Among active 13F managers last quarter, 9 opened and 11 added, while 3 reduced; the largest holder to move was Gradient Investments LLC (+2.3%).
41 tracked 13F filers disclose a position in IYRI as of the latest SEC 13F filings, a combined $41.3M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | 167K | $8.2M | ▲+2.3% Added · +4K sh | Q2 2026 | |
| 2 | GFS Advisors, LLC | 160K | Withheld | ▲New +160K sh | Q2 2026 | |
| 3 | Prevail Innovative Wealth Advisors, LLC | 141K | $6.9M | ▲+1.6% Added · +2K sh | Q2 2026 | |
| 4 | Madden Securities Corp | 100K | $4.9M | ▼−0.9% Reduced · −875 sh | Q2 2026 | |
| 5 | New England Private Wealth Advisors LLC | 65K | $3.3M | ▲New +65K sh | Q2 2026 | |
| 6 | RFG Advisory, LLC | 65K | $3.2M | ▲+25% Added · +13K sh | Q2 2026 | |
| 7 | Moran Wealth Management, LLC | 48K | $2.4M | ▲+32% Added · +12K sh | Q2 2026 | |
| 8 | Cherry Creek Investment Advisors, Inc. | 43K | $2.1M | ▲+6.2% Added · +3K sh | Q2 2026 | |
| 9 | Summit Financial, LLC | 26K | $1.3M | ▲+18% Added · +4K sh | Q2 2026 | |
| 10 | Jane Street Group, LLC | 22K | $1.0M | ▼−31% Reduced · −10K sh | Q1 2026 | |
| 11 | CAP Partners, LLC | 19K | $914K | ▲+24% Added · +4K sh | Q2 2026 | |
| 12 | Stifel Financial Corp | 17K | $797K | ▲New +17K sh | Q1 2026 | |
| 13 | High Net Worth Advisory Group LLC | 16K | $792K | ▼−0.5% Reduced · −80 sh | Q2 2026 | |
| 14 | Core Wealth Advisors, Inc. | 14K | $701K | ▲+70% Added · +6K sh | Q2 2026 | |
| 15 | PVG Asset Management Corp | 13K | $615K | ▲+12% Added · +1K sh | Q2 2026 | |
| 16 | Envestnet Asset Management Inc | 11K | $500K | ▲+8.1% Added · +793 sh | Q1 2026 | |
| 17 | Steward Partners Investment Advisory, LLC | 10K | $507K | ▲New +10K sh | Q2 2026 | |
| 18 | D.A. Davidson & Co. | 10K | $502K | ▲New +10K sh | Q2 2026 | |
| 19 | Entrewealth, LLC | 10K | $495K | ▲New +10K sh | Q2 2026 | |
| 20 | Foundations Investment Advisors, LLC | 8K | $371K | ▲New +8K sh | Q2 2026 | |
| 21 | HighTower Advisors, LLC | 6K | $299K | ▲+3.3% Added · +201 sh | Q1 2026 | |
| 22 | Independent Financial Group, LLC | 6K | $295K | ▲New +6K sh | Q2 2026 | |
| 23 | Compound Planning, Inc. | 5K | $246K | ▲New +5K sh | Q2 2026 | |
| 24 | World Equity Group, Inc. | 4K | $216K | ▲+2.8% Added · +118 sh | Q2 2026 | |
| 25 | Royal Bank Of Canada | 4K | $187K | ▲+296% Added · +3K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 9 funds opened a new position in IYRI and 11 added to an existing one, while 3 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 |
|---|---|---|
| Nvidia CorpNVDA | 25 funds | $2.7B |
| Microsoft CorpMSFT | 25 funds | $1.4B |
| Alphabet Inc-CL CGOOG | 25 funds | $953.1M |
| Broadcom IncAVGO | 25 funds | $848.9M |
| Apple IncAAPL | 24 funds | $2.4B |
| Amazon.com IncAMZN | 24 funds | $1.3B |
| Vanguard S&P 500 ETFVOO | 24 funds | $1.2B |
| Invesco QQQ Trust Series 1QQQ | 24 funds | $1.0B |
| Meta Platforms Inc-Class AMETA | 24 funds | $582.2M |
| Tesla IncTSLA | 24 funds | $497.8M |
| Visa Inc-Class A SharesV | 24 funds | $389.5M |
| Walmart IncWMT | 24 funds | $347.7M |
Ranked by how many of IYRI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IYRI.
| Class | 13F holders | Value held |
|---|---|---|
| SPYImc | 409 funds | $1.5B |
| QQQImc | 334 funds | $1.1B |
| CSHImc | 122 funds | $431.6M |
| IWMImc | 97 funds | $148.2M |
| QQQHmc | 82 funds | $67.1M |
| IAUImc | 54 funds | $43.5M |
| BTCImc | 51 funds | $30.1M |
| IYRIthis pagemc | 41 funds | $41.3M |
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 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.