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-Q1 13F filings (latest filed 2026-05-18). 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 IFS while 23 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 gap the other way — the median holder sizes IFS more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 101 tracked filers holding IFS, 50 increased or opened the position and 50 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 IFS between the 2025-Q4 and 2026-Q1 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 8
- DISCOVERY CAPITAL MANAGEMENT, LLC / CT$53M
- Fourth Sail Capital LP$19M
- VANGUARD PORTFOLIO MANAGEMENT LLC$7M
- MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC$4M
- ENVESTNET ASSET MANAGEMENT INC$2M
- BARINGS LLC$1M
Full exits 10
- Banco BTG Pactual S.A.$3M
- Robeco Institutional Asset Management B.V.$2M
- Y-Intercept (Hong Kong) Ltd$2M
- Verition Fund Management LLC$2M
- WELLINGTON MANAGEMENT GROUP LLP$2M
- Helikon Investments Ltd$1M
Largest adds
- HSBC HOLDINGS PLC$19M
- BlackRock, Inc.$15M
- ACADIAN ASSET MANAGEMENT LLC$10M
- SCHRODER INVESTMENT MANAGEMENT GROUP$8M
- NWI MANAGEMENT LP$8M
- FRANKLIN RESOURCES INC$7M
Largest trims
- FIL Ltd$3M
- Point72 Asset Management, L.P.$3M
- MIRABELLA FINANCIAL SERVICES LLP$2M
- Jump Financial, LLC$2M
- GOLDMAN SACHS GROUP INC$2M
- JANE STREET GROUP, LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC trimmed | 1,810,103 | $91M | 9.9% | 2026-Q1 |
| BlackRock, Inc. added | 1,762,160 | $88M | 9.7% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 1,236,182 | $62M | 6.8% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 1,098,538 | $55M | 6.0% | 2026-Q1 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT added | 1,057,404 | $53M | 5.8% | 2026-Q1 |
| NWI MANAGEMENT LP | 1,022,210 | $51M | 5.6% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 800,166 | $40M | 4.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 662,075 | $33M | 3.6% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 572,228 | $28M | 3.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 539,045 | $27M | 3.0% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 516,784 | $26M | 2.8% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 465,726 | $23M | 2.6% | 2026-Q1 |
| GLOBEFLEX CAPITAL L P | 429,545 | $22M | 2.4% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 387,536 | $19M | 2.1% | 2026-Q1 |
| Fourth Sail Capital LP added | 369,900 | $19M | 2.0% | 2026-Q1 |
| MARSHALL WACE, LLP added | 360,087 | $18M | 2.0% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 333,230 | $17M | 1.8% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 322,878 | $16M | 1.8% | 2026-Q1 |
| STATE STREET CORP trimmed | 309,650 | $16M | 1.7% | 2026-Q1 |
| Driehaus Capital Management LLC trimmed | 297,428 | $15M | 1.6% | 2026-Q1 |
| LORD, ABBETT & CO. LLC trimmed | 294,610 | $15M | 1.6% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 213,350 | $11M | 1.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 171,339 | $9M | 0.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 129,699 | $7M | 0.7% | 2026-Q1 |
| FIL Ltd trimmed | 120,278 | $6M | 0.7% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 83,974 | $4M | 0.5% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 82,678 | $4M | 0.5% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey trimmed | 79,554 | $4M | 0.4% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 72,799 | $4M | 0.4% | 2026-Q1 |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC new | 72,384 | $4M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 72,158 | $4M | 0.4% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 67,684 | $3M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 65,978 | $3M | 0.4% | 2026-Q1 |
| PDT Partners, LLC trimmed | 64,451 | $3M | 0.4% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 63,026 | $3M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 62,809 | $3M | 0.3% | 2026-Q1 |
| Engineers Gate Manager LP added | 59,784 | $3M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 55,711 | $3M | 0.3% | 2026-Q1 |
| MIRABELLA FINANCIAL SERVICES LLP trimmed | 49,469 | $2M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 47,524 | $2M | 0.3% | 2026-Q1 |
| ARIEL INVESTMENTS, LLC added | 46,465 | $2M | 0.3% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 44,666 | $2M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 44,333 | $2M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 38,206 | $2M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 31,254 | $2M | 0.2% | 2026-Q1 |
| Voleon Capital Management LP trimmed | 29,667 | $1M | 0.2% | 2026-Q1 |
| Itau Unibanco Holding S.A. | 33,170 | $1M | 0.2% | 2026-Q1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 27,106 | $1M | 0.1% | 2026-Q1 |
| BARINGS LLC new | 26,880 | $1M | 0.1% | 2026-Q1 |
| Boston Partners added | 26,124 | $1M | 0.1% | 2026-Q1 |
| Nuveen, LLC | 25,222 | $1M | 0.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 24,355 | $1M | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 23,956 | $1M | 0.1% | 2026-Q1 |
| RENAISSANCE GROUP LLC trimmed | 23,270 | $1M | 0.1% | 2026-Q1 |
| Channing Global Advisors, LLC added | 22,125 | $1M | 0.1% | 2026-Q1 |
| UBS Group AG added | 21,681 | $1M | 0.1% | 2026-Q1 |
| Centiva Capital, LP added | 21,416 | $1M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 21,337 | $1M | 0.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 19,795 | $994K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 18,968 | $952K | 0.1% | 2026-Q1 |
| Legal & General Group Plc added | 18,855 | $947K | 0.1% | 2026-Q1 |
| DODGE & COX | 17,391 | $873K | 0.1% | 2026-Q1 |
| Tidal Investments LLC added | 16,726 | $840K | 0.1% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 16,552 | $831K | 0.1% | 2026-Q1 |
| Quantbot Technologies LP trimmed | 14,776 | $742K | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 13,962 | $701K | 0.1% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP trimmed | 12,895 | $647K | 0.1% | 2026-Q1 |
| SHEETS SMITH WEALTH MANAGEMENT trimmed | 10,744 | $539K | 0.1% | 2026-Q1 |
| Jump Financial, LLC trimmed | 9,836 | $494K | 0.1% | 2026-Q1 |
| Employees Retirement System of Texas | 9,761 | $490K | 0.1% | 2026-Q1 |
| &PARTNERS new | 8,123 | $408K | 0.0% | 2026-Q1 |
| Squarepoint Ops LLC added | 7,367 | $370K | 0.0% | 2026-Q1 |
| Vident Advisory, LLC new | 7,353 | $369K | 0.0% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 534,609 | $22M | 2.4% | 2025-Q3 stale |
| Sagil Capital LLP trimmed | 199,551 | $8M | 0.8% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC trimmed | 99,949 | $4M | 0.4% | 2025-Q3 stale |
| Banco BTG Pactual S.A. trimmed | 75,300 | $3M | 0.3% | 2025-Q4 stale |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 71,018 | $3M | 0.3% | 2025-Q2 stale |
| Robeco Institutional Asset Management B.V. | 52,914 | $2M | 0.2% | 2025-Q4 stale |
| Lingohr Asset Management GmbH added | 52,335 | $2M | 0.2% | 2025-Q3 stale |
| Y-Intercept (Hong Kong) Ltd added | 46,038 | $2M | 0.2% | 2025-Q4 stale |
| Verition Fund Management LLC added | 44,504 | $2M | 0.2% | 2025-Q4 stale |
| WELLINGTON MANAGEMENT GROUP LLP added | 43,521 | $2M | 0.2% | 2025-Q4 stale |
| State of New Jersey Common Pension Fund D added | 42,764 | $2M | 0.2% | 2025-Q2 stale |
| Helikon Investments Ltd trimmed | 31,223 | $1M | 0.1% | 2025-Q4 stale |
| Sheets Smith Investment Management added | 25,829 | $1M | 0.1% | 2025-Q3 stale |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 25,800 | $984K | 0.1% | 2025-Q2 stale |
| Nipun Capital, L.P. trimmed | 20,470 | $867K | 0.1% | 2025-Q4 stale |
| Point Nemo Capital, LLC new | 20,129 | $853K | 0.1% | 2025-Q4 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 20,880 | $842K | 0.1% | 2025-Q3 stale |
| Sanctuary Advisors, LLC new | 20,207 | $815K | 0.1% | 2025-Q3 stale |
| Allianz Asset Management GmbH added | 19,692 | $794K | 0.1% | 2025-Q3 stale |
| Provida Pension Fund Administrator trimmed | 17,856 | $756K | 0.1% | 2025-Q4 stale |
| Walleye Capital LLC new | 21,319 | $706K | 0.1% | 2025-Q1 stale |
| Precision Wealth Strategies, LLC new | 14,951 | $633K | 0.1% | 2025-Q4 stale |
| MAVERICK CAPITAL LTD | 15,402 | $587K | 0.1% | 2025-Q2 stale |
| VIRTUS ADVISERS, LLC | 14,400 | $581K | 0.1% | 2025-Q3 stale |
| Jain Global LLC new | 14,811 | $565K | 0.1% | 2025-Q2 stale |
| Quadrature Capital Ltd trimmed | 10,703 | $431K | 0.0% | 2025-Q3 stale |
| BENJAMIN EDWARDS INC trimmed | 9,786 | $415K | 0.0% | 2025-Q4 stale |
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.