249 tracked 13F filers disclose a position in IAUM as of the latest SEC 13F filings, a combined $2.7B 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 | Sumitomo Mitsui Trust Group, Inc. | $1.3B | 26.8M | ▲+22% Added · +4.9M sh | Q1 2026 | |
| 2 | SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | $158.7M | 4.0M | ▲+38% Added · +1.1M sh | Q2 2026 | |
| 3 | Alaska Permanent Fund Corp | $148.4M | 3.7M | —Held | Q2 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $159.9M | 3.4M | ▲+17% Added · +500K sh | Q1 2026 | |
| 5 | Blue Trust, Inc. | $63.3M | 1.6M | ▼−1.4% Reduced · −23K sh | Q2 2026 | |
| 6 | Asset Management One Co., Ltd. | $66.7M | 1.4M | ▲+20% Added · +238K sh | Q1 2026 | |
| 7 | AlTi Global, Inc. | $56.8M | 1.4M | ▲+6.0% Added · +80K sh | Q2 2026 | |
| 8 | AlphaCore Capital LLC | $42.9M | 1.1M | ▲+14% Added · +131K sh | Q2 2026 | |
| 9 | BlackRock, Inc. | $39.4M | 843K | ▲New +843K sh | Q1 2026 | |
| 10 | FIFTH THIRD BANCORP | $39.0M | 834K | ▲+4.7% Added · +37K sh | Q1 2026 | |
| 11 | BOK Financial Private Wealth, Inc. | $29.9M | 748K | ▼−34% Reduced · −383K sh | Q2 2026 | |
| 12 | Mirae Asset Global Investments Co., Ltd. | $34.6M | 740K | ▲+137% Added · +428K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $34.3M | 735K | ▲+4.7% Added · +33K sh | Q1 2026 | |
| 14 | Vident Advisory, LLC | $27.1M | 676K | ▼−60% Reduced · −1.0M sh | Q2 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $30.7M | 657K | ▲+110% Added · +344K sh | Q1 2026 | |
| 16 | Heck Capital Advisors, LLC | $23.4M | 585K | ▼−76% Reduced · −1.9M sh | Q2 2026 | |
| 17 | Sanctuary Advisors, LLC | $18.1M | 451K | ▲+7.5% Added · +32K sh | Q2 2026 | |
| 18 | JPMORGAN CHASE & CO | $18.6M | 414K | ▼−48% Reduced · −387K sh | Q1 2026 | |
| 19 | Fielder Capital Group LLC | $15.8M | 395K | ▲+0.3% Added · +1K sh | Q2 2026 | |
| 20 | Ancora Advisors LLC | $15.1M | 377K | ▼−41% Reduced · −266K sh | Q2 2026 | |
| 21 | Avestar Capital, LLC | $14.6M | 366K | ▼−0.6% Reduced · −2K sh | Q2 2026 | |
| 22 | Reliant Wealth Planning | $14.2M | 354K | ▲+5.1% Added · +17K sh | Q2 2026 | |
| 23 | China Universal Asset Management Co., Ltd. | $14.1M | 353K | ▲+6.0% Added · +20K sh | Q2 2026 | |
| 24 | Versant Capital Management, Inc | $13.8M | 345K | ▲+7.9% Added · +25K sh | Q2 2026 | |
| 25 | MAI Capital Management | $14.7M | 315K | ▲+6.1% Added · +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, 5 funds opened a new position in IAUM and 32 added to an existing one, while 17 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 | 143 funds | $41.3B |
| AMAZON.COM INCAMZN | 143 funds | $32.2B |
| APPLE INCAAPL | 142 funds | $48.8B |
| NVIDIA CORPNVDA | 141 funds | $60.9B |
| ALPHABET INC-CL AGOOGL | 138 funds | $25.4B |
| ALPHABET INC-CL CGOOG | 135 funds | $19.2B |
| JPMORGAN CHASE & COJPM | 135 funds | $11.0B |
| META PLATFORMS INC-CLASS AMETA | 132 funds | $16.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 132 funds | $8.8B |
| BROADCOM INCAVGO | 131 funds | $21.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 130 funds | $14.1B |
| VANGUARD S&P 500 ETFVOO | 129 funds | $10.1B |
Ranked by how many of IAUM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| IAUMthis pagemc | 249 funds | $2.7B |
| 46436F101SHS | 1 funds | $2K |
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 IAUM
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/IAUM/capital-change-brief"
Use Arkolith's capital_change_brief for IAUM. 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 IAUM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.