172 tracked 13F filers disclose a position in IAI as of the latest SEC 13F filings, a combined $849.0M 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 | Fisher Asset Management, LLC | $100.9M | 614K | ▼−3.3% Reduced · −21K sh | Q1 2026 | |
| 2 | MEITAV INVESTMENT HOUSE LTD | $77.1M | 440K | ▲New +440K sh | Q2 2026 | |
| 3 | MORGAN STANLEY | $66.7M | 406K | ▼−0.1% Reduced · −478 sh | Q1 2026 | |
| 4 | TWO SIGMA INVESTMENTS, LP | $48.0M | 292K | ▲+134% Added · +167K sh | Q1 2026 | |
| 5 | MML INVESTORS SERVICES, LLC | $48.1M | 274K | ▲+35% Added · +72K sh | Q2 2026 | |
| 6 | Phoenix Financial Ltd. | $47.9M | 273K | ▲New +273K sh | Q2 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $37.8M | 230K | ▼−16% Reduced · −45K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $33.1M | 202K | ▲+53% Added · +70K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $27.4M | 167K | ▼−5.8% Reduced · −10K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $23.1M | 141K | ▼−69% Reduced · −306K sh | Q1 2026 | |
| 11 | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $22.8M | 130K | ▲New +130K sh | Q2 2026 | |
| 12 | AlphaCore Capital LLC | $19.4M | 111K | ▼−6.3% Reduced · −7K sh | Q2 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $17.4M | 106K | ▼−7.1% Reduced · −8K sh | Q1 2026 | |
| 14 | Equitable Holdings, Inc. | $16.4M | 93K | ▲+13% Added · +11K sh | Q2 2026 | |
| 15 | ROYAL BANK OF CANADA | $14.9M | 91K | ▼−0.7% Reduced · −630 sh | Q1 2026 | |
| 16 | UBS Group AG | $14.0M | 85K | ▼−3.4% Reduced · −3K sh | Q1 2026 | |
| 17 | MinichMacGregor Wealth Management, LLC | $13.3M | 76K | ▲+8.6% Added · +6K sh | Q2 2026 | |
| 18 | Prospera Financial Services Inc | $12.3M | 70K | ▲+0.5% Added · +380 sh | Q2 2026 | |
| 19 | Advisory Services Network, LLC | $10.6M | 65K | ▼−16% Reduced · −12K sh | Q1 2026 | |
| 20 | WESPAC Advisors SoCal, LLC | $10.2M | 58K | ▼−2.6% Reduced · −2K sh | Q2 2026 | |
| 21 | Well Done, LLC | $9.3M | 53K | ▲+6.3% Added · +3K sh | Q2 2026 | |
| 22 | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | $8.6M | 49K | ▲New +49K sh | Q2 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $7.9M | 48K | ▼−19% Reduced · −11K sh | Q1 2026 | |
| 24 | Prostatis Group LLC | $7.7M | 44K | ▲+33% Added · +11K sh | Q2 2026 | |
| 25 | HighTower Advisors, LLC | $7.1M | 43K | ▼−29% Reduced · −18K sh | Q1 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, 10 funds opened a new position in IAI and 20 added to an existing one, while 16 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 |
|---|---|---|
| NVIDIA CORPNVDA | 86 funds | $70.6B |
| MICROSOFT CORPMSFT | 85 funds | $45.7B |
| APPLE INCAAPL | 84 funds | $58.5B |
| AMAZON.COM INCAMZN | 84 funds | $33.6B |
| META PLATFORMS INC-CLASS AMETA | 82 funds | $17.6B |
| ALPHABET INC-CL AGOOGL | 81 funds | $34.0B |
| BROADCOM INCAVGO | 80 funds | $25.0B |
| JPMORGAN CHASE & COJPM | 80 funds | $16.7B |
| TESLA INCTSLA | 80 funds | $13.1B |
| ELI LILLY & COLLY | 79 funds | $15.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 79 funds | $5.9B |
| WALMART INCWMT | 78 funds | $10.5B |
Ranked by how many of IAI's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for IAI
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/IAI/capital-change-brief"
Use Arkolith's capital_change_brief for IAI. 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 IAI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.