Who owns IYJ (IYJ)
Which tracked institutional funds hold IYJ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IYJ 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
43 tracked funds added or opened IYJ while 26 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
IYJ’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 IYJ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IYJ 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 332 tracked filers holding IYJ, 144 increased or opened the position and 122 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 IYJ 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 12
- Summit Financial Consulting LLC$7M
- Three Seasons Wealth, LLC$5M
- CITADEL ADVISORS LLC$2M
- HRT FINANCIAL LP$2M
- Tower Research Capital LLC (TRC)$2M
- AQR CAPITAL MANAGEMENT LLC$1M
Full exits 7
- NOMURA ASSET MANAGEMENT CO LTD$2M
- Capital Asset Advisory Services LLC$1M
- AXXCESS WEALTH MANAGEMENT, LLC$1M
- COMERICA BANK$1M
- Biondo Investment Advisors, LLC$1M
- IFG Advisory, LLC$671K
Largest adds
- Cambridge Investment Research Advisors, Inc.$8M
- PGIM Custom Harvest LLC$8M
- AE Wealth Management LLC$6M
- Focus Partners Wealth$6M
- RAYMOND JAMES FINANCIAL INC$2M
- ROYAL BANK OF CANADA$2M
Largest trims
- BANK OF AMERICA CORP /DE/$31M
- FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$22M
- BNP PARIBAS FINANCIAL MARKETS$7M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7M
- MML INVESTORS SERVICES, LLC$7M
- Cetera Investment Advisers$4M
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 | 780,288 | $115M | 11.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 450,334 | $66M | 6.8% | 2026-Q1 |
| PGIM Custom Harvest LLC added | 385,643 | $57M | 5.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 362,628 | $54M | 5.4% | 2026-Q1 |
| LPL Financial LLC added | 312,509 | $46M | 4.7% | 2026-Q1 |
| UBS Group AG trimmed | 256,018 | $38M | 3.8% | 2026-Q1 |
| Kozak & Associates, Inc. added | 219,197 | $34M | 3.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 226,294 | $33M | 3.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 214,166 | $32M | 3.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 204,004 | $30M | 3.1% | 2026-Q1 |
| Legacy Edge Advisors, LLC added | 110,306 | $16M | 1.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 101,942 | $15M | 1.5% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 96,392 | $14M | 1.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 95,532 | $14M | 1.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 94,980 | $14M | 1.4% | 2026-Q1 |
| MinichMacGregor Wealth Management, LLC added | 83,451 | $12M | 1.3% | 2026-Q1 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed | 64,985 | $10M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 62,848 | $9M | 0.9% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 59,996 | $9M | 0.9% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 59,790 | $9M | 0.9% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 54,010 | $8M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 53,141 | $8M | 0.8% | 2026-Q1 |
| Well Done, LLC added | 52,690 | $8M | 0.8% | 2026-Q1 |
| Focus Partners Wealth added | 51,372 | $8M | 0.8% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 50,000 | $7M | 0.8% | 2026-Q1 |
| Summit Financial Consulting LLC new | 47,186 | $7M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 45,325 | $7M | 0.7% | 2026-Q1 |
| SOUTHERN CAPITAL ADVISORS, LLC added | 43,785 | $6M | 0.7% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 43,050 | $6M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 42,954 | $6M | 0.6% | 2026-Q1 |
| AE Wealth Management LLC added | 41,635 | $6M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 42,705 | $6M | 0.6% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 38,915 | $6M | 0.6% | 2026-Q1 |
| Cadent Capital Advisors, LLC added | 38,388 | $6M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 36,941 | $5M | 0.6% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 35,576 | $5M | 0.5% | 2026-Q1 |
| Modus Advisors, LLC trimmed | 34,053 | $5M | 0.5% | 2026-Q1 |
| Odyssey Capital Advisors, Inc. added | 33,497 | $5M | 0.5% | 2026-Q1 |
| First Citizens Financial Corp trimmed | 32,790 | $5M | 0.5% | 2026-Q1 |
| BlackRock, Inc. added | 31,901 | $5M | 0.5% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 31,569 | $5M | 0.5% | 2026-Q1 |
| Three Seasons Wealth, LLC added | 31,293 | $5M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 28,309 | $4M | 0.4% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 28,067 | $4M | 0.4% | 2026-Q1 |
| CX Institutional added | 27,016 | $4M | 0.4% | 2026-Q1 |
| FMR LLC added | 25,651 | $4M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 25,468 | $4M | 0.4% | 2026-Q1 |
| Frank, Rimerman Advisors LLC | 24,468 | $4M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 24,302 | $4M | 0.4% | 2026-Q1 |
| Atria Investments, Inc added | 24,020 | $4M | 0.4% | 2026-Q1 |
| Adirondack Capital Advisors, LLC added | 22,310 | $3M | 0.3% | 2026-Q1 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 20,076 | $3M | 0.3% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC added | 19,551 | $3M | 0.3% | 2026-Q1 |
| Creative Planning added | 19,290 | $3M | 0.3% | 2026-Q1 |
| Tudor Financial Inc. added | 23,164 | $3M | 0.3% | 2026-Q1 |
| Shulman DeMeo Asset Management LLC trimmed | 19,036 | $3M | 0.3% | 2026-Q1 |
| Smartleaf Asset Management LLC trimmed | 19,332 | $3M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 18,521 | $3M | 0.3% | 2026-Q1 |
| SCS Capital Management LLC trimmed | 18,056 | $3M | 0.3% | 2026-Q1 |
| Zurich Insurance Group Ltd/FI | 17,360 | $3M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 17,257 | $3M | 0.3% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 16,761 | $2M | 0.3% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 16,588 | $2M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 16,337 | $2M | 0.2% | 2026-Q1 |
| Westwind Capital trimmed | 15,088 | $2M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 14,626 | $2M | 0.2% | 2026-Q1 |
| Laurel Wealth Advisors LLC added | 13,685 | $2M | 0.2% | 2026-Q1 |
| Merkkuri Wealth Advisors LLC added | 14,446 | $2M | 0.2% | 2026-Q1 |
| MMBG INVESTMENT ADVISORS CO. trimmed | 14,330 | $2M | 0.2% | 2026-Q1 |
| Castle Rock Wealth Management, LLC trimmed | 14,209 | $2M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 14,067 | $2M | 0.2% | 2026-Q1 |
| KKM Financial LLC | 13,726 | $2M | 0.2% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 13,477 | $2M | 0.2% | 2026-Q1 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 12,335 | $2M | 0.2% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 12,073 | $2M | 0.2% | 2026-Q1 |
| Waterloo Capital, L.P. added | 12,047 | $2M | 0.2% | 2026-Q1 |
| JBR Co Financial Management Inc | 11,847 | $2M | 0.2% | 2026-Q1 |
| Virtue Capital Management, LLC trimmed | 12,184 | $2M | 0.2% | 2026-Q1 |
| Essex LLC added | 11,440 | $2M | 0.2% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 11,431 | $2M | 0.2% | 2026-Q1 |
| Stillwater Capital Advisors, LLC trimmed | 11,109 | $2M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 11,036 | $2M | 0.2% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 10,930 | $2M | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 10,725 | $2M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 10,087 | $1M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 9,930 | $1M | 0.1% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. trimmed | 9,488 | $1M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 9,457 | $1M | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 8,898 | $1M | 0.1% | 2026-Q1 |
| Ignite Planners, LLC added | 8,894 | $1M | 0.1% | 2026-Q1 |
| Ridge Creek Global, Inc | 8,889 | $1M | 0.1% | 2026-Q1 |
| Rollins Financial Advisors, LLC added | 8,848 | $1M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 622,991 | $81M | 8.3% | 2025-Q1 stale |
| Allianz SE | 53,860 | $7M | 0.7% | 2025-Q1 stale |
| Lindbrook Capital, LLC trimmed | 33,877 | $4M | 0.4% | 2025-Q1 stale |
| GTS SECURITIES LLC new | 20,058 | $3M | 0.3% | 2025-Q2 stale |
| EWG Elevate Inc. added | 13,118 | $2M | 0.2% | 2025-Q2 stale |
| Transform Wealth, LLC added | 13,461 | $2M | 0.2% | 2025-Q1 stale |
| Tradewinds, LLC. new | 11,926 | $2M | 0.2% | 2025-Q2 stale |
| NOMURA ASSET MANAGEMENT CO LTD | 10,370 | $2M | 0.2% | 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.