Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was Financial Gravity Companies, Inc. (new position).
1 tracked 13F filer discloses a position in IUESX as of the latest SEC 13F filings, a combined $20K 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 | Financial Gravity Companies, Inc. | 585 | $20K | ▲New +585 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, 1 fund opened a new position in IUESX, 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).
| Company | Co-held by | Their position there |
|---|---|---|
| Ishares Intl Aggregate BondIAGG | 1 funds | $32.4M |
| Xtrackers Usd High Yield CorHYLB | 1 funds | $28.6M |
| SS SPDR P S&P 600 Small CapSPSM | 1 funds | $24.3M |
| Ishares 0-5 Yr Hy Corp BondSHYG | 1 funds | $23.8M |
| Wisdomtree US Large Cap FundEPS | 1 funds | $23.7M |
| SS SPDR P S&P 400 Midcap ETFSPMD | 1 funds | $20.8M |
| XTRS Low Beta Hi Yield ETFHYDW | 1 funds | $19.7M |
| SS SPDR P S&P 500 Growth ETFSPYG | 1 funds | $19.6M |
| SS SPDR P Int C Corp ETFSPIB | 1 funds | $19.3M |
| Ishares 0-5 Year Tips Bond ESTIP | 1 funds | $19.2M |
| State Street SP PTF Em ETFSPEM | 1 funds | $16.1M |
| SS SPDR P S&P 500 Hi Div ETFSPYD | 1 funds | $15.2M |
Ranked by how many of IUESX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IUESX.
| Class | 13F holders | Value held |
|---|---|---|
| JLGMXLARGE CAP GWT R6 | 1 funds | $35.5M |
| IUESXthis pageEQUITY FUNDS | 1 funds | $20K |
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 IUESX
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/IUESX/capital-change-brief"
Use Arkolith's capital_change_brief for IUESX. 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 IUESX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.