% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for IWLG in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 7K | 25K | 54K | 6.0M | 8.4M | 9.2M | $441M |
| Cullen/Frost Bankers, Inc. | — | — | — | — | 1.9M | 2.2M | $103M |
| New York Life Investment Management LLC | 1.8M | 2.3M | 2.2M | 2.3M | 2.5M | 2.1M | $100M |
| Kesler, Norman & Wride, LLC | 96K | 102K | 99K | 96K | 103K | 104K | $5M |
| Rockefeller Capital Management L.P. | — | — | — | — | 22K | 36K | $2M |
| CITADEL ADVISORS LLC | — | — | — | — | 9K | 34K | $2M |
| HighTower Advisors, LLC | — | — | — | 31K | 30K | 31K | $1M |
| GOLDMAN SACHS GROUP INC | 10K | 8K | 8K | 14K | 15K | 24K | $1M |
| KINGSWOOD WEALTH ADVISORS, LLC | — | — | — | — | 21K | 24K | $1M |
| LPL Financial LLC | — | — | — | 13K | 20K | 23K | $1M |
| RAYMOND JAMES FINANCIAL INC | — | — | — | — | 140K | 12K | $570,540 |
| Empirical Asset Management, LLC | — | — | — | — | 11K | 11K | $527,557 |
| Thrivent Financial for Lutherans | — | — | — | 12K | 11K | 11K | $507,000 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | — | — | 22K | 10K | $490,323 |
| JANE STREET GROUP, LLC | — | — | — | — | — | 10K | $457,683 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 25 | 13,836,676 | — | $660M |
| 2025-Q4 | 23 | 13,150,657 | — | $713M |
| 2025-Q3 | 10 |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +880,677 | $42M | ADD |
| Cullen/Frost Bankers, Inc. | +272,223 | $13M | ADD |
| CITADEL ADVISORS LLC | +24,393 | $1M | ADD |
| Rockefeller Capital Management L.P. | +13,439 | $641,309 | ADD |
| JANE STREET GROUP, LLC | +9,591 | $457,683 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| New York Life Investment Management LLC | −392,677 | $19M | TRIM |
| RAYMOND JAMES FINANCIAL INC | −127,770 | $6M | TRIM |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | −11,479 | $547,778 | TRIM |
| Realta Investment Advisors | −4,305 | $205,435 | CLOSE |
| JPMORGAN CHASE & CO | −821 | $39,178 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| 8,448,626 |
| — |
| $454M |
| 2025-Q2 | 7 | 2,372,657 | — | $123M |
| 2025-Q1 | 6 | 2,459,676 | — | $106M |
| 2024-Q4 | 6 | 1,984,068 | — | $94M |
| 2024-Q3 | 4 | 1,416,488 | — | $64M |
| 2024-Q2 | 4 | 926,911 | — | $41M |
| 2024-Q1 | 3 | 691,035 | — | $29M |
| 2023-Q4 | 1 | 637,774 | — | $23M |
| 2023-Q3 | 1 | 637,329 | — | $20M |
| 2023-Q2 | 1 | 637,329 | — | $20M |
| 2023-Q1 | 1 | 637,329 | — | $18M |
| 2022-Q4 | 1 | 499,559 | — | $13M |
| 2022-Q3 | 2 | 500,902 | — | $12M |
| 2022-Q2 | 2 | 291,801 | — | $3M |
