982 tracked 13F filers disclose a position in IWN as of the latest SEC 13F filings, a combined $9.1B 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 | BANK OF AMERICA CORP /DE/ | $1.2B | 6.1M | ▼−22% Reduced · −1.8M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $826.7M | 4.4M | ▲+2.1% Added · +91K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $406.6M | 2.1M | ▼−1.8% Reduced · −38K sh | Q1 2026 | |
| 4 | TIAA Wealth Investment Management LLC | $330.9M | 1.5M | ▼−3.2% Reduced · −50K sh | Q2 2026 | |
| 5 | D.A. DAVIDSON & CO. | $283.5M | 1.3M | ▲+0.6% Added · +8K sh | Q2 2026 | |
| 6 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $269.6M | 1.2M | ▲+1.5% Added · +18K sh | Q2 2026 | |
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | $208.7M | 1.1M | ▼−1.1% Reduced · −12K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $201.4M | 1.1M | ▼−3.6% Reduced · −40K sh | Q1 2026 | |
| 9 | M&T BANK CORP | $192.8M | 1.0M | ▼−0.1% Reduced · −1K sh | Q1 2026 | |
| 10 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $194.0M | 877K | ▼−21% Reduced · −232K sh | Q2 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $166.2M | 877K | ▼−14% Reduced · −140K sh | Q1 2026 | |
| 12 | HSBC HOLDINGS PLC | $162.9M | 859K | ▲19× Added · +813K sh | Q1 2026 | |
| 13 | UBS Group AG | $159.1M | 839K | ▲+4.2% Added · +33K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $150.4M | 794K | ▲+0.1% Added · +915 sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $137.9M | 728K | ▲+2.2% Added · +15K sh | Q1 2026 | |
| 16 | Cassaday & Co Wealth Management LLC | $144.8M | 654K | ▲+1.5% Added · +10K sh | Q2 2026 | |
| 17 | NORTHERN TRUST CORP | $115.2M | 608K | ▼−2.8% Reduced · −17K sh | Q1 2026 | |
| 18 | ROYAL BANK OF CANADA | $105.0M | 554K | ▲+3.9% Added · +21K sh | Q1 2026 | |
| 19 | BAILARD, INC. | $107.4M | 486K | ▲+617% Added · +418K sh | Q2 2026 | |
| 20 | JPMORGAN CHASE & CO | $85.8M | 464K | ▲+5.7% Added · +25K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $84.9M | 448K | ▲+2.1% Added · +9K sh | Q1 2026 | |
| 22 | Pathstone Holdings, LLC | $78.7M | 415K | ▲+4.5% Added · +18K sh | Q1 2026 | |
| 23 | Badgley Phelps Wealth Managers, LLC | $74.0M | 390K | ▲+0.9% Added · +4K sh | Q1 2026 | |
| 24 | Focus Partners Wealth | $64.3M | 339K | ▼−0.5% Reduced · −2K sh | Q1 2026 | |
| 25 | Jasper Ridge Partners, L.P. | $61.0M | 322K | —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.
Last quarter, 1 fund opened a new position in IWN and 14 added to an existing one, while 23 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 | 587 funds | $140.6B |
| MICROSOFT CORPMSFT | 584 funds | $127.9B |
| NVIDIA CORPNVDA | 575 funds | $176.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 570 funds | $35.0B |
| AMAZON.COM INCAMZN | 568 funds | $97.6B |
| ALPHABET INC-CL AGOOGL | 567 funds | $73.4B |
| JPMORGAN CHASE & COJPM | 554 funds | $38.7B |
| ALPHABET INC-CL CGOOG | 550 funds | $66.8B |
| JOHNSON & JOHNSONJNJ | 541 funds | $25.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 540 funds | $23.6B |
| ISHARES CORE S&P 500 ETFIVV | 538 funds | $75.5B |
| META PLATFORMS INC-CLASS AMETA | 535 funds | $52.3B |
Ranked by how many of IWN'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 IWN
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/IWN/capital-change-brief"
Use Arkolith's capital_change_brief for IWN. 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 IWN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.