Who owns IWR
Which tracked institutional funds hold IWR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IWR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 IWR is one-sided between 2026-Q1 and 2026-Q2: 494 added or opened and 100 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
IWR’s largest tracked holder by dollar value, JONES FINANCIAL COMPANIES LLLP, sizes it at 4.4% of its own reported 13F book, while the median holder sizes it at 0.6% of theirs — a 3.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IWR 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 1530 tracked filers holding IWR, 622 increased or opened the position and 617 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 IWR 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 34
- NewEdge Advisors, LLC$31M
- Copeland Capital Management, LLC$22M
- ALONGSIDE, LLC$15M
- AXXCESS WEALTH MANAGEMENT, LLC$14M
- BRIGHTON JONES LLC$12M
- Global Retirement Partners, LLC$7M
Full exits 57
- NATIXIS ADVISORS, LLC$283M
- Janney Montgomery Scott LLC$89M
- Cambridge Investment Research Advisors, Inc.$51M
- HighTower Advisors, LLC$49M
- HANTZ FINANCIAL SERVICES, INC.$28M
- Thrivent Financial for Lutherans$23M
Largest adds
- JONES FINANCIAL COMPANIES LLLP$2.0B
- BANK OF AMERICA CORP /DE/$1.2B
- WELLS FARGO & COMPANY/MN$841M
- Baird Financial Group, Inc.$304M
- MORGAN STANLEY$248M
- PNC Financial Services Group, Inc.$177M
Largest trims
- Mesirow Financial Investment Management, Inc.$48M
- ALBION FINANCIAL GROUP /UT$26M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$20M
- Independent Advisor Alliance$18M
- GGM Financial LLC$12M
- PRINCIPAL FINANCIAL GROUP INC$11M
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 |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP added | 99,650,083 | $10.9B | 24.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 68,880,354 | $7.6B | 17.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 45,367,356 | $5.0B | 11.4% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 12,780,590 | $1.4B | 3.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 12,472,614 | $1.4B | 3.1% | 2026-Q2 |
| MORGAN STANLEY added | 11,932,912 | $1.3B | 3.0% | 2026-Q2 |
| Bank of New York Mellon Corp added | 10,734,592 | $1.2B | 2.7% | 2026-Q2 |
| Baird Financial Group, Inc. added | 10,660,298 | $1.2B | 2.7% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 10,120,436 | $1.1B | 2.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 8,115,880 | $895M | 2.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 7,379,679 | $813M | 1.9% | 2026-Q2 |
| UBS Group AG added | 7,353,365 | $811M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 4,500,690 | $497M | 1.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 4,120,231 | $455M | 1.0% | 2026-Q2 |
| FMR LLC trimmed | 3,871,981 | $427M | 1.0% | 2026-Q2 |
| AMG National Trust Bank trimmed | 3,869,983 | $427M | 1.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 3,730,141 | $412M | 0.9% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 3,158,174 | $348M | 0.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 3,077,347 | $340M | 0.8% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC added | 3,001,929 | $331M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,794,796 | $308M | 0.7% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 2,745,783 | $303M | 0.7% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 2,501,173 | $276M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 2,128,236 | $235M | 0.5% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 1,984,789 | $219M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,976,882 | $218M | 0.5% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 1,904,250 | $210M | 0.5% | 2026-Q2 |
| Mariner, LLC trimmed | 1,727,554 | $191M | 0.4% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 1,557,703 | $172M | 0.4% | 2026-Q2 |
| COMMERCE BANK trimmed | 1,439,471 | $159M | 0.4% | 2026-Q2 |
| Glenview Trust Co added | 1,408,028 | $155M | 0.4% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. trimmed | 1,245,534 | $137M | 0.3% | 2026-Q2 |
| OAKWORTH CAPITAL, INC. added | 1,239,128 | $137M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,214,574 | $134M | 0.3% | 2026-Q2 |
| Waverly Advisors, LLC added | 1,187,415 | $131M | 0.3% | 2026-Q2 |
| Performa Ltd (US), LLC added | 1,124,020 | $124M | 0.3% | 2026-Q2 |
| Atlantic Union Bankshares Corp added | 1,035,865 | $114M | 0.3% | 2026-Q2 |
| First Western Trust Bank trimmed | 1,022,959 | $113M | 0.3% | 2026-Q2 |
| UMB Bank, n.a. added | 1,012,156 | $112M | 0.3% | 2026-Q2 |
| ALERUS FINANCIAL NA added | 985,225 | $109M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 969,045 | $107M | 0.2% | 2026-Q2 |
| GERMAN AMERICAN BANCORP, INC. added | 962,740 | $106M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 961,062 | $106M | 0.2% | 2026-Q2 |
| Lido Advisors, LLC added | 940,349 | $104M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 936,524 | $103M | 0.2% | 2026-Q2 |
| JMG Financial Group, Ltd. trimmed | 913,629 | $101M | 0.2% | 2026-Q2 |
| WASHINGTON TRUST Co trimmed | 904,618 | $100M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 895,795 | $99M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 838,027 | $92M | 0.2% | 2026-Q2 |
| Millburn Ridgefield LLC /DE/ | 768,475 | $85M | 0.2% | 2026-Q2 |
| Catalyst Capital Advisors LLC | 768,475 | $85M | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 762,482 | $84M | 0.2% | 2026-Q2 |
| FACTORY MUTUAL INSURANCE CO | 758,700 | $84M | 0.2% | 2026-Q2 |
| International City Management Association Retirement Corp | 702,067 | $77M | 0.2% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 680,478 | $75M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 666,991 | $74M | 0.2% | 2026-Q2 |
| Citizens Business Bank trimmed | 634,403 | $70M | 0.2% | 2026-Q2 |
| STOCK YARDS BANK & TRUST CO added | 586,685 | $65M | 0.1% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS added | 583,207 | $64M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 569,685 | $63M | 0.1% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC added | 565,606 | $62M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 563,031 | $62M | 0.1% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. trimmed | 553,000 | $61M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 543,826 | $60M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 527,777 | $58M | 0.1% | 2026-Q2 |
| ALBION FINANCIAL GROUP /UT trimmed | 519,943 | $57M | 0.1% | 2026-Q2 |
| Badgley Phelps Wealth Managers, LLC trimmed | 519,161 | $57M | 0.1% | 2026-Q2 |
| MAI Capital Management added | 500,852 | $55M | 0.1% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 456,804 | $50M | 0.1% | 2026-Q2 |
| River Wealth Advisors LLC | 450,160 | $44M | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ added | 436,558 | $48M | 0.1% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB added | 436,496 | $48M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 435,907 | $48M | 0.1% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 433,150 | $48M | 0.1% | 2026-Q2 |
| M&T Bank Corp added | 412,823 | $46M | 0.1% | 2026-Q2 |
| Stegner Investment Associates Inc. trimmed | 407,479 | $45M | 0.1% | 2026-Q2 |
| Consolidated Investment Group LLC | 362,100 | $40M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 361,621 | $40M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 359,566 | $40M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 354,020 | $39M | 0.1% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 353,648 | $39M | 0.1% | 2026-Q2 |
| Gilbert & Cook, Inc. trimmed | 340,536 | $38M | 0.1% | 2026-Q2 |
| Coastline Trust Co trimmed | 337,887 | $37M | 0.1% | 2026-Q2 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 324,669 | $36M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 323,153 | $36M | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 321,949 | $36M | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 319,557 | $35M | 0.1% | 2026-Q2 |
| MCF Advisors LLC added | 318,059 | $35M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 315,126 | $35M | 0.1% | 2026-Q2 |
| INTRUST BANK NA added | 309,639 | $34M | 0.1% | 2026-Q2 |
| CCG WEALTH MANAGEMENT, LLC added | 300,147 | $33M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 299,390 | $33M | 0.1% | 2026-Q2 |
| Dakota Wealth Management trimmed | 293,538 | $32M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 291,923 | $32M | 0.1% | 2026-Q2 |
| REGIONS FINANCIAL CORP trimmed | 286,968 | $32M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 283,575 | $31M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 282,266 | $31M | 0.1% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 277,562 | $31M | 0.1% | 2026-Q2 |
| Valeo Financial Advisors, LLC added | 267,207 | $29M | 0.1% | 2026-Q2 |
| DT Investment Partners, LLC trimmed | 260,626 | $29M | 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.