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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 424,458 | $67M | 11.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 304,502 | $48M | 7.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 249,037 | $39M | 6.5% | 2026-Q1 |
| Savant Capital, LLC trimmed | 154,718 | $25M | 4.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 140,296 | $22M | 3.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 128,510 | $20M | 3.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 105,487 | $17M | 2.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 99,656 | $16M | 2.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 96,343 | $15M | 2.5% | 2026-Q1 |
| Apella Capital, LLC trimmed | 84,787 | $15M | 2.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 78,622 | $12M | 2.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 77,895 | $12M | 2.0% | 2026-Q1 |
| Rothschild Wealth LLC trimmed | 75,755 | $12M | 2.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 61,041 | $10M | 1.6% | 2026-Q1 |
| UBS Group AG trimmed | 56,528 | $9M | 1.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 43,544 | $7M | 1.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 40,671 | $6M | 1.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 40,297 | $6M | 1.0% | 2026-Q1 |
| Creative Planning added | 37,974 | $6M | 1.0% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 36,378 | $6M | 1.0% | 2026-Q1 |
| STEINBERGANNA WEALTH MANAGEMENT trimmed | 36,598 | $6M | 0.9% | 2026-Q1 |
| FMR LLC added | 35,994 | $6M | 0.9% | 2026-Q1 |
| MAI Capital Management trimmed | 31,291 | $5M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 30,227 | $5M | 0.8% | 2026-Q1 |
| ASPIRIANT, LLC | 29,744 | $5M | 0.8% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 29,537 | $5M | 0.8% | 2026-Q1 |
| Focus Partners Wealth trimmed | 29,438 | $5M | 0.8% | 2026-Q1 |
| ARKANSAS FINANCIAL GROUP, INC. added | 27,983 | $5M | 0.8% | 2026-Q1 |
| Merit Financial Group, LLC added | 28,750 | $5M | 0.7% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 28,362 | $4M | 0.7% | 2026-Q1 |
| DSG Capital Advisors, LLC | 24,800 | $4M | 0.6% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 24,797 | $4M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 24,505 | $4M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 24,473 | $4M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 25,189 | $4M | 0.6% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 24,204 | $4M | 0.6% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 23,572 | $4M | 0.6% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 22,534 | $4M | 0.6% | 2026-Q1 |
| Asset Advisors Investment Management, LLC trimmed | 22,049 | $3M | 0.6% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 21,058 | $3M | 0.5% | 2026-Q1 |
| ASL Financial, LLC trimmed | 20,390 | $3M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 20,036 | $3M | 0.5% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 19,542 | $3M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 19,127 | $3M | 0.5% | 2026-Q1 |
| Ellis Investment Partners, LLC added | 16,700 | $3M | 0.4% | 2026-Q1 |
| NorthRock Partners, LLC trimmed | 16,498 | $3M | 0.4% | 2026-Q1 |
| Sigma Planning Corp added | 16,321 | $3M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 15,532 | $2M | 0.4% | 2026-Q1 |
| Coastal Bridge Advisors, LLC trimmed | 15,307 | $2M | 0.4% | 2026-Q1 |
| Finley Financial, LLC trimmed | 15,017 | $2M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 14,310 | $2M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 13,473 | $2M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 13,370 | $2M | 0.3% | 2026-Q1 |
| Stratos Wealth Advisors, LLC trimmed | 13,198 | $2M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 12,986 | $2M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 12,363 | $2M | 0.3% | 2026-Q1 |
| Greykasell Wealth Strategies, Inc. trimmed | 12,216 | $2M | 0.3% | 2026-Q1 |
| Sage Investment Advisers LLC added | 12,091 | $2M | 0.3% | 2026-Q1 |
| KERR FINANCIAL PLANNING Corp added | 9,794 | $2M | 0.3% | 2026-Q1 |
| Mine & Arao Wealth Creation & Management, LLC. trimmed | 10,620 | $2M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 10,324 | $2M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 10,057 | $2M | 0.3% | 2026-Q1 |
| Kaydan Wealth Management, Inc. trimmed | 9,273 | $1M | 0.2% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 9,206 | $1M | 0.2% | 2026-Q1 |
| BROWN ADVISORY INC | 9,000 | $1M | 0.2% | 2026-Q1 |
| Kelman-Lazarov, Inc. trimmed | 8,850 | $1M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 8,696 | $1M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 8,143 | $1M | 0.2% | 2026-Q1 |
| Fayez Sarofim & Co | 8,000 | $1M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 7,562 | $1M | 0.2% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. added | 7,349 | $1M | 0.2% | 2026-Q1 |
| Novak & Powell Financial Services, Inc. | 7,332 | $1M | 0.2% | 2026-Q1 |
| Chung Wu Investment Group, LLC added | 7,220 | $1M | 0.2% | 2026-Q1 |
| Mathes Company, Inc. | 6,900 | $1M | 0.2% | 2026-Q1 |
| IBEX WEALTH ADVISORS added | 6,624 | $1M | 0.2% | 2026-Q1 |
| NWF Advisory Services Inc. | 6,530 | $1M | 0.2% | 2026-Q1 |
| CORTLAND ASSOCIATES INC/MO | 6,502 | $1M | 0.2% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 6,204 | $1M | 0.2% | 2026-Q1 |
| Centric Wealth Management added | 5,854 | $1M | 0.2% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 6,420 | $1M | 0.2% | 2026-Q1 |
| GenWealth Group, Inc. | 6,368 | $1M | 0.2% | 2026-Q1 |
| NorthCoast Asset Management LLC added | 6,341 | $1M | 0.2% | 2026-Q1 |
| Legacy Capital Group California, Inc. added | 6,341 | $1M | 0.2% | 2026-Q1 |
| Sharp Wealth Advisory, LLC added | 174,850 | $29M | 4.7% | 2025-Q4 stale |
| Siligmueller & Norvid Wealth Advisors LLC trimmed | 83,543 | $13M | 2.1% | 2025-Q2 stale |
| Value Investment Professionals, LLC new | 74,583 | $5M | 0.9% | 2025-Q4 stale |
| Lowe Wealth Advisors, LLC trimmed | 32,670 | $5M | 0.9% | 2025-Q3 stale |
| COMERICA BANK added | 31,105 | $5M | 0.8% | 2025-Q4 stale |
| Elevation Capital Advisory, LLC trimmed | 18,022 | $3M | 0.5% | 2025-Q3 stale |
| Nilsine Partners, LLC added | 17,311 | $3M | 0.5% | 2025-Q3 stale |
| Summit Financial Consulting LLC new | 16,329 | $2M | 0.4% | 2025-Q2 stale |
| Thomasville National Bank trimmed | 10,360 | $2M | 0.3% | 2025-Q4 stale |
| NewSquare Capital LLC added | 10,411 | $2M | 0.3% | 2025-Q3 stale |
| SEVEN MILE ADVISORY | 9,306 | $2M | 0.2% | 2025-Q3 stale |
| Belvedere Trading LLC trimmed | 9,173 | $1M | 0.2% | 2025-Q3 stale |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 7,871 | $1M | 0.2% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 7,637 | $1M | 0.2% | 2025-Q4 stale |
| GTS SECURITIES LLC added | 7,943 | $1M | 0.2% | 2025-Q2 stale |
| DAVENPORT & Co LLC added | 7,315 | $1M | 0.2% | 2025-Q3 stale |
| BRASS TAX WEALTH MANAGEMENT, INC | 6,000 | $975K | 0.2% | 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.
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.