35 tracked 13F filers disclose a position in IYRI as of the latest SEC 13F filings, a combined $36.3M 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 | Gradient Investments LLC | $8.2M | 167K | ▲+2.3% Added · +4K sh | Q2 2026 | |
| 2 | GFS Advisors, LLC | Withheld | 160K | ▲New +160K sh | Q2 2026 | |
| 3 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $6.9M | 141K | ▲+1.6% Added · +2K sh | Q2 2026 | |
| 4 | MADDEN SECURITIES Corp | $4.9M | 100K | ▼−0.9% Reduced · −875 sh | Q2 2026 | |
| 5 | RFG Advisory, LLC | $3.2M | 65K | ▲+25% Added · +13K sh | Q2 2026 | |
| 6 | Moran Wealth Management, LLC | $2.4M | 48K | ▲+32% Added · +12K sh | Q2 2026 | |
| 7 | Cherry Creek Investment Advisors, Inc. | $2.1M | 43K | ▲+6.2% Added · +3K sh | Q2 2026 | |
| 8 | JANE STREET GROUP, LLC | $1.0M | 22K | ▼−31% Reduced · −10K sh | Q1 2026 | |
| 9 | Summit Financial, LLC | $1.0M | 22K | ▲+394% Added · +18K sh | Q1 2026 | |
| 10 | CAP Partners, LLC | $914K | 19K | ▲+24% Added · +4K sh | Q2 2026 | |
| 11 | STIFEL FINANCIAL CORP | $797K | 17K | ▲New +17K sh | Q1 2026 | |
| 12 | High Net Worth Advisory Group LLC | $792K | 16K | ▼−0.5% Reduced · −80 sh | Q2 2026 | |
| 13 | PVG ASSET MANAGEMENT CORP | $615K | 13K | ▲+12% Added · +1K sh | Q2 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $500K | 11K | ▲+8.1% Added · +793 sh | Q1 2026 | |
| 15 | D.A. DAVIDSON & CO. | $502K | 10K | ▲New +10K sh | Q2 2026 | |
| 16 | Core Wealth Advisors, Inc. | $397K | 8K | ▲New +8K sh | Q1 2026 | |
| 17 | Cresset Asset Management, LLC | $372K | 8K | ▼−2.4% Reduced · −195 sh | Q1 2026 | |
| 18 | HighTower Advisors, LLC | $299K | 6K | ▲+3.3% Added · +201 sh | Q1 2026 | |
| 19 | INDEPENDENT FINANCIAL GROUP, LLC | $295K | 6K | ▲New +6K sh | Q2 2026 | |
| 20 | Compound Planning, Inc. | $246K | 5K | ▲New +5K sh | Q2 2026 | |
| 21 | WORLD EQUITY GROUP, INC. | $216K | 4K | ▲+2.8% Added · +118 sh | Q2 2026 | |
| 22 | ROYAL BANK OF CANADA | $187K | 4K | ▲+296% Added · +3K sh | Q1 2026 | |
| 23 | CWM, LLC | $133K | 3K | ▲+0.1% Added · +4 sh | Q1 2026 | |
| 24 | US BANCORP \DE\ | $96K | 2K | ▲New +2K sh | Q1 2026 | |
| 25 | CoreCap Advisors, LLC | $38K | 800 | —Held | 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, 6 funds opened a new position in IYRI and 11 added to an existing one, while 3 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 |
|---|---|---|
| NVIDIA CORPNVDA | 21 funds | $2.3B |
| MICROSOFT CORPMSFT | 21 funds | $1.2B |
| ALPHABET INC-CL CGOOG | 21 funds | $863.0M |
| BROADCOM INCAVGO | 21 funds | $733.9M |
| PALANTIR TECHNOLOGIES INC-APLTR | 21 funds | $277.3M |
| GE VERNOVA INCGEV | 21 funds | $94.5M |
| APPLE INCAAPL | 20 funds | $2.1B |
| VANGUARD S&P 500 ETFVOO | 20 funds | $1.1B |
| AMAZON.COM INCAMZN | 20 funds | $1.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 20 funds | $822.4M |
| JPMORGAN CHASE & COJPM | 20 funds | $495.5M |
| META PLATFORMS INC-CLASS AMETA | 20 funds | $478.5M |
Ranked by how many of IYRI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SPYImc | 330 funds | $1.4B |
| QQQImc | 268 funds | $968.3M |
| CSHImc | 102 funds | $363.3M |
| IWMImc | 77 funds | $130.4M |
| QQQHmc | 73 funds | $60.4M |
| IAUImc | 45 funds | $40.6M |
| BTCImc | 43 funds | $22.4M |
| IYRIthis pagemc | 35 funds | $36.4M |
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 IYRI
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/IYRI/capital-change-brief"
Use Arkolith's capital_change_brief for IYRI. 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 IYRI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.