Who owns IEI
Which tracked institutional funds hold IEI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IEI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 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
156 tracked funds added or opened IEI while 163 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
IEI’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.2pp gap the other way — the median holder sizes IEI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IEI 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 794 tracked filers holding IEI, 375 increased or opened the position and 412 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 IEI 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 24
- 3EDGE Asset Management, LP$29M
- NewEdge Advisors, LLC$19M
- Diversify Advisory Services, LLC$15M
- RENAISSANCE TECHNOLOGIES LLC$9M
- Global Retirement Partners, LLC$7M
- J.W. COLE ADVISORS, INC.$3M
Full exits 43
- Janney Montgomery Scott LLC$219M
- SNS Financial Group, LLC$73M
- University of Illinois Foundation$49M
- Silicon Valley Capital Partners$37M
- SkyView Investment Advisors, LLC$35M
- Cambridge Investment Research Advisors, Inc.$31M
Largest adds
- CITIGROUP INC$71M
- JPMORGAN CHASE & CO$69M
- ASSETMARK, INC$65M
- CAPTRUST FINANCIAL ADVISORS$61M
- FMR LLC$60M
- Sollinda Capital Management LLC$20M
Largest trims
- WIT, LLC$191M
- UBS Group AG$134M
- ENVESTNET ASSET MANAGEMENT INC$53M
- ARMSTRONG ADVISORY GROUP, INC$51M
- GOLDMAN SACHS GROUP INC$50M
- Clarity Financial LLC$46M
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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 19,507,348 | $2.3B | 17.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 9,202,507 | $1.1B | 8.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 6,837,882 | $803M | 6.0% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 4,330,638 | $509M | 3.8% | 2026-Q2 |
| Invesco Ltd. | 4,292,100 | $504M | 3.8% | 2026-Q2 |
| ASSETMARK, INC added | 3,939,898 | $463M | 3.5% | 2026-Q2 |
| FMR LLC added | 3,691,423 | $434M | 3.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 3,422,946 | $402M | 3.0% | 2026-Q2 |
| MORGAN STANLEY added | 3,020,689 | $355M | 2.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 2,885,340 | $339M | 2.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 2,616,581 | $307M | 2.3% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich added | 2,445,430 | $288M | 2.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,299,590 | $270M | 2.0% | 2026-Q2 |
| Mariner, LLC added | 2,161,388 | $254M | 1.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 2,147,348 | $252M | 1.9% | 2026-Q2 |
| Cerity Partners LLC trimmed | 1,959,885 | $230M | 1.7% | 2026-Q2 |
| UBS Group AG trimmed | 1,877,272 | $220M | 1.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 1,870,174 | $220M | 1.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,567,393 | $184M | 1.4% | 2026-Q2 |
| BlackRock, Inc. added | 1,521,468 | $179M | 1.3% | 2026-Q2 |
| Tanglewood Wealth Management, Inc. trimmed | 1,445,259 | $170M | 1.3% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 1,257,130 | $148M | 1.1% | 2026-Q2 |
| Facet Wealth, Inc. added | 1,212,867 | $142M | 1.1% | 2026-Q2 |
| Creative Planning trimmed | 1,147,868 | $135M | 1.0% | 2026-Q2 |
| WestEnd Advisors, LLC trimmed | 1,099,976 | $129M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,041,493 | $122M | 0.9% | 2026-Q2 |
| Focus Partners Wealth trimmed | 922,315 | $108M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 885,965 | $104M | 0.8% | 2026-Q2 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. added | 760,770 | $89M | 0.7% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 730,746 | $86M | 0.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 674,309 | $79M | 0.6% | 2026-Q2 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added | 667,283 | $78M | 0.6% | 2026-Q2 |
| Strategic Point Investment Advisors, LLC added | 667,170 | $78M | 0.6% | 2026-Q2 |
| WIT, LLC trimmed | 661,074 | $78M | 0.6% | 2026-Q2 |
| ARMSTRONG ADVISORY GROUP, INC trimmed | 657,428 | $77M | 0.6% | 2026-Q2 |
| CITIGROUP INC added | 650,548 | $76M | 0.6% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 634,648 | $75M | 0.6% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC added | 575,601 | $68M | 0.5% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 536,921 | $63M | 0.5% | 2026-Q2 |
| Clarity Financial LLC trimmed | 536,456 | $63M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 484,301 | $57M | 0.4% | 2026-Q2 |
| Waverly Advisors, LLC added | 468,365 | $55M | 0.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 442,453 | $52M | 0.4% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 436,836 | $51M | 0.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 425,319 | $50M | 0.4% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 411,681 | $48M | 0.4% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC trimmed | 394,622 | $46M | 0.3% | 2026-Q2 |
| NorthCoast Asset Management LLC trimmed | 386,170 | $45M | 0.3% | 2026-Q2 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO added | 378,065 | $44M | 0.3% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 364,950 | $43M | 0.3% | 2026-Q2 |
| Willis Johnson & Associates, Inc. added | 362,619 | $43M | 0.3% | 2026-Q2 |
| Curi Capital, LLC trimmed | 346,292 | $41M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 340,394 | $40M | 0.3% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 325,845 | $38M | 0.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 311,526 | $37M | 0.3% | 2026-Q2 |
| New Harbor Financial Group, LLC added | 294,999 | $35M | 0.3% | 2026-Q2 |
| Allianz Asset Management GmbH | 288,900 | $34M | 0.3% | 2026-Q2 |
| Banco Santander, S.A. added | 277,829 | $33M | 0.2% | 2026-Q2 |
| Sollinda Capital Management LLC added | 271,334 | $32M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 263,033 | $31M | 0.2% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. added | 259,736 | $31M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 258,429 | $30M | 0.2% | 2026-Q2 |
| MBL Wealth, LLC added | 252,032 | $30M | 0.2% | 2026-Q2 |
| ANCHOR CAPITAL ADVISORS LLC added | 252,001 | $30M | 0.2% | 2026-Q2 |
| DT Investment Partners, LLC added | 249,078 | $29M | 0.2% | 2026-Q2 |
| 3EDGE Asset Management, LP new | 244,355 | $29M | 0.2% | 2026-Q2 |
| DDFG, Inc trimmed | 236,514 | $28M | 0.2% | 2026-Q2 |
| Weaver Capital Management LLC | 231,359 | $27M | 0.2% | 2026-Q2 |
| Hoese & Co LLP added | 226,598 | $27M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 218,204 | $26M | 0.2% | 2026-Q2 |
| JMAC ENTERPRISES LLC added | 216,321 | $25M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 215,347 | $22M | 0.2% | 2026-Q2 |
| MAI Capital Management added | 211,581 | $25M | 0.2% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 204,268 | $24M | 0.2% | 2026-Q2 |
| Blueprint Investment Partners LLC trimmed | 203,485 | $24M | 0.2% | 2026-Q2 |
| Ridgepath Capital Management LLC added | 195,218 | $23M | 0.2% | 2026-Q2 |
| FIRST AMERICAN TRUST, FSB added | 193,857 | $23M | 0.2% | 2026-Q2 |
| Mirabaud & Cie SA trimmed | 188,424 | $22M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 183,643 | $22M | 0.2% | 2026-Q2 |
| CVS HEALTH Corp | 182,800 | $21M | 0.2% | 2026-Q2 |
| Independence Financial Advisors, LLC added | 175,850 | $21M | 0.2% | 2026-Q2 |
| Napier Financial, LLC added | 173,124 | $20M | 0.2% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 168,029 | $20M | 0.1% | 2026-Q2 |
| Haverford Trust Co added | 165,380 | $19M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 158,986 | $19M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 158,124 | $19M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 156,603 | $18M | 0.1% | 2026-Q2 |
| 1832 Asset Management L.P. added | 154,848 | $18M | 0.1% | 2026-Q2 |
| Canal Capital Management, LLC added | 151,453 | $18M | 0.1% | 2026-Q2 |
| ETF Portfolio Partners, Inc. added | 150,016 | $18M | 0.1% | 2026-Q2 |
| FORONJY FINANCIAL LLC added | 144,494 | $17M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 144,267 | $17M | 0.1% | 2026-Q2 |
| Blueprint Financial Advisors LLC trimmed | 142,864 | $17M | 0.1% | 2026-Q2 |
| Vectors Research Management, LLC added | 140,476 | $16M | 0.1% | 2026-Q2 |
| Global Trust Asset Management, LLC added | 140,020 | $16M | 0.1% | 2026-Q2 |
| Capital Investment Services of America, Inc. trimmed | 137,852 | $16M | 0.1% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI added | 137,479 | $16M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 135,764 | $16M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 134,277 | $16M | 0.1% | 2026-Q2 |
| Cascade Financial Partners, LLC added | 133,496 | $16M | 0.1% | 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.