Who owns 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-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 IWV is one-sided between 2026-Q1 and 2026-Q2: 304 added or opened and 66 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
IWV’s largest tracked holder by dollar value, GOLDMAN SACHS GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.2pp gap the other way — the median holder sizes IWV more heavily than its largest holder by dollar value does.
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 2026-Q1 and 2026-Q2, across 879 tracked filers holding IWV, 300 increased or opened the position and 345 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 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 30
- CIBC Asset Management Inc$37M
- BRIGHTON JONES LLC$32M
- JANE STREET GROUP, LLC$10M
- Ameritas Advisory Services, LLC$8M
- Tower Research Capital LLC (TRC)$7M
- NewEdge Advisors, LLC$7M
Full exits 41
- UNC Management Company, Inc.$196M
- Evensky & Katz LLC$126M
- HighTower Advisors, LLC$118M
- SENTINEL TRUST CO LBA$90M
- GM Advisory Group, LLC$64M
- Calamos Advisors LLC$57M
Largest adds
- American Family Investments, Inc.$381M
- GOLDMAN SACHS GROUP INC$205M
- SCS Capital Management LLC$101M
- Wealthspire Advisors, LLC$75M
- Pathstone Holdings, LLC$58M
- Focus Partners Wealth$54M
Largest trims
- BlackRock, Inc.$172M
- BANK OF AMERICA CORP /DE/$52M
- Portfolio Strategies, Inc.$26M
- IEQ CAPITAL, LLC$15M
- FMR LLC$15M
- STRATEGIC INVESTMENT MANAGEMENT, LLC$15M
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 |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC added | 1,960,068 | $836M | 8.9% | 2026-Q2 |
| SCS Capital Management LLC trimmed | 1,858,646 | $793M | 8.4% | 2026-Q2 |
| American Family Investments, Inc. added | 1,627,426 | $694M | 7.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,155,278 | $493M | 5.3% | 2026-Q2 |
| BlackRock, Inc. trimmed | 1,004,513 | $428M | 4.6% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 993,509 | $424M | 4.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 680,045 | $290M | 3.1% | 2026-Q2 |
| Pitcairn Wealth Advisors LLC trimmed | 503,370 | $215M | 2.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 479,995 | $203M | 2.2% | 2026-Q2 |
| LPL Financial LLC added | 465,469 | $198M | 2.1% | 2026-Q2 |
| Focus Partners Wealth added | 440,213 | $188M | 2.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 405,547 | $173M | 1.8% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 348,820 | $149M | 1.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 331,519 | $141M | 1.5% | 2026-Q2 |
| FMR LLC trimmed | 301,846 | $129M | 1.4% | 2026-Q2 |
| UBS Group AG trimmed | 295,890 | $126M | 1.3% | 2026-Q2 |
| TLWM trimmed | 292,816 | $125M | 1.3% | 2026-Q2 |
| Gotham Asset Management, LLC added | 292,440 | $125M | 1.3% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 268,919 | $115M | 1.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 244,347 | $104M | 1.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 242,291 | $103M | 1.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 217,463 | $93M | 1.0% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 212,799 | $91M | 1.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 202,285 | $86M | 0.9% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 193,707 | $83M | 0.9% | 2026-Q2 |
| Bricktown Capital, LLC trimmed | 187,144 | $80M | 0.9% | 2026-Q2 |
| STEPHENS INC /AR/ added | 177,801 | $76M | 0.8% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 167,834 | $72M | 0.8% | 2026-Q2 |
| Calamos Wealth Management LLC added | 163,526 | $70M | 0.7% | 2026-Q2 |
| BANK OF NOVA SCOTIA | 159,700 | $68M | 0.7% | 2026-Q2 |
| DAVIS R M INC | 159,675 | $68M | 0.7% | 2026-Q2 |
| Pathstone Holdings, LLC added | 159,058 | $68M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 156,335 | $67M | 0.7% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 151,447 | $65M | 0.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 149,816 | $64M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 148,874 | $63M | 0.7% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 146,205 | $62M | 0.7% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 145,453 | $62M | 0.7% | 2026-Q2 |
| COMMERCE BANK trimmed | 145,100 | $62M | 0.7% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 144,384 | $62M | 0.7% | 2026-Q2 |
| Proficio Capital Partners LLC trimmed | 143,298 | $61M | 0.7% | 2026-Q2 |
| Ballentine Partners, LLC trimmed | 138,773 | $59M | 0.6% | 2026-Q2 |
| FFT WEALTH MANAGEMENT LLC trimmed | 136,855 | $58M | 0.6% | 2026-Q2 |
| Cerity Partners LLC added | 127,832 | $55M | 0.6% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 125,851 | $54M | 0.6% | 2026-Q2 |
| Heck Capital Advisors, LLC added | 124,292 | $53M | 0.6% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 124,004 | $53M | 0.6% | 2026-Q2 |
| Caprock Group, LLC trimmed | 119,191 | $51M | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 117,905 | $49M | 0.5% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 116,454 | $50M | 0.5% | 2026-Q2 |
| Wind River Trust Co trimmed | 113,918 | $49M | 0.5% | 2026-Q2 |
| PENNINGTON PARTNERS & CO., LLC trimmed | 109,483 | $47M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 108,567 | $46M | 0.5% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 103,636 | $44M | 0.5% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 102,427 | $44M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 98,874 | $42M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 93,596 | $40M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 91,682 | $39M | 0.4% | 2026-Q2 |
| Mariner, LLC trimmed | 90,538 | $39M | 0.4% | 2026-Q2 |
| CIBC Asset Management Inc new | 87,817 | $37M | 0.4% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 85,698 | $37M | 0.4% | 2026-Q2 |
| HB Wealth Management, LLC added | 80,702 | $34M | 0.4% | 2026-Q2 |
| Brooklyn FI, LLC added | 79,177 | $34M | 0.4% | 2026-Q2 |
| Waldron Private Wealth LLC trimmed | 78,861 | $34M | 0.4% | 2026-Q2 |
| Provenance Wealth Advisors, LLC trimmed | 78,528 | $33M | 0.4% | 2026-Q2 |
| BRIGHTON JONES LLC trimmed | 76,042 | $32M | 0.3% | 2026-Q2 |
| Tanglewood Wealth Management, Inc. trimmed | 74,519 | $32M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 74,325 | $32M | 0.3% | 2026-Q2 |
| Savant Capital, LLC trimmed | 74,224 | $32M | 0.3% | 2026-Q2 |
| Great Diamond Partners, LLC added | 72,221 | $31M | 0.3% | 2026-Q2 |
| EPIQ PARTNERS, LLC added | 71,755 | $31M | 0.3% | 2026-Q2 |
| Finley Financial, LLC trimmed | 69,374 | $30M | 0.3% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 68,656 | $29M | 0.3% | 2026-Q2 |
| Laird Norton Wetherby Trust Company, LLC trimmed | 66,920 | $29M | 0.3% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 63,550 | $27M | 0.3% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 60,355 | $26M | 0.3% | 2026-Q2 |
| Trajan Wealth LLC added | 59,839 | $26M | 0.3% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC added | 58,190 | $25M | 0.3% | 2026-Q2 |
| Truepoint, Inc. trimmed | 57,571 | $25M | 0.3% | 2026-Q2 |
| Stairway Partners, LLC trimmed | 56,534 | $24M | 0.3% | 2026-Q2 |
| Diversified Portfolios, Inc. trimmed | 56,280 | $24M | 0.3% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI added | 54,790 | $23M | 0.2% | 2026-Q2 |
| Greenspring Advisors, LLC trimmed | 53,486 | $23M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 53,370 | $23M | 0.2% | 2026-Q2 |
| Strategic Equity Management trimmed | 53,092 | $23M | 0.2% | 2026-Q2 |
| Forvis Mazars Wealth Advisors, LLC added | 52,369 | $22M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 52,068 | $22M | 0.2% | 2026-Q2 |
| Compass Financial Group, Inc. trimmed | 48,145 | $21M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 47,784 | $20M | 0.2% | 2026-Q2 |
| KDK Private Wealth Management, LLC added | 46,734 | $20M | 0.2% | 2026-Q2 |
| NEPC LLC | 46,031 | $20M | 0.2% | 2026-Q2 |
| Creative Planning added | 44,680 | $19M | 0.2% | 2026-Q2 |
| Balentine LLC added | 43,941 | $19M | 0.2% | 2026-Q2 |
| WHITTIER TRUST CO added | 42,663 | $18M | 0.2% | 2026-Q2 |
| Fund Evaluation Group, LLC trimmed | 42,134 | $18M | 0.2% | 2026-Q2 |
| Moss Adams Wealth Advisors LLC trimmed | 41,783 | $18M | 0.2% | 2026-Q2 |
| Embree Financial Group trimmed | 41,512 | $18M | 0.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 41,483 | $18M | 0.2% | 2026-Q2 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC trimmed | 41,391 | $18M | 0.2% | 2026-Q2 |
| Crestwood Advisors Group, LLC trimmed | 41,335 | $18M | 0.2% | 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.