Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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 IYY is one-sided between 2026-Q1 and 2026-Q2: 62 added or opened and 14 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
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 2026-Q1 and 2026-Q2, across 284 tracked filers holding IYY, 95 increased or opened the position and 98 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 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 7
- COFG Advisors, LLC$8M
- Elevation Capital Advisory, LLC$7M
- Thomasville National Bank$2M
- J.W. COLE ADVISORS, INC.$1M
- Evanson Financial, LLC$627K
- Cerity Partners LLC$570K
Full exits 9
- Cambridge Investment Research Advisors, Inc.$4M
- HighTower Advisors, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Mathes Company, Inc.$1M
- Janney Montgomery Scott LLC$734K
- Smithfield Trust Co$690K
Largest adds
- LPL Financial LLC$13M
- AMERIPRISE FINANCIAL INC$12M
- MORGAN STANLEY$10M
- BANK OF AMERICA CORP /DE/$6M
- Savant Capital, LLC$4M
- ROYAL BANK OF CANADA$4M
Largest trims
- Kestra Advisory Services, LLC$8M
- COMMONWEALTH EQUITY SERVICES, LLC$6M
- Private Advisor Group, LLC$3M
- RAYMOND JAMES FINANCIAL INC$2M
- Federation des caisses Desjardins du Quebec$288K
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 422,361 | $77M | 12.2% | 2026-Q2 |
| LPL Financial LLC added | 336,065 | $61M | 9.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 248,722 | $45M | 7.2% | 2026-Q2 |
| Savant Capital, LLC trimmed | 154,494 | $28M | 4.5% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 139,986 | $26M | 4.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 124,307 | $23M | 3.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 102,627 | $19M | 3.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 87,183 | $16M | 2.5% | 2026-Q2 |
| Apella Capital, LLC trimmed | 84,331 | $15M | 2.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 80,777 | $15M | 2.3% | 2026-Q2 |
| Rothschild Wealth LLC trimmed | 71,806 | $13M | 2.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 70,742 | $13M | 2.0% | 2026-Q2 |
| Cetera Investment Advisers added | 61,828 | $11M | 1.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 56,266 | $10M | 1.6% | 2026-Q2 |
| UBS Group AG trimmed | 54,703 | $10M | 1.6% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 47,683 | $9M | 1.4% | 2026-Q2 |
| COFG Advisors, LLC new | 44,895 | $8M | 1.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 44,050 | $8M | 1.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 40,054 | $7M | 1.2% | 2026-Q2 |
| Elevation Capital Advisory, LLC added | 38,714 | $7M | 1.1% | 2026-Q2 |
| FMR LLC added | 38,171 | $7M | 1.1% | 2026-Q2 |
| Creative Planning trimmed | 37,743 | $7M | 1.1% | 2026-Q2 |
| STEINBERGANNA WEALTH MANAGEMENT trimmed | 36,265 | $7M | 1.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 35,344 | $7M | 1.0% | 2026-Q2 |
| MAI Capital Management added | 33,871 | $6M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 30,220 | $6M | 0.9% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP added | 29,949 | $5M | 0.9% | 2026-Q2 |
| ASPIRIANT, LLC | 29,744 | $5M | 0.9% | 2026-Q2 |
| ARKANSAS FINANCIAL GROUP, INC. added | 29,721 | $5M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 29,703 | $5M | 0.9% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 29,510 | $5M | 0.9% | 2026-Q2 |
| Focus Partners Wealth added | 29,467 | $5M | 0.9% | 2026-Q2 |
| Merit Financial Group, LLC | 28,750 | $5M | 0.8% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 25,687 | $5M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 25,193 | $5M | 0.7% | 2026-Q2 |
| DSG Capital Advisors, LLC | 24,800 | $5M | 0.7% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 23,497 | $4M | 0.7% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 22,414 | $4M | 0.6% | 2026-Q2 |
| Asset Advisors Investment Management, LLC trimmed | 21,249 | $4M | 0.6% | 2026-Q2 |
| ASL Financial, LLC trimmed | 20,240 | $4M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 19,853 | $4M | 0.6% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 19,592 | $4M | 0.6% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 19,540 | $4M | 0.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 18,809 | $3M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 18,553 | $3M | 0.5% | 2026-Q2 |
| Ellis Investment Partners, LLC added | 17,601 | $3M | 0.5% | 2026-Q2 |
| NorthRock Partners, LLC | 16,498 | $3M | 0.5% | 2026-Q2 |
| Sigma Planning Corp added | 16,490 | $3M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 16,335 | $3M | 0.5% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 15,225 | $3M | 0.4% | 2026-Q2 |
| Coastal Bridge Advisors, LLC trimmed | 14,592 | $3M | 0.4% | 2026-Q2 |
| Finley Financial, LLC trimmed | 14,017 | $3M | 0.4% | 2026-Q2 |
| BROWN ADVISORY INC added | 12,784 | $2M | 0.4% | 2026-Q2 |
| Stratos Wealth Advisors, LLC trimmed | 12,671 | $2M | 0.4% | 2026-Q2 |
| Greykasell Wealth Strategies, Inc. trimmed | 12,166 | $2M | 0.4% | 2026-Q2 |
| Sage Investment Advisers LLC added | 12,107 | $2M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 11,875 | $2M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 11,049 | $2M | 0.3% | 2026-Q2 |
| Mine & Arao Wealth Creation & Management, LLC. trimmed | 10,568 | $2M | 0.3% | 2026-Q2 |
| Thomasville National Bank trimmed | 10,335 | $2M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 10,059 | $2M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 9,960 | $2M | 0.3% | 2026-Q2 |
| KERR FINANCIAL PLANNING Corp trimmed | 9,769 | $2M | 0.3% | 2026-Q2 |
| Kaydan Wealth Management, Inc. | 9,273 | $2M | 0.3% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 9,189 | $2M | 0.3% | 2026-Q2 |
| Kelman-Lazarov, Inc. trimmed | 8,838 | $2M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 8,621 | $2M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 8,470 | $2M | 0.2% | 2026-Q2 |
| Fayez Sarofim & Co | 8,000 | $1M | 0.2% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 7,363 | $1M | 0.2% | 2026-Q2 |
| Novak & Powell Financial Services, Inc. | 7,332 | $1M | 0.2% | 2026-Q2 |
| Clark Asset Management, LLC added | 6,900 | $1M | 0.2% | 2026-Q2 |
| IBEX WEALTH ADVISORS added | 6,655 | $1M | 0.2% | 2026-Q2 |
| NWF Advisory Services Inc. | 6,530 | $1M | 0.2% | 2026-Q2 |
| CORTLAND ASSOCIATES INC/MO | 6,502 | $1M | 0.2% | 2026-Q2 |
| Legacy Capital Group California, Inc. added | 6,354 | $1M | 0.2% | 2026-Q2 |
| NorthCoast Asset Management LLC added | 6,353 | $1M | 0.2% | 2026-Q2 |
| GenWealth Group, Inc. trimmed | 6,310 | $1M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 6,157 | $1M | 0.2% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 6,142 | $1M | 0.2% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 6,137 | $1M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 6,081 | $1M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 6,008 | $1M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC | 6,000 | $1M | 0.2% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 5,924 | $1M | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 5,855 | $1M | 0.2% | 2026-Q2 |
| Centric Wealth Management | 5,854 | $1M | 0.2% | 2026-Q2 |
| RIK SAYLOR FINANCIAL, INC. | 5,843 | $1M | 0.2% | 2026-Q2 |
| Bawa N Mallick Trust | 5,750 | $1M | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 5,697 | $1M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 5,635 | $1M | 0.2% | 2026-Q2 |
| V2 Financial group LLC | 5,500 | $1M | 0.2% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 5,430 | $990K | 0.2% | 2026-Q2 |
| TD Waterhouse Canada Inc. | 5,421 | $986K | 0.2% | 2026-Q2 |
| Riverbend Wealth Management, LLC | 5,400 | $984K | 0.2% | 2026-Q2 |
| Chung Wu Investment Group, LLC trimmed | 5,220 | $952K | 0.2% | 2026-Q2 |
| PATTEN & PATTEN INC/TN | 5,107 | $931K | 0.1% | 2026-Q2 |
| Badgley Phelps Wealth Managers, LLC trimmed | 4,976 | $907K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 4,810 | $877K | 0.1% | 2026-Q2 |
| NEW WAVE WEALTH ADVISORS LLC | 4,800 | $875K | 0.1% | 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.