1012 tracked 13F filers disclose a position in IWO as of the latest SEC 13F filings, a combined $9.9B 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/ | $1.1B | 3.5M | ▼−16% Reduced · −679K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $864.0M | 2.8M | ▲+5.1% Added · +134K sh | Q1 2026 | |
| 3 | BARINGS LLC | $484.3M | 1.6M | ▼−3.0% Reduced · −49K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $344.2M | 1.1M | ▼−2.2% Reduced · −25K sh | Q1 2026 | |
| 5 | GOLDMAN SACHS GROUP INC | $300.6M | 958K | ▼−0.8% Reduced · −8K sh | Q1 2026 | |
| 6 | Cassaday & Co Wealth Management LLC | $373.1M | 947K | ▲+1.2% Added · +12K sh | Q2 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $229.2M | 730K | ▼−6.0% Reduced · −47K sh | Q1 2026 | |
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | $193.5M | 617K | ▲+0.5% Added · +3K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $181.0M | 577K | ▲+0.7% Added · +4K sh | Q1 2026 | |
| 10 | D.A. DAVIDSON & CO. | $216.8M | 550K | ▲+1.0% Added · +6K sh | Q2 2026 | |
| 11 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $215.3M | 546K | ▼−5.1% Reduced · −29K sh | Q2 2026 | |
| 12 | UBS Group AG | $164.2M | 523K | ▲+0.2% Added · +1K sh | Q1 2026 | |
| 13 | Cohen Klingenstein LLC | $190.8M | 484K | ▼−1.7% Reduced · −8K sh | Q2 2026 | |
| 14 | TIAA Wealth Investment Management LLC | $182.8M | 468K | ▲+0.4% Added · +2K sh | Q2 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $135.9M | 433K | ▲+11% Added · +44K sh | Q1 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $135.7M | 432K | ▼−3.8% Reduced · −17K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $135.1M | 430K | ▼−4.7% Reduced · −21K sh | Q1 2026 | |
| 18 | CITIGROUP INC | $130.3M | 415K | ▲+87% Added · +193K sh | Q1 2026 | |
| 19 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $128.8M | 411K | ▲+20% Added · +69K sh | Q1 2026 | |
| 20 | JPMORGAN CHASE & CO | $116.2M | 386K | ▼−21% Reduced · −106K sh | Q1 2026 | |
| 21 | ROYAL BANK OF CANADA | $117.6M | 375K | ▼−1.2% Reduced · −5K sh | Q1 2026 | |
| 22 | FMR LLC | $112.3M | 358K | ▲+17% Added · +52K sh | Q1 2026 | |
| 23 | M&T BANK CORP | $109.4M | 349K | ▼−1.6% Reduced · −6K sh | Q1 2026 | |
| 24 | BNP PARIBAS FINANCIAL MARKETS | $107.7M | 343K | ▲+1.2% Added · +4K sh | Q1 2026 | |
| 25 | Corient Private Wealth LLC | $76.1M | 243K | ▼−7.2% Reduced · −19K 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.
Last quarter, 2 funds opened a new position in IWO and 13 added to an existing one, while 21 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 | 635 funds | $189.5B |
| MICROSOFT CORPMSFT | 625 funds | $169.9B |
| NVIDIA CORPNVDA | 621 funds | $233.1B |
| AMAZON.COM INCAMZN | 621 funds | $119.7B |
| ALPHABET INC-CL AGOOGL | 618 funds | $99.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 608 funds | $28.9B |
| JPMORGAN CHASE & COJPM | 602 funds | $44.8B |
| ALPHABET INC-CL CGOOG | 600 funds | $82.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 592 funds | $27.7B |
| META PLATFORMS INC-CLASS AMETA | 586 funds | $69.6B |
| JOHNSON & JOHNSONJNJ | 579 funds | $29.1B |
| BROADCOM INCAVGO | 577 funds | $93.5B |
Ranked by how many of IWO'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 IWO
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/IWO/capital-change-brief"
Use Arkolith's capital_change_brief for IWO. 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 IWO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.