183 tracked 13F filers disclose a position in IYY as of the latest SEC 13F filings, a combined $529.0M 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 | $67.3M | 424K | ▼−3.1% Reduced · −13K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $48.2M | 305K | ▼−2.3% Reduced · −7K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $39.5M | 249K | ▲+28% Added · +54K sh | Q1 2026 | |
| 4 | Savant Capital, LLC | $24.5M | 155K | ▼−0.1% Reduced · −194 sh | Q1 2026 | |
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | $22.2M | 140K | ▼−2.0% Reduced · −3K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $20.4M | 129K | ▼−2.2% Reduced · −3K sh | Q1 2026 | |
| 7 | Kestra Advisory Services, LLC | $16.7M | 105K | ▲+203% Added · +71K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $15.8M | 100K | ▼−0.5% Reduced · −543 sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $15.3M | 96K | ▲+6.0% Added · +5K sh | Q1 2026 | |
| 10 | Apella Capital, LLC | $15.4M | 84K | ▼−0.5% Reduced · −456 sh | Q2 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $12.5M | 79K | ▲+24% Added · +15K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $12.3M | 78K | ▲+1.3% Added · +1K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $9.7M | 61K | ▼−1.5% Reduced · −936 sh | Q1 2026 | |
| 14 | UBS Group AG | $9.0M | 57K | ▼−10% Reduced · −6K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $6.9M | 44K | ▼−0.4% Reduced · −164 sh | Q1 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $6.4M | 41K | ▼−16% Reduced · −8K sh | Q1 2026 | |
| 17 | BANK OF MONTREAL /CAN/ | $6.4M | 40K | ▲+2.9% Added · +1K sh | Q1 2026 | |
| 18 | Creative Planning | $6.0M | 38K | ▲+3.2% Added · +1K sh | Q1 2026 | |
| 19 | FMR LLC | $5.7M | 36K | ▲+6.1% Added · +2K sh | Q1 2026 | |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.5M | 35K | ▼−2.8% Reduced · −1K sh | Q2 2026 | |
| 21 | MAI Capital Management | $5.0M | 31K | ▼−4.5% Reduced · −1K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $4.8M | 30K | ▼−4.5% Reduced · −1K sh | Q1 2026 | |
| 23 | ASPIRIANT, LLC | $5.4M | 30K | —Held | Q2 2026 | |
| 24 | ARKANSAS FINANCIAL GROUP, INC. | $5.4M | 30K | ▲+6.2% Added · +2K sh | Q2 2026 | |
| 25 | FIFTH THIRD BANCORP | $4.7M | 30K | ▲83× Added · +29K 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 14 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 | 95 funds | $26.0B |
| ISHARES CORE S&P 500 ETFIVV | 95 funds | $24.6B |
| MICROSOFT CORPMSFT | 95 funds | $21.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 95 funds | $18.2B |
| ALPHABET INC-CL AGOOGL | 95 funds | $14.5B |
| JPMORGAN CHASE & COJPM | 95 funds | $10.0B |
| ALPHABET INC-CL CGOOG | 95 funds | $9.4B |
| JOHNSON & JOHNSONJNJ | 95 funds | $5.6B |
| VISA INC-CLASS A SHARESV | 95 funds | $5.6B |
| ELI LILLY & COLLY | 95 funds | $5.4B |
| COSTCO WHOLESALE CORPCOST | 95 funds | $5.3B |
| WALMART INCWMT | 95 funds | $5.3B |
Ranked by how many of IYY's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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 + end-of-day price history + the live filing stream, joined for IYY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.