Who owns FIW (FIW)
Which tracked institutional funds hold FIW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FIW company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
21 tracked funds added or opened FIW while 48 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FIW’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes FIW more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FIW divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 303 tracked filers holding FIW, 152 increased or opened the position and 119 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FIW between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- BNP PARIBAS FINANCIAL MARKETS$5M
- LexAurum Advisors, LLC$5M
- Vestmark Advisory Solutions, Inc.$4M
- GTS SECURITIES LLC$1M
- BLVD Private Wealth, LLC$1M
- MERCER GLOBAL ADVISORS INC /ADV$1M
Full exits 9
- Pursuit Wealth Management LLC$5M
- COMERICA BANK$3M
- JANE STREET GROUP, LLC$3M
- Global Retirement Partners, LLC$2M
- Cambria Investment Management, L.P.$2M
- Empowered Funds, LLC$2M
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$5M
- FIFTH THIRD BANCORP$3M
- AMERIPRISE FINANCIAL INC$2M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
- Steward Partners Investment Advisory, LLC$852K
- Integrated Wealth Concepts LLC$849K
Largest trims
- Arax Advisory Partners$13M
- MORGAN STANLEY$11M
- UBS Group AG$10M
- LPL Financial LLC$4M
- BANK OF AMERICA CORP /DE/$4M
- STIFEL FINANCIAL CORP$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,007,394 | $104M | 12.2% | 2026-Q1 |
| LPL Financial LLC added | 948,895 | $98M | 11.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 512,084 | $53M | 6.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 308,529 | $32M | 3.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 293,777 | $30M | 3.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 270,378 | $28M | 3.3% | 2026-Q1 |
| Polianta Ltd | 267,700 | $28M | 3.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 226,125 | $23M | 2.7% | 2026-Q1 |
| UBS Group AG trimmed | 224,477 | $23M | 2.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 202,368 | $21M | 2.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 196,287 | $20M | 2.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 194,132 | $20M | 2.4% | 2026-Q1 |
| 1832 Asset Management L.P. added | 177,700 | $18M | 2.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 172,338 | $18M | 2.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 141,242 | $15M | 1.7% | 2026-Q1 |
| Clearwater Capital Advisors, LLC added | 112,957 | $12M | 1.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 112,785 | $12M | 1.4% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 110,833 | $11M | 1.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 98,857 | $10M | 1.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 87,752 | $9M | 1.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 77,794 | $8M | 0.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 75,084 | $8M | 0.9% | 2026-Q1 |
| Arax Advisory Partners trimmed | 67,722 | $7M | 0.8% | 2026-Q1 |
| US BANCORP \DE\ added | 65,613 | $7M | 0.8% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 59,152 | $6M | 0.7% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 55,314 | $6M | 0.7% | 2026-Q1 |
| Mainsail Financial Group, LLC added | 53,593 | $6M | 0.7% | 2026-Q1 |
| Modern Wealth Management, LLC added | 52,435 | $5M | 0.6% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 50,883 | $5M | 0.6% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 48,227 | $5M | 0.6% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS new | 50,000 | $5M | 0.6% | 2026-Q1 |
| White Pine Investment CO added | 47,814 | $5M | 0.6% | 2026-Q1 |
| ARKANSAS FINANCIAL GROUP, INC. added | 45,814 | $5M | 0.6% | 2026-Q1 |
| HighPoint Advisor Group LLC added | 46,657 | $5M | 0.6% | 2026-Q1 |
| Prism Advisors, Inc. added | 45,845 | $5M | 0.6% | 2026-Q1 |
| Sigma Planning Corp added | 44,579 | $5M | 0.5% | 2026-Q1 |
| LexAurum Advisors, LLC added | 44,050 | $5M | 0.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 43,601 | $4M | 0.5% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 43,108 | $4M | 0.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 42,966 | $4M | 0.5% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 41,721 | $4M | 0.5% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 37,484 | $4M | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 36,613 | $4M | 0.4% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. new | 34,582 | $4M | 0.4% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 34,472 | $4M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 32,473 | $3M | 0.4% | 2026-Q1 |
| Raab & Moskowitz Asset Management LLC trimmed | 32,216 | $3M | 0.4% | 2026-Q1 |
| BIP Wealth, LLC added | 31,566 | $3M | 0.4% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 30,196 | $3M | 0.4% | 2026-Q1 |
| STRATEGY ASSET MANAGERS LLC added | 29,062 | $3M | 0.4% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 26,873 | $3M | 0.3% | 2026-Q1 |
| Gallagher Fiduciary Advisors, LLC added | 26,552 | $3M | 0.3% | 2026-Q1 |
| Atria Investments, Inc added | 26,168 | $3M | 0.3% | 2026-Q1 |
| RFG - Bristol Wealth Advisors, LLC added | 23,790 | $2M | 0.3% | 2026-Q1 |
| Evelyn Partners Investment Management (Europe) Ltd trimmed | 23,582 | $2M | 0.3% | 2026-Q1 |
| Harel Insurance Investments & Financial Services Ltd. added | 23,188 | $2M | 0.3% | 2026-Q1 |
| Farrow Financial, Inc. added | 23,075 | $2M | 0.3% | 2026-Q1 |
| Prospera Financial Services Inc added | 22,944 | $2M | 0.3% | 2026-Q1 |
| ARTHUR M. COHEN & ASSOCIATES, LLC added | 22,550 | $2M | 0.3% | 2026-Q1 |
| Focus Partners Wealth added | 22,530 | $2M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 22,206 | $2M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 21,581 | $2M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 18,713 | $2M | 0.2% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 19,267 | $2M | 0.2% | 2026-Q1 |
| Eagle Strategies LLC added | 18,994 | $2M | 0.2% | 2026-Q1 |
| Bison Wealth, LLC added | 18,536 | $2M | 0.2% | 2026-Q1 |
| Fiduciary Trust Co trimmed | 18,229 | $2M | 0.2% | 2026-Q1 |
| Stonebridge Financial Planning Group, LLC trimmed | 17,765 | $2M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 17,615 | $2M | 0.2% | 2026-Q1 |
| COZAD ASSET MANAGEMENT INC added | 17,389 | $2M | 0.2% | 2026-Q1 |
| Financial Enhancement Group LLC trimmed | 16,162 | $2M | 0.2% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 16,524 | $2M | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 16,442 | $2M | 0.2% | 2026-Q1 |
| SIMON QUICK ADVISORS, LLC added | 16,027 | $2M | 0.2% | 2026-Q1 |
| Outlook Wealth Advisors, LLC trimmed | 15,652 | $2M | 0.2% | 2026-Q1 |
| Davis Investment Partners, LLC trimmed | 15,571 | $2M | 0.2% | 2026-Q1 |
| Cornerstone Management, Inc. added | 15,223 | $2M | 0.2% | 2026-Q1 |
| CORRADO ADVISORS, LLC added | 14,829 | $2M | 0.2% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 14,720 | $2M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 14,560 | $2M | 0.2% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 14,524 | $1M | 0.2% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 14,074 | $1M | 0.2% | 2026-Q1 |
| BANK HAPOALIM BM | 110,344 | $11M | 1.3% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 51,506 | $6M | 0.7% | 2025-Q2 stale |
| Pursuit Wealth Management LLC new | 46,091 | $5M | 0.6% | 2025-Q4 stale |
| Strategic Blueprint, LLC added | 29,997 | $3M | 0.4% | 2025-Q3 stale |
| COMERICA BANK trimmed | 28,219 | $3M | 0.4% | 2025-Q4 stale |
| M Holdings Securities, Inc. added | 25,689 | $3M | 0.3% | 2025-Q2 stale |
| Money Design Co.,Ltd. trimmed | 24,784 | $3M | 0.3% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 23,943 | $3M | 0.3% | 2025-Q4 stale |
| Florin Court Capital LLP added | 22,717 | $3M | 0.3% | 2025-Q3 stale |
| Fortitude Financial, LLC trimmed | 45,353 | $3M | 0.3% | 2025-Q3 stale |
| Stratos Investment Management, LLC added | 20,782 | $2M | 0.3% | 2025-Q2 stale |
| Trilogy Capital Inc. new | 19,008 | $2M | 0.3% | 2025-Q3 stale |
| Global Retirement Partners, LLC added | 18,103 | $2M | 0.2% | 2025-Q4 stale |
| Empowered Funds, LLC added | 17,894 | $2M | 0.2% | 2025-Q4 stale |
| Cambria Investment Management, L.P. new | 17,894 | $2M | 0.2% | 2025-Q4 stale |
| SFMG, LLC added | 16,319 | $2M | 0.2% | 2025-Q2 stale |
| WMG Financial Advisors, LLC trimmed | 13,850 | $2M | 0.2% | 2025-Q3 stale |
| Element Wealth, LLC added | 13,192 | $1M | 0.2% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.