Who owns IGE
Which tracked institutional funds hold IGE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IGE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 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 IGE is one-sided between 2026-Q1 and 2026-Q2: 16 added or opened and 49 trimmed or exited — on balance reducing.
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
IGE’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 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes IGE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IGE 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 161 tracked filers holding IGE, 81 increased or opened the position and 80 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 IGE 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 8
- TWO SIGMA INVESTMENTS, LP$14M
- Qube Research & Technologies Ltd$6M
- Chicago Wealth Management, Inc.$6M
- D. E. Shaw & Co., Inc.$1M
- Tower Research Capital LLC (TRC)$835K
- XTX Topco Ltd$782K
Full exits 21
- CWM, LLC$20M
- BNP PARIBAS FINANCIAL MARKETS$9M
- Norris Financial Group, LLC$9M
- Karpus Management, Inc.$8M
- MinichMacGregor Wealth Management, LLC$8M
- Monument Capital Management$5M
Largest adds
- AMERIPRISE FINANCIAL INC$12M
- GOLDMAN SACHS GROUP INC$3M
- JENNISON ASSOCIATES LLC$2M
- CITADEL ADVISORS LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- GFS Advisors, LLC$686K
Largest trims
- MORGAN STANLEY$25M
- BANK OF AMERICA CORP /DE/$18M
- UBS Group AG$6M
- CITIZENS & NORTHERN CORP$6M
- Steward Partners Investment Advisory, LLC$5M
- Beacon Pointe Advisors, LLC$4M
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 | 801,288 | $45M | 11.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 792,391 | $45M | 11.6% | 2026-Q2 |
| CITIZENS & NORTHERN CORP trimmed | 427,918 | $24M | 6.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 358,112 | $20M | 5.2% | 2026-Q2 |
| LPL Financial LLC added | 273,711 | $15M | 4.0% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 261,750 | $15M | 3.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 254,900 | $14M | 3.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 246,691 | $14M | 3.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 236,243 | $13M | 3.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 203,193 | $11M | 3.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 180,049 | $10M | 2.6% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 154,661 | $9M | 2.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 154,027 | $9M | 2.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 122,526 | $7M | 1.8% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 120,095 | $7M | 1.8% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 112,693 | $6M | 1.6% | 2026-Q2 |
| Chicago Wealth Management, Inc. new | 109,862 | $6M | 1.6% | 2026-Q2 |
| Pure Financial Advisors, LLC added | 105,750 | $6M | 1.5% | 2026-Q2 |
| Factor Wealth Management LTD added | 104,309 | $6M | 1.5% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 101,905 | $6M | 1.5% | 2026-Q2 |
| UBS Group AG trimmed | 88,043 | $5M | 1.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 73,035 | $4M | 1.1% | 2026-Q2 |
| Allianz Asset Management GmbH | 65,000 | $4M | 1.1% | 2026-Q2 |
| Courage Miller Partners, LLC added | 55,580 | $3M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 52,114 | $3M | 0.8% | 2026-Q2 |
| JENNISON ASSOCIATES LLC added | 51,365 | $3M | 0.8% | 2026-Q2 |
| Zeit Capital LLC added | 45,953 | $3M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 43,045 | $2M | 0.6% | 2026-Q2 |
| Sachetta, LLC trimmed | 38,087 | $2M | 0.6% | 2026-Q2 |
| Wealthcare Capital Partners, LLC added | 35,583 | $2M | 0.5% | 2026-Q2 |
| Windward Private Wealth Management Inc. trimmed | 35,116 | $2M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 34,452 | $2M | 0.5% | 2026-Q2 |
| GUIDANCE CAPITAL, INC added | 32,498 | $2M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 32,494 | $2M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 31,810 | $2M | 0.5% | 2026-Q2 |
| American Wealth Advisors, LLC trimmed | 31,803 | $2M | 0.5% | 2026-Q2 |
| Arkadios Wealth Advisors added | 31,478 | $2M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 31,147 | $2M | 0.5% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 29,879 | $2M | 0.4% | 2026-Q2 |
| ARKANSAS FINANCIAL GROUP, INC. added | 29,175 | $2M | 0.4% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 28,924 | $2M | 0.4% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 27,949 | $2M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 27,109 | $2M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 25,353 | $1M | 0.4% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 24,830 | $1M | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 24,590 | $1M | 0.4% | 2026-Q2 |
| Asset Management Group, Inc. trimmed | 24,003 | $1M | 0.4% | 2026-Q2 |
| Cooper Financial Group added | 22,598 | $1M | 0.3% | 2026-Q2 |
| ASSETMARK, INC trimmed | 22,582 | $1M | 0.3% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 22,159 | $1M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 19,771 | $1M | 0.3% | 2026-Q2 |
| Outlook Wealth Advisors, LLC added | 19,483 | $1M | 0.3% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 18,557 | $1M | 0.3% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 18,545 | $1M | 0.3% | 2026-Q2 |
| Family Investment Center, Inc. added | 18,137 | $1M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 17,780 | $999K | 0.3% | 2026-Q2 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 17,424 | $979K | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 17,410 | $978K | 0.3% | 2026-Q2 |
| Valmark Advisers, Inc. added | 15,943 | $896K | 0.2% | 2026-Q2 |
| Prime Buchholz LLC | 15,420 | $866K | 0.2% | 2026-Q2 |
| &PARTNERS added | 15,112 | $853K | 0.2% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 14,861 | $835K | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 14,857 | $835K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 14,322 | $805K | 0.2% | 2026-Q2 |
| XML Financial, LLC added | 14,105 | $792K | 0.2% | 2026-Q2 |
| XTX Topco Ltd new | 13,922 | $782K | 0.2% | 2026-Q2 |
| Nikulski Financial, Inc. new | 13,310 | $748K | 0.2% | 2026-Q2 |
| KKM Financial LLC added | 13,082 | $735K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 12,631 | $710K | 0.2% | 2026-Q2 |
| Westside Investment Management, Inc. | 11,805 | $663K | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 11,095 | $623K | 0.2% | 2026-Q2 |
| Kesler, Norman & Wride, LLC added | 10,967 | $616K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 10,658 | $599K | 0.2% | 2026-Q2 |
| COURIER CAPITAL LLC | 9,705 | $545K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 9,613 | $540K | 0.1% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC trimmed | 9,529 | $535K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC trimmed | 9,299 | $522K | 0.1% | 2026-Q2 |
| Creative Planning added | 9,067 | $509K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 9,059 | $517K | 0.1% | 2026-Q2 |
| Mezzasalma Advisors, LLC added | 8,885 | $499K | 0.1% | 2026-Q2 |
| Atria Investments, Inc new | 8,727 | $490K | 0.1% | 2026-Q2 |
| PFG Advisors added | 8,701 | $489K | 0.1% | 2026-Q2 |
| GFS Advisors, LLC trimmed | 8,588 | $2M | 0.5% | 2026-Q2 |
| WEALTHCARE CAPITAL MANAGEMENT LLC added | 8,471 | $476K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 8,296 | $466K | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC | 8,084 | $454K | 0.1% | 2026-Q2 |
| SeaCrest Wealth Management, LLC added | 8,020 | $451K | 0.1% | 2026-Q2 |
| Secure Asset Management, LLC new | 7,725 | $434K | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7,583 | $426K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 7,473 | $420K | 0.1% | 2026-Q2 |
| INTERACTIVE FINANCIAL ADVISORS, INC. added | 7,365 | $378K | 0.1% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 6,712 | $377K | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC new | 6,500 | $365K | 0.1% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. trimmed | 6,189 | $348K | 0.1% | 2026-Q2 |
| REGIONS FINANCIAL CORP | 6,089 | $342K | 0.1% | 2026-Q2 |
| FMR LLC added | 6,077 | $341K | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC added | 6,070 | $341K | 0.1% | 2026-Q2 |
| Rehmann Capital Advisory Group added | 5,749 | $323K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. new | 5,453 | $306K | 0.1% | 2026-Q2 |
| Barnes Wealth Management Group, Inc trimmed | 5,422 | $305K | 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.