Position in IOT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,188,494
+$36,436 QoQ
Shares Held
36,648
+0.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#225
of 542 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Advisors Asset Management, Inc. holds $225,074,124 across 52 Software - Infrastructure names. IOT ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
277,185 | $103,395,548 | |
| 2 | PANW |
Palo Alto Networks Inc
|
119,088 | $40,611,389 | |
| 3 | ORCL |
Oracle Corp
|
94,883 | $13,905,103 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
109,024 | $12,719,830 | |
| 5 | XYZ |
Block, Inc.
|
147,959 | $11,244,884 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
58,440 | $11,149,475 | |
| 7 | AKAM |
Akamai Technologies Inc
|
37,663 | $4,452,143 | |
| 8 | NTAP |
NetApp, Inc.
|
28,173 | $4,360,053 |
All Filings in IOT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,188,494 | 36,648 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,152,058 | 36,354 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,154,429 | 32,565 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $589,630 | 15,829 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $275,516 | 6,926 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $115,833 | 3,022 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $116,695 | 2,671 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $141,280 | 2,936 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $107,064 | 3,177 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $122,666 | 3,246 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $99,005 | 2,966 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $82,033 | 3,254 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $103,386 | 3,731 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $63,064 | 3,198 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $34,008 | 2,736 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $27,833 | 2,306 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $15,939 | 1,427 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||