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Institutions Holding IWD (1893 holders)

1893 institutions currently hold IWD, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
BANK OF AMERICA CORP /DE/$9.9B0.72%
MORGAN STANLEY$9.0B0.54%
GOLDMAN SACHS GROUP INC$2.5B0.29%
FMR LLC$2.0B0.10%
JPMORGAN CHASE & CO$1.8B0.12%
Financial Engines Advisors L.L.C.$1.7B3.48%
UBS Group AG$1.5B0.23%
ENVESTNET ASSET MANAGEMENT INC$1.5B0.39%
Baird Financial Group, Inc.$1.3B2.01%
RAYMOND JAMES FINANCIAL INC$1.2B0.36%
NORTHERN TRUST CORP$1.1B0.15%
WELLS FARGO & COMPANY/MN$1.1B0.20%
LPL Financial LLC$915.5M0.24%
PRUDENTIAL FINANCIAL INC$798.3M0.98%
M&T Bank Corp$757.5M2.59%
PNC FINANCIAL SERVICES GROUP, INC.$723.5M0.42%
Pinnacle Financial Partners, Inc.$693.5M5.31%
JONES FINANCIAL COMPANIES LLLP$554.8M0.27%
Jasper Ridge Partners, L.P.$527.2M11.73%
FRANKLIN RESOURCES INC$505.2M0.12%
ROYAL BANK OF CANADA$473.9M0.08%
TRUIST FINANCIAL CORP$461.9M0.62%
GLOBALT Investments LLC / GA$373.7M13.33%
COMMONWEALTH EQUITY SERVICES, LLC$343.2M0.48%
Rockefeller Capital Management L.P.$328.8M0.58%
STIFEL FINANCIAL CORP$313.2M0.29%
Focus Partners Wealth$302.3M0.34%
Stairway Partners, LLC$284.5M14.74%
NATIXIS ADVISORS, LLC$272.6M0.38%
71 West Capital Partners$270.1M11.88%
Cetera Investment Advisers$262.7M0.28%
AMERIPRISE FINANCIAL INC$254.8M0.06%
FIFTH THIRD BANCORP$254.6M0.47%
CITIGROUP INC$234.7M0.10%
HighTower Advisors, LLC$232.8M0.25%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$227.4M0.87%
Elliott Investment Management L.P.$213.7M1.06%
Bank of New York Mellon Corp$193.1M0.04%
Waldron Private Wealth LLC$185.8M7.25%
OAKWORTH CAPITAL, INC.$184.2M9.76%
Cerity Partners LLC$174.3M0.25%
Pacific Life Fund Advisors LLC$171.7M19.72%
US BANCORP \DE\$171.1M0.21%
VICTORY CAPITAL MANAGEMENT INC$166.8M0.11%
Corient Private Wealth LLC$166.0M0.24%
OpenArc Corporate Advisory, LLC$159.6M2.29%
BROWN ADVISORY INC$157.9M0.26%
OSAIC HOLDINGS, INC.$152.4M0.22%
COMMERCE BANK$151.0M0.73%
Circle Wealth Management, LLC$143.7M2.05%
Dynasty Wealth Management, LLC$140.7M1.23%
BlackRock, Inc.$136.8M0.00%
TIAA Wealth Investment Management LLC$135.2M1.03%
1ST SOURCE BANK$132.9M6.86%
STEPHENS INC /AR/$124.6M1.56%
Creative Planning$114.7M0.08%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$107.3M0.22%
Mariner, LLC$102.2M0.12%
Pathstone Holdings, LLC$100.3M0.40%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$98.5M0.06%
CAPTRUST FINANCIAL ADVISORS$93.1M0.16%
Cullen/Frost Bankers, Inc.$93.0M1.06%
STEPHENS GROUP ASSET MANAGEMENT, LLC$92.1M5.87%
BANK OF NOVA SCOTIA$90.9M0.16%
Cassaday & Co Wealth Management LLC$89.3M1.90%
Equitable Holdings, Inc.$87.0M0.56%
CHOREO, LLC$86.1M1.06%
MML INVESTORS SERVICES, LLC$85.7M0.24%
EQUITY INVESTMENT CORP$85.6M1.68%
Cedar Mountain Advisors, LLC$84.4M16.51%
Marquette Asset Management, LLC$84.1M12.57%
Steward Partners Investment Advisory, LLC$81.3M0.41%
LANDAAS & CO /WI /ADV$79.8M17.51%
Modera Wealth Management, LLC$77.7M0.93%
MAI Capital Management$77.1M0.44%
StoneX Group Inc.$76.7M4.13%
MONETA GROUP INVESTMENT ADVISORS LLC$75.8M0.57%
MV CAPITAL MANAGEMENT, INC.$72.8M7.15%
Beacon Pointe Advisors, LLC$72.4M0.38%
Thrivent Financial for Lutherans$71.9M0.14%
Private Advisor Group, LLC$71.3M0.33%
TWO SIGMA INVESTMENTS, LP$70.8M0.06%
Cresset Asset Management, LLC$69.3M0.30%
Allworth Financial LP$67.4M0.27%
Lido Advisors, LLC$66.2M0.20%
EP Wealth Advisors, LLC$64.8M0.32%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$61.0M0.18%
BANK OF MONTREAL /CAN/$60.4M0.02%
SMI Advisory Services, LLC$58.5M9.63%
Paulson Wealth Management Inc.$58.4M13.70%
Janney Montgomery Scott LLC$58.3M0.14%
Waverly Advisors, LLC$58.2M0.43%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$57.7M0.02%
First Business Financial Services, Inc.$56.9M5.06%
BLAIR WILLIAM & CO/IL$55.5M0.16%
BRIDGES INVESTMENT MANAGEMENT INC$55.0M0.74%
Badgley Phelps Wealth Managers, LLC$53.7M1.07%
HB Wealth Management, LLC$50.5M0.33%
Wind River Trust Co$49.4M18.65%
MERCER GLOBAL ADVISORS INC /ADV$49.4M0.07%
MISSION WEALTH MANAGEMENT, LP$48.0M0.99%
AMERICAN CENTURY COMPANIES INC$47.9M0.02%
Legacy Edge Advisors, LLC$47.4M4.98%
KESTRA PRIVATE WEALTH SERVICES, LLC$47.0M0.58%
Americana Partners, LLC$45.7M1.19%
Comprehensive Financial Management LLC$44.9M1.49%
Mesirow Financial Investment Management, Inc.$44.3M0.72%
Relyea Zuckerberg Hanson LLC$44.1M4.44%
Boston Partners$43.3M0.05%
ALLIANCEBERNSTEIN L.P.$43.0M0.01%
AQR CAPITAL MANAGEMENT LLC$41.5M0.02%
CIBC Bancorp USA Inc.$40.6M0.05%
Concurrent Investment Advisors, LLC$40.5M0.44%
CFS Investment Advisory Services, LLC$40.4M2.79%
Prospera Financial Services Inc$38.6M0.62%
Kestra Advisory Services, LLC$38.3M0.14%
Saudi Central Bank$38.0M0.81%
REGIONS FINANCIAL CORP$37.7M0.24%
Wilmington Savings Fund Society, FSB$36.4M0.87%
Nuveen, LLC$36.4M0.01%
Clearstead Advisors, LLC$35.5M0.32%
Corundum Group, Inc.$35.4M11.84%
IEQ CAPITAL, LLC$34.3M0.16%
Cordatus Wealth Management LLC$33.7M8.03%
Midwest Trust Co$33.6M0.42%
WESTWOOD HOLDINGS GROUP INC$33.3M0.24%
Pacific Sage Partners, LLC$33.1M5.21%
PROATHLETE WEALTH MANAGEMENT LLC$32.9M9.13%
LBJ Family Wealth Advisors, Ltd.$32.9M19.27%
HSBC HOLDINGS PLC$32.4M0.02%
Ellenbecker Investment Group$31.4M4.22%
SILVERCREST ASSET MANAGEMENT GROUP LLC$31.3M0.23%
Sanctuary Advisors, LLC$31.2M0.17%
JMAC ENTERPRISES LLC$30.8M5.89%
Objectivity Squared, LLC$30.7M19.35%
KEYBANK NATIONAL ASSOCIATION/OH$30.6M0.11%
CAMBIAR INVESTORS LLC$30.0M1.39%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$29.9M0.00%
SIMON QUICK ADVISORS, LLC$29.7M1.36%
Savant Capital, LLC$29.6M0.14%
RMR Wealth Builders$29.3M2.31%
Quantinno Capital Management LP$28.3M0.05%
AMG National Trust Bank$27.9M0.61%
Claro Advisors Inc.$27.2M3.28%
Capital Advisors, Ltd. LLC$26.9M3.06%
LWM ADVISORS INC$26.8M23.22%
Flaharty Asset Management, LLC$26.6M3.30%
FIRST HORIZON CORP$26.6M1.11%
Cambridge Investment Research Advisors, Inc.$26.4M0.07%
TruWealth Advisors, LLC$26.2M1.26%
Institutions Holding IWD (1893 holders) | AlphaSMO