IWMI — Institutional owners (13F)

118 filers · $187.1M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
LPL Financial LLC $39,578,585 739,510 21.15% Shares
MADDEN SECURITIES Corp $14,088,167 263,232 7.53% Shares
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC $9,385,000 175,355 5.02% Shares
Gradient Investments LLC $8,855,450 165,461 4.73% Shares
Cascade Wealth Advisors, Inc $6,612,502 124,435 3.53% Shares
Farther Finance Advisors, LLC $6,223,445 116,283 3.33% Shares
ROYAL BANK OF CANADA $5,311,000 99,238 2.84% Shares
Private Advisor Group, LLC $5,055,852 94,467 2.70% Shares
UBS Group AG $4,937,916 92,263 2.64% Shares
STIFEL FINANCIAL CORP $4,783,731 89,382 2.56% Shares
Owen LaRue, LLC $4,338,974 81,072 2.32% Shares
MML INVESTORS SERVICES, LLC $3,768,869 70,420 2.01% Shares
Palacios Wealth Management, LLC $3,323,592 62,100 1.78% Shares
Garden State Investment Advisory Services LLC $3,228,605 60,325 1.73% Shares
Summit Financial, LLC $3,211,387 60,003 1.72% Shares
Rockefeller Capital Management L.P. $3,201,996 59,828 1.71% Shares
Marshall & Sterling Wealth Advisors Inc. $3,064,436 57,258 1.64% Shares
Independence Wealth Advisors, LLC $2,928,061 54,710 1.56% Shares
CITADEL ADVISORS LLC $2,317,416 43,300 1.24% Call option
Moran Wealth Management, LLC $2,255,975 42,152 1.21% Shares
OLD MISSION CAPITAL LLC $2,078,609 38,838 1.11% Shares
Mutual Advisors, LLC $1,918,872 35,853 1.03% Shares
Capital Investment Advisory Services, LLC $1,774,563 33,157 0.95% Shares
High Net Worth Advisory Group LLC $1,672,928 31,258 0.89% Shares
HERBST GROUP, LLC $1,667,212 31,151 0.89% Shares
INSIGNEO ADVISORY SERVICES, LLC $1,589,544 29,700 0.85% Shares
JANE STREET GROUP, LLC $1,525,320 28,500 0.82% Put option
ENVESTNET ASSET MANAGEMENT INC $1,483,067 27,711 0.79% Shares
Brookwood Investment Group LLC $1,405,221 26,256 0.75% Shares
INDEPENDENT FINANCIAL GROUP, LLC $1,403,027 26,215 0.75% Shares
Wellington Grp LLC $1,379,571 25,777 0.74% Shares
FSA Advisors, Inc. $1,333,504 24,916 0.71% Shares
CITADEL ADVISORS LLC $1,332,648 24,900 0.71% Put option
SEAVIEW INVESTMENT MANAGERS LLC $1,278,433 23,887 0.68% Shares
Steward Partners Investment Advisory, LLC $1,263,768 23,613 0.68% Shares
Kestra Advisory Services, LLC $1,235,101 23,077 0.66% Shares
STEPHENS INC /AR/ $1,224,805 22,885 0.65% Shares
KINGSWOOD WEALTH ADVISORS, LLC $1,085,974 20,291 0.58% Shares
JANE STREET GROUP, LLC $1,059,696 19,800 0.57% Call option
NFSG Corp $984,307 18,391 0.53% Shares
Belvedere Trading LLC $845,616 15,800 0.45% Call option
Valmark Advisers, Inc. $828,757 15,485 0.44% Shares
DIVERSIFY WEALTH MANAGEMENT, LLC $808,762 15,541 0.43% Shares
Diversify Advisory Services, LLC $808,762 15,541 0.43% Shares
ENTREWEALTH, LLC $790,950 15,000 0.42% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $778,303 14,542 0.42% Shares
SeaCrest Wealth Management, LLC $776,040 14,500 0.41% Shares
Gateway Wealth Partners, LLC $773,119 14,445 0.41% Shares
PFG Investments, LLC $713,537 13,332 0.38% Shares
HighTower Advisors, LLC $674,551 12,604 0.36% Shares
Navis Wealth Advisors, LLC $669,642 12,512 0.36% Shares
PSI Advisors, LLC $669,421 12,508 0.36% Shares
Walkner Condon Financial Advisors LLC $604,216 11,290 0.32% Shares
CITADEL ADVISORS LLC $603,438 11,275 0.32% Shares
TRUIST FINANCIAL CORP $590,914 11,041 0.32% Shares
WORLD EQUITY GROUP, INC. $566,886 10,590 0.30% Shares
Vann Equity Management LLC $561,895 10,499 0.30% Shares
IFG Advisory, LLC $547,992 10,239 0.29% Shares
Gladstone Institutional Advisory LLC $478,327 8,937 0.26% Shares
Sunbelt Securities, Inc. $471,915 9,956 0.25% Shares
&PARTNERS $450,103 8,410 0.24% Shares
J.W. COLE ADVISORS, INC. $433,554 8,101 0.23% Shares
COMMONWEALTH EQUITY SERVICES, LLC $411,430 7,687 0.22% Shares
Cresset Asset Management, LLC $404,772 7,563 0.22% Shares
Quantum Private Wealth, LLC $386,736 7,226 0.21% Shares
Naviter Wealth, LLC $359,761 6,722 0.19% Shares
Stratos Wealth Partners, LTD. $350,023 6,540 0.19% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $328,720 6,142 0.18% Shares
PRIVATE TRUST CO NA $326,472 6,100 0.17% Shares
Quotient Wealth Partners, LLC $314,858 5,883 0.17% Shares
LANARK FINANCIAL, INC. $301,371 5,631 0.16% Shares
Virtue Capital Management, LLC $267,654 5,001 0.14% Shares
OneDigital Investment Advisors LLC $267,600 5,000 0.14% Shares
Cetera Investment Advisers $253,792 4,742 0.14% Shares
Advisory Advocates, LLC $237,575 4,439 0.13% Shares
Meridian Wealth Management, LLC $230,136 4,300 0.12% Shares
CAP Partners, LLC $230,022 4,298 0.12% Shares
Allworth Financial LP $227,460 4,250 0.12% Shares
Foguth Wealth Management, LLC. $227,091 4,318 0.12% Shares
FIFTH THIRD BANCORP $224,249 4,190 0.12% Shares
CWM, LLC $221,844 4,680 0.12% Shares
Laird Norton Wetherby Trust Company, LLC $214,080 4,000 0.11% Shares
Corient Private Wealth LP $210,869 3,940 0.11% Shares
FINANCIAL MANAGEMENT NETWORK INC $206,775 3,911 0.11% Shares
ANGELES WEALTH MANAGEMENT, LLC $150,659 2,815 0.08% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $101,532 1,901 0.05% Shares
STANCE CAPITAL LLC $100,243 1,873 0.05% Shares
Parallel Advisors, LLC $94,302 1,762 0.05% Shares
SIMPLEX TRADING, LLC $93,392 1,745 0.05% Shares
CoreCap Advisors, LLC $76,875 1,436 0.04% Shares
OSAIC HOLDINGS, INC. $75,047 1,402 0.04% Shares
Founders Financial Alliance, LLC $72,051 1,346 0.04% Shares
GHP Investment Advisors, Inc. $70,246 1,482 0.04% Shares
Luminist Capital LLC $64,278 1,201 0.03% Shares
Aptus Capital Advisors, LLC $62,886 1,175 0.03% Shares
GROUP ONE TRADING LLC $61,655 1,152 0.03% Shares
JPMORGAN CHASE & CO $34,708 650 0.02% Shares
Ameritas Advisory Services, LLC $33,075 618 0.02% Shares
IMA Advisory Services, Inc. $32,112 600 0.02% Shares
HARBOUR INVESTMENTS, INC. $27,830 520 0.01% Shares
SHP Wealth Management $26,253 491 0.01% Shares
SALEM INVESTMENT COUNSELORS INC $25,422 475 0.01% Shares
Spire Wealth Management $17,743 332 0.01% Shares
SBI Securities Co., Ltd. $14,236 266 0.01% Shares
WELLS FARGO & COMPANY/MN $11,278 211 0.01% Shares
Financial Management Professionals, Inc. $10,543 197 0.01% Shares
Larson Financial Group LLC $8,028 150 0.00% Shares
Belvedere Trading LLC $5,352 100 0.00% Put option
IFP Advisors, Inc $5,352 100 0.00% Shares
SWAN Capital LLC $3,982 84 0.00% Shares
SIGNATUREFD, LLC $2,944 55 0.00% Shares
Asset Dedication, LLC $1,874 35 0.00% Shares
DHJJ Financial Advisors, Ltd. $1,606 30 0.00% Shares
Triumph Capital Management $1,552 29 0.00% Shares
Cambridge Investment Research Advisors, Inc. $973 18,188 0.00% Shares
BNP PARIBAS FINANCIAL MARKETS $161 3 0.00% Shares
TSFG, LLC $16 296 0.00% Shares
Capital Analysts, LLC $9 172 0.00% Shares