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-Q2 13F filings (latest filed 2026-08-19). 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
17 tracked funds added or opened IGHG while 8 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
IGHG’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL INC, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 62 tracked filers holding IGHG, 35 increased or opened the position and 26 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 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 3
- ASSETMARK, INC$2M
- NICOLET BANKSHARES INC$808K
- Pinnacle Financial Partners, Inc.$757K
Full exits 4
- Capital Advisors, Ltd. LLC$3M
- Cambridge Investment Research Advisors, Inc.$2M
- HighTower Advisors, LLC$977K
- CITADEL ADVISORS LLC$940K
Largest adds
- RAYMOND JAMES FINANCIAL INC$27M
- WELLS FARGO & COMPANY/MN$3M
- AMERIPRISE FINANCIAL INC$2M
- MORGAN STANLEY$2M
- BANK OF AMERICA CORP /DE/$1M
- ENVESTNET ASSET MANAGEMENT INC$618K
Largest trims
- LPL Financial LLC$1M
- JANE STREET GROUP, LLC$995K
- SteelPeak Wealth, LLC$652K
- NorthRock Partners, LLC$273K
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC added | 365,223 | $29M | 14.6% | 2026-Q2 |
| MORGAN STANLEY added | 350,159 | $27M | 14.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 282,798 | $22M | 11.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 221,460 | $17M | 8.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 220,767 | $17M | 8.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 153,824 | $12M | 6.1% | 2026-Q2 |
| UBS Group AG trimmed | 109,325 | $9M | 4.4% | 2026-Q2 |
| Larry Mathis Financial Planning, LLC added | 14,799,563 | $5M | 2.8% | 2026-Q2 |
| STEPHENS INC /AR/ added | 69,116 | $5M | 2.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 45,789 | $4M | 1.8% | 2026-Q2 |
| Certified Advisory Corp trimmed | 37,491 | $3M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 31,404 | $2M | 1.3% | 2026-Q2 |
| ASSETMARK, INC added | 31,164 | $2M | 1.2% | 2026-Q2 |
| Cetera Investment Advisers added | 28,956 | $2M | 1.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 25,021 | $2M | 1.0% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 24,582 | $2M | 1.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 17,327 | $1M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 13,878 | $1M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 12,809 | $1M | 0.5% | 2026-Q2 |
| Empirical Asset Management, LLC added | 11,969 | $938K | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 11,475 | $899K | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 10,325 | $809K | 0.4% | 2026-Q2 |
| NICOLET BANKSHARES INC new | 10,330 | $808K | 0.4% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. new | 9,659 | $757K | 0.4% | 2026-Q2 |
| SteelPeak Wealth, LLC trimmed | 9,420 | $738K | 0.4% | 2026-Q2 |
| Hyundai Investments Co., Ltd. added | 8,550 | $670K | 0.3% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 8,327 | $651K | 0.3% | 2026-Q2 |
| Coastal Bridge Advisors, LLC trimmed | 7,704 | $603K | 0.3% | 2026-Q2 |
| PARTNERS WEALTH MANAGEMENT, LLC | 7,040 | $551K | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 5,698 | $446K | 0.2% | 2026-Q2 |
| Duncan Williams Asset Management, LLC | 5,600 | $439K | 0.2% | 2026-Q2 |
| Red Wave Investments LLC | 5,075 | $398K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 4,918 | $385K | 0.2% | 2026-Q2 |
| MAI Capital Management trimmed | 4,675 | $366K | 0.2% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 4,650 | $364K | 0.2% | 2026-Q2 |
| Savvy Advisors, Inc. new | 4,037 | $316K | 0.2% | 2026-Q2 |
| OPINICUS CAPITAL, INC. trimmed | 3,977 | $311K | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 3,780 | $296K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 3,762 | $295K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC new | 3,620 | $284K | 0.1% | 2026-Q2 |
| KKM Financial LLC trimmed | 3,356 | $263K | 0.1% | 2026-Q2 |
| Patton Albertson Miller Group, LLC | 2,950 | $231K | 0.1% | 2026-Q2 |
| NOVEM GROUP trimmed | 2,791 | $219K | 0.1% | 2026-Q2 |
| Rockport Wealth LLC trimmed | 2,686 | $210K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC new | 2,604 | $204K | 0.1% | 2026-Q2 |
| SFE Investment Counsel | 2,600 | $204K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 1,750 | $137K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC new | 1,565 | $123K | 0.1% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB | 1,386 | $109K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 1,176 | $92K | 0.0% | 2026-Q2 |
| Medallion Wealth Advisors, LLC added | 776 | $61K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 587 | $46K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 526 | $41K | 0.0% | 2026-Q2 |
| Colonial Trust Co / SC trimmed | 400 | $31K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 350 | $27K | 0.0% | 2026-Q2 |
| Spire Wealth Management added | 324 | $25K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 244 | $19K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 239 | $19K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 86 | $7K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC new | 77 | $6K | 0.0% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT | 65 | $5K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 55 | $4K | 0.0% | 2026-Q2 |
| Capital Advisors, Ltd. LLC added | 33,147 | $3M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 30,314 | $2M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 12,580 | $977K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 12,102 | $940K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Anchor Investment Management, LLC added | 5,950 | $462K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| J.W. COLE ADVISORS, INC. trimmed | 3,179 | $247K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 19 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD ADVISERS INC new | 14 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Tower Research Capital LLC (TRC) | 1 | $78 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Elevation Capital Advisory, LLC trimmed | 36,141 | $3M | 1.4% | 2025-Q4 stale (2 quarters behind) |
| Hobart Private Capital, LLC added | 17,444 | $1M | 0.7% | 2025-Q4 stale (2 quarters behind) |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV trimmed | 6,859 | $538K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Point Nemo Capital, LLC new | 5,552 | $435K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| AXXCESS WEALTH MANAGEMENT, LLC | 2,883 | $226K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 2,362 | $185K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Vermillion & White Wealth Management Group, LLC | 428 | $34K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Strategic Advocates LLC | 97 | $8K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| PNC Financial Services Group, Inc. new | 87 | $7K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Robinswood Financial LLC | 28 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| OneDigital Investment Advisors LLC trimmed | 23,997 | $2M | 1.0% | 2025-Q3 stale (3 quarters behind) |
| DARK FOREST CAPITAL MANAGEMENT LP | 4,706 | $372K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Fortress Wealth Management, Inc. trimmed | 4,655 | $368K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Merit Financial Group, LLC trimmed | 2,794 | $221K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| OPTIMUM INVESTMENT ADVISORS added | 670 | $53K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. trimmed | 36 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| TBH Global Asset Management, LLC trimmed | 9,584 | $751K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 3,284 | $257K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| B. Riley Wealth Advisors, Inc. trimmed | 3,087 | $242K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Trademark Financial Management, LLC trimmed | 2,664 | $209K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Golden State Wealth Management, LLC new | 21 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.