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.
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 |
SRS Capital Advisors Inc. | 129,056 | $12,234 | 12/31/2023 |
FIW | 129,056 | $12,234 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 107,862 | $11,013 | 03/31/2024 |
FIW | 107,862 | $11,013 | 03/31/2024 |
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 | 90,451 | $9,235 | 03/31/2024 |
FIW | 90,451 | $9,235 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 83,271 | $8,502 | 03/31/2024 |
FIW | 83,271 | $8,502 | 03/31/2024 |
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 |
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 |
Money Design Co. Ltd. | 56,811 | $5,800 | 03/31/2024 |
FIW | 56,811 | $5,800 | 03/31/2024 |
JPMorgan Chase & Co. | 51,410 | $4,874 | 12/31/2023 |
FIW | 51,410 | $4,874 | 12/31/2023 |
White Pine Investment CO | 47,559 | $4,856 | 03/31/2024 |
FIW | 47,559 | $4,856 | 03/31/2024 |
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 |
Chicago Partners Investment Group LLC | 30,796 | $3,082 | 03/31/2024 |
FIW | 30,796 | $3,082 | 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 |
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 |
See All: Funds Holding FIW
See Details: Top 10 Hedge Funds Holding FIW
Also See: FIW Holdings Changes
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