956 tracked 13F filers disclose a position in IWS as of the latest SEC 13F filings, a combined $10.9B 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 | MORGAN STANLEY | $1.2B | 8.1M | ▼−0.1% Reduced · −6K sh | Q1 2026 | |
| 2 | JONES FINANCIAL COMPANIES LLLP | $1.1B | 7.7M | ▼−21% Reduced · −2.0M sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $573.2M | 3.9M | ▲+0.4% Added · +16K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $519.9M | 3.6M | ▼−16% Reduced · −669K sh | Q1 2026 | |
| 5 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $450.0M | 2.7M | ▲+2.3% Added · +60K sh | Q2 2026 | |
| 6 | Envestnet Portfolio Solutions, Inc. | $415.2M | 2.5M | ▼−9.3% Reduced · −260K sh | Q2 2026 | |
| 7 | FIRST CITIZENS BANK & TRUST CO | $396.5M | 2.4M | ▼−9.7% Reduced · −258K sh | Q2 2026 | |
| 8 | ROYAL BANK OF CANADA | $346.4M | 2.4M | ▼−0.6% Reduced · −14K sh | Q1 2026 | |
| 9 | US BANCORP \DE\ | $296.5M | 2.0M | ▼−2.7% Reduced · −56K sh | Q1 2026 | |
| 10 | FMR LLC | $281.0M | 1.9M | ▼−0.3% Reduced · −7K sh | Q1 2026 | |
| 11 | COMMERCE BANK | $314.8M | 1.9M | ▼−3.4% Reduced · −68K sh | Q2 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $271.8M | 1.9M | ▼−6.0% Reduced · −120K sh | Q1 2026 | |
| 13 | UBS Group AG | $259.2M | 1.8M | ▲+8.4% Added · +138K sh | Q1 2026 | |
| 14 | PNC FINANCIAL SERVICES GROUP, INC. | $182.4M | 1.3M | ▼−2.4% Reduced · −30K sh | Q1 2026 | |
| 15 | LPL Financial LLC | $181.7M | 1.2M | ▲+3.0% Added · +36K sh | Q1 2026 | |
| 16 | Cassaday & Co Wealth Management LLC | $171.8M | 1.0M | ▲+2.0% Added · +20K sh | Q2 2026 | |
| 17 | AMERIPRISE FINANCIAL INC | $144.8M | 993K | ▼−10% Reduced · −116K sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $137.2M | 941K | ▼−6.5% Reduced · −65K sh | Q1 2026 | |
| 19 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $154.9M | 941K | ▼−0.7% Reduced · −7K sh | Q2 2026 | |
| 20 | JPMORGAN CHASE & CO | $112.1M | 788K | ▼−1.1% Reduced · −9K sh | Q1 2026 | |
| 21 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $112.3M | 771K | ▼−1.4% Reduced · −11K sh | Q1 2026 | |
| 22 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $116.9M | 710K | ▼−0.5% Reduced · −4K sh | Q2 2026 | |
| 23 | STEPHENS INC /AR/ | $110.2M | 670K | ▼−2.0% Reduced · −14K sh | Q2 2026 | |
| 24 | RAYMOND JAMES FINANCIAL INC | $94.6M | 649K | ▼−0.5% Reduced · −3K sh | Q1 2026 | |
| 25 | Heritage Wealth Advisors | $79.5M | 545K | ▲+1.1% Added · +6K 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, 0 funds opened a new position in IWS and 16 added to an existing one, while 22 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 | 576 funds | $174.2B |
| MICROSOFT CORPMSFT | 576 funds | $156.8B |
| NVIDIA CORPNVDA | 564 funds | $211.9B |
| ALPHABET INC-CL AGOOGL | 562 funds | $89.5B |
| AMAZON.COM INCAMZN | 561 funds | $110.9B |
| JPMORGAN CHASE & COJPM | 553 funds | $42.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 551 funds | $19.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 547 funds | $26.0B |
| ALPHABET INC-CL CGOOG | 542 funds | $76.3B |
| JOHNSON & JOHNSONJNJ | 540 funds | $27.1B |
| WALMART INCWMT | 528 funds | $20.9B |
| VANGUARD S&P 500 ETFVOO | 527 funds | $25.0B |
Ranked by how many of IWS's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for IWS
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/IWS/capital-change-brief"
Use Arkolith's capital_change_brief for IWS. 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 IWS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.