Who owns IWMY?
Defiance R2000 Target 30 Weekly Distribution ETF · Defiance
12 institutions reported holding IWMY, worth $1.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IWMY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| McGuire Capital Advisors Inc. | Bethany, OK | $596K | 30,000 | No change |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $436K | 21,978 | +11,121 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $369K | 18,579 | +4,407 shares |
| ZEGA Investments, LLC | Palm Beach Gardens, FL | $248K | 12,506 | −671 shares |
| Wilmington Savings Fund Society, FSB | Wilmington, DE | $63K | 3,172 | No change |
| UBS Group AG | Zurich, Switzerland | $58K | 2,918 | −2,763 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $19K | 970 | +70 shares |
| Simplex Trading, LLC | Chicago, IL | $12K | 628 | New position |
| Geneos Wealth Management Inc. | Englewood, CO | $7K | 370 | No change |
| Tucker Asset Management LLC | Littleton, CO | $5K | 277 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IWMY?
12 institutional managers reported holding IWMY in Form 13F filings for June 30, 2026, worth $1.8M in total. The largest reported position was held by McGuire Capital Advisors Inc., at $596K.
Did institutions buy or sell IWMY last quarter?
Reported 13F value fell 38.4% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IWMY ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.