Who owns IEV
Which tracked institutional funds hold IEV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IEV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
37 tracked funds added or opened IEV while 23 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IEV’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes IEV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IEV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 272 tracked filers holding IEV, 96 increased or opened the position and 140 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IEV between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- Zurich Insurance Group Ltd/FI$4M
- KM Capital Management Ltd.$3M
- TriCert Investment Counsel Inc.$2M
- NewEdge Advisors, LLC$2M
- BOURGEON CAPITAL MANAGEMENT LLC$1M
- POWER WEALTH MANAGEMENT LLC$857K
Full exits 6
- FLOW TRADERS U.S. LLC$30M
- PARK AVENUE SECURITIES LLC$3M
- Amundi$2M
- Cambridge Investment Research Advisors, Inc.$1M
- Thrivent Financial for Lutherans$1M
- Palisades Hudson Asset Management, L.P.$1M
Largest adds
- MORGAN STANLEY$12M
- GFS Advisors, LLC$9M
- UBS Group AG$4M
- WELLS FARGO & COMPANY/MN$3M
- JPMORGAN CHASE & CO$3M
- ENVESTNET ASSET MANAGEMENT INC$2M
Largest trims
- BARINGS LLC$31M
- Checchi Capital Advisers, LLC$14M
- JANE STREET GROUP, LLC$11M
- DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$5M
- Dorsey Wright & Associates$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 2,164,218 | $158M | 22.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,152,441 | $83M | 11.7% | 2026-Q2 |
| UBS Group AG added | 833,785 | $61M | 8.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 503,790 | $37M | 5.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 350,164 | $26M | 3.6% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 281,311 | $20M | 2.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 275,673 | $20M | 2.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 268,210 | $20M | 2.7% | 2026-Q2 |
| LPL Financial LLC added | 200,589 | $15M | 2.1% | 2026-Q2 |
| Willis Johnson & Associates, Inc. trimmed | 193,685 | $14M | 2.0% | 2026-Q2 |
| Allianz Asset Management GmbH | 187,000 | $13M | 1.8% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 148,387 | $11M | 1.5% | 2026-Q2 |
| NEW WAVE WEALTH ADVISORS LLC added | 136,508 | $10M | 1.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 115,621 | $8M | 1.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 112,004 | $8M | 1.1% | 2026-Q2 |
| One Wealth Advisors, LLC trimmed | 104,512 | $8M | 1.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 97,376 | $7M | 1.0% | 2026-Q2 |
| Karpus Management, Inc. trimmed | 93,457 | $7M | 1.0% | 2026-Q2 |
| TRIGLAV INVESTMENTS, D.O.O. trimmed | 83,589 | $6M | 0.9% | 2026-Q2 |
| FPC INVESTMENT ADVISORY, INC. trimmed | 82,675 | $6M | 0.8% | 2026-Q2 |
| Nvest Financial, LLC added | 80,057 | $6M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 75,467 | $5M | 0.8% | 2026-Q2 |
| Barry Investment Advisors, LLC trimmed | 59,392 | $4M | 0.6% | 2026-Q2 |
| Zurich Insurance Group Ltd/FI added | 59,300 | $4M | 0.6% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 57,778 | $4M | 0.6% | 2026-Q2 |
| Arrow Investment Advisors, LLC trimmed | 55,717 | $4M | 0.6% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 55,592 | $4M | 0.6% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 55,176 | $4M | 0.6% | 2026-Q2 |
| Checchi Capital Advisers, LLC trimmed | 53,158 | $4M | 0.5% | 2026-Q2 |
| Synergy Asset Management, LLC added | 51,938 | $4M | 0.5% | 2026-Q2 |
| Providence First Trust Co added | 50,894 | $4M | 0.5% | 2026-Q2 |
| TWIN FOCUS CAPITAL PARTNERS, LLC trimmed | 50,763 | $4M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 50,470 | $4M | 0.5% | 2026-Q2 |
| Keebeck Wealth Management trimmed | 48,722 | $4M | 0.5% | 2026-Q2 |
| Dorsey Wright & Associates trimmed | 48,614 | $4M | 0.5% | 2026-Q2 |
| Institute for Wealth Management, LLC. trimmed | 44,846 | $3M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 43,612 | $3M | 0.4% | 2026-Q2 |
| CIBC Asset Management Inc trimmed | 41,051 | $3M | 0.4% | 2026-Q2 |
| Obermeyer Wealth Partners added | 40,739 | $3M | 0.4% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 40,594 | $3M | 0.4% | 2026-Q2 |
| KM Capital Management Ltd. trimmed | 39,930 | $3M | 0.4% | 2026-Q2 |
| Creative Planning added | 39,045 | $3M | 0.4% | 2026-Q2 |
| Corient Private Wealth LP added | 37,714 | $3M | 0.4% | 2026-Q2 |
| Vise Technologies, Inc. added | 37,420 | $3M | 0.4% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 34,709 | $3M | 0.4% | 2026-Q2 |
| TriCert Investment Counsel Inc. new | 32,135 | $2M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 31,511 | $2M | 0.3% | 2026-Q2 |
| ShoreHaven Wealth Partners, LLC trimmed | 29,732 | $2M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 28,272 | $2M | 0.3% | 2026-Q2 |
| Meridian Wealth Management, LLC trimmed | 27,300 | $2M | 0.3% | 2026-Q2 |
| KICKSTAND VENTURES, LLC. trimmed | 25,994 | $2M | 0.3% | 2026-Q2 |
| HB Wealth Management, LLC added | 25,084 | $2M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 25,051 | $2M | 0.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 24,062 | $2M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 23,990 | $2M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 23,601 | $2M | 0.2% | 2026-Q2 |
| Cypress Wealth Services, LLC trimmed | 23,567 | $2M | 0.2% | 2026-Q2 |
| Ridgeline Wealth, LLC trimmed | 22,746 | $2M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 21,372 | $2M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 21,320 | $2M | 0.2% | 2026-Q2 |
| FMR LLC added | 20,880 | $2M | 0.2% | 2026-Q2 |
| Asempa Wealth Advisors trimmed | 20,737 | $2M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 20,488 | $1M | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 20,245 | $1M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 20,241 | $1M | 0.2% | 2026-Q2 |
| Affinity Capital Advisors, LLC trimmed | 20,158 | $1M | 0.2% | 2026-Q2 |
| Stelac Advisory Services LLC | 20,139 | $1M | 0.2% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 20,024 | $1M | 0.2% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 19,996 | $1M | 0.2% | 2026-Q2 |
| Wealthspire Advisors, LLC | 19,427 | $1M | 0.2% | 2026-Q2 |
| Strategic Blueprint, LLC trimmed | 18,936 | $1M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 18,896 | $1M | 0.2% | 2026-Q2 |
| swisspartners Advisors Ltd trimmed | 18,740 | $1M | 0.2% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 18,596 | $1M | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 18,290 | $1M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 17,732 | $1M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 17,069 | $1M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC | 16,307 | $1M | 0.2% | 2026-Q2 |
| BOURGEON CAPITAL MANAGEMENT LLC new | 15,951 | $1M | 0.2% | 2026-Q2 |
| TSA Wealth Managment LLC trimmed | 15,402 | $1M | 0.2% | 2026-Q2 |
| GLOBALT Investments LLC / GA | 15,345 | $1M | 0.2% | 2026-Q2 |
| Mayflower Financial Advisors, LLC trimmed | 14,541 | $1M | 0.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 14,435 | $1M | 0.1% | 2026-Q2 |
| First Growth Capital LLC trimmed | 13,819 | $1M | 0.1% | 2026-Q2 |
| MA Private Wealth | 13,121 | $956K | 0.1% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC added | 13,071 | $952K | 0.1% | 2026-Q2 |
| Bridgewater Advisors Inc. | 13,000 | $970K | 0.1% | 2026-Q2 |
| Westhampton Capital, LLC added | 12,788 | $932K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 12,787 | $918K | 0.1% | 2026-Q2 |
| Finley Financial, LLC | 12,735 | $928K | 0.1% | 2026-Q2 |
| Shared Vision Wealth Group LLC trimmed | 12,327 | $898K | 0.1% | 2026-Q2 |
| CASTLEARK MANAGEMENT LLC | 12,100 | $881K | 0.1% | 2026-Q2 |
| BANQUE PICTET & CIE SA added | 12,070 | $879K | 0.1% | 2026-Q2 |
| POWER WEALTH MANAGEMENT LLC new | 11,760 | $857K | 0.1% | 2026-Q2 |
| BEACON FINANCIAL GROUP trimmed | 11,700 | $852K | 0.1% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11,660 | $849K | 0.1% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 11,639 | $848K | 0.1% | 2026-Q2 |
| 5T Wealth, LLC trimmed | 11,251 | $820K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 11,094 | $808K | 0.1% | 2026-Q2 |
| GFS Advisors, LLC trimmed | 2,383 | $10M | 1.4% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.