IWMY

Defiance R2000 Weekly Distri Cross-source read$17.86 0.14%
UnclassifiedCUSIP 88636J139· EOD Sep 11, 2026

Among active 13F managers last quarter, 1 added and 2 reduced; the largest holder to move was Old Mission Capital LLC (+47%). No recent Form 4 insider filings for IWMY.

Tracked 13F holders
13
5 in Q2 2026 filings
13F value (tracked)
$2.8M
Smart-money readBearish
Net sellingNet buying
Funds · active managers, latest 13F
1 adding · 2 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean out and no leg opposes.

Price & smart-money activity

$17.86 0.14%3Y +165.3%
$2.20$18.63$35.06$51.49$67.922023202420252026222222
Hover for who · click for detailEnd-of-day closing prices52w $17.49 – $23.40

Who owns IWMY?

13 tracked 13F filers · ranked by shares held

13 tracked 13F filers disclose a position in IWMY as of the latest SEC 13F filings, a combined $2.8M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Old Mission Capital LLC63K
$1.1M
+47%
Added · +20K sh
Q1 2026
2McGuire Capital Advisors Inc30K
$596K
Held
Q2 2026
3Jane Street Group, LLC18K
$323K
−63%
Reduced · −30K sh
Q1 2026
4Susquehanna International Group, LLP14K
$256K
−43%
Reduced · −11K sh
Q1 2026
5ZEGA Investments, LLC13K
$248K
−5.1%
Reduced · −671 sh
Q2 2026
6UBS Group AG6K
$103K
+7.2%
Added · +381 sh
Q1 2026
7Wilmington Savings Fund Society, FSB3K
$63K
Held
Q2 2026
8Osaic Holdings, Inc.900
$16K
+7.9%
Added · +66 sh
Q1 2026
9Geneos Wealth Management Inc.370
$7K
Held
Q2 2026
10Tucker Asset Management LLC277
$5K
−18%
Reduced · −60 sh
Q2 2026
11Morgan Stanley1
$26
New
+1 sh
Q1 2026
12FMR LLC1
$20
−96%
Reduced · −22 sh
Q2 2026
13Wells Fargo & Company1
$13
Held
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.

Is IWMY being bought or sold by institutions?

Last quarter, 1 fund added to an existing position in IWMY, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Added
1
added to an existing position
Reduced
2
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own IWMY also own

CompanyCo-held byTheir position there
SS SPDR S&P 500 ETF Trust-USSPY5 funds$550.5M
Invesco QQQ Trust Series 1QQQ5 funds$167.2M
Vanguard S&P 500 ETFVOO5 funds$146.9M
Nvidia CorpNVDA5 funds$132.8M
Ishares Core S&P 500 ETFIVV5 funds$125.3M
Vanguard Total Stock MKT ETFVTI5 funds$91.8M
Tesla IncTSLA5 funds$64.9M
Taiwan Semiconductor-SP ADRTSM5 funds$61.2M
Ishares 20+ Year Treasury BDTLT5 funds$46.9M
Vaneck Semiconductor ETFSMH5 funds$24.9M
RTX CorpRTX5 funds$18.3M
Robinhood Markets Inc - AHOOD5 funds$2.5M

Ranked by how many of IWMY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IWMY.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

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.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
35
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$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.

Institutional ownership over time

5 tracked filers in Q2 2026 filingsstill filing
0612Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $920K
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for IWMY

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Ask your agent what changed in IWMY

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/IWMY/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for IWMY.
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 IWMY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.