IROC

Invesco Rochester High YieldETF$49.15 0.04%
UnclassifiedCUSIP 46090A747· EOD Sep 15, 2026

Among active 13F managers last quarter, 3 opened and 3 added, while none reduced or exited; the largest holder to move was Ashton Thomas Securities, LLC (new position).

Tracked 13F holders
19
10 in Q2 2026 filings
13F value (tracked)
$18.5M
13F moves · latest Q
6 added
0 reduced

Price & smart-money activity

$49.15 0.04%4Y -2.2%
$47.20$48.44$49.69$50.93$52.17202220232024202520262245
Hover for who · click for detailEnd-of-day closing prices52w $49.09 – $51.57

Who owns IROC?

19 tracked 13F filers · ranked by shares held

19 tracked 13F filers disclose a position in IROC as of the latest SEC 13F filings, a combined $18.5M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Ashton Thomas Securities, LLC72K
$3.7M
New
+72K sh
Q2 2026
2ABLE Financial Group, LLC68K
$3.5M
+26%
Added · +14K sh
Q2 2026
3Arax Advisory Partners44K
$2.3M
Held
Q2 2026
4Gladstone Institutional Advisory LLC40K
$2.0M
+2.7%
Added · +1K sh
Q2 2026
5Jane Street Group, LLC26K
$1.3M
−43%
Reduced · −20K sh
Q1 2026
6Cetera Investment Advisers19K
$946K
+20%
Added · +3K sh
Q1 2026
7Mgo One Seven LLC18K
$923K
New
+18K sh
Q2 2026
8Sanctuary Advisors, LLC17K
$896K
+72%
Added · +7K sh
Q2 2026
9Osaic Holdings, Inc.15K
$752K
+82%
Added · +7K sh
Q1 2026
10LPL Financial LLC15K
$744K
+98%
Added · +7K sh
Q1 2026
11Naples Global Advisors, LLC10K
$491K
+55%
Added · +3K sh
Q2 2026
12CoreCap Advisors, LLC5K
$269K
Held
Q1 2026
13Modern Wealth Management, LLC5K
$250K
New
+5K sh
Q2 2026
14Envestnet Portfolio Solutions, Inc.4K
$221K
New
+4K sh
Q2 2026
15Citadel Advisors LLC4K
$214K
New
+4K sh
Q2 2026
16Private Trust Co Na1K
$56K
New
+1K sh
Q2 2026
17Fifth Third Bancorp160
$8K
New
+160 sh
Q1 2026
18Sunrise Financial Services, LLC100
$5K
Held
Q2 2026
19AE Wealth Management LLC30
$2K
New
+30 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.

Is IROC being bought or sold by institutions?

Last quarter, 3 funds opened a new position in IROC and 3 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
3
funds took a first position
Added
3
added to an existing position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own IROC also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA9 funds$3.0B
Amazon.com IncAMZN9 funds$2.9B
Apple IncAAPL9 funds$2.9B
Microsoft CorpMSFT9 funds$1.8B
Broadcom IncAVGO9 funds$1.4B
Alphabet Inc-CL AGOOGL9 funds$1.3B
Alphabet Inc-CL CGOOG9 funds$1.1B
BlackRock IncBLK9 funds$1.1B
Advanced Micro DevicesAMD9 funds$1.1B
JPMorgan Chase & CoJPM9 funds$939.8M
Abbvie IncABBV9 funds$900.3M
SS SPDR S&P 500 ETF Trust-USSPY9 funds$886.0M

Ranked by how many of IROC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IROC.

Institutional ownership over time

10 tracked filers in Q2 2026 filingsstill filing
0714Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $14.0M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
GSYmc288 funds$2.4B
GTOmc188 funds$1.8B
VRIGmc159 funds$802.2M
ICLOmc83 funds$299.0M
RSPAmc76 funds$229.1M
EFAAmc62 funds$231.7M
QQAmc60 funds$216.6M
PSRmc46 funds$22.5M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for IROC

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Ask your agent what changed in IROC

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/IROC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for IROC.
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 IROC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.