Security record · archived quarter
IYZ
name pending profile ingest
46Tracked holders
+5Δ holders
11.04MShares held
$434.00MReported value
+9New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +12.2% ·
share flow +14.5% ·
net new positions +10.9%
— 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 | 47 | +2 | 15.29M | $646.91M | +8 | −6 |
| Q1 2026 | 46 | +5 | 11.04M | $434.00M | +9 | −4 |
| Q4 2025 | 41 | -3 | 9.64M | $326.69M | — | −3 |
| Q3 2025 | 9 | 0 | 2.99M | $96.33M | +1 | −1 |
| Q2 2025 | 6 | +2 | 509.34K | $15.17M | +2 | — |
| Q1 2025 | 2 | -2 | 214.46K | $5.87M | — | −2 |
| Q4 2024 | 4 | +2 | 188.40K | $5.05M | +2 | — |
| Q3 2024 | 2 | -2 | 62.76K | $1.59M | — | −2 |
| Q2 2024 | 4 | — | 365.72K | $7.94M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.86M | -7.3% | $73.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.86M | -7.3% | $73.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.86M | -7.3% | $73.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.86M | -7.3% | $73.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.86M | -7.3% | $73.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.79M | +25.5% | $70.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.79M | +25.5% | $70.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.79M | +25.5% | $70.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 1.79M | +25.5% | $70.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 1.72M | +183.3% | $67.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 1.64M | +652.5% | $64.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 1.64M | +652.5% | $64.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Citigroup Inc | 1.22M | -42.8% | $47.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bnp Paribas Financial Markets | 394.41K | -38.9% | $15.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 369.33K | -18.7% | $14.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 333.47K | -11.9% | $13.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 333.47K | -11.9% | $13.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 262.77K | -12.7% | $10.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 262.77K | -12.7% | $10.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 262.77K | -12.7% | $10.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 262.77K | -12.7% | $10.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | UBS Group AG | 183.07K | -18.6% | $7.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | UBS Group AG | 183.07K | -18.6% | $7.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | UBS Group AG | 183.07K | -18.6% | $7.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | UBS Group AG | 183.07K | -18.6% | $7.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Healthcare Of Ontario Pension Plan… | 163.50K | 0.0% | $6.43M | 0.0% | Held | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 145.56K | -12.1% | $5.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 145.56K | -12.1% | $5.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Jane Street Group, Llc | 117.76K | New | $4.63M | 0.0% | New | 1 | SEC ↗ |
| 30 | Truist Financial Corp | 82.70K | -1.5% | $3.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Truist Financial Corp | 82.70K | -1.5% | $3.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 77.14K | +25.1% | $2.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 77.14K | +25.1% | $2.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 77.14K | +25.1% | $2.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 77.14K | +25.1% | $2.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 73.61K | +416.6% | $2.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 59.11K | -44.0% | $2.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 59.11K | -44.0% | $2.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Cetera Investment Advisers | 53.36K | -28.1% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 45.24K | -22.1% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 45.24K | -22.1% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 45.24K | -22.1% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Balyasny Asset Management L.P. | 45.20K | New | $1.78M | 0.0% | New | 1 | SEC ↗ |
| 44 | HighTower Advisors, LLC | 39.60K | 0.0% | $1.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 38.71K | +62.8% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Mariner, LLC | 36.09K | -3.9% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Corient Private Wealth LP | 35.53K | -50.0% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Stifel Financial Corp | 33.14K | +1.7% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Captrust Financial Advisors | 26.31K | New | $1.03M | 0.0% | New | 1 | SEC ↗ |
| 50 | Jones Financial Companies Lllp | 24.31K | +33.0% | $959,584 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Mml Investors Services, Llc | 22.75K | -9.5% | $894,439 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | IMC-Chicago, LLC | 22.14K | New | $870,427 | 0.0% | New | 1 | SEC ↗ |
| 53 | Commonwealth Equity Services, Llc | 21.22K | -54.5% | $834,500 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Envestnet Asset Management Inc | 18.23K | -74.1% | $716,660 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Ameriprise Financial Inc | 16.71K | -3.9% | $657,116 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Fifth Third Bancorp | 15.96K | New | $627,547 | 0.0% | New | 1 | SEC ↗ |
| 57 | Fisher Asset Management ✦ | 12.03K | New | $472,901 | 0.0% | New | 1 | SEC ↗ |
| 58 | Northwestern Mutual Wealth… | 9.98K | +0.5% | $392,551 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Blair William & Co/Il | 8.76K | +0.3% | $344,284 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Quantinno Capital Management LP | 8.23K | New | $323,800 | 0.0% | New | 1 | SEC ↗ |
| 61 | Mirae Asset Global Investments Co.… | 4.00K | -16.7% | $157,280 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Fidelity (FMR) ✦ | 3.98K | +15.9% | $156,429 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 63 | Fidelity (FMR) ✦ | 3.98K | +15.9% | $156,429 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 64 | Simplex Trading, Llc | 3.29K | New | $129,166 | 0.0% | New | 1 | SEC ↗ |
| 65 | Cwm, Llc | 3.28K | +23.4% | $128,970 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | National Bank Of Canada /Fi/ | 2.45K | +38.4% | $96,334 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | BlackRock ✦ (passive) | 1.64K | 0.0% | $64,642 | 0.0% | Held | 4 | SEC ↗ |
| 68 | Pnc Financial Services Group, Inc. | 500 | 0.0% | $19,660 | 0.0% | Held | 2 | SEC ↗ |
| 69 | Pnc Financial Services Group, Inc. | 500 | 0.0% | $19,660 | 0.0% | Held | 2 | SEC ↗ |
| 70 | Assetmark, Inc | 115 | -72.1% | $4,522 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | UBS AM, a distinct business unit of… | 100 | New | $3,932 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $4.63M | 0.0% |
| Balyasny Asset Management L.P. | $1.78M | 0.0% |
| Captrust Financial Advisors | $1.03M | 0.0% |
| IMC-Chicago, LLC | $870,427 | 0.0% |
| Fifth Third Bancorp | $627,547 | 0.0% |
| Fisher Asset Management | $472,901 | 0.0% |
| Quantinno Capital Management… | $323,800 | 0.0% |
| Simplex Trading, Llc | $129,166 | 0.0% |
| UBS AM, a distinct business… | $3,932 | 0.0% |
Exited
| TD Waterhouse Canada Inc. | $2.61M | was 0.0% |
| Lido Advisors, LLC | $430,524 | was 0.0% |
| Qube Research & Technologies… | $228,317 | was 0.0% |
| 1832 Asset Management L.P. | $217,841 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 174 holders, 18.17M shares, $690.93M 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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