25 tracked 13F filers disclose a position in IHY as of the latest SEC 13F filings, a combined $22.9M 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 | RPg Family Wealth Advisory, LLC | $7.4M | 340K | ▼−15% Reduced · −59K sh | Q2 2026 | |
| 2 | Risk Paradigm Group, LLC | $7.1M | 329K | ▼−17% Reduced · −70K sh | Q2 2026 | |
| 3 | GOLDMAN SACHS GROUP INC | $2.5M | 117K | ▲+40% Added · +33K sh | Q1 2026 | |
| 4 | Sound Income Strategies, LLC | $1.6M | 75K | ▲+30% Added · +17K sh | Q2 2026 | |
| 5 | LPL Financial LLC | $1.3M | 62K | ▲+3.0% Added · +2K sh | Q1 2026 | |
| 6 | JANE STREET GROUP, LLC | $1.1M | 52K | ▲+56% Added · +19K sh | Q1 2026 | |
| 7 | Cerity Partners LLC | $537K | 25K | ▲New +25K sh | Q1 2026 | |
| 8 | Hennion & Walsh Asset Management, Inc. | $511K | 24K | ▼−2.8% Reduced · −681 sh | Q2 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $194K | 9K | ▼−31% Reduced · −4K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $103K | 5K | ▼−65% Reduced · −9K sh | Q1 2026 | |
| 11 | JONES FINANCIAL COMPANIES LLLP | $102K | 5K | ▲+34% Added · +1K sh | Q1 2026 | |
| 12 | Banque Cantonale Vaudoise | $82K | 4K | ▲+13% Added · +451 sh | Q1 2026 | |
| 13 | UBS Group AG | $66K | 3K | ▲+27% Added · +652 sh | Q1 2026 | |
| 14 | Arax Advisory Partners | $54K | 3K | ▲New +3K sh | Q1 2026 | |
| 15 | SBI Securities Co., Ltd. | $45K | 2K | ▼−0.2% Reduced · −4 sh | Q2 2026 | |
| 16 | JPMORGAN CHASE & CO | $30K | 1K | ▲+130% Added · +791 sh | Q1 2026 | |
| 17 | Ameritas Investment Partners, Inc. | $21K | 990 | —Held | Q1 2026 | |
| 18 | CWM, LLC | $20K | 930 | —Held | Q1 2026 | |
| 19 | Oakmont Advisory Group, LLC | $16K | 760 | ▲New +760 sh | Q2 2026 | |
| 20 | ROYAL BANK OF CANADA | $15K | 689 | —Held | Q1 2026 | |
| 21 | NewEdge Advisors, LLC | $14K | 672 | ▲+0.9% Added · +6 sh | Q1 2026 | |
| 22 | ASSETMARK, INC | $3K | 128 | —Held | Q2 2026 | |
| 23 | Steward Partners Investment Advisory, LLC | $3K | 125 | —Held | Q1 2026 | |
| 24 | Advisory Services Network, LLC | $1K | 59 | ▲New +59 sh | Q1 2026 | |
| 25 | Synergy Investment Management, LLC | $836 | 39 | ▲New +39 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, 4 funds opened a new position in IHY and 2 added to an existing one, while 3 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 |
|---|---|---|
| SPDR GOLD SHARESGLD | 10 funds | $74.3M |
| NVIDIA CORPNVDA | 9 funds | $1.0B |
| APPLE INCAAPL | 9 funds | $660.3M |
| ISHARES CORE S&P 500 ETFIVV | 9 funds | $498.8M |
| MICROSOFT CORPMSFT | 9 funds | $408.0M |
| VANGUARD S&P 500 ETFVOO | 9 funds | $403.0M |
| AMAZON.COM INCAMZN | 9 funds | $387.6M |
| ALPHABET INC-CL AGOOGL | 9 funds | $368.8M |
| INVESCO QQQ TRUST SERIES 1QQQ | 9 funds | $356.6M |
| BROADCOM INCAVGO | 9 funds | $250.8M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 9 funds | $238.4M |
| TESLA INCTSLA | 9 funds | $225.3M |
Ranked by how many of IHY'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 IHY
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/IHY/capital-change-brief"
Use Arkolith's capital_change_brief for IHY. 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 IHY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.