Who owns IHY
Which tracked institutional funds hold IHY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IHY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
3 tracked funds added or opened IHY while 3 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
IHY’s largest tracked holder by dollar value, Risk Paradigm Group, LLC, sizes it at 5.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IHY 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 31 tracked filers holding IHY, 14 increased or opened the position and 16 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 IHY 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 1
- Orion Porfolio Solutions, LLC$1M
Largest adds
- JANE STREET GROUP, LLC$427K
- Sound Income Strategies, LLC$387K
Largest trims
- Dunhill Financial, LLC$7M
- RPg Family Wealth Advisory, LLC$1M
- Risk Paradigm Group, LLC$1M
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 |
|---|---|---|---|---|
| Risk Paradigm Group, LLC trimmed | 328,675 | $7M | 21.1% | 2026-Q2 |
| RPg Family Wealth Advisory, LLC trimmed | 326,346 | $7M | 20.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 113,233 | $2M | 7.3% | 2026-Q2 |
| Comprehensive Money Management Services LLC trimmed | 78,027 | $2M | 5.0% | 2026-Q2 |
| Sound Income Strategies, LLC added | 75,261 | $2M | 4.8% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 71,519 | $2M | 4.6% | 2026-Q2 |
| LPL Financial LLC added | 62,699 | $1M | 4.0% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 50,196 | $1M | 3.2% | 2026-Q2 |
| Cerity Partners LLC | 25,057 | $543K | 1.6% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. trimmed | 23,610 | $511K | 1.5% | 2026-Q2 |
| Brookstone Capital Management trimmed | 22,716 | $492K | 1.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 18,558 | $402K | 1.2% | 2026-Q2 |
| Dunhill Financial, LLC trimmed | 17,636 | $379K | 1.1% | 2026-Q2 |
| Investment Advisory Group, LLC trimmed | 13,422 | $291K | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 11,648 | $252K | 0.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 6,091 | $132K | 0.4% | 2026-Q2 |
| MORGAN STANLEY | 4,795 | $104K | 0.3% | 2026-Q2 |
| Arax Advisory Partners added | 2,553 | $55K | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 2,291 | $50K | 0.1% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 2,060 | $45K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,545 | $34K | 0.1% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 990 | $21K | 0.1% | 2026-Q2 |
| Oakmont Advisory Group, LLC new | 760 | $16K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 657 | $14K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. new | 464 | $10K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 128 | $3K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 125 | $3K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 100 | $2K | 0.0% | 2026-Q2 |
| Synergy Investment Management, LLC | 39 | $845 | 0.0% | 2026-Q2 |
| TOEWS CORP /ADV new | 16 | $347 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 0 | $2 | 0.0% | 2026-Q2 |
| Forum Finance Group S.A. new | 11,687 | $200K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Banque Cantonale Vaudoise added | 3,825 | $82K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 930 | $20K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA | 689 | $15K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Farmers & Merchants Trust Co of Chambersburg PA | 240 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC added | 59 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SYKON CAPITAL LLC trimmed | 113,501 | $2M | 7.4% | 2025-Q4 stale (2 quarters behind) |
| NewSquare Capital LLC trimmed | 72,589 | $2M | 4.7% | 2025-Q4 stale (2 quarters behind) |
| Point Nemo Capital, LLC new | 20,151 | $443K | 1.3% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ added | 10,865 | $239K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| Plante Moran Financial Advisors, LLC new | 324 | $7K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ENVESTNET ASSET MANAGEMENT INC added | 22,639 | $501K | 1.5% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 1,500 | $33K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| SIMA Wealth Partners, LLC new | 255 | $6K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| HARBOUR INVESTMENTS, INC. new | 25 | $553 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| BTS Asset Management, Inc. trimmed | 13,691 | $302K | 0.9% | 2025-Q2 stale (4 quarters behind) |
| FLOW TRADERS U.S. LLC new | 12,346 | $272K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| Cambridge Investment Research Advisors, Inc. new | 10,152 | $224K | 0.7% | 2025-Q2 stale (4 quarters behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 865 | $19K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 325 | $7K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH trimmed | 157 | $3K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.