248 tracked 13F filers disclose a position in IYG as of the latest SEC 13F filings, a combined $1.4B 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 | Dynasty Wealth Management, LLC | $139.8M | 1.5M | ▼−29% Reduced · −634K sh | Q2 2026 | |
| 2 | RiverFront Investment Group, LLC | $137.8M | 1.5M | ▲+3.1% Added · +45K sh | Q2 2026 | |
| 3 | JPMORGAN CHASE & CO | $112.6M | 1.4M | ▲+35% Added · +362K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $103.2M | 1.2M | ▼−6.2% Reduced · −83K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $85.7M | 1.0M | ▼−4.2% Reduced · −45K sh | Q1 2026 | |
| 6 | GOLDMAN SACHS GROUP INC | $85.6M | 1.0M | ▲+1.1% Added · +12K sh | Q1 2026 | |
| 7 | SAGESPRING WEALTH PARTNERS, LLC | $66.9M | 740K | ▼−17% Reduced · −156K sh | Q2 2026 | |
| 8 | OpenArc Corporate Advisory, LLC | $44.1M | 488K | ▼−36% Reduced · −278K sh | Q2 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $39.0M | 470K | ▼−1.1% Reduced · −5K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $38.7M | 467K | ▼−2.6% Reduced · −12K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $37.3M | 451K | ▲+0.1% Added · +707 sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $34.8M | 420K | ▼−5.4% Reduced · −24K sh | Q1 2026 | |
| 13 | PGIM Custom Harvest LLC | $30.3M | 365K | ▲+23% Added · +69K sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $29.4M | 355K | ▲+0.1% Added · +239 sh | Q1 2026 | |
| 15 | Kozak & Associates, Inc. | $28.2M | 305K | ▼−29% Reduced · −125K sh | Q2 2026 | |
| 16 | Circle Wealth Management, LLC | $24.4M | 295K | —Held | Q1 2026 | |
| 17 | AMERIPRISE FINANCIAL INC | $16.5M | 199K | ▼−12% Reduced · −28K sh | Q1 2026 | |
| 18 | BANK OF MONTREAL /CAN/ | $15.5M | 187K | ▲+12% Added · +21K sh | Q1 2026 | |
| 19 | TWO SIGMA INVESTMENTS, LP | $15.5M | 187K | ▲New +187K sh | Q1 2026 | |
| 20 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P | $13.9M | 153K | ▲+3.9% Added · +6K sh | Q2 2026 | |
| 21 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $12.3M | 148K | ▼−1.6% Reduced · −2K sh | Q1 2026 | |
| 22 | Private Advisor Group, LLC | $12.0M | 133K | ▼−36% Reduced · −76K sh | Q2 2026 | |
| 23 | ARKANSAS FINANCIAL GROUP, INC. | $11.8M | 130K | ▲+2.0% Added · +3K sh | Q2 2026 | |
| 24 | SAM Advisors, LLC | $10.8M | 119K | ▲+5.1% Added · +6K sh | Q2 2026 | |
| 25 | Baltimore-Washington Financial Advisors, Inc. | $10.5M | 116K | ▼−73% Reduced · −312K 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, 2 funds opened a new position in IYG and 16 added to an existing one, while 15 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 | 124 funds | $41.6B |
| AMAZON.COM INCAMZN | 124 funds | $29.2B |
| NVIDIA CORPNVDA | 123 funds | $59.7B |
| APPLE INCAAPL | 123 funds | $49.8B |
| ALPHABET INC-CL AGOOGL | 123 funds | $24.1B |
| JPMORGAN CHASE & COJPM | 121 funds | $11.7B |
| ALPHABET INC-CL CGOOG | 120 funds | $18.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 120 funds | $6.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 120 funds | $5.2B |
| JOHNSON & JOHNSONJNJ | 119 funds | $8.3B |
| BROADCOM INCAVGO | 118 funds | $21.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 118 funds | $9.2B |
Ranked by how many of IYG'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 IYG
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/IYG/capital-change-brief"
Use Arkolith's capital_change_brief for IYG. 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 IYG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.