Institutional shares held 127 Million
167K calls
267K puts
Total value of holdings $17.4B
$22.8M calls
$36.6M puts
# of Institutions 1,330


Latest Institutional Activity in IWP

Top Purchases

Q4 2025
Congress Asset Management CO Shares Held: 459K ($62.8M)
Q4 2025
Kelsey Financial, LLC Shares Held: 28.8K ($3.94M)
Q4 2025
Park Avenue Securities LLC Shares Held: 70.6K ($9.66M)
Q4 2025
Allspring Global Investments Holdings, LLC Shares Held: 31.9K ($4.36M)
Q4 2025
Gen Wealth Group, Inc. Shares Held: 203K ($27.8M)

Top Sells

Q4 2025
Assetmark, Inc Shares Held: 8.22K ($1.12M)
Q4 2025
Focus Financial Network, Inc. Shares Held: 3.7K ($506K)
Q4 2025
Signature Securities Group Corporation Shares Held: 2.62K ($358K)
Q4 2025
Freestone Capital Holdings, LLC Shares Held: 46.3K ($6.34M)
Q4 2025
Brookstone Capital Management Shares Held: 14.9K ($2.04M)

About IWP

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