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On this page, we present all of the funds holding FIW from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding FIW, with a link to that fund's top holdings. The next columns
indicate the amount of FIW stock held by each of the funds holding FIW, followed by the FIW position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 252 funds holding FIW within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley
(or by any of the other funds holding FIW), click the fund name in the "Holder" column of the funds-holding-FIW table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Morgan Stanley | 1,106,736 | $104,917 | 12/31/2023 | FIW | 1,106,736 | $104,917 | 12/31/2023 | LPL Financial LLC | 594,202 | $56,329 | 12/31/2023 | FIW | 594,202 | $56,329 | 12/31/2023 | Wells Fargo & Company MN | 466,293 | $44,204 | 12/31/2023 | FIW | 466,293 | $44,204 | 12/31/2023 | Bank of America Corp DE | 359,111 | $34,043 | 12/31/2023 | FIW | 359,111 | $34,043 | 12/31/2023 | Commonwealth Equity Services LLC | 302,766 | $30,912 | 03/31/2024 | FIW | 302,766 | $30,912 | 03/31/2024 | UBS Group AG | 308,281 | $29,224 | 12/31/2023 | FIW | 308,281 | $29,224 | 12/31/2023 | Global Assets Advisory LLC | 263,380 | $26,891 | 03/31/2024 | FIW | 263,380 | $26,891 | 03/31/2024 | Royal Bank of Canada | 177,959 | $16,870 | 12/31/2023 | FIW | 177,959 | $16,870 | 12/31/2023 | 1832 Asset Management L.P. | 175,599 | $16,646 | 12/31/2023 | FIW | 175,599 | $16,646 | 12/31/2023 | Envestnet Asset Management Inc. | 172,116 | $16,316 | 12/31/2023 | FIW | 172,116 | $16,316 | 12/31/2023 | Stifel Financial Corp | 170,239 | $16,139 | 12/31/2023 | FIW | 170,239 | $16,139 | 12/31/2023 | Advisor Group Holdings Inc. | 162,062 | $15,366 | 12/31/2023 | FIW | 162,062 | $15,366 | 12/31/2023 | Polianta Ltd | 143,900 | $14,692 | 03/31/2024 | FIW | 143,900 | $14,692 | 03/31/2024 | SRS Capital Advisors Inc. | 129,056 | $12,234 | 12/31/2023 | FIW | 129,056 | $12,234 | 12/31/2023 | Bank Hapoalim BM | 110,344 | $11,266 | 03/31/2024 | FIW | 110,344 | $11,266 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 107,862 | $11,013 | 03/31/2024 | FIW | 107,862 | $11,013 | 03/31/2024 | Ameriprise Financial Inc. | 111,499 | $10,566 | 12/31/2023 | FIW | 111,499 | $10,566 | 12/31/2023 | National Bank of Canada FI | 106,359 | $10,005 | 12/31/2023 | FIW | 106,359 | $10,005 | 12/31/2023 | Clearwater Capital Advisors LLC | 104,001 | $9,859 | 12/31/2023 | FIW | 104,001 | $9,859 | 12/31/2023 | Truist Financial Corp | 98,741 | $9,360 | 12/31/2023 | FIW | 98,741 | $9,360 | 12/31/2023 | Raymond James & Associates | 90,451 | $9,235 | 03/31/2024 | FIW | 90,451 | $9,235 | 03/31/2024 | Cambridge Investment Research Advisors Inc. | 83,271 | $8,502 | 03/31/2024 | FIW | 83,271 | $8,502 | 03/31/2024 | US Bancorp DE | 81,626 | $7,738 | 12/31/2023 | FIW | 81,626 | $7,738 | 12/31/2023 | Cetera Investment Advisers | 80,538 | $7,635 | 12/31/2023 | FIW | 80,538 | $7,635 | 12/31/2023 | Private Advisor Group LLC | 70,155 | $7,163 | 03/31/2024 | FIW | 70,155 | $7,163 | 03/31/2024 | Kestra Advisory Services LLC | 65,622 | $6,221 | 12/31/2023 | FIW | 65,622 | $6,221 | 12/31/2023 | Money Design Co. Ltd. | 56,811 | $5,800 | 03/31/2024 | FIW | 56,811 | $5,800 | 03/31/2024 | JPMorgan Chase & Co. | 51,410 | $4,874 | 12/31/2023 | FIW | 51,410 | $4,874 | 12/31/2023 | White Pine Investment CO | 47,559 | $4,856 | 03/31/2024 | FIW | 47,559 | $4,856 | 03/31/2024 | Oppenheimer & Co. Inc. | 45,482 | $4,312 | 12/31/2023 | FIW | 45,482 | $4,312 | 12/31/2023 | Mainsail Financial Group LLC | 42,142 | $4,303 | 03/31/2024 | FIW | 42,142 | $4,303 | 03/31/2024 | Stegent Equity Advisors Inc. | 41,829 | $4,271 | 03/31/2024 | FIW | 41,829 | $4,271 | 03/31/2024 | Gladstone Institutional Advisory LLC | 44,845 | $4,251 | 12/31/2023 | FIW | 44,845 | $4,251 | 12/31/2023 | Mariner LLC | 44,049 | $4,176 | 12/31/2023 | FIW | 44,049 | $4,176 | 12/31/2023 | Personal Resources Investment & Strategic Management Inc. | 40,039 | $4,088 | 03/31/2024 | FIW | 40,039 | $4,088 | 03/31/2024 | MML Investors Services LLC | 41,517 | $3,936 | 12/31/2023 | FIW | 41,517 | $3,936 | 12/31/2023 | Avantax Advisory Services Inc. | 41,380 | $3,923 | 12/31/2023 | FIW | 41,380 | $3,923 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 37,424 | $3,821 | 03/31/2024 | FIW | 37,424 | $3,821 | 03/31/2024 | Steward Partners Investment Advisory LLC | 37,181 | $3,525 | 12/31/2023 | FIW | 37,181 | $3,525 | 12/31/2023 | Citadel Advisors LLC | 36,850 | $3,493 | 12/31/2023 | FIW | 36,850 | $3,493 | 12/31/2023 | Susquehanna International Group LLP | | $3,387 | 12/31/2023 | FIW | 31,733 | $3,008 | 12/31/2023 | Call | 4,000 | $379 | 12/31/2023 | Raab & Moskowitz Asset Management LLC | 33,256 | $3,153 | 12/31/2023 | FIW | 33,256 | $3,153 | 12/31/2023 | LexAurum Advisors LLC | 30,509 | $3,115 | 03/31/2024 | FIW | 30,509 | $3,115 | 03/31/2024 | Chicago Partners Investment Group LLC | 30,796 | $3,082 | 03/31/2024 | FIW | 30,796 | $3,082 | 03/31/2024 | Bank of Montreal Can | 32,184 | $3,074 | 12/31/2023 | FIW | 32,184 | $3,074 | 12/31/2023 | Integrated Wealth Concepts LLC | 31,822 | $3,017 | 12/31/2023 | FIW | 31,822 | $3,017 | 12/31/2023 | Florin Court Capital LLP | 30,300 | $2,872 | 12/31/2023 | FIW | 30,300 | $2,872 | 12/31/2023 | Wealthcare Advisory Partners LLC | 27,183 | $2,775 | 03/31/2024 | FIW | 27,183 | $2,775 | 03/31/2024 | Modera Wealth Management LLC | 27,018 | $2,561 | 12/31/2023 | FIW | 27,018 | $2,561 | 12/31/2023 | HighTower Advisors LLC | 26,891 | $2,543 | 12/31/2023 | FIW | 26,891 | $2,543 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 24,910 | $2,361 | 12/31/2023 | FIW | 24,910 | $2,361 | 12/31/2023 | Strategic Blueprint LLC | 23,055 | $2,354 | 03/31/2024 | FIW | 23,055 | $2,354 | 03/31/2024 | Claudia M.P. Batlle CRP R LLC | 24,226 | $2,297 | 12/31/2023 | FIW | 24,226 | $2,297 | 12/31/2023 | GWM Advisors LLC | 24,313 | $2,270 | 12/31/2023 | FIW | 24,313 | $2,270 | 12/31/2023 | Arthur M. Cohen & Associates LLC | 22,101 | $2,257 | 03/31/2024 | FIW | 22,101 | $2,257 | 03/31/2024 | Stratos Wealth Advisors LLC | 22,033 | $2,250 | 03/31/2024 | FIW | 22,033 | $2,250 | 03/31/2024 | Mascoma Wealth Management LLC | 23,308 | $2,210 | 12/31/2023 | FIW | 23,308 | $2,210 | 12/31/2023 | Flow Traders U.S. LLC | 22,507 | $2,134 | 12/31/2023 | FIW | 22,507 | $2,134 | 12/31/2023 | M Holdings Securities Inc. | 22,362 | $2,120 | 12/31/2023 | FIW | 22,362 | $2,120 | 12/31/2023 | Fiduciary Trust Co. | 20,950 | $1,986 | 12/31/2023 | FIW | 20,950 | $1,986 | 12/31/2023 | Davis Investment Partners LLC | 19,729 | $1,966 | 03/31/2024 | FIW | 19,729 | $1,966 | 03/31/2024 | Stonebridge Financial Planning Group LLC | 20,449 | $1,939 | 12/31/2023 | FIW | 20,449 | $1,939 | 12/31/2023 | Comerica Bank | 19,586 | $1,857 | 12/31/2023 | FIW | 19,586 | $1,857 | 12/31/2023 | Acorn Wealth Advisors LLC | 17,862 | $1,824 | 03/31/2024 | FIW | 17,862 | $1,824 | 03/31/2024 | Janney Montgomery Scott LLC | 17,127 | $1,749 | 03/31/2024 | FIW | 17,127 | $1,749 | 03/31/2024 | Ameritas Advisory Services LLC | 17,896 | $1,704 | 12/31/2023 | FIW | 17,896 | $1,704 | 12/31/2023 | Sfmg LLC | 17,268 | $1,637 | 12/31/2023 | FIW | 17,268 | $1,637 | 12/31/2023 | Financial Enhancement Group LLC | 16,409 | $1,614 | 03/31/2024 | FIW | 16,409 | $1,614 | 03/31/2024 | Prime Capital Investment Advisors LLC | 16,748 | $1,588 | 12/31/2023 | FIW | 16,748 | $1,588 | 12/31/2023 | Moors & Cabot Inc. | 16,475 | $1,562 | 12/31/2023 | FIW | 16,475 | $1,562 | 12/31/2023 | Kesler Norman & Wride LLC | 14,751 | $1,506 | 03/31/2024 | FIW | 14,751 | $1,506 | 03/31/2024 | CIBC World Markets Inc. | 15,715 | $1,490 | 12/31/2023 | FIW | 15,715 | $1,490 | 12/31/2023 | D.A. Davidson & CO. | 15,650 | $1,484 | 12/31/2023 | FIW | 15,650 | $1,484 | 12/31/2023 | Cutter & CO Brokerage Inc. | 13,616 | $1,390 | 03/31/2024 | FIW | 13,616 | $1,390 | 03/31/2024 | Sigma Planning Corp | 14,599 | $1,384 | 12/31/2023 | FIW | 14,599 | $1,384 | 12/31/2023 | TAP Consulting LLC | 13,442 | $1,372 | 03/31/2024 | FIW | 13,442 | $1,372 | 03/31/2024 | Nilsine Partners LLC | 13,138 | $1,341 | 03/31/2024 | FIW | 13,138 | $1,341 | 03/31/2024 | Cozad Asset Management Inc. | 13,998 | $1,327 | 12/31/2023 | FIW | 13,998 | $1,327 | 12/31/2023 | WMG Financial Advisors LLC | 13,842 | $1,312 | 12/31/2023 | FIW | 13,842 | $1,312 | 12/31/2023 | Baird Financial Group Inc. | 13,810 | $1,309 | 12/31/2023 | FIW | 13,810 | $1,309 | 12/31/2023 | Bridge Advisory LLC | 12,131 | $1,239 | 03/31/2024 | FIW | 12,131 | $1,239 | 03/31/2024 | Outlook Wealth Advisors LLC | 12,031 | $1,228 | 03/31/2024 | FIW | 12,031 | $1,228 | 03/31/2024 | Atria Wealth Solutions Inc. | 12,779 | $1,211 | 12/31/2023 | FIW | 12,779 | $1,211 | 12/31/2023 | Baker Tilly Financial LLC | 12,418 | $1,177 | 12/31/2023 | FIW | 12,418 | $1,177 | 12/31/2023 | Tocqueville Asset Management L.P. | 12,305 | $1,166 | 12/31/2023 | FIW | 12,305 | $1,166 | 12/31/2023 | Cetera Advisor Networks LLC | 12,203 | $1,157 | 12/31/2023 | FIW | 12,203 | $1,157 | 12/31/2023 | Signature Securities Group Corporation | 11,054 | $1,129 | 03/31/2024 | FIW | 11,054 | $1,129 | 03/31/2024 | Cetera Advisors LLC | 11,904 | $1,128 | 12/31/2023 | FIW | 11,904 | $1,128 | 12/31/2023 | Goldman Sachs Group Inc. | 11,797 | $1,118 | 12/31/2023 | FIW | 11,797 | $1,118 | 12/31/2023 | Wade G W & Inc. | 11,594 | $1,099 | 12/31/2023 | FIW | 11,594 | $1,099 | 12/31/2023 | Stratos Wealth Partners LTD. | 10,718 | $1,094 | 03/31/2024 | FIW | 10,718 | $1,094 | 03/31/2024 | Corrado Advisors LLC | 11,282 | $1,070 | 12/31/2023 | FIW | 11,282 | $1,070 | 12/31/2023 | Cedar Brook Financial Partners LLC | 10,433 | $1,065 | 03/31/2024 | FIW | 10,433 | $1,065 | 03/31/2024 | Virtue Capital Management LLC | 11,233 | $1,029 | 12/31/2023 | FIW | 11,233 | $1,029 | 12/31/2023 | Granger Management LLC | 10,691 | $1,013 | 12/31/2023 | FIW | 10,691 | $1,013 | 12/31/2023 | MTM Investment Management LLC | 9,580 | $978 | 03/31/2024 | FIW | 9,580 | $978 | 03/31/2024 | Summit Financial LLC | 9,525 | $972 | 03/31/2024 | FIW | 9,525 | $972 | 03/31/2024 | National Asset Management Inc. | 10,188 | $966 | 12/31/2023 | FIW | 10,188 | $966 | 12/31/2023 | U.S. Capital Wealth Advisors LLC | 10,070 | $955 | 12/31/2023 | FIW | 10,070 | $955 | 12/31/2023 | Clear Creek Financial Management LLC | 9,257 | $945 | 03/31/2024 | FIW | 9,257 | $945 | 03/31/2024 | Oder Investment Management LLC | 9,869 | $936 | 12/31/2023 | FIW | 9,869 | $936 | 12/31/2023 | PFG Advisors | 9,738 | $923 | 12/31/2023 | FIW | 9,738 | $923 | 12/31/2023 | CWM LLC | 8,769 | $895 | 03/31/2024 | FIW | 8,769 | $895 | 03/31/2024 | Atomi Financial Group Inc. | 9,399 | $891 | 12/31/2023 | FIW | 9,399 | $891 | 12/31/2023 | Beck Bode LLC | 9,089 | $862 | 12/31/2023 | FIW | 9,089 | $862 | 12/31/2023 | Ausdal Financial Partners Inc. | 8,259 | $843 | 03/31/2024 | FIW | 8,259 | $843 | 03/31/2024 | International Assets Investment Management LLC | 7,417 | $751 | 03/31/2024 | FIW | 7,417 | $751 | 03/31/2024 | Flagship Harbor Advisors LLC | 7,216 | $737 | 03/31/2024 | FIW | 7,216 | $737 | 03/31/2024 | Nova R Wealth Inc. | 7,032 | $718 | 03/31/2024 | FIW | 7,032 | $718 | 03/31/2024 | AE Wealth Management LLC | 7,607 | $702 | 12/31/2023 | FIW | 7,607 | $702 | 12/31/2023 | CoreCap Advisors LLC | 7,339 | $696 | 12/31/2023 | FIW | 7,339 | $696 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 7,255 | $687 | 12/31/2023 | FIW | 7,255 | $687 | 12/31/2023 | Harbour Investments Inc. | 7,096 | $673 | 12/31/2023 | FIW | 7,096 | $673 | 12/31/2023 | Western Wealth Management LLC | 7,102 | $673 | 12/31/2023 | FIW | 7,102 | $673 | 12/31/2023 | Prudential Financial Inc. | 7,061 | $669 | 12/31/2023 | FIW | 7,061 | $669 | 12/31/2023 | Cornerstone Wealth Management LLC | 6,534 | $667 | 03/31/2024 | FIW | 6,534 | $667 | 03/31/2024 | Advisory Services Network LLC | 7,018 | $665 | 12/31/2023 | FIW | 7,018 | $665 | 12/31/2023 | Apeiron RIA LLC | 6,344 | $648 | 03/31/2024 | FIW | 6,344 | $648 | 03/31/2024 | Financial Advocates Investment Management | 6,171 | $630 | 03/31/2024 | FIW | 6,171 | $630 | 03/31/2024 | DAVENPORT & Co LLC | 6,604 | $626 | 12/31/2023 | FIW | 6,604 | $626 | 12/31/2023 | Measured Wealth Private Client Group LLC | 6,112 | $624 | 03/31/2024 | FIW | 6,112 | $624 | 03/31/2024 | Assetmark Inc. | 6,428 | $609 | 12/31/2023 | FIW | 6,428 | $609 | 12/31/2023 | Prospera Financial Services Inc | 6,404 | $607 | 12/31/2023 | FIW | 6,404 | $607 | 12/31/2023 | Relyea Zuckerberg Hanson LLC | 5,902 | $603 | 03/31/2024 | FIW | 5,902 | $603 | 03/31/2024 | Wealth Effects LLC | 5,777 | $590 | 03/31/2024 | FIW | 5,777 | $590 | 03/31/2024 | Trinity Legacy Partners LLC | 5,607 | $572 | 03/31/2024 | FIW | 5,607 | $572 | 03/31/2024 | Citigroup Inc. | 5,922 | $561 | 12/31/2023 | FIW | 5,922 | $561 | 12/31/2023 | Wsfs Capital Management LLC | 5,897 | $559 | 12/31/2023 | FIW | 5,897 | $559 | 12/31/2023 | Global Retirement Partners LLC | 5,285 | $540 | 03/31/2024 | FIW | 5,285 | $540 | 03/31/2024 | NBC Securities Inc. | 5,152 | $526 | 03/31/2024 | FIW | 5,152 | $526 | 03/31/2024 | PFG Investments LLC | 5,145 | $525 | 03/31/2024 | FIW | 5,145 | $525 | 03/31/2024 | Arkadios Wealth Advisors | 4,966 | $507 | 03/31/2024 | FIW | 4,966 | $507 | 03/31/2024 | NBT Bank N A NY | 4,763 | $486 | 03/31/2024 | FIW | 4,763 | $486 | 03/31/2024 | First Heartland Consultants Inc. | 5,082 | $482 | 12/31/2023 | FIW | 5,082 | $482 | 12/31/2023 | Creative Planning | 5,003 | $474 | 12/31/2023 | FIW | 5,003 | $474 | 12/31/2023 | Walkner Condon Financial Advisors LLC | 4,507 | $460 | 03/31/2024 | FIW | 4,507 | $460 | 03/31/2024 | Cedrus LLC | 4,434 | $453 | 03/31/2024 | FIW | 4,434 | $453 | 03/31/2024 | Equitable Holdings Inc. | 4,669 | $443 | 12/31/2023 | FIW | 4,669 | $443 | 12/31/2023 | Selective Wealth Management Inc. | 4,248 | $423 | 03/31/2024 | FIW | 4,248 | $423 | 03/31/2024 | Gateway Wealth Partners LLC | 4,448 | $422 | 12/31/2023 | FIW | 4,448 | $422 | 12/31/2023 | Wedbush Securities Inc. | 4,427 | $420 | 12/31/2023 | FIW | 4,427 | $420 | 12/31/2023 | Interactive Financial Advisors | 4,410 | $418 | 12/31/2023 | FIW | 4,410 | $418 | 12/31/2023 | Annis Gardner Whiting Capital Advisors LLC | 4,398 | $417 | 12/31/2023 | FIW | 4,398 | $417 | 12/31/2023 | Snowden Capital Advisors LLC | 4,375 | $415 | 12/31/2023 | FIW | 4,375 | $415 | 12/31/2023 | FMR LLC | 4,356 | $413 | 12/31/2023 | FIW | 4,356 | $413 | 12/31/2023 | Kingsview Wealth Management LLC | 4,250 | $403 | 12/31/2023 | FIW | 4,250 | $403 | 12/31/2023 | Paragon Private Wealth Management LLC | 4,251 | $403 | 12/31/2023 | FIW | 4,251 | $403 | 12/31/2023 | Garden State Investment Advisory Services LLC | 4,140 | $392 | 12/31/2023 | FIW | 4,140 | $392 | 12/31/2023 | Meitav Dash Investments Ltd. | 3,800 | $388 | 03/31/2024 | FIW | 3,800 | $388 | 03/31/2024 | Nations Financial Group Inc. IA ADV | 3,790 | $387 | 03/31/2024 | FIW | 3,790 | $387 | 03/31/2024 | TruWealth Advisors LLC | 3,795 | $387 | 03/31/2024 | FIW | 3,795 | $387 | 03/31/2024 | Orion Portfolio Solutions LLC | 4,119 | $381 | 12/31/2023 | FIW | 4,119 | $381 | 12/31/2023 | Tradition Wealth Management LLC | 3,993 | $379 | 12/31/2023 | FIW | 3,993 | $379 | 12/31/2023 | Brown Advisory Inc. | 3,666 | $374 | 03/31/2024 | FIW | 3,666 | $374 | 03/31/2024 | Arkansas Financial Group Inc. | 3,481 | $355 | 03/31/2024 | FIW | 3,481 | $355 | 03/31/2024 | KFG Wealth Management LLC | 3,480 | $355 | 03/31/2024 | FIW | 3,480 | $355 | 03/31/2024 | Two Sigma Investments LP | 3,700 | $351 | 12/31/2023 | FIW | 3,700 | $351 | 12/31/2023 | Savvy Advisors Inc. | 3,611 | $342 | 12/31/2023 | FIW | 3,611 | $342 | 12/31/2023 | Aprio Wealth Management LLC | 3,340 | $341 | 03/31/2024 | FIW | 3,340 | $341 | 03/31/2024 | Jacobi Capital Management LLC | 3,600 | $341 | 12/31/2023 | FIW | 3,600 | $341 | 12/31/2023 | Princeton Global Asset Management LLC | 3,300 | $337 | 03/31/2024 | FIW | 3,300 | $337 | 03/31/2024 | Wealth Enhancement Advisory Services LLC | 3,096 | $316 | 03/31/2024 | FIW | 3,096 | $316 | 03/31/2024 | Gallagher Fiduciary Advisors LLC | 3,327 | $315 | 12/31/2023 | FIW | 3,327 | $315 | 12/31/2023 | Fifth Third Securities Inc. | 3,018 | $308 | 03/31/2024 | FIW | 3,018 | $308 | 03/31/2024 | MinichMacGregor Wealth Management LLC | 2,928 | $297 | 03/31/2024 | FIW | 2,928 | $297 | 03/31/2024 | Focus Financial Network Inc. ADV | 3,050 | $289 | 12/31/2023 | FIW | 3,050 | $289 | 12/31/2023 | Principal Securities Inc. | 2,943 | $279 | 12/31/2023 | FIW | 2,943 | $279 | 12/31/2023 | Commonwealth Financial Services LLC | 2,892 | $274 | 12/31/2023 | FIW | 2,892 | $274 | 12/31/2023 | AFG Fiduciary Services Limited Partnership | 2,677 | $272 | 03/31/2024 | FIW | 2,677 | $272 | 03/31/2024 | GPS Wealth Strategies Group LLC | 2,648 | $270 | 03/31/2024 | FIW | 2,648 | $270 | 03/31/2024 | Pacific Sun Financial Corp | 2,797 | $265 | 12/31/2023 | FIW | 2,797 | $265 | 12/31/2023 | Mason & Associates Inc | 2,590 | $264 | 03/31/2024 | FIW | 2,590 | $264 | 03/31/2024 | Envestnet Portfolio Solutions Inc. | 2,757 | $261 | 12/31/2023 | FIW | 2,757 | $261 | 12/31/2023 | ARQ Wealth Advisors LLC | 2,707 | $257 | 12/31/2023 | FIW | 2,707 | $257 | 12/31/2023 | Captrust Financial Advisors | 2,675 | $254 | 12/31/2023 | FIW | 2,675 | $254 | 12/31/2023 | Dash Acquisitions Inc. | 2,606 | $252 | 03/31/2024 | FIW | 2,606 | $252 | 03/31/2024 | Main Street Financial Solutions LLC | 2,372 | $242 | 03/31/2024 | FIW | 2,372 | $242 | 03/31/2024 | Golden State Equity Partners | 2,545 | $241 | 12/31/2023 | FIW | 2,545 | $241 | 12/31/2023 | Trivant Custom Portfolio Group LLC | 2,315 | $236 | 03/31/2024 | FIW | 2,315 | $236 | 03/31/2024 | Calton & Associates Inc. | 2,251 | $230 | 03/31/2024 | FIW | 2,251 | $230 | 03/31/2024 | Great Diamond Partners LLC | 2,428 | $230 | 12/31/2023 | FIW | 2,428 | $230 | 12/31/2023 | Private Trust Co. NA | 2,230 | $228 | 03/31/2024 | FIW | 2,230 | $228 | 03/31/2024 | Accel Wealth Management | 2,200 | $225 | 03/31/2024 | FIW | 2,200 | $225 | 03/31/2024 | Brandywine Oak Private Wealth LLC | 2,358 | $224 | 12/31/2023 | FIW | 2,358 | $224 | 12/31/2023 | Sonoma Private Wealth LLC | 2,356 | $223 | 12/31/2023 | FIW | 2,356 | $223 | 12/31/2023 | Tower Research Capital LLC TRC | 2,341 | $222 | 12/31/2023 | FIW | 2,341 | $222 | 12/31/2023 | SILVER OAK SECURITIES Inc | 2,328 | $221 | 12/31/2023 | FIW | 2,328 | $221 | 12/31/2023 | Ignite Planners LLC | 2,167 | $220 | 03/31/2024 | FIW | 2,167 | $220 | 03/31/2024 | The PNC Financial Services Group Inc. | 2,318 | $220 | 12/31/2023 | FIW | 2,318 | $220 | 12/31/2023 | Smithfield Trust Co. | 2,274 | $216 | 12/31/2023 | FIW | 2,274 | $216 | 12/31/2023 | Lincoln National Corp | 2,233 | $212 | 12/31/2023 | FIW | 2,233 | $212 | 12/31/2023 | Cherry Creek Investment Advisors Inc. | 2,033 | $208 | 03/31/2024 | FIW | 2,033 | $208 | 03/31/2024 | Claro Advisors LLC | 1,967 | $201 | 03/31/2024 | FIW | 1,967 | $201 | 03/31/2024 | Bremer Bank National Association | 1,964 | $201 | 03/31/2024 | FIW | 1,964 | $201 | 03/31/2024 | Partnership Wealth Management LLC | 1,686 | $172 | 03/31/2024 | FIW | 1,686 | $172 | 03/31/2024 | Parallel Advisors LLC | 1,700 | $161 | 12/31/2023 | FIW | 1,700 | $161 | 12/31/2023 | Riggs Asset Managment Co. Inc. | 1,539 | $146 | 12/31/2023 | FIW | 1,539 | $146 | 12/31/2023 | Accordant Advisory Group Inc | 1,415 | $144 | 03/31/2024 | FIW | 1,415 | $144 | 03/31/2024 | TD Waterhouse Canada Inc. | 1,488 | $137 | 12/31/2023 | FIW | 1,488 | $137 | 12/31/2023 | Proequities Inc. | 1,197 | $122 | 03/31/2024 | FIW | 1,197 | $122 | 03/31/2024 | Whittier Trust Co. | 1,253 | $119 | 12/31/2023 | FIW | 1,253 | $119 | 12/31/2023 | AdvisorNet Financial Inc | 1,142 | $117 | 03/31/2024 | FIW | 1,142 | $117 | 03/31/2024 | Financial Perspectives Inc | 1,134 | $116 | 03/31/2024 | FIW | 1,134 | $116 | 03/31/2024 | Allworth Financial LP | 1,047 | $107 | 03/31/2024 | FIW | 1,047 | $107 | 03/31/2024 | BOKF NA | 915 | $87 | 12/31/2023 | FIW | 915 | $87 | 12/31/2023 | Halpern Financial Inc. | 810 | $82 | 03/31/2024 | FIW | 810 | $82 | 03/31/2024 | Clearstead Advisors LLC | 823 | $78 | 12/31/2023 | FIW | 823 | $78 | 12/31/2023 | Salem Investment Counselors Inc. | 650 | $66 | 03/31/2024 | FIW | 650 | $66 | 03/31/2024 | Whittier Trust Co. of Nevada Inc. | 687 | $65 | 12/31/2023 | FIW | 687 | $65 | 12/31/2023 | First Pacific Financial | 595 | $61 | 03/31/2024 | FIW | 595 | $61 | 03/31/2024 | Resurgent Financial Advisors LLC | 489 | $46 | 12/31/2023 | FIW | 489 | $46 | 12/31/2023 | Impact Partnership Wealth LLC | 476 | $45 | 12/31/2023 | FIW | 476 | $45 | 12/31/2023 | Evolution Advisers Inc. | 456 | $43 | 12/31/2023 | FIW | 456 | $43 | 12/31/2023 | Migdal Insurance & Financial Holdings Ltd. | 405 | $41 | 03/31/2024 | FIW | 405 | $41 | 03/31/2024 | Raleigh Capital Management Inc. | 397 | $38 | 12/31/2023 | FIW | 397 | $38 | 12/31/2023 | SOA Wealth Advisors LLC. | 356 | $36 | 03/31/2024 | FIW | 356 | $36 | 03/31/2024 | Provence Wealth Management Group | 340 | $32 | 12/31/2023 | FIW | 340 | $32 | 12/31/2023 | Tyler Stone Wealth Management | 330 | $31 | 12/31/2023 | FIW | 330 | $31 | 12/31/2023 | Fifth Third Bancorp | 286 | $29 | 03/31/2024 | FIW | 286 | $29 | 03/31/2024 | Bartlett & Co. LLC | 300 | $29 | 12/31/2023 | FIW | 300 | $29 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 300 | $29 | 12/31/2023 | FIW | 300 | $29 | 12/31/2023 | ICA Group Wealth Management LLC | 284 | $27 | 12/31/2023 | FIW | 284 | $27 | 12/31/2023 | Dunhill Financial LLC | 265 | $25 | 12/31/2023 | FIW | 265 | $25 | 12/31/2023 | Scarborough Advisors LLC | 250 | $24 | 12/31/2023 | FIW | 250 | $24 | 12/31/2023 | Operose Advisors LLC | 250 | $24 | 12/31/2023 | FIW | 250 | $24 | 12/31/2023 | Geneos Wealth Management Inc. | 237 | $22 | 12/31/2023 | FIW | 237 | $22 | 12/31/2023 | Richard W. Paul & Associates LLC | 210 | $20 | 12/31/2023 | FIW | 210 | $20 | 12/31/2023 | Spire Wealth Management | 189 | $19 | 03/31/2024 | FIW | 189 | $19 | 03/31/2024 | Emfo LLC | 205 | $19 | 12/31/2023 | FIW | 205 | $19 | 12/31/2023 | Cape Investment Advisory Inc. | 203 | $19 | 12/31/2023 | FIW | 203 | $19 | 12/31/2023 | Cranbrook Wealth Management LLC | 180 | $18 | 03/31/2024 | FIW | 180 | $18 | 03/31/2024 | Larson Financial Group LLC | 169 | $16 | 12/31/2023 | FIW | 169 | $16 | 12/31/2023 | Trust Co. of Vermont | 150 | $14 | 12/31/2023 | FIW | 150 | $14 | 12/31/2023 | Davis Capital Management | 115 | $12 | 03/31/2024 | FIW | 115 | $12 | 03/31/2024 | Pacific Center for Financial Services | 123 | $12 | 12/31/2023 | FIW | 123 | $12 | 12/31/2023 | AlphaMark Advisors LLC | 100 | $10 | 03/31/2024 | FIW | 100 | $10 | 03/31/2024 | PFS Partners LLC | 95 | $10 | 03/31/2024 | FIW | 95 | $10 | 03/31/2024 | Montag A & Associates Inc. | 108 | $10 | 12/31/2023 | FIW | 108 | $10 | 12/31/2023 | IFP Advisors Inc | 108 | $10 | 12/31/2023 | FIW | 108 | $10 | 12/31/2023 | Oliver Lagore Vanvalin Investment Group | 81 | $8 | 12/31/2023 | FIW | 81 | $8 | 12/31/2023 | Key Financial Inc | 70 | $7 | 03/31/2024 | FIW | 70 | $7 | 03/31/2024 | Blair William & Co. IL | 76 | $7 | 12/31/2023 | FIW | 76 | $7 | 12/31/2023 | Archer Investment Corp | 79 | $7 | 12/31/2023 | FIW | 79 | $7 | 12/31/2023 | Farmers & Merchants Investments Inc. | 55 | $6 | 03/31/2024 | FIW | 55 | $6 | 03/31/2024 | AllSquare Wealth Management LLC | 50 | $5 | 12/31/2023 | FIW | 50 | $5 | 12/31/2023 | Ronald Blue Trust Inc. | 43 | $4 | 03/31/2024 | FIW | 43 | $4 | 03/31/2024 | North Star Investment Management Corp. | 31 | $3 | 03/31/2024 | FIW | 31 | $3 | 03/31/2024 | Glass Jacobson Investment Advisors llc | 21 | $2 | 03/31/2024 | FIW | 21 | $2 | 03/31/2024 | Creative Financial Designs Inc. ADV | 12 | $1 | 03/31/2024 | FIW | 12 | $1 | 03/31/2024 | Coppell Advisory Solutions LLC | 15 | $1 | 12/31/2023 | FIW | 15 | $1 | 12/31/2023 | Creekmur Asset Management LLC | 10 | $1 | 12/31/2023 | FIW | 10 | $1 | 12/31/2023 | Lindbrook Capital LLC | 1 | $0 | 03/31/2024 | FIW | 1 | $0 | 03/31/2024 | Caitlin John LLC | 2 | $0 | 12/31/2023 | FIW | 2 | $0 | 12/31/2023 |
See Summary: Institutional Holders of FIW
See Details: Top 10 Hedge Funds Holding FIW
Also See: FIW Holdings Changes
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