Security record
IYM
name pending profile ingest
56Tracked holders
+4Δ holders
2.53MShares held
$454.57MReported value
+8New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +7.7% ·
share flow -30.0% ·
net new positions +7.1%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 439.82K | +17.4% | $78.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 439.82K | +17.4% | $78.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 439.82K | +17.4% | $78.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 439.82K | +17.4% | $78.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 346.80K | +427.1% | $62.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 327.51K | +20.0% | $58.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 327.51K | +20.0% | $58.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 327.51K | +20.0% | $58.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 327.51K | +20.0% | $58.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 327.51K | +20.0% | $58.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | LPL Financial LLC | 238.06K | +39.8% | $42.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Assetmark, Inc | 152.87K | New | $27.45M | 0.0% | New | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 89.50K | -10.7% | $16.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 89.50K | -10.7% | $16.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 89.50K | -10.7% | $16.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 89.50K | -10.7% | $16.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Principal Financial Group Inc | 89.16K | +55.1% | $16.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 87.00K | +1060.7% | $15.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 86.06K | +267.5% | $15.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | UBS Group AG | 81.34K | +0.5% | $14.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | UBS Group AG | 81.34K | +0.5% | $14.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 78.71K | +3.4% | $14.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 62.41K | +119.0% | $11.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 62.41K | +119.0% | $11.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Bank Of Nova Scotia | 47.20K | -36.3% | $8.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Bank Of Nova Scotia | 47.20K | -36.3% | $8.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Sumitomo Mitsui Trust Group, Inc. | 37.06K | New | $6.65M | 0.0% | New | 1 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 35.35K | 0.0% | $6.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Royal Bank Of Canada | 35.03K | +4.0% | $6.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 35.03K | +4.0% | $6.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Royal Bank Of Canada | 35.03K | +4.0% | $6.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 35.03K | +4.0% | $6.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Raymond James Financial Inc | 26.11K | +4.6% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Raymond James Financial Inc | 26.11K | +4.6% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 24.83K | +114.2% | $4.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 24.00K | -39.7% | $4.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 24.00K | -39.7% | $4.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Commonwealth Equity Services, Llc | 23.66K | -9.8% | $4.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Envestnet Asset Management Inc | 23.63K | +180.8% | $4.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Mml Investors Services, Llc | 18.52K | -1.7% | $3.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Citadel Advisors ✦ | 17.84K | New | $3.20M | 0.0% | New | 1 | SEC ↗ |
| 42 | Focus Partners Wealth | 14.64K | +2.7% | $2.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 14.78K | -98.9% | $2.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 14.78K | -98.9% | $2.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 14.78K | -98.9% | $2.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 14.78K | -98.9% | $2.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 47 | HighTower Advisors, LLC | 14.15K | +3.7% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 9.10K | 0.0% | $1.63M | 0.0% | Held | 3 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 9.10K | 0.0% | $1.63M | 0.0% | Held | 3 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 9.10K | 0.0% | $1.63M | 0.0% | Held | 3 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 9.10K | 0.0% | $1.63M | 0.0% | Held | 3 | SEC ↗ |
| 52 | Hsbc Holdings Plc | 8.82K | New | $1.58M | 0.0% | New | 1 | SEC ↗ |
| 53 | Corient Private Wealth LP | 8.35K | -1.9% | $1.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Jones Financial Companies Lllp | 6.60K | +24.6% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Blair William & Co/Il | 5.19K | +17.3% | $932,043 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 4.83K | 0.0% | $868,028 | 0.0% | Held | 3 | SEC ↗ |
| 57 | Stifel Financial Corp | 4.62K | -33.9% | $828,889 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Stifel Financial Corp | 4.62K | -33.9% | $828,889 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Fidelity (FMR) ✦ | 4.51K | -0.3% | $810,470 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 60 | Wealth Enhancement Advisory… | 4.16K | -4.2% | $741,323 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Citigroup Inc | 3.67K | -2.5% | $658,662 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | D. E. Shaw & Co. ✦ | 3.39K | New | $608,427 | 0.0% | New | 1 | SEC ↗ |
| 63 | Point72 Asset Management ✦ | 3.35K | New | $600,707 | 0.0% | New | 1 | SEC ↗ |
| 64 | Mercer Global Advisors Inc /Adv | 3.25K | -17.6% | $582,895 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Franklin Resources Inc | 3.15K | -34.0% | $565,520 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Fifth Third Bancorp | 2.99K | +10.3% | $536,076 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Quantinno Capital Management LP | 2.80K | -21.1% | $502,165 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Tudor Investment Corp Et Al | 2.43K | New | $436,617 | 0.0% | New | 1 | SEC ↗ |
| 69 | Mariner, LLC | 2.37K | +1.5% | $425,483 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Captrust Financial Advisors | 2.33K | -14.8% | $417,592 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Tidal Investments LLC | 1.76K | +4.6% | $316,332 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Daiwa Securities Group Inc. | 1.75K | 0.0% | $314,178 | 0.0% | Held | 3 | SEC ↗ |
| 73 | Creative Planning | 1.67K | -1.9% | $299,643 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Baird Financial Group, Inc. | 1.41K | -1.8% | $252,778 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Jane Street Group, Llc | 1.31K | New | $235,005 | 0.0% | New | 1 | SEC ↗ |
| 76 | Jane Street Group, Llc | 1.31K | New | $235,005 | 0.0% | New | 1 | SEC ↗ |
| 77 | Us Bancorp \De\ | 1.20K | 0.0% | $215,256 | 0.0% | Held | 3 | SEC ↗ |
| 78 | BlackRock ✦ (passive) | 930 | +19.7% | $166,963 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 79 | BlackRock ✦ (passive) | 930 | +19.7% | $166,963 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 80 | Qube Research & Technologies Ltd | 81 | -88.9% | $14,542 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | UBS AM, a distinct business unit of… | 32 | -57.3% | $5,745 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Russell Investments Group, Ltd. | 7 | -74.1% | $1,257 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | TD Waterhouse Canada Inc. | 1 | 0.0% | $179 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Assetmark, Inc | $27.45M | 0.0% |
| Sumitomo Mitsui Trust Group… | $6.65M | 0.0% |
| Citadel Advisors | $3.20M | 0.0% |
| Hsbc Holdings Plc | $1.58M | 0.0% |
| D. E. Shaw & Co. | $608,427 | 0.0% |
| Point72 Asset Management | $600,707 | 0.0% |
| Tudor Investment Corp Et Al | $436,617 | 0.0% |
| Jane Street Group, Llc | $235,005 | 0.0% |
| Jane Street Group, Llc | $235,005 | 0.0% |
Exited
| Manufacturers Life Insurance… | $135.02M | was 0.1% |
| Millennium Management | $4.05M | was 0.0% |
| Marshall Wace | $3.27M | was 0.0% |
| Fisher Asset Management | $366,441 | 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: Q2 2026 ·
Methodology ·
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