Who owns IFRA
Which tracked institutional funds hold IFRA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IFRA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on IFRA is one-sided between 2026-Q1 and 2026-Q2: 85 added or opened and 23 trimmed or exited — on balance accumulating.
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
IFRA’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes IFRA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IFRA 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 414 tracked filers holding IFRA, 222 increased or opened the position and 156 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 IFRA 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 16
- Horizon Wealth Management, LLC$11M
- Viaable, LLC$7M
- Bouvel Investment Partners, LLC$7M
- PURSUE WEALTH PARTNERS LLC$3M
- American Trust$3M
- J. Team Financial, Inc.$2M
Full exits 14
- HighTower Advisors, LLC$10M
- Thrivent Financial for Lutherans$10M
- Cambridge Investment Research Advisors, Inc.$7M
- NATIXIS ADVISORS, LLC$4M
- Paller Financial Services Inc$3M
- CWM, LLC$3M
Largest adds
- JPMORGAN CHASE & CO$267M
- JONES FINANCIAL COMPANIES LLLP$19M
- MORGAN STANLEY$19M
- Mariner, LLC$12M
- OSAIC HOLDINGS, INC.$12M
- LPL Financial LLC$11M
Largest trims
- BANK OF AMERICA CORP /DE/$88M
- VAN ECK ASSOCIATES CORP$9M
- WELLS FARGO & COMPANY/MN$3M
- EverSource Wealth Advisors, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Avidian Wealth Enterprises, LLC$848K
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 7,437,638 | $469M | 22.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 4,312,232 | $273M | 13.2% | 2026-Q2 |
| MORGAN STANLEY added | 2,388,778 | $151M | 7.3% | 2026-Q2 |
| Wharton Business Group, LLC trimmed | 1,592,700 | $100M | 4.8% | 2026-Q2 |
| LPL Financial LLC added | 1,299,456 | $82M | 4.0% | 2026-Q2 |
| Mariner, LLC added | 1,151,243 | $73M | 3.5% | 2026-Q2 |
| Cetera Investment Advisers added | 1,079,225 | $68M | 3.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 883,253 | $56M | 2.7% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 813,282 | $51M | 2.5% | 2026-Q2 |
| Wellspring Financial Advisors, LLC added | 676,791 | $43M | 2.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 666,490 | $42M | 2.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 560,142 | $35M | 1.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 559,563 | $35M | 1.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 512,090 | $32M | 1.6% | 2026-Q2 |
| Creative Planning added | 438,490 | $28M | 1.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 416,743 | $26M | 1.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 400,703 | $25M | 1.2% | 2026-Q2 |
| UBS Group AG added | 391,455 | $25M | 1.2% | 2026-Q2 |
| Compound Planning, Inc. added | 377,211 | $24M | 1.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 369,010 | $23M | 1.1% | 2026-Q2 |
| Curi Capital, LLC trimmed | 354,087 | $22M | 1.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 329,900 | $21M | 1.0% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 310,377 | $20M | 0.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 302,932 | $19M | 0.9% | 2026-Q2 |
| SUMITOMO LIFE INSURANCE CO added | 294,600 | $19M | 0.9% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 253,930 | $16M | 0.8% | 2026-Q2 |
| TrustBank added | 216,341 | $14M | 0.7% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 205,700 | $13M | 0.6% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 191,398 | $12M | 0.6% | 2026-Q2 |
| Brio Consultants, LLC added | 188,776 | $12M | 0.6% | 2026-Q2 |
| Laurel Wealth Planning LLC trimmed | 181,129 | $11M | 0.6% | 2026-Q2 |
| Horizon Wealth Management, LLC new | 167,863 | $11M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 162,409 | $10M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 158,200 | $10M | 0.5% | 2026-Q2 |
| NorthCoast Asset Management LLC added | 138,609 | $9M | 0.4% | 2026-Q2 |
| Arax Advisory Partners added | 135,949 | $9M | 0.4% | 2026-Q2 |
| Haven Private, LLC added | 135,365 | $9M | 0.4% | 2026-Q2 |
| Viaable, LLC new | 120,532 | $7M | 0.4% | 2026-Q2 |
| Bouvel Investment Partners, LLC new | 105,486 | $7M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 99,054 | $6M | 0.3% | 2026-Q2 |
| Consilium Wealth Advisory, LLC added | 93,051 | $6M | 0.3% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 84,499 | $5M | 0.3% | 2026-Q2 |
| Eagle Strategies LLC added | 79,437 | $5M | 0.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 76,720 | $5M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 76,471 | $5M | 0.2% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 74,872 | $5M | 0.2% | 2026-Q2 |
| HOGE FINANCIAL SERVICES, LLC trimmed | 65,856 | $4M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 63,797 | $4M | 0.2% | 2026-Q2 |
| FORTE ASSET MANAGEMENT LLC added | 62,500 | $4M | 0.2% | 2026-Q2 |
| LANE BROTHERS & CO INC trimmed | 61,640 | $4M | 0.2% | 2026-Q2 |
| Silver Coast Investments LLC trimmed | 59,886 | $4M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 57,762 | $4M | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC added | 54,266 | $3M | 0.2% | 2026-Q2 |
| Patton Albertson Miller Group, LLC trimmed | 51,359 | $3M | 0.2% | 2026-Q2 |
| Dorsey & Whitney Trust CO LLC | 51,155 | $3M | 0.2% | 2026-Q2 |
| Forthright Family Wealth Advisory LLC added | 48,245 | $3M | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 45,071 | $3M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 45,023 | $3M | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC added | 43,895 | $3M | 0.1% | 2026-Q2 |
| CLIENT 1ST ADVISORY GROUP, LLC added | 42,545 | $3M | 0.1% | 2026-Q2 |
| PURSUE WEALTH PARTNERS LLC new | 41,115 | $3M | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 41,104 | $3M | 0.1% | 2026-Q2 |
| American Trust new | 40,575 | $3M | 0.1% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP added | 39,608 | $2M | 0.1% | 2026-Q2 |
| FMR LLC added | 39,565 | $2M | 0.1% | 2026-Q2 |
| BG Investment Services, LLC trimmed | 39,289 | $2M | 0.1% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI added | 38,828 | $2M | 0.1% | 2026-Q2 |
| STRATEGY ASSET MANAGERS LLC added | 38,118 | $2M | 0.1% | 2026-Q2 |
| J. Team Financial, Inc. new | 37,308 | $2M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 36,249 | $2M | 0.1% | 2026-Q2 |
| Urban Wealth Management, LLC added | 36,232 | $2M | 0.1% | 2026-Q2 |
| Aventus Investment Advisors, Inc. new | 36,050 | $2M | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 34,686 | $2M | 0.1% | 2026-Q2 |
| SILVERLAKE WEALTH MANAGEMENT LLC trimmed | 34,557 | $2M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 33,631 | $2M | 0.1% | 2026-Q2 |
| ARRIEN INVESTMENTS, INC. trimmed | 32,477 | $2M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 32,263 | $2M | 0.1% | 2026-Q2 |
| Financial Partners Group, Inc trimmed | 31,874 | $2M | 0.1% | 2026-Q2 |
| SIMON QUICK ADVISORS, LLC trimmed | 31,250 | $2M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 30,752 | $2M | 0.1% | 2026-Q2 |
| WARNER FINANCIAL, INC added | 30,403 | $2M | 0.1% | 2026-Q2 |
| HERBST GROUP, LLC added | 30,190 | $2M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 28,866 | $2M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 28,017 | $2M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 26,681 | $2M | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 26,605 | $2M | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 26,605 | $2M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 26,587 | $2M | 0.1% | 2026-Q2 |
| Wealthcare Capital Partners, LLC added | 26,128 | $2M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 25,916 | $2M | 0.1% | 2026-Q2 |
| LIBERTY WEALTH MANAGEMENT LLC | 24,380 | $1M | 0.1% | 2026-Q2 |
| Visionary Wealth Advisors added | 23,638 | $1M | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 22,829 | $1M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 22,817 | $1M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 22,697 | $1M | 0.1% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 22,312 | $1M | 0.1% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. added | 22,194 | $1M | 0.1% | 2026-Q2 |
| S&A Financial Services, Inc. added | 22,137 | $1M | 0.1% | 2026-Q2 |
| Alpha Financial Partners LLC trimmed | 21,639 | $1M | 0.1% | 2026-Q2 |
| Cascade Financial Partners, LLC trimmed | 21,359 | $1M | 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.