35 tracked 13F filers disclose a position in IQDY as of the latest SEC 13F filings, a combined $60.0M 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 | NORTHERN TRUST CORP | $10.8M | 284K | ▲+0.6% Added · +2K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $8.9M | 233K | ▼−12% Reduced · −31K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $5.0M | 133K | ▼−8.4% Reduced · −12K sh | Q1 2026 | |
| 4 | Herold Advisors, Inc. | $5.5M | 129K | ▲+14% Added · +15K sh | Q2 2026 | |
| 5 | Cetera Investment Advisers | $4.8M | 128K | ▲+1.7% Added · +2K sh | Q1 2026 | |
| 6 | UBS Group AG | $4.3M | 114K | ▼−1.1% Reduced · −1K sh | Q1 2026 | |
| 7 | Synergy Asset Management, LLC | $3.0M | 70K | ▲New +70K sh | Q2 2026 | |
| 8 | RFG Advisory, LLC | $2.9M | 67K | ▲+0.7% Added · +497 sh | Q2 2026 | |
| 9 | CENTAURUS FINANCIAL, INC. | $2.8M | 66K | ▲+65% Added · +26K sh | Q2 2026 | |
| 10 | Asset Allocation Strategies LLC | $2.2M | 51K | ▼−6.0% Reduced · −3K sh | Q2 2026 | |
| 11 | FIFTH THIRD SECURITIES, INC. | $1.8M | 42K | ▼−5.2% Reduced · −2K sh | Q2 2026 | |
| 12 | STIFEL FINANCIAL CORP | $1.4M | 37K | ▼−1.5% Reduced · −571 sh | Q1 2026 | |
| 13 | Navis Wealth Advisors, LLC | $1.2M | 32K | —Held | Q1 2026 | |
| 14 | JANE STREET GROUP, LLC | $841K | 22K | ▲New +22K sh | Q1 2026 | |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $526K | 14K | ▼−36% Reduced · −8K sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $436K | 11K | ▲+85% Added · +5K sh | Q1 2026 | |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $486K | 11K | ▲+28% Added · +3K sh | Q2 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $366K | 10K | ▲+550% Added · +8K sh | Q1 2026 | |
| 19 | Kestra Advisory Services, LLC | $411K | 10K | ▲+4.5% Added · +416 sh | Q2 2026 | |
| 20 | Southland Equity Partners LLC | $398K | 9K | ▼−2.8% Reduced · −273 sh | Q2 2026 | |
| 21 | Dynamic Advisor Solutions LLC | $281K | 7K | ▼−0.6% Reduced · −40 sh | Q2 2026 | |
| 22 | Reliant Wealth Planning | $263K | 6K | —Held | Q2 2026 | |
| 23 | MML INVESTORS SERVICES, LLC | $245K | 6K | ▲New +6K sh | Q2 2026 | |
| 24 | Brookwood Investment Group LLC | $207K | 5K | ▲New +5K sh | Q2 2026 | |
| 25 | Bison Wealth, LLC | $204K | 5K | ▼−12% Reduced · −667 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, 4 funds opened a new position in IQDY and 5 added to an existing one, while 4 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 |
|---|---|---|
| VANGUARD S&P 500 ETFVOO | 14 funds | $540.0M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $431.5M |
| VANGUARD GROWTH ETFVUG | 14 funds | $279.7M |
| SCHWAB US DVD EQUITY ETFSCHD | 14 funds | $167.7M |
| APPLE INCAAPL | 13 funds | $1.0B |
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $1.0B |
| NVIDIA CORPNVDA | 13 funds | $930.3M |
| MICROSOFT CORPMSFT | 13 funds | $530.3M |
| INVESCO QQQ TRUST SERIES 1QQQ | 13 funds | $507.8M |
| AMAZON.COM INCAMZN | 13 funds | $489.3M |
| ALPHABET INC-CL AGOOGL | 13 funds | $397.6M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 13 funds | $341.5M |
Ranked by how many of IQDY's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| GUNRmc | 286 funds | $5.6B |
| QDFmc | 168 funds | $1.7B |
| NFRAmc | 138 funds | $2.6B |
| TDTTmc | 112 funds | $2.5B |
| HYGVmc | 111 funds | $899.4M |
| TILTmc | 106 funds | $1.7B |
| IQDFSHARES | 92 funds | $907.0M |
| QDEFcommon | 92 funds | $396.6M |
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 IQDY
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/IQDY/capital-change-brief"
Use Arkolith's capital_change_brief for IQDY. 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 IQDY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.