Who owns IYT
Which tracked institutional funds hold IYT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IYT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
The tracked-fund tape on IYT is one-sided between 2026-Q1 and 2026-Q2: 79 added or opened and 18 trimmed or exited — on balance accumulating.
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
IYT’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IYT 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 248 tracked filers holding IYT, 156 increased or opened the position and 80 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 IYT 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 34
- WestEnd Advisors, LLC$120M
- Bluespring Wealth Management, LLC$47M
- VICTORY CAPITAL MANAGEMENT INC$43M
- Foundations Investment Advisors, LLC$17M
- Gimbal Financial$11M
- Point72 Asset Management, L.P.$11M
Full exits 11
- Bedell Frazier Investment Counselling, LLC$11M
- CITADEL ADVISORS LLC$6M
- HERBST GROUP, LLC$3M
- Thrivent Financial for Lutherans$2M
- Hudson Bay Capital Management LP$1M
- Cambridge Investment Research Advisors, Inc.$1M
Largest adds
- JPMORGAN CHASE & CO$424M
- ENVESTNET ASSET MANAGEMENT INC$199M
- BANK OF AMERICA CORP /DE/$177M
- RAYMOND JAMES FINANCIAL INC$142M
- TRUIST FINANCIAL CORP$125M
- LPL Financial LLC$34M
Largest trims
- MENORA MIVTACHIM HOLDINGS LTD.$237M
- MORGAN STANLEY$51M
- CITIGROUP INC$41M
- GOLDMAN SACHS GROUP INC$7M
- Tower Research Capital LLC (TRC)$4M
- GTS SECURITIES LLC$806K
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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 4,855,186 | $425M | 22.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,392,497 | $208M | 10.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,302,141 | $200M | 10.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,732,162 | $150M | 7.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 1,446,446 | $125M | 6.6% | 2026-Q2 |
| WestEnd Advisors, LLC new | 1,383,695 | $120M | 6.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 826,646 | $72M | 3.8% | 2026-Q2 |
| LPL Financial LLC added | 589,896 | $51M | 2.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 576,897 | $50M | 2.6% | 2026-Q2 |
| Bluespring Wealth Management, LLC new | 539,227 | $47M | 2.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 523,600 | $45M | 2.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC new | 492,750 | $43M | 2.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 400,029 | $35M | 1.8% | 2026-Q2 |
| First Financial Bankshares Inc added | 290,181 | $25M | 1.3% | 2026-Q2 |
| UBS Group AG added | 227,530 | $20M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 200,712 | $17M | 0.9% | 2026-Q2 |
| Foundations Investment Advisors, LLC new | 200,665 | $17M | 0.9% | 2026-Q2 |
| BARCLAYS PLC | 200,063 | $17M | 0.9% | 2026-Q2 |
| ASSETMARK, INC added | 167,400 | $15M | 0.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 153,671 | $13M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 129,993 | $11M | 0.6% | 2026-Q2 |
| Gimbal Financial new | 128,232 | $11M | 0.6% | 2026-Q2 |
| Point72 Asset Management, L.P. new | 121,700 | $11M | 0.6% | 2026-Q2 |
| Quadrature Capital Ltd added | 116,411 | $10M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 91,168 | $8M | 0.4% | 2026-Q2 |
| J. Goldman & Co LP trimmed | 84,022 | $7M | 0.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 70,319 | $6M | 0.3% | 2026-Q2 |
| DAVENPORT & Co LLC new | 65,789 | $6M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 60,503 | $5M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 59,269 | $5M | 0.3% | 2026-Q2 |
| Rokos Capital Management LLP new | 59,100 | $5M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 58,050 | $5M | 0.3% | 2026-Q2 |
| CITIGROUP INC trimmed | 53,020 | $5M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 47,792 | $4M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 45,695 | $4M | 0.2% | 2026-Q2 |
| GRIMES & Co WEALTH MANAGEMENT, LLC trimmed | 40,710 | $4M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 39,901 | $3M | 0.2% | 2026-Q2 |
| McGuire Investment Group, LLC added | 39,090 | $3M | 0.2% | 2026-Q2 |
| Migdal Insurance & Financial Holdings Ltd. | 38,625 | $3M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 37,697 | $3M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 33,800 | $3M | 0.2% | 2026-Q2 |
| Coastal Bridge Advisors, LLC new | 33,075 | $3M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 32,491 | $3M | 0.1% | 2026-Q2 |
| TOTH FINANCIAL ADVISORY CORP added | 31,994 | $3M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 30,741 | $3M | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 30,415 | $3M | 0.1% | 2026-Q2 |
| Clarus Wealth Advisors added | 30,095 | $3M | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 25,754 | $2M | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC new | 25,077 | $2M | 0.1% | 2026-Q2 |
| Horizon Investments, LLC new | 25,077 | $2M | 0.1% | 2026-Q2 |
| NEW WAVE WEALTH ADVISORS LLC new | 24,080 | $2M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE new | 24,035 | $2M | 0.1% | 2026-Q2 |
| Florin Court Capital LLP added | 23,900 | $2M | 0.1% | 2026-Q2 |
| Indie Asset Partners, LLC added | 22,859 | $2M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 22,647 | $2M | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. new | 21,800 | $2M | 0.1% | 2026-Q2 |
| SIG BROKERAGE, LP | 21,085 | $2M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 20,306 | $2M | 0.1% | 2026-Q2 |
| NAPLES GLOBAL ADVISORS, LLC added | 18,295 | $2M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 18,100 | $2M | 0.1% | 2026-Q2 |
| XTX Topco Ltd new | 16,654 | $1M | 0.1% | 2026-Q2 |
| Sage Capital Advisors,llc added | 15,973 | $1M | 0.1% | 2026-Q2 |
| Signature Equity Partners, LLC added | 15,889 | $1M | 0.1% | 2026-Q2 |
| Massachusetts Wealth Management trimmed | 15,270 | $1M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 14,672 | $1M | 0.1% | 2026-Q2 |
| LEUTHOLD GROUP, LLC trimmed | 14,587 | $1M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 12,923 | $1M | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC new | 12,403 | $1M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 12,245 | $1M | 0.1% | 2026-Q2 |
| Simplicity Wealth,LLC new | 11,943 | $1M | 0.1% | 2026-Q2 |
| FSA WEALTH PARTNERS, INC. new | 11,867 | $1M | 0.1% | 2026-Q2 |
| Retirement Planning Co of New England, Inc. trimmed | 11,718 | $1M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 11,715 | $1M | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 11,675 | $1M | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 11,524 | $1,000K | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 11,426 | $991K | 0.1% | 2026-Q2 |
| Ewing Morris & Co. Investment Partners Ltd. new | 11,345 | $984K | 0.1% | 2026-Q2 |
| MMBG INVESTMENT ADVISORS CO. | 11,280 | $979K | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. new | 11,226 | $974K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 10,624 | $922K | 0.0% | 2026-Q2 |
| Symmetry Investments LP new | 10,575 | $917K | 0.0% | 2026-Q2 |
| Squarepoint Ops LLC added | 10,555 | $916K | 0.0% | 2026-Q2 |
| Trivium Point Advisory, LLC new | 10,177 | $883K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. trimmed | 10,008 | $868K | 0.0% | 2026-Q2 |
| Bank of New York Mellon Corp added | 9,682 | $840K | 0.0% | 2026-Q2 |
| KKM Financial LLC trimmed | 9,269 | $804K | 0.0% | 2026-Q2 |
| Aster Capital Management (DIFC) Ltd new | 8,890 | $771K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 8,848 | $768K | 0.0% | 2026-Q2 |
| Capital Investment Counsel, Inc trimmed | 8,822 | $765K | 0.0% | 2026-Q2 |
| GeoWealth Management, LLC new | 8,674 | $752K | 0.0% | 2026-Q2 |
| Cerity Partners LLC added | 8,656 | $751K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 8,228 | $714K | 0.0% | 2026-Q2 |
| Realta Investment Advisors trimmed | 8,155 | $707K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 8,153 | $707K | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 8,016 | $695K | 0.0% | 2026-Q2 |
| SAXON INTERESTS, INC. | 7,750 | $672K | 0.0% | 2026-Q2 |
| PFG Investments, LLC added | 7,710 | $669K | 0.0% | 2026-Q2 |
| Bramshill Investments, LLC added | 7,500 | $651K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 7,111 | $617K | 0.0% | 2026-Q2 |
| MENORA MIVTACHIM HOLDINGS LTD. trimmed | 7,000 | $607K | 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.