Security record · archived quarter
IYM
name pending profile ingest
53Tracked holders
+7Δ holders
3.76MShares held
$655.91MReported value
+9New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +15.2% ·
share flow +30.0% ·
net new positions +13.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 56 | +4 | 2.53M | $454.57M | +8 | −4 |
| Q1 2026 | 53 | +7 | 3.76M | $655.91M | +9 | −2 |
| Q4 2025 | 46 | 0 | 1.60M | $244.23M | +1 | −1 |
| Q3 2025 | 6 | 0 | 293.11K | $43.44M | — | — |
| Q2 2025 | 3 | -1 | 39.90K | $5.59M | — | −1 |
| Q1 2025 | 2 | +1 | 33.18K | $4.47M | +1 | — |
| Q4 2024 | 1 | 0 | 13.73K | $1.78M | — | — |
| Q3 2024 | 1 | -1 | 16.09K | $2.42M | — | −1 |
| Q2 2024 | 2 | — | 19.94K | $2.79M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 1.31M | +68742.8% | $224.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 1.31M | +68742.8% | $224.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 1.31M | +68742.8% | $224.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 1.31M | +68742.8% | $224.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 1.31M | +68742.8% | $224.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 1.31M | +68742.8% | $224.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 1.31M | +68742.8% | $224.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Manufacturers Life Insurance… | 767.52K | +64.2% | $135.02M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 374.72K | +176.5% | $65.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 374.72K | +176.5% | $65.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 374.72K | +176.5% | $65.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 374.72K | +176.5% | $65.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 272.93K | +5.3% | $48.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 272.93K | +5.3% | $48.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 272.93K | +5.3% | $48.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 272.93K | +5.3% | $48.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | LPL Financial LLC | 170.33K | +67.6% | $29.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 100.20K | +34.6% | $17.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 100.20K | +34.6% | $17.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 100.20K | +34.6% | $17.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS Group AG | 80.94K | +1.6% | $14.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | UBS Group AG | 80.94K | +1.6% | $14.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | UBS Group AG | 80.94K | +1.6% | $14.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 76.12K | +12.9% | $13.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Bank Of Nova Scotia | 74.11K | +191.8% | $13.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Bank Of Nova Scotia | 74.11K | +191.8% | $13.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Two Sigma Investments ✦ | 65.80K | New | $11.58M | 0.0% | New | 1 | SEC ↗ |
| 28 | Principal Financial Group Inc | 57.48K | New | $10.11M | 0.0% | New | 1 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 39.82K | +85.6% | $7.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 39.82K | +85.6% | $7.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 35.34K | -3.2% | $6.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 33.70K | -10.0% | $5.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Royal Bank Of Canada | 33.70K | -10.0% | $5.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Royal Bank Of Canada | 33.70K | -10.0% | $5.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Royal Bank Of Canada | 33.70K | -10.0% | $5.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 28.50K | +41.8% | $5.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 28.50K | +41.8% | $5.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Commonwealth Equity Services, Llc | 26.23K | -9.8% | $4.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Raymond James Financial Inc | 24.96K | +1.2% | $4.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Raymond James Financial Inc | 24.96K | +1.2% | $4.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Cetera Investment Advisers | 23.41K | +44.7% | $4.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Millennium Management ✦ | 23.02K | New | $4.05M | 0.0% | New | 1 | SEC ↗ |
| 43 | Mml Investors Services, Llc | 18.84K | -10.1% | $3.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Marshall Wace ✦ | 18.58K | New | $3.27M | 0.0% | New | 1 | SEC ↗ |
| 45 | Marshall Wace ✦ | 18.58K | New | $3.27M | 0.0% | New | 1 | SEC ↗ |
| 46 | Focus Partners Wealth | 14.25K | +3.9% | $2.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | HighTower Advisors, LLC | 13.65K | +884.9% | $2.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Rockefeller Capital Management L.P. | 11.59K | -0.1% | $2.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 9.10K | -1.0% | $1.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 9.10K | -1.0% | $1.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 9.10K | -1.0% | $1.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 9.10K | -1.0% | $1.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Corient Private Wealth LP | 8.52K | -74.1% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Envestnet Asset Management Inc | 8.42K | +23.9% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Ameriprise Financial Inc | 7.50K | +54.8% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Stifel Financial Corp | 6.99K | +78.8% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Stifel Financial Corp | 6.99K | +78.8% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Jones Financial Companies Lllp | 5.30K | +43.4% | $905,339 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Pnc Financial Services Group, Inc. | 4.83K | 0.0% | $850,573 | 0.0% | Held | 2 | SEC ↗ |
| 60 | Franklin Resources Inc | 4.77K | 0.0% | $839,138 | 0.0% | Held | 2 | SEC ↗ |
| 61 | Fidelity (FMR) ✦ | 4.53K | +21.3% | $796,749 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 62 | Blair William & Co/Il | 4.43K | +738.3% | $778,695 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Wealth Enhancement Advisory… | 4.34K | +8.6% | $776,410 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Mercer Global Advisors Inc /Adv | 3.94K | +76.6% | $693,228 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Citigroup Inc | 3.77K | -93.0% | $662,384 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Quantinno Capital Management LP | 3.54K | +69.8% | $623,402 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Captrust Financial Advisors | 2.73K | 0.0% | $480,377 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Fifth Third Bancorp | 2.71K | New | $476,039 | 0.0% | New | 1 | SEC ↗ |
| 69 | Mariner, LLC | 2.33K | -18.4% | $409,375 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Fisher Asset Management ✦ | 2.08K | New | $366,441 | 0.0% | New | 1 | SEC ↗ |
| 71 | Daiwa Securities Group Inc. | 1.75K | 0.0% | $307,860 | 0.0% | Held | 2 | SEC ↗ |
| 72 | Creative Planning | 1.70K | New | $299,231 | 0.0% | New | 1 | SEC ↗ |
| 73 | Tidal Investments LLC | 1.69K | New | $296,425 | 0.0% | New | 1 | SEC ↗ |
| 74 | Cwm, Llc | 1.64K | +8.3% | $287,981 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Baird Financial Group, Inc. | 1.43K | 0.0% | $252,269 | 0.0% | Held | 2 | SEC ↗ |
| 76 | Us Bancorp \De\ | 1.20K | 0.0% | $210,928 | 0.0% | Held | 2 | SEC ↗ |
| 77 | BlackRock ✦ (passive) | 777 | +25.3% | $136,690 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 78 | BlackRock ✦ (passive) | 777 | +25.3% | $136,690 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 79 | Qube Research & Technologies Ltd | 732 | +54.8% | $128,773 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | UBS AM, a distinct business unit of… | 75 | New | $13,194 | 0.0% | New | 1 | SEC ↗ |
| 81 | Russell Investments Group, Ltd. | 27 | 0.0% | $4,750 | 0.0% | Held | 2 | SEC ↗ |
| 82 | TD Waterhouse Canada Inc. | 1 | 0.0% | $178 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $11.58M | 0.0% |
| Principal Financial Group Inc | $10.11M | 0.0% |
| Millennium Management | $4.05M | 0.0% |
| Marshall Wace | $3.27M | 0.0% |
| Marshall Wace | $3.27M | 0.0% |
| Fifth Third Bancorp | $476,039 | 0.0% |
| Fisher Asset Management | $366,441 | 0.0% |
| Creative Planning | $299,231 | 0.0% |
| Tidal Investments LLC | $296,425 | 0.0% |
| UBS AM, a distinct business… | $13,194 | 0.0% |
Exited
| Point72 Asset Management | $835,849 | was 0.0% |
| Belvedere Trading LLC | $38,490 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 247 holders, 3.40M shares, $591.72M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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