Who owns IGIB
Which tracked institutional funds hold IGIB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IGIB 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
167 tracked funds added or opened IGIB while 105 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
IGIB’s largest tracked holder by dollar value, Financial Engines Advisors L.L.C., sizes it at 6.5% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 6.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IGIB 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 689 tracked filers holding IGIB, 374 increased or opened the position and 302 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 IGIB 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 27
- Wealthspire Advisors, LLC$20M
- NewEdge Advisors, LLC$15M
- RATIONAL ADVISORS, INC.$14M
- 49 WEALTH MANAGEMENT, LLC$12M
- ALONGSIDE, LLC$12M
- CAPSTONE WEALTH MANAGEMENT GROUP, LLC$12M
Full exits 37
- Charter Oak Capital Management, LLC$85M
- HighTower Advisors, LLC$78M
- CWM, LLC$47M
- Janney Montgomery Scott LLC$39M
- PRUDENTIAL PLC$25M
- JANE STREET GROUP, LLC$23M
Largest adds
- Financial Engines Advisors L.L.C.$296M
- ALLSTATE CORP$209M
- MERCER GLOBAL ADVISORS INC /ADV$94M
- GOLDMAN SACHS GROUP INC$64M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$59M
- Focus Partners Wealth$44M
Largest trims
- Legal & General Group Plc$84M
- FMR LLC$54M
- Gradient Investments LLC$40M
- Mutual Advisors, LLC$39M
- Mitsubishi UFJ Trust & Banking Corp$32M
- BANK OF MONTREAL /CAN/$10M
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 |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. added | 69,309,525 | $3.7B | 28.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 15,069,486 | $801M | 6.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 13,057,366 | $694M | 5.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 8,875,957 | $472M | 3.7% | 2026-Q2 |
| ALLSTATE CORP added | 8,255,575 | $439M | 3.4% | 2026-Q2 |
| ASSETMARK, INC trimmed | 7,886,379 | $419M | 3.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 6,417,105 | $341M | 2.7% | 2026-Q2 |
| MORGAN STANLEY added | 6,315,414 | $336M | 2.6% | 2026-Q2 |
| One Capital Management, LLC | 5,845,766 | $311M | 2.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 5,223,434 | $278M | 2.2% | 2026-Q2 |
| UBS Group AG added | 4,139,507 | $220M | 1.7% | 2026-Q2 |
| LPL Financial LLC added | 4,086,840 | $217M | 1.7% | 2026-Q2 |
| Matson Money. Inc. added | 3,824,777 | $203M | 1.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 3,520,343 | $187M | 1.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 3,467,006 | $184M | 1.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 3,090,560 | $164M | 1.3% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC added | 2,883,337 | $153M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,817,095 | $150M | 1.2% | 2026-Q2 |
| Focus Partners Wealth added | 2,476,291 | $132M | 1.0% | 2026-Q2 |
| FMR LLC trimmed | 2,236,586 | $119M | 0.9% | 2026-Q2 |
| Petersen Hastings Wealth Advisors Inc. added | 2,100,716 | $112M | 0.9% | 2026-Q2 |
| Acropolis Investment Management, LLC trimmed | 2,093,271 | $111M | 0.9% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,989,134 | $106M | 0.8% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 1,970,780 | $105M | 0.8% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 1,879,524 | $100M | 0.8% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 1,860,822 | $99M | 0.8% | 2026-Q2 |
| GREENWOOD GEARHART LLC added | 1,822,054 | $97M | 0.8% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 1,802,788 | $96M | 0.7% | 2026-Q2 |
| BlackRock, Inc. added | 1,775,018 | $94M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,678,325 | $89M | 0.7% | 2026-Q2 |
| Haverford Trust Co added | 1,510,294 | $80M | 0.6% | 2026-Q2 |
| US BANCORP \DE\ added | 1,324,397 | $70M | 0.6% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 1,267,986 | $67M | 0.5% | 2026-Q2 |
| RMG Wealth Management LLC added | 1,253,129 | $65M | 0.5% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 1,232,515 | $66M | 0.5% | 2026-Q2 |
| Dakota Wealth Management added | 1,226,734 | $65M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,213,272 | $64M | 0.5% | 2026-Q2 |
| MAI Capital Management added | 1,196,329 | $64M | 0.5% | 2026-Q2 |
| Ally Invest Advisors Inc. added | 1,181,331 | $63M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 1,167,359 | $62M | 0.5% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 1,072,165 | $57M | 0.4% | 2026-Q2 |
| MFA WEALTH ADVISORS, LLC added | 1,018,889 | $54M | 0.4% | 2026-Q2 |
| Dodds Wealth, LLC added | 923,932 | $49M | 0.4% | 2026-Q2 |
| Wealthspire Retirement, LLC trimmed | 846,629 | $45M | 0.4% | 2026-Q2 |
| Flagstone Financial Management added | 843,498 | $45M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 823,390 | $44M | 0.3% | 2026-Q2 |
| Fiduciary Trust Co added | 779,415 | $41M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 750,041 | $40M | 0.3% | 2026-Q2 |
| Mariner, LLC added | 745,392 | $40M | 0.3% | 2026-Q2 |
| Scarborough Advisors, LLC trimmed | 694,175 | $37M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 689,410 | $37M | 0.3% | 2026-Q2 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 680,000 | $36M | 0.3% | 2026-Q2 |
| Thoma Capital Management LLC added | 677,770 | $36M | 0.3% | 2026-Q2 |
| ProVise Management Group, LLC added | 652,917 | $35M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 635,860 | $34M | 0.3% | 2026-Q2 |
| Madison Asset Management, LLC added | 584,799 | $31M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 573,606 | $30M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 567,423 | $30M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 552,689 | $29M | 0.2% | 2026-Q2 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC added | 535,661 | $28M | 0.2% | 2026-Q2 |
| Ameliora Wealth Management Ltd. added | 520,969 | $28M | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 505,318 | $27M | 0.2% | 2026-Q2 |
| Klaas Financial Asset Advisors, LLC trimmed | 497,068 | $26M | 0.2% | 2026-Q2 |
| Financial Partners Group, Inc added | 495,446 | $26M | 0.2% | 2026-Q2 |
| NorthCoast Asset Management LLC added | 491,403 | $26M | 0.2% | 2026-Q2 |
| BIRCHBROOK, INC. added | 481,354 | $26M | 0.2% | 2026-Q2 |
| GDS Wealth Management added | 468,142 | $25M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 467,698 | $25M | 0.2% | 2026-Q2 |
| SYON CAPITAL LLC trimmed | 455,375 | $24M | 0.2% | 2026-Q2 |
| ARKANSAS FINANCIAL GROUP, INC. trimmed | 441,461 | $23M | 0.2% | 2026-Q2 |
| Black Diamond Financial, LLC added | 441,318 | $23M | 0.2% | 2026-Q2 |
| CVS HEALTH Corp added | 440,000 | $23M | 0.2% | 2026-Q2 |
| BCK Partners, Inc. added | 423,132 | $22M | 0.2% | 2026-Q2 |
| HANCOCK WHITNEY CORP trimmed | 423,035 | $22M | 0.2% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC added | 414,219 | $22M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 401,224 | $21M | 0.2% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC added | 400,135 | $21M | 0.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 395,799 | $52M | 0.4% | 2026-Q2 |
| BAILARD, INC. trimmed | 394,985 | $21M | 0.2% | 2026-Q2 |
| Advisors Capital Management, LLC added | 394,976 | $21M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 392,521 | $21M | 0.2% | 2026-Q2 |
| Smith Salley Wealth Management added | 387,811 | $21M | 0.2% | 2026-Q2 |
| Summit Wealth Group, LLC added | 381,429 | $20M | 0.2% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 373,105 | $20M | 0.2% | 2026-Q2 |
| DT Investment Partners, LLC added | 355,081 | $19M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp trimmed | 348,531 | $19M | 0.1% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 341,081 | $18M | 0.1% | 2026-Q2 |
| Legacy Financial Group LLC added | 332,517 | $18M | 0.1% | 2026-Q2 |
| Roundview Capital LLC trimmed | 318,405 | $17M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 310,890 | $17M | 0.1% | 2026-Q2 |
| Prosperity Consulting Group, LLC trimmed | 299,448 | $16M | 0.1% | 2026-Q2 |
| Lido Advisors, LLC added | 288,431 | $15M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 277,106 | $15M | 0.1% | 2026-Q2 |
| Blue Fin Capital, Inc. added | 276,970 | $15M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 276,207 | $15M | 0.1% | 2026-Q2 |
| RATIONAL ADVISORS, INC. new | 271,160 | $14M | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 267,934 | $14M | 0.1% | 2026-Q2 |
| COLTON GROOME FINANCIAL ADVISORS, LLC added | 261,214 | $14M | 0.1% | 2026-Q2 |
| CASTLEARK MANAGEMENT LLC | 259,994 | $14M | 0.1% | 2026-Q2 |
| BAR HARBOR WEALTH MANAGEMENT trimmed | 257,358 | $14M | 0.1% | 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.