45 tracked 13F filers disclose a position in IYLD as of the latest SEC 13F filings, a combined $30.3M 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 | $7.1M | 325K | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $5.7M | 263K | ▲+11% Added · +25K sh | Q1 2026 | |
| 3 | Perigon Wealth Management, LLC | $1.7M | 77K | ▲+0.6% Added · +488 sh | Q1 2026 | |
| 4 | Kestra Advisory Services, LLC | $1.6M | 73K | ▼−40% Reduced · −49K sh | Q2 2026 | |
| 5 | ROYAL BANK OF CANADA | $1.5M | 71K | ▼−63% Reduced · −121K sh | Q1 2026 | |
| 6 | Elevation Capital Advisory, LLC | $1.3M | 60K | ▲New +60K sh | Q2 2026 | |
| 7 | Kovack Advisors, Inc. | $1.2M | 55K | ▼−9.8% Reduced · −6K sh | Q2 2026 | |
| 8 | LPL Financial LLC | $1.2M | 53K | ▼−44% Reduced · −42K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $1.0M | 48K | ▼−6.2% Reduced · −3K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $886K | 41K | ▼−0.9% Reduced · −368 sh | Q1 2026 | |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $813K | 37K | ▲New +37K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $506K | 23K | ▲+47% Added · +7K sh | Q1 2026 | |
| 13 | JPMORGAN CHASE & CO | $485K | 23K | —Held | Q1 2026 | |
| 14 | HighTower Advisors, LLC | $484K | 22K | ▲~0% Added · +5 sh | Q1 2026 | |
| 15 | JONES FINANCIAL COMPANIES LLLP | $453K | 21K | ▲+214% Added · +14K sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $458K | 21K | ▼−18% Reduced · −5K sh | Q1 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $452K | 21K | ▼−0.5% Reduced · −115 sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $377K | 17K | ▲+24% Added · +3K sh | Q1 2026 | |
| 19 | AMERIPRISE FINANCIAL INC | $305K | 14K | ▲+6.6% Added · +870 sh | Q1 2026 | |
| 20 | MML INVESTORS SERVICES, LLC | $295K | 14K | ▼−12% Reduced · −2K sh | Q1 2026 | |
| 21 | HANCOCK WHITNEY CORP | $279K | 13K | ▲+8.5% Added · +987 sh | Q1 2026 | |
| 22 | First Heartland Consultants, Inc. | $273K | 12K | ▼−23% Reduced · −4K sh | Q2 2026 | |
| 23 | IHT Wealth Management, LLC | $262K | 12K | ▼−7.1% Reduced · −917 sh | Q1 2026 | |
| 24 | Worth Financial Advisory Group, LLC | $246K | 11K | ▲Added Added · +11K sh | Q2 2026 | |
| 25 | STIFEL FINANCIAL CORP | $218K | 10K | ▼−17% 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, 3 funds opened a new position in IYLD and 4 added to an existing one, while 4 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 |
|---|---|---|
| AMAZON.COM INCAMZN | 14 funds | $584.4M |
| INVESCO QQQ TRUST SERIES 1QQQ | 14 funds | $564.9M |
| SCHWAB US DVD EQUITY ETFSCHD | 14 funds | $203.7M |
| SS SPDR P S&P 500 GROWTH ETFSPYG | 14 funds | $71.8M |
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $1.3B |
| APPLE INCAAPL | 13 funds | $1.2B |
| NVIDIA CORPNVDA | 13 funds | $1.0B |
| VANGUARD S&P 500 ETFVOO | 13 funds | $672.3M |
| MICROSOFT CORPMSFT | 13 funds | $650.5M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $534.0M |
| ALPHABET INC-CL AGOOGL | 13 funds | $487.0M |
| BROADCOM INCAVGO | 13 funds | $354.4M |
Ranked by how many of IYLD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| IEFAmc | 1766 funds | $142.0B |
| QUALmc | 1228 funds | $37.6B |
| MTUMmc | 869 funds | $17.9B |
| IXUScs | 790 funds | $41.1B |
| VLUEmc | 467 funds | $7.5B |
| ISTBmc | 300 funds | $2.4B |
| SIZEUIT EXCHANGE TRADED | 63 funds | $319.2M |
| IYLDthis pagemc | 45 funds | $30.3M |
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 IYLD
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/IYLD/capital-change-brief"
Use Arkolith's capital_change_brief for IYLD. 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 IYLD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.