HoldingsChannel.com
Institutional Holders of FIW

There is a long list of 251 institutional holders of FIW within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of FIW by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-FIW table below, the initial column indicates the name of each top institutional holder of FIW, with a link to that fund's top holdings. The next columns indicate the amount of FIW stock held by each of the institutional holders of FIW, followed by the FIW position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley1,106,736$104,917 12/31/2023
     FIW1,106,736$104,917 12/31/2023
LPL Financial LLC594,202$56,329 12/31/2023
     FIW594,202$56,329 12/31/2023
Wells Fargo & Company MN466,293$44,204 12/31/2023
     FIW466,293$44,204 12/31/2023
Bank of America Corp DE359,111$34,043 12/31/2023
     FIW359,111$34,043 12/31/2023
UBS Group AG308,281$29,224 12/31/2023
     FIW308,281$29,224 12/31/2023
Global Assets Advisory LLC263,380$26,891 03/31/2024
     FIW263,380$26,891 03/31/2024
Commonwealth Equity Services LLC271,688$25,756 12/31/2023
     FIW271,688$25,756 12/31/2023
Royal Bank of Canada177,959$16,870 12/31/2023
     FIW177,959$16,870 12/31/2023
1832 Asset Management L.P.175,599$16,646 12/31/2023
     FIW175,599$16,646 12/31/2023
Envestnet Asset Management Inc.172,116$16,316 12/31/2023
     FIW172,116$16,316 12/31/2023
Stifel Financial Corp170,239$16,139 12/31/2023
     FIW170,239$16,139 12/31/2023
Advisor Group Holdings Inc.162,062$15,366 12/31/2023
     FIW162,062$15,366 12/31/2023
Polianta Ltd143,900$14,692 03/31/2024
     FIW143,900$14,692 03/31/2024
SRS Capital Advisors Inc.129,056$12,234 12/31/2023
     FIW129,056$12,234 12/31/2023
Raymond James Financial Services Advisors Inc.107,862$11,013 03/31/2024
     FIW107,862$11,013 03/31/2024
Ameriprise Financial Inc.111,499$10,566 12/31/2023
     FIW111,499$10,566 12/31/2023
Bank Hapoalim BM102,113$10,461 12/31/2023
     FIW102,113$10,461 12/31/2023
National Bank of Canada FI106,359$10,005 12/31/2023
     FIW106,359$10,005 12/31/2023
Clearwater Capital Advisors LLC104,001$9,859 12/31/2023
     FIW104,001$9,859 12/31/2023
Truist Financial Corp98,741$9,360 12/31/2023
     FIW98,741$9,360 12/31/2023
Raymond James & Associates90,451$9,235 03/31/2024
     FIW90,451$9,235 03/31/2024
Cambridge Investment Research Advisors Inc.83,271$8,502 03/31/2024
     FIW83,271$8,502 03/31/2024
US Bancorp DE81,626$7,738 12/31/2023
     FIW81,626$7,738 12/31/2023
Cetera Investment Advisers80,538$7,635 12/31/2023
     FIW80,538$7,635 12/31/2023
Private Advisor Group LLC65,867$6,243 12/31/2023
     FIW65,867$6,243 12/31/2023
Kestra Advisory Services LLC65,622$6,221 12/31/2023
     FIW65,622$6,221 12/31/2023
Money Design Co. Ltd.56,811$5,800 03/31/2024
     FIW56,811$5,800 03/31/2024
JPMorgan Chase & Co.51,410$4,874 12/31/2023
     FIW51,410$4,874 12/31/2023
White Pine Investment CO47,559$4,856 03/31/2024
     FIW47,559$4,856 03/31/2024
Oppenheimer & Co. Inc.45,482$4,312 12/31/2023
     FIW45,482$4,312 12/31/2023
Mainsail Financial Group LLC42,142$4,303 03/31/2024
     FIW42,142$4,303 03/31/2024
Gladstone Institutional Advisory LLC44,845$4,251 12/31/2023
     FIW44,845$4,251 12/31/2023
Mariner LLC44,049$4,176 12/31/2023
     FIW44,049$4,176 12/31/2023
Personal Resources Investment & Strategic Management Inc.40,039$4,088 03/31/2024
     FIW40,039$4,088 03/31/2024
MML Investors Services LLC41,517$3,936 12/31/2023
     FIW41,517$3,936 12/31/2023
Avantax Advisory Services Inc.41,380$3,923 12/31/2023
     FIW41,380$3,923 12/31/2023
Stegent Equity Advisors Inc.37,750$3,579 12/31/2023
     FIW37,750$3,579 12/31/2023
Benjamin F. Edwards & Company Inc.37,295$3,536 12/31/2023
     FIW37,295$3,536 12/31/2023
Steward Partners Investment Advisory LLC37,181$3,525 12/31/2023
     FIW37,181$3,525 12/31/2023
Citadel Advisors LLC36,850$3,493 12/31/2023
     FIW36,850$3,493 12/31/2023
Susquehanna International Group LLP $3,387 12/31/2023
     FIW31,733$3,008 12/31/2023
     Call4,000$379 12/31/2023
Raab & Moskowitz Asset Management LLC33,256$3,153 12/31/2023
     FIW33,256$3,153 12/31/2023
LexAurum Advisors LLC30,509$3,115 03/31/2024
     FIW30,509$3,115 03/31/2024
Chicago Partners Investment Group LLC30,796$3,082 03/31/2024
     FIW30,796$3,082 03/31/2024
Bank of Montreal Can32,184$3,074 12/31/2023
     FIW32,184$3,074 12/31/2023
Integrated Wealth Concepts LLC31,822$3,017 12/31/2023
     FIW31,822$3,017 12/31/2023
Florin Court Capital LLP30,300$2,872 12/31/2023
     FIW30,300$2,872 12/31/2023
Wealthcare Advisory Partners LLC27,183$2,775 03/31/2024
     FIW27,183$2,775 03/31/2024
Modera Wealth Management LLC27,018$2,561 12/31/2023
     FIW27,018$2,561 12/31/2023
HighTower Advisors LLC26,891$2,543 12/31/2023
     FIW26,891$2,543 12/31/2023

See All: Funds Holding FIW
See Details: Top 10 Hedge Funds Holding FIW
Also See: FIW Holdings Changes

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