Stock Taper

INSTITUTE FOR WEALTH MANAGEMENT, LLC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Mistras Group, Inc.MG53$927
Crane CompanyCR52$11.6K
NuScale Power CorporationSMR51$512
Brookfield Renewable Partners L.P.BEP50$1.74K
Fortrea Holdings Inc.FTRE50$873
Copa Holdings, S.A.CPA50$7.78K
VeriSign, Inc.VRSN50$12.58K
CubeSmartCUBE49$1.96K
STMicroelectronics N.V.STM48$3.6K
Planet Labs PBCPL48$1.57K
Bridgewater Bancshares, Inc.BWB48$1.02K
Neogen CorporationNEOG47$423
argenx SEARGX47$43.61K
Definium Therapeutics, Inc.DFTX46$2.16K
Trimble Inc.TRMB45$2.3K
DexCom, Inc.DXCM45$3.03K
Roper Technologies, Inc.ROP44$14.89K
Rigetti Computing, Inc.RGTI43$840
CoreCivic, Inc.CXW43$1.31K
Ferrari N.V.RACE40$14.89K