IEF

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$93.56

+0.28 (+0.30%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding IEF · 2026-Q1 methodology → sources →

1,107 holders

% of shares outstanding held

—

Shares held (13F)

451,504,946

Reporting holders

1,107

Top holders

largest 100 of 1,107 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Fisher Asset Management, LLC	147,045,481147.0M	$14.0B	—	ADD 9%
2	FMR LLC	35,047,71235.0M	$3.3B	—	—
3	JPMORGAN CHASE & CO	34,721,61434.7M	$3.3B	—	—
4	BANK OF AMERICA CORP /DE/	22,900,07922.9M	$2.2B	—	ADD 70%
5	AMERIPRISE FINANCIAL INC	18,510,55918.5M	$1.8B	—	ADD 23%
6	ENVESTNET ASSET MANAGEMENT INC	14,752,60214.8M	$1.4B	—	ADD 16%
7	MORGAN STANLEY	12,781,39112.8M	$1.2B	—	TRIM -25%
8	PNC FINANCIAL SERVICES GROUP, INC.	8,428,7348.4M	$804M	—	—
9	RAYMOND JAMES FINANCIAL INC	6,801,3576.8M	$649M	—	ADD 10%
10	Blue Trust, Inc.	6,475,9526.5M	$618M	—	ADD 6%
11	LPL Financial LLC	5,958,0616.0M	$569M	—	ADD 15%
12	CAPTRUST FINANCIAL ADVISORS	5,365,9825.4M	$512M	—	TRIM -7%
13	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4,850,8564.9M	$463M	—	ADD 5%
14	BANK OF MONTREAL /CAN/	4,424,7854.4M	$422M	—	TRIM -22%
15	UBS Group AG	4,175,7294.2M	$399M	—	—
16	Richard Bernstein Advisors LLC	3,673,8793.7M	$351M	—	NEW
17	BlackRock, Inc.	3,641,3263.6M	$348M	—	ADD 58%
18	CITADEL ADVISORS LLC	3,431,2253.4M	$327M	—	NEW
19	ROYAL BANK OF CANADA	3,388,2863.4M	$323M	—	ADD 250%
20	Bank Julius Baer & Co. Ltd, Zurich	3,163,7753.2M	$302M	—	TRIM -6%
21	WELLS FARGO & COMPANY/MN	3,045,2453.0M	$291M	—	TRIM -9%
22	Baird Financial Group, Inc.	2,724,4722.7M	$260M	—	—
23	ALLIANCEBERNSTEIN L.P.	2,565,3182.6M	$247M	—	ADD 30%
24	Mutual Advisors, LLC	2,169,8212.2M	$207M	—	ADD 3%
25	TRUIST FINANCIAL CORP	1,913,8141.9M	$183M	—	ADD 11%
26	Harvest Portfolios Group Inc.	1,897,3111.9M	$181M	—	ADD 11%
27	Cerity Partners OCIO LLC	1,889,2141.9M	$180M	—	TRIM -8%
28	WEALTHCARE CAPITAL MANAGEMENT LLC	1,810,8031.8M	$173M	—	TRIM -7%
29	PEAVINE CAPITAL, LLC	1,771,6901.8M	$169M	—	—
30	STIFEL FINANCIAL CORP	1,538,7631.5M	$147M	—	ADD 8%
31	Cetera Investment Advisers	1,415,2681.4M	$135M	—	ADD 24%
32	ASSETMARK, INC	1,336,0591.3M	$128M	—	ADD 33%
33	Focus Partners Wealth	1,307,1681.3M	$125M	—	TRIM -3%
34	Janney Montgomery Scott LLC	1,288,7901.3M	$123M	—	ADD 16%
35	Members Trust Co	1,268,8471.3M	$121M	—	ADD 3%
36	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1,218,9011.2M	$116M	—	TRIM -28%
37	Liberty Mutual Group Asset Management Inc.	1,182,5071.2M	$113M	—	ADD 357%
38	RiverFront Investment Group, LLC	1,110,1251.1M	$106M	—	ADD 10769%
39	GOLDMAN SACHS GROUP INC	1,092,4141.1M	$104M	—	ADD 62%
40	Wealthcare Advisory Partners LLC	1,072,0461.1M	$102M	—	ADD 40%
41	Ally Invest Advisors Inc.	1,070,1581.1M	$102M	—	ADD 7%
42	Cambridge Investment Research Advisors, Inc.	1,002,9231.0M	$96M	—	ADD 33%
43	COLDSTREAM CAPITAL MANAGEMENT INC	990,423990,423	$95M	—	TRIM -50%
44	Cerity Partners LLC	983,964983,964	$94M	—	—
45	GREENLEAF TRUST	959,941959,941	$92M	—	ADD 25%
46	Avalon Advisory Group	925,015925,015	$88M	—	ADD 4%
47	3EDGE Asset Management, LP	894,281894,281	$85M	—	ADD 10%
48	SUMITOMO MITSUI FINANCIAL GROUP, INC.	855,197855,197	$82M	—	ADD 3%
49	GREENWOOD GEARHART LLC	798,912798,912	$76M	—	ADD 10%
50	WestEnd Advisors, LLC	779,648779,648	$74M	—	ADD 3%
51	MATAURO, LLC	764,661764,661	$73M	—	ADD 11%
52	AIA Group Ltd	763,695763,695	$73M	—	ADD 21%
53	Raub Brock Capital Management LP	762,422762,422	$73M	—	TRIM -3%
54	CenturyLink Investment Management Co	746,500746,500	$71M	—	NEW
55	Rockefeller Capital Management L.P.	704,626704,626	$67M	—	TRIM -28%
56	MML INVESTORS SERVICES, LLC	652,522652,522	$62M	—	ADD 18%
57	MAI Capital Management	627,232627,232	$60M	—	ADD 7%
58	Garde Capital, Inc.	609,268609,268	$58M	—	NEW
59	Arkos Global Advisors	601,226601,226	$57M	—	—
60	PRUDENT INVESTORS NETWORK, INC.	550,348550,348	$53M	—	ADD 32%
61	PARTNERS CAPITAL INVESTMENT GROUP, LLP	544,561544,561	$52M	—	ADD 9%
62	HighTower Advisors, LLC	534,295534,295	$51M	—	ADD 77%
63	Bogart Wealth, LLC	528,262528,262	$50M	—	ADD 4%
64	NorthRock Partners, LLC	524,082524,082	$50M	—	ADD 28%
65	PATTON FUND MANAGEMENT, INC.	509,552509,552	$49M	—	ADD 6%
66	Twele Capital Management, Inc.	497,065497,065	$47M	—	—
67	GenWealth Group, Inc.	489,306489,306	$47M	—	ADD 7%
68	LifeGuide Financial Advisors, LLC	468,039468,039	$45M	—	ADD 7%
69	Leo Wealth, LLC	464,602464,602	$44M	—	ADD 11%
70	Mirae Asset Global Investments Co., Ltd.	451,933451,933	$43M	—	TRIM -4%
71	Community Financial Services Group, LLC	442,134442,134	$42M	—	ADD 6%
72	Ironwood Wealth Management, LLC.	440,202440,202	$42M	—	ADD 2%
73	Sompo Asset Management Co., Ltd.	428,240428,240	$41M	—	—
74	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	426,317426,317	$41M	—	ADD 13%
75	OSAIC HOLDINGS, INC.	422,495422,495	$40M	—	TRIM -48%
76	Beacon Wealthcare LLC	412,988412,988	$39M	—	—
77	COMMONWEALTH EQUITY SERVICES, LLC	408,485408,485	$39M	—	ADD 21%
78	VICTORY CAPITAL MANAGEMENT INC	399,797399,797	$38M	—	TRIM -41%
79	Kestra Advisory Services, LLC	394,006394,006	$38M	—	ADD 8%
80	Focus Financial Network, Inc.	383,634383,634	$37M	—	ADD 4%
81	IFP Advisors, Inc	354,092354,092	$34M	—	ADD 33%
82	FIRST FINANCIAL BANK - TRUST DIVISION	353,112353,112	$34M	—	ADD 3%
83	Bank of New York Mellon Corp	346,576346,576	$33M	—	ADD 26%
84	Summit Global Investments	346,492346,492	$33M	—	ADD 477%
85	CITIGROUP INC	345,937345,937	$33M	—	TRIM -58%
86	Banco Santander, S.A.	337,380337,380	$32M	—	ADD 78%
87	Joule Financial, LLC	328,296328,296	$31M	—	ADD 16%
88	BROWN ADVISORY INC	325,298325,298	$31M	—	ADD 25%
89	Mariner, LLC	317,312317,312	$30M	—	TRIM -85%
90	SACHEM HILL LLC	314,918314,918	$30M	—	ADD 5%
91	FIFTH THIRD BANCORP	312,569312,569	$30M	—	ADD 59%
92	Rafferty Asset Management, LLC	306,692306,692	$29M	—	TRIM -32%
93	WEST PACES ADVISORS INC.	305,140305,140	$29M	—	ADD 4%
94	Virtue Capital Management, LLC	299,377299,377	$29M	—	ADD 4%
95	Farther Finance Advisors, LLC	294,845294,845	$28M	—	TRIM -6%
96	WEALTH MANAGEMENT RESOURCES, INC.	293,058293,058	$28M	—	—
97	Kingsview Wealth Management, LLC	292,002292,002	$28M	—	TRIM -21%
98	BARINGS LLC	288,213288,213	$28M	—	TRIM -56%
99	Envestnet Portfolio Solutions, Inc.	278,390278,390	$27M	—	ADD 19%
100	US BANCORP \DE\	274,672274,672	$26M	—	ADD 4%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Fisher Asset Management, LLC

49.2M

55.0M

57.7M

87.7M

134.8M

147.0M

$14.0B

FMR LLC

29.7M

26.9M

28.6M

29.7M

34.8M

35.0M

$3.3B

JPMORGAN CHASE & CO

26.7M

28.1M

27.3M

53.4M

34.2M

34.7M

$3.3B

BANK OF AMERICA CORP /DE/

7.7M

8.5M

9.0M

10.7M

13.5M

22.9M

$2.2B

AMERIPRISE FINANCIAL INC

11.6M

11.2M

11.7M

15.0M

15.1M

18.5M

$1.8B

ENVESTNET ASSET MANAGEMENT INC

12.2M

12.4M

12.8M

12.7M

14.8M

$1.4B

MORGAN STANLEY

7.8M

11.1M

12.5M

14.3M

17.0M

12.8M

$1.2B

PNC FINANCIAL SERVICES GROUP, INC.

9.6M

9.3M

8.6M

8.4M

8.5M

8.4M

$804M

RAYMOND JAMES FINANCIAL INC

7.8M

8.1M

5.9M

6.2M

6.8M

$649M

Blue Trust, Inc.

5.5M

5.3M

5.6M

6.0M

6.1M

6.5M

$618M

LPL Financial LLC

3.7M

4.4M

4.5M

4.7M

5.2M

6.0M

$569M

CAPTRUST FINANCIAL ADVISORS

8.4M

9.5M

10.0M

5.1M

5.8M

5.4M

$512M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

4.5M

4.6M

4.2M

4.4M

4.6M

4.9M

$463M

BANK OF MONTREAL /CAN/

5.6M

7.1M

7.3M

10.1M

5.7M

4.4M

$422M

UBS Group AG

3.7M

3.8M

4.2M

4.3M

4.2M

$399M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	1,107	451,504,946	—	$43.1B
2025-Q4	1,090	417,899,946	—	$40.2B
2025-Q3	1,001	377,133,001	—	$36.4B
2025-Q2	1,010	315,983,761	—	$30.2B
2025-Q1	981	313,874,999	—	$29.9B
2024-Q4	971

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding IEF · 2026-Q1 methodology → sources →

1,107 holders

% of shares outstanding held

—

Shares held (13F)

451,504,946

Reporting holders

1,107

Top holders

largest 100 of 1,107 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Fisher Asset Management, LLC	147,045,481147.0M	$14.0B	—	ADD 9%
2	FMR LLC	35,047,71235.0M	$3.3B	—	—
3	JPMORGAN CHASE & CO	34,721,61434.7M	$3.3B	—	—
4	BANK OF AMERICA CORP /DE/	22,900,07922.9M	$2.2B	—	ADD 70%
5	AMERIPRISE FINANCIAL INC	18,510,55918.5M	$1.8B	—	ADD 23%
6	ENVESTNET ASSET MANAGEMENT INC	14,752,60214.8M	$1.4B	—	ADD 16%
7	MORGAN STANLEY	12,781,39112.8M	$1.2B	—	TRIM -25%
8	PNC FINANCIAL SERVICES GROUP, INC.	8,428,7348.4M	$804M	—	—
9	RAYMOND JAMES FINANCIAL INC	6,801,3576.8M	$649M	—	ADD 10%
10	Blue Trust, Inc.	6,475,9526.5M	$618M	—	ADD 6%
11	LPL Financial LLC	5,958,0616.0M	$569M	—	ADD 15%
12	CAPTRUST FINANCIAL ADVISORS	5,365,9825.4M	$512M	—	TRIM -7%
13	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4,850,8564.9M	$463M	—	ADD 5%
14	BANK OF MONTREAL /CAN/	4,424,7854.4M	$422M	—	TRIM -22%
15	UBS Group AG	4,175,7294.2M	$399M	—	—
16	Richard Bernstein Advisors LLC	3,673,8793.7M	$351M	—	NEW
17	BlackRock, Inc.	3,641,3263.6M	$348M	—	ADD 58%
18	CITADEL ADVISORS LLC	3,431,2253.4M	$327M	—	NEW
19	ROYAL BANK OF CANADA	3,388,2863.4M	$323M	—	ADD 250%
20	Bank Julius Baer & Co. Ltd, Zurich	3,163,7753.2M	$302M	—	TRIM -6%
21	WELLS FARGO & COMPANY/MN	3,045,2453.0M	$291M	—	TRIM -9%
22	Baird Financial Group, Inc.	2,724,4722.7M	$260M	—	—
23	ALLIANCEBERNSTEIN L.P.	2,565,3182.6M	$247M	—	ADD 30%
24	Mutual Advisors, LLC	2,169,8212.2M	$207M	—	ADD 3%
25	TRUIST FINANCIAL CORP	1,913,8141.9M	$183M	—	ADD 11%
26	Harvest Portfolios Group Inc.	1,897,3111.9M	$181M	—	ADD 11%
27	Cerity Partners OCIO LLC	1,889,2141.9M	$180M	—	TRIM -8%
28	WEALTHCARE CAPITAL MANAGEMENT LLC	1,810,8031.8M	$173M	—	TRIM -7%
29	PEAVINE CAPITAL, LLC	1,771,6901.8M	$169M	—	—
30	STIFEL FINANCIAL CORP	1,538,7631.5M	$147M	—	ADD 8%
31	Cetera Investment Advisers	1,415,2681.4M	$135M	—	ADD 24%
32	ASSETMARK, INC	1,336,0591.3M	$128M	—	ADD 33%
33	Focus Partners Wealth	1,307,1681.3M	$125M	—	TRIM -3%
34	Janney Montgomery Scott LLC	1,288,7901.3M	$123M	—	ADD 16%
35	Members Trust Co	1,268,8471.3M	$121M	—	ADD 3%
36	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1,218,9011.2M	$116M	—	TRIM -28%
37	Liberty Mutual Group Asset Management Inc.	1,182,5071.2M	$113M	—	ADD 357%
38	RiverFront Investment Group, LLC	1,110,1251.1M	$106M	—	ADD 10769%
39	GOLDMAN SACHS GROUP INC	1,092,4141.1M	$104M	—	ADD 62%
40	Wealthcare Advisory Partners LLC	1,072,0461.1M	$102M	—	ADD 40%
41	Ally Invest Advisors Inc.	1,070,1581.1M	$102M	—	ADD 7%
42	Cambridge Investment Research Advisors, Inc.	1,002,9231.0M	$96M	—	ADD 33%
43	COLDSTREAM CAPITAL MANAGEMENT INC	990,423990,423	$95M	—	TRIM -50%
44	Cerity Partners LLC	983,964983,964	$94M	—	—
45	GREENLEAF TRUST	959,941959,941	$92M	—	ADD 25%
46	Avalon Advisory Group	925,015925,015	$88M	—	ADD 4%
47	3EDGE Asset Management, LP	894,281894,281	$85M	—	ADD 10%
48	SUMITOMO MITSUI FINANCIAL GROUP, INC.	855,197855,197	$82M	—	ADD 3%
49	GREENWOOD GEARHART LLC	798,912798,912	$76M	—	ADD 10%
50	WestEnd Advisors, LLC	779,648779,648	$74M	—	ADD 3%
51	MATAURO, LLC	764,661764,661	$73M	—	ADD 11%
52	AIA Group Ltd	763,695763,695	$73M	—	ADD 21%
53	Raub Brock Capital Management LP	762,422762,422	$73M	—	TRIM -3%
54	CenturyLink Investment Management Co	746,500746,500	$71M	—	NEW
55	Rockefeller Capital Management L.P.	704,626704,626	$67M	—	TRIM -28%
56	MML INVESTORS SERVICES, LLC	652,522652,522	$62M	—	ADD 18%
57	MAI Capital Management	627,232627,232	$60M	—	ADD 7%
58	Garde Capital, Inc.	609,268609,268	$58M	—	NEW
59	Arkos Global Advisors	601,226601,226	$57M	—	—
60	PRUDENT INVESTORS NETWORK, INC.	550,348550,348	$53M	—	ADD 32%
61	PARTNERS CAPITAL INVESTMENT GROUP, LLP	544,561544,561	$52M	—	ADD 9%
62	HighTower Advisors, LLC	534,295534,295	$51M	—	ADD 77%
63	Bogart Wealth, LLC	528,262528,262	$50M	—	ADD 4%
64	NorthRock Partners, LLC	524,082524,082	$50M	—	ADD 28%
65	PATTON FUND MANAGEMENT, INC.	509,552509,552	$49M	—	ADD 6%
66	Twele Capital Management, Inc.	497,065497,065	$47M	—	—
67	GenWealth Group, Inc.	489,306489,306	$47M	—	ADD 7%
68	LifeGuide Financial Advisors, LLC	468,039468,039	$45M	—	ADD 7%
69	Leo Wealth, LLC	464,602464,602	$44M	—	ADD 11%
70	Mirae Asset Global Investments Co., Ltd.	451,933451,933	$43M	—	TRIM -4%
71	Community Financial Services Group, LLC	442,134442,134	$42M	—	ADD 6%
72	Ironwood Wealth Management, LLC.	440,202440,202	$42M	—	ADD 2%
73	Sompo Asset Management Co., Ltd.	428,240428,240	$41M	—	—
74	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	426,317426,317	$41M	—	ADD 13%
75	OSAIC HOLDINGS, INC.	422,495422,495	$40M	—	TRIM -48%
76	Beacon Wealthcare LLC	412,988412,988	$39M	—	—
77	COMMONWEALTH EQUITY SERVICES, LLC	408,485408,485	$39M	—	ADD 21%
78	VICTORY CAPITAL MANAGEMENT INC	399,797399,797	$38M	—	TRIM -41%
79	Kestra Advisory Services, LLC	394,006394,006	$38M	—	ADD 8%
80	Focus Financial Network, Inc.	383,634383,634	$37M	—	ADD 4%
81	IFP Advisors, Inc	354,092354,092	$34M	—	ADD 33%
82	FIRST FINANCIAL BANK - TRUST DIVISION	353,112353,112	$34M	—	ADD 3%
83	Bank of New York Mellon Corp	346,576346,576	$33M	—	ADD 26%
84	Summit Global Investments	346,492346,492	$33M	—	ADD 477%
85	CITIGROUP INC	345,937345,937	$33M	—	TRIM -58%
86	Banco Santander, S.A.	337,380337,380	$32M	—	ADD 78%
87	Joule Financial, LLC	328,296328,296	$31M	—	ADD 16%
88	BROWN ADVISORY INC	325,298325,298	$31M	—	ADD 25%
89	Mariner, LLC	317,312317,312	$30M	—	TRIM -85%
90	SACHEM HILL LLC	314,918314,918	$30M	—	ADD 5%
91	FIFTH THIRD BANCORP	312,569312,569	$30M	—	ADD 59%
92	Rafferty Asset Management, LLC	306,692306,692	$29M	—	TRIM -32%
93	WEST PACES ADVISORS INC.	305,140305,140	$29M	—	ADD 4%
94	Virtue Capital Management, LLC	299,377299,377	$29M	—	ADD 4%
95	Farther Finance Advisors, LLC	294,845294,845	$28M	—	TRIM -6%
96	WEALTH MANAGEMENT RESOURCES, INC.	293,058293,058	$28M	—	—
97	Kingsview Wealth Management, LLC	292,002292,002	$28M	—	TRIM -21%
98	BARINGS LLC	288,213288,213	$28M	—	TRIM -56%
99	Envestnet Portfolio Solutions, Inc.	278,390278,390	$27M	—	ADD 19%
100	US BANCORP \DE\	274,672274,672	$26M	—	ADD 4%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Fisher Asset Management, LLC

49.2M

55.0M

57.7M

87.7M

134.8M

147.0M

$14.0B

FMR LLC

29.7M

26.9M

28.6M

29.7M

34.8M

35.0M

$3.3B

JPMORGAN CHASE & CO

26.7M

28.1M

27.3M

53.4M

34.2M

34.7M

$3.3B

BANK OF AMERICA CORP /DE/

7.7M

8.5M

9.0M

10.7M

13.5M

22.9M

$2.2B

AMERIPRISE FINANCIAL INC

11.6M

11.2M

11.7M

15.0M

15.1M

18.5M

$1.8B

ENVESTNET ASSET MANAGEMENT INC

12.2M

12.4M

12.8M

12.7M

14.8M

$1.4B

MORGAN STANLEY

7.8M

11.1M

12.5M

14.3M

17.0M

12.8M

$1.2B

PNC FINANCIAL SERVICES GROUP, INC.

9.6M

9.3M

8.6M

8.4M

8.5M

8.4M

$804M

RAYMOND JAMES FINANCIAL INC

7.8M

8.1M

5.9M

6.2M

6.8M

$649M

Blue Trust, Inc.

5.5M

5.3M

5.6M

6.0M

6.1M

6.5M

$618M

LPL Financial LLC

3.7M

4.4M

4.5M

4.7M

5.2M

6.0M

$569M

CAPTRUST FINANCIAL ADVISORS

8.4M

9.5M

10.0M

5.1M

5.8M

5.4M

$512M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

4.5M

4.6M

4.2M

4.4M

4.6M

4.9M

$463M

BANK OF MONTREAL /CAN/

5.6M

7.1M

7.3M

10.1M

5.7M

4.4M

$422M

UBS Group AG

3.7M

3.8M

4.2M

4.3M

4.2M

$399M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	1,107	451,504,946	—	$43.1B
2025-Q4	1,090	417,899,946	—	$40.2B
2025-Q3	1,001	377,133,001	—	$36.4B
2025-Q2	1,010	315,983,761	—	$30.2B
2025-Q1	981	313,874,999	—	$29.9B
2024-Q4	971

Short interest has its own tab now — open SI →

IEF☆

Institutional ownership· 13F filers holding IEF · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding IEF · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

IEF