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Institutional Ownership · SEC Form 13F

Who owns IYZ (IYZ)


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

175
Institutional holders
18,251,431
Shares held (tracked funds)

How the tape is positioned

48 tracked funds added or opened IYZ while 29 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

IYZ’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 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes IYZ more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in IYZ 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 175 tracked filers holding IYZ, 78 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 IYZ 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

  • Independent Advisor Alliance$15M
  • ADVISORTRUST PARTNERS, LLC$12M
  • Cadent Capital Advisors, LLC$5M
  • ALTFEST L J & CO INC$5M
  • JANE STREET GROUP, LLC$5M
  • Financial Management Professionals, Inc.$2M

Full exits 10

  • Camarda Financial Advisors, LLC$14M
  • Balboa Wealth Partners$3M
  • USA FINANCIAL FORMULAS$3M
  • TD Waterhouse Canada Inc.$3M
  • Integrated Advisors Network LLC$2M
  • Yeomans Consulting Group, Inc.$1M

Largest adds

  • WELLS FARGO & COMPANY/MN$57M
  • LPL Financial LLC$47M
  • BANK OF AMERICA CORP /DE/$22M
  • PINKERTON WEALTH, LLC$17M
  • Advisory Services Network, LLC$11M
  • Equitable Holdings, Inc.$9M

Largest trims

  • CITIGROUP INC$24M
  • SHERMAN PORFOLIOS, LLC$18M
  • Cambridge Investment Research Advisors, Inc.$6M
  • BNP PARIBAS FINANCIAL MARKETS$6M
  • AE Wealth Management LLC$6M
  • Three Seasons Wealth, LLC$5M

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 trimmed1,863,379$73M9.4%2026-Q1
BANK OF AMERICA CORP /DE/ added1,786,452$70M9.0%2026-Q1
LPL Financial LLC added1,721,736$68M8.7%2026-Q1
WELLS FARGO & COMPANY/MN added1,635,778$64M8.2%2026-Q1
PINKERTON WEALTH, LLC added1,748,579$59M7.6%2026-Q1
CITIGROUP INC trimmed1,216,331$48M6.1%2026-Q1
Advisory Services Network, LLC added410,067$16M2.1%2026-Q1
Zurich Insurance Group Ltd/FI trimmed405,290$16M2.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed394,409$16M2.0%2026-Q1
Independent Advisor Alliance trimmed371,560$15M1.9%2026-Q1
GOLDMAN SACHS GROUP INC trimmed369,328$15M1.9%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed341,798$13M1.7%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed333,470$13M1.7%2026-Q1
ADVISORTRUST PARTNERS, LLC new313,377$12M1.6%2026-Q1
Equitable Holdings, Inc. added289,800$11M1.5%2026-Q1
Orion Porfolio Solutions, LLC trimmed263,263$10M1.3%2026-Q1
ROYAL BANK OF CANADA trimmed262,771$10M1.3%2026-Q1
WealthCare Asset Management, LLC added244,862$10M1.2%2026-Q1
RPS ADVISORY SOLUTIONS LLC trimmed227,052$9M1.1%2026-Q1
Summit Financial Consulting LLC trimmed222,519$9M1.1%2026-Q1
UBS Group AG trimmed183,066$7M0.9%2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND163,500$6M0.8%2026-Q1
OSAIC HOLDINGS, INC. trimmed145,559$6M0.7%2026-Q1
Cadent Capital Advisors, LLC new135,887$5M0.7%2026-Q1
ALTFEST L J & CO INC added130,765$5M0.7%2026-Q1
Three Seasons Wealth, LLC trimmed127,642$5M0.6%2026-Q1
Baker Avenue Asset Management, LP trimmed127,068$5M0.6%2026-Q1
VestGen Advisors, LLC added111,587$5M0.6%2026-Q1
JANE STREET GROUP, LLC trimmed117,756$5M0.6%2026-Q1
PGIM Custom Harvest LLC86,325$3M0.4%2026-Q1
TRUIST FINANCIAL CORP trimmed82,696$3M0.4%2026-Q1
CROBAN added76,178$3M0.4%2026-Q1
JPMORGAN CHASE & CO added77,141$3M0.4%2026-Q1
Empowered Funds, LLC added74,507$3M0.4%2026-Q1
CITADEL ADVISORS LLC added73,613$3M0.4%2026-Q1
Destination Wealth Management trimmed69,088$3M0.3%2026-Q1
Steward Partners Investment Advisory, LLC added62,456$2M0.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed59,109$2M0.3%2026-Q1
Financial Management Professionals, Inc. new57,424$2M0.3%2026-Q1
Sanctuary Advisors, LLC trimmed55,831$2M0.3%2026-Q1
Wagner Wealth Management, Corp added54,379$2M0.3%2026-Q1
Concurrent Investment Advisors, LLC added54,048$2M0.3%2026-Q1
Cetera Investment Advisers trimmed53,358$2M0.3%2026-Q1
CoreCap Advisors, LLC trimmed52,299$2M0.3%2026-Q1
BANK OF MONTREAL /CAN/ trimmed45,241$2M0.2%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. new45,200$2M0.2%2026-Q1
Merit Financial Group, LLC trimmed44,107$2M0.2%2026-Q1
ST GERMAIN D J CO INC trimmed43,620$2M0.2%2026-Q1
LEE JOHNSON CAPITAL MANAGEMENT, LLC new41,968$2M0.2%2026-Q1
Nikulski Financial, Inc. added41,915$2M0.2%2026-Q1
HighTower Advisors, LLC trimmed39,596$2M0.2%2026-Q1
Rockefeller Capital Management L.P. added38,712$2M0.2%2026-Q1
NBT BANK N A /NY trimmed37,367$1M0.2%2026-Q1
Mariner, LLC trimmed36,092$1M0.2%2026-Q1
Corient Private Wealth LLC35,531$1M0.2%2026-Q1
STIFEL FINANCIAL CORP added33,138$1M0.2%2026-Q1
Lakeshore Capital Group, Inc. trimmed30,603$1M0.2%2026-Q1
Quadrature Capital Ltd added28,782$1M0.1%2026-Q1
Kesler, Norman & Wride, LLC trimmed28,057$1M0.1%2026-Q1
SHP Wealth Management added27,470$1M0.1%2026-Q1
FLOW TRADERS U.S. LLC trimmed27,363$1M0.1%2026-Q1
MWA Asset Management new2,050$1M0.1%2026-Q1
Koshinski Asset Management, Inc. added26,578$1M0.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed26,307$1M0.1%2026-Q1
WESPAC Advisors, LLC trimmed26,109$1M0.1%2026-Q1
Buck Wealth Strategies, LLC trimmed24,720$972K0.1%2026-Q1
GeoWealth Management, LLC new24,544$965K0.1%2026-Q1
HARMONY ASSET MANAGEMENT LLC trimmed24,442$961K0.1%2026-Q1
JONES FINANCIAL COMPANIES LLLP added24,312$960K0.1%2026-Q1
Rothschild Wealth LLC new23,441$922K0.1%2026-Q1
Retirement Planning Group, LLC added22,849$898K0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed22,748$894K0.1%2026-Q1
KKM Financial LLC26,171$887K0.1%2026-Q1
IMC-Chicago, LLC trimmed22,137$870K0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed21,223$834K0.1%2026-Q1
Pathstone Holdings, LLC20,764$816K0.1%2026-Q1
APS Management Group, Inc. trimmed20,730$815K0.1%2026-Q1
Clear Creek Financial Management, LLC trimmed19,611$771K0.1%2026-Q1
Integrated Wealth Concepts LLC new19,409$763K0.1%2026-Q1
MILLENNIUM MANAGEMENT LLC added475,604$15M2.0%2025-Q3 stale
Camarda Financial Advisors, LLC trimmed418,208$14M1.8%2025-Q4 stale
BARCLAYS PLC trimmed500,000$13M1.6%2025-Q3 stale
Orion Portfolio Solutions, LLC trimmed342,903$9M1.2%2025-Q1 stale
Moloney Securities Asset Management, LLC trimmed287,914$9M1.2%2025-Q3 stale
Trek Financial, LLC new165,233$5M0.7%2025-Q3 stale
EWG Elevate Inc. added142,963$5M0.6%2025-Q3 stale
Pinnacle Family Advisors, LLC trimmed110,993$3M0.4%2025-Q1 stale
Balboa Wealth Partners trimmed88,963$3M0.4%2025-Q4 stale
USA FINANCIAL FORMULAS trimmed80,884$3M0.4%2025-Q4 stale
TD Waterhouse Canada Inc. added76,994$3M0.3%2025-Q4 stale
Integrated Advisors Network LLC trimmed69,072$2M0.3%2025-Q4 stale
Second Half Financial Partners, LLC added83,213$2M0.3%2025-Q1 stale
Yeomans Consulting Group, Inc. added39,670$1M0.2%2025-Q4 stale
LEUTHOLD GROUP, LLC trimmed40,487$1M0.2%2025-Q3 stale
Brendel Financial Advisors LLC trimmed28,441$964K0.1%2025-Q4 stale
Leo Wealth, LLC new28,418$963K0.1%2025-Q4 stale
OPPENHEIMER & CO INC added29,722$959K0.1%2025-Q3 stale
FOUNDATIONS INVESTMENT ADVISORS, LLC trimmed27,564$934K0.1%2025-Q4 stale
Alpha Cubed Investments, LLC added26,797$908K0.1%2025-Q4 stale
FSA WEALTH PARTNERS, INC. new29,627$811K0.1%2025-Q1 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