222 tracked 13F filers disclose a position in IWL as of the latest SEC 13F filings, a combined $1.5B 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 | $112.3M | 700K | ▼−3.9% Reduced · −29K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $101.7M | 634K | ▼−7.4% Reduced · −51K sh | Q1 2026 | |
| 3 | Gilbert & Cook, Inc. | $94.0M | 508K | ▼−1.5% Reduced · −8K sh | Q2 2026 | |
| 4 | TOMPKINS FINANCIAL CORP | $92.7M | 501K | ▲+0.5% Added · +3K sh | Q2 2026 | |
| 5 | COMMERCE BANK | $80.6M | 436K | ▲+23% Added · +82K sh | Q2 2026 | |
| 6 | Lido Advisors, LLC | $75.6M | 409K | ▲+10% Added · +37K sh | Q2 2026 | |
| 7 | LPL Financial LLC | $60.6M | 378K | ▲+33% Added · +94K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $56.8M | 354K | ▼−3.6% Reduced · −13K sh | Q1 2026 | |
| 9 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | Withheld | 262K | ▲151× Added · +260K sh | Q2 2026 | |
| 10 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | $46.0M | 249K | ▲+85% Added · +114K sh | Q2 2026 | |
| 11 | GEORGE KAISER FAMILY FOUNDATION | $46.0M | 249K | ▲+85% Added · +114K sh | Q2 2026 | |
| 12 | Richmond Investment Services, LLC | $40.3M | 218K | ▼−47% Reduced · −192K sh | Q2 2026 | |
| 13 | Reliant Wealth Planning | $39.8M | 215K | ▲+4.0% Added · +8K sh | Q2 2026 | |
| 14 | FreeGulliver LLC | $38.8M | 210K | ▼−2.8% Reduced · −6K sh | Q2 2026 | |
| 15 | Heck Capital Advisors, LLC | $37.8M | 205K | —Held | Q2 2026 | |
| 16 | JPMORGAN CHASE & CO | $28.6M | 183K | ▲+17% Added · +27K sh | Q1 2026 | |
| 17 | SEARCY FINANCIAL SERVICES INC /ADV | $33.1M | 179K | ▼−1.7% Reduced · −3K sh | Q2 2026 | |
| 18 | ROYAL BANK OF CANADA | $25.0M | 156K | ▲+17% Added · +22K sh | Q1 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $20.4M | 127K | ▲+28% Added · +27K sh | Q1 2026 | |
| 20 | Integrated Wealth Concepts LLC | $21.0M | 114K | ▲+177% Added · +73K sh | Q2 2026 | |
| 21 | Equitable Holdings, Inc. | $18.3M | 99K | ▲+1.0% Added · +963 sh | Q2 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $14.4M | 90K | ▲+72% Added · +38K sh | Q1 2026 | |
| 23 | KM Capital Management Ltd. | $13.7M | 74K | ▲New +74K sh | Q2 2026 | |
| 24 | ARCADIA INVESTMENT ADVISORS LLC | $13.6M | 74K | ▲+1.4% Added · +993 sh | Q2 2026 | |
| 25 | Annex Advisory Services, LLC | $13.6M | 74K | ▼−0.7% Reduced · −502 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, 2 funds opened a new position in IWL and 22 added to an existing one, while 18 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 |
|---|---|---|
| NVIDIA CORPNVDA | 113 funds | $60.2B |
| APPLE INCAAPL | 113 funds | $50.2B |
| AMAZON.COM INCAMZN | 112 funds | $28.9B |
| MICROSOFT CORPMSFT | 110 funds | $37.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 110 funds | $4.5B |
| ALPHABET INC-CL AGOOGL | 109 funds | $25.0B |
| META PLATFORMS INC-CLASS AMETA | 107 funds | $14.2B |
| JPMORGAN CHASE & COJPM | 107 funds | $11.8B |
| TESLA INCTSLA | 106 funds | $13.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 106 funds | $8.6B |
| BROADCOM INCAVGO | 105 funds | $22.0B |
| ISHARES CORE S&P 500 ETFIVV | 104 funds | $27.1B |
Ranked by how many of IWL'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 IWL
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/IWL/capital-change-brief"
Use Arkolith's capital_change_brief for IWL. 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 IWL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.