Who owns 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-Q2 13F filings (latest filed 2026-08-18). 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
52 tracked funds added or opened FIW while 32 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 302 tracked filers holding FIW, 154 increased or opened the position and 137 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 2026-Q1 and 2026-Q2 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 6
- Evelyn Partners Group Ltd$12M
- CARY STREET PARTNERS FINANCIAL LLC$6M
- Global Retirement Partners, LLC$2M
- LeClair Wealth Partners LLC$2M
- Signal Advisors Wealth, LLC$1M
- Advyzon Investment Management, LLC$675K
Full exits 17
- Polianta Ltd$28M
- Cambridge Investment Research Advisors, Inc.$10M
- Janney Montgomery Scott LLC$5M
- White Pine Investment CO$5M
- HighTower Advisors, LLC$3M
- STRATEGY ASSET MANAGERS LLC$3M
Largest adds
- Ameritas Advisory Services, LLC$6M
- BNP PARIBAS FINANCIAL MARKETS$6M
- MORGAN STANLEY$6M
- BANK OF AMERICA CORP /DE/$5M
- STIFEL FINANCIAL CORP$5M
- ROYAL BANK OF CANADA$4M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$5M
- LexAurum Advisors, LLC$4M
- Steward Partners Investment Advisory, LLC$3M
- AMERIPRISE FINANCIAL INC$3M
- BANK OF MONTREAL /CAN/$2M
- Vestmark Advisory Solutions, Inc.$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,001,039 | $110M | 13.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 914,506 | $100M | 12.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 528,797 | $58M | 6.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 316,764 | $35M | 4.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 309,460 | $34M | 4.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 281,084 | $31M | 3.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 232,525 | $25M | 3.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 218,425 | $24M | 2.9% | 2026-Q2 |
| UBS Group AG trimmed | 216,365 | $24M | 2.8% | 2026-Q2 |
| Cetera Investment Advisers added | 209,521 | $23M | 2.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 201,240 | $22M | 2.6% | 2026-Q2 |
| Evelyn Partners Group Ltd new | 188,228 | $12M | 1.5% | 2026-Q2 |
| 1832 Asset Management L.P. | 177,700 | $19M | 2.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 162,472 | $18M | 2.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 161,170 | $18M | 2.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 157,875 | $17M | 2.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 118,540 | $13M | 1.6% | 2026-Q2 |
| Clearwater Capital Advisors, LLC added | 114,751 | $13M | 1.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 100,000 | $11M | 1.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 81,637 | $9M | 1.1% | 2026-Q2 |
| Arax Advisory Partners added | 68,509 | $8M | 0.9% | 2026-Q2 |
| US BANCORP \DE\ added | 66,250 | $7M | 0.9% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 65,594 | $7M | 0.9% | 2026-Q2 |
| Mainsail Financial Group, LLC added | 64,382 | $7M | 0.8% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 64,351 | $7M | 0.8% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 53,737 | $6M | 0.7% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC new | 51,543 | $6M | 0.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 50,333 | $6M | 0.7% | 2026-Q2 |
| BIP Wealth, LLC added | 49,264 | $5M | 0.6% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 47,141 | $5M | 0.6% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 45,968 | $5M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 45,827 | $5M | 0.6% | 2026-Q2 |
| Sigma Planning Corp added | 45,720 | $5M | 0.6% | 2026-Q2 |
| ARKANSAS FINANCIAL GROUP, INC. trimmed | 44,810 | $5M | 0.6% | 2026-Q2 |
| Prism Advisors, Inc. trimmed | 44,480 | $5M | 0.6% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 43,869 | $5M | 0.6% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 40,866 | $4M | 0.5% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 39,268 | $4M | 0.5% | 2026-Q2 |
| Prospera Financial Services Inc added | 35,728 | $4M | 0.5% | 2026-Q2 |
| Raab & Moskowitz Asset Management LLC added | 33,010 | $4M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 32,705 | $4M | 0.4% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 31,213 | $3M | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 30,674 | $3M | 0.4% | 2026-Q2 |
| Waverly Advisors, LLC added | 28,814 | $3M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 28,045 | $3M | 0.4% | 2026-Q2 |
| SACKS & ASSOCIATES, LLC added | 27,204 | $3M | 0.4% | 2026-Q2 |
| WILLIAM JOHN SEMPOLINSKI added | 26,594 | $3M | 0.3% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 23,965 | $3M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 23,206 | $3M | 0.3% | 2026-Q2 |
| Farrow Financial, Inc. trimmed | 23,072 | $3M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 22,920 | $3M | 0.3% | 2026-Q2 |
| Focus Partners Wealth trimmed | 22,359 | $2M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 22,277 | $2M | 0.3% | 2026-Q2 |
| ARTHUR M. COHEN & ASSOCIATES, LLC trimmed | 22,267 | $2M | 0.3% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 20,428 | $2M | 0.3% | 2026-Q2 |
| RFG - Bristol Wealth Advisors, LLC trimmed | 20,129 | $2M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 19,894 | $2M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 19,450 | $2M | 0.3% | 2026-Q2 |
| Global Retirement Partners, LLC added | 18,312 | $2M | 0.2% | 2026-Q2 |
| Eagle Strategies LLC trimmed | 18,250 | $2M | 0.2% | 2026-Q2 |
| Bison Wealth, LLC trimmed | 18,086 | $2M | 0.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 18,039 | $2M | 0.2% | 2026-Q2 |
| Fiduciary Trust Co trimmed | 17,979 | $2M | 0.2% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 17,913 | $2M | 0.2% | 2026-Q2 |
| COZAD ASSET MANAGEMENT INC added | 17,633 | $2M | 0.2% | 2026-Q2 |
| MAI Capital Management added | 17,335 | $2M | 0.2% | 2026-Q2 |
| Stonebridge Financial Planning Group, LLC trimmed | 17,067 | $2M | 0.2% | 2026-Q2 |
| LeClair Wealth Partners LLC new | 16,360 | $2M | 0.2% | 2026-Q2 |
| SIMON QUICK ADVISORS, LLC added | 16,070 | $2M | 0.2% | 2026-Q2 |
| Financial Enhancement Group LLC trimmed | 15,901 | $2M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 15,797 | $2M | 0.2% | 2026-Q2 |
| Davis Investment Partners, LLC added | 15,573 | $2M | 0.2% | 2026-Q2 |
| Cornerstone Management, Inc. | 15,223 | $2M | 0.2% | 2026-Q2 |
| CORRADO ADVISORS, LLC added | 15,140 | $2M | 0.2% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 14,922 | $2M | 0.2% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 14,593 | $2M | 0.2% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 14,450 | $2M | 0.2% | 2026-Q2 |
| Acorn Wealth Advisors, LLC added | 14,181 | $2M | 0.2% | 2026-Q2 |
| Ipsen Advisor Group LLC added | 13,631 | $1M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 13,510 | $1M | 0.2% | 2026-Q2 |
| BLVD Private Wealth, LLC added | 13,476 | $1M | 0.2% | 2026-Q2 |
| Summit Financial, LLC trimmed | 13,271 | $1M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 12,793 | $1M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 12,670 | $1M | 0.2% | 2026-Q2 |
| Morey & Quinn Wealth Partners, LLC added | 12,352 | $1M | 0.2% | 2026-Q2 |
| Sound Income Strategies, LLC trimmed | 12,148 | $1M | 0.2% | 2026-Q2 |
| FMR LLC added | 12,013 | $1M | 0.2% | 2026-Q2 |
| Golden State Wealth Management, LLC added | 11,588 | $1M | 0.2% | 2026-Q2 |
| Sage Capital Management, LLC trimmed | 11,361 | $1M | 0.1% | 2026-Q2 |
| Moors & Cabot, Inc. trimmed | 11,352 | $1M | 0.1% | 2026-Q2 |
| Modera Wealth Management, LLC trimmed | 11,142 | $1M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 11,003 | $1M | 0.1% | 2026-Q2 |
| PFG Advisors trimmed | 11,001 | $1M | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC added | 10,795 | $1M | 0.1% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC added | 10,748 | $1M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 10,334 | $1M | 0.1% | 2026-Q2 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. trimmed | 10,170 | $1M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 10,021 | $1M | 0.1% | 2026-Q2 |
| Signal Advisors Wealth, LLC new | 9,805 | $1M | 0.1% | 2026-Q2 |
| Stegent Equity Advisors, Inc. trimmed | 9,793 | $1M | 0.1% | 2026-Q2 |
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.