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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,863,379 | $73M | 9.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,786,452 | $70M | 9.0% | 2026-Q1 |
| LPL Financial LLC added | 1,721,736 | $68M | 8.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,635,778 | $64M | 8.2% | 2026-Q1 |
| PINKERTON WEALTH, LLC added | 1,748,579 | $59M | 7.6% | 2026-Q1 |
| CITIGROUP INC trimmed | 1,216,331 | $48M | 6.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 410,067 | $16M | 2.1% | 2026-Q1 |
| Zurich Insurance Group Ltd/FI trimmed | 405,290 | $16M | 2.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 394,409 | $16M | 2.0% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 371,560 | $15M | 1.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 369,328 | $15M | 1.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 341,798 | $13M | 1.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 333,470 | $13M | 1.7% | 2026-Q1 |
| ADVISORTRUST PARTNERS, LLC new | 313,377 | $12M | 1.6% | 2026-Q1 |
| Equitable Holdings, Inc. added | 289,800 | $11M | 1.5% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 263,263 | $10M | 1.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 262,771 | $10M | 1.3% | 2026-Q1 |
| WealthCare Asset Management, LLC added | 244,862 | $10M | 1.2% | 2026-Q1 |
| RPS ADVISORY SOLUTIONS LLC trimmed | 227,052 | $9M | 1.1% | 2026-Q1 |
| Summit Financial Consulting LLC trimmed | 222,519 | $9M | 1.1% | 2026-Q1 |
| UBS Group AG trimmed | 183,066 | $7M | 0.9% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 163,500 | $6M | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 145,559 | $6M | 0.7% | 2026-Q1 |
| Cadent Capital Advisors, LLC new | 135,887 | $5M | 0.7% | 2026-Q1 |
| ALTFEST L J & CO INC added | 130,765 | $5M | 0.7% | 2026-Q1 |
| Three Seasons Wealth, LLC trimmed | 127,642 | $5M | 0.6% | 2026-Q1 |
| Baker Avenue Asset Management, LP trimmed | 127,068 | $5M | 0.6% | 2026-Q1 |
| VestGen Advisors, LLC added | 111,587 | $5M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 117,756 | $5M | 0.6% | 2026-Q1 |
| PGIM Custom Harvest LLC | 86,325 | $3M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 82,696 | $3M | 0.4% | 2026-Q1 |
| CROBAN added | 76,178 | $3M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 77,141 | $3M | 0.4% | 2026-Q1 |
| Empowered Funds, LLC added | 74,507 | $3M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 73,613 | $3M | 0.4% | 2026-Q1 |
| Destination Wealth Management trimmed | 69,088 | $3M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 62,456 | $2M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 59,109 | $2M | 0.3% | 2026-Q1 |
| Financial Management Professionals, Inc. new | 57,424 | $2M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 55,831 | $2M | 0.3% | 2026-Q1 |
| Wagner Wealth Management, Corp added | 54,379 | $2M | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 54,048 | $2M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 53,358 | $2M | 0.3% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 52,299 | $2M | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 45,241 | $2M | 0.2% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. new | 45,200 | $2M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 44,107 | $2M | 0.2% | 2026-Q1 |
| ST GERMAIN D J CO INC trimmed | 43,620 | $2M | 0.2% | 2026-Q1 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC new | 41,968 | $2M | 0.2% | 2026-Q1 |
| Nikulski Financial, Inc. added | 41,915 | $2M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 39,596 | $2M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 38,712 | $2M | 0.2% | 2026-Q1 |
| NBT BANK N A /NY trimmed | 37,367 | $1M | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 36,092 | $1M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC | 35,531 | $1M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 33,138 | $1M | 0.2% | 2026-Q1 |
| Lakeshore Capital Group, Inc. trimmed | 30,603 | $1M | 0.2% | 2026-Q1 |
| Quadrature Capital Ltd added | 28,782 | $1M | 0.1% | 2026-Q1 |
| Kesler, Norman & Wride, LLC trimmed | 28,057 | $1M | 0.1% | 2026-Q1 |
| SHP Wealth Management added | 27,470 | $1M | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 27,363 | $1M | 0.1% | 2026-Q1 |
| MWA Asset Management new | 2,050 | $1M | 0.1% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 26,578 | $1M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 26,307 | $1M | 0.1% | 2026-Q1 |
| WESPAC Advisors, LLC trimmed | 26,109 | $1M | 0.1% | 2026-Q1 |
| Buck Wealth Strategies, LLC trimmed | 24,720 | $972K | 0.1% | 2026-Q1 |
| GeoWealth Management, LLC new | 24,544 | $965K | 0.1% | 2026-Q1 |
| HARMONY ASSET MANAGEMENT LLC trimmed | 24,442 | $961K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 24,312 | $960K | 0.1% | 2026-Q1 |
| Rothschild Wealth LLC new | 23,441 | $922K | 0.1% | 2026-Q1 |
| Retirement Planning Group, LLC added | 22,849 | $898K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 22,748 | $894K | 0.1% | 2026-Q1 |
| KKM Financial LLC | 26,171 | $887K | 0.1% | 2026-Q1 |
| IMC-Chicago, LLC trimmed | 22,137 | $870K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 21,223 | $834K | 0.1% | 2026-Q1 |
| Pathstone Holdings, LLC | 20,764 | $816K | 0.1% | 2026-Q1 |
| APS Management Group, Inc. trimmed | 20,730 | $815K | 0.1% | 2026-Q1 |
| Clear Creek Financial Management, LLC trimmed | 19,611 | $771K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC new | 19,409 | $763K | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 475,604 | $15M | 2.0% | 2025-Q3 stale |
| Camarda Financial Advisors, LLC trimmed | 418,208 | $14M | 1.8% | 2025-Q4 stale |
| BARCLAYS PLC trimmed | 500,000 | $13M | 1.6% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC trimmed | 342,903 | $9M | 1.2% | 2025-Q1 stale |
| Moloney Securities Asset Management, LLC trimmed | 287,914 | $9M | 1.2% | 2025-Q3 stale |
| Trek Financial, LLC new | 165,233 | $5M | 0.7% | 2025-Q3 stale |
| EWG Elevate Inc. added | 142,963 | $5M | 0.6% | 2025-Q3 stale |
| Pinnacle Family Advisors, LLC trimmed | 110,993 | $3M | 0.4% | 2025-Q1 stale |
| Balboa Wealth Partners trimmed | 88,963 | $3M | 0.4% | 2025-Q4 stale |
| USA FINANCIAL FORMULAS trimmed | 80,884 | $3M | 0.4% | 2025-Q4 stale |
| TD Waterhouse Canada Inc. added | 76,994 | $3M | 0.3% | 2025-Q4 stale |
| Integrated Advisors Network LLC trimmed | 69,072 | $2M | 0.3% | 2025-Q4 stale |
| Second Half Financial Partners, LLC added | 83,213 | $2M | 0.3% | 2025-Q1 stale |
| Yeomans Consulting Group, Inc. added | 39,670 | $1M | 0.2% | 2025-Q4 stale |
| LEUTHOLD GROUP, LLC trimmed | 40,487 | $1M | 0.2% | 2025-Q3 stale |
| Brendel Financial Advisors LLC trimmed | 28,441 | $964K | 0.1% | 2025-Q4 stale |
| Leo Wealth, LLC new | 28,418 | $963K | 0.1% | 2025-Q4 stale |
| OPPENHEIMER & CO INC added | 29,722 | $959K | 0.1% | 2025-Q3 stale |
| FOUNDATIONS INVESTMENT ADVISORS, LLC trimmed | 27,564 | $934K | 0.1% | 2025-Q4 stale |
| Alpha Cubed Investments, LLC added | 26,797 | $908K | 0.1% | 2025-Q4 stale |
| FSA WEALTH PARTNERS, INC. new | 29,627 | $811K | 0.1% | 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.
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.