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No 8-K filings in the last 30 days.
0 top institutions tracked
Sentiment: unknown
No recent insider trades detected.
Red flags: 0
5 filers reported a long position in IWFG for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $93.2M | 1.7M | +100% |
| ASSETMARK, INC | $17.2K | 318 | New |
| WELLS FARGO & COMPANY/MN | $1.2K | 23 | New |
| MORGAN STANLEY | $54 | 1 | Unchanged |
| JPMORGAN CHASE & CO | $53 | 1 | New |
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