IYY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -14.3% ·
share flow -0.3% ·
net new positions -16.7%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 53 | 0 | 2.39M | $435.66M | +2 | −2 |
| Q1 2026 | 54 | +2 | 2.34M | $371.11M | +3 | −1 |
| Q4 2025 | 51 | 0 | 2.28M | $378.28M | — | — |
| Q3 2025 | 6 | -1 | 594.39K | $96.58M | — | −1 |
| Q2 2025 | 4 | 0 | 55.41K | $8.36M | — | — |
| Q1 2025 | 2 | 0 | 25.43K | $3.46M | — | — |
| Q4 2024 | 2 | +1 | 24.60K | $3.52M | +1 | — |
| Q3 2024 | 1 | 0 | 4.01K | $559,574 | +1 | −1 |
| Q2 2024 | 1 | — | 14.54K | $1.92M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 453.19K | — | $73.63M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 453.19K | — | $73.63M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 453.19K | — | $73.63M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 453.19K | — | $73.63M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 48.51K | — | $7.88M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 48.51K | — | $7.88M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 48.51K | — | $7.88M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 48.51K | — | $7.88M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 39.27K | — | $6.38M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 34.85K | +12.8% | $5.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 11.57K | +186.4% | $1.88M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 7.00K | -4.1% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $1.99M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 276 holders, 3.73M shares, $584.44M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.