Who owns IGEB (IGEB)
Which tracked institutional funds hold IGEB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IGEB company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
31 tracked funds added or opened IGEB while 55 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
IGEB’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes IGEB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IGEB 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 180 tracked filers holding IGEB, 96 increased or opened the position and 108 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 IGEB 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
- Equitable Holdings, Inc.$33M
- CITADEL ADVISORS LLC$6M
- INDEPENDENT FINANCIAL GROUP, LLC$3M
- LARCH CAPITAL PARTNERS LLC$3M
- EFG International AG$3M
- Helium Advisors LLC$1M
Full exits 16
- Diversify Advisory Services, LLC$5M
- Systelligence, LLC$4M
- PEAPACK GLADSTONE FINANCIAL CORP$4M
- ORG Partners LLC$3M
- Trivium Point Advisory, LLC$3M
- Ascent Group, LLC$2M
Largest adds
- MORGAN STANLEY$13M
- BlackRock, Inc.$6M
- BANK OF AMERICA CORP /DE/$5M
- DIVERSIFY WEALTH MANAGEMENT, LLC$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- DORVAL Corp$4M
Largest trims
- Janney Montgomery Scott LLC$23M
- ROYAL BANK OF CANADA$23M
- MML INVESTORS SERVICES, LLC$14M
- LPL Financial LLC$12M
- McGlone Suttner Wealth Management, Inc.$12M
- Geneos Wealth Management Inc.$10M
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC trimmed | 3,143,707 | $142M | 11.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 2,180,489 | $98M | 8.1% | 2026-Q1 |
| State of New Jersey Common Pension Fund D | 1,921,932 | $87M | 7.2% | 2026-Q1 |
| Betterment LLC added | 1,529,358 | $69M | 5.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,189,465 | $54M | 4.4% | 2026-Q1 |
| Stratos Investment Management, LLC added | 1,179,255 | $53M | 4.4% | 2026-Q1 |
| MORGAN STANLEY added | 1,074,882 | $48M | 4.0% | 2026-Q1 |
| CWM, LLC added | 791,337 | $36M | 2.9% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. trimmed | 782,966 | $35M | 2.9% | 2026-Q1 |
| Equitable Holdings, Inc. added | 729,956 | $33M | 2.8% | 2026-Q1 |
| BlackRock, Inc. added | 735,734 | $33M | 2.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 664,445 | $30M | 2.5% | 2026-Q1 |
| WALLER FINANCIAL PLANNING GROUP, INC added | 612,366 | $28M | 2.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 590,579 | $27M | 2.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 557,260 | $25M | 2.1% | 2026-Q1 |
| Merit Financial Group, LLC added | 525,643 | $24M | 2.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 486,928 | $22M | 1.8% | 2026-Q1 |
| Ameliora Wealth Management Ltd. trimmed | 424,623 | $19M | 1.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 414,272 | $19M | 1.5% | 2026-Q1 |
| DORVAL Corp added | 399,159 | $18M | 1.5% | 2026-Q1 |
| UBS Group AG trimmed | 396,123 | $18M | 1.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 341,493 | $15M | 1.3% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed | 327,825 | $15M | 1.2% | 2026-Q1 |
| BlueStem Wealth Partners, LLC added | 270,984 | $12M | 1.0% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 265,023 | $12M | 1.0% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 243,999 | $11M | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 226,061 | $10M | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 191,805 | $9M | 0.7% | 2026-Q1 |
| Breakwater Capital Group added | 176,984 | $8M | 0.7% | 2026-Q1 |
| NorthRock Partners, LLC trimmed | 175,208 | $8M | 0.7% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 175,037 | $8M | 0.7% | 2026-Q1 |
| ASSETMARK, INC added | 164,167 | $7M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 163,276 | $7M | 0.6% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 133,267 | $6M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 131,012 | $6M | 0.5% | 2026-Q1 |
| CPA Asset Management Group, LLC trimmed | 128,160 | $6M | 0.5% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 125,548 | $6M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 120,938 | $5M | 0.5% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 115,578 | $5M | 0.4% | 2026-Q1 |
| Hoese & Co LLP trimmed | 108,824 | $5M | 0.4% | 2026-Q1 |
| Kelly Financial Services LLC added | 90,342 | $4M | 0.3% | 2026-Q1 |
| Accel Wealth Management added | 89,157 | $4M | 0.3% | 2026-Q1 |
| Keystone Wealth Services, LLC added | 86,604 | $4M | 0.3% | 2026-Q1 |
| Daybright Advisory Services, Inc. added | 83,650 | $4M | 0.3% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 81,267 | $4M | 0.3% | 2026-Q1 |
| Lunt Capital Management, Inc. added | 77,873 | $4M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 72,949 | $3M | 0.3% | 2026-Q1 |
| Altus Wealth Management, LLC added | 69,944 | $3M | 0.3% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 67,370 | $3M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 67,304 | $3M | 0.3% | 2026-Q1 |
| LARCH CAPITAL PARTNERS LLC new | 63,720 | $3M | 0.2% | 2026-Q1 |
| EFG International AG new | 63,323 | $3M | 0.2% | 2026-Q1 |
| Fermata Advisors, LLC trimmed | 59,642 | $3M | 0.2% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 57,584 | $3M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 56,138 | $3M | 0.2% | 2026-Q1 |
| JB Capital LLC added | 55,842 | $3M | 0.2% | 2026-Q1 |
| FreeGulliver LLC added | 55,274 | $2M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 53,163 | $2M | 0.2% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 51,431 | $2M | 0.2% | 2026-Q1 |
| Shared Vision Wealth Group LLC trimmed | 47,666 | $2M | 0.2% | 2026-Q1 |
| EAGLE GLOBAL ADVISORS LLC trimmed | 46,030 | $2M | 0.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 44,455 | $2M | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 44,253 | $2M | 0.2% | 2026-Q1 |
| Dynasty Wealth Management, LLC trimmed | 40,593 | $2M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 40,370 | $2M | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 36,636 | $2M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 36,731 | $2M | 0.1% | 2026-Q1 |
| Sigma Planning Corp added | 36,469 | $2M | 0.1% | 2026-Q1 |
| Two West Capital Advisors LLC added | 34,553 | $2M | 0.1% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 32,956 | $1M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 32,536 | $1M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 32,295 | $1M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 31,631 | $1M | 0.1% | 2026-Q1 |
| Convergence Financial, LLC added | 31,575 | $1M | 0.1% | 2026-Q1 |
| McGlone Suttner Wealth Management, Inc. trimmed | 31,423 | $1M | 0.1% | 2026-Q1 |
| RFG Advisory, LLC added | 30,332 | $1M | 0.1% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 30,199 | $1M | 0.1% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 30,066 | $1M | 0.1% | 2026-Q1 |
| Wealth Management Associates, Inc. added | 27,045 | $1M | 0.1% | 2026-Q1 |
| Keebeck Wealth Management trimmed | 26,965 | $1M | 0.1% | 2026-Q1 |
| ShoreHaven Wealth Partners, LLC trimmed | 26,708 | $1M | 0.1% | 2026-Q1 |
| Helium Advisors LLC new | 26,123 | $1M | 0.1% | 2026-Q1 |
| Tidemark, LLC added | 25,700 | $1M | 0.1% | 2026-Q1 |
| Transamerica Financial Advisors, LLC trimmed | 25,068 | $1M | 0.1% | 2026-Q1 |
| World Investment Advisors added | 24,493 | $1M | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 24,240 | $1M | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 23,923 | $1M | 0.1% | 2026-Q1 |
| FORTE ASSET MANAGEMENT LLC added | 23,097 | $1M | 0.1% | 2026-Q1 |
| Diversify Advisory Services, LLC added | 118,345 | $5M | 0.4% | 2025-Q4 stale |
| Systelligence, LLC trimmed | 93,010 | $4M | 0.4% | 2025-Q4 stale |
| PEAPACK GLADSTONE FINANCIAL CORP added | 88,075 | $4M | 0.3% | 2025-Q4 stale |
| ORG Partners LLC trimmed | 72,962 | $3M | 0.3% | 2025-Q4 stale |
| Trivium Point Advisory, LLC trimmed | 72,793 | $3M | 0.3% | 2025-Q4 stale |
| Ascent Group, LLC added | 52,389 | $2M | 0.2% | 2025-Q4 stale |
| Traveka Wealth, LLC added | 47,728 | $2M | 0.2% | 2025-Q4 stale |
| SWMG, LLC added | 35,780 | $2M | 0.1% | 2025-Q4 stale |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 32,594 | $1M | 0.1% | 2025-Q2 stale |
| DOHJ, LLC trimmed | 23,453 | $1M | 0.1% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 22,389 | $1M | 0.1% | 2025-Q4 stale |
| Lion Street Advisors, LLC added | 18,694 | $1M | 0.1% | 2025-Q3 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.