Who owns IWY (IWY)
Which tracked institutional funds hold IWY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IWY 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
76 tracked funds added or opened IWY 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
IWY’s largest tracked holder by dollar value, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, sizes it at 4.9% of its own reported 13F book, while the median holder sizes it at 0.9% of theirs — a 4.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IWY 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 632 tracked filers holding IWY, 314 increased or opened the position and 266 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 IWY 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 20
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$1.3B
- Baer Investment Advisory LLC$115M
- OLD NATIONAL BANCORP /IN/$18M
- Cornerstone Wealth, LLC/TN$8M
- Jump Financial, LLC$7M
- Envision Financial Transparency, LLC$6M
Full exits 29
- FIRST CITIZENS INVESTOR SERVICES, INC.$76M
- NewEdge Advisors, LLC$46M
- Global Retirement Partners, LLC$43M
- BUSH INVESTMENT GROUP, LLC$21M
- AXXCESS WEALTH MANAGEMENT, LLC$9M
- Concorde Asset Management, LLC$7M
Largest adds
- BANK OF AMERICA CORP /DE/$249M
- Lloyd Advisory Services, LLC.$40M
- One Capital Management, LLC$17M
- Prosperity Consulting Group, LLC$17M
- Independent Advisor Alliance$16M
- Kovack Advisors, Inc.$9M
Largest trims
- TIAA TRUST, NATIONAL ASSOCIATION$1.6B
- Envestnet Portfolio Solutions, Inc.$138M
- FIRST CITIZENS BANK & TRUST CO$135M
- AMERIPRISE FINANCIAL INC$100M
- LPL Financial LLC$68M
- Mariner, LLC$59M
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 |
|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 5,073,815 | $1.3B | 12.4% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 4,738,488 | $1.2B | 11.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 3,541,861 | $881M | 8.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 3,357,374 | $835M | 8.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 2,387,655 | $594M | 5.8% | 2026-Q1 |
| Mariner, LLC trimmed | 1,393,999 | $347M | 3.4% | 2026-Q1 |
| MORGAN STANLEY added | 1,354,526 | $337M | 3.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 916,739 | $228M | 2.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 738,446 | $184M | 1.8% | 2026-Q1 |
| AE Wealth Management LLC added | 658,865 | $164M | 1.6% | 2026-Q1 |
| Boulay Financial Advisors, LLC added | 610,081 | $152M | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 568,039 | $141M | 1.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 562,937 | $140M | 1.4% | 2026-Q1 |
| FIRST CITIZENS BANK & TRUST CO trimmed | 4,522,656 | $125M | 1.2% | 2026-Q1 |
| Atlantic Union Bankshares Corp trimmed | 499,514 | $124M | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 476,413 | $119M | 1.2% | 2026-Q1 |
| Baer Investment Advisory LLC new | 462,598 | $115M | 1.1% | 2026-Q1 |
| VICTORY FINANCIAL GROUP, LLC added | 462,598 | $115M | 1.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 459,861 | $114M | 1.1% | 2026-Q1 |
| UBS Group AG added | 426,828 | $106M | 1.0% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 426,268 | $106M | 1.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 394,279 | $98M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers added | 373,839 | $93M | 0.9% | 2026-Q1 |
| Wilmington Savings Fund Society, FSB trimmed | 372,712 | $93M | 0.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 359,804 | $90M | 0.9% | 2026-Q1 |
| First Citizens Asset Management, Inc. added | 302,820 | $75M | 0.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 302,000 | $75M | 0.7% | 2026-Q1 |
| Prosperity Consulting Group, LLC added | 292,068 | $73M | 0.7% | 2026-Q1 |
| SVB WEALTH LLC trimmed | 272,431 | $68M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 263,939 | $66M | 0.6% | 2026-Q1 |
| Bryn Mawr Trust Advisors, LLC trimmed | 258,769 | $64M | 0.6% | 2026-Q1 |
| Portfolio Strategies, Inc. trimmed | 248,470 | $62M | 0.6% | 2026-Q1 |
| DAVENPORT & Co LLC added | 221,899 | $55M | 0.5% | 2026-Q1 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 207,497 | $52M | 0.5% | 2026-Q1 |
| SOA Wealth Advisors, LLC. trimmed | 206,948 | $51M | 0.5% | 2026-Q1 |
| Intelligence Driven Advisers, LLC trimmed | 205,774 | $51M | 0.5% | 2026-Q1 |
| Wharton Business Group, LLC added | 201,369 | $50M | 0.5% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. added | 191,554 | $48M | 0.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 186,712 | $45M | 0.4% | 2026-Q1 |
| Perennial Investment Advisors, LLC added | 168,225 | $42M | 0.4% | 2026-Q1 |
| Kingdom Financial Group LLC. added | 168,261 | $42M | 0.4% | 2026-Q1 |
| Lloyd Advisory Services, LLC. added | 168,261 | $42M | 0.4% | 2026-Q1 |
| One Capital Management, LLC added | 162,986 | $41M | 0.4% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 156,757 | $39M | 0.4% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed | 150,522 | $37M | 0.4% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 150,279 | $37M | 0.4% | 2026-Q1 |
| Aspire Capital Advisors LLC added | 145,234 | $36M | 0.4% | 2026-Q1 |
| Richard P Slaughter Associates Inc trimmed | 142,511 | $35M | 0.3% | 2026-Q1 |
| Sterling Capital Management LLC added | 139,295 | $35M | 0.3% | 2026-Q1 |
| ProVise Management Group, LLC added | 133,032 | $33M | 0.3% | 2026-Q1 |
| LifeWealth Investments, LLC added | 132,322 | $33M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 125,329 | $31M | 0.3% | 2026-Q1 |
| Compton Wealth Advisory Group, LLC added | 118,862 | $30M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 114,007 | $28M | 0.3% | 2026-Q1 |
| Waverly Advisors, LLC added | 113,353 | $28M | 0.3% | 2026-Q1 |
| HOWARD BAILEY SECURITIES, LLC added | 111,862 | $28M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 107,450 | $27M | 0.3% | 2026-Q1 |
| Valmark Advisers, Inc. added | 105,934 | $26M | 0.3% | 2026-Q1 |
| Brookstone Capital Management added | 104,883 | $26M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 100,503 | $25M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC added | 99,559 | $25M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 101,559 | $24M | 0.2% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC added | 95,463 | $24M | 0.2% | 2026-Q1 |
| Forum Private Client Group LLC added | 87,781 | $22M | 0.2% | 2026-Q1 |
| Fischer Financial Services, Inc. added | 85,244 | $21M | 0.2% | 2026-Q1 |
| M&T Bank Corp added | 84,816 | $21M | 0.2% | 2026-Q1 |
| Investors Research Corp added | 82,548 | $21M | 0.2% | 2026-Q1 |
| JSF Financial, LLC added | 78,861 | $20M | 0.2% | 2026-Q1 |
| Performance Wealth Partners, LLC added | 78,264 | $19M | 0.2% | 2026-Q1 |
| RTD Financial Advisors, Inc. added | 77,793 | $19M | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors added | 77,670 | $19M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance added | 73,747 | $18M | 0.2% | 2026-Q1 |
| OLD NATIONAL BANCORP /IN/ new | 72,450 | $18M | 0.2% | 2026-Q1 |
| Hidden Cove Wealth Management, LLC trimmed | 66,496 | $17M | 0.2% | 2026-Q1 |
| Horst & Graben Wealth Management LLC added | 58,824 | $17M | 0.2% | 2026-Q1 |
| Certified Advisory Corp added | 65,409 | $16M | 0.2% | 2026-Q1 |
| Simplicity Wealth,LLC added | 64,138 | $16M | 0.2% | 2026-Q1 |
| Family Capital Management, Inc. trimmed | 63,993 | $16M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 56,831 | $16M | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 62,380 | $16M | 0.2% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC trimmed | 60,377 | $15M | 0.1% | 2026-Q1 |
| Stonebridge Financial Planning Group, LLC trimmed | 59,896 | $15M | 0.1% | 2026-Q1 |
| Equity Wealth Partners, LLC added | 59,794 | $15M | 0.1% | 2026-Q1 |
| Sculati Wealth Management, LLC added | 58,491 | $15M | 0.1% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 56,994 | $14M | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 56,099 | $14M | 0.1% | 2026-Q1 |
| Atwater Malick LLC added | 55,975 | $14M | 0.1% | 2026-Q1 |
| Key Capital Management, INC added | 54,162 | $13M | 0.1% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 53,931 | $13M | 0.1% | 2026-Q1 |
| McAdam, LLC added | 53,251 | $13M | 0.1% | 2026-Q1 |
| FIRST CITIZENS INVESTOR SERVICES, INC. trimmed | 272,944 | $76M | 0.7% | 2025-Q4 stale |
| Clark Capital Management Group, Inc. trimmed | 251,390 | $69M | 0.7% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 226,275 | $56M | 0.5% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 165,710 | $46M | 0.4% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 153,595 | $43M | 0.4% | 2025-Q4 stale |
| CW Advisors, LLC added | 120,120 | $30M | 0.3% | 2025-Q2 stale |
| Integrated Capital Management, LLC added | 104,017 | $26M | 0.3% | 2025-Q2 stale |
| BUSH INVESTMENT GROUP, LLC added | 74,112 | $21M | 0.2% | 2025-Q4 stale |
| Anderson Financial Strategies, LLC added | 67,577 | $14M | 0.1% | 2025-Q1 stale |
| Apexium Financial, LP added | 52,045 | $14M | 0.1% | 2025-Q3 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.