2282 tracked 13F filers disclose a position in IWF as of the latest SEC 13F filings, a combined $85.3B 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 | MORGAN STANLEY | $12.7B | 29.8M | ▲+7.7% Added · +2.1M sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $11.8B | 27.7M | ▼−1.3% Reduced · −353K sh | Q1 2026 | |
| 3 | FMR LLC | $3.5B | 8.3M | ▼−1.2% Reduced · −104K sh | Q1 2026 | |
| 4 | GOLDMAN SACHS GROUP INC | $3.0B | 7.0M | ▲~0% Added · +855 sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $2.7B | 6.7M | ▼−11% Reduced · −833K sh | Q1 2026 | |
| 6 | NORTHERN TRUST CORP | $2.3B | 5.5M | ▼−1.5% Reduced · −86K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $2.3B | 5.3M | ▲+1.6% Added · +82K sh | Q1 2026 | |
| 8 | UBS Group AG | $2.1B | 4.8M | ▼−1.5% Reduced · −74K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $1.9B | 4.5M | ▼−6.3% Reduced · −306K sh | Q1 2026 | |
| 10 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $523.8M | 4.2M | ▲+310% Added · +3.2M sh | Q2 2026 | |
| 11 | TIAA Wealth Investment Management LLC | $507.2M | 4.2M | ▲+290% Added · +3.1M sh | Q2 2026 | |
| 12 | LPL Financial LLC | $1.6B | 3.8M | ▲+2.2% Added · +84K sh | Q1 2026 | |
| 13 | 71 West Capital Partners | $435.2M | 3.5M | ▲+298% Added · +2.6M sh | Q2 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $1.4B | 3.4M | ▼−2.3% Reduced · −81K sh | Q1 2026 | |
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | $1.3B | 3.1M | ▼−0.2% Reduced · −7K sh | Q1 2026 | |
| 16 | OpenArc Corporate Advisory, LLC | $373.1M | 3.0M | ▲+299% Added · +2.3M sh | Q2 2026 | |
| 17 | Dynasty Wealth Management, LLC | $367.0M | 3.0M | ▲+1.0% Added · +30K sh | Q2 2026 | |
| 18 | Baird Financial Group, Inc. | $1.2B | 2.8M | ▲+3.3% Added · +90K sh | Q1 2026 | |
| 19 | M&T BANK CORP | $1.1B | 2.6M | ▲+3.9% Added · +99K sh | Q1 2026 | |
| 20 | CHOREO, LLC | $314.7M | 2.5M | ▲+289% Added · +1.9M sh | Q2 2026 | |
| 21 | 1ST SOURCE BANK | $295.1M | 2.4M | ▲+320% Added · +1.8M sh | Q2 2026 | |
| 22 | Waldron Private Wealth LLC | $272.6M | 2.2M | ▲+291% Added · +1.6M sh | Q2 2026 | |
| 23 | TRUIST FINANCIAL CORP | $871.2M | 2.0M | ▼−2.2% Reduced · −46K sh | Q1 2026 | |
| 24 | Clearstead Advisors, LLC | $243.2M | 2.0M | ▲+263% Added · +1.4M sh | Q2 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $240.2M | 1.9M | ▲+321% Added · +1.5M sh | Q2 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, 0 funds opened a new position in IWF and 33 added to an existing one, while 2 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 | 1414 funds | $292.3B |
| MICROSOFT CORPMSFT | 1396 funds | $256.6B |
| NVIDIA CORPNVDA | 1377 funds | $369.0B |
| AMAZON.COM INCAMZN | 1375 funds | $192.5B |
| ALPHABET INC-CL AGOOGL | 1352 funds | $168.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 1323 funds | $39.5B |
| JPMORGAN CHASE & COJPM | 1306 funds | $73.6B |
| ALPHABET INC-CL CGOOG | 1305 funds | $119.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 1261 funds | $38.7B |
| META PLATFORMS INC-CLASS AMETA | 1248 funds | $108.5B |
| BROADCOM INCAVGO | 1240 funds | $146.0B |
| JOHNSON & JOHNSONJNJ | 1240 funds | $48.2B |
Ranked by how many of IWF'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 IWF
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/IWF/capital-change-brief"
Use Arkolith's capital_change_brief for IWF. 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 IWF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.