25 tracked 13F filers disclose a position in IAE as of the latest SEC 13F filings, a combined $21.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $4.1M | 555K | ▲+329% Added · +426K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $3.5M | 471K | ▼−2.4% Reduced · −12K sh | Q1 2026 | |
| 3 | Bulldog Investors, LLP | $4.0M | 437K | ▼−1.1% Reduced · −5K sh | Q2 2026 | |
| 4 | Shaker Financial Services, LLC | $2.9M | 308K | ▲+23% Added · +58K sh | Q2 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $933K | 127K | ▼−16% Reduced · −24K sh | Q1 2026 | |
| 6 | Advisors Asset Management, Inc. | $992K | 122K | ▲New +122K sh | Q3 2026 | |
| 7 | NWF Advisory Services Inc. | $1.0M | 111K | ▼−2.8% Reduced · −3K sh | Q2 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $733K | 99K | ▼−7.3% Reduced · −8K sh | Q1 2026 | |
| 9 | Compound Planning, Inc. | $708K | 76K | ▲New +76K sh | Q2 2026 | |
| 10 | LPL Financial LLC | $358K | 49K | ▲+2.1% Added · +1K sh | Q1 2026 | |
| 11 | Clear Street Group Inc. | $388K | 42K | ▲New +42K sh | Q2 2026 | |
| 12 | Quarry LP | $317K | 34K | ▲New +34K sh | Q2 2026 | |
| 13 | FIFTH THIRD BANCORP | $219K | 30K | ▲New +30K sh | Q1 2026 | |
| 14 | UHLMANN PRICE SECURITIES, LLC | $259K | 28K | ▲+2.3% Added · +631 sh | Q2 2026 | |
| 15 | DECISION INVESTMENTS, INC | $216K | 23K | ▼−1.7% Reduced · −400 sh | Q2 2026 | |
| 16 | Cetera Investment Advisers | $139K | 19K | ▲+36% Added · +5K sh | Q1 2026 | |
| 17 | Closed-End Fund Advisors, Inc. | $153K | 17K | ▼−1.4% Reduced · −242 sh | Q2 2026 | |
| 18 | UBS Group AG | $85K | 11K | ▼−24% Reduced · −4K sh | Q1 2026 | |
| 19 | Advisory Services Network, LLC | $29K | 4K | ▲New +4K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $8K | 1K | ▲New +1K sh | Q1 2026 | |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5K | 661 | ▲New +661 sh | Q1 2026 | |
| 22 | Steward Partners Investment Advisory, LLC | $6K | 612 | —Held | Q2 2026 | |
| 23 | EASTERN BANK | $4K | 400 | —Held | Q2 2026 | |
| 24 | HIGHLINE WEALTH PARTNERS LLC | $3K | 335 | ▼−54% Reduced · −401 sh | Q2 2026 | |
| 25 | Cape Investment Advisory, Inc. | $3K | 320 | ▲New +320 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in IAE and 2 added to an existing one, while 4 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 8 funds | $182.2M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 8 funds | $166.0M |
| ELI LILLY & COLLY | 8 funds | $69.9M |
| CISCO SYSTEMS INCCSCO | 8 funds | $45.1M |
| AMGEN INCAMGN | 8 funds | $17.1M |
| NUVEEN S&P 500 DYNAM OVERWRXSSPX | 8 funds | $11.1M |
| APPLE INCAAPL | 7 funds | $424.6M |
| NVIDIA CORPNVDA | 7 funds | $335.6M |
| AMAZON.COM INCAMZN | 7 funds | $192.2M |
| INVESCO QQQ TRUST SERIES 1QQQ | 7 funds | $134.4M |
| MICRON TECHNOLOGY INCMU | 7 funds | $122.5M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 7 funds | $110.3M |
Ranked by how many of IAE's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for IAE
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IAE/capital-change-brief"
Use Arkolith's capital_change_brief for IAE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IAE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.