Who owns IGBH
Which tracked institutional funds hold IGBH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IGBH company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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 IGBH is one-sided between 2026-Q1 and 2026-Q2: 13 added or opened and 3 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
IGBH’s largest tracked holder by dollar value, MORGAN STANLEY, 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 IGBH more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IGBH 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 47 tracked filers holding IGBH, 31 increased or opened the position and 19 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 IGBH 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 3
- QUANTUM FINANCIAL PARTNERS LLC$7M
- NorthCoast Asset Management LLC$6M
- COMMONWEALTH EQUITY SERVICES, LLC$4M
Full exits 2
- PARK AVENUE SECURITIES LLC$874K
- Cambridge Investment Research Advisors, Inc.$826K
Largest adds
- MORGAN STANLEY$7M
- TRUIST FINANCIAL CORP$4M
- BANK OF AMERICA CORP /DE/$2M
- INTEGRITY ALLIANCE, LLC.$968K
- Merit Financial Group, LLC$950K
- Equitable Holdings, Inc.$921K
Largest trims
- LPL Financial LLC$8M
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,189,923 | $29M | 24.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 291,175 | $7M | 5.9% | 2026-Q2 |
| QUANTUM FINANCIAL PARTNERS LLC new | 281,200 | $7M | 5.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 262,403 | $6M | 5.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 261,364 | $6M | 5.3% | 2026-Q2 |
| NorthCoast Asset Management LLC new | 259,244 | $6M | 5.3% | 2026-Q2 |
| Sound Income Strategies, LLC trimmed | 233,036 | $6M | 4.8% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 190,387 | $5M | 3.9% | 2026-Q2 |
| Merit Financial Group, LLC added | 175,271 | $4M | 3.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 159,501 | $4M | 3.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 157,880 | $4M | 3.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 121,141 | $3M | 2.5% | 2026-Q2 |
| Cetera Investment Advisers added | 75,368 | $2M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 69,709 | $2M | 1.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 66,467 | $2M | 1.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 66,437 | $2M | 1.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 59,791 | $1M | 1.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 43,835 | $1M | 0.9% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 38,042 | $937K | 0.8% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 33,173 | $815K | 0.7% | 2026-Q2 |
| Destination Wealth Management added | 31,185 | $767K | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 18,251 | $449K | 0.4% | 2026-Q2 |
| McNaughton Wealth Management, LLC new | 13,500 | $332K | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 12,820 | $315K | 0.3% | 2026-Q2 |
| Cresset Asset Management, LLC new | 10,229 | $251K | 0.2% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 10,069 | $244K | 0.2% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 10,069 | $244K | 0.2% | 2026-Q2 |
| Trilogy Capital Inc. | 9,207 | $226K | 0.2% | 2026-Q2 |
| Brand Asset Management Group, Inc. new | 8,392 | $206K | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 7,677 | $189K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA | 5,568 | $137K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO | 2,472 | $61K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 2,405 | $59K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,060 | $51K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC | 1,769 | $43K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 1,407 | $35K | 0.0% | 2026-Q2 |
| FMR LLC added | 906 | $22K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 770 | $19K | 0.0% | 2026-Q2 |
| Spire Wealth Management added | 377 | $9K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 308 | $8K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 294 | $7K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 293 | $7K | 0.0% | 2026-Q2 |
| MCGUIRE CAPITAL ADVISORS INC trimmed | 202 | $5K | 0.0% | 2026-Q2 |
| Key Capital Management, INC trimmed | 165 | $4K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 134 | $3K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. | 61 | $1K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 57 | $1K | 0.0% | 2026-Q2 |
| PARK AVENUE SECURITIES LLC trimmed | 36,141 | $874K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 34,153 | $826K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 12,520 | $303K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| PRINCIPAL SECURITIES, INC. added | 12,507 | $302K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Focus Partners Advisor Solutions, LLC added | 12,224 | $296K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Vista Cima Wealth Management LLC trimmed | 8,359 | $202K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Goodman Advisory Group, LLC trimmed | 6,031 | $146K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC new | 2,586 | $63K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC trimmed | 2,531 | $61K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| NATIONAL BANK OF CANADA /FI/ | 110 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Decker Retirement Planning Inc. new | 67 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| PMV Capital Advisers, LLC new | 10 | $252 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Comprehensive Wealth Management, LLC new | 217,354 | $5M | 4.4% | 2025-Q4 stale (2 quarters behind) |
| Yeomans Consulting Group, Inc. trimmed | 168,508 | $4M | 3.4% | 2025-Q4 stale (2 quarters behind) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 54,923 | $1M | 1.1% | 2025-Q4 stale (2 quarters behind) |
| Concurrent Investment Advisors, LLC new | 28,192 | $694K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC added | 20,572 | $507K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Strategic Wealth Partners, Ltd. | 151 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ASSETMARK, INC | 28 | $690 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG added | 1,048 | $26K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CWM, LLC | 53 | $1K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 90,990 | $2M | 1.8% | 2025-Q2 stale (4 quarters behind) |
| AMERIFLEX GROUP, INC. added | 6,525 | $156K | 0.1% | 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.