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Institutional Ownership · SEC Form 13F

Who owns IEV (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

285
Institutional holders
11,973,243
Shares held (tracked funds)

How the tape is positioned

26 tracked funds added or opened IEV while 35 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 0.1% of theirs — a 0.1pp 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 2025-Q4 and 2026-Q1, across 285 tracked filers holding IEV, 101 increased or opened the position and 129 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 2025-Q4 and 2026-Q1 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

  • FLOW TRADERS U.S. LLC$30M
  • Allianz Asset Management GmbH$13M
  • Synergy Asset Management, LLC$2M
  • HB Wealth Management, LLC$2M
  • OLD MISSION CAPITAL LLC$2M
  • Hibernia Wealth Partners, LLC$1M

Full exits 8

  • SeaBridge Investment Advisors LLC$6M
  • NewEdge Advisors, LLC$6M
  • KM Capital Management Ltd.$3M
  • Galvin, Gaustad & Stein, LLC$3M
  • Zurich Insurance Group Ltd/FI$1M
  • High Falls Advisors, Inc$921K

Largest adds

  • Checchi Capital Advisers, LLC$14M
  • MORGAN STANLEY$9M
  • JANE STREET GROUP, LLC$8M
  • UBS Group AG$4M
  • Dorsey Wright & Associates$3M
  • TWIN FOCUS CAPITAL PARTNERS, LLC$2M

Largest trims

  • DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$43M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$31M
  • POM Investment Strategies, LLC$15M
  • ROYAL BANK OF CANADA$7M
  • JPMORGAN CHASE & CO$7M
  • LPL Financial LLC$3M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added2,142,933$146M17.4%2026-Q1
JPMORGAN CHASE & CO trimmed1,221,141$80M9.6%2026-Q1
UBS Group AG added828,256$56M6.7%2026-Q1
WELLS FARGO & COMPANY/MN added494,719$34M4.0%2026-Q1
BARINGS LLC trimmed469,187$32M3.8%2026-Q1
FLOW TRADERS U.S. LLC added447,869$30M3.6%2026-Q1
BANK OF AMERICA CORP /DE/ added367,474$25M3.0%2026-Q1
ROYAL BANK OF CANADA trimmed299,144$20M2.4%2026-Q1
DEUTSCHE BANK AG\ added283,401$19M2.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added258,888$18M2.1%2026-Q1
Checchi Capital Advisers, LLC added258,074$18M2.1%2026-Q1
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed237,973$16M1.9%2026-Q1
Willis Johnson & Associates, Inc. trimmed198,865$14M1.6%2026-Q1
LPL Financial LLC trimmed197,033$13M1.6%2026-Q1
JANE STREET GROUP, LLC added196,010$13M1.6%2026-Q1
Allianz Asset Management GmbH new187,000$13M1.5%2026-Q1
NEW WAVE WEALTH ADVISORS LLC trimmed132,318$9M1.1%2026-Q1
Sanctuary Advisors, LLC added116,686$8M0.9%2026-Q1
Integrated Wealth Concepts LLC trimmed115,425$8M0.9%2026-Q1
Karpus Management, Inc. trimmed112,561$8M0.9%2026-Q1
One Wealth Advisors, LLC trimmed106,420$7M0.9%2026-Q1
OneDigital Investment Advisors LLC trimmed100,130$7M0.8%2026-Q1
Dorsey Wright & Associates added89,822$6M0.7%2026-Q1
FPC INVESTMENT ADVISORY, INC. trimmed82,985$6M0.7%2026-Q1
TRIGLAV INVESTMENTS, D.O.O. trimmed83,620$6M0.7%2026-Q1
Nvest Financial, LLC added74,600$5M0.6%2026-Q1
Cetera Investment Advisers added71,607$5M0.6%2026-Q1
Barry Investment Advisors, LLC trimmed62,184$4M0.5%2026-Q1
TWIN FOCUS CAPITAL PARTNERS, LLC added59,166$4M0.5%2026-Q1
Beacon Pointe Advisors, LLC trimmed58,633$4M0.5%2026-Q1
CIBC Asset Management Inc added58,595$4M0.5%2026-Q1
Arrow Investment Advisors, LLC trimmed56,673$4M0.5%2026-Q1
SCOTIA CAPITAL INC. added52,994$4M0.4%2026-Q1
Aptus Capital Advisors, LLC trimmed52,801$4M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added49,675$3M0.4%2026-Q1
Providence First Trust Co added49,510$3M0.4%2026-Q1
Keebeck Wealth Management trimmed48,827$3M0.4%2026-Q1
Institute for Wealth Management, LLC. added44,878$3M0.4%2026-Q1
PARK AVENUE SECURITIES LLC trimmed43,561$3M0.4%2026-Q1
Ashton Thomas Private Wealth, LLC trimmed40,687$3M0.3%2026-Q1
Savvy Advisors, Inc. added40,685$3M0.3%2026-Q1
Obermeyer Wealth Partners trimmed40,337$3M0.3%2026-Q1
MML INVESTORS SERVICES, LLC trimmed38,070$3M0.3%2026-Q1
Corient Private Wealth LLC trimmed36,838$3M0.3%2026-Q1
Creative Planning trimmed34,916$2M0.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed32,373$2M0.3%2026-Q1
ShoreHaven Wealth Partners, LLC trimmed30,437$2M0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed29,731$2M0.2%2026-Q1
Synergy Asset Management, LLC added28,982$2M0.2%2026-Q1
Meridian Wealth Management, LLC28,174$2M0.2%2026-Q1
Amundi27,991$2M0.2%2026-Q1
Vise Technologies, Inc.26,876$2M0.2%2026-Q1
KICKSTAND VENTURES, LLC. trimmed26,850$2M0.2%2026-Q1
Baird Financial Group, Inc. added26,587$2M0.2%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added26,300$2M0.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed25,574$2M0.2%2026-Q1
swisspartners Advisors Ltd25,580$2M0.2%2026-Q1
CITIGROUP INC trimmed24,863$2M0.2%2026-Q1
HB Wealth Management, LLC new24,772$2M0.2%2026-Q1
OLD MISSION CAPITAL LLC added24,675$2M0.2%2026-Q1
Cypress Wealth Services, LLC trimmed24,547$2M0.2%2026-Q1
Kestra Advisory Services, LLC trimmed23,152$2M0.2%2026-Q1
Ridgeline Wealth, LLC trimmed23,039$2M0.2%2026-Q1
TRUIST FINANCIAL CORP trimmed22,642$2M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. added21,868$1M0.2%2026-Q1
Asempa Wealth Advisors trimmed20,749$1M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added20,621$1M0.2%2026-Q1
SAGESPRING WEALTH PARTNERS, LLC added20,732$1M0.2%2026-Q1
Affinity Capital Advisors, LLC added20,284$1M0.2%2026-Q1
Cerity Partners LLC trimmed20,235$1M0.2%2026-Q1
Stelac Advisory Services LLC added20,139$1M0.2%2026-Q1
FMR LLC trimmed20,072$1M0.2%2026-Q1
Wealthspire Advisors, LLC added19,427$1M0.2%2026-Q1
Apollon Wealth Management, LLC trimmed19,335$1M0.2%2026-Q1
Strategic Blueprint, LLC added19,325$1M0.2%2026-Q1
Thrivent Financial for Lutherans trimmed19,078$1M0.2%2026-Q1
Palisades Hudson Asset Management, L.P. trimmed18,325$1M0.1%2026-Q1
CIBC WORLD MARKET INC. added18,307$1M0.1%2026-Q1
Rathbones Group PLC trimmed18,138$1M0.1%2026-Q1
NATIONAL BANK OF CANADA /FI/ added18,197$1M0.1%2026-Q1
STIFEL FINANCIAL CORP added16,852$1M0.1%2026-Q1
OPPENHEIMER ASSET MANAGEMENT INC. new196,222$12M1.5%2025-Q2 stale
TABR Capital Management, LLC new176,361$11M1.3%2025-Q2 stale
Black Swift Group, LLC new175,990$11M1.3%2025-Q2 stale
SIH Partners, LLLP new159,783$10M1.2%2025-Q2 stale
One Capital Management, LLC added117,807$7M0.9%2025-Q2 stale
SeaBridge Investment Advisors LLC93,564$6M0.8%2025-Q4 stale
NewEdge Advisors, LLC trimmed84,962$6M0.7%2025-Q4 stale
Stratos Wealth Partners, LTD. added79,762$5M0.6%2025-Q2 stale
Kingsview Wealth Management, LLC added78,448$5M0.6%2025-Q2 stale
Family Firm, Inc. trimmed54,223$3M0.4%2025-Q2 stale
KM Capital Management Ltd. trimmed48,858$3M0.4%2025-Q4 stale
Galvin, Gaustad & Stein, LLC new47,290$3M0.4%2025-Q4 stale
Verity Asset Management, Inc. new48,163$3M0.4%2025-Q2 stale
bLong Financial, LLC new37,260$2M0.3%2025-Q1 stale
Northstar Advisory Group, LLC new36,233$2M0.3%2025-Q1 stale
Robertson Stephens Wealth Management, LLC added33,125$2M0.3%2025-Q2 stale
Duncan Williams Asset Management, LLC new30,741$2M0.2%2025-Q2 stale
Zurich Insurance Group Ltd/FI trimmed17,380$1M0.1%2025-Q4 stale
WealthBridge Investment Counsel Inc. trimmed17,700$1M0.1%2025-Q3 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership