38 tracked 13F filers disclose a position in IIF as of the latest SEC 13F filings, a combined $66.4M 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 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $23.8M | 1.0M | ▲+9.7% Added · +92K sh | Q2 2026 | |
| 2 | LAZARD ASSET MANAGEMENT LLC | $12.5M | 609K | ▼−21% Reduced · −163K sh | Q1 2026 | |
| 3 | Karpus Management, Inc. | $8.1M | 396K | ▲+128% Added · +222K sh | Q1 2026 | |
| 4 | UBS Group AG | $3.3M | 162K | ▲+3.6% Added · +6K sh | Q1 2026 | |
| 5 | EVERGREEN CAPITAL MANAGEMENT LLC | $3.2M | 141K | ▲+4.9% Added · +7K sh | Q2 2026 | |
| 6 | MORGAN STANLEY | $2.0M | 98K | ▼−46% Reduced · −84K sh | Q1 2026 | |
| 7 | Allspring Global Investments Holdings, LLC | $2.1M | 90K | —Held | Q2 2026 | |
| 8 | Verition Fund Management LLC | $2.0M | 88K | ▼−1.4% Reduced · −1K sh | Q2 2026 | |
| 9 | STIFEL FINANCIAL CORP | $1.5M | 75K | ▼−21% Reduced · −20K sh | Q1 2026 | |
| 10 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $1.7M | 74K | —Held | Q2 2026 | |
| 11 | STRS OHIO | $1.1M | 55K | —Held | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $735K | 36K | ▲+4.4% Added · +2K sh | Q1 2026 | |
| 13 | JONES FINANCIAL COMPANIES LLLP | $416K | 21K | ▼−7.1% Reduced · −2K sh | Q1 2026 | |
| 14 | Financial Solutions Advisory Group, Inc. | $442K | 19K | ▲+23% Added · +4K sh | Q2 2026 | |
| 15 | GP Brinson Investments LLC | $411K | 18K | —Held | Q2 2026 | |
| 16 | Calamos Advisors LLC | $343K | 15K | ▼−7.2% Reduced · −1K sh | Q2 2026 | |
| 17 | GOULD ASSET MANAGEMENT LLC /CA/ | $311K | 14K | —Held | Q2 2026 | |
| 18 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $289K | 13K | —Held | Q2 2026 | |
| 19 | LPL Financial LLC | $253K | 12K | ▲New +12K sh | Q1 2026 | |
| 20 | Samalin Investment Counsel, LLC | $277K | 12K | ▼−14% Reduced · −2K sh | Q2 2026 | |
| 21 | Maridea Wealth Management LLC | $276K | 12K | ▲+7.7% Added · +862 sh | Q2 2026 | |
| 22 | 1607 Capital Partners, LLC | $256K | 11K | ▼−4.3% Reduced · −500 sh | Q2 2026 | |
| 23 | Dakota Wealth Management | $236K | 10K | ▲New +10K sh | Q2 2026 | |
| 24 | NORTH STAR ASSET MANAGEMENT INC | $212K | 10K | —Held | Q1 2026 | |
| 25 | Ancora Advisors LLC | $158K | 7K | —Held | 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, 0 funds opened a new position in IIF and 5 added to an existing one, while 6 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 |
|---|---|---|
| APPLE INCAAPL | 15 funds | $5.9B |
| MICROSOFT CORPMSFT | 15 funds | $4.3B |
| NVIDIA CORPNVDA | 14 funds | $5.6B |
| ALPHABET INC-CL AGOOGL | 14 funds | $3.2B |
| ISHARES CORE S&P 500 ETFIVV | 14 funds | $2.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $1.6B |
| ELI LILLY & COLLY | 14 funds | $1.5B |
| HOME DEPOT INCHD | 14 funds | $540.7M |
| ABBVIE INCABBV | 14 funds | $425.4M |
| ORACLE CORPORCL | 14 funds | $268.0M |
| AMAZON.COM INCAMZN | 13 funds | $3.8B |
| BROADCOM INCAVGO | 13 funds | $2.9B |
Ranked by how many of IIF's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for IIF
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/IIF/capital-change-brief"
Use Arkolith's capital_change_brief for IIF. 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 IIF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.