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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 8,065,380 | $1.2B | 11.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 7,702,234 | $1.1B | 10.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 3,933,330 | $573M | 5.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,567,568 | $520M | 5.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 2,782,303 | $405M | 4.0% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 2,673,419 | $390M | 3.8% | 2026-Q1 |
| FIRST CITIZENS BANK & TRUST CO trimmed | 2,666,348 | $389M | 3.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 2,376,742 | $346M | 3.4% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 2,034,314 | $296M | 2.9% | 2026-Q1 |
| COMMERCE BANK trimmed | 1,980,452 | $289M | 2.9% | 2026-Q1 |
| FMR LLC trimmed | 1,927,770 | $281M | 2.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,865,296 | $272M | 2.7% | 2026-Q1 |
| UBS Group AG added | 1,778,173 | $259M | 2.6% | 2026-Q1 |
| Betterment LLC trimmed | 1,478,807 | $216M | 2.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 1,251,682 | $182M | 1.8% | 2026-Q1 |
| LPL Financial LLC added | 1,246,982 | $182M | 1.8% | 2026-Q1 |
| Cassaday & Co Wealth Management LLC added | 1,023,739 | $149M | 1.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 992,650 | $145M | 1.4% | 2026-Q1 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ trimmed | 947,543 | $138M | 1.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 941,353 | $137M | 1.4% | 2026-Q1 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 770,873 | $112M | 1.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 787,533 | $112M | 1.1% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 406,855 | $104M | 1.0% | 2026-Q1 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC added | 713,481 | $104M | 1.0% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 683,625 | $100M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 648,853 | $95M | 0.9% | 2026-Q1 |
| Pacific Life Fund Advisors LLC trimmed | 606,826 | $88M | 0.9% | 2026-Q1 |
| Heritage Wealth Advisors added | 545,471 | $79M | 0.8% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 437,111 | $64M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 431,101 | $63M | 0.6% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 429,682 | $63M | 0.6% | 2026-Q1 |
| AE Wealth Management LLC added | 380,308 | $55M | 0.5% | 2026-Q1 |
| Proficio Capital Partners LLC added | 357,500 | $52M | 0.5% | 2026-Q1 |
| Lido Advisors, LLC added | 321,226 | $47M | 0.5% | 2026-Q1 |
| AMG National Trust Bank trimmed | 315,369 | $46M | 0.5% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 296,327 | $43M | 0.4% | 2026-Q1 |
| Mariner, LLC trimmed | 293,064 | $43M | 0.4% | 2026-Q1 |
| ANCHOR CAPITAL ADVISORS LLC trimmed | 278,371 | $41M | 0.4% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 255,119 | $40M | 0.4% | 2026-Q1 |
| SVB WEALTH LLC trimmed | 261,202 | $38M | 0.4% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 259,124 | $38M | 0.4% | 2026-Q1 |
| GLOBALT Investments LLC / GA added | 252,907 | $37M | 0.4% | 2026-Q1 |
| Cedar Mountain Advisors, LLC trimmed | 251,582 | $37M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 241,839 | $35M | 0.3% | 2026-Q1 |
| Focus Partners Wealth added | 241,074 | $35M | 0.3% | 2026-Q1 |
| LPWM LLC trimmed | 226,691 | $33M | 0.3% | 2026-Q1 |
| THOMPSON SIEGEL & WALMSLEY LLC trimmed | 221,510 | $32M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 218,629 | $32M | 0.3% | 2026-Q1 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 216,645 | $32M | 0.3% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 203,918 | $30M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 202,955 | $30M | 0.3% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 198,559 | $29M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 195,387 | $28M | 0.3% | 2026-Q1 |
| Wescott Financial Advisory Group, LLC trimmed | 180,890 | $26M | 0.3% | 2026-Q1 |
| Badgley Phelps Wealth Managers, LLC added | 178,501 | $26M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 177,890 | $26M | 0.3% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 177,514 | $26M | 0.3% | 2026-Q1 |
| Parkway Wealth Management Group, LLC trimmed | 165,570 | $25M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 171,130 | $25M | 0.2% | 2026-Q1 |
| Rodgers & Associates, LTD trimmed | 170,676 | $25M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 169,103 | $25M | 0.2% | 2026-Q1 |
| First Citizens Asset Management, Inc. added | 164,471 | $24M | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 164,113 | $24M | 0.2% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 152,784 | $22M | 0.2% | 2026-Q1 |
| M&T Bank Corp added | 151,996 | $22M | 0.2% | 2026-Q1 |
| Asset Management Group, Inc. trimmed | 151,776 | $22M | 0.2% | 2026-Q1 |
| RTD Financial Advisors, Inc. trimmed | 143,113 | $21M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 140,799 | $21M | 0.2% | 2026-Q1 |
| Creative Planning trimmed | 133,277 | $19M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 131,986 | $19M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 128,659 | $19M | 0.2% | 2026-Q1 |
| Arax Advisory Partners trimmed | 128,308 | $19M | 0.2% | 2026-Q1 |
| Sterling Capital Management LLC added | 125,473 | $18M | 0.2% | 2026-Q1 |
| LBJ Family Wealth Advisors, Ltd. trimmed | 125,594 | $18M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 120,612 | $18M | 0.2% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 117,673 | $17M | 0.2% | 2026-Q1 |
| Allworth Financial LP trimmed | 116,455 | $17M | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 115,894 | $17M | 0.2% | 2026-Q1 |
| Avantax Planning Partners, Inc. added | 114,135 | $17M | 0.2% | 2026-Q1 |
| Prosperity Consulting Group, LLC added | 113,106 | $16M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 112,144 | $16M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC added | 108,057 | $16M | 0.2% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 104,483 | $15M | 0.2% | 2026-Q1 |
| Kingdom Financial Group LLC. added | 98,615 | $14M | 0.1% | 2026-Q1 |
| Lloyd Advisory Services, LLC. added | 98,615 | $14M | 0.1% | 2026-Q1 |
| Occidental Asset Management, LLC added | 93,493 | $14M | 0.1% | 2026-Q1 |
| FIRST HORIZON CORP added | 92,925 | $14M | 0.1% | 2026-Q1 |
| Bishop & Co Investment Management, LLC trimmed | 92,615 | $13M | 0.1% | 2026-Q1 |
| BOKF, NA trimmed | 88,741 | $13M | 0.1% | 2026-Q1 |
| MAI Capital Management trimmed | 88,647 | $13M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 85,207 | $12M | 0.1% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC trimmed | 85,121 | $12M | 0.1% | 2026-Q1 |
| Clearstead Advisors, LLC trimmed | 82,787 | $12M | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 81,606 | $12M | 0.1% | 2026-Q1 |
| Savant Capital, LLC trimmed | 80,966 | $12M | 0.1% | 2026-Q1 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC trimmed | 74,663 | $12M | 0.1% | 2026-Q1 |
| CIBC Private Wealth Group LLC added | 163,760 | $23M | 0.2% | 2025-Q4 stale |
| FIRST CITIZENS INVESTOR SERVICES, INC. added | 141,496 | $20M | 0.2% | 2025-Q4 stale |
| FSA Wealth Management LLC added | 110,693 | $15M | 0.2% | 2025-Q3 stale |
| COMERICA BANK trimmed | 94,134 | $13M | 0.1% | 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.
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.