290 tracked 13F filers disclose a position in IYE as of the latest SEC 13F filings, a combined $930.9M 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 | MORGAN STANLEY | $116.8M | 1.8M | ▼−0.3% Reduced · −6K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $98.9M | 1.5M | ▲+57% Added · +552K sh | Q1 2026 | |
| 3 | PGIM Custom Harvest LLC | $94.5M | 1.5M | ▲+0.5% Added · +8K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $62.9M | 971K | ▲+3.9% Added · +36K sh | Q1 2026 | |
| 5 | BNP PARIBAS FINANCIAL MARKETS | $52.0M | 803K | ▲33× Added · +778K sh | Q1 2026 | |
| 6 | GOLDMAN SACHS GROUP INC | $46.8M | 723K | —Held | Q1 2026 | |
| 7 | LPL Financial LLC | $40.6M | 626K | ▲+32% Added · +152K sh | Q1 2026 | |
| 8 | UBS Group AG | $39.7M | 613K | ▲+1.6% Added · +9K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $25.1M | 388K | ▲+8.5% Added · +30K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $19.7M | 304K | ▼−15% Reduced · −52K sh | Q1 2026 | |
| 11 | Camarda Financial Advisors, LLC | $13.5M | 239K | ▲New +239K sh | Q2 2026 | |
| 12 | JPMORGAN CHASE & CO | $11.8M | 179K | ▲+136% Added · +103K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $11.3M | 175K | ▲+15% Added · +23K sh | Q1 2026 | |
| 14 | TUDOR INVESTMENT CORP ET AL | $11.2M | 173K | ▲10× Added · +156K sh | Q1 2026 | |
| 15 | MARSHALL WACE, LLP | $10.3M | 159K | ▲New +159K sh | Q1 2026 | |
| 16 | Mariner, LLC | $9.0M | 140K | ▼−0.7% Reduced · −976 sh | Q1 2026 | |
| 17 | Summit Financial Consulting LLC | $7.4M | 131K | ▲New +131K sh | Q2 2026 | |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.2M | 126K | ▲+161% Added · +78K sh | Q1 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $7.7M | 119K | ▲+3.3% Added · +4K sh | Q1 2026 | |
| 20 | Allianz Asset Management GmbH | $7.7M | 119K | ▲New +119K sh | Q1 2026 | |
| 21 | AE Wealth Management LLC | $7.2M | 111K | ▲15× Added · +104K sh | Q1 2026 | |
| 22 | JONES FINANCIAL COMPANIES LLLP | $7.3M | 110K | ▲+14% Added · +14K sh | Q1 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $6.9M | 106K | ▲+134% Added · +61K sh | Q1 2026 | |
| 24 | AMG National Trust Bank | $5.9M | 104K | ▼−3.3% Reduced · −4K sh | Q2 2026 | |
| 25 | Cetera Investment Advisers | $6.7M | 103K | ▼−0.9% Reduced · −928 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.
Last quarter, 9 funds opened a new position in IYE and 16 added to an existing one, while 14 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 153 funds | $54.7B |
| NVIDIA CORPNVDA | 152 funds | $82.1B |
| APPLE INCAAPL | 152 funds | $72.1B |
| AMAZON.COM INCAMZN | 151 funds | $39.2B |
| ALPHABET INC-CL AGOOGL | 147 funds | $37.6B |
| ALPHABET INC-CL CGOOG | 144 funds | $20.9B |
| JPMORGAN CHASE & COJPM | 142 funds | $17.1B |
| BROADCOM INCAVGO | 141 funds | $27.3B |
| META PLATFORMS INC-CLASS AMETA | 140 funds | $20.8B |
| INVESCO QQQ TRUST SERIES 1QQQ | 139 funds | $5.6B |
| WALMART INCWMT | 138 funds | $12.7B |
| COSTCO WHOLESALE CORPCOST | 138 funds | $10.1B |
Ranked by how many of IYE's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for IYE
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/IYE/capital-change-brief"
Use Arkolith's capital_change_brief for IYE. 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 IYE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.