IYK

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$76.85

-0.19 (-0.25%)

USD · as of 2026-07-29 · marketstack

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

291 holders

% of shares outstanding held

—

Shares held (13F)

14,671,683

Reporting holders

291

Top holders

largest 100 of 291 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Dynasty Wealth Management, LLC	2,128,8262.1M	$149M	—	NEW
2	JPMORGAN CHASE & CO	1,133,4391.1M	$79M	—	ADD 2393%
3	OpenArc Corporate Advisory, LLC	989,925989,925	$69M	—	NEW
4	SAGESPRING WEALTH PARTNERS, LLC	900,649900,649	$63M	—	NEW
5	LPL Financial LLC	859,426859,426	$60M	—	TRIM -9%
6	MORGAN STANLEY	688,325688,325	$48M	—	ADD 3%
7	AMERIPRISE FINANCIAL INC	585,015585,015	$41M	—	ADD 261%
8	BANK OF AMERICA CORP /DE/	578,075578,075	$40M	—	TRIM -3%
9	Steward Partners Investment Advisory, LLC	555,676555,676	$39M	—	ADD 3%
10	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	466,767466,767	$33M	—	TRIM -12%
11	BNP PARIBAS FINANCIAL MARKETS	401,015401,015	$28M	—	ADD 303%
12	UBS Group AG	376,047376,047	$26M	—	TRIM -21%
13	PGIM Custom Harvest LLC	319,027319,027	$22M	—	TRIM -8%
14	ROYAL BANK OF CANADA	312,442312,442	$22M	—	ADD 13%
15	GOLDMAN SACHS GROUP INC	256,761256,761	$18M	—	TRIM -10%
16	RAYMOND JAMES FINANCIAL INC	256,275256,275	$18M	—	TRIM -13%
17	WELLS FARGO & COMPANY/MN	254,512254,512	$18M	—	ADD 14%
18	Cetera Investment Advisers	214,107214,107	$15M	—	—
19	OSAIC HOLDINGS, INC.	181,492181,492	$13M	—	TRIM -4%
20	Cambridge Investment Research Advisors, Inc.	175,227175,227	$12M	—	TRIM -42%
21	COMMONWEALTH EQUITY SERVICES, LLC	141,381141,381	$10M	—	ADD 236%
22	CIBC WORLD MARKET INC.	131,950131,950	$9M	—	ADD 4%
23	Key Client Fiduciary Advisors, LLC	126,520126,520	$9M	—	ADD 2817%
24	MGO ONE SEVEN LLC	103,893103,893	$7M	—	ADD 7%
25	WealthSpring Partners, LLC	98,65798,657	$7M	—	—
26	UNIQUE WEALTH, LLC	92,85792,857	$7M	—	NEW
27	Zurich Insurance Group Ltd/FI	68,45068,450	$5M	—	TRIM -38%
28	Centerline Wealth Advisors, LLC	63,96263,962	$4M	—	NEW
29	JONES FINANCIAL COMPANIES LLLP	61,26361,263	$4M	—	ADD 13%
30	ENVESTNET ASSET MANAGEMENT INC	54,25154,251	$4M	—	TRIM -4%
31	Aspen Wealth Strategies, LLC	49,43849,438	$3M	—	ADD 2%
32	Storen Legacy Partners, LLC	43,60043,600	$3M	—	NEW
33	MML INVESTORS SERVICES, LLC	42,20842,208	$3M	—	TRIM -5%
34	SUSQUEHANNA INTERNATIONAL GROUP, LLP	39,39239,392	$3M	—	TRIM -15%
35	LITTLEJOHN FINANCIAL SERVICES, INC.	39,26139,261	$3M	—	TRIM -3%
36	First Citizens Financial Corp	38,41238,412	$3M	—	—
37	Conservest Capital Advisors, Inc.	37,24937,249	$3M	—	TRIM -16%
38	Thrivent Financial for Lutherans	35,79935,799	$3M	—	TRIM -42%
39	MONEY CONCEPTS CAPITAL CORP	35,21235,212	$2M	—	—
40	PRINCIPAL SECURITIES, INC.	31,53631,536	$2M	—	TRIM -28%
41	Tower Research Capital LLC (TRC)	30,90330,903	$2M	—	ADD 327%
42	D. E. Shaw & Co., Inc.	30,76630,766	$2M	—	ADD 465%
43	WealthCare Investment Partners, LLC	30,80330,803	$2M	—	TRIM -9%
44	Sanctuary Advisors, LLC	30,28030,280	$2M	—	ADD 22%
45	Private Advisor Group, LLC	29,38229,382	$2M	—	ADD 257%
46	Kestra Advisory Services, LLC	29,32129,321	$2M	—	ADD 7%
47	JANE STREET GROUP, LLC	28,41228,412	$2M	—	NEW
48	Consolidated Investment Group LLC	27,90027,900	$2M	—	NEW
49	XTX Topco Ltd	26,60726,607	$2M	—	NEW
50	Matthew Goff Investment Advisor, LLC	26,01226,012	$2M	—	NEW
51	SFI Advisors, LLC	24,39624,396	$2M	—	TRIM -47%
52	PENOBSCOT WEALTH MANAGEMENT	23,58323,583	$2M	—	TRIM -39%
53	RENAISSANCE TECHNOLOGIES LLC	23,30023,300	$2M	—	NEW
54	Qube Research & Technologies Ltd	22,85822,858	$2M	—	ADD 17%
55	Wall Street Financial Group, Inc.	22,07422,074	$2M	—	ADD 6%
56	B. Riley Wealth Advisors, Inc.	21,72821,728	$2M	—	—
57	CITADEL ADVISORS LLC	20,61320,613	$1M	—	TRIM -92%
58	Janney Montgomery Scott LLC	20,48120,481	$1M	—	TRIM -24%
59	Geneos Wealth Management Inc.	20,08420,084	$1M	—	—
60	Focus Partners Wealth	19,00519,005	$1M	—	TRIM -5%
61	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	18,91818,918	$1M	—	ADD 82%
62	Envision Financial Transparency, LLC	18,64118,641	$1M	—	NEW
63	Waterloo Capital, L.P.	18,62218,622	$1M	—	—
64	Comprehensive Wealth Management, LLC	18,34918,349	$1M	—	—
65	Smartleaf Asset Management LLC	18,16818,168	$1M	—	ADD 46485%
66	STIFEL FINANCIAL CORP	17,68317,683	$1M	—	ADD 3%
67	Sovran Advisors, LLC	17,18117,181	$1M	—	—
68	NTV Asset Management LLC	17,59717,597	$1M	—	NEW
69	Cyndeo Wealth Partners, LLC	16,40416,404	$1M	—	NEW
70	AssuredPartners Investment Advisors, LLC	15,89815,898	$1M	—	TRIM -48%
71	Stonebridge Financial Planning Group, LLC	15,85915,859	$1M	—	—
72	LIBERTY WEALTH MANAGEMENT LLC	15,76615,766	$1M	—	ADD 37%
73	Mariner, LLC	15,53115,531	$1M	—	ADD 26%
74	Hilltop Holdings Inc.	15,45515,455	$1M	—	NEW
75	Equitable Holdings, Inc.	16,11616,116	$1M	—	TRIM -4%
76	GFS Advisors, LLC	4,9534,953	$1M	—	NEW
77	IHT Wealth Management, LLC	15,20715,207	$1M	—	TRIM -5%
78	FMR LLC	14,47714,477	$1M	—	ADD 14%
79	Merit Financial Group, LLC	14,44514,445	$1M	—	—
80	Adams Wealth Management	13,79513,795	$966,064	—	TRIM -15%
81	CacheTech Inc.	13,79513,795	$966,064	—	TRIM -15%
82	HighTower Advisors, LLC	13,65913,659	$956,469	—	—
83	Counterweight Ventures, LLC	13,47813,478	$943,864	—	NEW
84	Corient Private Wealth LLC	13,73713,737	$926,527	—	TRIM -49%
85	FIFTH THIRD BANCORP	12,98812,988	$909,550	—	NEW
86	FRANKLIN RESOURCES INC	12,71712,717	$890,572	—	—
87	Asset One Wealth Management LLC	12,73412,734	$879,028	—	ADD 5%
88	BESSEMER GROUP INC	12,51912,519	$877,000	—	—
89	Mutual Advisors, LLC	12,48712,487	$874,445	—	TRIM -8%
90	Stone Wealth Partners	12,47612,476	$873,694	—	ADD 37%
91	Atria Investments, Inc	12,24612,246	$857,611	—	ADD 28%
92	Signal Advisors Wealth, LLC	12,11612,116	$848,461	—	ADD 47%
93	CWM, LLC	11,79011,790	$825,644	—	—
94	Virtue Capital Management, LLC	11,71711,717	$819,721	—	TRIM -6%
95	GTS SECURITIES LLC	11,57211,572	$810,387	—	NEW
96	Simmons Bank	11,52411,524	$807,027	—	TRIM -4%
97	BROWN ADVISORY INC	11,49111,491	$804,714	—	—
98	Rockefeller Capital Management L.P.	11,48011,480	$803,969	—	—
99	Essex LLC	11,33711,337	$793,930	—	—
100	Lakeshore Capital Group, Inc.	11,11411,114	$778,336	—	—

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

Dynasty Wealth Management, LLC

—

2.1M

$149M

JPMORGAN CHASE & CO

32K

28K

29K

47K

45K

1.1M

$79M

OpenArc Corporate Advisory, LLC

—

990K

$69M

SAGESPRING WEALTH PARTNERS, LLC

—

901K

$63M

LPL Financial LLC

716K

858K

920K

863K

945K

859K

$60M

MORGAN STANLEY

686K

638K

649K

615K

670K

688K

$48M

AMERIPRISE FINANCIAL INC

738K

813K

724K

558K

162K

585K

$41M

BANK OF AMERICA CORP /DE/

574K

624K

962K

578K

597K

578K

$40M

Steward Partners Investment Advisory, LLC

13K

64K

486K

538K

556K

$39M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

512K

523K

537K

536K

531K

467K

$33M

BNP PARIBAS FINANCIAL MARKETS

100K

115K

50K

249K

100K

401K

$28M

UBS Group AG

455K

454K

468K

502K

473K

376K

$26M

PGIM Custom Harvest LLC

1.5M

1.6M

348K

319K

$22M

ROYAL BANK OF CANADA

107K

173K

883K

287K

276K

312K

$22M

GOLDMAN SACHS GROUP INC

318K

226K

262K

284K

257K

$18M

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	291	14,671,683	—	$1.0B
2025-Q4	269	8,978,898	—	$601M
2025-Q3	255	10,511,714	—	$719M
2025-Q2	256	11,131,310	—	$785M
2025-Q1	255	11,608,876	—	$831M
2024-Q4	249	9,579,969

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 IYK · 2026-Q1 methodology → sources →

291 holders

% of shares outstanding held

—

Shares held (13F)

14,671,683

Reporting holders

291

Top holders

largest 100 of 291 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Dynasty Wealth Management, LLC	2,128,8262.1M	$149M	—	NEW
2	JPMORGAN CHASE & CO	1,133,4391.1M	$79M	—	ADD 2393%
3	OpenArc Corporate Advisory, LLC	989,925989,925	$69M	—	NEW
4	SAGESPRING WEALTH PARTNERS, LLC	900,649900,649	$63M	—	NEW
5	LPL Financial LLC	859,426859,426	$60M	—	TRIM -9%
6	MORGAN STANLEY	688,325688,325	$48M	—	ADD 3%
7	AMERIPRISE FINANCIAL INC	585,015585,015	$41M	—	ADD 261%
8	BANK OF AMERICA CORP /DE/	578,075578,075	$40M	—	TRIM -3%
9	Steward Partners Investment Advisory, LLC	555,676555,676	$39M	—	ADD 3%
10	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	466,767466,767	$33M	—	TRIM -12%
11	BNP PARIBAS FINANCIAL MARKETS	401,015401,015	$28M	—	ADD 303%
12	UBS Group AG	376,047376,047	$26M	—	TRIM -21%
13	PGIM Custom Harvest LLC	319,027319,027	$22M	—	TRIM -8%
14	ROYAL BANK OF CANADA	312,442312,442	$22M	—	ADD 13%
15	GOLDMAN SACHS GROUP INC	256,761256,761	$18M	—	TRIM -10%
16	RAYMOND JAMES FINANCIAL INC	256,275256,275	$18M	—	TRIM -13%
17	WELLS FARGO & COMPANY/MN	254,512254,512	$18M	—	ADD 14%
18	Cetera Investment Advisers	214,107214,107	$15M	—	—
19	OSAIC HOLDINGS, INC.	181,492181,492	$13M	—	TRIM -4%
20	Cambridge Investment Research Advisors, Inc.	175,227175,227	$12M	—	TRIM -42%
21	COMMONWEALTH EQUITY SERVICES, LLC	141,381141,381	$10M	—	ADD 236%
22	CIBC WORLD MARKET INC.	131,950131,950	$9M	—	ADD 4%
23	Key Client Fiduciary Advisors, LLC	126,520126,520	$9M	—	ADD 2817%
24	MGO ONE SEVEN LLC	103,893103,893	$7M	—	ADD 7%
25	WealthSpring Partners, LLC	98,65798,657	$7M	—	—
26	UNIQUE WEALTH, LLC	92,85792,857	$7M	—	NEW
27	Zurich Insurance Group Ltd/FI	68,45068,450	$5M	—	TRIM -38%
28	Centerline Wealth Advisors, LLC	63,96263,962	$4M	—	NEW
29	JONES FINANCIAL COMPANIES LLLP	61,26361,263	$4M	—	ADD 13%
30	ENVESTNET ASSET MANAGEMENT INC	54,25154,251	$4M	—	TRIM -4%
31	Aspen Wealth Strategies, LLC	49,43849,438	$3M	—	ADD 2%
32	Storen Legacy Partners, LLC	43,60043,600	$3M	—	NEW
33	MML INVESTORS SERVICES, LLC	42,20842,208	$3M	—	TRIM -5%
34	SUSQUEHANNA INTERNATIONAL GROUP, LLP	39,39239,392	$3M	—	TRIM -15%
35	LITTLEJOHN FINANCIAL SERVICES, INC.	39,26139,261	$3M	—	TRIM -3%
36	First Citizens Financial Corp	38,41238,412	$3M	—	—
37	Conservest Capital Advisors, Inc.	37,24937,249	$3M	—	TRIM -16%
38	Thrivent Financial for Lutherans	35,79935,799	$3M	—	TRIM -42%
39	MONEY CONCEPTS CAPITAL CORP	35,21235,212	$2M	—	—
40	PRINCIPAL SECURITIES, INC.	31,53631,536	$2M	—	TRIM -28%
41	Tower Research Capital LLC (TRC)	30,90330,903	$2M	—	ADD 327%
42	D. E. Shaw & Co., Inc.	30,76630,766	$2M	—	ADD 465%
43	WealthCare Investment Partners, LLC	30,80330,803	$2M	—	TRIM -9%
44	Sanctuary Advisors, LLC	30,28030,280	$2M	—	ADD 22%
45	Private Advisor Group, LLC	29,38229,382	$2M	—	ADD 257%
46	Kestra Advisory Services, LLC	29,32129,321	$2M	—	ADD 7%
47	JANE STREET GROUP, LLC	28,41228,412	$2M	—	NEW
48	Consolidated Investment Group LLC	27,90027,900	$2M	—	NEW
49	XTX Topco Ltd	26,60726,607	$2M	—	NEW
50	Matthew Goff Investment Advisor, LLC	26,01226,012	$2M	—	NEW
51	SFI Advisors, LLC	24,39624,396	$2M	—	TRIM -47%
52	PENOBSCOT WEALTH MANAGEMENT	23,58323,583	$2M	—	TRIM -39%
53	RENAISSANCE TECHNOLOGIES LLC	23,30023,300	$2M	—	NEW
54	Qube Research & Technologies Ltd	22,85822,858	$2M	—	ADD 17%
55	Wall Street Financial Group, Inc.	22,07422,074	$2M	—	ADD 6%
56	B. Riley Wealth Advisors, Inc.	21,72821,728	$2M	—	—
57	CITADEL ADVISORS LLC	20,61320,613	$1M	—	TRIM -92%
58	Janney Montgomery Scott LLC	20,48120,481	$1M	—	TRIM -24%
59	Geneos Wealth Management Inc.	20,08420,084	$1M	—	—
60	Focus Partners Wealth	19,00519,005	$1M	—	TRIM -5%
61	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	18,91818,918	$1M	—	ADD 82%
62	Envision Financial Transparency, LLC	18,64118,641	$1M	—	NEW
63	Waterloo Capital, L.P.	18,62218,622	$1M	—	—
64	Comprehensive Wealth Management, LLC	18,34918,349	$1M	—	—
65	Smartleaf Asset Management LLC	18,16818,168	$1M	—	ADD 46485%
66	STIFEL FINANCIAL CORP	17,68317,683	$1M	—	ADD 3%
67	Sovran Advisors, LLC	17,18117,181	$1M	—	—
68	NTV Asset Management LLC	17,59717,597	$1M	—	NEW
69	Cyndeo Wealth Partners, LLC	16,40416,404	$1M	—	NEW
70	AssuredPartners Investment Advisors, LLC	15,89815,898	$1M	—	TRIM -48%
71	Stonebridge Financial Planning Group, LLC	15,85915,859	$1M	—	—
72	LIBERTY WEALTH MANAGEMENT LLC	15,76615,766	$1M	—	ADD 37%
73	Mariner, LLC	15,53115,531	$1M	—	ADD 26%
74	Hilltop Holdings Inc.	15,45515,455	$1M	—	NEW
75	Equitable Holdings, Inc.	16,11616,116	$1M	—	TRIM -4%
76	GFS Advisors, LLC	4,9534,953	$1M	—	NEW
77	IHT Wealth Management, LLC	15,20715,207	$1M	—	TRIM -5%
78	FMR LLC	14,47714,477	$1M	—	ADD 14%
79	Merit Financial Group, LLC	14,44514,445	$1M	—	—
80	Adams Wealth Management	13,79513,795	$966,064	—	TRIM -15%
81	CacheTech Inc.	13,79513,795	$966,064	—	TRIM -15%
82	HighTower Advisors, LLC	13,65913,659	$956,469	—	—
83	Counterweight Ventures, LLC	13,47813,478	$943,864	—	NEW
84	Corient Private Wealth LLC	13,73713,737	$926,527	—	TRIM -49%
85	FIFTH THIRD BANCORP	12,98812,988	$909,550	—	NEW
86	FRANKLIN RESOURCES INC	12,71712,717	$890,572	—	—
87	Asset One Wealth Management LLC	12,73412,734	$879,028	—	ADD 5%
88	BESSEMER GROUP INC	12,51912,519	$877,000	—	—
89	Mutual Advisors, LLC	12,48712,487	$874,445	—	TRIM -8%
90	Stone Wealth Partners	12,47612,476	$873,694	—	ADD 37%
91	Atria Investments, Inc	12,24612,246	$857,611	—	ADD 28%
92	Signal Advisors Wealth, LLC	12,11612,116	$848,461	—	ADD 47%
93	CWM, LLC	11,79011,790	$825,644	—	—
94	Virtue Capital Management, LLC	11,71711,717	$819,721	—	TRIM -6%
95	GTS SECURITIES LLC	11,57211,572	$810,387	—	NEW
96	Simmons Bank	11,52411,524	$807,027	—	TRIM -4%
97	BROWN ADVISORY INC	11,49111,491	$804,714	—	—
98	Rockefeller Capital Management L.P.	11,48011,480	$803,969	—	—
99	Essex LLC	11,33711,337	$793,930	—	—
100	Lakeshore Capital Group, Inc.	11,11411,114	$778,336	—	—

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

Dynasty Wealth Management, LLC

—

2.1M

$149M

JPMORGAN CHASE & CO

32K

28K

29K

47K

45K

1.1M

$79M

OpenArc Corporate Advisory, LLC

—

990K

$69M

SAGESPRING WEALTH PARTNERS, LLC

—

901K

$63M

LPL Financial LLC

716K

858K

920K

863K

945K

859K

$60M

MORGAN STANLEY

686K

638K

649K

615K

670K

688K

$48M

AMERIPRISE FINANCIAL INC

738K

813K

724K

558K

162K

585K

$41M

BANK OF AMERICA CORP /DE/

574K

624K

962K

578K

597K

578K

$40M

Steward Partners Investment Advisory, LLC

13K

64K

486K

538K

556K

$39M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

512K

523K

537K

536K

531K

467K

$33M

BNP PARIBAS FINANCIAL MARKETS

100K

115K

50K

249K

100K

401K

$28M

UBS Group AG

455K

454K

468K

502K

473K

376K

$26M

PGIM Custom Harvest LLC

1.5M

1.6M

348K

319K

$22M

ROYAL BANK OF CANADA

107K

173K

883K

287K

276K

312K

$22M

GOLDMAN SACHS GROUP INC

318K

226K

262K

284K

257K

$18M

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	291	14,671,683	—	$1.0B
2025-Q4	269	8,978,898	—	$601M
2025-Q3	255	10,511,714	—	$719M
2025-Q2	256	11,131,310	—	$785M
2025-Q1	255	11,608,876	—	$831M
2024-Q4	249	9,579,969

Short interest has its own tab now — open SI →

IYK☆

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

Top holders

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

Institutional footprint by quarter

IYK