Among active 13F managers last quarter, 3 opened and 5 added, while 4 reduced; the largest holder to move was Elevation Capital Advisory, LLC (new position).
48 tracked 13F filers disclose a position in IYLD as of the latest SEC 13F filings, a combined $30.6M 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 | Morgan Stanley | 325K | $7.1M | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 263K | $5.7M | ▲+11% Added · +25K sh | Q1 2026 | |
| 3 | Perigon Wealth Management, LLC | 93K | $2.0M | ▲+20% Added · +15K sh | Q2 2026 | |
| 4 | Kestra Advisory Services, LLC | 73K | $1.6M | ▼−40% Reduced · −49K sh | Q2 2026 | |
| 5 | Royal Bank Of Canada | 71K | $1.5M | ▼−63% Reduced · −121K sh | Q1 2026 | |
| 6 | Elevation Capital Advisory, LLC | 60K | $1.3M | ▲New +60K sh | Q2 2026 | |
| 7 | Kovack Advisors, Inc. | 55K | $1.2M | ▼−9.8% Reduced · −6K sh | Q2 2026 | |
| 8 | LPL Financial LLC | 53K | $1.2M | ▼−44% Reduced · −42K sh | Q1 2026 | |
| 9 | Wells Fargo & Company | 48K | $1.0M | ▼−6.2% Reduced · −3K sh | Q1 2026 | |
| 10 | Commonwealth Equity Services, LLC | 41K | $886K | ▼−0.9% Reduced · −368 sh | Q1 2026 | |
| 11 | Susquehanna International Group, LLP | 37K | $813K | ▲New +37K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | 23K | $506K | ▲+47% Added · +7K sh | Q1 2026 | |
| 13 | JPMorgan Chase & Co | 23K | $485K | —Held | Q1 2026 | |
| 14 | HighTower Advisors, LLC | 22K | $484K | ▲~0% Added · +5 sh | Q1 2026 | |
| 15 | Jones Financial Companies LLLP | 21K | $453K | ▲+214% Added · +14K sh | Q1 2026 | |
| 16 | Raymond James Financial Inc | 21K | $458K | ▼−18% Reduced · −5K sh | Q1 2026 | |
| 17 | Envestnet Asset Management Inc | 21K | $452K | ▼−0.5% Reduced · −115 sh | Q1 2026 | |
| 18 | Osaic Holdings, Inc. | 17K | $377K | ▲+24% Added · +3K sh | Q1 2026 | |
| 19 | MML Investors Services, LLC | 16K | $365K | ▲+22% Added · +3K sh | Q2 2026 | |
| 20 | Ameriprise Financial Inc | 14K | $305K | ▲+6.6% Added · +870 sh | Q1 2026 | |
| 21 | Hancock Whitney Corp | 13K | $279K | ▲+8.5% Added · +987 sh | Q1 2026 | |
| 22 | First Heartland Consultants, Inc. | 12K | $273K | ▼−23% Reduced · −4K sh | Q2 2026 | |
| 23 | Worth Financial Advisory Group, LLC | 11K | $246K | ▲Added Added · +11K sh | Q2 2026 | |
| 24 | Stifel Financial Corp | 10K | $218K | ▼−17% Reduced · −2K sh | Q1 2026 | |
| 25 | LVW Advisors, LLC | 9K | $209K | —Held | 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, 3 funds opened a new position in IYLD and 5 added to an existing one, while 4 reduced. 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 |
|---|---|---|
| Amazon.com IncAMZN | 17 funds | $668.2M |
| Invesco QQQ Trust Series 1QQQ | 17 funds | $664.3M |
| Schwab US DVD Equity ETFSCHD | 17 funds | $225.9M |
| SS SPDR P S&P 500 Growth ETFSPYG | 17 funds | $87.0M |
| Ishares Core S&P 500 ETFIVV | 16 funds | $1.4B |
| Apple IncAAPL | 16 funds | $1.4B |
| Nvidia CorpNVDA | 16 funds | $1.2B |
| Vanguard S&P 500 ETFVOO | 16 funds | $754.8M |
| Microsoft CorpMSFT | 16 funds | $744.8M |
| SS SPDR S&P 500 ETF Trust-USSPY | 16 funds | $611.0M |
| Alphabet Inc-CL AGOOGL | 16 funds | $562.7M |
| Broadcom IncAVGO | 16 funds | $414.3M |
Ranked by how many of IYLD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IYLD.
| Class | 13F holders | Value held |
|---|---|---|
| IEFAmc | 2246 funds | $148.3B |
| QUALmc | 1523 funds | $39.3B |
| MTUMmc | 1112 funds | $20.0B |
| IXUScs | 975 funds | $44.6B |
| VLUEmc | 570 funds | $8.4B |
| ISTBmc | 369 funds | $2.8B |
| SIZEUIT EXCHANGE TRADED | 68 funds | $342.6M |
| IYLDthis pagemc | 48 funds | $30.6M |
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.