Among active 13F managers last quarter, 12 opened and 20 added, while 15 reduced; the largest holder to move was Advisory Services Network, LLC (+189%).
191 tracked 13F filers disclose a position in IYZ as of the latest SEC 13F filings, a combined $751.4M 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 | 1.9M | $73.3M | ▼−7.3% Reduced · −147K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 1.8M | $70.2M | ▲+26% Added · +363K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 1.7M | $67.7M | ▲+183% Added · +1.1M sh | Q1 2026 | |
| 4 | Wells Fargo & Company | 1.6M | $64.3M | ▲+652% Added · +1.4M sh | Q1 2026 | |
| 5 | Citigroup Inc | 1.2M | $47.8M | ▼−43% Reduced · −911K sh | Q1 2026 | |
| 6 | MML Investors Services, LLC | 963K | $40.7M | ▲42× Added · +940K sh | Q2 2026 | |
| 7 | MinichMacGregor Wealth Management, LLC | 497K | $21.0M | ▲New +497K sh | Q2 2026 | |
| 8 | Advisory Services Network, LLC | 410K | $16.1M | ▲+189% Added · +268K sh | Q1 2026 | |
| 9 | Zurich Insurance Group Ltd | 405K | $15.9M | ▼−15% Reduced · −69K sh | Q1 2026 | |
| 10 | BNP Paribas Financial Markets | 394K | $15.5M | ▼−39% Reduced · −251K sh | Q1 2026 | |
| 11 | Goldman Sachs Group Inc | 369K | $14.5M | ▼−19% Reduced · −85K sh | Q1 2026 | |
| 12 | Camarda Financial Advisors, LLC | 343K | $14.5M | ▲New +343K sh | Q2 2026 | |
| 13 | Raymond James Financial Inc | 333K | $13.1M | ▼−12% Reduced · −45K sh | Q1 2026 | |
| 14 | Equitable Holdings, Inc. | 327K | $13.8M | ▲+13% Added · +37K sh | Q2 2026 | |
| 15 | Prospera Financial Services Inc | 326K | $13.8M | ▲25× Added · +313K sh | Q2 2026 | |
| 16 | Royal Bank Of Canada | 263K | $10.3M | ▼−13% Reduced · −38K sh | Q1 2026 | |
| 17 | Orion Porfolio Solutions, LLC | 248K | $10.5M | ▼−5.7% Reduced · −15K sh | Q2 2026 | |
| 18 | Well Done, LLC | 213K | $9.0M | ▲New +213K sh | Q2 2026 | |
| 19 | Advisortrust Partners, LLC | 201K | $8.5M | ▼−36% Reduced · −112K sh | Q2 2026 | |
| 20 | UBS Group AG | 183K | $7.2M | ▼−19% Reduced · −42K sh | Q1 2026 | |
| 21 | Summit Financial Consulting LLC | 183K | $7.7M | ▼−18% Reduced · −40K sh | Q2 2026 | |
| 22 | Altfest L J & Co Inc | 180K | $7.6M | ▲+37% Added · +49K sh | Q2 2026 | |
| 23 | Trek Financial, LLC | 177K | $7.5M | ▲New +177K sh | Q2 2026 | |
| 24 | Sharp Wealth Advisory, LLC | 171K | $7.2M | ▲Added Added · +171K sh | Q2 2026 | |
| 25 | Healthcare Of Ontario Pension Plan Trust Fund | 164K | $6.4M | —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, 12 funds opened a new position in IYZ and 20 added to an existing one, while 15 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
No filings captured for this ticker in the live stream yet.
Connected entities for IYZ
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/IYZ/capital-change-brief"
Use Arkolith's capital_change_brief for IYZ. 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 IYZ. Filings are public domain, sourced to SEC EDGAR.