IYZ

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$39.71

-1.08 (-2.65%)

USD · as of 2026-07-29 · marketstack

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

174 holders

% of shares outstanding held

—

Shares held (13F)

18,249,381

Reporting holders

174

Top holders

largest 100 of 174 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	1,863,3791.9M	$73M	—	TRIM -7%
2	BANK OF AMERICA CORP /DE/	1,786,4521.8M	$70M	—	ADD 26%
3	LPL Financial LLC	1,721,7361.7M	$68M	—	ADD 183%
4	WELLS FARGO & COMPANY/MN	1,635,7781.6M	$64M	—	ADD 652%
5	PINKERTON WEALTH, LLC	1,748,5791.7M	$59M	—	ADD 39%
6	CITIGROUP INC	1,216,3311.2M	$48M	—	TRIM -43%
7	Advisory Services Network, LLC	410,067410,067	$16M	—	ADD 189%
8	Zurich Insurance Group Ltd/FI	405,290405,290	$16M	—	TRIM -15%
9	BNP PARIBAS FINANCIAL MARKETS	394,409394,409	$16M	—	TRIM -39%
10	Independent Advisor Alliance	371,560371,560	$15M	—	NEW
11	GOLDMAN SACHS GROUP INC	369,328369,328	$15M	—	TRIM -19%
12	Cambridge Investment Research Advisors, Inc.	341,798341,798	$13M	—	TRIM -42%
13	RAYMOND JAMES FINANCIAL INC	333,470333,470	$13M	—	TRIM -12%
14	ADVISORTRUST PARTNERS, LLC	313,377313,377	$12M	—	NEW
15	Equitable Holdings, Inc.	289,800289,800	$11M	—	ADD 317%
16	Orion Porfolio Solutions, LLC	263,263263,263	$10M	—	TRIM -16%
17	ROYAL BANK OF CANADA	262,771262,771	$10M	—	TRIM -13%
18	WealthCare Asset Management, LLC	244,862244,862	$10M	—	—
19	RPS ADVISORY SOLUTIONS LLC	227,052227,052	$9M	—	TRIM -14%
20	Summit Financial Consulting LLC	222,519222,519	$9M	—	TRIM -3%
21	UBS Group AG	183,066183,066	$7M	—	TRIM -19%
22	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	163,500163,500	$6M	—	—
23	OSAIC HOLDINGS, INC.	145,559145,559	$6M	—	TRIM -12%
24	Cadent Capital Advisors, LLC	135,887135,887	$5M	—	NEW
25	ALTFEST L J & CO INC	130,765130,765	$5M	—	NEW
26	Three Seasons Wealth, LLC	127,642127,642	$5M	—	TRIM -56%
27	Baker Avenue Asset Management, LP	127,068127,068	$5M	—	TRIM -7%
28	VestGen Advisors, LLC	111,587111,587	$5M	—	ADD 19%
29	JANE STREET GROUP, LLC	117,756117,756	$5M	—	NEW
30	PGIM Custom Harvest LLC	86,32586,325	$3M	—	—
31	TRUIST FINANCIAL CORP	82,69682,696	$3M	—	—
32	CROBAN	76,17876,178	$3M	—	—
33	JPMORGAN CHASE & CO	77,14177,141	$3M	—	ADD 25%
34	Empowered Funds, LLC	74,50774,507	$3M	—	NEW
35	CITADEL ADVISORS LLC	73,61373,613	$3M	—	ADD 417%
36	Destination Wealth Management	69,08869,088	$3M	—	TRIM -3%
37	Steward Partners Investment Advisory, LLC	62,45662,456	$2M	—	ADD 255%
38	SUSQUEHANNA INTERNATIONAL GROUP, LLP	59,10959,109	$2M	—	TRIM -44%
39	Financial Management Professionals, Inc.	57,42457,424	$2M	—	NEW
40	Sanctuary Advisors, LLC	55,83155,831	$2M	—	TRIM -9%
41	Wagner Wealth Management, Corp	54,37954,379	$2M	—	ADD 15%
42	Concurrent Investment Advisors, LLC	54,04854,048	$2M	—	ADD 2%
43	Cetera Investment Advisers	53,35853,358	$2M	—	TRIM -28%
44	CoreCap Advisors, LLC	52,29952,299	$2M	—	TRIM -67%
45	BANK OF MONTREAL /CAN/	45,24145,241	$2M	—	TRIM -22%
46	Balyasny Asset Management L.P.	45,20045,200	$2M	—	NEW
47	Merit Financial Group, LLC	44,10744,107	$2M	—	TRIM -20%
48	ST GERMAIN D J CO INC	43,62043,620	$2M	—	—
49	LEE JOHNSON CAPITAL MANAGEMENT, LLC	41,96841,968	$2M	—	NEW
50	Nikulski Financial, Inc.	41,91541,915	$2M	—	—
51	HighTower Advisors, LLC	39,59639,596	$2M	—	—
52	Rockefeller Capital Management L.P.	38,71238,712	$2M	—	ADD 63%
53	NBT BANK N A /NY	37,36737,367	$1M	—	—
54	Mariner, LLC	36,09236,092	$1M	—	TRIM -4%
55	Corient Private Wealth LLC	35,53135,531	$1M	—	TRIM -50%
56	STIFEL FINANCIAL CORP	33,13833,138	$1M	—	—
57	Lakeshore Capital Group, Inc.	30,60330,603	$1M	—	—
58	Quadrature Capital Ltd	28,78228,782	$1M	—	NEW
59	Kesler, Norman & Wride, LLC	28,05728,057	$1M	—	TRIM -21%
60	SHP Wealth Management	27,47027,470	$1M	—	ADD 35%
61	FLOW TRADERS U.S. LLC	27,36327,363	$1M	—	NEW
62	Koshinski Asset Management, Inc.	26,57826,578	$1M	—	—
63	CAPTRUST FINANCIAL ADVISORS	26,30726,307	$1M	—	NEW
64	WESPAC Advisors, LLC	26,10926,109	$1M	—	TRIM -60%
65	Buck Wealth Strategies, LLC	24,72024,720	$971,995	—	TRIM -10%
66	GeoWealth Management, LLC	24,54424,544	$965,070	—	NEW
67	HARMONY ASSET MANAGEMENT LLC	24,44224,442	$961,050	—	TRIM -11%
68	JONES FINANCIAL COMPANIES LLLP	24,31224,312	$959,584	—	ADD 33%
69	Rothschild Wealth LLC	23,44123,441	$921,714	—	NEW
70	Retirement Planning Group, LLC	22,84922,849	$898,423	—	ADD 8%
71	MML INVESTORS SERVICES, LLC	22,74822,748	$894,439	—	TRIM -9%
72	KKM Financial LLC	26,17126,171	$887,197	—	—
73	IMC-Chicago, LLC	22,13722,137	$870,427	—	NEW
74	COMMONWEALTH EQUITY SERVICES, LLC	21,22321,223	$834,500	—	TRIM -54%
75	Pathstone Holdings, LLC	20,76420,764	$816,440	—	—
76	APS Management Group, Inc.	20,73020,730	$815,108	—	TRIM -5%
77	Clear Creek Financial Management, LLC	19,61119,611	$771,105	—	TRIM -23%
78	Integrated Wealth Concepts LLC	19,40919,409	$763,160	—	NEW
79	Ausdal Financial Partners, Inc.	19,03819,038	$748,574	—	TRIM -3%
80	Avior Wealth Management, LLC	18,46618,466	$726,072	—	NEW
81	ENVESTNET ASSET MANAGEMENT INC	18,22618,226	$716,660	—	TRIM -74%
82	Lifestyle Asset Management, Inc.	18,11318,113	$712,203	—	TRIM -82%
83	Synergy Asset Management, LLC	17,36517,365	$682,792	—	ADD 187%
84	AMERIPRISE FINANCIAL INC	16,71216,712	$657,116	—	TRIM -4%
85	FIFTH THIRD BANCORP	15,96015,960	$627,547	—	NEW
86	Astoria Portfolio Advisors LLC.	15,14215,142	$627,333	—	TRIM -30%
87	Snowden Capital Advisors LLC	15,09415,094	$593,496	—	—
88	Private Advisor Group, LLC	14,57314,573	$573,014	—	TRIM -32%
89	CX Institutional	14,13014,130	$556,000	—	ADD 43%
90	Atria Investments, Inc	14,13714,137	$555,867	—	—
91	SHERMAN PORFOLIOS, LLC	13,83713,837	$544,059	—	TRIM -98%
92	Prospera Financial Services Inc	12,95312,953	$509,311	—	NEW
93	Stratos Investment Management, LLC	12,66212,662	$497,870	—	ADD 15%
94	Fisher Asset Management, LLC	12,02712,027	$472,901	—	NEW
95	Midwest Trust Co	11,67111,671	$458,904	—	—
96	Beacon Pointe Advisors, LLC	11,44711,447	$450,082	—	TRIM -6%
97	Sunbelt Securities, Inc.	10,91410,914	$429,128	—	ADD 1952%
98	Greenspring Advisors, LLC	10,86110,861	$427,055	—	—
99	Apollon Wealth Management, LLC	10,79810,798	$424,577	—	TRIM -33%
100	AE Wealth Management LLC	10,70310,703	$420,842	—	TRIM -94%

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

MORGAN STANLEY

1.7M

1.5M

1.8M

2.1M

2.0M

1.9M

$73M

BANK OF AMERICA CORP /DE/

345K

1.7M

1.4M

1.6M

1.4M

1.8M

$70M

LPL Financial LLC

441K

336K

426K

594K

608K

1.7M

$68M

WELLS FARGO & COMPANY/MN

258K

474K

193K

207K

217K

1.6M

$64M

PINKERTON WEALTH, LLC

441K

—

1.2M

1.3M

1.7M

$59M

CITIGROUP INC

1.6M

967K

868K

2.1M

1.2M

$48M

Advisory Services Network, LLC

123K

128K

140K

137K

142K

410K

$16M

Zurich Insurance Group Ltd/FI

—

350K

474K

405K

$16M

BNP PARIBAS FINANCIAL MARKETS

121K

319K

568K

851K

646K

394K

$16M

Independent Advisor Alliance

541K

—

372K

$15M

GOLDMAN SACHS GROUP INC

54K

268K

156K

265K

454K

369K

$15M

Cambridge Investment Research Advisors, Inc.

92K

183K

271K

594K

585K

342K

$13M

RAYMOND JAMES FINANCIAL INC

633K

371K

429K

394K

379K

333K

$13M

ADVISORTRUST PARTNERS, LLC

—

313K

$12M

Equitable Holdings, Inc.

—

68K

70K

290K

$11M

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	174	18,249,381	—	$708M
2025-Q4	169	16,974,571	—	$575M
2025-Q3	155	17,949,145	—	$579M
2025-Q2	152	14,566,463	—	$434M
2025-Q1	134	10,681,138	—	$292M
2024-Q4	153	15,739,888

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 IYZ · 2026-Q1 methodology → sources →

174 holders

% of shares outstanding held

—

Shares held (13F)

18,249,381

Reporting holders

174

Top holders

largest 100 of 174 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	1,863,3791.9M	$73M	—	TRIM -7%
2	BANK OF AMERICA CORP /DE/	1,786,4521.8M	$70M	—	ADD 26%
3	LPL Financial LLC	1,721,7361.7M	$68M	—	ADD 183%
4	WELLS FARGO & COMPANY/MN	1,635,7781.6M	$64M	—	ADD 652%
5	PINKERTON WEALTH, LLC	1,748,5791.7M	$59M	—	ADD 39%
6	CITIGROUP INC	1,216,3311.2M	$48M	—	TRIM -43%
7	Advisory Services Network, LLC	410,067410,067	$16M	—	ADD 189%
8	Zurich Insurance Group Ltd/FI	405,290405,290	$16M	—	TRIM -15%
9	BNP PARIBAS FINANCIAL MARKETS	394,409394,409	$16M	—	TRIM -39%
10	Independent Advisor Alliance	371,560371,560	$15M	—	NEW
11	GOLDMAN SACHS GROUP INC	369,328369,328	$15M	—	TRIM -19%
12	Cambridge Investment Research Advisors, Inc.	341,798341,798	$13M	—	TRIM -42%
13	RAYMOND JAMES FINANCIAL INC	333,470333,470	$13M	—	TRIM -12%
14	ADVISORTRUST PARTNERS, LLC	313,377313,377	$12M	—	NEW
15	Equitable Holdings, Inc.	289,800289,800	$11M	—	ADD 317%
16	Orion Porfolio Solutions, LLC	263,263263,263	$10M	—	TRIM -16%
17	ROYAL BANK OF CANADA	262,771262,771	$10M	—	TRIM -13%
18	WealthCare Asset Management, LLC	244,862244,862	$10M	—	—
19	RPS ADVISORY SOLUTIONS LLC	227,052227,052	$9M	—	TRIM -14%
20	Summit Financial Consulting LLC	222,519222,519	$9M	—	TRIM -3%
21	UBS Group AG	183,066183,066	$7M	—	TRIM -19%
22	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	163,500163,500	$6M	—	—
23	OSAIC HOLDINGS, INC.	145,559145,559	$6M	—	TRIM -12%
24	Cadent Capital Advisors, LLC	135,887135,887	$5M	—	NEW
25	ALTFEST L J & CO INC	130,765130,765	$5M	—	NEW
26	Three Seasons Wealth, LLC	127,642127,642	$5M	—	TRIM -56%
27	Baker Avenue Asset Management, LP	127,068127,068	$5M	—	TRIM -7%
28	VestGen Advisors, LLC	111,587111,587	$5M	—	ADD 19%
29	JANE STREET GROUP, LLC	117,756117,756	$5M	—	NEW
30	PGIM Custom Harvest LLC	86,32586,325	$3M	—	—
31	TRUIST FINANCIAL CORP	82,69682,696	$3M	—	—
32	CROBAN	76,17876,178	$3M	—	—
33	JPMORGAN CHASE & CO	77,14177,141	$3M	—	ADD 25%
34	Empowered Funds, LLC	74,50774,507	$3M	—	NEW
35	CITADEL ADVISORS LLC	73,61373,613	$3M	—	ADD 417%
36	Destination Wealth Management	69,08869,088	$3M	—	TRIM -3%
37	Steward Partners Investment Advisory, LLC	62,45662,456	$2M	—	ADD 255%
38	SUSQUEHANNA INTERNATIONAL GROUP, LLP	59,10959,109	$2M	—	TRIM -44%
39	Financial Management Professionals, Inc.	57,42457,424	$2M	—	NEW
40	Sanctuary Advisors, LLC	55,83155,831	$2M	—	TRIM -9%
41	Wagner Wealth Management, Corp	54,37954,379	$2M	—	ADD 15%
42	Concurrent Investment Advisors, LLC	54,04854,048	$2M	—	ADD 2%
43	Cetera Investment Advisers	53,35853,358	$2M	—	TRIM -28%
44	CoreCap Advisors, LLC	52,29952,299	$2M	—	TRIM -67%
45	BANK OF MONTREAL /CAN/	45,24145,241	$2M	—	TRIM -22%
46	Balyasny Asset Management L.P.	45,20045,200	$2M	—	NEW
47	Merit Financial Group, LLC	44,10744,107	$2M	—	TRIM -20%
48	ST GERMAIN D J CO INC	43,62043,620	$2M	—	—
49	LEE JOHNSON CAPITAL MANAGEMENT, LLC	41,96841,968	$2M	—	NEW
50	Nikulski Financial, Inc.	41,91541,915	$2M	—	—
51	HighTower Advisors, LLC	39,59639,596	$2M	—	—
52	Rockefeller Capital Management L.P.	38,71238,712	$2M	—	ADD 63%
53	NBT BANK N A /NY	37,36737,367	$1M	—	—
54	Mariner, LLC	36,09236,092	$1M	—	TRIM -4%
55	Corient Private Wealth LLC	35,53135,531	$1M	—	TRIM -50%
56	STIFEL FINANCIAL CORP	33,13833,138	$1M	—	—
57	Lakeshore Capital Group, Inc.	30,60330,603	$1M	—	—
58	Quadrature Capital Ltd	28,78228,782	$1M	—	NEW
59	Kesler, Norman & Wride, LLC	28,05728,057	$1M	—	TRIM -21%
60	SHP Wealth Management	27,47027,470	$1M	—	ADD 35%
61	FLOW TRADERS U.S. LLC	27,36327,363	$1M	—	NEW
62	Koshinski Asset Management, Inc.	26,57826,578	$1M	—	—
63	CAPTRUST FINANCIAL ADVISORS	26,30726,307	$1M	—	NEW
64	WESPAC Advisors, LLC	26,10926,109	$1M	—	TRIM -60%
65	Buck Wealth Strategies, LLC	24,72024,720	$971,995	—	TRIM -10%
66	GeoWealth Management, LLC	24,54424,544	$965,070	—	NEW
67	HARMONY ASSET MANAGEMENT LLC	24,44224,442	$961,050	—	TRIM -11%
68	JONES FINANCIAL COMPANIES LLLP	24,31224,312	$959,584	—	ADD 33%
69	Rothschild Wealth LLC	23,44123,441	$921,714	—	NEW
70	Retirement Planning Group, LLC	22,84922,849	$898,423	—	ADD 8%
71	MML INVESTORS SERVICES, LLC	22,74822,748	$894,439	—	TRIM -9%
72	KKM Financial LLC	26,17126,171	$887,197	—	—
73	IMC-Chicago, LLC	22,13722,137	$870,427	—	NEW
74	COMMONWEALTH EQUITY SERVICES, LLC	21,22321,223	$834,500	—	TRIM -54%
75	Pathstone Holdings, LLC	20,76420,764	$816,440	—	—
76	APS Management Group, Inc.	20,73020,730	$815,108	—	TRIM -5%
77	Clear Creek Financial Management, LLC	19,61119,611	$771,105	—	TRIM -23%
78	Integrated Wealth Concepts LLC	19,40919,409	$763,160	—	NEW
79	Ausdal Financial Partners, Inc.	19,03819,038	$748,574	—	TRIM -3%
80	Avior Wealth Management, LLC	18,46618,466	$726,072	—	NEW
81	ENVESTNET ASSET MANAGEMENT INC	18,22618,226	$716,660	—	TRIM -74%
82	Lifestyle Asset Management, Inc.	18,11318,113	$712,203	—	TRIM -82%
83	Synergy Asset Management, LLC	17,36517,365	$682,792	—	ADD 187%
84	AMERIPRISE FINANCIAL INC	16,71216,712	$657,116	—	TRIM -4%
85	FIFTH THIRD BANCORP	15,96015,960	$627,547	—	NEW
86	Astoria Portfolio Advisors LLC.	15,14215,142	$627,333	—	TRIM -30%
87	Snowden Capital Advisors LLC	15,09415,094	$593,496	—	—
88	Private Advisor Group, LLC	14,57314,573	$573,014	—	TRIM -32%
89	CX Institutional	14,13014,130	$556,000	—	ADD 43%
90	Atria Investments, Inc	14,13714,137	$555,867	—	—
91	SHERMAN PORFOLIOS, LLC	13,83713,837	$544,059	—	TRIM -98%
92	Prospera Financial Services Inc	12,95312,953	$509,311	—	NEW
93	Stratos Investment Management, LLC	12,66212,662	$497,870	—	ADD 15%
94	Fisher Asset Management, LLC	12,02712,027	$472,901	—	NEW
95	Midwest Trust Co	11,67111,671	$458,904	—	—
96	Beacon Pointe Advisors, LLC	11,44711,447	$450,082	—	TRIM -6%
97	Sunbelt Securities, Inc.	10,91410,914	$429,128	—	ADD 1952%
98	Greenspring Advisors, LLC	10,86110,861	$427,055	—	—
99	Apollon Wealth Management, LLC	10,79810,798	$424,577	—	TRIM -33%
100	AE Wealth Management LLC	10,70310,703	$420,842	—	TRIM -94%

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

MORGAN STANLEY

1.7M

1.5M

1.8M

2.1M

2.0M

1.9M

$73M

BANK OF AMERICA CORP /DE/

345K

1.7M

1.4M

1.6M

1.4M

1.8M

$70M

LPL Financial LLC

441K

336K

426K

594K

608K

1.7M

$68M

WELLS FARGO & COMPANY/MN

258K

474K

193K

207K

217K

1.6M

$64M

PINKERTON WEALTH, LLC

441K

—

1.2M

1.3M

1.7M

$59M

CITIGROUP INC

1.6M

967K

868K

2.1M

1.2M

$48M

Advisory Services Network, LLC

123K

128K

140K

137K

142K

410K

$16M

Zurich Insurance Group Ltd/FI

—

350K

474K

405K

$16M

BNP PARIBAS FINANCIAL MARKETS

121K

319K

568K

851K

646K

394K

$16M

Independent Advisor Alliance

541K

—

372K

$15M

GOLDMAN SACHS GROUP INC

54K

268K

156K

265K

454K

369K

$15M

Cambridge Investment Research Advisors, Inc.

92K

183K

271K

594K

585K

342K

$13M

RAYMOND JAMES FINANCIAL INC

633K

371K

429K

394K

379K

333K

$13M

ADVISORTRUST PARTNERS, LLC

—

313K

$12M

Equitable Holdings, Inc.

—

68K

70K

290K

$11M

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	174	18,249,381	—	$708M
2025-Q4	169	16,974,571	—	$575M
2025-Q3	155	17,949,145	—	$579M
2025-Q2	152	14,566,463	—	$434M
2025-Q1	134	10,681,138	—	$292M
2024-Q4	153	15,739,888

Short interest has its own tab now — open SI →

IYZ☆

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

Top holders

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

Institutional footprint by quarter

IYZ