82 tracked 13F filers disclose a position in IEZ as of the latest SEC 13F filings, a combined $300.2M 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 | Phoenix Financial Ltd. | $134.3M | 5.0M | ▲New +5.0M sh | Q2 2026 | |
| 2 | MORGAN STANLEY | $29.2M | 1.0M | ▲+119% Added · +550K sh | Q1 2026 | |
| 3 | ROYAL BANK OF CANADA | $15.0M | 519K | ▲+793% Added · +461K sh | Q1 2026 | |
| 4 | Advisory Services Network, LLC | $14.6M | 503K | ▲New +503K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $14.5M | 501K | ▲+162% Added · +309K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $12.3M | 426K | ▲15× Added · +398K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $11.7M | 405K | ▲124× Added · +402K sh | Q1 2026 | |
| 8 | UBS Group AG | $6.5M | 225K | ▲+712% Added · +197K sh | Q1 2026 | |
| 9 | STIFEL FINANCIAL CORP | $5.1M | 177K | ▲+52% Added · +61K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 175K | ▼−2.6% Reduced · −5K sh | Q1 2026 | |
| 11 | Van Cleef Asset Management,Inc | $4.6M | 171K | ▼−1.5% Reduced · −3K sh | Q2 2026 | |
| 12 | LPL Financial LLC | $3.6M | 123K | ▲+42% Added · +36K sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $3.2M | 111K | ▲+48% Added · +36K sh | Q1 2026 | |
| 14 | HighTower Advisors, LLC | $3.1M | 108K | ▲New +108K sh | Q1 2026 | |
| 15 | Prospera Financial Services Inc | $2.5M | 91K | ▼−82% Reduced · −405K sh | Q2 2026 | |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | $2.3M | 87K | ▼−29% Reduced · −36K sh | Q2 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $2.5M | 86K | ▲+18% Added · +13K sh | Q1 2026 | |
| 18 | Tudor Financial Inc. | $2.1M | 77K | ▼−3.0% Reduced · −2K sh | Q2 2026 | |
| 19 | MARSHALL WACE, LLP | $2.2M | 76K | ▲New +76K sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 62K | ▲+29% Added · +14K sh | Q1 2026 | |
| 21 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.4M | 51K | ▼−20% Reduced · −13K sh | Q2 2026 | |
| 22 | COTTONWOOD CAPITAL ADVISORS, LLC | $1.4M | 50K | ▼−0.1% Reduced · −74 sh | Q2 2026 | |
| 23 | TRUIST FINANCIAL CORP | $1.4M | 50K | ▲+93% Added · +24K sh | Q1 2026 | |
| 24 | Wealth Management Partners, LLC | $1.3M | 47K | ▼−9.7% Reduced · −5K sh | Q2 2026 | |
| 25 | Financial Sense Advisors, Inc. | $1.2M | 44K | ▼−2.7% Reduced · −1K 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, 8 funds opened a new position in IEZ and 8 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 | 38 funds | $20.4B |
| NVIDIA CORPNVDA | 37 funds | $33.1B |
| APPLE INCAAPL | 37 funds | $26.0B |
| ALPHABET INC-CL AGOOGL | 37 funds | $13.0B |
| BROADCOM INCAVGO | 37 funds | $12.0B |
| AMAZON.COM INCAMZN | 36 funds | $18.8B |
| ALPHABET INC-CL CGOOG | 36 funds | $9.3B |
| ELI LILLY & COLLY | 36 funds | $6.3B |
| JPMORGAN CHASE & COJPM | 36 funds | $3.6B |
| META PLATFORMS INC-CLASS AMETA | 35 funds | $9.5B |
| JOHNSON & JOHNSONJNJ | 35 funds | $4.9B |
| CHEVRON CORPCVX | 35 funds | $4.0B |
Ranked by how many of IEZ'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 IEZ
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/IEZ/capital-change-brief"
Use Arkolith's capital_change_brief for IEZ. 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 IEZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.