Who owns IGF
Which tracked institutional funds hold IGF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IGF 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
106 tracked funds added or opened IGF while 53 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
IGF’s largest tracked holder by dollar value, NORTHERN TRUST CORP, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IGF 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 414 tracked filers holding IGF, 255 increased or opened the position and 149 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 IGF 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 31
- Savant Capital, LLC$38M
- Pacific Life Fund Advisors LLC$20M
- JANE STREET GROUP, LLC$15M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$12M
- IFG Advisory, LLC$6M
- Modern Wealth Management, LLC$5M
Full exits 19
- Capital Analysts, LLC$16M
- HighTower Advisors, LLC$12M
- Janney Montgomery Scott LLC$8M
- CWM, LLC$5M
- FLOW TRADERS U.S. LLC$3M
- CX Institutional$3M
Largest adds
- BlackRock, Inc.$201M
- American Family Investments, Inc.$77M
- US BANCORP \DE\$55M
- LPL Financial LLC$31M
- MORGAN STANLEY$28M
- NorthRock Partners, LLC$26M
Largest trims
- NORTHERN TRUST CORP$36M
- Pictet Asset Management Holding SA$28M
- Chicago Wealth Management, Inc.$13M
- ENVESTNET ASSET MANAGEMENT INC$10M
- PRINCIPAL FINANCIAL GROUP INC$7M
- FMR LLC$6M
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 |
|---|---|---|---|---|
| NORTHERN TRUST CORP trimmed | 34,693,088 | $2.3B | 29.8% | 2026-Q2 |
| BlackRock, Inc. added | 18,820,092 | $1.3B | 16.2% | 2026-Q2 |
| LPL Financial LLC added | 11,353,053 | $756M | 9.8% | 2026-Q2 |
| US BANCORP \DE\ added | 3,865,180 | $257M | 3.3% | 2026-Q2 |
| Pathstone Holdings, LLC added | 3,794,635 | $253M | 3.3% | 2026-Q2 |
| NorthRock Partners, LLC added | 3,076,200 | $205M | 2.6% | 2026-Q2 |
| American Family Investments, Inc. added | 2,538,162 | $169M | 2.2% | 2026-Q2 |
| Ballentine Partners, LLC added | 2,532,785 | $169M | 2.2% | 2026-Q2 |
| 1832 Asset Management L.P. added | 2,011,519 | $134M | 1.7% | 2026-Q2 |
| Mariner, LLC added | 1,989,126 | $133M | 1.7% | 2026-Q2 |
| MORGAN STANLEY added | 1,795,805 | $120M | 1.5% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 1,713,680 | $113M | 1.5% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 1,697,682 | $114M | 1.5% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 1,445,713 | $96M | 1.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 1,270,372 | $85M | 1.1% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 1,067,113 | $71M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 997,860 | $66M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 843,484 | $56M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 791,701 | $53M | 0.7% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 790,918 | $53M | 0.7% | 2026-Q2 |
| NEPC LLC | 781,673 | $52M | 0.7% | 2026-Q2 |
| Waldron Private Wealth LLC trimmed | 688,085 | $46M | 0.6% | 2026-Q2 |
| MAI Capital Management added | 681,427 | $45M | 0.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 678,892 | $45M | 0.6% | 2026-Q2 |
| Laird Norton Wetherby Trust Company, LLC added | 647,638 | $43M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 642,333 | $43M | 0.6% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 616,881 | $41M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 588,598 | $39M | 0.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 588,058 | $39M | 0.5% | 2026-Q2 |
| Savant Capital, LLC new | 569,157 | $38M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 568,474 | $38M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 545,851 | $37M | 0.5% | 2026-Q2 |
| UBS Group AG added | 530,606 | $35M | 0.5% | 2026-Q2 |
| CI INVESTMENTS INC. | 526,102 | $35M | 0.5% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 465,286 | $31M | 0.4% | 2026-Q2 |
| Cerity Partners LLC added | 406,796 | $27M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 370,342 | $25M | 0.3% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 362,646 | $24M | 0.3% | 2026-Q2 |
| COUNTRY TRUST BANK trimmed | 356,717 | $24M | 0.3% | 2026-Q2 |
| Heartland Bank & Trust Co added | 352,037 | $23M | 0.3% | 2026-Q2 |
| FMR LLC trimmed | 351,727 | $23M | 0.3% | 2026-Q2 |
| B & T Capital Management DBA Alpha Capital Management added | 335,509 | $22M | 0.3% | 2026-Q2 |
| Employees' Retirement Fund of the City of Fort Worth added | 314,034 | $21M | 0.3% | 2026-Q2 |
| FSM Wealth Advisors, LLC added | 313,477 | $21M | 0.3% | 2026-Q2 |
| Pacific Life Fund Advisors LLC new | 306,763 | $20M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 289,039 | $19M | 0.2% | 2026-Q2 |
| FIRST AMERICAN TRUST, FSB added | 254,931 | $17M | 0.2% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC added | 240,070 | $16M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 231,341 | $15M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 226,937 | $15M | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 220,810 | $15M | 0.2% | 2026-Q2 |
| NAPLES GLOBAL ADVISORS, LLC added | 192,881 | $13M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 191,793 | $13M | 0.2% | 2026-Q2 |
| Aprio Wealth Management, LLC added | 182,915 | $12M | 0.2% | 2026-Q2 |
| HANCOCK WHITNEY CORP trimmed | 181,692 | $12M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 181,668 | $12M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 170,841 | $11M | 0.1% | 2026-Q2 |
| Cavalier Investments, LLC added | 167,971 | $11M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 165,568 | $11M | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 160,277 | $11M | 0.1% | 2026-Q2 |
| Symphony Financial, Ltd. Co. added | 158,025 | $11M | 0.1% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 142,596 | $9M | 0.1% | 2026-Q2 |
| NorthCoast Asset Management LLC added | 129,095 | $9M | 0.1% | 2026-Q2 |
| SAGE FINANCIAL GROUP INC added | 128,052 | $9M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 121,465 | $8M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 115,419 | $8M | 0.1% | 2026-Q2 |
| 1 NORTH WEALTH SERVICES LLC added | 112,902 | $8M | 0.1% | 2026-Q2 |
| Capstone Financial Advisors, Inc. added | 112,150 | $7M | 0.1% | 2026-Q2 |
| BANQUE PICTET & CIE SA added | 108,668 | $7M | 0.1% | 2026-Q2 |
| ARBOR TRUST WEALTH ADVISORS, LLC added | 106,725 | $7M | 0.1% | 2026-Q2 |
| Tepp RIA, LLC added | 106,665 | $7M | 0.1% | 2026-Q2 |
| Proficio Capital Partners LLC added | 101,480 | $7M | 0.1% | 2026-Q2 |
| ARRIEN INVESTMENTS, INC. added | 100,573 | $7M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 95,923 | $6M | 0.1% | 2026-Q2 |
| IFG Advisory, LLC added | 94,771 | $6M | 0.1% | 2026-Q2 |
| Johnson Financial Group, Inc. added | 92,656 | $6M | 0.1% | 2026-Q2 |
| Maryland State Retirement & Pension System added | 90,169 | $6M | 0.1% | 2026-Q2 |
| Fifth Third Wealth Advisors LLC added | 88,493 | $6M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 87,564 | $6M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 86,082 | $6M | 0.1% | 2026-Q2 |
| EFG International AG added | 85,411 | $6M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 84,609 | $6M | 0.1% | 2026-Q2 |
| Beta Wealth Group, Inc. added | 84,547 | $6M | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. | 84,100 | $6M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 77,672 | $5M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 74,746 | $5M | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC new | 73,095 | $5M | 0.1% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 69,430 | $5M | 0.1% | 2026-Q2 |
| Callan Family Office, LLC trimmed | 69,272 | $5M | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC added | 66,382 | $4M | 0.1% | 2026-Q2 |
| Financiere des Professionnels - Fonds d'investissement inc. new | 66,000 | $4M | 0.1% | 2026-Q2 |
| Stelac Advisory Services LLC added | 65,991 | $4M | 0.1% | 2026-Q2 |
| Haven Private, LLC trimmed | 64,904 | $4M | 0.1% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP trimmed | 64,654 | $4M | 0.1% | 2026-Q2 |
| BARINGS LLC trimmed | 62,966 | $4M | 0.1% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 62,282 | $4M | 0.1% | 2026-Q2 |
| Creative Planning added | 60,905 | $4M | 0.1% | 2026-Q2 |
| Apella Capital, LLC trimmed | 60,289 | $4M | 0.1% | 2026-Q2 |
| Sageworth Trust Co | 59,049 | $4M | 0.1% | 2026-Q2 |
| Banco Santander, S.A. trimmed | 57,396 | $4M | 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.