Who owns 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-Q2 13F filings (latest filed 2026-09-02). 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
44 tracked funds added or opened IAI while 27 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, Fisher Asset Management, LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 175 tracked filers holding IAI, 86 increased or opened the position and 82 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 2026-Q1 and 2026-Q2 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 10
- MEITAV INVESTMENT HOUSE LTD$77M
- Phoenix Financial Ltd.$48M
- Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$23M
- Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$9M
- Arete Wealth Advisors, LLC$3M
- Schuylkill Financial LLC$873K
Full exits 12
- Harel Insurance Investments & Financial Services Ltd.$297M
- HighTower Advisors, LLC$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$7M
- Janney Montgomery Scott LLC$4M
- CX Institutional$3M
- Cambridge Investment Research Advisors, Inc.$3M
Largest adds
- MML INVESTORS SERVICES, LLC$15M
- MORGAN STANLEY$8M
- GTS SECURITIES LLC$5M
- OSAIC HOLDINGS, INC.$5M
- CITADEL ADVISORS LLC$5M
- Quadrature Capital Ltd$5M
Largest trims
- AMERIPRISE FINANCIAL INC$17M
- BANK OF AMERICA CORP /DE/$6M
- TWO SIGMA INVESTMENTS, LP$5M
- Tower Research Capital LLC (TRC)$4M
- LPL Financial LLC$2M
- Baker Avenue Asset Management, LP$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Fisher Asset Management, LLC trimmed | 594,695 | $104M | 12.5% | 2026-Q2 |
| MEITAV INVESTMENT HOUSE LTD new | 439,719 | $77M | 9.3% | 2026-Q2 |
| MORGAN STANLEY added | 425,828 | $75M | 9.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 274,228 | $48M | 5.8% | 2026-Q2 |
| Phoenix Financial Ltd. new | 273,000 | $48M | 5.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 247,200 | $43M | 5.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 238,156 | $42M | 5.0% | 2026-Q2 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD new | 130,297 | $23M | 2.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 127,703 | $22M | 2.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 124,159 | $22M | 2.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 118,978 | $21M | 2.5% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 110,918 | $19M | 2.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 94,678 | $17M | 2.0% | 2026-Q2 |
| Equitable Holdings, Inc. added | 93,476 | $16M | 2.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 93,144 | $16M | 2.0% | 2026-Q2 |
| MinichMacGregor Wealth Management, LLC added | 75,770 | $13M | 1.6% | 2026-Q2 |
| UBS Group AG trimmed | 74,958 | $13M | 1.6% | 2026-Q2 |
| Prospera Financial Services Inc added | 70,074 | $12M | 1.5% | 2026-Q2 |
| Advisory Services Network, LLC added | 69,231 | $12M | 1.5% | 2026-Q2 |
| WESPAC Advisors SoCal, LLC trimmed | 58,167 | $10M | 1.2% | 2026-Q2 |
| Well Done, LLC added | 52,860 | $9M | 1.1% | 2026-Q2 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD new | 49,207 | $9M | 1.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 45,540 | $8M | 1.0% | 2026-Q2 |
| Prostatis Group LLC added | 43,658 | $8M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 40,081 | $7M | 0.8% | 2026-Q2 |
| Quadrature Capital Ltd added | 39,086 | $7M | 0.8% | 2026-Q2 |
| Cadent Capital Advisors, LLC trimmed | 37,859 | $7M | 0.8% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 35,389 | $6M | 0.7% | 2026-Q2 |
| GTS SECURITIES LLC added | 32,510 | $6M | 0.7% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 30,939 | $5M | 0.7% | 2026-Q2 |
| McGuire Investment Group, LLC trimmed | 30,849 | $5M | 0.6% | 2026-Q2 |
| Tudor Financial Inc. added | 27,877 | $3M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 27,157 | $5M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 26,639 | $5M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 23,536 | $4M | 0.5% | 2026-Q2 |
| COTTONWOOD CAPITAL ADVISORS, LLC added | 23,514 | $4M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 23,348 | $4M | 0.5% | 2026-Q2 |
| SFI Advisors, LLC trimmed | 22,270 | $4M | 0.5% | 2026-Q2 |
| Nan Shan Life Insurance Co., Ltd. | 20,580 | $4M | 0.4% | 2026-Q2 |
| ARS Investment Partners, LLC added | 20,334 | $4M | 0.4% | 2026-Q2 |
| 1 NORTH WEALTH SERVICES LLC added | 19,538 | $3M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 17,709 | $3M | 0.4% | 2026-Q2 |
| Arete Wealth Advisors, LLC trimmed | 16,248 | $3M | 0.3% | 2026-Q2 |
| HERITAGE OAK WEALTH ADVISORS LLC trimmed | 15,573 | $3M | 0.3% | 2026-Q2 |
| PCG Wealth Advisors, LLC added | 14,480 | $3M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 13,758 | $2M | 0.3% | 2026-Q2 |
| Game Plan Financial Advisors, LLC added | 13,468 | $3M | 0.4% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 12,362 | $2M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 10,875 | $2M | 0.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 10,534 | $2M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 10,072 | $2M | 0.2% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 9,641 | $2M | 0.2% | 2026-Q2 |
| MENORA MIVTACHIM HOLDINGS LTD. trimmed | 9,000 | $2M | 0.2% | 2026-Q2 |
| &PARTNERS trimmed | 8,436 | $1M | 0.2% | 2026-Q2 |
| Robinson Value Management, Ltd. trimmed | 7,652 | $1M | 0.2% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 7,473 | $1M | 0.2% | 2026-Q2 |
| Outlook Wealth Advisors, LLC added | 6,877 | $1M | 0.1% | 2026-Q2 |
| RHODES INVESTMENT ADVISORS INC /ADV added | 6,335 | $1M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 6,086 | $1M | 0.1% | 2026-Q2 |
| MUIRFIELD WEALTH ADVISORS LLC added | 6,053 | $1M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 6,047 | $1M | 0.1% | 2026-Q2 |
| Genesee Capital Advisors, LLC trimmed | 5,884 | $1M | 0.1% | 2026-Q2 |
| Global Financial Private Client, LLC added | 5,550 | $973K | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 5,528 | $969K | 0.1% | 2026-Q2 |
| WBI INVESTMENTS, LLC added | 5,361 | $940K | 0.1% | 2026-Q2 |
| Signature Equity Partners, LLC added | 5,269 | $924K | 0.1% | 2026-Q2 |
| Allworth Financial LP trimmed | 5,078 | $890K | 0.1% | 2026-Q2 |
| Schuylkill Financial LLC new | 4,979 | $873K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 4,753 | $833K | 0.1% | 2026-Q2 |
| ASSETMARK, INC added | 4,281 | $751K | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP new | 4,087 | $717K | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 4,065 | $713K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 4,029 | $706K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 3,998 | $701K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 3,972 | $696K | 0.1% | 2026-Q2 |
| SOUTHERN CAPITAL ADVISORS, LLC trimmed | 3,914 | $686K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 3,850 | $675K | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. trimmed | 3,808 | $668K | 0.1% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP new | 3,676 | $645K | 0.1% | 2026-Q2 |
| Signal Advisors Wealth, LLC trimmed | 3,637 | $638K | 0.1% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 3,205 | $562K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 3,128 | $548K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC added | 3,107 | $545K | 0.1% | 2026-Q2 |
| Maxele Advisors, LLC added | 3,081 | $540K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 3,063 | $537K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 3,032 | $532K | 0.1% | 2026-Q2 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | 3,000 | $526K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 2,922 | $512K | 0.1% | 2026-Q2 |
| SeaCrest Wealth Management, LLC trimmed | 2,581 | $453K | 0.1% | 2026-Q2 |
| Cassady Wealth & Retirement Planning, LLC | 2,498 | $438K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC | 2,457 | $431K | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 2,300 | $403K | 0.0% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 2,195 | $398K | 0.0% | 2026-Q2 |
| Glen Eagle Advisors, LLC | 2,125 | $373K | 0.0% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 2,120 | $372K | 0.0% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 2,102 | $369K | 0.0% | 2026-Q2 |
| AIMZ Investment Advisors, LLC | 2,040 | $358K | 0.0% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 2,006 | $352K | 0.0% | 2026-Q2 |
| Summit Financial, LLC trimmed | 1,995 | $350K | 0.0% | 2026-Q2 |
| Fortis Capital Advisors, LLC added | 1,984 | $348K | 0.0% | 2026-Q2 |
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.