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Institutional Ownership · SEC Form 13F

Who owns IWS (IWS)


Which tracked institutional funds hold IWS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IWS company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

980
Institutional holders
76,552,255
Shares held (tracked funds)

How the tape is positioned

146 tracked funds added or opened IWS while 98 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

IWS’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.1% 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 IWS more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in IWS 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 980 tracked filers holding IWS, 334 increased or opened the position and 446 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 IWS 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 21

  • TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$390M
  • Proficio Capital Partners LLC$52M
  • CIBC Bancorp USA Inc.$24M
  • Sentinel Advisory Group, LLC$10M
  • Monument Capital Management$7M
  • Advisors Preferred, LLC$6M

Full exits 31

  • CIBC Private Wealth Group LLC$23M
  • FIRST CITIZENS INVESTOR SERVICES, INC.$20M
  • COMERICA BANK$13M
  • NewEdge Advisors, LLC$11M
  • WELLINGTON MANAGEMENT GROUP LLP$8M
  • FineMark National Bank & Trust$8M

Largest adds

  • Equitable Holdings, Inc.$47M
  • MORGAN STANLEY$37M
  • BNP PARIBAS FINANCIAL MARKETS$37M
  • UBS Group AG$28M
  • M&T Bank Corp$22M
  • WELLS FARGO & COMPANY/MN$21M

Largest trims

  • TIAA TRUST, NATIONAL ASSOCIATION$444M
  • JONES FINANCIAL COMPANIES LLLP$266M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$121M
  • BANK OF AMERICA CORP /DE/$78M
  • EARNEST PARTNERS LLC$20M
  • STEPHENS INC /AR/$19M

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
MORGAN STANLEY trimmed8,065,380$1.2B11.6%2026-Q1
JONES FINANCIAL COMPANIES LLLP trimmed7,702,234$1.1B10.9%2026-Q1
WELLS FARGO & COMPANY/MN added3,933,330$573M5.7%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed3,567,568$520M5.1%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed2,782,303$405M4.0%2026-Q1
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new2,673,419$390M3.8%2026-Q1
FIRST CITIZENS BANK & TRUST CO trimmed2,666,348$389M3.8%2026-Q1
ROYAL BANK OF CANADA trimmed2,376,742$346M3.4%2026-Q1
US BANCORP \DE\ trimmed2,034,314$296M2.9%2026-Q1
COMMERCE BANK trimmed1,980,452$289M2.9%2026-Q1
FMR LLC trimmed1,927,770$281M2.8%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed1,865,296$272M2.7%2026-Q1
UBS Group AG added1,778,173$259M2.6%2026-Q1
Betterment LLC trimmed1,478,807$216M2.1%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed1,251,682$182M1.8%2026-Q1
LPL Financial LLC added1,246,982$182M1.8%2026-Q1
Cassaday & Co Wealth Management LLC added1,023,739$149M1.5%2026-Q1
AMERIPRISE FINANCIAL INC trimmed992,650$145M1.4%2026-Q1
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ trimmed947,543$138M1.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed941,353$137M1.4%2026-Q1
VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed770,873$112M1.1%2026-Q1
JPMORGAN CHASE & CO trimmed787,533$112M1.1%2026-Q1
Equitable Holdings, Inc. trimmed406,855$104M1.0%2026-Q1
STEPHENS GROUP ASSET MANAGEMENT, LLC added713,481$104M1.0%2026-Q1
STEPHENS INC /AR/ trimmed683,625$100M1.0%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed648,853$95M0.9%2026-Q1
Pacific Life Fund Advisors LLC trimmed606,826$88M0.9%2026-Q1
Heritage Wealth Advisors added545,471$79M0.8%2026-Q1
TRUIST FINANCIAL CORP trimmed437,111$64M0.6%2026-Q1
Cetera Investment Advisers trimmed431,101$63M0.6%2026-Q1
MONEY CONCEPTS CAPITAL CORP trimmed429,682$63M0.6%2026-Q1
AE Wealth Management LLC added380,308$55M0.5%2026-Q1
Proficio Capital Partners LLC added357,500$52M0.5%2026-Q1
Lido Advisors, LLC added321,226$47M0.5%2026-Q1
AMG National Trust Bank trimmed315,369$46M0.5%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added296,327$43M0.4%2026-Q1
Mariner, LLC trimmed293,064$43M0.4%2026-Q1
ANCHOR CAPITAL ADVISORS LLC trimmed278,371$41M0.4%2026-Q1
Chicago Partners Investment Group LLC trimmed255,119$40M0.4%2026-Q1
SVB WEALTH LLC trimmed261,202$38M0.4%2026-Q1
NATIXIS ADVISORS, LLC added259,124$38M0.4%2026-Q1
GLOBALT Investments LLC / GA added252,907$37M0.4%2026-Q1
Cedar Mountain Advisors, LLC trimmed251,582$37M0.4%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed241,839$35M0.3%2026-Q1
Focus Partners Wealth added241,074$35M0.3%2026-Q1
LPWM LLC trimmed226,691$33M0.3%2026-Q1
THOMPSON SIEGEL & WALMSLEY LLC trimmed221,510$32M0.3%2026-Q1
HighTower Advisors, LLC added218,629$32M0.3%2026-Q1
TIAA TRUST, NATIONAL ASSOCIATION trimmed216,645$32M0.3%2026-Q1
FIFTH THIRD BANCORP added203,918$30M0.3%2026-Q1
OSAIC HOLDINGS, INC. added202,955$30M0.3%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH trimmed198,559$29M0.3%2026-Q1
GOLDMAN SACHS GROUP INC added195,387$28M0.3%2026-Q1
Wescott Financial Advisory Group, LLC trimmed180,890$26M0.3%2026-Q1
Badgley Phelps Wealth Managers, LLC added178,501$26M0.3%2026-Q1
Rockefeller Capital Management L.P. trimmed177,890$26M0.3%2026-Q1
MONETA GROUP INVESTMENT ADVISORS LLC trimmed177,514$26M0.3%2026-Q1
Parkway Wealth Management Group, LLC trimmed165,570$25M0.2%2026-Q1
Kestra Advisory Services, LLC added171,130$25M0.2%2026-Q1
Rodgers & Associates, LTD trimmed170,676$25M0.2%2026-Q1
Baird Financial Group, Inc. added169,103$25M0.2%2026-Q1
First Citizens Asset Management, Inc. added164,471$24M0.2%2026-Q1
CIBC Bancorp USA Inc. new164,113$24M0.2%2026-Q1
Pinnacle Financial Partners, Inc. added152,784$22M0.2%2026-Q1
M&T Bank Corp added151,996$22M0.2%2026-Q1
Asset Management Group, Inc. trimmed151,776$22M0.2%2026-Q1
RTD Financial Advisors, Inc. trimmed143,113$21M0.2%2026-Q1
STIFEL FINANCIAL CORP added140,799$21M0.2%2026-Q1
Creative Planning trimmed133,277$19M0.2%2026-Q1
Corient Private Wealth LLC trimmed131,986$19M0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS added128,659$19M0.2%2026-Q1
Arax Advisory Partners trimmed128,308$19M0.2%2026-Q1
Sterling Capital Management LLC added125,473$18M0.2%2026-Q1
LBJ Family Wealth Advisors, Ltd. trimmed125,594$18M0.2%2026-Q1
Steward Partners Investment Advisory, LLC trimmed120,612$18M0.2%2026-Q1
Fifth Third Securities, Inc. added117,673$17M0.2%2026-Q1
Allworth Financial LP trimmed116,455$17M0.2%2026-Q1
NORTHERN TRUST CORP trimmed115,894$17M0.2%2026-Q1
Avantax Planning Partners, Inc. added114,135$17M0.2%2026-Q1
Prosperity Consulting Group, LLC added113,106$16M0.2%2026-Q1
HSBC HOLDINGS PLC added112,144$16M0.2%2026-Q1
Waverly Advisors, LLC added108,057$16M0.2%2026-Q1
EVERGREEN CAPITAL MANAGEMENT LLC added104,483$15M0.2%2026-Q1
Kingdom Financial Group LLC. added98,615$14M0.1%2026-Q1
Lloyd Advisory Services, LLC. added98,615$14M0.1%2026-Q1
Occidental Asset Management, LLC added93,493$14M0.1%2026-Q1
FIRST HORIZON CORP added92,925$14M0.1%2026-Q1
Bishop & Co Investment Management, LLC trimmed92,615$13M0.1%2026-Q1
BOKF, NA trimmed88,741$13M0.1%2026-Q1
MAI Capital Management trimmed88,647$13M0.1%2026-Q1
BANK OF MONTREAL /CAN/ trimmed85,207$12M0.1%2026-Q1
JOHNSON INVESTMENT COUNSEL INC trimmed85,121$12M0.1%2026-Q1
Clearstead Advisors, LLC trimmed82,787$12M0.1%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added81,606$12M0.1%2026-Q1
Savant Capital, LLC trimmed80,966$12M0.1%2026-Q1
BARTLETT & CO. WEALTH MANAGEMENT LLC trimmed74,663$12M0.1%2026-Q1
CIBC Private Wealth Group LLC added163,760$23M0.2%2025-Q4 stale
FIRST CITIZENS INVESTOR SERVICES, INC. added141,496$20M0.2%2025-Q4 stale
FSA Wealth Management LLC added110,693$15M0.2%2025-Q3 stale
COMERICA BANK trimmed94,134$13M0.1%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