256 tracked 13F filers disclose a position in IWC as of the latest SEC 13F filings, a combined $710.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WHITTIER TRUST CO | $69.1M | 348K | ▲+7.4% Added · +24K sh | Q2 2026 | |
| 2 | GOLDMAN SACHS GROUP INC | $50.9M | 319K | ▲+1.9% Added · +6K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $37.5M | 235K | ▲+11% Added · +22K sh | Q1 2026 | |
| 4 | WHITTIER TRUST CO OF NEVADA INC | $34.8M | 177K | ▲+7.7% Added · +13K sh | Q2 2026 | |
| 5 | Corient Private Wealth LLC | $27.5M | 172K | ▼−3.2% Reduced · −6K sh | Q1 2026 | |
| 6 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $28.2M | 141K | ▲+0.1% Added · +73 sh | Q2 2026 | |
| 7 | MORGAN STANLEY | $19.7M | 123K | ▲+87% Added · +57K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $19.4M | 121K | ▲+25% Added · +25K sh | Q1 2026 | |
| 9 | BANK OF MONTREAL /CAN/ | $17.7M | 111K | ▼−2.8% Reduced · −3K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $17.3M | 108K | ▲+14% Added · +14K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $17.1M | 107K | ▼−4.4% Reduced · −5K sh | Q1 2026 | |
| 12 | Chicago Partners Investment Group LLC | $18.8M | 99K | ▼−0.1% Reduced · −146 sh | Q2 2026 | |
| 13 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $13.6M | 85K | ▼−2.6% Reduced · −2K sh | Q1 2026 | |
| 14 | Merit Financial Group, LLC | $14.7M | 73K | ▲+70% Added · +30K sh | Q2 2026 | |
| 15 | ASSETMARK, INC | $12.8M | 64K | ▲984× Added · +64K sh | Q2 2026 | |
| 16 | TABR Capital Management, LLC | $11.8M | 59K | ▲+142% Added · +35K sh | Q2 2026 | |
| 17 | SACHEM HILL LLC | $11.7M | 59K | ▼−3.2% Reduced · −2K sh | Q2 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $9.1M | 57K | ▼−2.9% Reduced · −2K sh | Q1 2026 | |
| 19 | Creative Planning | $8.5M | 53K | ▲~0% Added · +11 sh | Q1 2026 | |
| 20 | UBS Group AG | $8.0M | 50K | ▼−11% Reduced · −6K sh | Q1 2026 | |
| 21 | Baker Avenue Asset Management, LP | $9.8M | 49K | ▲+2.4% Added · +1K sh | Q2 2026 | |
| 22 | ARKANSAS FINANCIAL GROUP, INC. | $9.6M | 48K | ▼−6.5% Reduced · −3K sh | Q2 2026 | |
| 23 | SMITH, MOORE & CO. | $9.4M | 47K | ▼−1.2% Reduced · −570 sh | Q2 2026 | |
| 24 | Frank, Rimerman Advisors LLC | $9.4M | 47K | ▼−0.3% Reduced · −163 sh | Q2 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.2M | 45K | ▲+560% Added · +38K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in IWC and 22 added to an existing one, while 21 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 142 funds | $66.6B |
| MICROSOFT CORPMSFT | 140 funds | $62.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 140 funds | $7.7B |
| NVIDIA CORPNVDA | 138 funds | $82.4B |
| AMAZON.COM INCAMZN | 137 funds | $43.6B |
| JPMORGAN CHASE & COJPM | 137 funds | $16.1B |
| ALPHABET INC-CL AGOOGL | 136 funds | $37.7B |
| ISHARES CORE S&P 500 ETFIVV | 133 funds | $17.3B |
| CATERPILLAR INCCAT | 131 funds | $5.3B |
| JOHNSON & JOHNSONJNJ | 129 funds | $11.8B |
| ALPHABET INC-CL CGOOG | 128 funds | $25.1B |
| ELI LILLY & COLLY | 128 funds | $15.4B |
Ranked by how many of IWC's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for IWC
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IWC/capital-change-brief"
Use Arkolith's capital_change_brief for IWC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IWC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.