Who Owns IYY
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in IYY.
Who crossed 5% of IYY →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Apella Capital, LLCDOW JONES US ETF84.2K shtrimmed | $15.9M |
| First Heartland Consultants, Inc.DOW JONES US ETF23.3K shtrimmed | $4.3M |
| Kaydan Wealth Management, Inc.DOW JONES US ETF9.3K shheld | $1.7M |
| Farther Finance Advisors, LLCETF8.9K shadded | $1.7M |
| Wedmont Private CapitalDOW JONES US ETF6.5K shadded | $1.2M |
| Ballew Advisors, IncDOW JONES US ETF3.3K shtrimmed | $615.6K |
| Galvin, Gaustad & Stein, LLCDOW JONES US ETF1.5K shadded | $279.1K |
| Grove Bank & TrustDOW JONES US ETF497 shheld | $92.1K |
| Bangor Savings BankDOW JONES US ETF472 shheld | $87.5K |
| GAMMA Investing LLCETF66 shheld | $12.2K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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