Among active 13F managers last quarter, 16 opened and 27 added, while 2 reduced; the largest holder to move was Madden Securities Corp (+0.0%). No recent Form 4 insider filings for IWMI.
Funds lean in and no leg opposes.
97 tracked 13F filers disclose a position in IWMI as of the latest SEC 13F filings, a combined $148.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 564K | $26.7M | ▲+45% Added · +176K sh | Q1 2026 | |
| 2 | Madden Securities Corp | 263K | $14.1M | ▲~0% Added · +109 sh | Q2 2026 | |
| 3 | Prevail Innovative Wealth Advisors, LLC | 175K | $9.4M | ▲+88% Added · +82K sh | Q2 2026 | |
| 4 | Gradient Investments LLC | 165K | $8.9M | ▲+0.8% Added · +1K sh | Q2 2026 | |
| 5 | Jane Street Group, LLC | 107K | $5.1M | ▲+599% Added · +92K sh | Q1 2026 | |
| 6 | Farther Finance Advisors, LLC | 102K | $4.9M | ▲New +102K sh | Q1 2026 | |
| 7 | Private Advisor Group, LLC | 94K | $5.1M | ▲20× Added · +90K sh | Q2 2026 | |
| 8 | Owen LaRue, LLC | 81K | $4.3M | ▲+214% Added · +55K sh | Q2 2026 | |
| 9 | MML Investors Services, LLC | 70K | $3.8M | ▼−16% Reduced · −14K sh | Q2 2026 | |
| 10 | Stifel Financial Corp | 63K | $3.0M | ▲+162% Added · +39K sh | Q1 2026 | |
| 11 | Palacios Wealth Management, LLC | 62K | $3.3M | ▲+6.2% Added · +4K sh | Q2 2026 | |
| 12 | Garden State Investment Advisory Services LLC | 60K | $3.2M | ▲+38% Added · +17K sh | Q2 2026 | |
| 13 | Summit Financial, LLC | 60K | $3.2M | ▲+30% Added · +14K sh | Q2 2026 | |
| 14 | Marshall & Sterling Wealth Advisors Inc. | 57K | $3.1M | ▲+18% Added · +9K sh | Q2 2026 | |
| 15 | Independence Wealth Advisors, LLC | 55K | $2.9M | ▲+15% Added · +7K sh | Q2 2026 | |
| 16 | Rockefeller Capital Management L.P. | 53K | $2.5M | ▲33× Added · +52K sh | Q1 2026 | |
| 17 | Royal Bank Of Canada | 52K | $2.5M | ▲+92% Added · +25K sh | Q1 2026 | |
| 18 | Moran Wealth Management, LLC | 42K | $2.3M | ▲+31% Added · +10K sh | Q2 2026 | |
| 19 | Mutual Advisors, LLC | 36K | $1.9M | ▲+24% Added · +7K sh | Q2 2026 | |
| 20 | Capital Investment Advisory Services, LLC | 33K | $1.8M | ▲+12% Added · +4K sh | Q2 2026 | |
| 21 | High Net Worth Advisory Group LLC | 31K | $1.7M | ▲+0.3% Added · +110 sh | Q2 2026 | |
| 22 | Herbst Group, LLC | 31K | $1.7M | ▲New +31K sh | Q2 2026 | |
| 23 | Insigneo Advisory Services, LLC | 30K | $1.6M | ▲New +30K sh | Q2 2026 | |
| 24 | Brookwood Investment Group LLC | 26K | $1.4M | ▼−13% Reduced · −4K sh | Q2 2026 | |
| 25 | Independent Financial Group, LLC | 26K | $1.4M | ▲+12% Added · +3K 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, 16 funds opened a new position in IWMI and 27 added to an existing one, while 2 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 51 funds | $6.4B |
| Apple IncAAPL | 51 funds | $6.1B |
| Amazon.com IncAMZN | 51 funds | $4.6B |
| Microsoft CorpMSFT | 51 funds | $3.4B |
| Broadcom IncAVGO | 51 funds | $2.3B |
| Meta Platforms Inc-Class AMETA | 51 funds | $1.6B |
| Vanguard S&P 500 ETFVOO | 50 funds | $2.4B |
| Alphabet Inc-CL AGOOGL | 50 funds | $2.3B |
| Invesco QQQ Trust Series 1QQQ | 50 funds | $1.8B |
| Tesla IncTSLA | 50 funds | $1.3B |
| Eli Lilly & CoLLY | 49 funds | $1.9B |
| Advanced Micro DevicesAMD | 49 funds | $1.7B |
Ranked by how many of IWMI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IWMI.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 52 | 12 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| SPYImc | 409 funds | $1.5B |
| QQQImc | 334 funds | $1.1B |
| CSHImc | 122 funds | $431.6M |
| IWMIthis pagemc | 97 funds | $148.2M |
| QQQHmc | 82 funds | $67.1M |
| IAUImc | 54 funds | $43.5M |
| BTCImc | 51 funds | $30.1M |
| IYRImc | 41 funds | $41.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for IWMI
This stock 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/IWMI/capital-change-brief"
Use Arkolith's capital_change_brief for IWMI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IWMI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.