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Disclosery

13F-HR filed by Institute for Wealth Management, LLC.

Institute for Wealth Management, LLC. filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-14, with 542 holding rows worth $938,450,329.

Accession
0001754960-26-000382
Filer
CIK 1533954
Filed
2026-05-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 542 entries on the cover page, a total value of $938,450,329 stated on the cover page (in dollars after the unit check, H1), rows summing to $938,450,329 with VALUE read as dollars as filed, 13F file number 028-14899. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
GOOSEHEAD INS INC38267D109COM CL A5,251$224,008dollars as filed
TIDAL TRUST III45259A241FUND GR LARG ETF11,730$223,457dollars as filed
JOHN HANCOCK TAX-ADVANTAGED DI41013V100COM8,954$221,791dollars as filed
GLOBAL-E ONLINE LTD NPVM5216V106SHS7,180$221,503dollars as filed
iShares Expanded Tech-Software Sector ETF464287515SHS2,751$220,255dollars as filed
RESMED INC COM761152107Stock981$220,186dollars as filed
SELECT SECTOR SPDR TR81369Y308STATE STREET CON2,685$220,117dollars as filed
ROSS STORES INC COM778296103Stock1,013$219,552dollars as filed
WILLIS TOWERS WATSON PLC LTD SHSG96629103Stock755$219,535dollars as filed
GRAPHIC PACKAGING HLDG CO COM388689101Stock22,028$218,959dollars as filed
FIRST TR EXCHANGE-TRADED FD33739Q705FT VEST S&P 5004,473$217,880dollars as filed
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF1,679$215,114dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK6,685$214,003dollars as filed
CALAMOS GBL DYN INCOME FUND12811L107COM29,300$212,718dollars as filed
VANECK ETF TRUST92189F486IG FLOA RATE ETF8,300$211,484dollars as filed
WISDOMTREE TR97717W208US HIGH DIVIDEND1,936$211,450dollars as filed
WASTE CONNECTIONS INC COM94106B101Stock1,286$208,898dollars as filed
SHELL PLC SPON ADS780259305ADR2,243$208,625dollars as filed
RALPH LAUREN CORP751212101CL A606$208,548dollars as filed
SKYWORKS SOLUTIONS INC COM83088M102Stock3,880$207,783dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock820$205,476dollars as filed
CALIFORNIA RES CORP13057Q305COM STOCK2,965$205,226dollars as filed
GUIDEWIRE SOFTWARE INC COM40171V100Stock1,371$205,047dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock2,220$204,929dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock595$204,321dollars as filed
EXLSERVICE HLDGS INC COM302081104Stock6,673$203,193dollars as filed
PIMCO CORPORATE & INCOME OPP72201B101COM16,736$201,832dollars as filed
PARAMOUNT SKYDANCE CORP69932a204COM CL B22,280$200,969dollars as filed
Boston Scientific Corporation101137107COM3,202$200,926dollars as filed
Vanguard Small-Cap ETF922908751SHS766$200,681dollars as filed
DOLLAR TREE INC COM256746108Stock1,828$200,228dollars as filed
ISHARES INC46434G863COM4,399$200,023dollars as filed
TCW CONV SECS FD INC872340104COM40,028$179,727dollars as filed
ABRDN WORLD HEALTHCARE FUND87911L108BEN INT SHS14,333$167,267dollars as filed
NUVEEN QUALITY MUNCP INCOME67066V101COM13,804$158,746dollars as filed
INVESCO TR INVT GRADE MUNS46131M106COM15,100$149,037dollars as filed
INVESCO MUNICIPAL TRUST46131J103COM15,400$146,608dollars as filed
GABELLI MULTIMEDIA TR INC36239Q109COM13,149$51,676dollars as filed
BEYOND MEAT INC08862E109COM50,000$35,080dollars as filed
READY CAPITAL CORP75574U101COM16,762$27,155dollars as filed
CROWN CRAFTS INC228309100COM10,000$25,750dollars as filed
AMTD DIGITAL INC00180N101SPONSORED ADS12,500$19,500dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001754960-26-000382this filing2026-05-14acceptance time not in the bulk data set