Among active 13F managers last quarter, 4 added and 3 reduced; the largest holder to move was Allspring Global Investments Holdings, LLC (+0.6%).
29 tracked 13F filers disclose a position in IAF as of the latest SEC 13F filings, a combined $39.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments Holdings, LLC | 1.5M | $18.3M | ▲+0.6% Added · +9K sh | Q2 2026 | |
| 2 | Karpus Management, Inc. | 823K | $10.2M | ▲+16% Added · +112K sh | Q2 2026 | |
| 3 | 1607 Capital Partners, LLC | 338K | $4.2M | ▼−27% Reduced · −122K sh | Q2 2026 | |
| 4 | Cetera Investment Advisers | 308K | $3.7M | ▲+17% Added · +45K sh | Q1 2026 | |
| 5 | Morgan Stanley | 48K | $579K | ▼−4.1% Reduced · −2K sh | Q1 2026 | |
| 6 | Osaic Holdings, Inc. | 38K | $466K | ▼−4.1% Reduced · −2K sh | Q1 2026 | |
| 7 | NWF Advisory Services Inc. | 27K | $335K | ▼−26% Reduced · −9K sh | Q2 2026 | |
| 8 | Dakota Wealth Management | 23K | $285K | ▲+14% Added · +3K sh | Q2 2026 | |
| 9 | Susquehanna International Group, LLP | 22K | $265K | ▲+81% Added · +10K sh | Q1 2026 | |
| 10 | LPL Financial LLC | 19K | $229K | ▲+1.2% Added · +228 sh | Q1 2026 | |
| 11 | Bridgewealth Advisory Group, LLC | 12K | $145K | ▲+2.9% Added · +328 sh | Q2 2026 | |
| 12 | PNC Financial Services Group, Inc. | 11K | $137K | ▲+86% Added · +5K sh | Q1 2026 | |
| 13 | Advisory Advocates, LLC | 11K | $137K | ▼−4.2% Reduced · −491 sh | Q2 2026 | |
| 14 | Raymond James Financial Inc | 11K | $133K | ▲New +11K sh | Q1 2026 | |
| 15 | Wells Fargo & Company | 11K | $128K | ▲+2.7% Added · +282 sh | Q1 2026 | |
| 16 | Royal Bank Of Canada | 8K | $98K | ▲+3.6% Added · +279 sh | Q1 2026 | |
| 17 | Golden State Wealth Management, LLC | 3K | $31K | ▲+2.9% Added · +70 sh | Q2 2026 | |
| 18 | Brown, Lisle/cummings, Inc. | 2K | $22K | —Held | Q2 2026 | |
| 19 | NewEdge Advisors, LLC | 2K | $19K | ▼−39% Reduced · −958 sh | Q2 2026 | |
| 20 | Steward Partners Investment Advisory, LLC | 1K | $18K | ▲New +1K sh | Q2 2026 | |
| 21 | Rothschild Investment LLC | 1K | $15K | ▲+2.8% Added · +33 sh | Q2 2026 | |
| 22 | UBS Group AG | 1K | $13K | ▲+5.7% Added · +58 sh | Q1 2026 | |
| 23 | CWM, LLC | 654 | $8K | —Held | Q1 2026 | |
| 24 | Triumph Capital Management | 333 | $4K | —Held | Q2 2026 | |
| 25 | TD Waterhouse Canada Inc. | 115 | $1K | ▲New +115 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, 4 funds added to an existing position in IAF, while 3 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 8 funds | $1.1B |
| Vanguard S&P 500 ETFVOO | 8 funds | $680.4M |
| Eli Lilly & CoLLY | 8 funds | $405.5M |
| Home Depot IncHD | 8 funds | $156.5M |
| Ishares Core Msci EmergingIEMG | 8 funds | $101.1M |
| Amgen IncAMGN | 8 funds | $69.2M |
| Vanguard Growth ETFVUG | 8 funds | $40.5M |
| Royce Small-Cap Trust IncRVT | 8 funds | $15.6M |
| Nvidia CorpNVDA | 7 funds | $1.9B |
| Apple IncAAPL | 7 funds | $1.7B |
| Amazon.com IncAMZN | 7 funds | $1.2B |
| Broadcom IncAVGO | 7 funds | $1.2B |
Ranked by how many of IAF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IAF.
| Class | 13F holders | Value held |
|---|---|---|
| IAFthis pageMF Closed and MF Open | 29 funds | $39.5M |
| 003011103MUTUAL FUNDS EQ | 1 funds | $13 |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for IAF
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/IAF/capital-change-brief"
Use Arkolith's capital_change_brief for IAF. 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 IAF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.