Security record · archived quarter
IWMI
name pending profile ingest
14Tracked holders
0Δ holders
540.93KShares held
$26.33MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 387.94K | n/a | $18.88M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Mml Investors Services, Llc | 58.21K | n/a | $2.83M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Royal Bank Of Canada | 27.21K | n/a | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Stifel Financial Corp | 24.17K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 15.37K | n/a | $748,358 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Jane Street Group, Llc | 15.32K | n/a | $745,826 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 4.74K | n/a | $230,841 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cwm, Llc | 4.28K | n/a | $208,000 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Group One Trading Llc | 1.70K | n/a | $82,756 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 1.62K | n/a | $79,105 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 297 | n/a | $14,477 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bnp Paribas Financial Markets | 48 | n/a | $2,337 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 22 | +2100.0% | $1,071 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Wells Fargo & Company/Mn | 0 | n/a | $17 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 83 holders, 2.49M shares, $118.00M 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: Q4 2025 ·
Methodology ·
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