Who owns IYF
Which tracked institutional funds hold IYF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IYF 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
37 tracked funds added or opened IYF while 108 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
IYF’s largest tracked holder by dollar value, Dynasty Wealth Management, LLC, sizes it at 2.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 1.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IYF 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 466 tracked filers holding IYF, 181 increased or opened the position and 212 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 IYF 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 15
- TWO SIGMA INVESTMENTS, LP$66M
- FLOW TRADERS U.S. LLC$4M
- JANE STREET GROUP, LLC$3M
- HRT FINANCIAL LP$2M
- GTS SECURITIES LLC$1M
- Matthew Goff Investment Advisor, LLC$1M
Full exits 22
- Dynasty Wealth Management, LLC$227M
- WealthCare Asset Management, LLC$8M
- UNIQUE WEALTH, LLC$6M
- CITADEL ADVISORS LLC$3M
- DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$2M
- Apeiron RIA LLC$2M
Largest adds
- PGIM Custom Harvest LLC$50M
- Tower Research Capital LLC (TRC)$7M
- RAYMOND JAMES FINANCIAL INC$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- ENVESTNET ASSET MANAGEMENT INC$2M
- Safe Harbor Fiduciary, LLC$1M
Largest trims
- JPMORGAN CHASE & CO$120M
- SAGESPRING WEALTH PARTNERS, LLC$105M
- HSBC HOLDINGS PLC$102M
- BlackRock, Inc.$61M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$47M
- BANK OF MONTREAL /CAN/$40M
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 |
|---|---|---|---|---|
| Fisher Asset Management, LLC trimmed | 1,717,595 | $202M | 8.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,545,911 | $182M | 7.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,540,548 | $181M | 7.1% | 2026-Q1 |
| Phoenix Financial Ltd. | 1,196,572 | $141M | 5.6% | 2026-Q1 |
| PGIM Custom Harvest LLC added | 1,069,475 | $126M | 5.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 710,650 | $84M | 3.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 645,442 | $76M | 3.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 560,433 | $66M | 2.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 559,000 | $66M | 2.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 425,495 | $50M | 2.0% | 2026-Q1 |
| UBS Group AG trimmed | 407,414 | $48M | 1.9% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 324,033 | $38M | 1.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 314,780 | $37M | 1.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 297,765 | $35M | 1.4% | 2026-Q1 |
| FMR LLC trimmed | 283,210 | $33M | 1.3% | 2026-Q1 |
| Magnus Financial Group LLC added | 206,631 | $24M | 1.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 199,475 | $23M | 0.9% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 191,709 | $23M | 0.9% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 168,436 | $20M | 0.8% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 151,549 | $18M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 145,255 | $17M | 0.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 137,776 | $16M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 135,622 | $16M | 0.6% | 2026-Q1 |
| PATTEN & PATTEN INC/TN trimmed | 116,943 | $14M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 114,417 | $13M | 0.5% | 2026-Q1 |
| XML Financial, LLC added | 113,726 | $13M | 0.5% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 110,053 | $13M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 104,104 | $12M | 0.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 103,468 | $12M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 92,465 | $11M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 83,368 | $10M | 0.4% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC trimmed | 78,407 | $9M | 0.4% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 74,433 | $9M | 0.3% | 2026-Q1 |
| Prasad Wealth Partners, LLC added | 68,233 | $8M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 67,586 | $8M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 56,786 | $7M | 0.3% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 56,587 | $7M | 0.3% | 2026-Q1 |
| WASHINGTON TRUST Co trimmed | 54,586 | $6M | 0.3% | 2026-Q1 |
| First Citizens Financial Corp trimmed | 54,329 | $6M | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 54,302 | $6M | 0.3% | 2026-Q1 |
| Zurich Insurance Group Ltd/FI | 50,250 | $6M | 0.2% | 2026-Q1 |
| Stillwater Capital Advisors, LLC trimmed | 50,063 | $6M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 47,056 | $6M | 0.2% | 2026-Q1 |
| Finley Financial, LLC trimmed | 40,426 | $5M | 0.2% | 2026-Q1 |
| Ethos Financial Group, LLC | 35,362 | $5M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 38,394 | $5M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 34,868 | $4M | 0.2% | 2026-Q1 |
| Gerber Kawasaki Wealth & Investment Management added | 37,957 | $4M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 37,708 | $4M | 0.2% | 2026-Q1 |
| HC Advisors, LLC added | 36,542 | $4M | 0.2% | 2026-Q1 |
| Eagle Strategies LLC added | 36,012 | $4M | 0.2% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. trimmed | 35,539 | $4M | 0.2% | 2026-Q1 |
| KKM Financial LLC | 32,159 | $4M | 0.2% | 2026-Q1 |
| PETTYJOHN, WOOD & WHITE, INC trimmed | 33,180 | $4M | 0.2% | 2026-Q1 |
| SYON CAPITAL LLC added | 32,620 | $4M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 31,792 | $4M | 0.1% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 31,137 | $4M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 31,088 | $4M | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 30,544 | $4M | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 29,709 | $3M | 0.1% | 2026-Q1 |
| Safe Harbor Fiduciary, LLC added | 27,682 | $3M | 0.1% | 2026-Q1 |
| Somerset Group LLC added | 25,237 | $3M | 0.1% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 26,590 | $3M | 0.1% | 2026-Q1 |
| Colony Family Offices, LLC trimmed | 24,982 | $3M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 24,128 | $3M | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 23,990 | $3M | 0.1% | 2026-Q1 |
| Smartleaf Asset Management LLC trimmed | 24,245 | $3M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 23,684 | $3M | 0.1% | 2026-Q1 |
| Nvest Financial, LLC added | 23,029 | $3M | 0.1% | 2026-Q1 |
| WealthCare Investment Partners, LLC added | 22,191 | $3M | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 21,612 | $3M | 0.1% | 2026-Q1 |
| Kovack Advisors, Inc. trimmed | 21,186 | $3M | 0.1% | 2026-Q1 |
| Creative Planning added | 20,806 | $2M | 0.1% | 2026-Q1 |
| CX Institutional added | 20,140 | $2M | 0.1% | 2026-Q1 |
| Dynasty Wealth Management, LLC added | 1,762,552 | $227M | 9.0% | 2025-Q4 stale |
| FIL Ltd added | 1,535,804 | $173M | 6.8% | 2025-Q1 stale |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 983,100 | $119M | 4.7% | 2025-Q2 stale |
| PINKERTON WEALTH, LLC added | 299,584 | $38M | 1.5% | 2025-Q3 stale |
| SHERMAN PORFOLIOS, LLC added | 202,895 | $26M | 1.0% | 2025-Q3 stale |
| SPC Financial, Inc. trimmed | 151,691 | $19M | 0.8% | 2025-Q3 stale |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 143,300 | $17M | 0.7% | 2025-Q2 stale |
| Camarda Financial Advisors, LLC trimmed | 107,545 | $14M | 0.5% | 2025-Q3 stale |
| Horizon Wealth Management, LLC new | 110,892 | $13M | 0.5% | 2025-Q2 stale |
| Moloney Securities Asset Management, LLC added | 73,446 | $9M | 0.4% | 2025-Q3 stale |
| Three Seasons Wealth, LLC added | 69,315 | $9M | 0.3% | 2025-Q3 stale |
| WealthCare Asset Management, LLC new | 64,107 | $8M | 0.3% | 2025-Q4 stale |
| Summit Financial Consulting LLC added | 54,506 | $7M | 0.3% | 2025-Q3 stale |
| UNIQUE WEALTH, LLC added | 50,166 | $6M | 0.3% | 2025-Q4 stale |
| SYNOVUS FINANCIAL CORP added | 36,482 | $5M | 0.2% | 2025-Q3 stale |
| Gimbal Financial new | 40,359 | $5M | 0.2% | 2025-Q1 stale |
| Kovitz Investment Group Partners, LLC added | 25,835 | $3M | 0.1% | 2025-Q3 stale |
| Financial Management Professionals, Inc. trimmed | 27,367 | $3M | 0.1% | 2025-Q1 stale |
| Transform Wealth, LLC added | 26,476 | $3M | 0.1% | 2025-Q1 stale |
| CITADEL ADVISORS LLC added | 22,779 | $3M | 0.1% | 2025-Q4 stale |
| USA FINANCIAL FORMULAS trimmed | 22,880 | $3M | 0.1% | 2025-Q3 stale |
| Balboa Wealth Partners added | 22,087 | $3M | 0.1% | 2025-Q3 stale |
| VestGen Advisors, LLC new | 19,630 | $2M | 0.1% | 2025-Q3 stale |
| Cadent Capital Advisors, LLC added | 19,565 | $2M | 0.1% | 2025-Q3 stale |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 19,005 | $2M | 0.1% | 2025-Q4 stale |
| Lifestyle Asset Management, Inc. added | 18,797 | $2M | 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.