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Institutional Ownership · SEC Form 13F

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.

267
Institutional holders
5M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
1832 Asset Management L.P. trimmed446,926$71M9.6%2026-Q1
WHITTIER TRUST CO added323,937$53M7.1%2026-Q1
GOLDMAN SACHS GROUP INC added319,009$51M6.9%2026-Q1
BANK OF AMERICA CORP /DE/ added235,188$38M5.1%2026-Q1
Corient Private Wealth LLC trimmed172,025$27M3.7%2026-Q1
WHITTIER TRUST CO OF NEVADA INC added164,721$27M3.6%2026-Q1
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed140,664$22M3.0%2026-Q1
MORGAN STANLEY added123,209$20M2.6%2026-Q1
WELLS FARGO & COMPANY/MN added121,477$19M2.6%2026-Q1
Chicago Partners Investment Group LLC added99,610$18M2.4%2026-Q1
BANK OF MONTREAL /CAN/ trimmed111,088$18M2.4%2026-Q1
Cetera Investment Advisers added108,219$17M2.3%2026-Q1
LPL Financial LLC trimmed107,020$17M2.3%2026-Q1
HALBERT HARGROVE GLOBAL ADVISORS, LLC trimmed84,985$14M1.8%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP new76,300$12M1.6%2026-Q1
SENTINEL TRUST CO LBA added68,106$11M1.5%2026-Q1
SACHEM HILL LLC trimmed60,448$10M1.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed56,707$9M1.2%2026-Q1
ARKANSAS FINANCIAL GROUP, INC. trimmed51,294$9M1.2%2026-Q1
Creative Planning added53,092$8M1.1%2026-Q1
UBS Group AG trimmed49,832$8M1.1%2026-Q1
PARK AVENUE SECURITIES LLC trimmed49,419$8M1.1%2026-Q1
Baker Avenue Asset Management, LP added48,041$8M1.0%2026-Q1
SMITH, MOORE & CO. trimmed47,580$8M1.0%2026-Q1
Frank, Rimerman Advisors LLC trimmed47,168$8M1.0%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added45,181$7M1.0%2026-Q1
Merit Financial Group, LLC added43,071$7M0.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added42,038$7M0.9%2026-Q1
Alesco Advisors, LLC, An ESL Co trimmed41,820$7M0.9%2026-Q1
DUMONT & BLAKE INVESTMENT ADVISORS LLC trimmed38,922$6M0.8%2026-Q1
NORDEN GROUP LLC trimmed38,627$6M0.8%2026-Q1
JPMORGAN CHASE & CO trimmed38,882$6M0.8%2026-Q1
CITADEL ADVISORS LLC added36,069$6M0.8%2026-Q1
Michelson Medical Research Foundation, Inc.35,385$6M0.8%2026-Q1
ROYAL BANK OF CANADA added32,666$5M0.7%2026-Q1
Finley Financial, LLC trimmed32,250$5M0.7%2026-Q1
Heck Capital Advisors, LLC added31,743$5M0.7%2026-Q1
FIL Ltd trimmed31,271$5M0.7%2026-Q1
Cambridge Investment Research Advisors, Inc. added28,421$5M0.6%2026-Q1
JOHNSON INVESTMENT COUNSEL INC added26,469$4M0.6%2026-Q1
Piedmont Capital Management, LLC new23,888$4M0.5%2026-Q1
TABR Capital Management, LLC trimmed24,458$4M0.5%2026-Q1
WealthShield Partners, LLC added23,076$4M0.5%2026-Q1
Regal Investment Advisors LLC added21,664$3M0.5%2026-Q1
JANE STREET GROUP, LLC trimmed21,573$3M0.5%2026-Q1
Noble Family Wealth, LLC trimmed20,998$3M0.5%2026-Q1
Institute for Wealth Management, LLC. trimmed20,048$3M0.4%2026-Q1
OSAIC HOLDINGS, INC. added19,572$3M0.4%2026-Q1
STEPHENS INC /AR/19,038$3M0.4%2026-Q1
CAMELOT TECHNOLOGY ADVISORS, INC. added18,770$3M0.4%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added18,218$3M0.4%2026-Q1
WEBER CAPITAL MANAGEMENT LLC /ADV17,983$3M0.4%2026-Q1
Texas Yale Capital Corp. trimmed17,899$3M0.4%2026-Q1
HighTower Advisors, LLC added17,757$3M0.4%2026-Q1
Kendall Capital Management added17,406$3M0.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed17,046$3M0.4%2026-Q1
Efficient Advisors, LLC trimmed16,006$3M0.3%2026-Q1
CAPSTONE WEALTH MANAGEMENT GROUP, LLC new14,930$2M0.3%2026-Q1
M1 Capital Management LLC trimmed14,556$2M0.3%2026-Q1
Evanson Asset Management, LLC added14,260$2M0.3%2026-Q1
Indiana Trust & Investment Management Co13,830$2M0.3%2026-Q1
Beacon Pointe Advisors, LLC trimmed12,756$2M0.3%2026-Q1
Rockbridge Investment Management, LCC trimmed12,669$2M0.3%2026-Q1
JONES FINANCIAL COMPANIES LLLP added12,704$2M0.3%2026-Q1
Foundations Investment Advisors, LLC added12,221$2M0.3%2026-Q1
Genesis Financial Group, LLC added11,300$2M0.2%2026-Q1
Endowment Wealth Management, Inc. added11,061$2M0.2%2026-Q1
GHP Investment Advisors, Inc. added10,934$2M0.2%2026-Q1
CERTUITY, LLC trimmed10,026$2M0.2%2026-Q1
Level Financial Advisors trimmed9,932$2M0.2%2026-Q1
JAMES INVESTMENT RESEARCH, INC.9,403$2M0.2%2026-Q1
Robinson Value Management, Ltd. new9,265$1M0.2%2026-Q1
Lido Advisors, LLC added8,965$1M0.2%2026-Q1
Moisand Fitzgerald Tamayo, LLC8,917$1M0.2%2026-Q1
Focus Partners Wealth added8,195$1M0.2%2026-Q1
CONNORS INVESTOR SERVICES INC new7,975$1M0.2%2026-Q1
Physician Wealth Advisors, Inc. trimmed7,743$1M0.2%2026-Q1
Quantinno Capital Management LP added7,422$1M0.2%2026-Q1
Mariner, LLC added6,953$1M0.1%2026-Q1
Modera Wealth Management, LLC6,513$1M0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed6,335$1M0.1%2026-Q1
Haven Private, LLC6,072$969K0.1%2026-Q1
Kestra Advisory Services, LLC trimmed5,887$940K0.1%2026-Q1
Simplicity Wealth,LLC added5,669$905K0.1%2026-Q1
Jackson, Grant Investment Advisers, Inc. added5,534$883K0.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed5,436$868K0.1%2026-Q1
Yeomans Consulting Group, Inc. new66,718$11M1.4%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. trimmed72,443$9M1.2%2025-Q2 stale
Private Advisory Group LLC added77,254$9M1.2%2025-Q1 stale
RICE HALL JAMES & ASSOCIATES, LLC added28,750$5M0.6%2025-Q4 stale
Family Firm, Inc. added18,325$2M0.3%2025-Q2 stale
Del-Sette Capital Management, LLC new14,619$2M0.3%2025-Q3 stale
EMC Capital Management new11,741$2M0.2%2025-Q4 stale
TWO SIGMA INVESTMENTS, LP added12,100$2M0.2%2025-Q3 stale
Global Retirement Partners, LLC trimmed10,917$2M0.2%2025-Q4 stale
LVZ, Inc. trimmed10,687$2M0.2%2025-Q4 stale
Optivise Advisory Services LLC trimmed9,027$1M0.2%2025-Q4 stale
KELLY FINANCIAL GROUP LLC trimmed9,649$1M0.1%2025-Q1 stale
CAPSTONE INVESTMENT ADVISORS, LLC6,401$1M0.1%2025-Q4 stale
Concurrent Investment Advisors, LLC added6,231$983K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership