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Institutional Holders of IWL

There is a long list of 139 institutional holders of IWL within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of IWL by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IWL table below, the initial column indicates the name of each top institutional holder of IWL, with a link to that fund's top holdings. The next columns indicate the amount of IWL stock held by each of the institutional holders of IWL, followed by the IWL position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Tompkins Financial Corp667,208$84,815 03/31/2024
     IWL667,208$84,815 03/31/2024
Gilbert & Cook Inc.554,726$63,843 12/31/2023
     IWL554,726$63,843 12/31/2023
McKinley Carter Wealth Services Inc.384,402$48,865 03/31/2024
     IWL384,402$48,865 03/31/2024
Bank of America Corp DE391,827$45,095 12/31/2023
     IWL391,827$45,095 12/31/2023
Ameriprise Financial Inc.368,855$42,452 12/31/2023
     IWL368,855$42,452 12/31/2023
Morgan Stanley364,911$41,998 12/31/2023
     IWL364,911$41,998 12/31/2023
Dohj LLC216,517$27,524 03/31/2024
     IWL216,517$27,524 03/31/2024
Pegasus Partners Ltd.204,016$25,935 03/31/2024
     IWL204,016$25,935 03/31/2024
JPMorgan Chase & Co.202,643$23,322 12/31/2023
     IWL202,643$23,322 12/31/2023
LPL Financial LLC183,943$21,170 12/31/2023
     IWL183,943$21,170 12/31/2023
Cambridge Investment Research Advisors Inc.129,254$16,431 03/31/2024
     IWL129,254$16,431 03/31/2024
Equitable Holdings Inc.121,564$13,991 12/31/2023
     IWL121,564$13,991 12/31/2023
SageView Advisory Group LLC112,318$13,440 12/31/2023
     IWL112,318$13,440 12/31/2023
First Citizens Bank & Trust Co.101,931$12,957 03/31/2024
     IWL101,931$12,957 03/31/2024
Royal Bank of Canada110,002$12,660 12/31/2023
     IWL110,002$12,660 12/31/2023
KM Capital Management Ltd.106,681$12,278 12/31/2023
     IWL106,681$12,278 12/31/2023
BlackRock Inc.103,674$11,932 12/31/2023
     IWL103,674$11,932 12/31/2023
WFA Asset Management Corp93,818$11,926 03/31/2024
     IWL93,818$11,926 03/31/2024
Woodard & Co. Asset Management Group Inc. ADV101,725$11,707 12/31/2023
     IWL101,725$11,707 12/31/2023
Dechtman Wealth Management LLC92,078$11,705 03/31/2024
     IWL92,078$11,705 03/31/2024
Envestnet Portfolio Solutions Inc.95,546$10,996 12/31/2023
     IWL95,546$10,996 12/31/2023
Creative Financial Designs Inc. ADV80,696$9,287 12/31/2023
     IWL80,696$9,287 12/31/2023
Strategic Equity Management71,269$9,060 03/31/2024
     IWL71,269$9,060 03/31/2024
Voya Investment Management LLC66,199$7,619 12/31/2023
     IWL66,199$7,619 12/31/2023
Arkadios Wealth Advisors65,773$7,570 12/31/2023
     IWL65,773$7,570 12/31/2023
BOKF NA62,881$7,237 12/31/2023
     IWL62,881$7,237 12/31/2023
HighTower Advisors LLC60,290$6,938 12/31/2023
     IWL60,290$6,938 12/31/2023
Commonwealth Equity Services LLC42,125$5,355 03/31/2024
     IWL42,125$5,355 03/31/2024
Susquehanna International Group LLP45,604$5,249 12/31/2023
     IWL45,604$5,249 12/31/2023
Advisor Group Holdings Inc.44,502$5,122 12/31/2023
     IWL44,502$5,122 12/31/2023
ShoreHaven Wealth Partners LLC43,157$4,967 12/31/2023
     IWL43,157$4,967 12/31/2023
Nicollet Investment Management Inc.42,619$4,905 12/31/2023
     IWL42,619$4,905 12/31/2023
Noble Family Wealth LLC29,150$3,706 03/31/2024
     IWL29,150$3,706 03/31/2024
Integrated Wealth Concepts LLC30,873$3,553 12/31/2023
     IWL30,873$3,553 12/31/2023
Wells Fargo & Company MN29,641$3,411 12/31/2023
     IWL29,641$3,411 12/31/2023
9258 Wealth Management LLC28,723$3,306 12/31/2023
     IWL28,723$3,306 12/31/2023
Lincoln National Corp27,804$3,200 12/31/2023
     IWL27,804$3,200 12/31/2023
UBS Group AG26,797$3,084 12/31/2023
     IWL26,797$3,084 12/31/2023
Asset Allocation Strategies LLC26,036$2,997 12/31/2023
     IWL26,036$2,997 12/31/2023
Stratos Wealth Partners LTD.21,728$2,762 03/31/2024
     IWL21,728$2,762 03/31/2024
Sowell Financial Services LLC22,403$2,578 12/31/2023
     IWL22,403$2,578 12/31/2023
Zimmermann Investment Management & Planning LLC19,884$2,528 03/31/2024
     IWL19,884$2,528 03/31/2024
Two Sigma Investments LP20,500$2,359 12/31/2023
     IWL20,500$2,359 12/31/2023
Grant Street Asset Management Inc.20,093$2,313 12/31/2023
     IWL20,093$2,313 12/31/2023
Thoroughbred Financial Services LLC19,768$2,275 12/31/2023
     IWL19,768$2,275 12/31/2023
Cresset Asset Management LLC19,771$2,275 12/31/2023
     IWL19,771$2,275 12/31/2023
Compton Wealth Advisory Group LLC16,582$2,108 03/31/2024
     IWL16,582$2,108 03/31/2024
Valmark Advisers Inc.18,074$2,080 12/31/2023
     IWL18,074$2,080 12/31/2023
Envestnet Asset Management Inc.18,035$2,076 12/31/2023
     IWL18,035$2,076 12/31/2023
Paul Damon & Associates Inc.14,891$1,893 03/31/2024
     IWL14,891$1,893 03/31/2024

See All: Funds Holding IWL
See Details: Top 10 Hedge Funds Holding IWL
Also See: IWL Holdings Changes

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