Who owns IYH
Which tracked institutional funds hold IYH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IYH 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
31 tracked funds added or opened IYH while 80 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
IYH’s largest tracked holder by dollar value, FIL Ltd, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IYH 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 512 tracked filers holding IYH, 194 increased or opened the position and 228 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 IYH 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 5
- GFS Advisors, LLC$6M
- Gerald Baker Financial Group LLC$4M
- Buck Wealth Strategies, LLC$773K
- CIBC Bancorp USA Inc.$646K
- Avior Wealth Management, LLC$628K
Full exits 27
- FIL Ltd$255M
- SHERMAN PORFOLIOS, LLC$18M
- Camarda Financial Advisors, LLC$15M
- Three Seasons Wealth, LLC$9M
- MARSHALL WACE, LLP$8M
- Summit Financial Consulting LLC$7M
Largest adds
- UBS Group AG$78M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$56M
- PGIM Custom Harvest LLC$20M
- PINKERTON WEALTH, LLC$16M
- WELLS FARGO & COMPANY/MN$5M
- TWO SIGMA INVESTMENTS, LP$5M
Largest trims
- HSBC HOLDINGS PLC$80M
- LPL Financial LLC$11M
- PRINCIPAL FINANCIAL GROUP INC$11M
- MORGAN STANLEY$10M
- RPS ADVISORY SOLUTIONS LLC$8M
- BNP PARIBAS FINANCIAL MARKETS$7M
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 |
|---|---|---|---|---|
| UBS Group AG added | 2,525,384 | $156M | 9.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,228,857 | $137M | 8.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,529,508 | $94M | 5.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,412,046 | $87M | 5.1% | 2026-Q1 |
| PGIM Custom Harvest LLC added | 1,068,453 | $66M | 3.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,046,742 | $65M | 3.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,003,253 | $62M | 3.7% | 2026-Q1 |
| PINKERTON WEALTH, LLC added | 861,189 | $56M | 3.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 899,816 | $55M | 3.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 694,455 | $43M | 2.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 671,704 | $41M | 2.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 421,205 | $26M | 1.5% | 2026-Q1 |
| OAKWORTH CAPITAL, INC. added | 417,233 | $26M | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 376,181 | $23M | 1.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 350,033 | $22M | 1.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 287,995 | $18M | 1.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 272,518 | $17M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers added | 206,074 | $13M | 0.8% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 185,111 | $11M | 0.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 176,967 | $11M | 0.6% | 2026-Q1 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC added | 154,634 | $10M | 0.6% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 148,586 | $9M | 0.5% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 145,657 | $9M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 136,130 | $8M | 0.5% | 2026-Q1 |
| ARKANSAS FINANCIAL GROUP, INC. added | 129,578 | $8M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 131,870 | $8M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 121,187 | $7M | 0.4% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP trimmed | 118,428 | $7M | 0.4% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 117,020 | $7M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 115,987 | $7M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 111,333 | $7M | 0.4% | 2026-Q1 |
| SP Asset Management LLC trimmed | 102,401 | $6M | 0.4% | 2026-Q1 |
| First Citizens Financial Corp trimmed | 92,880 | $6M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 92,460 | $6M | 0.3% | 2026-Q1 |
| GFS Advisors, LLC new | 21,325 | $6M | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 86,810 | $5M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 86,527 | $5M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 75,678 | $5M | 0.3% | 2026-Q1 |
| Stillwater Capital Advisors, LLC trimmed | 74,120 | $5M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 72,796 | $4M | 0.3% | 2026-Q1 |
| HC Advisors, LLC trimmed | 72,329 | $4M | 0.3% | 2026-Q1 |
| PETTYJOHN, WOOD & WHITE, INC trimmed | 72,075 | $4M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 71,108 | $4M | 0.3% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 69,242 | $4M | 0.3% | 2026-Q1 |
| FORTE ASSET MANAGEMENT LLC trimmed | 65,952 | $4M | 0.2% | 2026-Q1 |
| Lighthouse Financial LLC added | 63,223 | $4M | 0.2% | 2026-Q1 |
| Sowa Financial Group, Inc. trimmed | 57,422 | $4M | 0.2% | 2026-Q1 |
| Gerald Baker Financial Group LLC new | 60,737 | $4M | 0.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 54,716 | $3M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 54,471 | $3M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 53,754 | $3M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 53,391 | $3M | 0.2% | 2026-Q1 |
| National Philanthropic Trust trimmed | 53,165 | $3M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 51,739 | $3M | 0.2% | 2026-Q1 |
| Creative Planning added | 50,404 | $3M | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 49,036 | $3M | 0.2% | 2026-Q1 |
| Ethos Financial Group, LLC | 45,746 | $3M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 47,933 | $3M | 0.2% | 2026-Q1 |
| Audent Global Asset Management, LLC trimmed | 46,958 | $3M | 0.2% | 2026-Q1 |
| RAINEY & RANDALL WEALTH ADVISORS INC. trimmed | 46,687 | $3M | 0.2% | 2026-Q1 |
| FMR LLC added | 45,628 | $3M | 0.2% | 2026-Q1 |
| Mine & Arao Wealth Creation & Management, LLC. trimmed | 43,381 | $3M | 0.2% | 2026-Q1 |
| LOM Asset Management Ltd trimmed | 41,822 | $3M | 0.2% | 2026-Q1 |
| Conservest Capital Advisors, Inc. trimmed | 40,785 | $3M | 0.1% | 2026-Q1 |
| Smartleaf Asset Management LLC trimmed | 41,095 | $2M | 0.1% | 2026-Q1 |
| Laurel Wealth Advisors LLC added | 38,396 | $2M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 37,336 | $2M | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 37,235 | $2M | 0.1% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 37,120 | $2M | 0.1% | 2026-Q1 |
| Empirical Asset Management, LLC trimmed | 35,470 | $2M | 0.1% | 2026-Q1 |
| Essex LLC added | 35,121 | $2M | 0.1% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 34,070 | $2M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 33,577 | $2M | 0.1% | 2026-Q1 |
| NWF Advisory Services Inc. added | 32,560 | $2M | 0.1% | 2026-Q1 |
| Quest 10 Wealth Builders, Inc. added | 32,207 | $2M | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 31,379 | $2M | 0.1% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 30,820 | $2M | 0.1% | 2026-Q1 |
| Zurich Insurance Group Ltd/FI | 29,630 | $2M | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 29,232 | $2M | 0.1% | 2026-Q1 |
| AUA CAPITAL MANAGEMENT, LLC trimmed | 29,207 | $2M | 0.1% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC trimmed | 29,095 | $2M | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 27,888 | $2M | 0.1% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 27,748 | $2M | 0.1% | 2026-Q1 |
| MMBG INVESTMENT ADVISORS CO. trimmed | 27,470 | $2M | 0.1% | 2026-Q1 |
| FIL Ltd added | 3,894,874 | $255M | 15.0% | 2025-Q4 stale |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 933,373 | $55M | 3.2% | 2025-Q3 stale |
| J. Safra Sarasin Holding AG added | 339,610 | $21M | 1.2% | 2025-Q1 stale |
| SHERMAN PORFOLIOS, LLC new | 271,156 | $18M | 1.0% | 2025-Q4 stale |
| Camarda Financial Advisors, LLC new | 223,592 | $15M | 0.9% | 2025-Q4 stale |
| Three Seasons Wealth, LLC new | 144,312 | $9M | 0.6% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 120,459 | $8M | 0.5% | 2025-Q4 stale |
| Summit Financial Consulting LLC new | 109,847 | $7M | 0.4% | 2025-Q4 stale |
| Lifestyle Asset Management, Inc. new | 50,593 | $3M | 0.2% | 2025-Q4 stale |
| Balboa Wealth Partners new | 44,382 | $3M | 0.2% | 2025-Q4 stale |
| CW Advisors, LLC added | 45,116 | $3M | 0.2% | 2025-Q2 stale |
| USA FINANCIAL FORMULAS new | 39,109 | $3M | 0.2% | 2025-Q4 stale |
| Sheridan Capital Management, LLC trimmed | 44,442 | $3M | 0.1% | 2025-Q2 stale |
| Vishria Bird Financial Group, LLC trimmed | 39,007 | $2M | 0.1% | 2025-Q1 stale |
| 1832 Asset Management L.P. added | 31,791 | $2M | 0.1% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. added | 34,900 | $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.