Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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 IWS is one-sided between 2026-Q1 and 2026-Q2: 265 added or opened and 68 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
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 0.2pp 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 2026-Q1 and 2026-Q2, across 1005 tracked filers holding IWS, 385 increased or opened the position and 433 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 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 24
- NewEdge Advisors, LLC$14M
- Montgomery Financial Services LLC$7M
- Global Retirement Partners, LLC$6M
- J.W. COLE ADVISORS, INC.$4M
- XTX Topco Ltd$4M
- Midwest Professional Planners, LTD.$4M
Full exits 33
- Betterment LLC$216M
- Pacific Life Fund Advisors LLC$88M
- Proficio Capital Partners LLC$52M
- BNP PARIBAS FINANCIAL MARKETS$43M
- NATIXIS ADVISORS, LLC$38M
- THOMPSON SIEGEL & WALMSLEY LLC$32M
Largest adds
- MORGAN STANLEY$155M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$60M
- BANK OF AMERICA CORP /DE/$55M
- JONES FINANCIAL COMPANIES LLLP$52M
- COMMONWEALTH EQUITY SERVICES, LLC$36M
- FMR LLC$34M
Largest trims
- Equitable Holdings, Inc.$97M
- Allworth Financial LP$16M
- Lloyd Advisory Services, LLC.$14M
- EARNEST PARTNERS LLC$4M
- KMG FIDUCIARY PARTNERS, LLC$4M
- VICTORY CAPITAL MANAGEMENT INC$4M
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 | 8,080,549 | $1.3B | 12.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 6,991,663 | $1.2B | 11.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 3,628,958 | $597M | 5.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,493,811 | $575M | 5.5% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC added | 2,733,733 | $450M | 4.3% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 2,522,416 | $415M | 4.0% | 2026-Q2 |
| FIRST CITIZENS BANK & TRUST CO trimmed | 2,408,682 | $396M | 3.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,175,825 | $358M | 3.4% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 1,985,054 | $327M | 3.1% | 2026-Q2 |
| FMR LLC trimmed | 1,915,152 | $315M | 3.0% | 2026-Q2 |
| COMMERCE BANK trimmed | 1,912,761 | $315M | 3.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,868,064 | $307M | 2.9% | 2026-Q2 |
| UBS Group AG trimmed | 1,686,200 | $278M | 2.7% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 1,224,739 | $202M | 1.9% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,220,367 | $201M | 1.9% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC added | 1,043,989 | $172M | 1.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,024,250 | $169M | 1.6% | 2026-Q2 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ trimmed | 940,874 | $155M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 838,328 | $138M | 1.3% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 761,386 | $125M | 1.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 759,625 | $125M | 1.2% | 2026-Q2 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC trimmed | 709,976 | $117M | 1.1% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 669,651 | $110M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 641,160 | $106M | 1.0% | 2026-Q2 |
| Heritage Wealth Advisors trimmed | 534,456 | $88M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 448,812 | $74M | 0.7% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP added | 443,267 | $73M | 0.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 433,102 | $71M | 0.7% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 368,117 | $61M | 0.6% | 2026-Q2 |
| AMG National Trust Bank trimmed | 309,347 | $51M | 0.5% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 308,877 | $51M | 0.5% | 2026-Q2 |
| Mariner, LLC added | 298,489 | $49M | 0.5% | 2026-Q2 |
| SVB WEALTH LLC added | 276,422 | $45M | 0.4% | 2026-Q2 |
| Cedar Mountain Advisors, LLC added | 252,713 | $42M | 0.4% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 251,143 | $41M | 0.4% | 2026-Q2 |
| GLOBALT Investments LLC / GA trimmed | 246,217 | $41M | 0.4% | 2026-Q2 |
| Focus Partners Wealth added | 242,638 | $40M | 0.4% | 2026-Q2 |
| ANCHOR CAPITAL ADVISORS LLC trimmed | 236,815 | $39M | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 227,724 | $37M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 217,129 | $36M | 0.3% | 2026-Q2 |
| LPWM LLC trimmed | 216,410 | $36M | 0.3% | 2026-Q2 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 214,090 | $35M | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 202,538 | $33M | 0.3% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 196,189 | $32M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 184,290 | $30M | 0.3% | 2026-Q2 |
| Badgley Phelps Wealth Managers, LLC added | 181,221 | $30M | 0.3% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 178,812 | $29M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 177,365 | $29M | 0.3% | 2026-Q2 |
| Arax Advisory Partners added | 175,240 | $29M | 0.3% | 2026-Q2 |
| Wescott Financial Advisory Group, LLC trimmed | 175,179 | $29M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 175,026 | $29M | 0.3% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 172,757 | $28M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 169,326 | $28M | 0.3% | 2026-Q2 |
| Rodgers & Associates, LTD trimmed | 165,969 | $27M | 0.3% | 2026-Q2 |
| Parkway Wealth Management Group, LLC added | 165,703 | $27M | 0.3% | 2026-Q2 |
| First Citizens Asset Management, Inc. added | 165,173 | $27M | 0.3% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. trimmed | 152,413 | $25M | 0.2% | 2026-Q2 |
| M&T Bank Corp trimmed | 150,670 | $25M | 0.2% | 2026-Q2 |
| Asset Management Group, Inc. trimmed | 150,365 | $25M | 0.2% | 2026-Q2 |
| RTD Financial Advisors, Inc. added | 143,704 | $24M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 140,661 | $23M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 139,810 | $23M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 132,040 | $22M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 130,880 | $22M | 0.2% | 2026-Q2 |
| Prosperity Consulting Group, LLC added | 123,463 | $20M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 122,009 | $20M | 0.2% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 119,234 | $20M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 115,302 | $19M | 0.2% | 2026-Q2 |
| Fifth Third Securities, Inc. trimmed | 114,199 | $19M | 0.2% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 112,413 | $19M | 0.2% | 2026-Q2 |
| Avantax Planning Partners, Inc. trimmed | 111,409 | $18M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 107,050 | $18M | 0.2% | 2026-Q2 |
| Kingdom Financial Group LLC. trimmed | 97,730 | $16M | 0.2% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 97,509 | $16M | 0.2% | 2026-Q2 |
| FIRST HORIZON CORP added | 94,904 | $16M | 0.1% | 2026-Q2 |
| MAI Capital Management added | 94,471 | $16M | 0.1% | 2026-Q2 |
| Bishop & Co Investment Management, LLC added | 92,765 | $15M | 0.1% | 2026-Q2 |
| Occidental Asset Management, LLC trimmed | 92,587 | $15M | 0.1% | 2026-Q2 |
| BOKF, NA added | 89,096 | $15M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 86,319 | $14M | 0.1% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC trimmed | 84,109 | $14M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 83,687 | $14M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 83,598 | $14M | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 81,731 | $13M | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 81,640 | $13M | 0.1% | 2026-Q2 |
| Moran Wealth Management, LLC added | 78,357 | $13M | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC added | 78,000 | $13M | 0.1% | 2026-Q2 |
| LifeWealth Investments, LLC added | 77,276 | $13M | 0.1% | 2026-Q2 |
| One Capital Management, LLC | 77,058 | $11M | 0.1% | 2026-Q2 |
| WestHill Financial Advisors, Inc. trimmed | 74,979 | $12M | 0.1% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC trimmed | 74,326 | $12M | 0.1% | 2026-Q2 |
| JMG Financial Group, Ltd. trimmed | 73,795 | $12M | 0.1% | 2026-Q2 |
| Sentinel Advisory Group, LLC added | 68,855 | $11M | 0.1% | 2026-Q2 |
| XML Financial, LLC added | 68,063 | $11M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 68,028 | $11M | 0.1% | 2026-Q2 |
| TWIN FOCUS CAPITAL PARTNERS, LLC added | 67,423 | $11M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 66,581 | $11M | 0.1% | 2026-Q2 |
| MidFirst Bank trimmed | 62,850 | $10M | 0.1% | 2026-Q2 |
| Corundum Group, Inc. trimmed | 61,801 | $10M | 0.1% | 2026-Q2 |
| HOWARD BAILEY SECURITIES, LLC trimmed | 61,554 | $10M | 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.