Who owns IFS
Which tracked institutional funds hold IFS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IFS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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
37 tracked funds added or opened IFS while 23 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
IFS’s largest tracked holder by dollar value, FMR 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 IFS 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 109 tracked filers holding IFS, 52 increased or opened the position and 61 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 IFS 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 9
- Hood River Capital Management LLC$9M
- VAN ECK ASSOCIATES CORP$8M
- Rokos Capital Management LLP$5M
- DIMENSIONAL FUND ADVISORS LP$2M
- Man Group plc$2M
- VICTORY CAPITAL MANAGEMENT INC$1M
Full exits 10
- ACADIAN ASSET MANAGEMENT LLC$55M
- DISCOVERY CAPITAL MANAGEMENT, LLC / CT$53M
- NWI MANAGEMENT LP$51M
- Fourth Sail Capital LP$19M
- LORD, ABBETT & CO. LLC$15M
- MIRABELLA FINANCIAL SERVICES LLP$2M
Largest adds
- LAZARD ASSET MANAGEMENT LLC$55M
- FMR LLC$41M
- MARSHALL WACE, LLP$38M
- SPX Gestao de Recursos Ltda$23M
- UBS Group AG$6M
- JANE STREET GROUP, LLC$5M
Largest trims
- MILLENNIUM MANAGEMENT LLC$29M
- AMERICAN CENTURY COMPANIES INC$8M
- BNP PARIBAS FINANCIAL MARKETS$5M
- FRANKLIN RESOURCES INC$4M
- HSBC HOLDINGS PLC$4M
- CITADEL ADVISORS LLC$3M
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 |
|---|---|---|---|---|
| FMR LLC added | 2,312,795 | $132M | 16.1% | 2026-Q2 |
| BlackRock, Inc. trimmed | 1,562,470 | $89M | 10.9% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 1,117,663 | $64M | 7.8% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 1,013,265 | $58M | 7.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 983,083 | $56M | 6.9% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 695,294 | $40M | 4.8% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 538,777 | $30M | 3.7% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 511,572 | $29M | 3.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 433,042 | $25M | 3.0% | 2026-Q2 |
| GLOBEFLEX CAPITAL L P trimmed | 408,951 | $23M | 2.8% | 2026-Q2 |
| SPX Gestao de Recursos Ltda added | 401,546 | $23M | 2.8% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 383,724 | $22M | 2.7% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 331,336 | $19M | 2.3% | 2026-Q2 |
| STATE STREET CORP trimmed | 301,661 | $17M | 2.1% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 272,741 | $16M | 1.9% | 2026-Q2 |
| Driehaus Capital Management LLC trimmed | 245,231 | $14M | 1.7% | 2026-Q2 |
| Hood River Capital Management LLC new | 154,961 | $9M | 1.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 146,390 | $8M | 1.0% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP new | 145,914 | $8M | 1.0% | 2026-Q2 |
| UBS Group AG added | 131,931 | $8M | 0.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 123,032 | $7M | 0.9% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 107,006 | $6M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 105,680 | $6M | 0.7% | 2026-Q2 |
| FIL Ltd trimmed | 88,471 | $5M | 0.6% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 83,956 | $5M | 0.6% | 2026-Q2 |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC added | 81,938 | $5M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 81,266 | $5M | 0.6% | 2026-Q2 |
| Rokos Capital Management LLP new | 80,623 | $5M | 0.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 80,252 | $5M | 0.6% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 79,554 | $5M | 0.6% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey trimmed | 73,914 | $4M | 0.5% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 70,877 | $4M | 0.5% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 70,302 | $4M | 0.5% | 2026-Q2 |
| Engineers Gate Manager LP added | 64,990 | $4M | 0.5% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 62,813 | $4M | 0.4% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 62,661 | $4M | 0.4% | 2026-Q2 |
| XTX Topco Ltd added | 59,732 | $3M | 0.4% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 54,043 | $3M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 53,790 | $3M | 0.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP new | 39,087 | $2M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 36,503 | $2M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 33,796 | $2M | 0.2% | 2026-Q2 |
| Boston Partners added | 32,187 | $2M | 0.2% | 2026-Q2 |
| Man Group plc new | 30,514 | $2M | 0.2% | 2026-Q2 |
| Channing Global Advisors, LLC added | 27,407 | $2M | 0.2% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 27,106 | $2M | 0.2% | 2026-Q2 |
| PDT Partners, LLC trimmed | 26,770 | $2M | 0.2% | 2026-Q2 |
| Voleon Capital Management LP trimmed | 26,244 | $1M | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 26,187 | $1M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC new | 25,243 | $1M | 0.2% | 2026-Q2 |
| PVG ASSET MANAGEMENT CORP | 24,752 | $1M | 0.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC | 24,355 | $1M | 0.2% | 2026-Q2 |
| RENAISSANCE GROUP LLC trimmed | 22,893 | $1M | 0.2% | 2026-Q2 |
| Nuveen, LLC trimmed | 22,179 | $1M | 0.2% | 2026-Q2 |
| Quadrature Capital Ltd added | 21,137 | $1M | 0.1% | 2026-Q2 |
| Nipun Capital, L.P. trimmed | 19,900 | $1M | 0.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC | 19,795 | $1M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 19,790 | $1M | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 19,348 | $1M | 0.1% | 2026-Q2 |
| Itau Unibanco Holding S.A. trimmed | 18,588 | $1M | 0.1% | 2026-Q2 |
| Legal & General Group Plc trimmed | 18,375 | $1M | 0.1% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 17,783 | $1M | 0.1% | 2026-Q2 |
| DODGE & COX | 17,391 | $991K | 0.1% | 2026-Q2 |
| Centiva Capital, LP trimmed | 17,102 | $974K | 0.1% | 2026-Q2 |
| Tidal Investments LLC added | 17,022 | $970K | 0.1% | 2026-Q2 |
| Quantbot Technologies LP added | 16,283 | $927K | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 14,789 | $842K | 0.1% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 12,933 | $737K | 0.1% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT | 10,744 | $612K | 0.1% | 2026-Q2 |
| WINTON GROUP Ltd new | 10,300 | $587K | 0.1% | 2026-Q2 |
| &PARTNERS added | 8,241 | $469K | 0.1% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 7,600 | $433K | 0.1% | 2026-Q2 |
| Entropy Technologies, LP new | 7,035 | $401K | 0.0% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 6,521 | $371K | 0.0% | 2026-Q2 |
| Jain Global LLC trimmed | 5,711 | $325K | 0.0% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD trimmed | 5,600 | $319K | 0.0% | 2026-Q2 |
| Atom Investors LP new | 4,661 | $265K | 0.0% | 2026-Q2 |
| BTG Pactual Asset Management US LLC new | 4,393 | $250K | 0.0% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 4,354 | $248K | 0.0% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd trimmed | 4,167 | $237K | 0.0% | 2026-Q2 |
| Quent Capital, LLC | 4,000 | $228K | 0.0% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 3,981 | $227K | 0.0% | 2026-Q2 |
| Vident Advisory, LLC trimmed | 3,955 | $225K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 3,807 | $217K | 0.0% | 2026-Q2 |
| Caprock Group, LLC new | 3,755 | $214K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 977 | $56K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. trimmed | 867 | $49K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 536 | $31K | 0.0% | 2026-Q2 |
| BARCLAYS PLC added | 460 | $26K | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd trimmed | 381 | $22K | 0.0% | 2026-Q2 |
| WealthCollab, LLC | 341 | $19K | 0.0% | 2026-Q2 |
| Elequin Capital, LP trimmed | 326 | $19K | 0.0% | 2026-Q2 |
| Acumen Wealth Advisors, LLC | 234 | $13K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 205 | $12K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 102 | $6K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 100 | $6K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 100 | $6K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. | 54 | $3K | 0.0% | 2026-Q2 |
| Cornerstone Planning Group LLC | 46 | $3K | 0.0% | 2026-Q2 |
| Dogwood Wealth Management LLC trimmed | 43 | $2K | 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.