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Institutional Ownership · SEC Form 13F

Who owns IYY (IYY)


Which tracked institutional funds hold IYY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IYY 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.

277
Institutional holders
3,753,769
Shares held (tracked funds)

How the tape is positioned

19 tracked funds added or opened IYY while 34 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

IYY’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 IYY more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in IYY 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 277 tracked filers holding IYY, 86 increased or opened the position and 107 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 IYY 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

  • CITADEL ADVISORS LLC$2M
  • IBEX WEALTH ADVISORS$1M
  • TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$1M
  • CIBC Bancorp USA Inc.$931K
  • Beacon Pointe Advisors, LLC$712K

Full exits 8

  • Sharp Wealth Advisory, LLC$29M
  • Value Investment Professionals, LLC$5M
  • COMERICA BANK$5M
  • Thomasville National Bank$2M
  • TIAA TRUST, NATIONAL ASSOCIATION$1M
  • CIBC Private Wealth Group LLC$1M

Largest adds

  • Kestra Advisory Services, LLC$11M
  • BANK OF AMERICA CORP /DE/$7M
  • FIFTH THIRD BANCORP$5M
  • OSAIC HOLDINGS, INC.$2M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
  • Sigma Planning Corp$784K

Largest trims

  • MORGAN STANLEY$5M
  • LPL Financial LLC$3M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3M
  • GOLDMAN SACHS GROUP INC$2M
  • AMERIPRISE FINANCIAL INC$2M
  • PNC FINANCIAL SERVICES GROUP, INC.$2M

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 trimmed424,458$67M11.0%2026-Q1
LPL Financial LLC trimmed304,502$48M7.9%2026-Q1
BANK OF AMERICA CORP /DE/ added249,037$39M6.5%2026-Q1
Savant Capital, LLC trimmed154,718$25M4.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed140,296$22M3.6%2026-Q1
WELLS FARGO & COMPANY/MN trimmed128,510$20M3.3%2026-Q1
Kestra Advisory Services, LLC added105,487$17M2.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed99,656$16M2.6%2026-Q1
RAYMOND JAMES FINANCIAL INC added96,343$15M2.5%2026-Q1
Apella Capital, LLC trimmed84,787$15M2.4%2026-Q1
OSAIC HOLDINGS, INC. added78,622$12M2.0%2026-Q1
ROYAL BANK OF CANADA added77,895$12M2.0%2026-Q1
Rothschild Wealth LLC trimmed75,755$12M2.0%2026-Q1
Cetera Investment Advisers trimmed61,041$10M1.6%2026-Q1
UBS Group AG trimmed56,528$9M1.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed43,544$7M1.1%2026-Q1
AMERIPRISE FINANCIAL INC trimmed40,671$6M1.1%2026-Q1
BANK OF MONTREAL /CAN/ added40,297$6M1.0%2026-Q1
Creative Planning added37,974$6M1.0%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed36,378$6M1.0%2026-Q1
STEINBERGANNA WEALTH MANAGEMENT trimmed36,598$6M0.9%2026-Q1
FMR LLC added35,994$6M0.9%2026-Q1
MAI Capital Management trimmed31,291$5M0.8%2026-Q1
Bank of New York Mellon Corp trimmed30,227$5M0.8%2026-Q1
ASPIRIANT, LLC29,744$5M0.8%2026-Q1
FIFTH THIRD BANCORP added29,537$5M0.8%2026-Q1
Focus Partners Wealth trimmed29,438$5M0.8%2026-Q1
ARKANSAS FINANCIAL GROUP, INC. added27,983$5M0.8%2026-Q1
Merit Financial Group, LLC added28,750$5M0.7%2026-Q1
MONEY CONCEPTS CAPITAL CORP trimmed28,362$4M0.7%2026-Q1
DSG Capital Advisors, LLC24,800$4M0.6%2026-Q1
Private Advisor Group, LLC trimmed24,797$4M0.6%2026-Q1
GOLDMAN SACHS GROUP INC trimmed24,505$4M0.6%2026-Q1
Cambridge Investment Research Advisors, Inc. added24,473$4M0.6%2026-Q1
JPMORGAN CHASE & CO added25,189$4M0.6%2026-Q1
CAPTRUST FINANCIAL ADVISORS added24,204$4M0.6%2026-Q1
First Heartland Consultants, Inc. trimmed23,572$4M0.6%2026-Q1
EP Wealth Advisors, LLC trimmed22,534$4M0.6%2026-Q1
Asset Advisors Investment Management, LLC trimmed22,049$3M0.6%2026-Q1
Lido Advisors, LLC trimmed21,058$3M0.5%2026-Q1
ASL Financial, LLC trimmed20,390$3M0.5%2026-Q1
STIFEL FINANCIAL CORP added20,036$3M0.5%2026-Q1
RITHOLTZ WEALTH MANAGEMENT added19,542$3M0.5%2026-Q1
TRUIST FINANCIAL CORP trimmed19,127$3M0.5%2026-Q1
Ellis Investment Partners, LLC added16,700$3M0.4%2026-Q1
NorthRock Partners, LLC trimmed16,498$3M0.4%2026-Q1
Sigma Planning Corp added16,321$3M0.4%2026-Q1
Steward Partners Investment Advisory, LLC trimmed15,532$2M0.4%2026-Q1
Coastal Bridge Advisors, LLC trimmed15,307$2M0.4%2026-Q1
Finley Financial, LLC trimmed15,017$2M0.4%2026-Q1
HighTower Advisors, LLC trimmed14,310$2M0.4%2026-Q1
Mariner, LLC added13,473$2M0.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed13,370$2M0.3%2026-Q1
Stratos Wealth Advisors, LLC trimmed13,198$2M0.3%2026-Q1
CITADEL ADVISORS LLC trimmed12,986$2M0.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added12,363$2M0.3%2026-Q1
Greykasell Wealth Strategies, Inc. trimmed12,216$2M0.3%2026-Q1
Sage Investment Advisers LLC added12,091$2M0.3%2026-Q1
KERR FINANCIAL PLANNING Corp added9,794$2M0.3%2026-Q1
Mine & Arao Wealth Creation & Management, LLC. trimmed10,620$2M0.3%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed10,324$2M0.3%2026-Q1
Rockefeller Capital Management L.P. added10,057$2M0.3%2026-Q1
Kaydan Wealth Management, Inc. trimmed9,273$1M0.2%2026-Q1
IHT Wealth Management, LLC trimmed9,206$1M0.2%2026-Q1
BROWN ADVISORY INC9,000$1M0.2%2026-Q1
Kelman-Lazarov, Inc. trimmed8,850$1M0.2%2026-Q1
Farther Finance Advisors, LLC added8,696$1M0.2%2026-Q1
MML INVESTORS SERVICES, LLC added8,143$1M0.2%2026-Q1
Fayez Sarofim & Co8,000$1M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added7,562$1M0.2%2026-Q1
Cullen/Frost Bankers, Inc. added7,349$1M0.2%2026-Q1
Novak & Powell Financial Services, Inc.7,332$1M0.2%2026-Q1
Chung Wu Investment Group, LLC added7,220$1M0.2%2026-Q1
Mathes Company, Inc.6,900$1M0.2%2026-Q1
IBEX WEALTH ADVISORS added6,624$1M0.2%2026-Q1
NWF Advisory Services Inc.6,530$1M0.2%2026-Q1
CORTLAND ASSOCIATES INC/MO6,502$1M0.2%2026-Q1
FOUNDERS FINANCIAL SECURITIES LLC added6,204$1M0.2%2026-Q1
Centric Wealth Management added5,854$1M0.2%2026-Q1
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new6,420$1M0.2%2026-Q1
GenWealth Group, Inc.6,368$1M0.2%2026-Q1
NorthCoast Asset Management LLC added6,341$1M0.2%2026-Q1
Legacy Capital Group California, Inc. added6,341$1M0.2%2026-Q1
Sharp Wealth Advisory, LLC added174,850$29M4.7%2025-Q4 stale
Siligmueller & Norvid Wealth Advisors LLC trimmed83,543$13M2.1%2025-Q2 stale
Value Investment Professionals, LLC new74,583$5M0.9%2025-Q4 stale
Lowe Wealth Advisors, LLC trimmed32,670$5M0.9%2025-Q3 stale
COMERICA BANK added31,105$5M0.8%2025-Q4 stale
Elevation Capital Advisory, LLC trimmed18,022$3M0.5%2025-Q3 stale
Nilsine Partners, LLC added17,311$3M0.5%2025-Q3 stale
Summit Financial Consulting LLC new16,329$2M0.4%2025-Q2 stale
Thomasville National Bank trimmed10,360$2M0.3%2025-Q4 stale
NewSquare Capital LLC added10,411$2M0.3%2025-Q3 stale
SEVEN MILE ADVISORY9,306$2M0.2%2025-Q3 stale
Belvedere Trading LLC trimmed9,173$1M0.2%2025-Q3 stale
TIAA TRUST, NATIONAL ASSOCIATION trimmed7,871$1M0.2%2025-Q4 stale
CIBC Private Wealth Group LLC added7,637$1M0.2%2025-Q4 stale
GTS SECURITIES LLC added7,943$1M0.2%2025-Q2 stale
DAVENPORT & Co LLC added7,315$1M0.2%2025-Q3 stale
BRASS TAX WEALTH MANAGEMENT, INC6,000$975K0.2%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.

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