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-Q1 13F filings (latest filed 2026-05-20). 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 2025-Q4 and 2026-Q1: 66 added or opened and 11 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
IGE’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 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 2025-Q4 and 2026-Q1, across 172 tracked filers holding IGE, 93 increased or opened the position and 74 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 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 18
- Norris Financial Group, LLC$9M
- Karpus Management, Inc.$8M
- MinichMacGregor Wealth Management, LLC$8M
- Monument Capital Management$5M
- Allianz Asset Management GmbH$4M
- Redhawk Wealth Advisors, Inc.$2M
Full exits 5
- Biondo Investment Advisors, LLC$2M
- Balefire, LLC$764K
- COMERICA BANK$633K
- Algorithmic Investment Models, LLC$552K
- Tower Research Capital LLC (TRC)$514K
Largest adds
- BANK OF AMERICA CORP /DE/$38M
- MORGAN STANLEY$29M
- Wealthcare Advisory Partners LLC$8M
- UBS Group AG$7M
- CWM, LLC$6M
- WELLS FARGO & COMPANY/MN$6M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$74M
- ASSETMARK, INC$45M
- New England Private Wealth Advisors LLC$7M
- Beacon Pointe Advisors, LLC$2M
- Mariner, LLC$1M
- Ameritas Advisory Services, LLC$607K
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 | 1,111,269 | $70M | 13.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 998,585 | $63M | 12.2% | 2026-Q1 |
| CITIZENS & NORTHERN CORP trimmed | 469,769 | $30M | 5.7% | 2026-Q1 |
| CWM, LLC added | 317,295 | $20M | 3.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 272,059 | $17M | 3.3% | 2026-Q1 |
| LPL Financial LLC added | 271,770 | $17M | 3.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 266,792 | $17M | 3.3% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 230,064 | $14M | 2.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 217,897 | $14M | 2.7% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 195,538 | $12M | 2.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 193,886 | $12M | 2.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 173,706 | $11M | 2.1% | 2026-Q1 |
| UBS Group AG added | 168,545 | $11M | 2.1% | 2026-Q1 |
| Ameritas Investment Partners, Inc. trimmed | 152,298 | $10M | 1.9% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 150,200 | $9M | 1.8% | 2026-Q1 |
| Norris Financial Group, LLC added | 141,888 | $9M | 1.7% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 136,300 | $9M | 1.7% | 2026-Q1 |
| Karpus Management, Inc. new | 127,079 | $8M | 1.6% | 2026-Q1 |
| MinichMacGregor Wealth Management, LLC trimmed | 127,042 | $8M | 1.6% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 122,173 | $8M | 1.5% | 2026-Q1 |
| Pure Financial Advisors, LLC trimmed | 105,732 | $7M | 1.3% | 2026-Q1 |
| Factor Wealth Management LTD added | 96,957 | $6M | 1.2% | 2026-Q1 |
| Monument Capital Management new | 79,801 | $5M | 1.0% | 2026-Q1 |
| Allianz Asset Management GmbH added | 65,000 | $4M | 0.8% | 2026-Q1 |
| ASSETMARK, INC trimmed | 63,806 | $4M | 0.8% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 58,033 | $4M | 0.7% | 2026-Q1 |
| Midwest Professional Planners, LTD. trimmed | 57,384 | $4M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 56,698 | $4M | 0.7% | 2026-Q1 |
| Courage Miller Partners, LLC trimmed | 55,023 | $3M | 0.7% | 2026-Q1 |
| Zeit Capital LLC trimmed | 45,899 | $3M | 0.6% | 2026-Q1 |
| Sachetta, LLC trimmed | 39,650 | $2M | 0.5% | 2026-Q1 |
| IEQ CAPITAL, LLC trimmed | 36,186 | $2M | 0.4% | 2026-Q1 |
| Windward Private Wealth Management Inc. trimmed | 36,031 | $2M | 0.4% | 2026-Q1 |
| Wealthcare Capital Partners, LLC added | 34,417 | $2M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 34,205 | $2M | 0.4% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. new | 33,479 | $2M | 0.4% | 2026-Q1 |
| American Wealth Advisors, LLC trimmed | 31,990 | $2M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 31,203 | $2M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 30,421 | $2M | 0.4% | 2026-Q1 |
| Arkadios Wealth Advisors new | 30,354 | $2M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 30,084 | $2M | 0.4% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC trimmed | 29,875 | $2M | 0.4% | 2026-Q1 |
| Independent Advisor Alliance added | 29,504 | $2M | 0.4% | 2026-Q1 |
| GUIDANCE CAPITAL, INC added | 29,325 | $2M | 0.4% | 2026-Q1 |
| Parkside Financial Bank & Trust added | 28,714 | $2M | 0.4% | 2026-Q1 |
| ARKANSAS FINANCIAL GROUP, INC. trimmed | 28,859 | $2M | 0.3% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 28,290 | $2M | 0.3% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 27,916 | $2M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 27,793 | $2M | 0.3% | 2026-Q1 |
| Q3 Asset Management added | 27,653 | $2M | 0.3% | 2026-Q1 |
| Asset Management Group, Inc. added | 25,835 | $2M | 0.3% | 2026-Q1 |
| Sowa Financial Group, Inc. trimmed | 23,575 | $1M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 23,120 | $1M | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 23,096 | $1M | 0.3% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 22,463 | $1M | 0.3% | 2026-Q1 |
| Cooper Financial Group new | 22,075 | $1M | 0.3% | 2026-Q1 |
| GFS Advisors, LLC added | 41,405 | $1M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 21,705 | $1M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 20,716 | $1M | 0.3% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 19,260 | $1M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 18,559 | $1M | 0.2% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 18,370 | $1M | 0.2% | 2026-Q1 |
| Outlook Wealth Advisors, LLC added | 18,272 | $1M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 18,139 | $1M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 17,851 | $1M | 0.2% | 2026-Q1 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 17,636 | $1M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 17,414 | $1M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 16,661 | $1M | 0.2% | 2026-Q1 |
| Regal Investment Advisors LLC new | 16,635 | $1M | 0.2% | 2026-Q1 |
| Family Investment Center, Inc. new | 16,433 | $1M | 0.2% | 2026-Q1 |
| Valmark Advisers, Inc. trimmed | 15,940 | $1M | 0.2% | 2026-Q1 |
| HARMONY ASSET MANAGEMENT LLC new | 15,650 | $985K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 15,609 | $982K | 0.2% | 2026-Q1 |
| Prime Buchholz LLC trimmed | 15,420 | $971K | 0.2% | 2026-Q1 |
| HighPoint Advisor Group LLC trimmed | 15,210 | $957K | 0.2% | 2026-Q1 |
| &PARTNERS new | 14,510 | $913K | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 14,214 | $895K | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 13,969 | $879K | 0.2% | 2026-Q1 |
| XML Financial, LLC added | 13,370 | $842K | 0.2% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 13,353 | $840K | 0.2% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. added | 12,378 | $779K | 0.2% | 2026-Q1 |
| Westside Investment Management, Inc. added | 11,805 | $741K | 0.1% | 2026-Q1 |
| Focus Partners Wealth | 11,055 | $696K | 0.1% | 2026-Q1 |
| Kesler, Norman & Wride, LLC added | 10,951 | $689K | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 9,997 | $629K | 0.1% | 2026-Q1 |
| COURIER CAPITAL LLC | 9,705 | $611K | 0.1% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 9,637 | $607K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 9,266 | $583K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 9,224 | $581K | 0.1% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 8,872 | $558K | 0.1% | 2026-Q1 |
| Mezzasalma Advisors, LLC added | 8,840 | $556K | 0.1% | 2026-Q1 |
| Family Firm, Inc. added | 316,622 | $14M | 2.7% | 2025-Q2 stale |
| Biondo Investment Advisors, LLC added | 43,081 | $2M | 0.4% | 2025-Q4 stale |
| Caprock Group, LLC new | 42,421 | $2M | 0.4% | 2025-Q1 stale |
| CW Advisors, LLC trimmed | 33,684 | $2M | 0.3% | 2025-Q1 stale |
| Advisor Resource Council added | 29,142 | $1M | 0.3% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 22,682 | $1M | 0.2% | 2025-Q2 stale |
| Balefire, LLC added | 15,227 | $764K | 0.1% | 2025-Q4 stale |
| Csenge Advisory Group added | 14,937 | $638K | 0.1% | 2025-Q2 stale |
| COMERICA BANK | 12,604 | $633K | 0.1% | 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.