Who owns IYE (IYE)
Which tracked institutional funds hold IYE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IYE 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 IYE is one-sided between 2025-Q4 and 2026-Q1: 104 added or opened and 11 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
IYE’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 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes IYE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IYE 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 333 tracked filers holding IYE, 174 increased or opened the position and 107 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 IYE 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 26
- Quadrature Capital Ltd$20M
- MARSHALL WACE, LLP$10M
- RPS ADVISORY SOLUTIONS LLC$9M
- WealthCare Asset Management, LLC$8M
- Allianz Asset Management GmbH$8M
- RENAISSANCE TECHNOLOGIES LLC$5M
Full exits 7
- Summit Financial Consulting LLC$7M
- Dentgroup LLC$1M
- Matthew Goff Investment Advisor, LLC$1M
- Capital Advisory Group Advisory Services, LLC$1M
- Tower Research Capital LLC (TRC)$980K
- Virtue Capital Management, LLC$856K
Largest adds
- BANK OF AMERICA CORP /DE/$53M
- BNP PARIBAS FINANCIAL MARKETS$51M
- MORGAN STANLEY$31M
- PGIM Custom Harvest LLC$26M
- WELLS FARGO & COMPANY/MN$18M
- LPL Financial LLC$18M
Largest trims
- NewEdge Advisors, LLC$2M
- Hilltop Holdings Inc.$888K
- Corient Private Wealth LLC$528K
- Pathstone Holdings, LLC$365K
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 trimmed | 1,804,044 | $117M | 12.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,526,984 | $99M | 10.2% | 2026-Q1 |
| PGIM Custom Harvest LLC added | 1,459,665 | $95M | 9.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 970,814 | $63M | 6.5% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 802,696 | $52M | 5.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC | 722,662 | $47M | 4.8% | 2026-Q1 |
| LPL Financial LLC added | 626,083 | $41M | 4.2% | 2026-Q1 |
| UBS Group AG added | 612,860 | $40M | 4.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 387,503 | $25M | 2.6% | 2026-Q1 |
| Quadrature Capital Ltd added | 310,964 | $20M | 2.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 304,111 | $20M | 2.0% | 2026-Q1 |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $19M | 2.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 247,020 | $16M | 1.7% | 2026-Q1 |
| Banco Santander, S.A. added | 195,297 | $13M | 1.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 179,406 | $12M | 1.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 175,143 | $11M | 1.2% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 172,766 | $11M | 1.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 158,836 | $10M | 1.1% | 2026-Q1 |
| Mariner, LLC trimmed | 139,511 | $9M | 0.9% | 2026-Q1 |
| RPS ADVISORY SOLUTIONS LLC new | 133,941 | $9M | 0.9% | 2026-Q1 |
| WealthCare Asset Management, LLC new | 129,812 | $8M | 0.9% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 125,854 | $8M | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 119,189 | $8M | 0.8% | 2026-Q1 |
| Allianz Asset Management GmbH added | 118,650 | $8M | 0.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 110,351 | $7M | 0.8% | 2026-Q1 |
| AE Wealth Management LLC added | 110,703 | $7M | 0.7% | 2026-Q1 |
| AMG National Trust Bank added | 107,358 | $7M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 106,168 | $7M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 102,779 | $7M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 102,720 | $7M | 0.7% | 2026-Q1 |
| Baird Financial Group, Inc. added | 100,189 | $6M | 0.7% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 73,700 | $5M | 0.5% | 2026-Q1 |
| Zurich Insurance Group Ltd/FI trimmed | 71,700 | $5M | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 68,213 | $4M | 0.5% | 2026-Q1 |
| FORTE ASSET MANAGEMENT LLC trimmed | 65,203 | $4M | 0.4% | 2026-Q1 |
| Three Seasons Wealth, LLC new | 64,694 | $4M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 63,685 | $4M | 0.4% | 2026-Q1 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. trimmed | 59,629 | $4M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 56,568 | $4M | 0.4% | 2026-Q1 |
| VestGen Advisors, LLC new | 56,629 | $3M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 51,986 | $3M | 0.3% | 2026-Q1 |
| Hilltop Holdings Inc. trimmed | 51,140 | $3M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 49,777 | $3M | 0.3% | 2026-Q1 |
| Artesa Financial Group, LLC added | 48,065 | $3M | 0.3% | 2026-Q1 |
| Counterweight Ventures, LLC added | 46,335 | $3M | 0.3% | 2026-Q1 |
| Biondo Investment Advisors, LLC added | 46,129 | $3M | 0.3% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 45,215 | $3M | 0.3% | 2026-Q1 |
| Gerald Baker Financial Group LLC new | 61,276 | $3M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 42,777 | $3M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 42,464 | $3M | 0.3% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC trimmed | 41,586 | $3M | 0.3% | 2026-Q1 |
| Symphony Financial, Ltd. Co. new | 39,384 | $3M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 38,223 | $2M | 0.3% | 2026-Q1 |
| Wealthstar Advisors, LLC trimmed | 37,929 | $2M | 0.3% | 2026-Q1 |
| Waterloo Capital, L.P. added | 37,534 | $2M | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP added | 37,277 | $2M | 0.2% | 2026-Q1 |
| First Citizens Financial Corp trimmed | 35,660 | $2M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 34,983 | $2M | 0.2% | 2026-Q1 |
| BlackRock, Inc. added | 34,488 | $2M | 0.2% | 2026-Q1 |
| SOUTHERN CAPITAL ADVISORS, LLC new | 34,082 | $2M | 0.2% | 2026-Q1 |
| AK GLOBAL ASSET MANAGEMENT, LLC new | 18,522 | $2M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 31,881 | $2M | 0.2% | 2026-Q1 |
| Creative Planning added | 29,743 | $2M | 0.2% | 2026-Q1 |
| Crestwood Advisors Group, LLC trimmed | 29,342 | $2M | 0.2% | 2026-Q1 |
| Foundation Wealth Management, LLC trimmed | 27,516 | $2M | 0.2% | 2026-Q1 |
| Apeiron RIA LLC added | 27,469 | $2M | 0.2% | 2026-Q1 |
| Heartwood Wealth Advisors LLC added | 26,403 | $2M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 26,185 | $2M | 0.2% | 2026-Q1 |
| Headlands Technologies LLC added | 24,897 | $2M | 0.2% | 2026-Q1 |
| Ballew Advisors, Inc trimmed | 25,709 | $2M | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC added | 23,859 | $2M | 0.2% | 2026-Q1 |
| Allen Investment Management, LLC | 23,562 | $2M | 0.2% | 2026-Q1 |
| WHITTIER TRUST CO OF NEVADA INC | 24,112 | $2M | 0.2% | 2026-Q1 |
| Csenge Advisory Group trimmed | 23,144 | $1M | 0.2% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 22,843 | $1M | 0.2% | 2026-Q1 |
| ROCKLAND TRUST CO trimmed | 22,566 | $1M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 22,235 | $1M | 0.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 21,775 | $1M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 21,757 | $1M | 0.1% | 2026-Q1 |
| Wealth Management Partners, LLC trimmed | 21,647 | $1M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 39,681 | $1M | 0.1% | 2026-Q1 |
| Asempa Wealth Advisors trimmed | 21,904 | $1M | 0.1% | 2026-Q1 |
| Commonwealth Retirement Investments LLC trimmed | 20,141 | $1M | 0.1% | 2026-Q1 |
| COTTONWOOD CAPITAL ADVISORS, LLC trimmed | 19,966 | $1M | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 19,552 | $1M | 0.1% | 2026-Q1 |
| LIBERTY WEALTH MANAGEMENT LLC added | 17,773 | $1M | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 17,607 | $1M | 0.1% | 2026-Q1 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC new | 17,432 | $1M | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 17,366 | $1M | 0.1% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. new | 16,717 | $1M | 0.1% | 2026-Q1 |
| HARMONY ASSET MANAGEMENT LLC new | 16,509 | $1M | 0.1% | 2026-Q1 |
| CWM, LLC trimmed | 16,376 | $1M | 0.1% | 2026-Q1 |
| Summit Financial Consulting LLC added | 153,227 | $7M | 0.8% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 74,593 | $4M | 0.4% | 2025-Q3 stale |
| Empowered Funds, LLC new | 58,672 | $3M | 0.3% | 2025-Q3 stale |
| SYNOVUS FINANCIAL CORP added | 44,465 | $2M | 0.2% | 2025-Q3 stale |
| D. E. Shaw & Co., Inc. added | 32,877 | $2M | 0.2% | 2025-Q3 stale |
| Dentgroup LLC trimmed | 30,452 | $1M | 0.1% | 2025-Q4 stale |
| Matthew Goff Investment Advisor, LLC trimmed | 9,669 | $1M | 0.1% | 2025-Q4 stale |
| Capital Advisory Group Advisory Services, LLC trimmed | 23,950 | $1M | 0.1% | 2025-Q4 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.