Among active 13F managers last quarter, 9 opened and 12 added, while 19 reduced; the largest holder to move was Two Sigma Investments, LP (−34%).
133 tracked 13F filers disclose a position in IAK as of the latest SEC 13F filings, a combined $193.5M 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 | Morgan Stanley | 138K | $17.7M | ▼−35% Reduced · −75K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 102K | $13.1M | ▲+18% Added · +15K sh | Q1 2026 | |
| 3 | Wells Fargo & Company | 82K | $10.5M | ▼−43% Reduced · −62K sh | Q1 2026 | |
| 4 | Schorn Wealth LLC | 66K | $9.3M | ▲+6.7% Added · +4K sh | Q2 2026 | |
| 5 | Two Sigma Investments, LP | 59K | $7.6M | ▼−34% Reduced · −31K sh | Q1 2026 | |
| 6 | Legend Financial Advisors, Inc. | 58K | $8.2M | ▲+5.2% Added · +3K sh | Q2 2026 | |
| 7 | Susquehanna International Group, LLP | 58K | $7.5M | ▲+55% Added · +21K sh | Q1 2026 | |
| 8 | Royal Bank Of Canada | 46K | $5.9M | ▼−39% Reduced · −30K sh | Q1 2026 | |
| 9 | Cavalier Investments, LLC | 46K | $5.9M | ▲New +46K sh | Q1 2026 | |
| 10 | UBS Group AG | 43K | $5.6M | ▼−28% Reduced · −17K sh | Q1 2026 | |
| 11 | Citadel Advisors LLC | 37K | $5.2M | ▲+161% Added · +23K sh | Q2 2026 | |
| 12 | Lee Danner & Bass Inc | 34K | $4.8M | ▼−2.0% Reduced · −698 sh | Q2 2026 | |
| 13 | Stifel Financial Corp | 32K | $4.1M | ▼−31% Reduced · −14K sh | Q1 2026 | |
| 14 | Martin & Co Inc | 29K | $4.1M | ▼−0.5% Reduced · −134 sh | Q2 2026 | |
| 15 | Raymond James Financial Inc | 29K | $3.7M | ▼−58% Reduced · −39K sh | Q1 2026 | |
| 16 | RFG Advisory, LLC | 29K | $4.0M | ▼−18% Reduced · −6K sh | Q2 2026 | |
| 17 | Bank Of America Corp | 28K | $3.6M | ▼−34% Reduced · −14K sh | Q1 2026 | |
| 18 | Fortis Group Advisors, LLC | 25K | $3.5M | ▲Added Added · +25K sh | Q2 2026 | |
| 19 | Federation des caisses Desjardins du Quebec | 25K | $3.5M | ▼−11% Reduced · −3K sh | Q2 2026 | |
| 20 | Cetera Investment Advisers | 21K | $2.7M | ▲+100% Added · +10K sh | Q1 2026 | |
| 21 | Baird Financial Group, Inc. | 20K | $2.6M | ▲New +20K sh | Q1 2026 | |
| 22 | Goldman Sachs Group Inc | 19K | $2.5M | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 23 | SP Asset Management LLC | 19K | $2.7M | ▼−0.5% Reduced · −100 sh | Q2 2026 | |
| 24 | Advisory Services Network, LLC | 18K | $2.3M | ▼−44% Reduced · −14K sh | Q1 2026 | |
| 25 | Hills Bank & Trust Co | 17K | $2.4M | ▲+0.9% Added · +158 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, 9 funds opened a new position in IAK and 12 added to an existing one, while 19 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 |
|---|---|---|
| Apple IncAAPL | 67 funds | $16.6B |
| Microsoft CorpMSFT | 67 funds | $11.7B |
| Nvidia CorpNVDA | 66 funds | $18.0B |
| Amazon.com IncAMZN | 66 funds | $10.8B |
| JPMorgan Chase & CoJPM | 65 funds | $6.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 65 funds | $3.9B |
| Chevron CorpCVX | 65 funds | $2.2B |
| Alphabet Inc-CL AGOOGL | 64 funds | $9.4B |
| Meta Platforms Inc-Class AMETA | 64 funds | $5.6B |
| SS SPDR S&P 500 ETF Trust-USSPY | 64 funds | $4.8B |
| Eli Lilly & CoLLY | 64 funds | $4.0B |
| Walmart IncWMT | 63 funds | $2.7B |
Ranked by how many of IAK's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IAK.
| Class | 13F holders | Value held |
|---|---|---|
| MUBcs | 1518 funds | $35.5B |
| EFViShares MSCI EAFE Value ETF | 1157 funds | $23.7B |
| EFGcs | 981 funds | $12.3B |
| ITAcs | 940 funds | $6.6B |
| MBBcs | 936 funds | $34.4B |
| IGSBcs | 928 funds | $15.2B |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF USD Class | 896 funds | $20.5B |
| PFFcs | 886 funds | $5.0B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for IAK
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/IAK/capital-change-brief"
Use Arkolith's capital_change_brief for IAK. 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 IAK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.