78 tracked 13F filers disclose a position in IIM as of the latest SEC 13F filings, a combined $101.0M 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 | BANK OF AMERICA CORP /DE/ | $14.8M | 1.2M | ▼−28% Reduced · −474K sh | Q1 2026 | |
| 2 | Hennion & Walsh Asset Management, Inc. | $14.8M | 1.2M | ▲+63% Added · +450K sh | Q2 2026 | |
| 3 | GUGGENHEIM CAPITAL LLC | $12.7M | 1.0M | ▼−6.7% Reduced · −75K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $8.3M | 682K | ▲+1.1% Added · +7K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $7.3M | 598K | ▲+4.7% Added · +27K sh | Q1 2026 | |
| 6 | UBS Group AG | $7.2M | 589K | ▲+0.1% Added · +394 sh | Q1 2026 | |
| 7 | Wagner Wealth Management, LLC | $4.4M | 342K | ▲+33% Added · +86K sh | Q2 2026 | |
| 8 | VAN ECK ASSOCIATES CORP | Withheld | 262K | ▲+8.9% Added · +21K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $3.2M | 260K | ▲+5.7% Added · +14K sh | Q1 2026 | |
| 10 | Arkadios Wealth Advisors | $2.8M | 234K | ▲New +234K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $2.3M | 186K | ▼−23% Reduced · −56K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $2.1M | 170K | ▲+8.3% Added · +13K sh | Q1 2026 | |
| 13 | HUB Investment Partners, LLC | $2.2M | 170K | —Held | Q2 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 165K | ▲+7.7% Added · +12K sh | Q1 2026 | |
| 15 | NewEdge Advisors, LLC | $1.3M | 109K | ▼−11% Reduced · −14K sh | Q1 2026 | |
| 16 | STIFEL FINANCIAL CORP | $1.3M | 106K | ▼−1.8% Reduced · −2K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $1.2M | 95K | ▼−0.8% Reduced · −797 sh | Q1 2026 | |
| 18 | Rockefeller Capital Management L.P. | $1.1M | 92K | ▲+0.5% Added · +473 sh | Q1 2026 | |
| 19 | Whipplewood Advisors, LLC | $1.0M | 81K | ▼−1.5% Reduced · −1K sh | Q2 2026 | |
| 20 | D.A. DAVIDSON & CO. | $898K | 71K | ▼−2.8% Reduced · −2K sh | Q2 2026 | |
| 21 | ROYAL BANK OF CANADA | $798K | 66K | ▲+0.5% Added · +315 sh | Q1 2026 | |
| 22 | AMERIPRISE FINANCIAL INC | $723K | 59K | ▲+7.5% Added · +4K sh | Q1 2026 | |
| 23 | &PARTNERS | $639K | 53K | ▲+21% Added · +9K sh | Q1 2026 | |
| 24 | LexAurum Advisors, LLC | $567K | 45K | ▲+1.9% Added · +816 sh | Q2 2026 | |
| 25 | Advisors Asset Management, Inc. | $508K | 42K | ▼−68% Reduced · −89K 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, 3 funds opened a new position in IIM and 7 added to an existing one, while 8 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 |
|---|---|---|
| NVIDIA CORPNVDA | 30 funds | $30.5B |
| APPLE INCAAPL | 30 funds | $25.9B |
| MICROSOFT CORPMSFT | 30 funds | $19.7B |
| AMAZON.COM INCAMZN | 30 funds | $14.3B |
| BROADCOM INCAVGO | 30 funds | $13.4B |
| ALPHABET INC-CL AGOOGL | 30 funds | $11.2B |
| TESLA INCTSLA | 30 funds | $6.4B |
| ELI LILLY & COLLY | 30 funds | $5.8B |
| JPMORGAN CHASE & COJPM | 30 funds | $5.7B |
| JOHNSON & JOHNSONJNJ | 30 funds | $4.0B |
| WALMART INCWMT | 30 funds | $3.9B |
| ABBVIE INCABBV | 30 funds | $3.1B |
Ranked by how many of IIM's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for IIM
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/IIM/capital-change-brief"
Use Arkolith's capital_change_brief for IIM. 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 IIM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.