Security record · archived quarter
IWLG
name pending profile ingest
13Tracked holders
0Δ holders
9.43MShares held
$449.80MReported value
+3New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +9.3% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 9.24M | +10.5% | $440.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Rockefeller Capital Management L.P. | 35.68K | +60.4% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 33.83K | +258.4% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 31.28K | +3.8% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 24.00K | +61.5% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 22.76K | +16.3% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 11.96K | -91.4% | $570,540 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Susquehanna International Group, Llp | 10.28K | -52.8% | $490,323 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Jane Street Group, Llc | 9.59K | New | $457,683 | 0.0% | New | 1 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 4.65K | -9.0% | $215,527 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 3.43K | -19.3% | $157,505 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 236 | New | $11,000 | 0.0% | New | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 1 | New | $32 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $457,683 | 0.0% |
| Royal Bank Of Canada | $11,000 | 0.0% |
| Wells Fargo & Company/Mn | $32 | 0.0% |
Exited
| Morgan Stanley | $27,046 | was 0.0% |
| Osaic Holdings, Inc. | $16,910 | was 0.0% |
| UBS Group AG | $7,642 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 24 holders, 13.83M shares, $659.33M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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