Who owns IGHG
Which tracked institutional funds hold IGHG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IGHG company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 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
9 tracked funds added or opened IGHG while 9 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
IGHG’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 IGHG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IGHG 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 58 tracked filers holding IGHG, 27 increased or opened the position and 33 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 IGHG 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 1
- CITADEL ADVISORS LLC$940K
Full exits 2
- Elevation Capital Advisory, LLC$3M
- Hobart Private Capital, LLC$1M
Largest adds
- MORGAN STANLEY$3M
- AMERIPRISE FINANCIAL INC$1M
- JANE STREET GROUP, LLC$1M
- UBS Group AG$486K
- Anchor Investment Management, LLC$403K
- Cambridge Investment Research Advisors, Inc.$321K
Largest trims
- BANK OF AMERICA CORP /DE/$4M
- NorthRock Partners, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- LPL Financial LLC$662K
- Cetera Investment Advisers$558K
- Certified Advisory Corp$360K
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 | 332,383 | $26M | 15.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 254,825 | $20M | 12.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 239,921 | $19M | 11.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 188,467 | $15M | 8.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 141,626 | $11M | 6.7% | 2026-Q1 |
| UBS Group AG added | 109,474 | $9M | 5.2% | 2026-Q1 |
| Larry Mathis Financial Planning, LLC added | 64,842 | $5M | 3.1% | 2026-Q1 |
| STEPHENS INC /AR/ added | 64,507 | $5M | 3.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 39,383 | $3M | 1.9% | 2026-Q1 |
| Certified Advisory Corp trimmed | 38,675 | $3M | 1.8% | 2026-Q1 |
| Capital Advisors, Ltd. LLC added | 33,147 | $3M | 1.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 30,314 | $2M | 1.4% | 2026-Q1 |
| NorthRock Partners, LLC trimmed | 28,303 | $2M | 1.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 25,635 | $2M | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 23,722 | $2M | 1.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 20,440 | $2M | 1.0% | 2026-Q1 |
| SteelPeak Wealth, LLC trimmed | 17,902 | $1M | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 17,779 | $1M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 16,437 | $1M | 0.8% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 16,017 | $1M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 12,580 | $977K | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 12,102 | $940K | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 11,477 | $891K | 0.5% | 2026-Q1 |
| Empirical Asset Management, LLC added | 10,868 | $844K | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 10,610 | $824K | 0.5% | 2026-Q1 |
| Kovack Advisors, Inc. added | 9,414 | $731K | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 8,876 | $689K | 0.4% | 2026-Q1 |
| Coastal Bridge Advisors, LLC trimmed | 8,197 | $637K | 0.4% | 2026-Q1 |
| PARTNERS WEALTH MANAGEMENT, LLC trimmed | 7,040 | $547K | 0.3% | 2026-Q1 |
| Anchor Investment Management, LLC added | 5,950 | $462K | 0.3% | 2026-Q1 |
| Duncan Williams Asset Management, LLC trimmed | 5,600 | $435K | 0.3% | 2026-Q1 |
| Hyundai Investments Co., Ltd. trimmed | 5,402 | $417K | 0.3% | 2026-Q1 |
| Red Wave Investments LLC | 5,075 | $394K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,046 | $392K | 0.2% | 2026-Q1 |
| MAI Capital Management trimmed | 4,835 | $376K | 0.2% | 2026-Q1 |
| KKM Financial LLC | 4,114 | $323K | 0.2% | 2026-Q1 |
| OPINICUS CAPITAL, INC. added | 4,060 | $315K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 3,411 | $265K | 0.2% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 3,179 | $247K | 0.1% | 2026-Q1 |
| PATTON ALBERTSON MILLER GROUP, LLC trimmed | 2,950 | $229K | 0.1% | 2026-Q1 |
| NOVEM GROUP trimmed | 2,841 | $221K | 0.1% | 2026-Q1 |
| Rockport Wealth LLC trimmed | 2,698 | $210K | 0.1% | 2026-Q1 |
| SFE Investment Counsel | 2,600 | $202K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP trimmed | 2,362 | $183K | 0.1% | 2026-Q1 |
| Colonial Trust Co / SC new | 1,900 | $148K | 0.1% | 2026-Q1 |
| Wilmington Savings Fund Society, FSB added | 1,386 | $108K | 0.1% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 1,197 | $93K | 0.1% | 2026-Q1 |
| Medallion Wealth Advisors, LLC added | 766 | $59K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 580 | $45K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA | 526 | $41K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. | 350 | $27K | 0.0% | 2026-Q1 |
| Spire Wealth Management | 299 | $23K | 0.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 85 | $7K | 0.0% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT | 65 | $5K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 55 | $4K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 19 | $1K | 0.0% | 2026-Q1 |
| VANGUARD ADVISERS INC new | 14 | $1K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) | 1 | $78 | 0.0% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. added | 132,114 | $10M | 6.2% | 2025-Q1 stale |
| Elevation Capital Advisory, LLC trimmed | 36,141 | $3M | 1.7% | 2025-Q4 stale |
| OneDigital Investment Advisors LLC trimmed | 23,997 | $2M | 1.1% | 2025-Q3 stale |
| Hobart Private Capital, LLC added | 17,444 | $1M | 0.8% | 2025-Q4 stale |
| TBH Global Asset Management, LLC trimmed | 9,584 | $751K | 0.5% | 2025-Q2 stale |
| NewEdge Advisors, LLC trimmed | 5,570 | $437K | 0.3% | 2025-Q4 stale |
| Point Nemo Capital, LLC new | 5,552 | $435K | 0.3% | 2025-Q4 stale |
| DARK FOREST CAPITAL MANAGEMENT LP | 4,706 | $372K | 0.2% | 2025-Q3 stale |
| Fortress Wealth Management, Inc. trimmed | 4,655 | $368K | 0.2% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 3,284 | $257K | 0.2% | 2025-Q2 stale |
| New Century Financial Group, LLC new | 3,168 | $244K | 0.1% | 2025-Q1 stale |
| B. Riley Wealth Advisors, Inc. trimmed | 3,087 | $242K | 0.1% | 2025-Q2 stale |
| AXXCESS WEALTH MANAGEMENT, LLC | 2,883 | $226K | 0.1% | 2025-Q4 stale |
| Merit Financial Group, LLC trimmed | 2,794 | $221K | 0.1% | 2025-Q3 stale |
| Trademark Financial Management, LLC trimmed | 2,664 | $209K | 0.1% | 2025-Q2 stale |
| COMERICA BANK | 2,362 | $185K | 0.1% | 2025-Q4 stale |
| OPTIMUM INVESTMENT ADVISORS added | 670 | $53K | 0.0% | 2025-Q3 stale |
| Vermillion & White Wealth Management Group, LLC | 428 | $34K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC | 139 | $11K | 0.0% | 2025-Q4 stale |
| ASSETMARK, INC trimmed | 137 | $11K | 0.0% | 2025-Q4 stale |
| Strategic Advocates LLC | 97 | $8K | 0.0% | 2025-Q4 stale |
| PNC Financial Services Group, Inc. new | 87 | $7K | 0.0% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. trimmed | 36 | $3K | 0.0% | 2025-Q3 stale |
| Golden State Wealth Management, LLC trimmed | 21 | $2K | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.