Who owns IYC
Which tracked institutional funds hold IYC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IYC company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
22 tracked funds added or opened IYC while 55 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
IYC’s largest tracked holder by dollar value, Harel Insurance Investments & Financial Services Ltd., sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IYC 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 252 tracked filers holding IYC, 95 increased or opened the position and 119 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 IYC 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 8
- BNP PARIBAS FINANCIAL MARKETS$10M
- Gallagher Capital Advisors, LLC$7M
- Tower Research Capital LLC (TRC)$2M
- HRT FINANCIAL LP$1M
- EARNED WEALTH ADVISORS, LLC$969K
- IBEX WEALTH ADVISORS$730K
Full exits 20
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$62M
- MinichMacGregor Wealth Management, LLC$21M
- TWO SIGMA INVESTMENTS, LP$15M
- Prospera Financial Services Inc$12M
- ADVISORTRUST PARTNERS, LLC$11M
- Well Done, LLC$7M
Largest adds
- Harel Insurance Investments & Financial Services Ltd.$6M
- AQR CAPITAL MANAGEMENT LLC$3M
- Steward Partners Investment Advisory, LLC$2M
- CITIGROUP INC$1M
- FMR LLC$963K
- ENVESTNET ASSET MANAGEMENT INC$956K
Largest trims
- MML INVESTORS SERVICES, LLC$38M
- AlphaCore Capital LLC$17M
- BANK OF AMERICA CORP /DE/$16M
- STIFEL FINANCIAL CORP$16M
- Advisory Services Network, LLC$13M
- OSAIC HOLDINGS, INC.$11M
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 |
|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. added | 1,058,741 | $103M | 10.7% | 2026-Q1 |
| PGIM Custom Harvest LLC trimmed | 957,813 | $93M | 9.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 944,444 | $92M | 9.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 776,626 | $75M | 7.9% | 2026-Q1 |
| UBS Group AG trimmed | 507,637 | $49M | 5.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 293,605 | $28M | 3.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 212,084 | $21M | 2.1% | 2026-Q1 |
| LPL Financial LLC added | 194,397 | $19M | 2.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 193,841 | $19M | 2.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 118,380 | $11M | 1.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 100,000 | $10M | 1.0% | 2026-Q1 |
| Gallagher Capital Advisors, LLC new | 10,702 | $7M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 66,345 | $6M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 60,048 | $6M | 0.6% | 2026-Q1 |
| Zurich Insurance Group Ltd/FI | 58,900 | $6M | 0.6% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 56,270 | $5M | 0.6% | 2026-Q1 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed | 55,818 | $5M | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 53,606 | $5M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 53,486 | $5M | 0.5% | 2026-Q1 |
| First Citizens Financial Corp trimmed | 49,747 | $5M | 0.5% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 47,516 | $5M | 0.5% | 2026-Q1 |
| Strategic Blueprint, LLC added | 45,907 | $4M | 0.5% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 43,334 | $4M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 42,803 | $4M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 41,243 | $4M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 34,894 | $3M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 34,125 | $3M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 33,807 | $3M | 0.3% | 2026-Q1 |
| BlackRock, Inc. trimmed | 32,062 | $3M | 0.3% | 2026-Q1 |
| SOUTHERN CAPITAL ADVISORS, LLC trimmed | 31,174 | $3M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 31,620 | $3M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 30,739 | $3M | 0.3% | 2026-Q1 |
| COTTONWOOD CAPITAL ADVISORS, LLC added | 30,641 | $3M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 27,716 | $3M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 27,192 | $3M | 0.3% | 2026-Q1 |
| FMR LLC added | 24,089 | $2M | 0.2% | 2026-Q1 |
| Stillwater Capital Advisors, LLC trimmed | 21,854 | $2M | 0.2% | 2026-Q1 |
| AMG National Trust Bank added | 21,354 | $2M | 0.2% | 2026-Q1 |
| TRITONPOINT WEALTH, LLC trimmed | 19,986 | $2M | 0.2% | 2026-Q1 |
| Stonebridge Financial Planning Group, LLC trimmed | 19,859 | $2M | 0.2% | 2026-Q1 |
| PATTEN & PATTEN INC/TN trimmed | 18,694 | $2M | 0.2% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 18,288 | $2M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 18,041 | $2M | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 17,950 | $2M | 0.2% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 17,151 | $2M | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC added | 17,125 | $2M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 15,329 | $1M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 15,106 | $1M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 14,964 | $1M | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 14,844 | $1M | 0.2% | 2026-Q1 |
| GARRISON POINT ADVISORS, LLC | 14,343 | $1M | 0.1% | 2026-Q1 |
| SPINNAKER TRUST | 13,928 | $1M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 13,546 | $1M | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 12,630 | $1M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 12,615 | $1M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 12,523 | $1M | 0.1% | 2026-Q1 |
| Whitener Capital Management, Inc. added | 11,752 | $1M | 0.1% | 2026-Q1 |
| Lakeshore Capital Group, Inc. trimmed | 11,248 | $1M | 0.1% | 2026-Q1 |
| KKM Financial LLC | 10,534 | $1M | 0.1% | 2026-Q1 |
| Outlook Wealth Advisors, LLC trimmed | 11,026 | $1M | 0.1% | 2026-Q1 |
| Ameliora Wealth Management Ltd. | 11,000 | $1M | 0.1% | 2026-Q1 |
| &PARTNERS trimmed | 10,494 | $1M | 0.1% | 2026-Q1 |
| WESPAC Advisors SoCal, LLC trimmed | 10,492 | $1M | 0.1% | 2026-Q1 |
| Asset One Wealth Management LLC added | 9,758 | $1M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 605,098 | $62M | 6.5% | 2025-Q4 stale |
| PINKERTON WEALTH, LLC added | 344,097 | $34M | 3.6% | 2025-Q2 stale |
| MinichMacGregor Wealth Management, LLC added | 199,422 | $21M | 2.1% | 2025-Q4 stale |
| SPC Financial, Inc. added | 184,644 | $19M | 2.0% | 2025-Q3 stale |
| Gimbal Financial added | 158,527 | $17M | 1.7% | 2025-Q3 stale |
| TWO SIGMA INVESTMENTS, LP added | 143,700 | $15M | 1.5% | 2025-Q4 stale |
| Camarda Financial Advisors, LLC trimmed | 137,272 | $14M | 1.4% | 2025-Q2 stale |
| Prospera Financial Services Inc trimmed | 118,740 | $12M | 1.3% | 2025-Q4 stale |
| ADVISORTRUST PARTNERS, LLC new | 106,471 | $11M | 1.1% | 2025-Q4 stale |
| Three Seasons Wealth, LLC added | 83,169 | $9M | 0.9% | 2025-Q3 stale |
| Cornerstone Wealth Group, LLC new | 72,283 | $8M | 0.8% | 2025-Q3 stale |
| Well Done, LLC added | 71,104 | $7M | 0.8% | 2025-Q4 stale |
| Summit Financial Consulting LLC trimmed | 58,273 | $6M | 0.6% | 2025-Q2 stale |
| Anfield Capital Management, LLC trimmed | 49,789 | $5M | 0.5% | 2025-Q2 stale |
| Qube Research & Technologies Ltd trimmed | 42,917 | $4M | 0.5% | 2025-Q3 stale |
| TRANSATLANTIQUE PRIVATE WEALTH LLC added | 40,819 | $4M | 0.4% | 2025-Q4 stale |
| USA FINANCIAL FORMULAS new | 35,895 | $4M | 0.4% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 34,090 | $4M | 0.4% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 31,924 | $3M | 0.3% | 2025-Q3 stale |
| Madison Park Capital Advisors, LLC added | 32,441 | $3M | 0.3% | 2025-Q4 stale |
| Eaton Financial Holdings Company, LLC | 30,062 | $3M | 0.3% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 25,970 | $3M | 0.3% | 2025-Q4 stale |
| Balboa Wealth Partners added | 26,599 | $3M | 0.3% | 2025-Q2 stale |
| VestGen Advisors, LLC added | 23,733 | $2M | 0.3% | 2025-Q3 stale |
| Lifestyle Asset Management, Inc. added | 22,385 | $2M | 0.2% | 2025-Q3 stale |
| Second Half Financial Partners, LLC new | 24,588 | $2M | 0.2% | 2025-Q1 stale |
| Virtue Capital Management, LLC trimmed | 2,769 | $2M | 0.2% | 2025-Q4 stale |
| WealthCare Asset Management, LLC new | 18,102 | $2M | 0.2% | 2025-Q4 stale |
| Wealthstar Advisors, LLC trimmed | 16,840 | $2M | 0.2% | 2025-Q3 stale |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC trimmed | 16,393 | $2M | 0.2% | 2025-Q4 stale |
| Wagner Wealth Management, Corp new | 14,583 | $2M | 0.2% | 2025-Q4 stale |
| Westwind Capital added | 12,578 | $1M | 0.1% | 2025-Q3 stale |
| Optivise Advisory Services LLC | 13,034 | $1M | 0.1% | 2025-Q2 stale |
| Yeomans Consulting Group, Inc. added | 11,597 | $1M | 0.1% | 2025-Q3 stale |
| Point72 Asset Management, L.P. new | 10,758 | $1M | 0.1% | 2025-Q4 stale |
| Buck Wealth Strategies, LLC trimmed | 9,910 | $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.