Who owns 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-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
The tracked-fund tape on IWY is one-sided between 2026-Q1 and 2026-Q2: 245 added or opened and 68 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
IWY’s largest tracked holder by dollar value, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, sizes it at 4.8% of its own reported 13F book, while the median holder sizes it at 1.4% 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 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 2026-Q1 and 2026-Q2, across 664 tracked filers holding IWY, 309 increased or opened the position and 293 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 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 27
- NewEdge Advisors, LLC$50M
- Global Retirement Partners, LLC$50M
- Montgomery Financial Services LLC$22M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$11M
- AXXCESS WEALTH MANAGEMENT, LLC$9M
- BASSO CAPITAL MANAGEMENT, L.P.$9M
Full exits 29
- Baer Investment Advisory LLC$115M
- Cambridge Investment Research Advisors, Inc.$90M
- HANTZ FINANCIAL SERVICES, INC.$48M
- HighTower Advisors, LLC$31M
- Thrivent Financial for Lutherans$27M
- BUSH INVESTMENT GROUP, LLC$20M
Largest adds
- FIRST CITIZENS BANK & TRUST CO$870M
- BANK OF AMERICA CORP /DE/$144M
- AMERIPRISE FINANCIAL INC$144M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$126M
- LPL Financial LLC$88M
- MORGAN STANLEY$56M
Largest trims
- Envestnet Portfolio Solutions, Inc.$123M
- TWO SIGMA INVESTMENTS, LP$75M
- Mariner, LLC$59M
- Lloyd Advisory Services, LLC.$40M
- Independent Advisor Alliance$16M
- Jump Financial, 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 | 4,777,201 | $1.4B | 11.9% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 3,635,042 | $1.1B | 9.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 3,526,143 | $1.0B | 8.8% | 2026-Q2 |
| FIRST CITIZENS BANK & TRUST CO trimmed | 3,425,577 | $996M | 8.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,371,795 | $980M | 8.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 2,348,860 | $683M | 5.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,353,744 | $393M | 3.4% | 2026-Q2 |
| Mariner, LLC trimmed | 992,209 | $288M | 2.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 828,066 | $241M | 2.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 773,855 | $225M | 1.9% | 2026-Q2 |
| AE Wealth Management LLC added | 684,496 | $199M | 1.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 622,017 | $181M | 1.5% | 2026-Q2 |
| Boulay Financial Advisors, LLC added | 617,030 | $179M | 1.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 593,910 | $173M | 1.5% | 2026-Q2 |
| Atlantic Union Bankshares Corp added | 560,723 | $163M | 1.4% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC trimmed | 453,284 | $132M | 1.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 443,280 | $129M | 1.1% | 2026-Q2 |
| UBS Group AG trimmed | 424,651 | $123M | 1.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 410,157 | $119M | 1.0% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 402,312 | $117M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 399,156 | $116M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers added | 382,891 | $111M | 1.0% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB trimmed | 360,678 | $105M | 0.9% | 2026-Q2 |
| DAVENPORT & Co LLC added | 310,652 | $90M | 0.8% | 2026-Q2 |
| First Citizens Asset Management, Inc. trimmed | 296,224 | $86M | 0.7% | 2026-Q2 |
| SVB WEALTH LLC added | 294,116 | $85M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 270,034 | $78M | 0.7% | 2026-Q2 |
| Bryn Mawr Trust Advisors, LLC trimmed | 255,752 | $74M | 0.6% | 2026-Q2 |
| Prosperity Consulting Group, LLC trimmed | 246,540 | $72M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 239,884 | $70M | 0.6% | 2026-Q2 |
| Portfolio Strategies, Inc. trimmed | 227,020 | $66M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 216,668 | $60M | 0.5% | 2026-Q2 |
| SOA Wealth Advisors, LLC. added | 208,928 | $61M | 0.5% | 2026-Q2 |
| Intelligence Driven Advisers, LLC added | 205,851 | $60M | 0.5% | 2026-Q2 |
| Wharton Business Group, LLC added | 203,184 | $59M | 0.5% | 2026-Q2 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 194,546 | $57M | 0.5% | 2026-Q2 |
| Kingdom Financial Group LLC. added | 181,309 | $53M | 0.5% | 2026-Q2 |
| Perennial Investment Advisors, LLC added | 175,672 | $51M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 172,484 | $50M | 0.4% | 2026-Q2 |
| Global Retirement Partners, LLC added | 172,371 | $50M | 0.4% | 2026-Q2 |
| One Capital Management, LLC | 162,986 | $41M | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 153,748 | $45M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 152,777 | $44M | 0.4% | 2026-Q2 |
| MONECO ADVISORS, LLC trimmed | 149,208 | $43M | 0.4% | 2026-Q2 |
| Aspire Capital Advisors LLC trimmed | 144,097 | $42M | 0.4% | 2026-Q2 |
| LifeWealth Investments, LLC added | 140,725 | $41M | 0.4% | 2026-Q2 |
| ProVise Management Group, LLC added | 137,347 | $40M | 0.3% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 134,720 | $39M | 0.3% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed | 134,581 | $39M | 0.3% | 2026-Q2 |
| Richard P Slaughter Associates Inc trimmed | 132,048 | $38M | 0.3% | 2026-Q2 |
| Waverly Advisors, LLC added | 127,577 | $37M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 123,419 | $36M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 118,149 | $34M | 0.3% | 2026-Q2 |
| Compton Wealth Advisory Group, LLC trimmed | 117,409 | $34M | 0.3% | 2026-Q2 |
| Brookstone Capital Management added | 115,100 | $33M | 0.3% | 2026-Q2 |
| HOWARD BAILEY SECURITIES, LLC added | 114,885 | $33M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 103,600 | $30M | 0.3% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 99,554 | $29M | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 97,027 | $28M | 0.2% | 2026-Q2 |
| Forum Private Client Group LLC added | 90,802 | $26M | 0.2% | 2026-Q2 |
| JSF Financial, LLC added | 90,402 | $26M | 0.2% | 2026-Q2 |
| Performance Wealth Partners, LLC added | 89,705 | $26M | 0.2% | 2026-Q2 |
| Valmark Advisers, Inc. trimmed | 87,978 | $26M | 0.2% | 2026-Q2 |
| Fischer Financial Services, Inc. added | 85,786 | $25M | 0.2% | 2026-Q2 |
| Investors Research Corp trimmed | 81,693 | $24M | 0.2% | 2026-Q2 |
| RTD Financial Advisors, Inc. added | 80,599 | $23M | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors added | 77,729 | $23M | 0.2% | 2026-Q2 |
| M&T Bank Corp trimmed | 76,279 | $22M | 0.2% | 2026-Q2 |
| Montgomery Financial Services LLC new | 74,091 | $22M | 0.2% | 2026-Q2 |
| Key Capital Management, INC added | 71,128 | $21M | 0.2% | 2026-Q2 |
| Horst & Graben Wealth Management LLC added | 69,778 | $20M | 0.2% | 2026-Q2 |
| Hidden Cove Wealth Management, LLC added | 69,390 | $20M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 67,480 | $20M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 67,477 | $20M | 0.2% | 2026-Q2 |
| Simplicity Wealth,LLC added | 65,838 | $19M | 0.2% | 2026-Q2 |
| Certified Advisory Corp added | 65,757 | $19M | 0.2% | 2026-Q2 |
| Family Capital Management, Inc. added | 64,584 | $19M | 0.2% | 2026-Q2 |
| Equity Wealth Partners, LLC added | 64,297 | $19M | 0.2% | 2026-Q2 |
| Sculati Wealth Management, LLC added | 60,965 | $17M | 0.1% | 2026-Q2 |
| Stonebridge Financial Planning Group, LLC added | 60,541 | $18M | 0.2% | 2026-Q2 |
| Atwater Malick LLC added | 59,374 | $17M | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 55,322 | $16M | 0.1% | 2026-Q2 |
| Asset Allocation Strategies LLC added | 54,215 | $16M | 0.1% | 2026-Q2 |
| Cosner Financial Group, LLC added | 53,468 | $16M | 0.1% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 51,573 | $15M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 50,483 | $15M | 0.1% | 2026-Q2 |
| Elevation Capital Advisory, LLC added | 49,647 | $14M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 49,417 | $14M | 0.1% | 2026-Q2 |
| McAdam, LLC trimmed | 49,227 | $14M | 0.1% | 2026-Q2 |
| Bluesphere Advisors LLC trimmed | 48,040 | $14M | 0.1% | 2026-Q2 |
| CGC Financial Services, LLC added | 47,947 | $14M | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 45,018 | $13M | 0.1% | 2026-Q2 |
| Meridian Financial Partners LLC added | 43,243 | $13M | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. trimmed | 43,048 | $13M | 0.1% | 2026-Q2 |
| Bond & Devick Financial Network, Inc. added | 42,216 | $12M | 0.1% | 2026-Q2 |
| Cornerstone Wealth, LLC/TN added | 42,197 | $12M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 41,456 | $12M | 0.1% | 2026-Q2 |
| Argent Trust Co trimmed | 41,375 | $12M | 0.1% | 2026-Q2 |
| YANKCOM Partnership added | 41,218 | $12M | 0.1% | 2026-Q2 |
| IAG Wealth Partners, LLC trimmed | 40,968 | $12M | 0.1% | 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.