Independent Investors Inc. ETF holdings
Nesconset, NY
Reported $5.6M in 9 ETFs in its Form 13F for June 30, 2026.
ETF value
$5.6M
ETFs held
9
Change from prior quarter
+13.3%
With price moves
ETFs as a share of its 13F
1.1%
of $523.6M
Top 9 of 9 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $1.6M | 2,106 | No change |
| SPY | State Street SPDR S&P 500 ETF Trust | $1.4M | 1,922 | −50 shares |
| JEPI | JPMorgan Equity Premium Income ETF | $805K | 14,251 | −960 shares |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | $517K | 8,410 | −710 shares |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | $329K | 2,800 | No change |
| QQQ | Invesco QQQ Trust | $282K | 383 | No change |
| VWO | Vanguard FTSE Emerging Markets ETF | $218K | 3,650 | New position |
| INDA | iShares MSCI India ETF | $208K | 4,210 | −410 shares |
| METV | Roundhill Ball Metaverse ETF | $185K | 10,000 | No change |
From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001121908. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Independent Investors Inc. own?
Independent Investors Inc. reported 9 ETF positions worth $5.6M in its Form 13F for June 30, 2026. The largest was IVV, at $1.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.