Who owns IYK (IYK)
Which tracked institutional funds hold IYK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IYK 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
47 tracked funds added or opened IYK while 31 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
IYK’s largest tracked holder by dollar value, Dynasty Wealth Management, LLC, sizes it at 1.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IYK 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 292 tracked filers holding IYK, 124 increased or opened the position and 123 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 IYK 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 19
- Dynasty Wealth Management, LLC$149M
- OpenArc Corporate Advisory, LLC$69M
- SAGESPRING WEALTH PARTNERS, LLC$63M
- UNIQUE WEALTH, LLC$7M
- Centerline Wealth Advisors, LLC$4M
- Storen Legacy Partners, LLC$3M
Full exits 6
- Leo Wealth, LLC$2M
- Mawer Investment Management Ltd.$1M
- TFB Advisors LLC$778K
- Welch Group, LLC$767K
- BOSTON RESEARCH & MANAGEMENT INC$702K
- COMERICA BANK$639K
Largest adds
- JPMORGAN CHASE & CO$76M
- AMERIPRISE FINANCIAL INC$30M
- BNP PARIBAS FINANCIAL MARKETS$21M
- Key Client Fiduciary Advisors, LLC$9M
- COMMONWEALTH EQUITY SERVICES, LLC$7M
- ROYAL BANK OF CANADA$3M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.6B
- CITADEL ADVISORS LLC$16M
- Cambridge Investment Research Advisors, Inc.$8M
- UBS Group AG$5M
- LPL Financial LLC$3M
- Zurich Insurance Group Ltd/FI$3M
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 |
|---|---|---|---|---|
| Dynasty Wealth Management, LLC new | 2,128,826 | $149M | 12.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,133,439 | $79M | 6.9% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC new | 989,925 | $69M | 6.0% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC new | 900,649 | $63M | 5.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 859,426 | $60M | 5.2% | 2026-Q1 |
| MORGAN STANLEY added | 688,325 | $48M | 4.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 585,015 | $41M | 3.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 578,075 | $40M | 3.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 555,676 | $39M | 3.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 466,767 | $33M | 2.8% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 401,015 | $28M | 2.4% | 2026-Q1 |
| UBS Group AG trimmed | 376,047 | $26M | 2.3% | 2026-Q1 |
| PGIM Custom Harvest LLC trimmed | 319,027 | $22M | 1.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 312,442 | $22M | 1.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 256,761 | $18M | 1.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 256,275 | $18M | 1.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 254,512 | $18M | 1.5% | 2026-Q1 |
| Cetera Investment Advisers added | 214,107 | $15M | 1.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 181,492 | $13M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 175,227 | $12M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 141,381 | $10M | 0.9% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 131,950 | $9M | 0.8% | 2026-Q1 |
| Key Client Fiduciary Advisors, LLC added | 126,520 | $9M | 0.8% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 103,893 | $7M | 0.6% | 2026-Q1 |
| WealthSpring Partners, LLC added | 98,657 | $7M | 0.6% | 2026-Q1 |
| UNIQUE WEALTH, LLC new | 92,857 | $7M | 0.6% | 2026-Q1 |
| Zurich Insurance Group Ltd/FI trimmed | 68,450 | $5M | 0.4% | 2026-Q1 |
| Centerline Wealth Advisors, LLC new | 63,962 | $4M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 61,263 | $4M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 54,251 | $4M | 0.3% | 2026-Q1 |
| Aspen Wealth Strategies, LLC added | 49,438 | $3M | 0.3% | 2026-Q1 |
| Storen Legacy Partners, LLC new | 43,600 | $3M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 42,208 | $3M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 39,392 | $3M | 0.2% | 2026-Q1 |
| LITTLEJOHN FINANCIAL SERVICES, INC. trimmed | 39,261 | $3M | 0.2% | 2026-Q1 |
| First Citizens Financial Corp trimmed | 38,412 | $3M | 0.2% | 2026-Q1 |
| Conservest Capital Advisors, Inc. trimmed | 37,249 | $3M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 35,799 | $3M | 0.2% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 35,212 | $2M | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 31,536 | $2M | 0.2% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 30,903 | $2M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 30,766 | $2M | 0.2% | 2026-Q1 |
| WealthCare Investment Partners, LLC trimmed | 30,803 | $2M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 30,280 | $2M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 29,382 | $2M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 29,321 | $2M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 28,412 | $2M | 0.2% | 2026-Q1 |
| Consolidated Investment Group LLC new | 27,900 | $2M | 0.2% | 2026-Q1 |
| XTX Topco Ltd new | 26,607 | $2M | 0.2% | 2026-Q1 |
| Matthew Goff Investment Advisor, LLC trimmed | 26,012 | $2M | 0.2% | 2026-Q1 |
| SFI Advisors, LLC trimmed | 24,396 | $2M | 0.1% | 2026-Q1 |
| PENOBSCOT WEALTH MANAGEMENT trimmed | 23,583 | $2M | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 23,300 | $2M | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 22,858 | $2M | 0.1% | 2026-Q1 |
| Wall Street Financial Group, Inc. added | 22,074 | $2M | 0.1% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. added | 21,728 | $2M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 20,613 | $1M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 20,481 | $1M | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 20,084 | $1M | 0.1% | 2026-Q1 |
| Focus Partners Wealth trimmed | 19,005 | $1M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 18,918 | $1M | 0.1% | 2026-Q1 |
| Envision Financial Transparency, LLC new | 18,641 | $1M | 0.1% | 2026-Q1 |
| Waterloo Capital, L.P. added | 18,622 | $1M | 0.1% | 2026-Q1 |
| Comprehensive Wealth Management, LLC added | 18,349 | $1M | 0.1% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 18,168 | $1M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 17,683 | $1M | 0.1% | 2026-Q1 |
| Sovran Advisors, LLC trimmed | 17,181 | $1M | 0.1% | 2026-Q1 |
| NTV Asset Management LLC new | 17,597 | $1M | 0.1% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC new | 16,404 | $1M | 0.1% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC trimmed | 15,898 | $1M | 0.1% | 2026-Q1 |
| Stonebridge Financial Planning Group, LLC trimmed | 15,859 | $1M | 0.1% | 2026-Q1 |
| LIBERTY WEALTH MANAGEMENT LLC added | 15,766 | $1M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 15,531 | $1M | 0.1% | 2026-Q1 |
| Hilltop Holdings Inc. new | 15,455 | $1M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 16,116 | $1M | 0.1% | 2026-Q1 |
| GFS Advisors, LLC new | 4,953 | $1M | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 15,207 | $1M | 0.1% | 2026-Q1 |
| FMR LLC added | 14,477 | $1M | 0.1% | 2026-Q1 |
| HSBC HOLDINGS PLC new | 997,878 | $71M | 6.2% | 2025-Q1 stale |
| FIL Ltd added | 671,568 | $48M | 4.2% | 2025-Q1 stale |
| Ocean Park Asset Management, LLC | 269,466 | $19M | 1.7% | 2025-Q2 stale |
| Curi RMB Capital, LLC new | 85,139 | $6M | 0.5% | 2025-Q1 stale |
| CW Advisors, LLC added | 72,925 | $5M | 0.4% | 2025-Q2 stale |
| Peak Planning Group, LLC new | 66,519 | $5M | 0.4% | 2025-Q3 stale |
| Advisors Capital Management, LLC new | 50,219 | $3M | 0.3% | 2025-Q3 stale |
| Quadrature Capital Ltd added | 48,449 | $3M | 0.3% | 2025-Q3 stale |
| OPPENHEIMER & CO INC trimmed | 47,669 | $3M | 0.3% | 2025-Q3 stale |
| PETRA FINANCIAL ADVISORS INC new | 44,697 | $3M | 0.3% | 2025-Q1 stale |
| CHEMUNG CANAL TRUST CO added | 35,011 | $3M | 0.2% | 2025-Q1 stale |
| Leo Wealth, LLC new | 32,014 | $2M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 26,761 | $2M | 0.2% | 2025-Q2 stale |
| DEEPWATER ASSET MANAGEMENT, LLC new | 26,139 | $2M | 0.2% | 2025-Q3 stale |
| Wealthstar Advisors, LLC trimmed | 25,940 | $2M | 0.2% | 2025-Q3 stale |
| EWG Elevate Inc. new | 24,886 | $2M | 0.2% | 2025-Q2 stale |
| Cercano Management LLC trimmed | 25,446 | $2M | 0.2% | 2025-Q3 stale |
| Coppell Advisory Solutions LLC added | 17,009 | $2M | 0.1% | 2025-Q1 stale |
| Wakefield Asset Management LLLP trimmed | 21,131 | $1M | 0.1% | 2025-Q2 stale |
| Kovitz Investment Group Partners, LLC trimmed | 20,578 | $1M | 0.1% | 2025-Q3 stale |
| Mawer Investment Management Ltd. new | 16,980 | $1M | 0.1% | 2025-Q4 stale |
| Nikulski Financial, Inc. added | 15,993 | $1M | 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.