Among active 13F managers last quarter, 3 opened and 14 added, while 13 reduced; the largest holder to move was Apella Capital, LLC (−0.5%).
282 tracked 13F filers disclose a position in IYY as of the latest SEC 13F filings, a combined $619.6M 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 | 424K | $67.3M | ▼−3.1% Reduced · −13K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 305K | $48.2M | ▼−2.3% Reduced · −7K sh | Q1 2026 | |
| 3 | Bank Of America Corp | 249K | $39.5M | ▲+28% Added · +54K sh | Q1 2026 | |
| 4 | Savant Capital, LLC | 154K | $28.2M | ▼−0.1% Reduced · −224 sh | Q2 2026 | |
| 5 | PNC Financial Services Group, Inc. | 140K | $22.2M | ▼−2.0% Reduced · −3K sh | Q1 2026 | |
| 6 | Wells Fargo & Company | 129K | $20.4M | ▼−2.2% Reduced · −3K sh | Q1 2026 | |
| 7 | Commonwealth Equity Services, LLC | 100K | $15.8M | ▼−0.5% Reduced · −543 sh | Q1 2026 | |
| 8 | Raymond James Financial Inc | 96K | $15.3M | ▲+6.0% Added · +5K sh | Q1 2026 | |
| 9 | Apella Capital, LLC | 84K | $15.4M | ▼−0.5% Reduced · −456 sh | Q2 2026 | |
| 10 | Osaic Holdings, Inc. | 79K | $12.5M | ▲+24% Added · +15K sh | Q1 2026 | |
| 11 | Royal Bank Of Canada | 78K | $12.3M | ▲+1.3% Added · +1K sh | Q1 2026 | |
| 12 | Rothschild Wealth LLC | 72K | $13.1M | ▼−5.2% Reduced · −4K sh | Q2 2026 | |
| 13 | Cetera Investment Advisers | 61K | $9.7M | ▼−1.5% Reduced · −936 sh | Q1 2026 | |
| 14 | UBS Group AG | 57K | $9.0M | ▼−10% Reduced · −6K sh | Q1 2026 | |
| 15 | Kestra Advisory Services, LLC | 48K | $8.7M | ▼−55% Reduced · −58K sh | Q2 2026 | |
| 16 | COFG Advisors, LLC | 45K | $8.2M | ▲New +45K sh | Q2 2026 | |
| 17 | Envestnet Asset Management Inc | 44K | $6.9M | ▼−0.4% Reduced · −164 sh | Q1 2026 | |
| 18 | Ameriprise Financial Inc | 41K | $6.4M | ▼−16% Reduced · −8K sh | Q1 2026 | |
| 19 | Bank Of Montreal | 40K | $6.4M | ▲+2.9% Added · +1K sh | Q1 2026 | |
| 20 | Elevation Capital Advisory, LLC | 39K | $7.1M | ▲New +39K sh | Q2 2026 | |
| 21 | Creative Planning | 38K | $6.0M | ▲+3.2% Added · +1K sh | Q1 2026 | |
| 22 | Steinberganna Wealth Management | 36K | $6.6M | ▼−0.9% Reduced · −333 sh | Q2 2026 | |
| 23 | FMR LLC | 36K | $5.7M | ▲+6.1% Added · +2K sh | Q1 2026 | |
| 24 | Wealth Enhancement Advisory Services, LLC | 35K | $6.5M | ▼−2.8% Reduced · −1K sh | Q2 2026 | |
| 25 | MAI Capital Management | 31K | $5.0M | ▼−4.5% Reduced · −1K 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 IYY and 14 added to an existing one, while 13 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 |
|---|---|---|
| Apple IncAAPL | 152 funds | $66.5B |
| Amazon.com IncAMZN | 152 funds | $42.2B |
| JPMorgan Chase & CoJPM | 151 funds | $16.8B |
| Microsoft CorpMSFT | 150 funds | $59.1B |
| Nvidia CorpNVDA | 149 funds | $77.7B |
| Alphabet Inc-CL CGOOG | 149 funds | $26.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 149 funds | $10.2B |
| Alphabet Inc-CL AGOOGL | 148 funds | $34.0B |
| Ishares Core S&P 500 ETFIVV | 147 funds | $16.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 147 funds | $8.9B |
| Walmart IncWMT | 145 funds | $10.8B |
| Tesla IncTSLA | 144 funds | $14.1B |
Ranked by how many of IYY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IYY.
No filings captured for this ticker in the live stream yet.
Connected entities for IYY
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/IYY/capital-change-brief"
Use Arkolith's capital_change_brief for IYY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for IYY. Filings are public domain, sourced to SEC EDGAR.