Who owns 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-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
41 tracked funds added or opened IGEB while 32 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
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 0.0pp 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 2026-Q1 and 2026-Q2, across 184 tracked filers holding IGEB, 114 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 IGEB 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 7
- Heck Capital Advisors, LLC$12M
- Systelligence, LLC$7M
- Diversify Advisory Services, LLC$7M
- Trivium Point Advisory, LLC$3M
- Advyzon Investment Management, LLC$1M
- NewEdge Advisors, LLC$1M
Full exits 10
- Betterment LLC$69M
- CWM, LLC$36M
- Cambridge Investment Research Advisors, Inc.$19M
- PARK AVENUE SECURITIES LLC$6M
- CITADEL ADVISORS LLC$6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$5M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$36M
- BANK OF AMERICA CORP /DE/$27M
- LPL Financial LLC$24M
- Cetera Investment Advisers$8M
- Kelly Financial Services LLC$7M
- Equitable Holdings, Inc.$5M
Largest trims
- AMERIPRISE FINANCIAL INC$12M
- Private Advisor Group, LLC$9M
- CPA Asset Management Group, LLC$5M
- CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$3M
- IFP Advisors, Inc$3M
- Daybright Advisory Services, Inc.$2M
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 3,942,341 | $178M | 15.0% | 2026-Q2 |
| LPL Financial LLC added | 2,714,334 | $122M | 10.4% | 2026-Q2 |
| State of New Jersey Common Pension Fund D | 1,921,932 | $87M | 7.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,775,613 | $80M | 6.8% | 2026-Q2 |
| Stratos Investment Management, LLC added | 1,224,464 | $55M | 4.7% | 2026-Q2 |
| MORGAN STANLEY added | 1,177,849 | $53M | 4.5% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 861,241 | $39M | 3.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 854,122 | $39M | 3.3% | 2026-Q2 |
| BlackRock, Inc. added | 743,163 | $34M | 2.8% | 2026-Q2 |
| Cetera Investment Advisers added | 674,762 | $30M | 2.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 645,097 | $29M | 2.5% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 640,961 | $29M | 2.4% | 2026-Q2 |
| WALLER FINANCIAL PLANNING GROUP, INC added | 624,286 | $28M | 2.4% | 2026-Q2 |
| Merit Financial Group, LLC added | 620,167 | $28M | 2.4% | 2026-Q2 |
| Ameliora Wealth Management Ltd. added | 429,861 | $19M | 1.6% | 2026-Q2 |
| UBS Group AG added | 429,772 | $19M | 1.6% | 2026-Q2 |
| DORVAL Corp added | 408,504 | $18M | 1.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 395,705 | $18M | 1.5% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 352,912 | $16M | 1.3% | 2026-Q2 |
| Heck Capital Advisors, LLC new | 269,354 | $12M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 259,326 | $12M | 1.0% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 258,003 | $12M | 1.0% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed | 255,722 | $12M | 1.0% | 2026-Q2 |
| Kelly Financial Services LLC added | 253,415 | $11M | 1.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 241,115 | $11M | 0.9% | 2026-Q2 |
| BlueStem Wealth Partners, LLC trimmed | 226,998 | $10M | 0.9% | 2026-Q2 |
| ASSETMARK, INC added | 209,120 | $9M | 0.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 167,474 | $8M | 0.6% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 166,579 | $8M | 0.6% | 2026-Q2 |
| Systelligence, LLC added | 158,594 | $7M | 0.6% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 153,630 | $7M | 0.6% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 153,618 | $7M | 0.6% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 153,618 | $7M | 0.6% | 2026-Q2 |
| Breakwater Capital Group trimmed | 135,818 | $6M | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 133,936 | $6M | 0.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 115,238 | $5M | 0.4% | 2026-Q2 |
| Hoese & Co LLP added | 109,648 | $5M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 92,269 | $4M | 0.4% | 2026-Q2 |
| Keystone Wealth Services, LLC added | 91,376 | $4M | 0.3% | 2026-Q2 |
| Accel Wealth Management trimmed | 88,009 | $4M | 0.3% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 84,783 | $4M | 0.3% | 2026-Q2 |
| Lunt Capital Management, Inc. added | 82,063 | $4M | 0.3% | 2026-Q2 |
| JB Capital LLC added | 78,514 | $4M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 73,457 | $3M | 0.3% | 2026-Q2 |
| Trivium Point Advisory, LLC trimmed | 70,182 | $3M | 0.3% | 2026-Q2 |
| Altus Wealth Management, LLC trimmed | 69,168 | $3M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 64,154 | $3M | 0.2% | 2026-Q2 |
| LARCH CAPITAL PARTNERS LLC | 63,720 | $3M | 0.2% | 2026-Q2 |
| Convergence Financial, LLC added | 60,768 | $3M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 58,233 | $3M | 0.2% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 53,365 | $2M | 0.2% | 2026-Q2 |
| FreeGulliver LLC trimmed | 51,784 | $2M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 46,504 | $2M | 0.2% | 2026-Q2 |
| Shared Vision Wealth Group LLC trimmed | 46,216 | $2M | 0.2% | 2026-Q2 |
| EAGLE GLOBAL ADVISORS LLC trimmed | 45,225 | $2M | 0.2% | 2026-Q2 |
| Fermata Advisors, LLC trimmed | 45,087 | $2M | 0.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. | 44,455 | $2M | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 43,496 | $2M | 0.2% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 42,428 | $2M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 41,073 | $2M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 36,993 | $2M | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 36,631 | $2M | 0.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 36,282 | $2M | 0.1% | 2026-Q2 |
| RFG Advisory, LLC added | 34,293 | $2M | 0.1% | 2026-Q2 |
| Daybright Advisory Services, Inc. trimmed | 33,556 | $1M | 0.1% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 33,171 | $1M | 0.1% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 31,016 | $1M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 29,605 | $1M | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC added | 29,133 | $1M | 0.1% | 2026-Q2 |
| Keebeck Wealth Management added | 29,035 | $1M | 0.1% | 2026-Q2 |
| Advyzon Investment Management, LLC new | 28,685 | $1M | 0.1% | 2026-Q2 |
| Two West Capital Advisors LLC trimmed | 28,237 | $1M | 0.1% | 2026-Q2 |
| ShoreHaven Wealth Partners, LLC added | 27,411 | $1M | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 27,331 | $1M | 0.1% | 2026-Q2 |
| Wealth Management Associates, Inc. added | 27,060 | $1M | 0.1% | 2026-Q2 |
| Transamerica Financial Advisors, LLC added | 26,717 | $1M | 0.1% | 2026-Q2 |
| FORTE ASSET MANAGEMENT LLC added | 24,440 | $1M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 24,203 | $1M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 23,187 | $1M | 0.1% | 2026-Q2 |
| Paller Financial Services Inc added | 22,255 | $1M | 0.1% | 2026-Q2 |
| World Investment Advisors trimmed | 22,231 | $1M | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 21,075 | $951K | 0.1% | 2026-Q2 |
| Invst, LLC added | 20,573 | $928K | 0.1% | 2026-Q2 |
| Tidemark, LLC trimmed | 20,540 | $927K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 20,255 | $914K | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 19,987 | $902K | 0.1% | 2026-Q2 |
| Cadia Private Client LLC added | 18,881 | $852K | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 17,951 | $810K | 0.1% | 2026-Q2 |
| HB Wealth Management, LLC trimmed | 17,864 | $806K | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 17,022 | $768K | 0.1% | 2026-Q2 |
| Icon Wealth Advisors, LLC trimmed | 16,889 | $762K | 0.1% | 2026-Q2 |
| Madson Wealth Advisors Inc added | 14,861 | $670K | 0.1% | 2026-Q2 |
| LOCKERMAN FINANCIAL GROUP, INC. added | 14,850 | $670K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 14,802 | $668K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 14,790 | $667K | 0.1% | 2026-Q2 |
| EFG International AG trimmed | 13,210 | $596K | 0.1% | 2026-Q2 |
| McGlone Suttner Wealth Management, Inc. trimmed | 13,008 | $587K | 0.0% | 2026-Q2 |
| 1620 INVESTMENT ADVISORS, INC. trimmed | 12,792 | $577K | 0.0% | 2026-Q2 |
| GeoWealth Management, LLC trimmed | 12,249 | $553K | 0.0% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC added | 12,175 | $549K | 0.0% | 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.