Who owns IAPR
Which tracked institutional funds hold IAPR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IAPR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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
13 tracked funds added or opened IAPR while 9 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
IAPR’s largest tracked holder by dollar value, Composition Wealth, LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IAPR 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 108 tracked filers holding IAPR, 48 increased or opened the position and 38 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 IAPR 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 2
- US BANCORP \DE\$6M
- First Commonwealth Financial Corp /PA/$1M
Full exits 3
- Talon Private Wealth, LLC$2M
- CWM, LLC$2M
- HighTower Advisors, LLC$1M
Largest adds
- LPL Financial LLC$2M
- OSAIC HOLDINGS, INC.$1M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
- CORRADO ADVISORS, LLC$1M
- BIP Wealth, LLC$694K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$658K
Largest trims
- HFG Wealth Management, LLC$7M
- Americana Partners, LLC$3M
- Composition Wealth, LLC$1M
- OLD MISSION CAPITAL LLC$941K
- Kestra Advisory Services, LLC$599K
- Focus Partners Wealth$525K
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 |
|---|---|---|---|---|
| Composition Wealth, LLC trimmed | 437,156 | $15M | 11.0% | 2026-Q2 |
| PFS Partners, LLC trimmed | 281,188 | $9M | 7.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 255,992 | $9M | 6.4% | 2026-Q2 |
| HFG Wealth Management, LLC trimmed | 241,761 | $8M | 6.1% | 2026-Q2 |
| US BANCORP \DE\ new | 165,687 | $6M | 4.2% | 2026-Q2 |
| Cetera Investment Advisers added | 131,978 | $4M | 3.3% | 2026-Q2 |
| LPL Financial LLC added | 122,389 | $4M | 3.1% | 2026-Q2 |
| BIP Wealth, LLC added | 103,443 | $3M | 2.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 101,256 | $3M | 2.6% | 2026-Q2 |
| Tradition Wealth Management, LLC trimmed | 95,598 | $3M | 2.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 76,661 | $3M | 1.9% | 2026-Q2 |
| Focus Partners Wealth trimmed | 75,294 | $3M | 1.9% | 2026-Q2 |
| CORRADO ADVISORS, LLC added | 71,627 | $2M | 1.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 66,915 | $2M | 1.7% | 2026-Q2 |
| BFI Wealth Solutions, LLC trimmed | 66,710 | $2M | 1.7% | 2026-Q2 |
| Fragasso Financial Advisors Inc trimmed | 63,134 | $2M | 1.6% | 2026-Q2 |
| Chris Bulman Inc trimmed | 60,893 | $2M | 1.5% | 2026-Q2 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV added | 60,390 | $2M | 1.5% | 2026-Q2 |
| Brookstone Capital Management trimmed | 60,330 | $2M | 1.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 58,775 | $2M | 1.5% | 2026-Q2 |
| Signal Advisors Wealth, LLC trimmed | 58,470 | $2M | 1.5% | 2026-Q2 |
| WPWealth LLP trimmed | 49,263 | $2M | 1.2% | 2026-Q2 |
| Triad Wealth Partners, LLC trimmed | 48,710 | $2M | 1.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 47,703 | $2M | 1.2% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC added | 42,242 | $1M | 1.1% | 2026-Q2 |
| Berger Financial Group, Inc trimmed | 41,945 | $1M | 1.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC | 39,331 | $1M | 1.0% | 2026-Q2 |
| Cerity Partners LLC added | 38,214 | $1M | 1.0% | 2026-Q2 |
| IFP Advisors, Inc added | 36,965 | $1M | 0.9% | 2026-Q2 |
| First Commonwealth Financial Corp /PA/ added | 36,537 | $1M | 0.9% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 36,358 | $1M | 0.9% | 2026-Q2 |
| MAI Capital Management added | 33,254 | $1M | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 32,991 | $1M | 0.8% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 32,093 | $1M | 0.8% | 2026-Q2 |
| Creative Planning added | 30,857 | $1M | 0.8% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 28,740 | $954K | 0.7% | 2026-Q2 |
| ODonnell Financial Services, LLC | 28,482 | $946K | 0.7% | 2026-Q2 |
| World Investment Advisors trimmed | 26,695 | $886K | 0.7% | 2026-Q2 |
| Cardinal Point Capital Management ULC | 26,550 | $882K | 0.7% | 2026-Q2 |
| BCS Wealth Management added | 24,451 | $812K | 0.6% | 2026-Q2 |
| Americana Partners, LLC trimmed | 24,167 | $803K | 0.6% | 2026-Q2 |
| AdvisorNet Financial, Inc | 21,114 | $701K | 0.5% | 2026-Q2 |
| Opus Financial Solutions LLC trimmed | 19,095 | $634K | 0.5% | 2026-Q2 |
| Avantax Planning Partners, Inc. | 19,052 | $633K | 0.5% | 2026-Q2 |
| WEALTH ALLIANCE, LLC added | 18,660 | $620K | 0.5% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. added | 18,449 | $613K | 0.5% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 18,218 | $605K | 0.5% | 2026-Q2 |
| SIGNATUREFD, LLC | 18,204 | $605K | 0.5% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 16,825 | $559K | 0.4% | 2026-Q2 |
| Compass Advisory Group LLC | 16,369 | $544K | 0.4% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 16,101 | $535K | 0.4% | 2026-Q2 |
| Straight Path Wealth Management added | 15,800 | $525K | 0.4% | 2026-Q2 |
| Simplicity Wealth,LLC new | 14,688 | $488K | 0.4% | 2026-Q2 |
| Advus Financial Partners, LLC | 14,298 | $475K | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 14,126 | $469K | 0.4% | 2026-Q2 |
| Main Street Financial Solutions, LLC added | 13,425 | $446K | 0.3% | 2026-Q2 |
| Wealthspire Retirement, LLC trimmed | 13,404 | $445K | 0.3% | 2026-Q2 |
| Ausdal Financial Partners, Inc. | 13,259 | $440K | 0.3% | 2026-Q2 |
| Diligent Investors, LLC added | 13,083 | $434K | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 12,886 | $428K | 0.3% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 12,715 | $422K | 0.3% | 2026-Q2 |
| Financial Network Wealth Advisors LLC | 12,321 | $409K | 0.3% | 2026-Q2 |
| Atria Investments, Inc added | 12,054 | $400K | 0.3% | 2026-Q2 |
| Beacon Financial Advisory LLC | 11,968 | $397K | 0.3% | 2026-Q2 |
| Caliber Wealth Management, LLC / KS | 11,718 | $389K | 0.3% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 11,677 | $388K | 0.3% | 2026-Q2 |
| Vantage Point Financial LLC added | 11,636 | $386K | 0.3% | 2026-Q2 |
| PFG Advisors added | 10,774 | $358K | 0.3% | 2026-Q2 |
| Rothschild Wealth LLC | 10,523 | $349K | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 10,365 | $344K | 0.3% | 2026-Q2 |
| Navis Wealth Advisors, LLC added | 10,286 | $342K | 0.3% | 2026-Q2 |
| Compound Planning, Inc. | 9,966 | $331K | 0.3% | 2026-Q2 |
| Snowden Capital Advisors LLC | 9,865 | $328K | 0.2% | 2026-Q2 |
| Cypress Wealth Services, LLC new | 9,725 | $323K | 0.2% | 2026-Q2 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 9,596 | $319K | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 9,332 | $310K | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC new | 9,170 | $305K | 0.2% | 2026-Q2 |
| Ballast Rock Private Wealth LLC trimmed | 8,662 | $288K | 0.2% | 2026-Q2 |
| CRA Financial Services, LLC | 8,180 | $272K | 0.2% | 2026-Q2 |
| TrustBank | 7,871 | $261K | 0.2% | 2026-Q2 |
| Belpointe Asset Management LLC new | 7,610 | $253K | 0.2% | 2026-Q2 |
| Cornerstone Wealth, LLC/TN added | 7,365 | $246K | 0.2% | 2026-Q2 |
| SageView Advisory Group, LLC | 7,365 | $245K | 0.2% | 2026-Q2 |
| Collaborative Wealth Managment Inc. added | 7,313 | $243K | 0.2% | 2026-Q2 |
| Long Island Wealth Management, Inc. added | 7,116 | $236K | 0.2% | 2026-Q2 |
| RED CRANE WEALTH MANAGEMENT, LLC | 6,610 | $220K | 0.2% | 2026-Q2 |
| Helium Advisors LLC | 6,584 | $219K | 0.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC new | 6,234 | $207K | 0.2% | 2026-Q2 |
| Allworth Financial LP | 6,072 | $202K | 0.2% | 2026-Q2 |
| MORGAN STANLEY | 3,283 | $109K | 0.1% | 2026-Q2 |
| MATHER GROUP, LLC. new | 3,094 | $103K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 2,917 | $97K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 2,076 | $69K | 0.1% | 2026-Q2 |
| Noble Wealth Management PBC new | 1,175 | $39K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA | 900 | $30K | 0.0% | 2026-Q2 |
| FIRST FINANCIAL CORP /IN/ new | 728 | $24K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 682 | $23K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 500 | $17K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC trimmed | 400 | $13K | 0.0% | 2026-Q2 |
| Prairie Wealth Advisors, Inc. | 0 | $463K | 0.4% | 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.