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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 2,142,933 | $146M | 17.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,221,141 | $80M | 9.6% | 2026-Q1 |
| UBS Group AG added | 828,256 | $56M | 6.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 494,719 | $34M | 4.0% | 2026-Q1 |
| BARINGS LLC trimmed | 469,187 | $32M | 3.8% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 447,869 | $30M | 3.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 367,474 | $25M | 3.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 299,144 | $20M | 2.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 283,401 | $19M | 2.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 258,888 | $18M | 2.1% | 2026-Q1 |
| Checchi Capital Advisers, LLC added | 258,074 | $18M | 2.1% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 237,973 | $16M | 1.9% | 2026-Q1 |
| Willis Johnson & Associates, Inc. trimmed | 198,865 | $14M | 1.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 197,033 | $13M | 1.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 196,010 | $13M | 1.6% | 2026-Q1 |
| Allianz Asset Management GmbH new | 187,000 | $13M | 1.5% | 2026-Q1 |
| NEW WAVE WEALTH ADVISORS LLC trimmed | 132,318 | $9M | 1.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 116,686 | $8M | 0.9% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 115,425 | $8M | 0.9% | 2026-Q1 |
| Karpus Management, Inc. trimmed | 112,561 | $8M | 0.9% | 2026-Q1 |
| One Wealth Advisors, LLC trimmed | 106,420 | $7M | 0.9% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 100,130 | $7M | 0.8% | 2026-Q1 |
| Dorsey Wright & Associates added | 89,822 | $6M | 0.7% | 2026-Q1 |
| FPC INVESTMENT ADVISORY, INC. trimmed | 82,985 | $6M | 0.7% | 2026-Q1 |
| TRIGLAV INVESTMENTS, D.O.O. trimmed | 83,620 | $6M | 0.7% | 2026-Q1 |
| Nvest Financial, LLC added | 74,600 | $5M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 71,607 | $5M | 0.6% | 2026-Q1 |
| Barry Investment Advisors, LLC trimmed | 62,184 | $4M | 0.5% | 2026-Q1 |
| TWIN FOCUS CAPITAL PARTNERS, LLC added | 59,166 | $4M | 0.5% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 58,633 | $4M | 0.5% | 2026-Q1 |
| CIBC Asset Management Inc added | 58,595 | $4M | 0.5% | 2026-Q1 |
| Arrow Investment Advisors, LLC trimmed | 56,673 | $4M | 0.5% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 52,994 | $4M | 0.4% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 52,801 | $4M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 49,675 | $3M | 0.4% | 2026-Q1 |
| Providence First Trust Co added | 49,510 | $3M | 0.4% | 2026-Q1 |
| Keebeck Wealth Management trimmed | 48,827 | $3M | 0.4% | 2026-Q1 |
| Institute for Wealth Management, LLC. added | 44,878 | $3M | 0.4% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 43,561 | $3M | 0.4% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC trimmed | 40,687 | $3M | 0.3% | 2026-Q1 |
| Savvy Advisors, Inc. added | 40,685 | $3M | 0.3% | 2026-Q1 |
| Obermeyer Wealth Partners trimmed | 40,337 | $3M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 38,070 | $3M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 36,838 | $3M | 0.3% | 2026-Q1 |
| Creative Planning trimmed | 34,916 | $2M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 32,373 | $2M | 0.3% | 2026-Q1 |
| ShoreHaven Wealth Partners, LLC trimmed | 30,437 | $2M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 29,731 | $2M | 0.2% | 2026-Q1 |
| Synergy Asset Management, LLC added | 28,982 | $2M | 0.2% | 2026-Q1 |
| Meridian Wealth Management, LLC | 28,174 | $2M | 0.2% | 2026-Q1 |
| Amundi | 27,991 | $2M | 0.2% | 2026-Q1 |
| Vise Technologies, Inc. | 26,876 | $2M | 0.2% | 2026-Q1 |
| KICKSTAND VENTURES, LLC. trimmed | 26,850 | $2M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 26,587 | $2M | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 26,300 | $2M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 25,574 | $2M | 0.2% | 2026-Q1 |
| swisspartners Advisors Ltd | 25,580 | $2M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 24,863 | $2M | 0.2% | 2026-Q1 |
| HB Wealth Management, LLC new | 24,772 | $2M | 0.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 24,675 | $2M | 0.2% | 2026-Q1 |
| Cypress Wealth Services, LLC trimmed | 24,547 | $2M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 23,152 | $2M | 0.2% | 2026-Q1 |
| Ridgeline Wealth, LLC trimmed | 23,039 | $2M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 22,642 | $2M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 21,868 | $1M | 0.2% | 2026-Q1 |
| Asempa Wealth Advisors trimmed | 20,749 | $1M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 20,621 | $1M | 0.2% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC added | 20,732 | $1M | 0.2% | 2026-Q1 |
| Affinity Capital Advisors, LLC added | 20,284 | $1M | 0.2% | 2026-Q1 |
| Cerity Partners LLC trimmed | 20,235 | $1M | 0.2% | 2026-Q1 |
| Stelac Advisory Services LLC added | 20,139 | $1M | 0.2% | 2026-Q1 |
| FMR LLC trimmed | 20,072 | $1M | 0.2% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 19,427 | $1M | 0.2% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 19,335 | $1M | 0.2% | 2026-Q1 |
| Strategic Blueprint, LLC added | 19,325 | $1M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 19,078 | $1M | 0.2% | 2026-Q1 |
| Palisades Hudson Asset Management, L.P. trimmed | 18,325 | $1M | 0.1% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 18,307 | $1M | 0.1% | 2026-Q1 |
| Rathbones Group PLC trimmed | 18,138 | $1M | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 18,197 | $1M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 16,852 | $1M | 0.1% | 2026-Q1 |
| OPPENHEIMER ASSET MANAGEMENT INC. new | 196,222 | $12M | 1.5% | 2025-Q2 stale |
| TABR Capital Management, LLC new | 176,361 | $11M | 1.3% | 2025-Q2 stale |
| Black Swift Group, LLC new | 175,990 | $11M | 1.3% | 2025-Q2 stale |
| SIH Partners, LLLP new | 159,783 | $10M | 1.2% | 2025-Q2 stale |
| One Capital Management, LLC added | 117,807 | $7M | 0.9% | 2025-Q2 stale |
| SeaBridge Investment Advisors LLC | 93,564 | $6M | 0.8% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 84,962 | $6M | 0.7% | 2025-Q4 stale |
| Stratos Wealth Partners, LTD. added | 79,762 | $5M | 0.6% | 2025-Q2 stale |
| Kingsview Wealth Management, LLC added | 78,448 | $5M | 0.6% | 2025-Q2 stale |
| Family Firm, Inc. trimmed | 54,223 | $3M | 0.4% | 2025-Q2 stale |
| KM Capital Management Ltd. trimmed | 48,858 | $3M | 0.4% | 2025-Q4 stale |
| Galvin, Gaustad & Stein, LLC new | 47,290 | $3M | 0.4% | 2025-Q4 stale |
| Verity Asset Management, Inc. new | 48,163 | $3M | 0.4% | 2025-Q2 stale |
| bLong Financial, LLC new | 37,260 | $2M | 0.3% | 2025-Q1 stale |
| Northstar Advisory Group, LLC new | 36,233 | $2M | 0.3% | 2025-Q1 stale |
| Robertson Stephens Wealth Management, LLC added | 33,125 | $2M | 0.3% | 2025-Q2 stale |
| Duncan Williams Asset Management, LLC new | 30,741 | $2M | 0.2% | 2025-Q2 stale |
| Zurich Insurance Group Ltd/FI trimmed | 17,380 | $1M | 0.1% | 2025-Q4 stale |
| WealthBridge Investment Counsel Inc. trimmed | 17,700 | $1M | 0.1% | 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.
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.