Who owns IEZ (IEZ)
Which tracked institutional funds hold IEZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IEZ 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
The tracked-fund tape on IEZ is one-sided between 2025-Q4 and 2026-Q1: 45 added or opened and 7 trimmed or exited — on balance accumulating.
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
IEZ’s largest tracked holder by dollar value, MML INVESTORS SERVICES, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IEZ 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 89 tracked filers holding IEZ, 59 increased or opened the position and 30 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 IEZ 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 22
- MinichMacGregor Wealth Management, LLC$20M
- Advisory Services Network, LLC$15M
- Equitable Holdings, Inc.$12M
- Well Done, LLC$8M
- Monument Capital Management$6M
- VestGen Advisors, LLC$3M
Full exits 3
- FSA WEALTH PARTNERS, INC.$822K
- NWAM LLC$761K
- Main Street Financial Solutions, LLC$759K
Largest adds
- MML INVESTORS SERVICES, LLC$31M
- MORGAN STANLEY$20M
- ROYAL BANK OF CANADA$14M
- Prospera Financial Services Inc$13M
- WELLS FARGO & COMPANY/MN$12M
- OSAIC HOLDINGS, INC.$12M
Largest trims
- BNP PARIBAS FINANCIAL MARKETS$4M
- GTS SECURITIES LLC$1M
- JPMORGAN CHASE & CO$973K
- Steward Partners Investment Advisory, LLC$935K
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 |
|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC added | 1,072,044 | $31M | 11.1% | 2026-Q1 |
| MORGAN STANLEY added | 1,010,117 | $29M | 10.5% | 2026-Q1 |
| MinichMacGregor Wealth Management, LLC added | 686,398 | $20M | 7.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 519,348 | $15M | 5.4% | 2026-Q1 |
| Advisory Services Network, LLC added | 502,700 | $15M | 5.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 500,506 | $14M | 5.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 496,046 | $14M | 5.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 426,357 | $12M | 4.4% | 2026-Q1 |
| Equitable Holdings, Inc. added | 408,835 | $12M | 4.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 405,115 | $12M | 4.2% | 2026-Q1 |
| Well Done, LLC added | 271,745 | $8M | 2.8% | 2026-Q1 |
| UBS Group AG added | 224,874 | $7M | 2.3% | 2026-Q1 |
| Monument Capital Management new | 196,934 | $6M | 2.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 176,654 | $5M | 1.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 174,954 | $5M | 1.8% | 2026-Q1 |
| Van Cleef Asset Management,Inc trimmed | 173,721 | $5M | 1.8% | 2026-Q1 |
| AMICA MUTUAL INSURANCE CO | 138,177 | $4M | 1.4% | 2026-Q1 |
| LPL Financial LLC added | 122,757 | $4M | 1.3% | 2026-Q1 |
| VestGen Advisors, LLC new | 110,062 | $3M | 1.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 111,443 | $3M | 1.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 108,412 | $3M | 1.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 92,736 | $3M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 86,446 | $3M | 0.9% | 2026-Q1 |
| Tudor Financial Inc. new | 4,574 | $2M | 0.8% | 2026-Q1 |
| MARSHALL WACE, LLP added | 75,876 | $2M | 0.8% | 2026-Q1 |
| LITTLEJOHN FINANCIAL SERVICES, INC. trimmed | 67,553 | $2M | 0.7% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 63,700 | $2M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 61,699 | $2M | 0.6% | 2026-Q1 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC new | 60,132 | $2M | 0.6% | 2026-Q1 |
| Wagner Wealth Management, Corp new | 57,819 | $2M | 0.6% | 2026-Q1 |
| Wealth Management Partners, LLC new | 52,316 | $2M | 0.5% | 2026-Q1 |
| COTTONWOOD CAPITAL ADVISORS, LLC trimmed | 50,464 | $1M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 49,696 | $1M | 0.5% | 2026-Q1 |
| Brendel Financial Advisors LLC new | 45,112 | $1M | 0.5% | 2026-Q1 |
| Financial Sense Advisors, Inc. new | 44,727 | $1M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 39,734 | $1M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 39,341 | $1M | 0.4% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC new | 36,254 | $1M | 0.4% | 2026-Q1 |
| Mariner, LLC trimmed | 32,095 | $929K | 0.3% | 2026-Q1 |
| MUIRFIELD WEALTH ADVISORS LLC trimmed | 31,491 | $912K | 0.3% | 2026-Q1 |
| DAVENPORT & Co LLC added | 30,610 | $886K | 0.3% | 2026-Q1 |
| Amundi new | 30,237 | $875K | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 26,600 | $770K | 0.3% | 2026-Q1 |
| Cetera Investment Advisers new | 26,241 | $760K | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 21,000 | $608K | 0.2% | 2026-Q1 |
| Waldron Private Wealth LLC | 18,660 | $540K | 0.2% | 2026-Q1 |
| Cadent Capital Advisors, LLC trimmed | 17,350 | $502K | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 16,703 | $498K | 0.2% | 2026-Q1 |
| Kovack Advisors, Inc. new | 17,468 | $496K | 0.2% | 2026-Q1 |
| Genesee Capital Advisors, LLC trimmed | 16,307 | $472K | 0.2% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 16,259 | $471K | 0.2% | 2026-Q1 |
| &PARTNERS trimmed | 16,222 | $470K | 0.2% | 2026-Q1 |
| Strategic Investment Solutions, Inc. /IL added | 14,891 | $431K | 0.2% | 2026-Q1 |
| Global Wealth Management, LLC new | 14,199 | $411K | 0.1% | 2026-Q1 |
| PATTEN & PATTEN INC/TN trimmed | 12,990 | $376K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. new | 11,657 | $337K | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 11,387 | $330K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 15,862 | $291K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 8,409 | $243K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 8,323 | $239K | 0.1% | 2026-Q1 |
| LPWM LLC new | 7,903 | $229K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 7,553 | $219K | 0.1% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 6,971 | $202K | 0.1% | 2026-Q1 |
| TOTH FINANCIAL ADVISORY CORP | 4,100 | $119K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 3,189 | $92K | 0.0% | 2026-Q1 |
| HORIZON KINETICS ASSET MANAGEMENT LLC new | 3,131 | $91K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 2,300 | $67K | 0.0% | 2026-Q1 |
| LOWE BROCKENBROUGH & CO INC | 2,055 | $59K | 0.0% | 2026-Q1 |
| Allworth Financial LP trimmed | 2,039 | $59K | 0.0% | 2026-Q1 |
| Brentview Investment Management LLC added | 2,000 | $58K | 0.0% | 2026-Q1 |
| MAI Capital Management | 1,841 | $53K | 0.0% | 2026-Q1 |
| Annis Gardner Whiting Capital Advisors, LLC new | 1,795 | $52K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ | 1,576 | $46K | 0.0% | 2026-Q1 |
| Advisors Preferred, LLC trimmed | 1,366 | $40K | 0.0% | 2026-Q1 |
| FMR LLC added | 1,195 | $35K | 0.0% | 2026-Q1 |
| Founders Financial Alliance, LLC added | 1,096 | $32K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 29,845 | $30K | 0.0% | 2026-Q1 |
| CWM, LLC added | 598 | $17K | 0.0% | 2026-Q1 |
| BROWN ADVISORY INC new | 86,736 | $2M | 0.6% | 2025-Q3 stale |
| SeaCrest Wealth Management, LLC added | 81,462 | $2M | 0.6% | 2025-Q1 stale |
| FSA WEALTH PARTNERS, INC. new | 39,378 | $822K | 0.3% | 2025-Q4 stale |
| Quadrature Capital Ltd added | 46,359 | $787K | 0.3% | 2025-Q2 stale |
| NWAM LLC new | 29,934 | $761K | 0.3% | 2025-Q4 stale |
| Main Street Financial Solutions, LLC added | 36,348 | $759K | 0.3% | 2025-Q4 stale |
| MEDICI CAPITAL LLC | 30,000 | $585K | 0.2% | 2025-Q1 stale |
| NORTHERN TRUST CORP trimmed | 28,323 | $546K | 0.2% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC trimmed | 18,053 | $377K | 0.1% | 2025-Q4 stale |
| Revisor Wealth Management LLC trimmed | 16,970 | $309K | 0.1% | 2025-Q2 stale |
| Amica Retiree Medical Trust | 14,293 | $276K | 0.1% | 2025-Q3 stale |
| Beacon Pointe Advisors, LLC new | 12,978 | $271K | 0.1% | 2025-Q4 stale |
| Intrua Financial, LLC | 12,381 | $241K | 0.1% | 2025-Q1 stale |
| Family Firm, Inc. added | 13,422 | $228K | 0.1% | 2025-Q2 stale |
| Kingsview Wealth Management, LLC trimmed | 11,456 | $223K | 0.1% | 2025-Q1 stale |
| Cresset Asset Management, LLC added | 10,324 | $201K | 0.1% | 2025-Q1 stale |
| Global Retirement Partners, LLC trimmed | 3,219 | $67K | 0.0% | 2025-Q4 stale |
| Kestra Advisory Services, LLC trimmed | 2,287 | $48K | 0.0% | 2025-Q4 stale |
| COMERICA BANK trimmed | 1,150 | $22K | 0.0% | 2025-Q1 stale |
| Continuum Advisory, LLC new | 800 | $16K | 0.0% | 2025-Q1 stale |
| GROUP ONE TRADING LLC new | 732 | $15K | 0.0% | 2025-Q4 stale |
| Blue Trust, Inc. new | 770 | $15K | 0.0% | 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.