The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query IWMI owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IWMI"
Use Arkolith to show who owns IWMI, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $26.7M | 564K | ▲+45% Added · +176K sh | Q1 2026 | |
| 2 | Gradient Investments LLC | $7.8M | 164K | ▲+0.5% Added · +853 sh | Q1 2026 | |
| 3 | JANE STREET GROUP, LLC | $5.1M | 107K | ▲+599% Added · +92K sh | Q1 2026 | |
| 4 | Farther Finance Advisors, LLC | $4.9M | 102K | ▲New +102K sh | Q1 2026 | |
| 5 | MML INVESTORS SERVICES, LLC | $4.0M | 84K | ▲+44% Added · +26K sh | Q1 2026 | |
| 6 | STIFEL FINANCIAL CORP | $3.0M | 63K | ▲+162% Added · +39K sh | Q1 2026 | |
| 7 | Rockefeller Capital Management L.P. | $2.5M | 53K | ▲33× Added · +52K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $2.5M | 52K | ▲+92% Added · +25K sh | Q1 2026 | |
| 9 | Summit Financial, LLC | $2.2M | 46K | ▲+82% Added · +21K sh | Q1 2026 | |
| 10 | Moran Wealth Management, LLC | $1.5M | 32K | ▲+284% Added · +24K sh | Q1 2026 | |
| 11 | Mutual Advisors, LLC | $1.4M | 29K | ▲+1.9% Added · +553 sh | Q1 2026 | |
| 12 | STEPHENS INC /AR/ | $1.1M | 24K | ▼−62% Reduced · −40K sh | Q1 2026 | |
| 13 | INDEPENDENT FINANCIAL GROUP, LLC | $1.1M | 23K | ▲+63% Added · +9K sh | Q1 2026 | |
| 14 | Kestra Advisory Services, LLC | $978K | 21K | ▼−2.9% Reduced · −625 sh | Q1 2026 | |
| 15 | Gateway Wealth Partners, LLC | $862K | 18K | ▲+334% Added · +14K sh | Q1 2026 | |
| 16 | Steward Partners Investment Advisory, LLC | $755K | 16K | ▲New +16K sh | Q1 2026 | |
| 17 | Valmark Advisers, Inc. | $734K | 15K | ▲New +15K sh | Q1 2026 | |
| 18 | PFG Investments, LLC | $627K | 13K | ▲+11% Added · +1K sh | Q1 2026 | |
| 19 | KESTRA PRIVATE WEALTH SERVICES, LLC | $613K | 13K | ▲+0.9% Added · +112 sh | Q1 2026 | |
| 20 | OLD MISSION CAPITAL LLC | $586K | 12K | ▲New +12K sh | Q1 2026 | |
| 21 | Cresset Asset Management, LLC | $567K | 12K | ▼−27% Reduced · −4K sh | Q1 2026 | |
| 22 | KINGSWOOD WEALTH ADVISORS, LLC | $563K | 12K | ▲New +12K sh | Q1 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $543K | 11K | ▲New +11K sh | Q1 2026 | |
| 24 | Gladstone Institutional Advisory LLC | $397K | 8K | ▲+85% Added · +4K sh | Q1 2026 | |
| 25 | J.W. COLE ADVISORS, INC. | $345K | 7K | ▲New +7K 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.
No Form 4 insider transactions on file yet.
| Class | 13F holders | Value held |
|---|---|---|
| SPYImc | 183 funds | $971.9M |
| QQQImc | 154 funds | $618.0M |
| CSHImc | 64 funds | $214.3M |
| QQQHmc | 50 funds | $45.2M |
| IWMIthis pagemc | 49 funds | $74.0M |
| BTCImc | 28 funds | $13.4M |
| IAUImc | 26 funds | $34.3M |
| IYRImc | 21 funds | $17.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 27 funds | $5.6B |
| AMAZON.COM INCAMZN | 27 funds | $4.6B |
| META PLATFORMS INC-CLASS AMETA | 27 funds | $2.7B |
| BROADCOM INCAVGO | 27 funds | $2.7B |
| JPMORGAN CHASE & COJPM | 27 funds | $2.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 27 funds | $2.0B |
| ELI LILLY & COLLY | 27 funds | $1.5B |
| VISA INC-CLASS A SHARESV | 27 funds | $1.4B |
| COSTCO WHOLESALE CORPCOST | 27 funds | $1.3B |
| TESLA INCTSLA | 27 funds | $1.3B |
| JOHNSON & JOHNSONJNJ | 27 funds | $1.2B |
| PALANTIR TECHNOLOGIES INC-APLTR | 27 funds | $1.1B |
Ranked by how many of IWMI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.