Who owns IWX
Which tracked institutional funds hold IWX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IWX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
78 tracked funds added or opened IWX while 30 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
IWX’s largest tracked holder by dollar value, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, sizes it at 3.6% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 3.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IWX 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 259 tracked filers holding IWX, 110 increased or opened the position and 119 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 IWX 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 15
- Proficio Capital Partners LLC$73M
- NewEdge Advisors, LLC$18M
- Montgomery Financial Services LLC$14M
- Wall Capital Group, Inc.$8M
- Stratos Investment Management, LLC$6M
- Concurrent Investment Advisors, LLC$5M
Full exits 11
- Cambridge Investment Research Advisors, Inc.$8M
- HighTower Advisors, LLC$5M
- SigFig Wealth Management, LLC$4M
- Curi Capital, LLC$2M
- B. Riley Wealth Advisors, Inc.$2M
- CWM, LLC$1M
Largest adds
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$88M
- AE Wealth Management LLC$21M
- Sterling Capital Management LLC$11M
- First Citizens Asset Management, Inc.$10M
- AMERIPRISE FINANCIAL INC$9M
- Richard P Slaughter Associates Inc$9M
Largest trims
- FIRST CITIZENS BANK & TRUST CO$75M
- Envestnet Portfolio Solutions, Inc.$67M
- ENVESTNET ASSET MANAGEMENT INC$57M
- Lloyd Advisory Services, LLC.$26M
- GOLDMAN SACHS GROUP INC$13M
- MML INVESTORS SERVICES, LLC$5M
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 |
|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 9,859,021 | $1.0B | 27.7% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 4,907,301 | $516M | 13.8% | 2026-Q2 |
| FIRST CITIZENS BANK & TRUST CO trimmed | 4,514,061 | $475M | 12.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,815,846 | $191M | 5.1% | 2026-Q2 |
| AE Wealth Management LLC added | 1,176,003 | $124M | 3.3% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 911,734 | $96M | 2.6% | 2026-Q2 |
| Proficio Capital Partners LLC added | 692,856 | $73M | 1.9% | 2026-Q2 |
| Clark Capital Management Group, Inc. trimmed | 565,031 | $59M | 1.6% | 2026-Q2 |
| First Citizens Asset Management, Inc. added | 550,641 | $58M | 1.5% | 2026-Q2 |
| Richard P Slaughter Associates Inc added | 513,314 | $54M | 1.4% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB trimmed | 492,332 | $52M | 1.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 483,315 | $51M | 1.4% | 2026-Q2 |
| SVB WEALTH LLC added | 477,994 | $50M | 1.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 414,030 | $44M | 1.2% | 2026-Q2 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 394,910 | $42M | 1.1% | 2026-Q2 |
| UBS Group AG added | 376,112 | $40M | 1.1% | 2026-Q2 |
| Kingdom Financial Group LLC. added | 324,849 | $34M | 0.9% | 2026-Q2 |
| Sterling Capital Management LLC added | 316,217 | $33M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 287,855 | $30M | 0.8% | 2026-Q2 |
| RTD Financial Advisors, Inc. added | 279,877 | $29M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 266,777 | $28M | 0.7% | 2026-Q2 |
| LifeWealth Investments, LLC added | 249,969 | $26M | 0.7% | 2026-Q2 |
| JSF Financial, LLC trimmed | 239,472 | $25M | 0.7% | 2026-Q2 |
| Compton Wealth Advisory Group, LLC trimmed | 239,223 | $25M | 0.7% | 2026-Q2 |
| Bryn Mawr Trust Advisors, LLC trimmed | 236,778 | $25M | 0.7% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 217,189 | $23M | 0.6% | 2026-Q2 |
| Waverly Advisors, LLC added | 216,815 | $23M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 207,128 | $22M | 0.6% | 2026-Q2 |
| HOWARD BAILEY SECURITIES, LLC added | 201,456 | $21M | 0.6% | 2026-Q2 |
| MORGAN STANLEY added | 200,112 | $21M | 0.6% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 181,611 | $19M | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 179,280 | $19M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 176,522 | $19M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 174,263 | $18M | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 164,385 | $17M | 0.5% | 2026-Q2 |
| Arkadios Wealth Advisors added | 148,157 | $16M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 142,144 | $15M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 135,545 | $14M | 0.4% | 2026-Q2 |
| One Capital Management, LLC | 133,890 | $12M | 0.3% | 2026-Q2 |
| Horst & Graben Wealth Management LLC added | 133,886 | $14M | 0.4% | 2026-Q2 |
| Montgomery Financial Services LLC new | 132,081 | $14M | 0.4% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 131,189 | $14M | 0.4% | 2026-Q2 |
| Key Capital Management, INC added | 128,769 | $14M | 0.4% | 2026-Q2 |
| Simplicity Wealth,LLC added | 116,634 | $12M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 105,799 | $11M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 84,977 | $9M | 0.2% | 2026-Q2 |
| Wall Capital Group, Inc. new | 78,088 | $8M | 0.2% | 2026-Q2 |
| GTS FINANCIAL, LLC added | 75,271 | $6M | 0.2% | 2026-Q2 |
| Veridan Wealth LLC trimmed | 64,262 | $7M | 0.2% | 2026-Q2 |
| Legacy Advisory Services, LLC added | 63,553 | $7M | 0.2% | 2026-Q2 |
| GLOBALT Investments LLC / GA trimmed | 62,611 | $7M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 62,095 | $7M | 0.2% | 2026-Q2 |
| Stratos Investment Management, LLC new | 57,635 | $6M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 55,950 | $6M | 0.2% | 2026-Q2 |
| Csenge Advisory Group trimmed | 52,901 | $6M | 0.1% | 2026-Q2 |
| MATTERS CAPITAL LLC added | 52,223 | $5M | 0.1% | 2026-Q2 |
| FIRST AMERICAN TRUST, FSB trimmed | 51,115 | $5M | 0.1% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC added | 50,412 | $5M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 49,065 | $5M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 48,575 | $5M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC new | 44,866 | $5M | 0.1% | 2026-Q2 |
| Compound Planning, Inc. trimmed | 43,758 | $5M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 41,658 | $4M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 39,500 | $4M | 0.1% | 2026-Q2 |
| Fifth Third Wealth Advisors LLC added | 37,565 | $4M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 36,147 | $4M | 0.1% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 33,488 | $4M | 0.1% | 2026-Q2 |
| GRANVILLE CAPITAL, INC. | 30,778 | $3M | 0.1% | 2026-Q2 |
| SOA Wealth Advisors, LLC. trimmed | 30,132 | $3M | 0.1% | 2026-Q2 |
| FWG Investments, LLC. added | 29,840 | $3M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 29,004 | $3M | 0.1% | 2026-Q2 |
| World Investment Advisors trimmed | 27,684 | $3M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 24,840 | $3M | 0.1% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. added | 24,632 | $3M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 22,509 | $2M | 0.1% | 2026-Q2 |
| Global Wealth Management Investment Advisory, Inc. added | 22,030 | $2M | 0.1% | 2026-Q2 |
| Waldron Private Wealth LLC | 21,097 | $2M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 20,033 | $2M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 19,820 | $2M | 0.1% | 2026-Q2 |
| Centerpoint Advisory Group added | 19,815 | $2M | 0.1% | 2026-Q2 |
| Signal Advisors Wealth, LLC trimmed | 18,227 | $2M | 0.1% | 2026-Q2 |
| Strategic Blueprint, LLC added | 18,038 | $2M | 0.1% | 2026-Q2 |
| FIRST NATIONAL BANK OF OMAHA | 17,838 | $2M | 0.1% | 2026-Q2 |
| B.O.S.S. Retirement Advisors, LLC trimmed | 17,784 | $2M | 0.0% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 17,444 | $2M | 0.0% | 2026-Q2 |
| FMR LLC added | 16,794 | $2M | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 16,535 | $2M | 0.0% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 15,831 | $2M | 0.0% | 2026-Q2 |
| CFS Investment Advisory Services, LLC trimmed | 15,748 | $2M | 0.0% | 2026-Q2 |
| Venture Visionary Partners LLC added | 15,159 | $2M | 0.0% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 14,952 | $2M | 0.0% | 2026-Q2 |
| FLP Wealth Management, LLC added | 14,238 | $1M | 0.0% | 2026-Q2 |
| Arcadia Wealth Management, LLC trimmed | 13,956 | $1M | 0.0% | 2026-Q2 |
| Alpha Zero LLC | 13,925 | $2M | 0.0% | 2026-Q2 |
| Lloyd Advisory Services, LLC. trimmed | 13,901 | $1M | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 13,778 | $1M | 0.0% | 2026-Q2 |
| Claro Advisors Inc. added | 13,552 | $1M | 0.0% | 2026-Q2 |
| Cresset Asset Management, LLC | 13,321 | $1M | 0.0% | 2026-Q2 |
| FIDELIS CAPITAL PARTNERS, LLC | 12,728 | $1M | 0.0% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 12,667 | $1M | 0.0% | 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.