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-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
7 tracked funds added or opened IHY while 3 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
IHY’s largest tracked holder by dollar value, RPg Family Wealth Advisory, LLC, sizes it at 1.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.8pp 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 2025-Q4 and 2026-Q1, across 30 tracked filers holding IHY, 20 increased or opened the position and 12 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 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 3
- Dunhill Financial, LLC$7M
- Cerity Partners LLC$537K
- Brookstone Capital Management$519K
Full exits 3
- SYKON CAPITAL LLC$2M
- NewSquare Capital LLC$2M
- Orion Porfolio Solutions, LLC$1M
Largest adds
- RPg Family Wealth Advisory, LLC$876K
- GOLDMAN SACHS GROUP INC$667K
- Risk Paradigm Group, LLC$395K
- JANE STREET GROUP, LLC$385K
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 |
|---|---|---|---|---|
| RPg Family Wealth Advisory, LLC added | 398,390 | $9M | 19.2% | 2026-Q1 |
| Risk Paradigm Group, LLC added | 398,251 | $9M | 19.2% | 2026-Q1 |
| Dunhill Financial, LLC added | 332,068 | $7M | 16.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 116,754 | $3M | 5.6% | 2026-Q1 |
| Comprehensive Money Management Services LLC added | 78,132 | $2M | 3.8% | 2026-Q1 |
| LPL Financial LLC added | 62,292 | $1M | 3.0% | 2026-Q1 |
| Sound Income Strategies, LLC added | 58,074 | $1M | 2.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 52,326 | $1M | 2.5% | 2026-Q1 |
| Cerity Partners LLC new | 25,057 | $537K | 1.2% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 24,291 | $521K | 1.2% | 2026-Q1 |
| Brookstone Capital Management new | 24,180 | $519K | 1.2% | 2026-Q1 |
| Investment Advisory Group, LLC added | 16,160 | $347K | 0.8% | 2026-Q1 |
| Forum Finance Group S.A. new | 11,687 | $200K | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 9,052 | $194K | 0.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 4,795 | $103K | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 4,779 | $102K | 0.2% | 2026-Q1 |
| Banque Cantonale Vaudoise added | 3,825 | $82K | 0.2% | 2026-Q1 |
| UBS Group AG added | 3,061 | $66K | 0.1% | 2026-Q1 |
| Arax Advisory Partners new | 2,518 | $54K | 0.1% | 2026-Q1 |
| SBI Securities Co., Ltd. trimmed | 2,064 | $44K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,399 | $30K | 0.1% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 990 | $21K | 0.0% | 2026-Q1 |
| CWM, LLC | 930 | $20K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA | 689 | $15K | 0.0% | 2026-Q1 |
| Farmers & Merchants Trust Co of Chambersburg PA | 240 | $5K | 0.0% | 2026-Q1 |
| ASSETMARK, INC | 128 | $3K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 125 | $3K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 59 | $1K | 0.0% | 2026-Q1 |
| Synergy Investment Management, LLC trimmed | 39 | $836 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $3 | 0.0% | 2026-Q1 |
| SYKON CAPITAL LLC trimmed | 113,501 | $2M | 5.6% | 2025-Q4 stale |
| NewSquare Capital LLC trimmed | 72,589 | $2M | 3.6% | 2025-Q4 stale |
| Orion Porfolio Solutions, LLC trimmed | 55,140 | $1M | 2.7% | 2025-Q4 stale |
| Cambria Investment Management, L.P. trimmed | 49,207 | $1M | 2.3% | 2025-Q1 stale |
| GTS SECURITIES LLC new | 26,267 | $551K | 1.2% | 2025-Q1 stale |
| ENVESTNET ASSET MANAGEMENT INC added | 22,639 | $501K | 1.1% | 2025-Q3 stale |
| Point Nemo Capital, LLC new | 20,151 | $443K | 1.0% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 14,488 | $304K | 0.7% | 2025-Q1 stale |
| Belvedere Trading LLC added | 14,461 | $303K | 0.7% | 2025-Q1 stale |
| BTS Asset Management, Inc. trimmed | 13,691 | $302K | 0.7% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC trimmed | 12,346 | $272K | 0.6% | 2025-Q2 stale |
| BANK OF AMERICA CORP /DE/ added | 10,865 | $239K | 0.5% | 2025-Q4 stale |
| Cambridge Investment Research Advisors, Inc. added | 10,152 | $224K | 0.5% | 2025-Q2 stale |
| PRINCIPAL SECURITIES, INC. | 1,500 | $33K | 0.1% | 2025-Q3 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 865 | $19K | 0.0% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 666 | $15K | 0.0% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC new | 325 | $7K | 0.0% | 2025-Q2 stale |
| Plante Moran Financial Advisors, LLC new | 324 | $7K | 0.0% | 2025-Q4 stale |
| SIMA Wealth Partners, LLC new | 255 | $6K | 0.0% | 2025-Q3 stale |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH trimmed | 157 | $3K | 0.0% | 2025-Q2 stale |
| Global Retirement Partners, LLC | 100 | $2K | 0.0% | 2025-Q4 stale |
| HARBOUR INVESTMENTS, INC. trimmed | 25 | $553 | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.