90 tracked 13F filers disclose a position in IQI as of the latest SEC 13F filings, a combined $87.4M 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 | RAYMOND JAMES FINANCIAL INC | $11.3M | 1.2M | ▼−9.8% Reduced · −127K sh | Q1 2026 | |
| 2 | GUGGENHEIM CAPITAL LLC | $10.9M | 1.1M | ▼−6.2% Reduced · −75K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $7.3M | 761K | ▲+13% Added · +88K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $5.5M | 576K | ▼−21% Reduced · −151K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $4.5M | 467K | ▲+10% Added · +43K sh | Q1 2026 | |
| 6 | Allianz Asset Management GmbH | $4.4M | 462K | —Held | Q1 2026 | |
| 7 | NewEdge Advisors, LLC | $4.4M | 455K | ▲+13% Added · +52K sh | Q1 2026 | |
| 8 | Hennion & Walsh Asset Management, Inc. | $3.7M | 368K | ▼−55% Reduced · −447K sh | Q2 2026 | |
| 9 | VAN ECK ASSOCIATES CORP | Withheld | 344K | ▲+12% Added · +38K sh | Q1 2026 | |
| 10 | Advisors Asset Management, Inc. | $2.4M | 248K | ▼−0.2% Reduced · −601 sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $2.4M | 245K | ▲+4.9% Added · +11K sh | Q1 2026 | |
| 12 | UBS Group AG | $2.2M | 225K | ▼−11% Reduced · −29K sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 203K | ▲+5.5% Added · +11K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $1.9M | 200K | ▼−41% Reduced · −142K sh | Q1 2026 | |
| 15 | STIFEL FINANCIAL CORP | $1.9M | 199K | ▼−2.9% Reduced · −6K sh | Q1 2026 | |
| 16 | IFP Advisors, Inc | $1.8M | 183K | ▲+47% Added · +58K sh | Q2 2026 | |
| 17 | Cetera Investment Advisers | $1.4M | 145K | ▲+5.4% Added · +7K sh | Q1 2026 | |
| 18 | JFS WEALTH ADVISORS, LLC | $1.4M | 145K | ▲+0.1% Added · +181 sh | Q1 2026 | |
| 19 | &PARTNERS | $1.2M | 121K | ▲+9.4% Added · +10K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $1.0M | 104K | ▲+0.3% Added · +334 sh | Q1 2026 | |
| 21 | CENTAURUS FINANCIAL, INC. | $998K | 104K | ▲+7.1% Added · +7K sh | Q1 2026 | |
| 22 | Lido Advisors, LLC | $1.0M | 102K | ▼−0.7% Reduced · −719 sh | Q2 2026 | |
| 23 | Cottage Street Advisors LLC | $911K | 90K | ▲+38% Added · +25K sh | Q2 2026 | |
| 24 | OSAIC HOLDINGS, INC. | $779K | 81K | ▼−10% Reduced · −9K sh | Q1 2026 | |
| 25 | Mariner, LLC | $735K | 76K | —Held | 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, 6 funds opened a new position in IQI and 10 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 |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 35 funds | $25.9B |
| NVIDIA CORPNVDA | 34 funds | $68.8B |
| APPLE INCAAPL | 34 funds | $54.0B |
| MICROSOFT CORPMSFT | 34 funds | $45.4B |
| AMAZON.COM INCAMZN | 34 funds | $32.2B |
| ELI LILLY & COLLY | 33 funds | $12.6B |
| JPMORGAN CHASE & COJPM | 33 funds | $12.3B |
| WALMART INCWMT | 33 funds | $7.4B |
| ABBVIE INCABBV | 33 funds | $6.3B |
| HOME DEPOT INCHD | 33 funds | $6.3B |
| CATERPILLAR INCCAT | 33 funds | $4.7B |
| CHEVRON CORPCVX | 33 funds | $4.1B |
Ranked by how many of IQI's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for IQI
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/IQI/capital-change-brief"
Use Arkolith's capital_change_brief for IQI. 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 IQI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.