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Institutional Ownership · SEC Form 13F

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.

180
Institutional holders
26,851,480
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
ENVESTNET ASSET MANAGEMENT INC trimmed3,143,707$142M11.7%2026-Q1
LPL Financial LLC trimmed2,180,489$98M8.1%2026-Q1
State of New Jersey Common Pension Fund D1,921,932$87M7.2%2026-Q1
Betterment LLC added1,529,358$69M5.7%2026-Q1
BANK OF AMERICA CORP /DE/ added1,189,465$54M4.4%2026-Q1
Stratos Investment Management, LLC added1,179,255$53M4.4%2026-Q1
MORGAN STANLEY added1,074,882$48M4.0%2026-Q1
CWM, LLC added791,337$36M2.9%2026-Q1
Hennion & Walsh Asset Management, Inc. trimmed782,966$35M2.9%2026-Q1
Equitable Holdings, Inc. added729,956$33M2.8%2026-Q1
BlackRock, Inc. added735,734$33M2.7%2026-Q1
AMERIPRISE FINANCIAL INC trimmed664,445$30M2.5%2026-Q1
WALLER FINANCIAL PLANNING GROUP, INC added612,366$28M2.3%2026-Q1
OneDigital Investment Advisors LLC trimmed590,579$27M2.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed557,260$25M2.1%2026-Q1
Merit Financial Group, LLC added525,643$24M2.0%2026-Q1
Cetera Investment Advisers trimmed486,928$22M1.8%2026-Q1
Ameliora Wealth Management Ltd. trimmed424,623$19M1.6%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed414,272$19M1.5%2026-Q1
DORVAL Corp added399,159$18M1.5%2026-Q1
UBS Group AG trimmed396,123$18M1.5%2026-Q1
Private Advisor Group, LLC added341,493$15M1.3%2026-Q1
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed327,825$15M1.2%2026-Q1
BlueStem Wealth Partners, LLC added270,984$12M1.0%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed265,023$12M1.0%2026-Q1
Envestnet Portfolio Solutions, Inc. added243,999$11M0.9%2026-Q1
JPMORGAN CHASE & CO trimmed226,061$10M0.8%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added191,805$9M0.7%2026-Q1
Breakwater Capital Group added176,984$8M0.7%2026-Q1
NorthRock Partners, LLC trimmed175,208$8M0.7%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC trimmed175,037$8M0.7%2026-Q1
ASSETMARK, INC added164,167$7M0.6%2026-Q1
STIFEL FINANCIAL CORP added163,276$7M0.6%2026-Q1
PARK AVENUE SECURITIES LLC trimmed133,267$6M0.5%2026-Q1
CITADEL ADVISORS LLC added131,012$6M0.5%2026-Q1
CPA Asset Management Group, LLC trimmed128,160$6M0.5%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC added125,548$6M0.5%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added120,938$5M0.5%2026-Q1
HARBOUR INVESTMENTS, INC. added115,578$5M0.4%2026-Q1
Hoese & Co LLP trimmed108,824$5M0.4%2026-Q1
Kelly Financial Services LLC added90,342$4M0.3%2026-Q1
Accel Wealth Management added89,157$4M0.3%2026-Q1
Keystone Wealth Services, LLC added86,604$4M0.3%2026-Q1
Daybright Advisory Services, Inc. added83,650$4M0.3%2026-Q1
IFP Advisors, Inc trimmed81,267$4M0.3%2026-Q1
Lunt Capital Management, Inc. added77,873$4M0.3%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed72,949$3M0.3%2026-Q1
Altus Wealth Management, LLC added69,944$3M0.3%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC new67,370$3M0.3%2026-Q1
OSAIC HOLDINGS, INC. trimmed67,304$3M0.3%2026-Q1
LARCH CAPITAL PARTNERS LLC new63,720$3M0.2%2026-Q1
EFG International AG new63,323$3M0.2%2026-Q1
Fermata Advisors, LLC trimmed59,642$3M0.2%2026-Q1
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added57,584$3M0.2%2026-Q1
Bank of New York Mellon Corp trimmed56,138$3M0.2%2026-Q1
JB Capital LLC added55,842$3M0.2%2026-Q1
FreeGulliver LLC added55,274$2M0.2%2026-Q1
Steward Partners Investment Advisory, LLC trimmed53,163$2M0.2%2026-Q1
FOUNDERS FINANCIAL SECURITIES LLC added51,431$2M0.2%2026-Q1
Shared Vision Wealth Group LLC trimmed47,666$2M0.2%2026-Q1
EAGLE GLOBAL ADVISORS LLC trimmed46,030$2M0.2%2026-Q1
Vestmark Advisory Solutions, Inc. added44,455$2M0.2%2026-Q1
Advisory Services Network, LLC trimmed44,253$2M0.2%2026-Q1
Dynasty Wealth Management, LLC trimmed40,593$2M0.2%2026-Q1
Rockefeller Capital Management L.P. trimmed40,370$2M0.2%2026-Q1
Geneos Wealth Management Inc. trimmed36,636$2M0.1%2026-Q1
Farther Finance Advisors, LLC trimmed36,731$2M0.1%2026-Q1
Sigma Planning Corp added36,469$2M0.1%2026-Q1
Two West Capital Advisors LLC added34,553$2M0.1%2026-Q1
Prime Capital Investment Advisors, LLC added32,956$1M0.1%2026-Q1
JANE STREET GROUP, LLC trimmed32,536$1M0.1%2026-Q1
Janney Montgomery Scott LLC trimmed32,295$1M0.1%2026-Q1
ROYAL BANK OF CANADA trimmed31,631$1M0.1%2026-Q1
Convergence Financial, LLC added31,575$1M0.1%2026-Q1
McGlone Suttner Wealth Management, Inc. trimmed31,423$1M0.1%2026-Q1
RFG Advisory, LLC added30,332$1M0.1%2026-Q1
SAGESPRING WEALTH PARTNERS, LLC trimmed30,199$1M0.1%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added30,066$1M0.1%2026-Q1
Wealth Management Associates, Inc. added27,045$1M0.1%2026-Q1
Keebeck Wealth Management trimmed26,965$1M0.1%2026-Q1
ShoreHaven Wealth Partners, LLC trimmed26,708$1M0.1%2026-Q1
Helium Advisors LLC new26,123$1M0.1%2026-Q1
Tidemark, LLC added25,700$1M0.1%2026-Q1
Transamerica Financial Advisors, LLC trimmed25,068$1M0.1%2026-Q1
World Investment Advisors added24,493$1M0.1%2026-Q1
NATIONAL BANK OF CANADA /FI/ added24,240$1M0.1%2026-Q1
CreativeOne Wealth, LLC added23,923$1M0.1%2026-Q1
FORTE ASSET MANAGEMENT LLC added23,097$1M0.1%2026-Q1
Diversify Advisory Services, LLC added118,345$5M0.4%2025-Q4 stale
Systelligence, LLC trimmed93,010$4M0.4%2025-Q4 stale
PEAPACK GLADSTONE FINANCIAL CORP added88,075$4M0.3%2025-Q4 stale
ORG Partners LLC trimmed72,962$3M0.3%2025-Q4 stale
Trivium Point Advisory, LLC trimmed72,793$3M0.3%2025-Q4 stale
Ascent Group, LLC added52,389$2M0.2%2025-Q4 stale
Traveka Wealth, LLC added47,728$2M0.2%2025-Q4 stale
SWMG, LLC added35,780$2M0.1%2025-Q4 stale
SILVER OAK SECURITIES, INCORPORATED trimmed32,594$1M0.1%2025-Q2 stale
DOHJ, LLC trimmed23,453$1M0.1%2025-Q2 stale
NewEdge Advisors, LLC added22,389$1M0.1%2025-Q4 stale
Lion Street Advisors, LLC added18,694$1M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership