Who owns IYG
Which tracked institutional funds hold IYG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IYG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-21). 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
41 tracked funds added or opened IYG while 30 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
IYG’s largest tracked holder by dollar value, Dynasty Wealth Management, LLC, sizes it at 1.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IYG 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 249 tracked filers holding IYG, 100 increased or opened the position and 121 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 IYG 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 2
- J.W. COLE ADVISORS, INC.$6M
- Qube Research & Technologies Ltd$1M
Full exits 13
- Janney Montgomery Scott LLC$16M
- Independent Advisor Alliance$5M
- BNP PARIBAS FINANCIAL MARKETS$4M
- Prostatis Group LLC$4M
- Wallace Hart LLC$3M
- HighTower Advisors, LLC$3M
Largest adds
- GOLDMAN SACHS GROUP INC$40M
- RiverFront Investment Group, LLC$15M
- MORGAN STANLEY$13M
- ENVESTNET ASSET MANAGEMENT INC$7M
- ROYAL BANK OF CANADA$5M
- BANK OF AMERICA CORP /DE/$4M
Largest trims
- Dynasty Wealth Management, LLC$41M
- Baltimore-Washington Financial Advisors, Inc.$25M
- OpenArc Corporate Advisory, LLC$19M
- MML INVESTORS SERVICES, LLC$16M
- Kozak & Associates, Inc.$9M
- SAGESPRING WEALTH PARTNERS, LLC$7M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Dynasty Wealth Management, LLC trimmed | 1,545,194 | $140M | 9.8% | 2026-Q2 |
| RiverFront Investment Group, LLC added | 1,523,347 | $138M | 9.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,387,734 | $126M | 8.8% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,224,738 | $111M | 7.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,222,231 | $111M | 7.7% | 2026-Q2 |
| MORGAN STANLEY added | 1,088,602 | $98M | 6.9% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 739,777 | $67M | 4.7% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC trimmed | 487,555 | $44M | 3.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 479,885 | $43M | 3.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 461,178 | $42M | 2.9% | 2026-Q2 |
| LPL Financial LLC trimmed | 448,681 | $41M | 2.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 436,095 | $39M | 2.8% | 2026-Q2 |
| PGIM Custom Harvest LLC trimmed | 362,421 | $33M | 2.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 344,920 | $31M | 2.2% | 2026-Q2 |
| Kozak & Associates, Inc. trimmed | 305,432 | $28M | 2.0% | 2026-Q2 |
| Circle Wealth Management, LLC | 294,600 | $27M | 1.9% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 193,645 | $18M | 1.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 155,400 | $14M | 1.0% | 2026-Q2 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. added | 153,440 | $14M | 1.0% | 2026-Q2 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 148,491 | $13M | 0.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 145,844 | $13M | 0.9% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 133,068 | $12M | 0.8% | 2026-Q2 |
| ARKANSAS FINANCIAL GROUP, INC. added | 130,414 | $12M | 0.8% | 2026-Q2 |
| SAM Advisors, LLC added | 119,266 | $11M | 0.8% | 2026-Q2 |
| Baltimore-Washington Financial Advisors, Inc. trimmed | 116,377 | $11M | 0.7% | 2026-Q2 |
| UBS Group AG added | 111,801 | $10M | 0.7% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 97,752 | $9M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 96,853 | $9M | 0.6% | 2026-Q2 |
| Howard Capital Management Group, LLC trimmed | 93,198 | $8M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 84,053 | $8M | 0.5% | 2026-Q2 |
| BANK OF NOVA SCOTIA | 72,600 | $7M | 0.5% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 70,874 | $6M | 0.4% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 69,435 | $6M | 0.4% | 2026-Q2 |
| UNIQUE WEALTH, LLC trimmed | 66,997 | $6M | 0.4% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 65,846 | $6M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 57,130 | $5M | 0.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 54,092 | $5M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 50,139 | $5M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 47,831 | $4M | 0.3% | 2026-Q2 |
| Centerline Wealth Advisors, LLC trimmed | 46,093 | $4M | 0.3% | 2026-Q2 |
| FORTE ASSET MANAGEMENT LLC added | 45,898 | $4M | 0.3% | 2026-Q2 |
| Bernard Wealth Management Corp. trimmed | 43,980 | $4M | 0.3% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 43,756 | $4M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 38,867 | $4M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 35,200 | $3M | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 33,463 | $3M | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC added | 31,430 | $3M | 0.2% | 2026-Q2 |
| Storen Legacy Partners, LLC trimmed | 31,125 | $3M | 0.2% | 2026-Q2 |
| Diversified Enterprises, LLC trimmed | 30,843 | $3M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 26,741 | $2M | 0.2% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 25,693 | $2M | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 24,666 | $2M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 24,320 | $2M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 23,401 | $2M | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. added | 23,235 | $2M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 22,812 | $2M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 21,779 | $2M | 0.1% | 2026-Q2 |
| PATTEN & PATTEN INC/TN trimmed | 21,176 | $2M | 0.1% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 20,836 | $2M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 20,234 | $2M | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. | 19,797 | $2M | 0.1% | 2026-Q2 |
| AMG National Trust Bank added | 19,094 | $2M | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 18,973 | $2M | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ added | 18,260 | $2M | 0.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 17,727 | $2M | 0.1% | 2026-Q2 |
| OMNI 360 Wealth, Inc. added | 16,775 | $2M | 0.1% | 2026-Q2 |
| FMR LLC added | 16,695 | $2M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 16,393 | $1M | 0.1% | 2026-Q2 |
| Caliber Wealth Management, LLC / KS added | 16,293 | $1M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 15,019 | $1M | 0.1% | 2026-Q2 |
| BROWN ADVISORY INC | 13,104 | $1M | 0.1% | 2026-Q2 |
| COTTONWOOD CAPITAL ADVISORS, LLC trimmed | 12,822 | $1M | 0.1% | 2026-Q2 |
| GARRISON POINT ADVISORS, LLC trimmed | 12,575 | $1M | 0.1% | 2026-Q2 |
| Sequent Planning LLC added | 12,317 | $1M | 0.1% | 2026-Q2 |
| Mine & Arao Wealth Creation & Management, LLC. added | 12,073 | $1M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 12,062 | $1M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 11,752 | $1M | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 11,457 | $1M | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11,019 | $997K | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 10,882 | $985K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 10,812 | $978K | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 10,692 | $967K | 0.1% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC trimmed | 10,499 | $950K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc | 10,429 | $944K | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 10,359 | $937K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 10,198 | $923K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 9,840 | $890K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 9,257 | $838K | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 9,254 | $837K | 0.1% | 2026-Q2 |
| WBH ADVISORY INC trimmed | 8,903 | $805K | 0.1% | 2026-Q2 |
| Quotient Wealth Partners, LLC added | 8,453 | $765K | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 8,261 | $747K | 0.1% | 2026-Q2 |
| Cordatus Wealth Management LLC | 8,256 | $747K | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 7,989 | $723K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 7,247 | $678K | 0.0% | 2026-Q2 |
| Financial Partners Group, Inc added | 6,922 | $626K | 0.0% | 2026-Q2 |
| Lakeshore Capital Group, Inc. trimmed | 6,891 | $623K | 0.0% | 2026-Q2 |
| Harbor Asset Planning, Inc. trimmed | 6,719 | $608K | 0.0% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 6,444 | $583K | 0.0% | 2026-Q2 |
| Castle Rock Wealth Management, LLC trimmed | 6,322 | $584K | 0.0% | 2026-Q2 |
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.