Who owns IWP
Which tracked institutional funds hold IWP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IWP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
The tracked-fund tape on IWP is one-sided between 2026-Q1 and 2026-Q2: 330 added or opened and 101 trimmed or exited — on balance accumulating.
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
IWP’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes IWP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IWP 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 1176 tracked filers holding IWP, 459 increased or opened the position and 498 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 IWP 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 28
- WELLINGTON MANAGEMENT GROUP LLP$54M
- GenWealth Group, Inc.$30M
- CANANDAIGUA NATIONAL BANK & TRUST CO$14M
- NewEdge Advisors, LLC$11M
- CITADEL ADVISORS LLC$8M
- J.W. COLE ADVISORS, INC.$8M
Full exits 50
- NATIXIS ADVISORS, LLC$44M
- Cambridge Investment Research Advisors, Inc.$33M
- HighTower Advisors, LLC$31M
- HANTZ FINANCIAL SERVICES, INC.$28M
- LBJ Family Wealth Advisors, Ltd.$16M
- CANANDAIGUA NATIONAL CORP$13M
Largest adds
- MORGAN STANLEY$390M
- Plante Moran Financial Advisors, LLC$194M
- WELLS FARGO & COMPANY/MN$123M
- ENVESTNET ASSET MANAGEMENT INC$119M
- BANK OF AMERICA CORP /DE/$115M
- First Command Advisory Services, Inc.$71M
Largest trims
- JONES FINANCIAL COMPANIES LLLP$73M
- Pacific Life Fund Advisors LLC$52M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$19M
- CONGRESS ASSET MANAGEMENT CO$17M
- Allworth Financial LP$17M
- BANK OF HAWAII$17M
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 added | 20,083,691 | $2.9B | 20.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 7,000,459 | $1.0B | 7.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,866,456 | $859M | 6.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 5,335,358 | $781M | 5.5% | 2026-Q2 |
| First Command Advisory Services, Inc. trimmed | 3,941,675 | $577M | 4.0% | 2026-Q2 |
| LPL Financial LLC added | 2,726,167 | $399M | 2.8% | 2026-Q2 |
| UBS Group AG trimmed | 2,718,424 | $398M | 2.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 2,542,307 | $374M | 2.6% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 2,424,157 | $355M | 2.5% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC added | 2,243,150 | $328M | 2.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 2,218,307 | $325M | 2.3% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 2,103,984 | $308M | 2.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 1,996,544 | $283M | 2.0% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 1,876,868 | $275M | 1.9% | 2026-Q2 |
| COMMERCE BANK trimmed | 1,523,545 | $223M | 1.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,486,576 | $218M | 1.5% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 1,353,964 | $198M | 1.4% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 1,352,671 | $198M | 1.4% | 2026-Q2 |
| Plante Moran Financial Advisors, LLC added | 1,324,615 | $194M | 1.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,270,561 | $186M | 1.3% | 2026-Q2 |
| FIRST CITIZENS BANK & TRUST CO trimmed | 1,242,947 | $182M | 1.3% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. trimmed | 1,188,094 | $174M | 1.2% | 2026-Q2 |
| FMR LLC trimmed | 1,138,018 | $167M | 1.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 996,753 | $146M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 918,632 | $134M | 0.9% | 2026-Q2 |
| Financial Advisory Corp trimmed | 743,948 | $109M | 0.8% | 2026-Q2 |
| American Family Investments, Inc. added | 723,817 | $106M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers added | 722,419 | $106M | 0.7% | 2026-Q2 |
| Mariner, LLC trimmed | 662,972 | $97M | 0.7% | 2026-Q2 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ added | 662,087 | $97M | 0.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 641,849 | $94M | 0.7% | 2026-Q2 |
| Focus Partners Wealth trimmed | 636,878 | $93M | 0.7% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 615,207 | $90M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 588,919 | $85M | 0.6% | 2026-Q2 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC added | 563,017 | $82M | 0.6% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 491,388 | $72M | 0.5% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 485,385 | $71M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 461,131 | $68M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 452,315 | $66M | 0.5% | 2026-Q2 |
| Rodgers & Associates, LTD added | 435,416 | $64M | 0.4% | 2026-Q2 |
| Creative Planning trimmed | 415,398 | $61M | 0.4% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC trimmed | 401,192 | $59M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 395,460 | $58M | 0.4% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 370,317 | $54M | 0.4% | 2026-Q2 |
| AMG National Trust Bank added | 340,414 | $50M | 0.3% | 2026-Q2 |
| Wescott Financial Advisory Group, LLC added | 338,838 | $50M | 0.3% | 2026-Q2 |
| Truepoint, Inc. trimmed | 320,731 | $47M | 0.3% | 2026-Q2 |
| Krilogy Financial LLC added | 313,541 | $46M | 0.3% | 2026-Q2 |
| M&T Bank Corp trimmed | 303,981 | $45M | 0.3% | 2026-Q2 |
| Cedar Mountain Advisors, LLC added | 276,200 | $40M | 0.3% | 2026-Q2 |
| Pacific Life Fund Advisors LLC trimmed | 264,305 | $25M | 0.2% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 255,257 | $37M | 0.3% | 2026-Q2 |
| Badgley Phelps Wealth Managers, LLC added | 250,932 | $37M | 0.3% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. trimmed | 250,670 | $37M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 249,376 | $37M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 226,826 | $33M | 0.2% | 2026-Q2 |
| BOKF, NA trimmed | 222,647 | $33M | 0.2% | 2026-Q2 |
| GenWealth Group, Inc. added | 208,254 | $30M | 0.2% | 2026-Q2 |
| RTD Financial Advisors, Inc. added | 195,438 | $29M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 193,126 | $28M | 0.2% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 192,603 | $28M | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 190,389 | $28M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 187,930 | $28M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 187,509 | $27M | 0.2% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 185,295 | $27M | 0.2% | 2026-Q2 |
| Parkway Wealth Management Group, LLC added | 184,822 | $27M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 177,600 | $26M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 176,980 | $26M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 175,551 | $26M | 0.2% | 2026-Q2 |
| Integrated Investment Consultants, LLC trimmed | 171,138 | $25M | 0.2% | 2026-Q2 |
| Accredited Investors Inc. trimmed | 170,300 | $25M | 0.2% | 2026-Q2 |
| SVB WEALTH LLC trimmed | 169,224 | $25M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC added | 168,554 | $25M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 166,511 | $24M | 0.2% | 2026-Q2 |
| Washington Trust Bank trimmed | 166,435 | $24M | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 163,603 | $24M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 163,540 | $24M | 0.2% | 2026-Q2 |
| Midwest Trust Co added | 160,932 | $24M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 155,142 | $23M | 0.2% | 2026-Q2 |
| Whitaker-Myers Wealth Managers, LTD. added | 154,430 | $23M | 0.2% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO trimmed | 154,279 | $23M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 152,890 | $22M | 0.2% | 2026-Q2 |
| MAI Capital Management trimmed | 152,623 | $22M | 0.2% | 2026-Q2 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 152,190 | $22M | 0.2% | 2026-Q2 |
| Falcon Wealth Planning added | 151,371 | $22M | 0.2% | 2026-Q2 |
| StoryOne LLC added | 148,100 | $22M | 0.2% | 2026-Q2 |
| Mechanics Bank Trust Department added | 145,534 | $21M | 0.1% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. trimmed | 143,704 | $21M | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 137,750 | $20M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 135,272 | $20M | 0.1% | 2026-Q2 |
| Intergy Private Wealth, LLC added | 132,539 | $19M | 0.1% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 128,220 | $19M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 127,771 | $19M | 0.1% | 2026-Q2 |
| DIVERSIFIED MANAGEMENT INC added | 124,322 | $18M | 0.1% | 2026-Q2 |
| Stonebridge Financial Group, LLC added | 120,345 | $18M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 118,781 | $17M | 0.1% | 2026-Q2 |
| BANK OF HAWAII trimmed | 115,648 | $17M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 114,201 | $17M | 0.1% | 2026-Q2 |
| JMG Financial Group, Ltd. trimmed | 113,405 | $17M | 0.1% | 2026-Q2 |
| SOUTHERN CAPITAL ADVISORS, LLC added | 107,320 | $16M | 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.