245 tracked 13F filers disclose a position in IWX as of the latest SEC 13F filings, a combined $3.7B 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 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $1.0B | 9.9M | ▼−3.7% Reduced · −382K sh | Q2 2026 | |
| 2 | Envestnet Portfolio Solutions, Inc. | $516.1M | 4.9M | ▼−22% Reduced · −1.4M sh | Q2 2026 | |
| 3 | FIRST CITIZENS BANK & TRUST CO | $474.7M | 4.5M | ▼−24% Reduced · −1.4M sh | Q2 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $247.8M | 2.7M | ▼−13% Reduced · −410K sh | Q1 2026 | |
| 5 | AE Wealth Management LLC | $102.2M | 1.1M | ▲+2.0% Added · +22K sh | Q1 2026 | |
| 6 | Lido Advisors, LLC | $95.9M | 912K | ▼−5.7% Reduced · −55K sh | Q2 2026 | |
| 7 | Proficio Capital Partners LLC | $72.9M | 693K | ▲New +693K sh | Q2 2026 | |
| 8 | LPL Financial LLC | $53.7M | 579K | ▼−9.6% Reduced · −62K sh | Q1 2026 | |
| 9 | Clark Capital Management Group, Inc. | $59.4M | 565K | ▼−16% Reduced · −108K sh | Q2 2026 | |
| 10 | First Citizens Asset Management, Inc. | $57.9M | 551K | ▲+13% Added · +64K sh | Q2 2026 | |
| 11 | Richard P Slaughter Associates Inc | $54.0M | 513K | ▲+5.1% Added · +25K sh | Q2 2026 | |
| 12 | Wilmington Savings Fund Society, FSB | $51.8M | 492K | ▼−2.4% Reduced · −12K sh | Q2 2026 | |
| 13 | TIAA TRUST, NATIONAL ASSOCIATION | $41.5M | 395K | ▼−3.3% Reduced · −14K sh | Q2 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $35.6M | 384K | ▼−12% Reduced · −51K sh | Q1 2026 | |
| 15 | UBS Group AG | $32.7M | 353K | ▲+3.5% Added · +12K sh | Q1 2026 | |
| 16 | Kingdom Financial Group LLC. | $34.2M | 325K | ▲+11% Added · +33K sh | Q2 2026 | |
| 17 | Sterling Capital Management LLC | $33.3M | 316K | ▲+34% Added · +80K sh | Q2 2026 | |
| 18 | JPMORGAN CHASE & CO | $26.0M | 287K | ▲+9.7% Added · +25K sh | Q1 2026 | |
| 19 | Orion Porfolio Solutions, LLC | $26.2M | 282K | ▼−22% Reduced · −79K sh | Q1 2026 | |
| 20 | RTD Financial Advisors, Inc. | $29.4M | 280K | ▲+3.7% Added · +10K sh | Q2 2026 | |
| 21 | LifeWealth Investments, LLC | $26.3M | 250K | ▲+9.4% Added · +21K sh | Q2 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $22.4M | 242K | ▲+2.0% Added · +5K sh | Q1 2026 | |
| 23 | JSF Financial, LLC | $25.2M | 239K | ▼−14% Reduced · −40K sh | Q2 2026 | |
| 24 | Cetera Investment Advisers | $22.2M | 239K | ▼−9.0% Reduced · −24K sh | Q1 2026 | |
| 25 | Compton Wealth Advisory Group, LLC | $25.3M | 239K | ▼−2.5% Reduced · −6K sh | Q2 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, 6 funds opened a new position in IWX and 18 added to an existing one, while 18 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 127 funds | $57.8B |
| NVIDIA CORPNVDA | 125 funds | $80.4B |
| APPLE INCAAPL | 125 funds | $64.7B |
| AMAZON.COM INCAMZN | 124 funds | $40.9B |
| ALPHABET INC-CL AGOOGL | 124 funds | $36.1B |
| ALPHABET INC-CL CGOOG | 124 funds | $23.4B |
| BROADCOM INCAVGO | 123 funds | $32.1B |
| META PLATFORMS INC-CLASS AMETA | 123 funds | $20.4B |
| ELI LILLY & COLLY | 123 funds | $16.5B |
| JPMORGAN CHASE & COJPM | 122 funds | $17.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 122 funds | $10.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 122 funds | $7.5B |
Ranked by how many of IWX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| IWYcs | 649 funds | $11.9B |
| AORcs | 414 funds | $1.2B |
| AOAcs | 389 funds | $659.5M |
| AOMcs | 280 funds | $617.9M |
| IWXthis pagecs | 245 funds | $3.7B |
| EUFNmc | 222 funds | $2.0B |
| IWLcs | 222 funds | $1.5B |
| IGLBcs | 199 funds | $1.8B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for IWX
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/IWX/capital-change-brief"
Use Arkolith's capital_change_brief for IWX. 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 IWX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.