77 tracked 13F filers disclose a position in IWMI as of the latest SEC 13F filings, a combined $130.4M 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 | LPL Financial LLC | $26.7M | 564K | ▲+45% Added · +176K sh | Q1 2026 | |
| 2 | MADDEN SECURITIES Corp | $14.1M | 263K | ▲~0% Added · +109 sh | Q2 2026 | |
| 3 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $9.4M | 175K | ▲+88% Added · +82K sh | Q2 2026 | |
| 4 | Gradient Investments LLC | $8.9M | 165K | ▲+0.8% Added · +1K sh | Q2 2026 | |
| 5 | JANE STREET GROUP, LLC | $5.1M | 107K | ▲+599% Added · +92K sh | Q1 2026 | |
| 6 | Farther Finance Advisors, LLC | $4.9M | 102K | ▲New +102K sh | Q1 2026 | |
| 7 | Private Advisor Group, LLC | $5.1M | 94K | ▲20× Added · +90K sh | Q2 2026 | |
| 8 | MML INVESTORS SERVICES, LLC | $4.0M | 84K | ▲+44% Added · +26K sh | Q1 2026 | |
| 9 | Owen LaRue, LLC | $4.3M | 81K | ▲+214% Added · +55K sh | Q2 2026 | |
| 10 | STIFEL FINANCIAL CORP | $3.0M | 63K | ▲+162% Added · +39K sh | Q1 2026 | |
| 11 | Palacios Wealth Management, LLC | $3.3M | 62K | ▲+6.2% Added · +4K sh | Q2 2026 | |
| 12 | Marshall & Sterling Wealth Advisors Inc. | $3.1M | 57K | ▲+18% Added · +9K sh | Q2 2026 | |
| 13 | Rockefeller Capital Management L.P. | $2.5M | 53K | ▲33× Added · +52K sh | Q1 2026 | |
| 14 | ROYAL BANK OF CANADA | $2.5M | 52K | ▲+92% Added · +25K sh | Q1 2026 | |
| 15 | Summit Financial, LLC | $2.2M | 46K | ▲+82% Added · +21K sh | Q1 2026 | |
| 16 | Moran Wealth Management, LLC | $2.3M | 42K | ▲+31% Added · +10K sh | Q2 2026 | |
| 17 | Capital Investment Advisory Services, LLC | $1.8M | 33K | ▲+12% Added · +4K sh | Q2 2026 | |
| 18 | High Net Worth Advisory Group LLC | $1.7M | 31K | ▲+0.3% Added · +110 sh | Q2 2026 | |
| 19 | HERBST GROUP, LLC | $1.7M | 31K | ▲New +31K sh | Q2 2026 | |
| 20 | Mutual Advisors, LLC | $1.4M | 29K | ▲+1.9% Added · +553 sh | Q1 2026 | |
| 21 | Brookwood Investment Group LLC | $1.4M | 26K | ▼−13% Reduced · −4K sh | Q2 2026 | |
| 22 | INDEPENDENT FINANCIAL GROUP, LLC | $1.4M | 26K | ▲+12% Added · +3K sh | Q2 2026 | |
| 23 | SEAVIEW INVESTMENT MANAGERS LLC | $1.3M | 24K | ▲+50% Added · +8K sh | Q2 2026 | |
| 24 | Kestra Advisory Services, LLC | $1.2M | 23K | ▲+12% Added · +2K sh | Q2 2026 | |
| 25 | STEPHENS INC /AR/ | $1.2M | 23K | ▼−4.4% Reduced · −1K 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, 9 funds opened a new position in IWMI and 22 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 | 36 funds | $3.3B |
| NVIDIA CORPNVDA | 36 funds | $3.3B |
| VANGUARD S&P 500 ETFVOO | 36 funds | $2.0B |
| MICROSOFT CORPMSFT | 36 funds | $1.7B |
| AMAZON.COM INCAMZN | 36 funds | $1.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 36 funds | $1.5B |
| BROADCOM INCAVGO | 36 funds | $891.2M |
| META PLATFORMS INC-CLASS AMETA | 36 funds | $743.4M |
| TESLA INCTSLA | 36 funds | $655.0M |
| ALPHABET INC-CL AGOOGL | 35 funds | $998.2M |
| PALANTIR TECHNOLOGIES INC-APLTR | 35 funds | $400.1M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 34 funds | $1.7B |
Ranked by how many of IWMI's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| SPYImc | 330 funds | $1.4B |
| QQQImc | 268 funds | $968.3M |
| CSHImc | 102 funds | $363.3M |
| IWMIthis pagemc | 77 funds | $130.4M |
| QQQHmc | 73 funds | $60.4M |
| IAUImc | 45 funds | $40.6M |
| BTCImc | 43 funds | $22.4M |
| IYRImc | 35 funds | $36.4M |
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.