NEOS RUSSELL
Institutional coverage
80 13F filers hold $IWMI.
13F holders
80
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
1 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 80 · Source: 13F-HR01
Taconic Capital Advisors LP
0.01% of portfolio
563,915 sh
02
FineMark National Bank & Trust
0.12% of portfolio
328,412 sh
03
Exor N.V.
—
321,066 sh
04
Emerald Advisors, LLC
3.75% of portfolio
263,123 sh
05
Sivia Capital Partners, LLC
2.84% of portfolio
124,458 sh
06
CJM Wealth Advisers, Ltd.
0.05% of portfolio
102,039 sh
07
Noble Family Wealth, LLC
0.74% of portfolio
93,070 sh
08
Midwestern Financial, LLC
0.01% of portfolio
84,092 sh
09
Barrow Hanley Mewhinney & Strauss LLC
—
63,438 sh
10
Rolek Wealth Management LLC
1.87% of portfolio
58,477 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $IWMI in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $IWMI in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:26 UTC.