Who owns IWV (IWV)
Which tracked institutional funds hold IWV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IWV 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
73 tracked funds added or opened IWV while 214 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
IWV’s largest tracked holder by dollar value, SCS Capital Management LLC, sizes it at 7.3% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 7.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IWV 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 860 tracked filers holding IWV, 274 increased or opened the position and 342 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 IWV 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 16
- Gotham Asset Management, LLC$107M
- Calamos Advisors LLC$57M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$23M
- CIBC Bancorp USA Inc.$9M
- Vanguard National Trust Co$9M
- Bleakley Financial Group, LLC$5M
Full exits 33
- COMERICA BANK$33M
- FIRST TRUST ADVISORS LP$28M
- O'Brien Wealth Partners LLC$19M
- CIBC Private Wealth Group LLC$13M
- VANGUARD GROUP INC$10M
- Humankind Investments LLC$10M
Largest adds
- American Family Investments, Inc.$208M
- GOLDMAN SACHS GROUP INC$39M
- BlackRock, Inc.$39M
- Cerity Partners LLC$37M
- FIFTH THIRD BANCORP$28M
- BANK OF AMERICA CORP /DE/$22M
Largest trims
- RHUMBLINE ADVISERS$607M
- UBS Group AG$38M
- CAPTRUST FINANCIAL ADVISORS$36M
- SCS Capital Management LLC$34M
- Concurrent Investment Advisors, LLC$33M
- TIAA TRUST, NATIONAL ASSOCIATION$25M
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 |
|---|---|---|---|---|
| SCS Capital Management LLC trimmed | 1,865,658 | $692M | 7.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,701,803 | $631M | 7.1% | 2026-Q1 |
| BlackRock, Inc. added | 1,618,714 | $600M | 6.7% | 2026-Q1 |
| MORGAN STANLEY added | 1,317,743 | $488M | 5.5% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 998,905 | $370M | 4.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 923,534 | $342M | 3.8% | 2026-Q1 |
| American Family Investments, Inc. added | 843,738 | $313M | 3.5% | 2026-Q1 |
| Pitcairn Wealth Advisors LLC trimmed | 507,490 | $196M | 2.2% | 2026-Q1 |
| UNC Management Company, Inc. added | 527,834 | $196M | 2.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 475,713 | $171M | 1.9% | 2026-Q1 |
| LPL Financial LLC trimmed | 457,350 | $170M | 1.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 398,978 | $148M | 1.7% | 2026-Q1 |
| FMR LLC trimmed | 387,948 | $144M | 1.6% | 2026-Q1 |
| Focus Partners Wealth trimmed | 360,403 | $134M | 1.5% | 2026-Q1 |
| Evensky & Katz LLC trimmed | 340,805 | $126M | 1.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 338,628 | $126M | 1.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 335,776 | $124M | 1.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 318,216 | $118M | 1.3% | 2026-Q1 |
| UBS Group AG trimmed | 296,201 | $110M | 1.2% | 2026-Q1 |
| TLWM added | 294,238 | $109M | 1.2% | 2026-Q1 |
| Gotham Asset Management, LLC new | 288,620 | $107M | 1.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 275,736 | $102M | 1.1% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 274,951 | $102M | 1.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 252,360 | $94M | 1.1% | 2026-Q1 |
| SENTINEL TRUST CO LBA trimmed | 242,928 | $90M | 1.0% | 2026-Q1 |
| Corient Private Wealth LLC added | 226,096 | $83M | 0.9% | 2026-Q1 |
| Bricktown Capital, LLC added | 222,495 | $82M | 0.9% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 194,240 | $72M | 0.8% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 174,759 | $65M | 0.7% | 2026-Q1 |
| GM Advisory Group, LLC trimmed | 173,146 | $64M | 0.7% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 170,528 | $63M | 0.7% | 2026-Q1 |
| STEPHENS INC /AR/ added | 164,161 | $61M | 0.7% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 163,610 | $61M | 0.7% | 2026-Q1 |
| BROWN ADVISORY INC added | 160,437 | $59M | 0.7% | 2026-Q1 |
| BANK OF NOVA SCOTIA | 159,700 | $59M | 0.7% | 2026-Q1 |
| DAVIS R M INC | 159,675 | $59M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 156,157 | $58M | 0.7% | 2026-Q1 |
| Calamos Advisors LLC added | 153,920 | $57M | 0.6% | 2026-Q1 |
| Calamos Wealth Management LLC trimmed | 153,920 | $57M | 0.6% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 149,844 | $56M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 149,242 | $55M | 0.6% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 146,638 | $54M | 0.6% | 2026-Q1 |
| COMMERCE BANK added | 145,398 | $54M | 0.6% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 144,141 | $53M | 0.6% | 2026-Q1 |
| Proficio Capital Partners LLC trimmed | 143,682 | $53M | 0.6% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 141,446 | $52M | 0.6% | 2026-Q1 |
| Ballentine Partners, LLC added | 138,977 | $52M | 0.6% | 2026-Q1 |
| FFT WEALTH MANAGEMENT LLC added | 137,902 | $51M | 0.6% | 2026-Q1 |
| Mill Creek Capital Advisors, LLC added | 130,652 | $48M | 0.5% | 2026-Q1 |
| Cresset Asset Management, LLC added | 127,395 | $47M | 0.5% | 2026-Q1 |
| Cerity Partners LLC added | 124,611 | $46M | 0.5% | 2026-Q1 |
| Wind River Trust Co | 124,042 | $46M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 122,656 | $45M | 0.5% | 2026-Q1 |
| Caprock Group, LLC trimmed | 120,726 | $45M | 0.5% | 2026-Q1 |
| BESSEMER GROUP INC trimmed | 114,847 | $43M | 0.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 115,291 | $42M | 0.5% | 2026-Q1 |
| PENNINGTON PARTNERS & CO., LLC added | 112,105 | $42M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 110,168 | $41M | 0.5% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 106,552 | $39M | 0.4% | 2026-Q1 |
| Clearstead Advisors, LLC added | 103,739 | $38M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 98,969 | $37M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 95,511 | $35M | 0.4% | 2026-Q1 |
| Tanglewood Wealth Management, Inc. added | 93,323 | $35M | 0.4% | 2026-Q1 |
| Mariner, LLC trimmed | 91,778 | $34M | 0.4% | 2026-Q1 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC added | 86,831 | $32M | 0.4% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 81,209 | $30M | 0.3% | 2026-Q1 |
| HB Wealth Management, LLC added | 80,307 | $30M | 0.3% | 2026-Q1 |
| Waldron Private Wealth LLC trimmed | 80,093 | $30M | 0.3% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. trimmed | 80,025 | $30M | 0.3% | 2026-Q1 |
| Provenance Wealth Advisors, LLC trimmed | 79,401 | $29M | 0.3% | 2026-Q1 |
| Brooklyn FI, LLC added | 77,859 | $29M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 75,383 | $28M | 0.3% | 2026-Q1 |
| Savant Capital, LLC added | 74,289 | $28M | 0.3% | 2026-Q1 |
| Great Diamond Partners, LLC trimmed | 72,135 | $27M | 0.3% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 71,164 | $26M | 0.3% | 2026-Q1 |
| Laird Norton Wetherby Trust Company, LLC trimmed | 70,889 | $26M | 0.3% | 2026-Q1 |
| Finley Financial, LLC trimmed | 70,747 | $26M | 0.3% | 2026-Q1 |
| Portfolio Strategies, Inc. trimmed | 70,321 | $26M | 0.3% | 2026-Q1 |
| EPIQ PARTNERS, LLC added | 67,551 | $25M | 0.3% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 64,613 | $24M | 0.3% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 62,356 | $23M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 61,046 | $23M | 0.3% | 2026-Q1 |
| Trajan Wealth LLC added | 59,173 | $22M | 0.2% | 2026-Q1 |
| Stairway Partners, LLC | 58,578 | $22M | 0.2% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC added | 58,155 | $22M | 0.2% | 2026-Q1 |
| Truepoint, Inc. trimmed | 58,119 | $22M | 0.2% | 2026-Q1 |
| Diversified Portfolios, Inc. trimmed | 56,356 | $21M | 0.2% | 2026-Q1 |
| Strategic Equity Management added | 56,171 | $21M | 0.2% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI trimmed | 54,197 | $20M | 0.2% | 2026-Q1 |
| Greenspring Advisors, LLC trimmed | 53,723 | $20M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 52,108 | $19M | 0.2% | 2026-Q1 |
| Compass Financial Group, Inc. trimmed | 50,701 | $19M | 0.2% | 2026-Q1 |
| PITCAIRN CO trimmed | 341,309 | $129M | 1.5% | 2025-Q3 stale |
| Family Firm, Inc. trimmed | 184,423 | $65M | 0.7% | 2025-Q2 stale |
| COMERICA BANK trimmed | 86,282 | $33M | 0.4% | 2025-Q4 stale |
| BRIGHTON JONES LLC trimmed | 82,343 | $31M | 0.4% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 87,409 | $31M | 0.3% | 2025-Q2 stale |
| FIRST TRUST ADVISORS LP new | 71,474 | $28M | 0.3% | 2025-Q4 stale |
| Wealthstream Advisors, Inc. | 53,882 | $20M | 0.2% | 2025-Q3 stale |
| O'Brien Wealth Partners LLC added | 50,376 | $19M | 0.2% | 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.