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Institutional Ownership · SEC Form 13F

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.

332
Institutional holders
6,548,172
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY trimmed780,288$115M11.7%2026-Q1
WELLS FARGO & COMPANY/MN trimmed450,334$66M6.8%2026-Q1
PGIM Custom Harvest LLC added385,643$57M5.8%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed362,628$54M5.4%2026-Q1
LPL Financial LLC added312,509$46M4.7%2026-Q1
UBS Group AG trimmed256,018$38M3.8%2026-Q1
Kozak & Associates, Inc. added219,197$34M3.5%2026-Q1
ROYAL BANK OF CANADA added226,294$33M3.4%2026-Q1
MML INVESTORS SERVICES, LLC trimmed214,166$32M3.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added204,004$30M3.1%2026-Q1
Legacy Edge Advisors, LLC added110,306$16M1.7%2026-Q1
OSAIC HOLDINGS, INC. added101,942$15M1.5%2026-Q1
Prospera Financial Services Inc trimmed96,392$14M1.4%2026-Q1
AMERIPRISE FINANCIAL INC trimmed95,532$14M1.4%2026-Q1
Cambridge Investment Research Advisors, Inc. added94,980$14M1.4%2026-Q1
MinichMacGregor Wealth Management, LLC added83,451$12M1.3%2026-Q1
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed64,985$10M1.0%2026-Q1
GOLDMAN SACHS GROUP INC added62,848$9M0.9%2026-Q1
Sanctuary Advisors, LLC added59,996$9M0.9%2026-Q1
JONES FINANCIAL COMPANIES LLLP added59,790$9M0.9%2026-Q1
Janney Montgomery Scott LLC added54,010$8M0.8%2026-Q1
HighTower Advisors, LLC trimmed53,141$8M0.8%2026-Q1
Well Done, LLC added52,690$8M0.8%2026-Q1
Focus Partners Wealth added51,372$8M0.8%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed50,000$7M0.8%2026-Q1
Summit Financial Consulting LLC new47,186$7M0.7%2026-Q1
STIFEL FINANCIAL CORP added45,325$7M0.7%2026-Q1
SOUTHERN CAPITAL ADVISORS, LLC added43,785$6M0.7%2026-Q1
Private Advisor Group, LLC trimmed43,050$6M0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added42,954$6M0.6%2026-Q1
AE Wealth Management LLC added41,635$6M0.6%2026-Q1
JPMORGAN CHASE & CO added42,705$6M0.6%2026-Q1
Steward Partners Investment Advisory, LLC added38,915$6M0.6%2026-Q1
Cadent Capital Advisors, LLC added38,388$6M0.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added36,941$5M0.6%2026-Q1
TRUIST FINANCIAL CORP added35,576$5M0.5%2026-Q1
Modus Advisors, LLC trimmed34,053$5M0.5%2026-Q1
Odyssey Capital Advisors, Inc. added33,497$5M0.5%2026-Q1
First Citizens Financial Corp trimmed32,790$5M0.5%2026-Q1
BlackRock, Inc. added31,901$5M0.5%2026-Q1
KINGSWOOD WEALTH ADVISORS, LLC added31,569$5M0.5%2026-Q1
Three Seasons Wealth, LLC added31,293$5M0.5%2026-Q1
Cetera Investment Advisers trimmed28,309$4M0.4%2026-Q1
PRINCIPAL SECURITIES, INC. added28,067$4M0.4%2026-Q1
CX Institutional added27,016$4M0.4%2026-Q1
FMR LLC added25,651$4M0.4%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added25,468$4M0.4%2026-Q1
Frank, Rimerman Advisors LLC24,468$4M0.4%2026-Q1
Mariner, LLC added24,302$4M0.4%2026-Q1
Atria Investments, Inc added24,020$4M0.4%2026-Q1
Adirondack Capital Advisors, LLC added22,310$3M0.3%2026-Q1
MAGNOLIA CAPITAL MANAGEMENT LTD20,076$3M0.3%2026-Q1
OpenArc Corporate Advisory, LLC added19,551$3M0.3%2026-Q1
Creative Planning added19,290$3M0.3%2026-Q1
Tudor Financial Inc. added23,164$3M0.3%2026-Q1
Shulman DeMeo Asset Management LLC trimmed19,036$3M0.3%2026-Q1
Smartleaf Asset Management LLC trimmed19,332$3M0.3%2026-Q1
Rockefeller Capital Management L.P. added18,521$3M0.3%2026-Q1
SCS Capital Management LLC trimmed18,056$3M0.3%2026-Q1
Zurich Insurance Group Ltd/FI17,360$3M0.3%2026-Q1
Bank of New York Mellon Corp added17,257$3M0.3%2026-Q1
Perigon Wealth Management, LLC trimmed16,761$2M0.3%2026-Q1
Waverly Advisors, LLC trimmed16,588$2M0.2%2026-Q1
CITADEL ADVISORS LLC trimmed16,337$2M0.2%2026-Q1
Westwind Capital trimmed15,088$2M0.2%2026-Q1
Equitable Holdings, Inc. trimmed14,626$2M0.2%2026-Q1
Laurel Wealth Advisors LLC added13,685$2M0.2%2026-Q1
Merkkuri Wealth Advisors LLC added14,446$2M0.2%2026-Q1
MMBG INVESTMENT ADVISORS CO. trimmed14,330$2M0.2%2026-Q1
Castle Rock Wealth Management, LLC trimmed14,209$2M0.2%2026-Q1
HRT FINANCIAL LP added14,067$2M0.2%2026-Q1
KKM Financial LLC13,726$2M0.2%2026-Q1
IHT Wealth Management, LLC trimmed13,477$2M0.2%2026-Q1
BARTLETT & CO. WEALTH MANAGEMENT LLC12,335$2M0.2%2026-Q1
SCOTIA CAPITAL INC. added12,073$2M0.2%2026-Q1
Waterloo Capital, L.P. added12,047$2M0.2%2026-Q1
JBR Co Financial Management Inc11,847$2M0.2%2026-Q1
Virtue Capital Management, LLC trimmed12,184$2M0.2%2026-Q1
Essex LLC added11,440$2M0.2%2026-Q1
Snowden Capital Advisors LLC trimmed11,431$2M0.2%2026-Q1
Stillwater Capital Advisors, LLC trimmed11,109$2M0.2%2026-Q1
CITIGROUP INC trimmed11,036$2M0.2%2026-Q1
Tower Research Capital LLC (TRC) added10,930$2M0.2%2026-Q1
DAVENPORT & Co LLC trimmed10,725$2M0.2%2026-Q1
Quantinno Capital Management LP trimmed10,087$1M0.2%2026-Q1
Baird Financial Group, Inc. added9,930$1M0.1%2026-Q1
Keating Financial Advisory Services, Inc. trimmed9,488$1M0.1%2026-Q1
BANK OF MONTREAL /CAN/ trimmed9,457$1M0.1%2026-Q1
Ameritas Advisory Services, LLC trimmed8,898$1M0.1%2026-Q1
Ignite Planners, LLC added8,894$1M0.1%2026-Q1
Ridge Creek Global, Inc8,889$1M0.1%2026-Q1
Rollins Financial Advisors, LLC added8,848$1M0.1%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE added622,991$81M8.3%2025-Q1 stale
Allianz SE53,860$7M0.7%2025-Q1 stale
Lindbrook Capital, LLC trimmed33,877$4M0.4%2025-Q1 stale
GTS SECURITIES LLC new20,058$3M0.3%2025-Q2 stale
EWG Elevate Inc. added13,118$2M0.2%2025-Q2 stale
Transform Wealth, LLC added13,461$2M0.2%2025-Q1 stale
Tradewinds, LLC. new11,926$2M0.2%2025-Q2 stale
NOMURA ASSET MANAGEMENT CO LTD10,370$2M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership