Who owns IG
Which tracked institutional funds hold IG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
7 tracked funds added or opened IG while 3 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
IG’s largest tracked holder by dollar value, PRINCIPAL SECURITIES, INC., sizes it at 1.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IG 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 21 tracked filers holding IG, 14 increased or opened the position and 7 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 IG 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.
Full exits 2
- CITADEL ADVISORS LLC$1M
- JANE STREET GROUP, LLC$748K
Largest adds
- PRINCIPAL SECURITIES, INC.$33M
- ENVESTNET ASSET MANAGEMENT INC$33M
- Western Wealth Management, LLC$2M
- RAYMOND JAMES FINANCIAL INC$2M
- ROYAL BANK OF CANADA$868K
- Insight Wealth Partners, LLC$630K
Largest trims
- GOLDMAN SACHS GROUP INC$1M
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 |
|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. added | 6,438,151 | $133M | 41.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 6,322,167 | $131M | 40.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,029,202 | $21M | 6.6% | 2026-Q2 |
| Spartan Wealth Advisory Services LLC added | 524,830 | $11M | 3.4% | 2026-Q2 |
| Insight Wealth Partners, LLC added | 256,849 | $5M | 1.7% | 2026-Q2 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC added | 243,672 | $5M | 1.6% | 2026-Q2 |
| Western Wealth Management, LLC added | 218,599 | $5M | 1.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 117,967 | $2M | 0.8% | 2026-Q2 |
| Mariner, LLC | 96,224 | $2M | 0.6% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC | 47,103 | $972K | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 31,215 | $645K | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 15,629 | $323K | 0.1% | 2026-Q2 |
| AlphaCore Capital LLC | 11,762 | $243K | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 9,730 | $201K | 0.1% | 2026-Q2 |
| Smartleaf Asset Management LLC | 1,523 | $32K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 1,000 | $21K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 806 | $17K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 571 | $12K | 0.0% | 2026-Q2 |
| Pinnacle Bancorp, Inc. added | 257 | $5K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC trimmed | 78 | $2K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 0 | $8 | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 54,980 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 36,230 | $748K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC trimmed | 2,441 | $50K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| IFP Advisors, Inc new | 243 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors new | 25 | $515 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Capital Investment Advisory Services, LLC | 8 | $165 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BANK OF AMERICA CORP /DE/ added | 9,309 | $194K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG added | 919 | $19K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| AE Wealth Management LLC new | 3,870 | $82K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| HANTZ FINANCIAL SERVICES, INC. new | 1,000 | $21K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| OSAIC HOLDINGS, INC. | 919 | $19K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.