Among active 13F managers last quarter, 3 opened and 9 added, while 7 reduced; the largest holder to move was Hennion & Walsh Asset Management, Inc. (+63%).
82 tracked 13F filers disclose a position in IIM as of the latest SEC 13F filings, a combined $102.5M 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 | Bank Of America Corp | 1.2M | $14.8M | ▼−28% Reduced · −474K sh | Q1 2026 | |
| 2 | Hennion & Walsh Asset Management, Inc. | 1.2M | $14.8M | ▲+63% Added · +450K sh | Q2 2026 | |
| 3 | Guggenheim Capital LLC | 1.0M | $12.7M | ▼−6.7% Reduced · −75K sh | Q1 2026 | |
| 4 | Morgan Stanley | 682K | $8.3M | ▲+1.1% Added · +7K sh | Q1 2026 | |
| 5 | Wells Fargo & Company | 598K | $7.3M | ▲+4.7% Added · +27K sh | Q1 2026 | |
| 6 | UBS Group AG | 589K | $7.2M | ▲+0.1% Added · +394 sh | Q1 2026 | |
| 7 | Wagner Wealth Management, LLC | 342K | $4.4M | ▲+33% Added · +86K sh | Q2 2026 | |
| 8 | Van Eck Associates Corp | 269K | $3.4M | ▲+2.8% Added · +7K sh | Q2 2026 | |
| 9 | Raymond James Financial Inc | 260K | $3.2M | ▲+5.7% Added · +14K sh | Q1 2026 | |
| 10 | LPL Financial LLC | 186K | $2.3M | ▼−23% Reduced · −56K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | 170K | $2.1M | ▲+8.3% Added · +13K sh | Q1 2026 | |
| 12 | HUB Investment Partners, LLC | 170K | $2.2M | —Held | Q2 2026 | |
| 13 | Commonwealth Equity Services, LLC | 165K | $2.0M | ▲+7.7% Added · +12K sh | Q1 2026 | |
| 14 | NewEdge Advisors, LLC | 118K | $1.5M | ▲+8.2% Added · +9K sh | Q2 2026 | |
| 15 | Stifel Financial Corp | 106K | $1.3M | ▼−1.8% Reduced · −2K sh | Q1 2026 | |
| 16 | Osaic Holdings, Inc. | 95K | $1.2M | ▼−0.8% Reduced · −797 sh | Q1 2026 | |
| 17 | Rockefeller Capital Management L.P. | 92K | $1.1M | ▲+0.5% Added · +473 sh | Q1 2026 | |
| 18 | Whipplewood Advisors, LLC | 81K | $1.0M | ▼−1.5% Reduced · −1K sh | Q2 2026 | |
| 19 | D.A. Davidson & Co. | 71K | $898K | ▼−2.8% Reduced · −2K sh | Q2 2026 | |
| 20 | Royal Bank Of Canada | 66K | $798K | ▲+0.5% Added · +315 sh | Q1 2026 | |
| 21 | Ameriprise Financial Inc | 59K | $723K | ▲+7.5% Added · +4K sh | Q1 2026 | |
| 22 | &Partners | 55K | $703K | ▲+5.2% Added · +3K sh | Q2 2026 | |
| 23 | LexAurum Advisors, LLC | 45K | $567K | ▲+1.9% Added · +816 sh | Q2 2026 | |
| 24 | Davis Investment Partners, LLC | 44K | $558K | ▲+1.9% Added · +810 sh | Q2 2026 | |
| 25 | Retirement Planning Group, LLC | 39K | $495K | ▼−15% Reduced · −7K 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, 3 funds opened a new position in IIM and 9 added to an existing one, while 7 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 | 34 funds | $26.3B |
| Microsoft CorpMSFT | 34 funds | $20.2B |
| Johnson & JohnsonJNJ | 34 funds | $4.2B |
| Chevron CorpCVX | 34 funds | $2.5B |
| Nvidia CorpNVDA | 33 funds | $45.6B |
| Broadcom IncAVGO | 33 funds | $18.6B |
| Amazon.com IncAMZN | 33 funds | $14.5B |
| Alphabet Inc-CL AGOOGL | 33 funds | $11.3B |
| Tesla IncTSLA | 33 funds | $6.2B |
| Eli Lilly & CoLLY | 33 funds | $6.1B |
| JPMorgan Chase & CoJPM | 33 funds | $5.6B |
| Abbvie IncABBV | 33 funds | $3.1B |
Ranked by how many of IIM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IIM.
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.