IROC

Invesco Rochester High YieldETF$50.38 0.09%
UnclassifiedUSCUSIP 46090A747· EOD Jul 31, 2026◍ Confluence graph
Tracked 13F Holders
16
-6 QoQ
13F Value (tracked)
$17.6M
13F Moves · latest Q
6 added
0 trimmed
Recent Filings
0

Price & smart-money activity

$50.38 0.09%4Y +0.3%
$47.20$48.44$49.69$50.93$52.17202220232024202520262245
Hover for who · click for detailEnd-of-day closing prices52w $49.46 – $51.57

Who owns IROC?

16 tracked 13F filers

16 tracked 13F filers disclose a position in IROC as of the latest SEC 13F filings, a combined $17.6M 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.

#FundPosition valueSharesLast moveAs ofHistory
1ASHTON THOMAS SECURITIES, LLC
$3.7M
72K
New
+72K sh
Q2 2026
2ABLE Financial Group, LLC
$3.5M
68K
+26%
Added · +14K sh
Q2 2026
3Arax Advisory Partners
$2.2M
44K
New
+44K sh
Q1 2026
4Gladstone Institutional Advisory LLC
$2.0M
40K
+2.7%
Added · +1K sh
Q2 2026
5JANE STREET GROUP, LLC
$1.3M
26K
−43%
Reduced · −20K sh
Q1 2026
6Cetera Investment Advisers
$946K
19K
+20%
Added · +3K sh
Q1 2026
7MGO ONE SEVEN LLC
$923K
18K
New
+18K sh
Q2 2026
8OSAIC HOLDINGS, INC.
$752K
15K
+82%
Added · +7K sh
Q1 2026
9LPL Financial LLC
$744K
15K
+98%
Added · +7K sh
Q1 2026
10Sanctuary Advisors, LLC
$511K
10K
+72%
Added · +4K sh
Q1 2026
11NAPLES GLOBAL ADVISORS, LLC
$491K
10K
+55%
Added · +3K sh
Q2 2026
12CoreCap Advisors, LLC
$269K
5K
Held
Q1 2026
13Envestnet Portfolio Solutions, Inc.
$221K
4K
New
+4K sh
Q2 2026
14PRIVATE TRUST CO NA
$56K
1K
New
+1K sh
Q2 2026
15FIFTH THIRD BANCORP
$8K
160
New
+160 sh
Q1 2026
16AE Wealth Management LLC
$2K
30
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 0 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).

Opened (NEW)
3
funds
Added
3
funds
Reduced
0
funds
Exited
0
funds

Funds that own IROC also own

CompanyCo-held byCombined value
VANGUARD S&P 500 ETFVOO7 funds$447.7M
APPLE INCAAPL7 funds$447.0M
NVIDIA CORPNVDA7 funds$416.1M
VANGUARD TOTAL STOCK MKT ETFVTI7 funds$275.8M
MICROSOFT CORPMSFT7 funds$226.6M
SS SPDR S&P 500 ETF TRUST-USSPY7 funds$215.3M
AMAZON.COM INCAMZN7 funds$209.9M
VANGUARD GROWTH ETFVUG7 funds$199.3M
INVESCO QQQ TRUST SERIES 1QQQ7 funds$197.2M
BROADCOM INCAVGO7 funds$192.0M
VANGUARD VALUE ETFVTV7 funds$181.2M
ALPHABET INC-CL AGOOGL7 funds$169.9M

Ranked by how many of IROC's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

7 funds+6 since Q3 2024
0713Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $10.9M

Share classes

Class13F holdersValue held
GSYmc252 funds$2.3B
GTOmc154 funds$1.7B
VRIGmc135 funds$759.8M
ICLOmc70 funds$283.4M
RSPAmc66 funds$216.6M
QQAmc54 funds$205.0M
EFAAmc53 funds$209.3M
PSRmc40 funds$21.9M

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

Recent filings

0 shown

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.