Stock Taper

INSTITUTE FOR WEALTH MANAGEMENT, LLC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Capitol Federal Financial, Inc.CFFN242$2.06K
Northern Trust CorporationNTRS242$42.07K
Franklin Resources, Inc.BEN241$8.02K
D-Wave Quantum Inc.QBTS240$5.76K
Tidewater Inc.TDW236$15.75K
Global Payments Inc.GPN234$16.98K
Cass Information Systems, Inc.CASS230$11.8K
Zimmer Biomet Holdings, Inc.ZBH230$19.84K
Zoom Communications, Inc.ZM227$19.6K
TC Energy CorporationTRP226$14.98K
Herbalife Nutrition Ltd.HLF226$2.97K
Blue Owl Capital Inc.OWL225$1.97K
National Fuel Gas CompanyNFG224$17.3K
Napco Security Technologies, Inc.NSSC224$8.51K
Teledyne Technologies IncorporatedTDY222$148.05K
LB LIBERTY BROADBAND CORPLBRDK222$7.37K
Sylvamo CorpSLVM220$8.32K
Revolution Medicines, Inc.RVMD219$41.03K
Agilysys, Inc.AGYS217$22.68K
Ryanair Holdings plcRYAAY217$14.05K