Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
The Sep 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out. Each fund's Change is measured against its own
previous reported quarter, shown in the Reported column. Pick a
completed quarter in the Quarter selector below to put every
fund on one quarter and see the stock-wide activity breakdown.
Holders:58
Total Value:$210,919,631
Total Shares:21,449,819
Institutional Ownership Trend
2 quarters
Holder Concentration
Across 56 13F filers
Top Holder
8.5%
of institutional value
Top 5
30.2%
of institutional value
Top 10
49.2%
of institutional value
HHI
361
Broadly held
Who Holds YICC
Last 2 quarters through Sep 30, 2026 (filing window open)
Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory
records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book.
The quarter selector does not change this card.
Jun 30, 2026, the newest closed quarter:
56 filers,
like-for-like change —.
Holder type
Share
Filers
Change
New
Exited
Registered adviser
72.8%
33
new
33
0
Exempt adviser
4.2%
1
new
1
0
Adviser
1.2%
2
new
2
0
Bank
2.8%
3
new
3
0
Insurer
0.5%
1
new
1
0
Non-US
11.9%
5
new
5
0
Unknown
6.7%
11
new
11
0
Style
Share
Filers
Change
New
Exited
Systematic-like
7.1%
4
new
4
0
Concentrated
11.8%
6
new
6
0
Diversified active
81.1%
46
new
46
0
Turnover
Share
Filers
Change
New
Exited
Low turnover
2.1%
3
new
3
0
Medium turnover
52.1%
20
new
20
0
High turnover
43.9%
31
new
31
0
Unknown
1.9%
2
new
2
0
Holding horizon
Share
Filers
Change
New
Exited
Short horizon
42.7%
25
new
25
0
Medium horizon
16.1%
7
new
7
0
Long horizon
21.6%
10
new
10
0
Unknown
19.7%
14
new
14
0
13F book size
Share
Filers
Change
New
Exited
Under $1B
18.6%
15
new
15
0
$1B to $10B
38.3%
23
new
23
0
$10B to $100B
35.8%
12
new
12
0
$100B or more
7.3%
6
new
6
0
Client base
Share
Filers
Change
New
Exited
Pooled investment vehicles
65.8%
27
new
27
0
Registered funds and BDCs
5.8%
4
new
4
0
Charitable organizations
0.2%
1
new
1
0
Other investment advisers
0.9%
1
new
1
0
Unknown
27.2%
23
new
23
0
Private funds
Share
Filers
Change
New
Exited
Hedge funds
66.9%
29
new
29
0
Private equity funds
3.8%
2
new
2
0
Other private funds
0.9%
1
new
1
0
Private funds, type not stated
4.2%
1
new
1
0
No private funds
1.1%
1
new
1
0
Unknown
23.0%
22
new
22
0
Location
Share
Filers
Change
New
Exited
United States
77.8%
43
new
43
0
Outside the US
22.2%
13
new
13
0
The Sep 30, 2026 filing window is still open, so its
bar carries the Jun 30, 2026 positions of filers that have not filed yet.
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out.
The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later
quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type
comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster
current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and
book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none
was. Actively managed books are those measured systematic-like, concentrated or diversified active.
Fund Ownership of YICC by Fund Type
Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026
Index funds and index ETFs hold 0.00% of shares outstanding.
Fund type
Of shares outstanding
Change
Shares
Funds
Index funds
0.00%
0.00 pp
0
0
Index ETFs
0.00%
0.00 pp
0
0
Active ETFs
0.03%
+0.03 pp
10,000
1
Active funds
1.69%
+1.69 pp
649,043
3
Unclassified
0.00%
0.00 pp
0
0
All registered funds
1.72%
+1.72 pp
659,043
4
How fund types are measured
Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share
positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or
before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have
no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their
advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.
