495 tracked 13F filers disclose a position in IYH 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 | UBS Group AG | $155.7M | 2.5M | ▲+110% Added · +1.3M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $137.4M | 2.2M | ▼−1.8% Reduced · −41K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $94.3M | 1.5M | ▼−0.7% Reduced · −11K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $87.0M | 1.4M | ▼−6.3% Reduced · −94K sh | Q1 2026 | |
| 5 | PGIM Custom Harvest LLC | $65.9M | 1.1M | ▲+53% Added · +370K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $64.5M | 1.0M | ▲+15% Added · +135K sh | Q1 2026 | |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $61.8M | 1.0M | ▼−4.2% Reduced · −44K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $55.5M | 900K | ▲+7.8% Added · +65K sh | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $42.8M | 694K | ▲+15% Added · +91K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $41.4M | 672K | ▲+6.2% Added · +39K sh | Q1 2026 | |
| 11 | Kestra Advisory Services, LLC | $28.2M | 420K | ▼−0.2% Reduced · −723 sh | Q2 2026 | |
| 12 | Oakworth Capital, Inc. | $25.7M | 417K | ▲+1.6% Added · +7K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $23.2M | 376K | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $21.6M | 350K | ▼−5.3% Reduced · −20K sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | $17.8M | 288K | ▲~0% Added · +21 sh | Q1 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $16.8M | 273K | ▼−12% Reduced · −37K sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | $12.7M | 206K | ▲+6.2% Added · +12K sh | Q1 2026 | |
| 18 | JONES FINANCIAL COMPANIES LLLP | $10.6M | 177K | ▲+10.0% Added · +16K sh | Q1 2026 | |
| 19 | Concurrent Investment Advisors, LLC | $11.0M | 164K | ▲+10% Added · +15K sh | Q2 2026 | |
| 20 | CONSOLIDATED CAPITAL MANAGEMENT, LLC | $10.5M | 157K | ▲+1.7% Added · +3K sh | Q2 2026 | |
| 21 | ARKANSAS FINANCIAL GROUP, INC. | $10.5M | 156K | ▲+20% Added · +26K sh | Q2 2026 | |
| 22 | JPMORGAN CHASE & CO | $8.2M | 136K | ▲+7.3% Added · +9K sh | Q1 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $8.1M | 132K | ▲+11% Added · +13K sh | Q1 2026 | |
| 24 | Steward Partners Investment Advisory, LLC | $8.5M | 127K | ▲+14% Added · +16K sh | Q2 2026 | |
| 25 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $7.2M | 117K | ▼−1.9% Reduced · −2K 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, 2 funds opened a new position in IYH and 24 added to an existing one, while 19 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 | 304 funds | $84.3B |
| AMAZON.COM INCAMZN | 304 funds | $64.6B |
| NVIDIA CORPNVDA | 303 funds | $120.4B |
| APPLE INCAAPL | 303 funds | $101.0B |
| ALPHABET INC-CL AGOOGL | 300 funds | $59.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 296 funds | $20.4B |
| JPMORGAN CHASE & COJPM | 293 funds | $30.1B |
| META PLATFORMS INC-CLASS AMETA | 290 funds | $32.6B |
| ALPHABET INC-CL CGOOG | 287 funds | $33.8B |
| BROADCOM INCAVGO | 284 funds | $45.4B |
| JOHNSON & JOHNSONJNJ | 284 funds | $18.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 284 funds | $15.3B |
Ranked by how many of IYH'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 IYH
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/IYH/capital-change-brief"
Use Arkolith's capital_change_brief for IYH. 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 IYH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.