1127 tracked 13F filers disclose a position in IWP as of the latest SEC 13F filings, a combined $14.7B 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 | MORGAN STANLEY | $2.6B | 19.9M | ▲+2.6% Added · +502K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $909.7M | 7.1M | ▲+0.1% Added · +8K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $739.6M | 5.8M | ▼−3.9% Reduced · −235K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $658.0M | 5.1M | ▼−3.1% Reduced · −164K sh | Q1 2026 | |
| 5 | First Command Advisory Services, Inc. | $506.2M | 4.0M | ▲+2.9% Added · +112K sh | Q1 2026 | |
| 6 | JONES FINANCIAL COMPANIES LLLP | $356.4M | 2.9M | ▼−40% Reduced · −1.9M sh | Q1 2026 | |
| 7 | UBS Group AG | $352.5M | 2.8M | ▲+16% Added · +383K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $338.8M | 2.6M | ▲+1.1% Added · +28K sh | Q1 2026 | |
| 9 | AMERIPRISE FINANCIAL INC | $332.8M | 2.6M | ▼−6.5% Reduced · −182K sh | Q1 2026 | |
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | $311.9M | 2.4M | ▼−0.9% Reduced · −23K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $288.7M | 2.3M | ▼−2.0% Reduced · −47K sh | Q1 2026 | |
| 12 | Cassaday & Co Wealth Management LLC | $328.4M | 2.2M | ▲+2.7% Added · +58K sh | Q2 2026 | |
| 13 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $269.6M | 2.1M | ▲+5.6% Added · +111K sh | Q1 2026 | |
| 14 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $274.8M | 1.9M | ▼−4.9% Reduced · −98K sh | Q2 2026 | |
| 15 | US BANCORP \DE\ | $202.8M | 1.6M | ▼−0.1% Reduced · −1K sh | Q1 2026 | |
| 16 | COMMERCE BANK | $223.1M | 1.5M | ▼−5.8% Reduced · −94K sh | Q2 2026 | |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $181.4M | 1.4M | ▲+0.8% Added · +11K sh | Q1 2026 | |
| 18 | Envestnet Portfolio Solutions, Inc. | $198.0M | 1.4M | ▼−18% Reduced · −295K sh | Q2 2026 | |
| 19 | Plante Moran Financial Advisors, LLC | $193.9M | 1.3M | ▲6k× Added · +1.3M sh | Q2 2026 | |
| 20 | FIRST CITIZENS BANK & TRUST CO | $182.0M | 1.2M | ▼−19% Reduced · −291K sh | Q2 2026 | |
| 21 | CULLEN/FROST BANKERS, INC. | $173.9M | 1.2M | ▼−6.7% Reduced · −86K sh | Q2 2026 | |
| 22 | FMR LLC | $150.7M | 1.2M | ▼−0.2% Reduced · −3K sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $150.1M | 1.2M | ▼−1.5% Reduced · −18K sh | Q1 2026 | |
| 24 | RAYMOND JAMES FINANCIAL INC | $132.5M | 1.0M | ▲+2.1% Added · +22K sh | Q1 2026 | |
| 25 | ROYAL BANK OF CANADA | $96.8M | 756K | ▼−14% Reduced · −122K 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, 1 fund opened a new position in IWP and 17 added to an existing one, while 19 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 | 685 funds | $213.7B |
| MICROSOFT CORPMSFT | 678 funds | $185.5B |
| NVIDIA CORPNVDA | 672 funds | $253.6B |
| AMAZON.COM INCAMZN | 667 funds | $130.9B |
| ALPHABET INC-CL AGOOGL | 666 funds | $116.3B |
| ALPHABET INC-CL CGOOG | 649 funds | $87.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 649 funds | $23.3B |
| JPMORGAN CHASE & COJPM | 645 funds | $52.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 635 funds | $29.9B |
| ISHARES CORE S&P 500 ETFIVV | 624 funds | $52.8B |
| BROADCOM INCAVGO | 621 funds | $103.7B |
| META PLATFORMS INC-CLASS AMETA | 621 funds | $74.7B |
Ranked by how many of IWP'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 IWP
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/IWP/capital-change-brief"
Use Arkolith's capital_change_brief for IWP. 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 IWP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.