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Institutions Holding IWN (1018 holders)

1018 institutions currently hold IWN, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
BANK OF AMERICA CORP /DE/$1.2B0.08%
MORGAN STANLEY$826.7M0.05%
ENVESTNET ASSET MANAGEMENT INC$406.6M0.11%
TIAA Wealth Investment Management LLC$285.7M2.18%
D.A. DAVIDSON & CO.$241.4M1.46%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$227.6M0.88%
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$210.2M2.11%
PNC FINANCIAL SERVICES GROUP, INC.$208.7M0.12%
LPL Financial LLC$201.4M0.05%
M&T Bank Corp$192.8M0.66%
WELLS FARGO & COMPANY/MN$166.2M0.03%
HSBC HOLDINGS PLC$162.9M0.09%
UBS Group AG$159.1M0.02%
COMMONWEALTH EQUITY SERVICES, LLC$150.4M0.21%
GOLDMAN SACHS GROUP INC$137.9M0.02%
Betterment LLC$127.5M0.24%
Cassaday & Co Wealth Management LLC$122.2M2.60%
NORTHERN TRUST CORP$115.2M0.02%
ROYAL BANK OF CANADA$105.0M0.02%
JPMORGAN CHASE & CO$85.8M0.01%
RAYMOND JAMES FINANCIAL INC$84.9M0.03%
Pacific Life Fund Advisors LLC$81.3M9.34%
Pathstone Holdings, LLC$78.7M0.31%
Badgley Phelps Wealth Managers, LLC$74.0M1.47%
Focus Partners Wealth$64.3M0.07%
Jasper Ridge Partners, L.P.$61.0M1.36%
COMMERCE BANK$61.0M0.30%
JONES FINANCIAL COMPANIES LLLP$56.2M0.03%
Bank of New York Mellon Corp$53.9M0.01%
AMERIPRISE FINANCIAL INC$51.4M0.01%
SEI INVESTMENTS CO$48.9M0.05%
MAI Capital Management$48.8M0.28%
Cetera Investment Advisers$47.5M0.05%
CHOREO, LLC$46.2M0.57%
AMG National Trust Bank$45.1M0.98%
STEPHENS GROUP ASSET MANAGEMENT, LLC$45.0M2.87%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$44.2M0.13%
Comprehensive Financial Management LLC$43.7M1.45%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$40.6M0.08%
BROWN ADVISORY INC$40.2M0.07%
WHITTIER TRUST CO$38.5M0.43%
NATIXIS ADVISORS, LLC$38.4M0.05%
Rockefeller Capital Management L.P.$37.8M0.07%
Allspring Global Investments Holdings, LLC$35.9M0.06%
FIFTH THIRD BANCORP$34.5M0.06%
FMR LLC$33.6M0.00%
US BANCORP \DE\$33.3M0.04%
Waldron Private Wealth LLC$31.6M1.23%
Mariner, LLC$30.1M0.04%
COURIER CAPITAL LLC$29.3M1.64%
BANK OF MONTREAL /CAN/$29.2M0.01%
Pure Financial Advisors, LLC$28.0M0.40%
JOHNSON INVESTMENT COUNSEL INC$27.2M0.22%
WoodTrust Financial Corp$27.0M3.48%
TRUIST FINANCIAL CORP$26.7M0.04%
BlackRock, Inc.$26.4M0.00%
WELLINGTON MANAGEMENT GROUP LLP$25.9M0.00%
CITADEL ADVISORS LLC$25.0M0.00%
HighTower Advisors, LLC$25.0M0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$24.9M0.00%
Modera Wealth Management, LLC$24.8M0.30%
OSAIC HOLDINGS, INC.$24.7M0.04%
Allworth Financial LP$23.8M0.10%
PRINCIPAL FINANCIAL GROUP INC$21.9M0.01%
Powell Investment Advisors, LLC$21.9M7.54%
Arax Advisory Partners$21.5M0.61%
JANUS HENDERSON GROUP PLC$21.4M0.01%
WHITTIER TRUST CO OF NEVADA INC$21.3M0.44%
CAPTRUST FINANCIAL ADVISORS$20.9M0.04%
AQR CAPITAL MANAGEMENT LLC$20.7M0.01%
Corient Private Wealth LLC$20.2M0.03%
Cerity Partners LLC$19.9M0.03%
Zhang Financial LLC$18.8M0.65%
Elite Financial, Inc.$18.3M8.19%
VICTORY CAPITAL MANAGEMENT INC$18.1M0.01%
FLOW TRADERS U.S. LLC$17.8M0.56%
Pinnacle Financial Partners, Inc.$17.5M0.13%
Baird Financial Group, Inc.$17.4M0.03%
SILVERCREST ASSET MANAGEMENT GROUP LLC$17.3M0.13%
NATIONAL BANK OF CANADA /FI/$17.2M0.02%
Creative Planning$17.0M0.01%
ALLIANCEBERNSTEIN L.P.$16.8M0.01%
Fiduciary Trust Co$16.7M0.20%
Savant Capital, LLC$16.1M0.08%
THOMPSON SIEGEL & WALMSLEY LLC$15.9M0.28%
Beacon Pointe Advisors, LLC$15.5M0.08%
ASPIRIANT, LLC$15.1M0.43%
Waverly Advisors, LLC$15.1M0.11%
JANE STREET GROUP, LLC$14.5M0.00%
CWM, LLC$14.4M0.04%
Wealthspire Advisors, LLC$14.4M0.11%
FRANKLIN RESOURCES INC$14.0M0.00%
MONETA GROUP INVESTMENT ADVISORS LLC$13.6M0.10%
Hillcrest Wealth Advisors - NY, LLC$13.4M5.42%
FULLER & THALER ASSET MANAGEMENT, INC.$13.3M0.04%
TWO SIGMA INVESTMENTS, LP$13.1M0.01%
STIFEL FINANCIAL CORP$13.0M0.01%
Strategic Equity Management$13.0M4.89%
BAILARD, INC.$12.8M0.30%
TIAA TRUST, NATIONAL ASSOCIATION$12.7M0.77%
ARIEL INVESTMENTS, LLC$12.4M0.14%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$12.3M0.01%
SHAPIRO CAPITAL MANAGEMENT LLC$11.9M0.74%
Tower Research Capital LLC (TRC)$11.7M0.30%
Cresset Asset Management, LLC$11.6M0.05%
SONATA CAPITAL GROUP INC$11.6M4.26%
HARBOR INVESTMENT ADVISORY, LLC$11.4M0.90%
STEPHENS INC /AR/$11.2M0.14%
LBJ Family Wealth Advisors, Ltd.$11.2M6.56%
FIRST HORIZON CORP$11.1M0.46%
Leeward Investments, LLC - MA$10.7M0.53%
Focus Partners Advisor Solutions, LLC$10.7M0.11%
EP Wealth Advisors, LLC$10.7M0.05%
GTS SECURITIES LLC$10.5M0.37%
BLAIR WILLIAM & CO/IL$10.4M0.03%
KEYBANK NATIONAL ASSOCIATION/OH$10.3M0.04%
D. E. Shaw & Co., Inc.$10.3M0.01%
Corundum Group, Inc.$10.1M3.39%
Kestra Advisory Services, LLC$10.1M0.04%
RTD Financial Advisors, Inc.$10.1M1.24%
Equitable Holdings, Inc.$10.1M0.07%
Navigation Group, LLC$10.0M2.34%
Marion Wealth Management$9.9M2.19%
Royal Fund Management, LLC$9.8M0.93%
CIBC Bancorp USA Inc.$9.7M0.01%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$9.6M1.21%
EverSource Wealth Advisors, LLC$9.4M0.29%
Viewpoint Capital Management LLC$9.1M4.27%
HB Wealth Management, LLC$8.9M0.06%
Idaho Trust Co$8.5M2.76%
PEAPACK GLADSTONE FINANCIAL CORP$8.3M0.11%
Mirae Asset Global Investments Co., Ltd.$8.2M0.00%
Fortis Group Advisors, LLC$8.1M1.35%
HANCOCK WHITNEY CORP$8.0M0.14%
MERCER GLOBAL ADVISORS INC /ADV$8.0M0.01%
CM WEALTH ADVISORS LLC$7.8M1.66%
Baker Avenue Asset Management, LP$7.8M0.18%
Sanctuary Advisors, LLC$7.7M0.04%
One Capital Management, LLC$7.5M0.21%
LWM ADVISORS INC$7.4M6.38%
United Asset Strategies, Inc.$7.3M0.58%
OFS Enterprise LLC$7.3M2.13%
Boston Partners$7.2M0.01%
ROYCE & ASSOCIATES LP$7.1M0.07%
Foundation Wealth Management, LLC$7.0M4.74%
MONEYWISE, INC.$6.9M2.99%
PRUDENTIAL FINANCIAL INC$6.8M0.01%
IEQ CAPITAL, LLC$6.8M0.03%
DROMS STRAUSS ADVISORS INC /MO/ /ADV$6.7M1.75%
SEGALL BRYANT & HAMILL, LLC$6.7M0.10%
Institutions Holding IWN (1018 holders) | AlphaSMO