Who owns IWC
Which tracked institutional funds hold IWC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IWC company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
39 tracked funds added or opened IWC while 32 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
IWC’s largest tracked holder by dollar value, 1832 Asset Management L.P., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes IWC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IWC 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 267 tracked filers holding IWC, 118 increased or opened the position and 118 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 IWC 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 14
- WELLINGTON MANAGEMENT GROUP LLP$12M
- PARK AVENUE SECURITIES LLC$8M
- Merit Financial Group, LLC$7M
- CITADEL ADVISORS LLC$6M
- Heck Capital Advisors, LLC$5M
- Piedmont Capital Management, LLC$4M
Full exits 15
- Yeomans Consulting Group, Inc.$11M
- RICE HALL JAMES & ASSOCIATES, LLC$5M
- EMC Capital Management$2M
- Global Retirement Partners, LLC$2M
- LVZ, Inc.$2M
- Optivise Advisory Services LLC$1M
Largest adds
- WHITTIER TRUST CO$33M
- WHITTIER TRUST CO OF NEVADA INC$15M
- MORGAN STANLEY$9M
- Baker Avenue Asset Management, LP$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
- WELLS FARGO & COMPANY/MN$4M
Largest trims
- TABR Capital Management, LLC$15M
- Kingsview Wealth Management, LLC$6M
- FIL Ltd$5M
- Geneos Wealth Management Inc.$2M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1M
- NORDEN GROUP LLC$1M
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 |
|---|---|---|---|---|
| 1832 Asset Management L.P. trimmed | 446,926 | $71M | 9.6% | 2026-Q1 |
| WHITTIER TRUST CO added | 323,937 | $53M | 7.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 319,009 | $51M | 6.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 235,188 | $38M | 5.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 172,025 | $27M | 3.7% | 2026-Q1 |
| WHITTIER TRUST CO OF NEVADA INC added | 164,721 | $27M | 3.6% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 140,664 | $22M | 3.0% | 2026-Q1 |
| MORGAN STANLEY added | 123,209 | $20M | 2.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 121,477 | $19M | 2.6% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 99,610 | $18M | 2.4% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 111,088 | $18M | 2.4% | 2026-Q1 |
| Cetera Investment Advisers added | 108,219 | $17M | 2.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 107,020 | $17M | 2.3% | 2026-Q1 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC trimmed | 84,985 | $14M | 1.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP new | 76,300 | $12M | 1.6% | 2026-Q1 |
| SENTINEL TRUST CO LBA added | 68,106 | $11M | 1.5% | 2026-Q1 |
| SACHEM HILL LLC trimmed | 60,448 | $10M | 1.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 56,707 | $9M | 1.2% | 2026-Q1 |
| ARKANSAS FINANCIAL GROUP, INC. trimmed | 51,294 | $9M | 1.2% | 2026-Q1 |
| Creative Planning added | 53,092 | $8M | 1.1% | 2026-Q1 |
| UBS Group AG trimmed | 49,832 | $8M | 1.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 49,419 | $8M | 1.1% | 2026-Q1 |
| Baker Avenue Asset Management, LP added | 48,041 | $8M | 1.0% | 2026-Q1 |
| SMITH, MOORE & CO. trimmed | 47,580 | $8M | 1.0% | 2026-Q1 |
| Frank, Rimerman Advisors LLC trimmed | 47,168 | $8M | 1.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 45,181 | $7M | 1.0% | 2026-Q1 |
| Merit Financial Group, LLC added | 43,071 | $7M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 42,038 | $7M | 0.9% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co trimmed | 41,820 | $7M | 0.9% | 2026-Q1 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC trimmed | 38,922 | $6M | 0.8% | 2026-Q1 |
| NORDEN GROUP LLC trimmed | 38,627 | $6M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 38,882 | $6M | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 36,069 | $6M | 0.8% | 2026-Q1 |
| Michelson Medical Research Foundation, Inc. | 35,385 | $6M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 32,666 | $5M | 0.7% | 2026-Q1 |
| Finley Financial, LLC trimmed | 32,250 | $5M | 0.7% | 2026-Q1 |
| Heck Capital Advisors, LLC added | 31,743 | $5M | 0.7% | 2026-Q1 |
| FIL Ltd trimmed | 31,271 | $5M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 28,421 | $5M | 0.6% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC added | 26,469 | $4M | 0.6% | 2026-Q1 |
| Piedmont Capital Management, LLC new | 23,888 | $4M | 0.5% | 2026-Q1 |
| TABR Capital Management, LLC trimmed | 24,458 | $4M | 0.5% | 2026-Q1 |
| WealthShield Partners, LLC added | 23,076 | $4M | 0.5% | 2026-Q1 |
| Regal Investment Advisors LLC added | 21,664 | $3M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 21,573 | $3M | 0.5% | 2026-Q1 |
| Noble Family Wealth, LLC trimmed | 20,998 | $3M | 0.5% | 2026-Q1 |
| Institute for Wealth Management, LLC. trimmed | 20,048 | $3M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 19,572 | $3M | 0.4% | 2026-Q1 |
| STEPHENS INC /AR/ | 19,038 | $3M | 0.4% | 2026-Q1 |
| CAMELOT TECHNOLOGY ADVISORS, INC. added | 18,770 | $3M | 0.4% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 18,218 | $3M | 0.4% | 2026-Q1 |
| WEBER CAPITAL MANAGEMENT LLC /ADV | 17,983 | $3M | 0.4% | 2026-Q1 |
| Texas Yale Capital Corp. trimmed | 17,899 | $3M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 17,757 | $3M | 0.4% | 2026-Q1 |
| Kendall Capital Management added | 17,406 | $3M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 17,046 | $3M | 0.4% | 2026-Q1 |
| Efficient Advisors, LLC trimmed | 16,006 | $3M | 0.3% | 2026-Q1 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC new | 14,930 | $2M | 0.3% | 2026-Q1 |
| M1 Capital Management LLC trimmed | 14,556 | $2M | 0.3% | 2026-Q1 |
| Evanson Asset Management, LLC added | 14,260 | $2M | 0.3% | 2026-Q1 |
| Indiana Trust & Investment Management Co | 13,830 | $2M | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 12,756 | $2M | 0.3% | 2026-Q1 |
| Rockbridge Investment Management, LCC trimmed | 12,669 | $2M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 12,704 | $2M | 0.3% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 12,221 | $2M | 0.3% | 2026-Q1 |
| Genesis Financial Group, LLC added | 11,300 | $2M | 0.2% | 2026-Q1 |
| Endowment Wealth Management, Inc. added | 11,061 | $2M | 0.2% | 2026-Q1 |
| GHP Investment Advisors, Inc. added | 10,934 | $2M | 0.2% | 2026-Q1 |
| CERTUITY, LLC trimmed | 10,026 | $2M | 0.2% | 2026-Q1 |
| Level Financial Advisors trimmed | 9,932 | $2M | 0.2% | 2026-Q1 |
| JAMES INVESTMENT RESEARCH, INC. | 9,403 | $2M | 0.2% | 2026-Q1 |
| Robinson Value Management, Ltd. new | 9,265 | $1M | 0.2% | 2026-Q1 |
| Lido Advisors, LLC added | 8,965 | $1M | 0.2% | 2026-Q1 |
| Moisand Fitzgerald Tamayo, LLC | 8,917 | $1M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 8,195 | $1M | 0.2% | 2026-Q1 |
| CONNORS INVESTOR SERVICES INC new | 7,975 | $1M | 0.2% | 2026-Q1 |
| Physician Wealth Advisors, Inc. trimmed | 7,743 | $1M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 7,422 | $1M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 6,953 | $1M | 0.1% | 2026-Q1 |
| Modera Wealth Management, LLC | 6,513 | $1M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 6,335 | $1M | 0.1% | 2026-Q1 |
| Haven Private, LLC | 6,072 | $969K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 5,887 | $940K | 0.1% | 2026-Q1 |
| Simplicity Wealth,LLC added | 5,669 | $905K | 0.1% | 2026-Q1 |
| Jackson, Grant Investment Advisers, Inc. added | 5,534 | $883K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 5,436 | $868K | 0.1% | 2026-Q1 |
| Yeomans Consulting Group, Inc. new | 66,718 | $11M | 1.4% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 72,443 | $9M | 1.2% | 2025-Q2 stale |
| Private Advisory Group LLC added | 77,254 | $9M | 1.2% | 2025-Q1 stale |
| RICE HALL JAMES & ASSOCIATES, LLC added | 28,750 | $5M | 0.6% | 2025-Q4 stale |
| Family Firm, Inc. added | 18,325 | $2M | 0.3% | 2025-Q2 stale |
| Del-Sette Capital Management, LLC new | 14,619 | $2M | 0.3% | 2025-Q3 stale |
| EMC Capital Management new | 11,741 | $2M | 0.2% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP added | 12,100 | $2M | 0.2% | 2025-Q3 stale |
| Global Retirement Partners, LLC trimmed | 10,917 | $2M | 0.2% | 2025-Q4 stale |
| LVZ, Inc. trimmed | 10,687 | $2M | 0.2% | 2025-Q4 stale |
| Optivise Advisory Services LLC trimmed | 9,027 | $1M | 0.2% | 2025-Q4 stale |
| KELLY FINANCIAL GROUP LLC trimmed | 9,649 | $1M | 0.1% | 2025-Q1 stale |
| CAPSTONE INVESTMENT ADVISORS, LLC | 6,401 | $1M | 0.1% | 2025-Q4 stale |
| Concurrent Investment Advisors, LLC added | 6,231 | $983K | 0.1% | 2025-Q4 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.