Among active 13F managers last quarter, 5 opened and 3 added, while 6 reduced; the largest holder to move was Risk Paradigm Group, LLC (−17%).
32 tracked 13F filers disclose a position in IHY as of the latest SEC 13F filings, a combined $26.3M 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 | RPg Family Wealth Advisory, LLC | 340K | $7.4M | ▼−15% Reduced · −59K sh | Q2 2026 | |
| 2 | Risk Paradigm Group, LLC | 329K | $7.1M | ▼−17% Reduced · −70K sh | Q2 2026 | |
| 3 | Goldman Sachs Group Inc | 117K | $2.5M | ▲+40% Added · +33K sh | Q1 2026 | |
| 4 | Comprehensive Money Management Services LLC | 78K | $1.7M | ▼−0.1% Reduced · −105 sh | Q2 2026 | |
| 5 | Sound Income Strategies, LLC | 75K | $1.6M | ▲+30% Added · +17K sh | Q2 2026 | |
| 6 | LPL Financial LLC | 62K | $1.3M | ▲+3.0% Added · +2K sh | Q1 2026 | |
| 7 | Jane Street Group, LLC | 52K | $1.1M | ▲+56% Added · +19K sh | Q1 2026 | |
| 8 | Orion Porfolio Solutions, LLC | 50K | $1.1M | ▲New +50K sh | Q2 2026 | |
| 9 | Cerity Partners LLC | 25K | $537K | ▲New +25K sh | Q1 2026 | |
| 10 | Hennion & Walsh Asset Management, Inc. | 24K | $511K | ▼−2.8% Reduced · −681 sh | Q2 2026 | |
| 11 | Dunhill Financial, LLC | 18K | $379K | ▼−95% Reduced · −314K sh | Q2 2026 | |
| 12 | Investment Advisory Group, LLC | 13K | $291K | ▼−17% Reduced · −3K sh | Q2 2026 | |
| 13 | Osaic Holdings, Inc. | 9K | $194K | ▼−31% Reduced · −4K sh | Q1 2026 | |
| 14 | Morgan Stanley | 5K | $103K | ▼−65% Reduced · −9K sh | Q1 2026 | |
| 15 | Jones Financial Companies LLLP | 5K | $102K | ▲+34% Added · +1K sh | Q1 2026 | |
| 16 | Banque Cantonale Vaudoise | 4K | $82K | ▲+13% Added · +451 sh | Q1 2026 | |
| 17 | UBS Group AG | 3K | $66K | ▲+27% Added · +652 sh | Q1 2026 | |
| 18 | Arax Advisory Partners | 3K | $55K | ▲+1.4% Added · +35 sh | Q2 2026 | |
| 19 | SBI Securities Co., Ltd. | 2K | $45K | ▼−0.2% Reduced · −4 sh | Q2 2026 | |
| 20 | JPMorgan Chase & Co | 1K | $30K | ▲+130% Added · +791 sh | Q1 2026 | |
| 21 | Ameritas Investment Partners, Inc. | 990 | $21K | —Held | Q2 2026 | |
| 22 | CWM, LLC | 930 | $20K | —Held | Q1 2026 | |
| 23 | Oakmont Advisory Group, LLC | 760 | $16K | ▲New +760 sh | Q2 2026 | |
| 24 | Royal Bank Of Canada | 689 | $15K | —Held | Q1 2026 | |
| 25 | NewEdge Advisors, LLC | 657 | $14K | ▼−2.2% Reduced · −15 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, 5 funds opened a new position in IHY and 3 added to an existing one, while 6 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 | 16 funds | $1.5B |
| Microsoft CorpMSFT | 16 funds | $809.9M |
| Amazon.com IncAMZN | 16 funds | $731.4M |
| Invesco QQQ Trust Series 1QQQ | 16 funds | $689.5M |
| JPMorgan Chase & CoJPM | 16 funds | $317.9M |
| SPDR Gold SharesGLD | 16 funds | $123.3M |
| Nvidia CorpNVDA | 15 funds | $1.7B |
| Ishares Core S&P 500 ETFIVV | 15 funds | $1.6B |
| SS SPDR S&P 500 ETF Trust-USSPY | 15 funds | $708.0M |
| Alphabet Inc-CL AGOOGL | 15 funds | $700.3M |
| Vanguard S&P 500 ETFVOO | 15 funds | $617.1M |
| Broadcom IncAVGO | 15 funds | $496.0M |
Ranked by how many of IHY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IHY.
| Class | 13F holders | Value held |
|---|---|---|
| SMHmc | 1413 funds | $23.2B |
| GDXmc | 1007 funds | $13.9B |
| MOATmc | 683 funds | $6.6B |
| NLRmc | 486 funds | $1.9B |
| GDXJmc | 409 funds | $3.6B |
| ANGLmc | 306 funds | $1.8B |
| BIZDmc | 241 funds | $665.9M |
| FLTRmc | 235 funds | $1.4B |
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 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.