761 tracked 13F filers disclose a position in IEI as of the latest SEC 13F filings, a combined $14.0B 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 | JPMORGAN CHASE & CO | $2.2B | 18.8M | ▲+6.3% Added · +1.1M sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $1.1B | 9.2M | ▲+40% Added · +2.6M sh | Q1 2026 | |
| 3 | Financial Engines Advisors L.L.C. | $508.6M | 4.3M | ▲+2.3% Added · +99K sh | Q2 2026 | |
| 4 | ASSETMARK, INC | $462.7M | 3.9M | ▲+18% Added · +587K sh | Q2 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $454.9M | 3.8M | ▼−1.0% Reduced · −38K sh | Q1 2026 | |
| 6 | FMR LLC | $373.2M | 3.1M | ▲+260% Added · +2.3M sh | Q1 2026 | |
| 7 | UBS Group AG | $354.0M | 3.0M | ▲+31% Added · +713K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $338.6M | 2.9M | ▲+2.5% Added · +71K sh | Q1 2026 | |
| 9 | AMERIPRISE FINANCIAL INC | $337.2M | 2.8M | ▲+4.4% Added · +120K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $324.5M | 2.7M | ▲+11% Added · +282K sh | Q1 2026 | |
| 11 | Bank Julius Baer & Co. Ltd, Zurich | $287.9M | 2.4M | ▲+5.5% Added · +126K sh | Q2 2026 | |
| 12 | STIFEL FINANCIAL CORP | $285.1M | 2.4M | ▲+10% Added · +228K sh | Q1 2026 | |
| 13 | WIT, LLC | $268.5M | 2.3M | ▲+8.4% Added · +175K sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $255.3M | 2.2M | ▲+2.7% Added · +57K sh | Q1 2026 | |
| 15 | Mariner, LLC | $241.6M | 2.0M | ▲+312% Added · +1.5M sh | Q1 2026 | |
| 16 | TRUIST FINANCIAL CORP | $236.7M | 2.0M | ▲+1.4% Added · +27K sh | Q1 2026 | |
| 17 | Cerity Partners LLC | $233.5M | 2.0M | ▲+0.7% Added · +14K sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $189.2M | 1.6M | ▲+4.7% Added · +71K sh | Q1 2026 | |
| 19 | Tanglewood Wealth Management, Inc. | $169.7M | 1.4M | ▼−9.5% Reduced · −152K sh | Q2 2026 | |
| 20 | HUNTINGTON NATIONAL BANK | $159.9M | 1.4M | ▲+6.9% Added · +87K sh | Q2 2026 | |
| 21 | BlackRock, Inc. | $159.5M | 1.3M | ▼−17% Reduced · −273K sh | Q1 2026 | |
| 22 | Dynasty Wealth Management, LLC | $147.6M | 1.3M | ▲+16% Added · +172K sh | Q2 2026 | |
| 23 | Facet Wealth, Inc. | $142.5M | 1.2M | ▲+16% Added · +163K sh | Q2 2026 | |
| 24 | Creative Planning | $139.6M | 1.2M | ▼−5.6% Reduced · −70K sh | Q1 2026 | |
| 25 | ROYAL BANK OF CANADA | $132.0M | 1.1M | ▲+0.5% Added · +5K 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, 2 funds opened a new position in IEI and 32 added to an existing one, while 12 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 | 435 funds | $105.5B |
| APPLE INCAAPL | 433 funds | $117.7B |
| NVIDIA CORPNVDA | 424 funds | $140.7B |
| AMAZON.COM INCAMZN | 423 funds | $79.8B |
| ALPHABET INC-CL AGOOGL | 421 funds | $68.6B |
| ALPHABET INC-CL CGOOG | 412 funds | $45.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 410 funds | $27.1B |
| JPMORGAN CHASE & COJPM | 409 funds | $30.5B |
| ISHARES CORE S&P 500 ETFIVV | 402 funds | $49.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 396 funds | $15.4B |
| JOHNSON & JOHNSONJNJ | 395 funds | $22.8B |
| BROADCOM INCAVGO | 391 funds | $57.8B |
Ranked by how many of IEI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MUBcs | 1518 funds | $35.3B |
| EFViShares MSCI EAFE Value ETF | 1157 funds | $23.8B |
| EFGcs | 976 funds | $12.2B |
| ITAcs | 939 funds | $6.6B |
| MBBcs | 932 funds | $34.2B |
| IGSBcs | 926 funds | $15.2B |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF USD Class | 888 funds | $20.2B |
| PFFcs | 884 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 IEI
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/IEI/capital-change-brief"
Use Arkolith's capital_change_brief for IEI. 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 IEI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.