Who owns IAI (IAI)
Which tracked institutional funds hold IAI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IAI company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
29 tracked funds added or opened IAI while 50 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IAI’s largest tracked holder by dollar value, Harel Insurance Investments & Financial Services Ltd., sizes it at 2.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 1.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IAI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 171 tracked filers holding IAI, 77 increased or opened the position and 104 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IAI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$7M
- Nan Shan Life Insurance Co., Ltd.$3M
- Quadrature Capital Ltd$2M
- VALICENTI ADVISORY SERVICES INC$2M
- MGO ONE SEVEN LLC$2M
- MENORA MIVTACHIM HOLDINGS LTD.$2M
Full exits 19
- Jump Financial, LLC$8M
- FOUNDERS FINANCIAL SECURITIES LLC$5M
- Mirae Asset Global Investments Co., Ltd.$5M
- FISCHER INVESTMENT STRATEGIES, LLC$4M
- Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$3M
- Arete Wealth Advisors, LLC$3M
Largest adds
- Harel Insurance Investments & Financial Services Ltd.$86M
- TWO SIGMA INVESTMENTS, LP$26M
- Equitable Holdings, Inc.$10M
- AMERIPRISE FINANCIAL INC$10M
- Tower Research Capital LLC (TRC)$4M
- CX Institutional$3M
Largest trims
- LPL Financial LLC$57M
- Chicago Wealth Management, Inc.$14M
- Fisher Asset Management, LLC$13M
- STIFEL FINANCIAL CORP$12M
- WELLS FARGO & COMPANY/MN$12M
- AlphaCore Capital LLC$10M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. added | 1,810,236 | $297M | 27.2% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 614,447 | $101M | 9.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 406,319 | $67M | 6.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 292,100 | $48M | 4.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 230,213 | $38M | 3.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 202,545 | $33M | 3.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 201,934 | $33M | 3.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 166,791 | $27M | 2.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 140,579 | $23M | 2.1% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 118,393 | $19M | 1.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 105,754 | $17M | 1.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 90,533 | $15M | 1.4% | 2026-Q1 |
| UBS Group AG trimmed | 85,067 | $14M | 1.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 82,973 | $14M | 1.3% | 2026-Q1 |
| MinichMacGregor Wealth Management, LLC added | 69,755 | $11M | 1.0% | 2026-Q1 |
| Prospera Financial Services Inc added | 69,694 | $11M | 1.0% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 64,606 | $11M | 1.0% | 2026-Q1 |
| WESPAC Advisors SoCal, LLC trimmed | 59,710 | $10M | 0.9% | 2026-Q1 |
| Well Done, LLC added | 49,730 | $8M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 48,017 | $8M | 0.7% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 43,079 | $7M | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 40,353 | $7M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 39,881 | $7M | 0.6% | 2026-Q1 |
| Cadent Capital Advisors, LLC added | 38,495 | $6M | 0.6% | 2026-Q1 |
| Prostatis Group LLC trimmed | 32,926 | $5M | 0.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 31,265 | $5M | 0.5% | 2026-Q1 |
| McGuire Investment Group, LLC trimmed | 31,045 | $5M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 27,175 | $4M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 26,979 | $4M | 0.4% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 26,586 | $4M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 23,872 | $4M | 0.4% | 2026-Q1 |
| SFI Advisors, LLC trimmed | 22,563 | $4M | 0.3% | 2026-Q1 |
| COTTONWOOD CAPITAL ADVISORS, LLC added | 21,939 | $4M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 21,810 | $4M | 0.3% | 2026-Q1 |
| CX Institutional added | 20,638 | $3M | 0.3% | 2026-Q1 |
| Nan Shan Life Insurance Co., Ltd. new | 20,580 | $3M | 0.3% | 2026-Q1 |
| ARS Investment Partners, LLC added | 20,164 | $3M | 0.3% | 2026-Q1 |
| Tudor Financial Inc. added | 26,761 | $3M | 0.3% | 2026-Q1 |
| 1 NORTH WEALTH SERVICES LLC trimmed | 18,544 | $3M | 0.3% | 2026-Q1 |
| HERITAGE OAK WEALTH ADVISORS LLC added | 16,031 | $3M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 16,001 | $3M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 15,436 | $3M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 15,897 | $3M | 0.2% | 2026-Q1 |
| Baker Avenue Asset Management, LP trimmed | 15,183 | $2M | 0.2% | 2026-Q1 |
| Quadrature Capital Ltd trimmed | 14,033 | $2M | 0.2% | 2026-Q1 |
| PCG Wealth Advisors, LLC added | 14,009 | $2M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 13,334 | $2M | 0.2% | 2026-Q1 |
| VALICENTI ADVISORY SERVICES INC new | 12,960 | $2M | 0.2% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 11,246 | $2M | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC new | 11,241 | $2M | 0.2% | 2026-Q1 |
| MENORA MIVTACHIM HOLDINGS LTD. added | 11,000 | $2M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 10,677 | $2M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 9,778 | $2M | 0.1% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 9,613 | $2M | 0.1% | 2026-Q1 |
| &PARTNERS trimmed | 8,525 | $1M | 0.1% | 2026-Q1 |
| Genesee Capital Advisors, LLC trimmed | 8,520 | $1M | 0.1% | 2026-Q1 |
| Robinson Value Management, Ltd. trimmed | 8,061 | $1M | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 8,044 | $1M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 7,367 | $1M | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 7,339 | $1M | 0.1% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 7,269 | $1M | 0.1% | 2026-Q1 |
| Jackson Wealth Management, LLC added | 6,565 | $1M | 0.1% | 2026-Q1 |
| Outlook Wealth Advisors, LLC trimmed | 5,959 | $978K | 0.1% | 2026-Q1 |
| RHODES INVESTMENT ADVISORS INC /ADV trimmed | 5,780 | $949K | 0.1% | 2026-Q1 |
| MUIRFIELD WEALTH ADVISORS LLC added | 5,668 | $931K | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 5,639 | $926K | 0.1% | 2026-Q1 |
| SPC Financial, Inc. added | 169,156 | $30M | 2.7% | 2025-Q3 stale |
| AFFINITY WEALTH MANAGEMENT LLC added | 206,352 | $29M | 2.6% | 2025-Q1 stale |
| POTOMAC FUND MANAGEMENT INC /ADV trimmed | 60,114 | $10M | 0.9% | 2025-Q2 stale |
| EWG Elevate Inc. trimmed | 59,352 | $8M | 0.8% | 2025-Q1 stale |
| Jump Financial, LLC new | 44,840 | $8M | 0.7% | 2025-Q4 stale |
| BNP PARIBAS FINANCIAL MARKETS new | 50,000 | $7M | 0.6% | 2025-Q1 stale |
| FOUNDERS FINANCIAL SECURITIES LLC added | 28,206 | $5M | 0.5% | 2025-Q4 stale |
| Horizon Wealth Management, LLC new | 27,724 | $5M | 0.4% | 2025-Q3 stale |
| Mirae Asset Global Investments Co., Ltd. trimmed | 25,223 | $5M | 0.4% | 2025-Q4 stale |
| FISCHER INVESTMENT STRATEGIES, LLC trimmed | 23,982 | $4M | 0.4% | 2025-Q4 stale |
| CASTLEARK MANAGEMENT LLC new | 19,520 | $3M | 0.3% | 2025-Q3 stale |
| Clark Capital Management Group, Inc. trimmed | 20,313 | $3M | 0.3% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 17,571 | $3M | 0.3% | 2025-Q2 stale |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) new | 16,500 | $3M | 0.3% | 2025-Q4 stale |
| Arete Wealth Advisors, LLC trimmed | 16,258 | $3M | 0.3% | 2025-Q4 stale |
| Great Diamond Partners, LLC added | 15,093 | $3M | 0.2% | 2025-Q4 stale |
| VestGen Advisors, LLC trimmed | 15,058 | $3M | 0.2% | 2025-Q4 stale |
| Guerra Advisors Inc new | 13,675 | $2M | 0.2% | 2025-Q3 stale |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC trimmed | 9,954 | $2M | 0.2% | 2025-Q4 stale |
| Belpointe Asset Management LLC added | 8,734 | $2M | 0.1% | 2025-Q4 stale |
| Csenge Advisory Group trimmed | 10,119 | $2M | 0.1% | 2025-Q2 stale |
| Wagner Wealth Management, Corp new | 8,596 | $2M | 0.1% | 2025-Q4 stale |
| One Capital Management, LLC new | 11,000 | $2M | 0.1% | 2025-Q1 stale |
| SYNOVUS FINANCIAL CORP added | 7,844 | $1M | 0.1% | 2025-Q3 stale |
| IFG Advisory, LLC added | 7,700 | $1M | 0.1% | 2025-Q4 stale |
| PRELUDE CAPITAL MANAGEMENT, LLC new | 9,767 | $1M | 0.1% | 2025-Q1 stale |
| SEAVIEW INVESTMENT MANAGERS LLC added | 9,061 | $1M | 0.1% | 2025-Q1 stale |
| Trivium Point Advisory, LLC trimmed | 6,525 | $1M | 0.1% | 2025-Q4 stale |
| AVALON CAPITAL MANAGEMENT trimmed | 7,752 | $1M | 0.1% | 2025-Q1 stale |
| Black Swift Group, LLC new | 7,695 | $1M | 0.1% | 2025-Q1 stale |
| ALTFEST L J & CO INC trimmed | 7,533 | $1M | 0.1% | 2025-Q1 stale |
| Lifetime Wealth Management P.C. new | 60 | $1M | 0.1% | 2025-Q4 stale |
| Hudson Value Partners, LLC added | 5,416 | $972K | 0.1% | 2025-Q4 stale |
| Brendel Financial Advisors LLC new | 5,308 | $939K | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.