649 tracked 13F filers disclose a position in IWY as of the latest SEC 13F filings, a combined $11.9B 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 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $1.4B | 4.8M | ▼−5.8% Reduced · −297K sh | Q2 2026 | |
| 2 | Envestnet Portfolio Solutions, Inc. | $1.1B | 3.6M | ▼−23% Reduced · −1.1M sh | Q2 2026 | |
| 3 | AMERIPRISE FINANCIAL INC | $881.2M | 3.5M | ▼−0.1% Reduced · −2K sh | Q1 2026 | |
| 4 | FIRST CITIZENS BANK & TRUST CO | $995.5M | 3.4M | ▼−24% Reduced · −1.1M sh | Q2 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $835.4M | 3.4M | ▲+59% Added · +1.2M sh | Q1 2026 | |
| 6 | LPL Financial LLC | $594.1M | 2.4M | ▼−0.1% Reduced · −3K sh | Q1 2026 | |
| 7 | Mariner, LLC | $346.9M | 1.4M | ▼−4.9% Reduced · −72K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $337.1M | 1.4M | ▲+2.4% Added · +32K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $228.1M | 917K | ▲+4.2% Added · +37K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $183.8M | 738K | ▲+2.6% Added · +18K sh | Q1 2026 | |
| 11 | AE Wealth Management LLC | $164.0M | 659K | ▲+3.3% Added · +21K sh | Q1 2026 | |
| 12 | Boulay Financial Advisors, LLC | $179.3M | 617K | ▲+1.1% Added · +7K sh | Q2 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $141.4M | 568K | ▲+5.1% Added · +28K sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $140.1M | 563K | ▲+8.2% Added · +43K sh | Q1 2026 | |
| 15 | Atlantic Union Bankshares Corp | $124.3M | 500K | ▼−1.1% Reduced · −5K sh | Q1 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $118.6M | 476K | ▲+18% Added · +72K sh | Q1 2026 | |
| 17 | TRUIST FINANCIAL CORP | $114.4M | 460K | ▼−11% Reduced · −56K sh | Q1 2026 | |
| 18 | VICTORY FINANCIAL GROUP, LLC | $131.7M | 453K | ▼−2.0% Reduced · −9K sh | Q2 2026 | |
| 19 | UBS Group AG | $106.2M | 427K | ▲+2.8% Added · +11K sh | Q1 2026 | |
| 20 | MML INVESTORS SERVICES, LLC | $119.2M | 410K | ▲+4.0% Added · +16K sh | Q2 2026 | |
| 21 | Lido Advisors, LLC | $116.9M | 402K | ▼−5.6% Reduced · −24K sh | Q2 2026 | |
| 22 | Cetera Investment Advisers | $93.0M | 374K | ▲+4.4% Added · +16K sh | Q1 2026 | |
| 23 | Wilmington Savings Fund Society, FSB | $104.8M | 361K | ▼−3.2% Reduced · −12K sh | Q2 2026 | |
| 24 | DAVENPORT & Co LLC | $90.3M | 311K | ▲+40% Added · +89K sh | Q2 2026 | |
| 25 | TWO SIGMA INVESTMENTS, LP | $75.1M | 302K | ▲+12% Added · +33K 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 IWY and 29 added to an existing one, while 20 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 | 386 funds | $114.7B |
| MICROSOFT CORPMSFT | 385 funds | $93.9B |
| NVIDIA CORPNVDA | 383 funds | $132.7B |
| AMAZON.COM INCAMZN | 381 funds | $68.2B |
| ALPHABET INC-CL AGOOGL | 377 funds | $65.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 369 funds | $13.0B |
| JPMORGAN CHASE & COJPM | 368 funds | $32.0B |
| VANGUARD S&P 500 ETFVOO | 368 funds | $18.1B |
| META PLATFORMS INC-CLASS AMETA | 367 funds | $34.2B |
| ELI LILLY & COLLY | 364 funds | $28.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 363 funds | $16.3B |
| ALPHABET INC-CL CGOOG | 362 funds | $37.7B |
Ranked by how many of IWY's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| IWYthis pagecs | 649 funds | $11.9B |
| AORcs | 414 funds | $1.2B |
| AOAcs | 389 funds | $659.5M |
| AOMcs | 280 funds | $617.9M |
| IWXcs | 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 IWY
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/IWY/capital-change-brief"
Use Arkolith's capital_change_brief for IWY. 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 IWY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.