On this page, we present all of the funds holding FIW from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FIW, with a link to that fund's top holdings. The next columns indicate the amount of FIW stock held by each of the funds holding FIW, followed by the FIW position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 253 funds holding FIW within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding FIW), click the fund name in the "Holder" column of the funds-holding-FIW table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Morgan Stanley | 1,106,736 | $104,917 | 12/31/2023 |
FIW | 1,106,736 | $104,917 | 12/31/2023 |
LPL Financial LLC | 594,202 | $56,329 | 12/31/2023 |
FIW | 594,202 | $56,329 | 12/31/2023 |
Wells Fargo & Company MN | 466,293 | $44,204 | 12/31/2023 |
FIW | 466,293 | $44,204 | 12/31/2023 |
Bank of America Corp DE | 359,111 | $34,043 | 12/31/2023 |
FIW | 359,111 | $34,043 | 12/31/2023 |
UBS Group AG | 308,281 | $29,224 | 12/31/2023 |
FIW | 308,281 | $29,224 | 12/31/2023 |
Global Assets Advisory LLC | 263,380 | $26,891 | 03/31/2024 |
FIW | 263,380 | $26,891 | 03/31/2024 |
Commonwealth Equity Services LLC | 271,688 | $25,756 | 12/31/2023 |
FIW | 271,688 | $25,756 | 12/31/2023 |
Royal Bank of Canada | 177,959 | $16,870 | 12/31/2023 |
FIW | 177,959 | $16,870 | 12/31/2023 |
1832 Asset Management L.P. | 175,599 | $16,646 | 12/31/2023 |
FIW | 175,599 | $16,646 | 12/31/2023 |
Envestnet Asset Management Inc. | 172,116 | $16,316 | 12/31/2023 |
FIW | 172,116 | $16,316 | 12/31/2023 |
Stifel Financial Corp | 170,239 | $16,139 | 12/31/2023 |
FIW | 170,239 | $16,139 | 12/31/2023 |
Advisor Group Holdings Inc. | 162,062 | $15,366 | 12/31/2023 |
FIW | 162,062 | $15,366 | 12/31/2023 |
Polianta Ltd | 143,900 | $14,692 | 03/31/2024 |
FIW | 143,900 | $14,692 | 03/31/2024 |
Raymond James Financial Services Advisors Inc. | 135,724 | $12,866 | 12/31/2023 |
FIW | 135,724 | $12,866 | 12/31/2023 |
SRS Capital Advisors Inc. | 129,056 | $12,234 | 12/31/2023 |
FIW | 129,056 | $12,234 | 12/31/2023 |
Ameriprise Financial Inc. | 111,499 | $10,566 | 12/31/2023 |
FIW | 111,499 | $10,566 | 12/31/2023 |
Bank Hapoalim BM | 102,113 | $10,461 | 12/31/2023 |
FIW | 102,113 | $10,461 | 12/31/2023 |
National Bank of Canada FI | 106,359 | $10,005 | 12/31/2023 |
FIW | 106,359 | $10,005 | 12/31/2023 |
Clearwater Capital Advisors LLC | 104,001 | $9,859 | 12/31/2023 |
FIW | 104,001 | $9,859 | 12/31/2023 |
Truist Financial Corp | 98,741 | $9,360 | 12/31/2023 |
FIW | 98,741 | $9,360 | 12/31/2023 |
Raymond James & Associates | 95,369 | $9,041 | 12/31/2023 |
FIW | 95,369 | $9,041 | 12/31/2023 |
US Bancorp DE | 81,626 | $7,738 | 12/31/2023 |
FIW | 81,626 | $7,738 | 12/31/2023 |
Cetera Investment Advisers | 80,538 | $7,635 | 12/31/2023 |
FIW | 80,538 | $7,635 | 12/31/2023 |
Money Design Co. Ltd. | 74,923 | $7,103 | 12/31/2023 |
FIW | 74,923 | $7,103 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 73,765 | $6,993 | 12/31/2023 |
FIW | 73,765 | $6,993 | 12/31/2023 |
Private Advisor Group LLC | 65,867 | $6,243 | 12/31/2023 |
FIW | 65,867 | $6,243 | 12/31/2023 |
Kestra Advisory Services LLC | 65,622 | $6,221 | 12/31/2023 |
FIW | 65,622 | $6,221 | 12/31/2023 |
JPMorgan Chase & Co. | 51,410 | $4,874 | 12/31/2023 |
FIW | 51,410 | $4,874 | 12/31/2023 |
White Pine Investment CO | 46,733 | $4,430 | 12/31/2023 |
FIW | 46,733 | $4,430 | 12/31/2023 |
Oppenheimer & Co. Inc. | 45,482 | $4,312 | 12/31/2023 |
FIW | 45,482 | $4,312 | 12/31/2023 |
Mainsail Financial Group LLC | 42,142 | $4,303 | 03/31/2024 |
FIW | 42,142 | $4,303 | 03/31/2024 |
Gladstone Institutional Advisory LLC | 44,845 | $4,251 | 12/31/2023 |
FIW | 44,845 | $4,251 | 12/31/2023 |
Mariner LLC | 44,049 | $4,176 | 12/31/2023 |
FIW | 44,049 | $4,176 | 12/31/2023 |
Personal Resources Investment & Strategic Management Inc. | 40,039 | $4,088 | 03/31/2024 |
FIW | 40,039 | $4,088 | 03/31/2024 |
MML Investors Services LLC | 41,517 | $3,936 | 12/31/2023 |
FIW | 41,517 | $3,936 | 12/31/2023 |
Avantax Advisory Services Inc. | 41,380 | $3,923 | 12/31/2023 |
FIW | 41,380 | $3,923 | 12/31/2023 |
Stegent Equity Advisors Inc. | 37,750 | $3,579 | 12/31/2023 |
FIW | 37,750 | $3,579 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 37,295 | $3,536 | 12/31/2023 |
FIW | 37,295 | $3,536 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 37,181 | $3,525 | 12/31/2023 |
FIW | 37,181 | $3,525 | 12/31/2023 |
Citadel Advisors LLC | 36,850 | $3,493 | 12/31/2023 |
FIW | 36,850 | $3,493 | 12/31/2023 |
Susquehanna International Group LLP | $3,387 | 12/31/2023 | |
FIW | 31,733 | $3,008 | 12/31/2023 |
Call | 4,000 | $379 | 12/31/2023 |
Raab & Moskowitz Asset Management LLC | 33,256 | $3,153 | 12/31/2023 |
FIW | 33,256 | $3,153 | 12/31/2023 |
LexAurum Advisors LLC | 30,509 | $3,115 | 03/31/2024 |
FIW | 30,509 | $3,115 | 03/31/2024 |
Bank of Montreal Can | 32,184 | $3,074 | 12/31/2023 |
FIW | 32,184 | $3,074 | 12/31/2023 |
Integrated Wealth Concepts LLC | 31,822 | $3,017 | 12/31/2023 |
FIW | 31,822 | $3,017 | 12/31/2023 |
Florin Court Capital LLP | 30,300 | $2,872 | 12/31/2023 |
FIW | 30,300 | $2,872 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 27,183 | $2,775 | 03/31/2024 |
FIW | 27,183 | $2,775 | 03/31/2024 |
Chicago Partners Investment Group LLC | 29,898 | $2,731 | 12/31/2023 |
FIW | 29,898 | $2,731 | 12/31/2023 |
Modera Wealth Management LLC | 27,018 | $2,561 | 12/31/2023 |
FIW | 27,018 | $2,561 | 12/31/2023 |
HighTower Advisors LLC | 26,891 | $2,543 | 12/31/2023 |
FIW | 26,891 | $2,543 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 24,910 | $2,361 | 12/31/2023 |
FIW | 24,910 | $2,361 | 12/31/2023 |
Claudia M.P. Batlle CRP R LLC | 24,226 | $2,297 | 12/31/2023 |
FIW | 24,226 | $2,297 | 12/31/2023 |
GWM Advisors LLC | 24,313 | $2,270 | 12/31/2023 |
FIW | 24,313 | $2,270 | 12/31/2023 |
Stratos Wealth Advisors LLC | 22,033 | $2,250 | 03/31/2024 |
FIW | 22,033 | $2,250 | 03/31/2024 |
Mascoma Wealth Management LLC | 23,308 | $2,210 | 12/31/2023 |
FIW | 23,308 | $2,210 | 12/31/2023 |
Strategic Blueprint LLC | 22,702 | $2,152 | 12/31/2023 |
FIW | 22,702 | $2,152 | 12/31/2023 |
Flow Traders U.S. LLC | 22,507 | $2,134 | 12/31/2023 |
FIW | 22,507 | $2,134 | 12/31/2023 |
M Holdings Securities Inc. | 22,362 | $2,120 | 12/31/2023 |
FIW | 22,362 | $2,120 | 12/31/2023 |
Arthur M. Cohen & Associates LLC | 22,093 | $2,094 | 12/31/2023 |
FIW | 22,093 | $2,094 | 12/31/2023 |
Fiduciary Trust Co. | 20,950 | $1,986 | 12/31/2023 |
FIW | 20,950 | $1,986 | 12/31/2023 |
Davis Investment Partners LLC | 19,729 | $1,966 | 03/31/2024 |
FIW | 19,729 | $1,966 | 03/31/2024 |
Stonebridge Financial Planning Group LLC | 20,449 | $1,939 | 12/31/2023 |
FIW | 20,449 | $1,939 | 12/31/2023 |
Comerica Bank | 19,586 | $1,857 | 12/31/2023 |
FIW | 19,586 | $1,857 | 12/31/2023 |
Ameritas Advisory Services LLC | 17,896 | $1,704 | 12/31/2023 |
FIW | 17,896 | $1,704 | 12/31/2023 |
Acorn Wealth Advisors LLC | 17,873 | $1,694 | 12/31/2023 |
FIW | 17,873 | $1,694 | 12/31/2023 |
Janney Montgomery Scott LLC | 17,838 | $1,691 | 12/31/2023 |
FIW | 17,838 | $1,691 | 12/31/2023 |
Sfmg LLC | 17,268 | $1,637 | 12/31/2023 |
FIW | 17,268 | $1,637 | 12/31/2023 |
Financial Enhancement Group LLC | 16,409 | $1,614 | 03/31/2024 |
FIW | 16,409 | $1,614 | 03/31/2024 |
Prime Capital Investment Advisors LLC | 16,748 | $1,588 | 12/31/2023 |
FIW | 16,748 | $1,588 | 12/31/2023 |
Moors & Cabot Inc. | 16,475 | $1,562 | 12/31/2023 |
FIW | 16,475 | $1,562 | 12/31/2023 |
Kesler Norman & Wride LLC | 14,751 | $1,506 | 03/31/2024 |
FIW | 14,751 | $1,506 | 03/31/2024 |
CIBC World Markets Inc. | 15,715 | $1,490 | 12/31/2023 |
FIW | 15,715 | $1,490 | 12/31/2023 |
D.A. Davidson & CO. | 15,650 | $1,484 | 12/31/2023 |
FIW | 15,650 | $1,484 | 12/31/2023 |
Sigma Planning Corp | 14,599 | $1,384 | 12/31/2023 |
FIW | 14,599 | $1,384 | 12/31/2023 |
Cozad Asset Management Inc. | 13,998 | $1,327 | 12/31/2023 |
FIW | 13,998 | $1,327 | 12/31/2023 |
TAP Consulting LLC | 13,996 | $1,327 | 12/31/2023 |
FIW | 13,996 | $1,327 | 12/31/2023 |
WMG Financial Advisors LLC | 13,842 | $1,312 | 12/31/2023 |
FIW | 13,842 | $1,312 | 12/31/2023 |
Baird Financial Group Inc. | 13,810 | $1,309 | 12/31/2023 |
FIW | 13,810 | $1,309 | 12/31/2023 |
Nilsine Partners LLC | 13,540 | $1,284 | 12/31/2023 |
FIW | 13,540 | $1,284 | 12/31/2023 |
Cutter & CO Brokerage Inc. | 13,208 | $1,252 | 12/31/2023 |
FIW | 13,208 | $1,252 | 12/31/2023 |
Bridge Advisory LLC | 12,131 | $1,239 | 03/31/2024 |
FIW | 12,131 | $1,239 | 03/31/2024 |
Atria Wealth Solutions Inc. | 12,779 | $1,211 | 12/31/2023 |
FIW | 12,779 | $1,211 | 12/31/2023 |
Baker Tilly Financial LLC | 12,418 | $1,177 | 12/31/2023 |
FIW | 12,418 | $1,177 | 12/31/2023 |
Tocqueville Asset Management L.P. | 12,305 | $1,166 | 12/31/2023 |
FIW | 12,305 | $1,166 | 12/31/2023 |
Cetera Advisor Networks LLC | 12,203 | $1,157 | 12/31/2023 |
FIW | 12,203 | $1,157 | 12/31/2023 |
Signature Securities Group Corporation | 11,054 | $1,129 | 03/31/2024 |
FIW | 11,054 | $1,129 | 03/31/2024 |
Cetera Advisors LLC | 11,904 | $1,128 | 12/31/2023 |
FIW | 11,904 | $1,128 | 12/31/2023 |
Goldman Sachs Group Inc. | 11,797 | $1,118 | 12/31/2023 |
FIW | 11,797 | $1,118 | 12/31/2023 |
Wade G W & Inc. | 11,594 | $1,099 | 12/31/2023 |
FIW | 11,594 | $1,099 | 12/31/2023 |
Stratos Wealth Partners LTD. | 10,718 | $1,094 | 03/31/2024 |
FIW | 10,718 | $1,094 | 03/31/2024 |
Corrado Advisors LLC | 11,282 | $1,070 | 12/31/2023 |
FIW | 11,282 | $1,070 | 12/31/2023 |
Cedar Brook Financial Partners LLC | 10,433 | $1,065 | 03/31/2024 |
FIW | 10,433 | $1,065 | 03/31/2024 |
Virtue Capital Management LLC | 11,233 | $1,029 | 12/31/2023 |
FIW | 11,233 | $1,029 | 12/31/2023 |
Granger Management LLC | 10,691 | $1,013 | 12/31/2023 |
FIW | 10,691 | $1,013 | 12/31/2023 |
Eagle Strategies LLC | 10,627 | $1,007 | 12/31/2023 |
FIW | 10,627 | $1,007 | 12/31/2023 |
National Asset Management Inc. | 10,188 | $966 | 12/31/2023 |
FIW | 10,188 | $966 | 12/31/2023 |
U.S. Capital Wealth Advisors LLC | 10,070 | $955 | 12/31/2023 |
FIW | 10,070 | $955 | 12/31/2023 |
Oder Investment Management LLC | 9,869 | $936 | 12/31/2023 |
FIW | 9,869 | $936 | 12/31/2023 |
PFG Advisors | 9,738 | $923 | 12/31/2023 |
FIW | 9,738 | $923 | 12/31/2023 |
MTM Investment Management LLC | 9,580 | $908 | 12/31/2023 |
FIW | 9,580 | $908 | 12/31/2023 |
CWM LLC | 8,769 | $895 | 03/31/2024 |
FIW | 8,769 | $895 | 03/31/2024 |
Atomi Financial Group Inc. | 9,399 | $891 | 12/31/2023 |
FIW | 9,399 | $891 | 12/31/2023 |
Beck Bode LLC | 9,089 | $862 | 12/31/2023 |
FIW | 9,089 | $862 | 12/31/2023 |
Ausdal Financial Partners Inc. | 8,259 | $843 | 03/31/2024 |
FIW | 8,259 | $843 | 03/31/2024 |
International Assets Investment Management LLC | 7,417 | $751 | 03/31/2024 |
FIW | 7,417 | $751 | 03/31/2024 |
Flagship Harbor Advisors LLC | 7,216 | $737 | 03/31/2024 |
FIW | 7,216 | $737 | 03/31/2024 |
Nova R Wealth Inc. | 7,032 | $718 | 03/31/2024 |
FIW | 7,032 | $718 | 03/31/2024 |
AE Wealth Management LLC | 7,607 | $702 | 12/31/2023 |
FIW | 7,607 | $702 | 12/31/2023 |
Summit Financial LLC | 7,341 | $696 | 12/31/2023 |
FIW | 7,341 | $696 | 12/31/2023 |
CoreCap Advisors LLC | 7,339 | $696 | 12/31/2023 |
FIW | 7,339 | $696 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 7,255 | $687 | 12/31/2023 |
FIW | 7,255 | $687 | 12/31/2023 |
Harbour Investments Inc. | 7,096 | $673 | 12/31/2023 |
FIW | 7,096 | $673 | 12/31/2023 |
Western Wealth Management LLC | 7,102 | $673 | 12/31/2023 |
FIW | 7,102 | $673 | 12/31/2023 |
Prudential Financial Inc. | 7,061 | $669 | 12/31/2023 |
FIW | 7,061 | $669 | 12/31/2023 |
Cornerstone Wealth Management LLC | 6,534 | $667 | 03/31/2024 |
FIW | 6,534 | $667 | 03/31/2024 |
Advisory Services Network LLC | 7,018 | $665 | 12/31/2023 |
FIW | 7,018 | $665 | 12/31/2023 |
Apeiron RIA LLC | 6,344 | $648 | 03/31/2024 |
FIW | 6,344 | $648 | 03/31/2024 |
DAVENPORT & Co LLC | 6,604 | $626 | 12/31/2023 |
FIW | 6,604 | $626 | 12/31/2023 |
Measured Wealth Private Client Group LLC | 6,112 | $624 | 03/31/2024 |
FIW | 6,112 | $624 | 03/31/2024 |
Assetmark Inc. | 6,428 | $609 | 12/31/2023 |
FIW | 6,428 | $609 | 12/31/2023 |
Prospera Financial Services Inc | 6,404 | $607 | 12/31/2023 |
FIW | 6,404 | $607 | 12/31/2023 |
Arkadios Wealth Advisors | 5,961 | $565 | 12/31/2023 |
FIW | 5,961 | $565 | 12/31/2023 |
Citigroup Inc. | 5,922 | $561 | 12/31/2023 |
FIW | 5,922 | $561 | 12/31/2023 |
Wsfs Capital Management LLC | 5,897 | $559 | 12/31/2023 |
FIW | 5,897 | $559 | 12/31/2023 |
Relyea Zuckerberg Hanson LLC | 5,902 | $559 | 12/31/2023 |
FIW | 5,902 | $559 | 12/31/2023 |
Wealth Effects LLC | 5,776 | $548 | 12/31/2023 |
FIW | 5,776 | $548 | 12/31/2023 |
NBC Securities Inc. | 5,152 | $526 | 03/31/2024 |
FIW | 5,152 | $526 | 03/31/2024 |
First Heartland Consultants Inc. | 5,082 | $482 | 12/31/2023 |
FIW | 5,082 | $482 | 12/31/2023 |
NBT Bank N A NY | 5,036 | $477 | 12/31/2023 |
FIW | 5,036 | $477 | 12/31/2023 |
Creative Planning | 5,003 | $474 | 12/31/2023 |
FIW | 5,003 | $474 | 12/31/2023 |
PFG Investments LLC | 4,997 | $474 | 12/31/2023 |
FIW | 4,997 | $474 | 12/31/2023 |
Global Retirement Partners LLC | 5,136 | $472 | 12/31/2023 |
FIW | 5,136 | $472 | 12/31/2023 |
Outlook Wealth Advisors LLC | 4,840 | $459 | 12/31/2023 |
FIW | 4,840 | $459 | 12/31/2023 |
Trinity Legacy Partners LLC | 4,824 | $457 | 12/31/2023 |
FIW | 4,824 | $457 | 12/31/2023 |
Cedrus LLC | 4,434 | $453 | 03/31/2024 |
FIW | 4,434 | $453 | 03/31/2024 |
Equitable Holdings Inc. | 4,669 | $443 | 12/31/2023 |
FIW | 4,669 | $443 | 12/31/2023 |
Walkner Condon Financial Advisors LLC | 4,532 | $430 | 12/31/2023 |
FIW | 4,532 | $430 | 12/31/2023 |
Selective Wealth Management Inc. | 4,248 | $423 | 03/31/2024 |
FIW | 4,248 | $423 | 03/31/2024 |
Gateway Wealth Partners LLC | 4,448 | $422 | 12/31/2023 |
FIW | 4,448 | $422 | 12/31/2023 |
Wedbush Securities Inc. | 4,427 | $420 | 12/31/2023 |
FIW | 4,427 | $420 | 12/31/2023 |
Interactive Financial Advisors | 4,410 | $418 | 12/31/2023 |
FIW | 4,410 | $418 | 12/31/2023 |
Annis Gardner Whiting Capital Advisors LLC | 4,398 | $417 | 12/31/2023 |
FIW | 4,398 | $417 | 12/31/2023 |
Snowden Capital Advisors LLC | 4,375 | $415 | 12/31/2023 |
FIW | 4,375 | $415 | 12/31/2023 |
FMR LLC | 4,356 | $413 | 12/31/2023 |
FIW | 4,356 | $413 | 12/31/2023 |
Kingsview Wealth Management LLC | 4,250 | $403 | 12/31/2023 |
FIW | 4,250 | $403 | 12/31/2023 |
Paragon Private Wealth Management LLC | 4,251 | $403 | 12/31/2023 |
FIW | 4,251 | $403 | 12/31/2023 |
Garden State Investment Advisory Services LLC | 4,140 | $392 | 12/31/2023 |
FIW | 4,140 | $392 | 12/31/2023 |
TruWealth Advisors LLC | 3,795 | $387 | 03/31/2024 |
FIW | 3,795 | $387 | 03/31/2024 |
Orion Portfolio Solutions LLC | 4,119 | $381 | 12/31/2023 |
FIW | 4,119 | $381 | 12/31/2023 |
Tradition Wealth Management LLC | 3,993 | $379 | 12/31/2023 |
FIW | 3,993 | $379 | 12/31/2023 |
Meitav Dash Investments Ltd. | 3,800 | $360 | 12/31/2023 |
FIW | 3,800 | $360 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 3,790 | $359 | 12/31/2023 |
FIW | 3,790 | $359 | 12/31/2023 |
Arkansas Financial Group Inc. | 3,481 | $355 | 03/31/2024 |
FIW | 3,481 | $355 | 03/31/2024 |
KFG Wealth Management LLC | 3,480 | $355 | 03/31/2024 |
FIW | 3,480 | $355 | 03/31/2024 |
Two Sigma Investments LP | 3,700 | $351 | 12/31/2023 |
FIW | 3,700 | $351 | 12/31/2023 |
Brown Advisory Inc. | 3,666 | $348 | 12/31/2023 |
FIW | 3,666 | $348 | 12/31/2023 |
Financial Advocates Investment Management | 3,627 | $344 | 12/31/2023 |
FIW | 3,627 | $344 | 12/31/2023 |
Savvy Advisors Inc. | 3,611 | $342 | 12/31/2023 |
FIW | 3,611 | $342 | 12/31/2023 |
Aprio Wealth Management LLC | 3,340 | $341 | 03/31/2024 |
FIW | 3,340 | $341 | 03/31/2024 |
Jacobi Capital Management LLC | 3,600 | $341 | 12/31/2023 |
FIW | 3,600 | $341 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 3,096 | $316 | 03/31/2024 |
FIW | 3,096 | $316 | 03/31/2024 |
Gallagher Fiduciary Advisors LLC | 3,327 | $315 | 12/31/2023 |
FIW | 3,327 | $315 | 12/31/2023 |
Princeton Global Asset Management LLC | 3,291 | $312 | 12/31/2023 |
FIW | 3,291 | $312 | 12/31/2023 |
Fifth Third Securities Inc. | 3,018 | $308 | 03/31/2024 |
FIW | 3,018 | $308 | 03/31/2024 |
MinichMacGregor Wealth Management LLC | 2,928 | $297 | 03/31/2024 |
FIW | 2,928 | $297 | 03/31/2024 |
Focus Financial Network Inc. ADV | 3,050 | $289 | 12/31/2023 |
FIW | 3,050 | $289 | 12/31/2023 |
Principal Securities Inc. | 2,943 | $279 | 12/31/2023 |
FIW | 2,943 | $279 | 12/31/2023 |
Commonwealth Financial Services LLC | 2,892 | $274 | 12/31/2023 |
FIW | 2,892 | $274 | 12/31/2023 |
AFG Fiduciary Services Limited Partnership | 2,677 | $272 | 03/31/2024 |
FIW | 2,677 | $272 | 03/31/2024 |
Raymond James Trust N.A. | 2,829 | $268 | 12/31/2023 |
FIW | 2,829 | $268 | 12/31/2023 |
Pacific Sun Financial Corp | 2,797 | $265 | 12/31/2023 |
FIW | 2,797 | $265 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 2,757 | $261 | 12/31/2023 |
FIW | 2,757 | $261 | 12/31/2023 |
ARQ Wealth Advisors LLC | 2,707 | $257 | 12/31/2023 |
FIW | 2,707 | $257 | 12/31/2023 |
Captrust Financial Advisors | 2,675 | $254 | 12/31/2023 |
FIW | 2,675 | $254 | 12/31/2023 |
Dash Acquisitions Inc. | 2,606 | $252 | 03/31/2024 |
FIW | 2,606 | $252 | 03/31/2024 |
Mason & Associates Inc | 2,590 | $246 | 12/31/2023 |
FIW | 2,590 | $246 | 12/31/2023 |
Golden State Equity Partners | 2,545 | $241 | 12/31/2023 |
FIW | 2,545 | $241 | 12/31/2023 |
Trivant Custom Portfolio Group LLC | 2,315 | $236 | 03/31/2024 |
FIW | 2,315 | $236 | 03/31/2024 |
GPS Wealth Strategies Group LLC | 2,453 | $233 | 12/31/2023 |
FIW | 2,453 | $233 | 12/31/2023 |
Calton & Associates Inc. | 2,251 | $230 | 03/31/2024 |
FIW | 2,251 | $230 | 03/31/2024 |
Great Diamond Partners LLC | 2,428 | $230 | 12/31/2023 |
FIW | 2,428 | $230 | 12/31/2023 |
Accel Wealth Management | 2,200 | $225 | 03/31/2024 |
FIW | 2,200 | $225 | 03/31/2024 |
Main Street Financial Solutions LLC | 2,372 | $225 | 12/31/2023 |
FIW | 2,372 | $225 | 12/31/2023 |
Brandywine Oak Private Wealth LLC | 2,358 | $224 | 12/31/2023 |
FIW | 2,358 | $224 | 12/31/2023 |
Sonoma Private Wealth LLC | 2,356 | $223 | 12/31/2023 |
FIW | 2,356 | $223 | 12/31/2023 |
Tower Research Capital LLC TRC | 2,341 | $222 | 12/31/2023 |
FIW | 2,341 | $222 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 2,328 | $221 | 12/31/2023 |
FIW | 2,328 | $221 | 12/31/2023 |
Ignite Planners LLC | 2,167 | $220 | 03/31/2024 |
FIW | 2,167 | $220 | 03/31/2024 |
The PNC Financial Services Group Inc. | 2,318 | $220 | 12/31/2023 |
FIW | 2,318 | $220 | 12/31/2023 |
Smithfield Trust Co. | 2,274 | $216 | 12/31/2023 |
FIW | 2,274 | $216 | 12/31/2023 |
Lincoln National Corp | 2,233 | $212 | 12/31/2023 |
FIW | 2,233 | $212 | 12/31/2023 |
Claro Advisors LLC | 1,967 | $201 | 03/31/2024 |
FIW | 1,967 | $201 | 03/31/2024 |
Bremer Bank National Association | 1,964 | $201 | 03/31/2024 |
FIW | 1,964 | $201 | 03/31/2024 |
Private Trust Co. NA | 2,079 | $197 | 12/31/2023 |
FIW | 2,079 | $197 | 12/31/2023 |
Partnership Wealth Management LLC | 1,686 | $172 | 03/31/2024 |
FIW | 1,686 | $172 | 03/31/2024 |
Parallel Advisors LLC | 1,700 | $161 | 12/31/2023 |
FIW | 1,700 | $161 | 12/31/2023 |
Riggs Asset Managment Co. Inc. | 1,539 | $146 | 12/31/2023 |
FIW | 1,539 | $146 | 12/31/2023 |
TD Waterhouse Canada Inc. | 1,488 | $137 | 12/31/2023 |
FIW | 1,488 | $137 | 12/31/2023 |
Whittier Trust Co. | 1,253 | $119 | 12/31/2023 |
FIW | 1,253 | $119 | 12/31/2023 |
AdvisorNet Financial Inc | 1,142 | $117 | 03/31/2024 |
FIW | 1,142 | $117 | 03/31/2024 |
Financial Perspectives Inc | 1,134 | $116 | 03/31/2024 |
FIW | 1,134 | $116 | 03/31/2024 |
Proequities Inc. | 1,159 | $110 | 12/31/2023 |
FIW | 1,159 | $110 | 12/31/2023 |
BOKF NA | 915 | $87 | 12/31/2023 |
FIW | 915 | $87 | 12/31/2023 |
Halpern Financial Inc. | 810 | $82 | 03/31/2024 |
FIW | 810 | $82 | 03/31/2024 |
Clearstead Advisors LLC | 823 | $78 | 12/31/2023 |
FIW | 823 | $78 | 12/31/2023 |
Allworth Financial LP | 766 | $73 | 12/31/2023 |
FIW | 766 | $73 | 12/31/2023 |
Salem Investment Counselors Inc. | 650 | $66 | 03/31/2024 |
FIW | 650 | $66 | 03/31/2024 |
Whittier Trust Co. of Nevada Inc. | 687 | $65 | 12/31/2023 |
FIW | 687 | $65 | 12/31/2023 |
First Pacific Financial | 595 | $56 | 12/31/2023 |
FIW | 595 | $56 | 12/31/2023 |
Migdal Insurance & Financial Holdings Ltd. | 540 | $51 | 12/31/2023 |
FIW | 540 | $51 | 12/31/2023 |
Resurgent Financial Advisors LLC | 489 | $46 | 12/31/2023 |
FIW | 489 | $46 | 12/31/2023 |
Impact Partnership Wealth LLC | 476 | $45 | 12/31/2023 |
FIW | 476 | $45 | 12/31/2023 |
Evolution Advisers Inc. | 456 | $43 | 12/31/2023 |
FIW | 456 | $43 | 12/31/2023 |
Raleigh Capital Management Inc. | 397 | $38 | 12/31/2023 |
FIW | 397 | $38 | 12/31/2023 |
SOA Wealth Advisors LLC. | 356 | $36 | 03/31/2024 |
FIW | 356 | $36 | 03/31/2024 |
Provence Wealth Management Group | 340 | $32 | 12/31/2023 |
FIW | 340 | $32 | 12/31/2023 |
Tyler Stone Wealth Management | 330 | $31 | 12/31/2023 |
FIW | 330 | $31 | 12/31/2023 |
Bartlett & Co. LLC | 300 | $29 | 12/31/2023 |
FIW | 300 | $29 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 300 | $29 | 12/31/2023 |
FIW | 300 | $29 | 12/31/2023 |
Fifth Third Bancorp | 286 | $27 | 12/31/2023 |
FIW | 286 | $27 | 12/31/2023 |
ICA Group Wealth Management LLC | 284 | $27 | 12/31/2023 |
FIW | 284 | $27 | 12/31/2023 |
Dunhill Financial LLC | 265 | $25 | 12/31/2023 |
FIW | 265 | $25 | 12/31/2023 |
Scarborough Advisors LLC | 250 | $24 | 12/31/2023 |
FIW | 250 | $24 | 12/31/2023 |
Operose Advisors LLC | 250 | $24 | 12/31/2023 |
FIW | 250 | $24 | 12/31/2023 |
Geneos Wealth Management Inc. | 237 | $22 | 12/31/2023 |
FIW | 237 | $22 | 12/31/2023 |
Richard W. Paul & Associates LLC | 210 | $20 | 12/31/2023 |
FIW | 210 | $20 | 12/31/2023 |
Emfo LLC | 205 | $19 | 12/31/2023 |
FIW | 205 | $19 | 12/31/2023 |
Cape Investment Advisory Inc. | 203 | $19 | 12/31/2023 |
FIW | 203 | $19 | 12/31/2023 |
Cranbrook Wealth Management LLC | 180 | $18 | 03/31/2024 |
FIW | 180 | $18 | 03/31/2024 |
Spire Wealth Management | 189 | $17 | 12/31/2023 |
FIW | 189 | $17 | 12/31/2023 |
Larson Financial Group LLC | 169 | $16 | 12/31/2023 |
FIW | 169 | $16 | 12/31/2023 |
Trust Co. of Vermont | 150 | $14 | 12/31/2023 |
FIW | 150 | $14 | 12/31/2023 |
Davis Capital Management | 115 | $12 | 03/31/2024 |
FIW | 115 | $12 | 03/31/2024 |
Pacific Center for Financial Services | 123 | $12 | 12/31/2023 |
FIW | 123 | $12 | 12/31/2023 |
AlphaMark Advisors LLC | 100 | $10 | 03/31/2024 |
FIW | 100 | $10 | 03/31/2024 |
PFS Partners LLC | 95 | $10 | 03/31/2024 |
FIW | 95 | $10 | 03/31/2024 |
Montag A & Associates Inc. | 108 | $10 | 12/31/2023 |
FIW | 108 | $10 | 12/31/2023 |
IFP Advisors Inc | 108 | $10 | 12/31/2023 |
FIW | 108 | $10 | 12/31/2023 |
Oliver Lagore Vanvalin Investment Group | 81 | $8 | 12/31/2023 |
FIW | 81 | $8 | 12/31/2023 |
Blair William & Co. IL | 76 | $7 | 12/31/2023 |
FIW | 76 | $7 | 12/31/2023 |
Key Financial Inc | 70 | $7 | 12/31/2023 |
FIW | 70 | $7 | 12/31/2023 |
Archer Investment Corp | 79 | $7 | 12/31/2023 |
FIW | 79 | $7 | 12/31/2023 |
Farmers & Merchants Investments Inc. | 55 | $6 | 03/31/2024 |
FIW | 55 | $6 | 03/31/2024 |
AllSquare Wealth Management LLC | 50 | $5 | 12/31/2023 |
FIW | 50 | $5 | 12/31/2023 |
First Personal Financial Services | 40 | $4 | 12/31/2023 |
FIW | 40 | $4 | 12/31/2023 |
Glass Jacobson Investment Advisors llc | 21 | $2 | 12/31/2023 |
FIW | 21 | $2 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 12 | $1 | 12/31/2023 |
FIW | 12 | $1 | 12/31/2023 |
Simplex Trading LLC | 12 | $1 | 12/31/2023 |
FIW | 12 | $1 | 12/31/2023 |
Coppell Advisory Solutions LLC | 15 | $1 | 12/31/2023 |
FIW | 15 | $1 | 12/31/2023 |
Creekmur Asset Management LLC | 10 | $1 | 12/31/2023 |
FIW | 10 | $1 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 4 | $0 | 12/31/2023 |
FIW | 4 | $0 | 12/31/2023 |
Lindbrook Capital LLC | 1 | $0 | 12/31/2023 |
FIW | 1 | $0 | 12/31/2023 |
IAG Wealth Partners LLC | 0 | $0 | 12/31/2023 |
FIW | 0 | $0 | 12/31/2023 |
Caitlin John LLC | 2 | $0 | 12/31/2023 |
FIW | 2 | $0 | 12/31/2023 |
See Summary: Institutional Holders of FIW
See Details: Top 10 Hedge Funds Holding FIW
Also See: FIW Holdings Changes
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