50 tracked 13F filers disclose a position in IZRL as of the latest SEC 13F filings, a combined $9.5M 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 | UBS Group AG | $1.3M | 46K | ▲+151% Added · +28K sh | Q1 2026 | |
| 2 | STIFEL FINANCIAL CORP | $1.2M | 43K | ▲+196% Added · +29K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $1.0M | 37K | ▲+38% Added · +10K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $943K | 35K | ▲+33% Added · +9K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $853K | 32K | ▲New +32K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $557K | 21K | ▲+15% Added · +3K sh | Q1 2026 | |
| 7 | Ackerman Asset Management, LLC | $526K | 17K | —Held | Q2 2026 | |
| 8 | Calydon Capital | $451K | 17K | ▲New +17K sh | Q1 2026 | |
| 9 | Ethos Financial Group, LLC | $423K | 15K | ▲New +15K sh | Q2 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $273K | 10K | ▼−0.3% Reduced · −33 sh | Q1 2026 | |
| 11 | INSPIRION WEALTH ADVISORS, LLC | $308K | 10K | ▲New +10K sh | Q2 2026 | |
| 12 | Beacon Pointe Advisors, LLC | $279K | 9K | —Held | Q2 2026 | |
| 13 | Cetera Investment Advisers | $220K | 8K | ▲+21% Added · +1K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $162K | 6K | ▲+13% Added · +699 sh | Q1 2026 | |
| 15 | IFP Advisors, Inc | $125K | 4K | ▲+477% Added · +3K sh | Q2 2026 | |
| 16 | Rockefeller Capital Management L.P. | $93K | 3K | ▲+7.8% Added · +250 sh | Q1 2026 | |
| 17 | Provenance Wealth Advisors, LLC | $105K | 3K | —Held | Q2 2026 | |
| 18 | WealthCollab, LLC | $99K | 3K | —Held | Q2 2026 | |
| 19 | BLAIR WILLIAM & CO/IL | $91K | 3K | —Held | Q2 2026 | |
| 20 | Steward Partners Investment Advisory, LLC | $52K | 2K | ▲+143% Added · +1K sh | Q2 2026 | |
| 21 | Advisory Services Network, LLC | $44K | 2K | ▲New +2K sh | Q1 2026 | |
| 22 | NATIONAL BANK OF CANADA /FI/ | $44K | 2K | —Held | Q1 2026 | |
| 23 | Signature Equity Partners, LLC | $44K | 1K | ▲+6.4% Added · +87 sh | Q2 2026 | |
| 24 | Farther Finance Advisors, LLC | $36K | 1K | —Held | Q1 2026 | |
| 25 | VALLEY NATIONAL ADVISERS INC | $40K | 1K | ▼−40% Reduced · −877 sh | Q2 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 IZRL and 3 added to an existing one, while 1 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 |
|---|---|---|
| VANGUARD S&P 500 ETFVOO | 17 funds | $1.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 17 funds | $889.0M |
| APPLE INCAAPL | 16 funds | $1.5B |
| ISHARES CORE S&P 500 ETFIVV | 16 funds | $1.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 16 funds | $859.3M |
| MICROSOFT CORPMSFT | 16 funds | $726.6M |
| AMAZON.COM INCAMZN | 16 funds | $663.6M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 16 funds | $629.9M |
| VANGUARD VALUE ETFVTV | 16 funds | $463.8M |
| VANGUARD FTSE DEVELOPED ETFVEA | 16 funds | $416.5M |
| ALPHABET INC-CL CGOOG | 16 funds | $388.2M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 16 funds | $266.2M |
Ranked by how many of IZRL's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| ARKKmc | 566 funds | $2.7B |
| ARKQmc | 272 funds | $504.2M |
| ARKGmc | 239 funds | $829.0M |
| ARKWmc | 212 funds | $458.3M |
| ARKFUIT EXCHANGE TRADED | 175 funds | $166.5M |
| ARKXmc | 143 funds | $91.9M |
| IZRLthis pagemc | 50 funds | $9.5M |
| PRNTmc | 38 funds | $4.9M |
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 IZRL
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/IZRL/capital-change-brief"
Use Arkolith's capital_change_brief for IZRL. 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 IZRL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.