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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
1 top institutions tracked
Last 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
111 filers reported a long position in IWMI for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| LPL Financial LLC | $39.6M | 739.5K | +31.1% |
| MADDEN SECURITIES Corp | $14.1M | 263.2K | 0% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $9.4M | 175.4K | +88.4% |
| Gradient Investments LLC | $8.9M | 165.5K | +0.8% |
| Cascade Wealth Advisors, Inc | $6.6M | 124.4K | 0% |
| Farther Finance Advisors, LLC | $6.2M | 116.3K | +14% |
| ROYAL BANK OF CANADA | $5.3M | 99.2K | +90% |
| Private Advisor Group, LLC | $5.1M | 94.5K | +1,929.8% |
| UBS Group AG | $4.9M | 92.3K | New |
| STIFEL FINANCIAL CORP | $4.8M | 89.4K | +40.9% |
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