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Institutional Ownership · SEC Form 13F

Who owns IGIB (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

703
Institutional holders
251,766,240
Shares held (tracked funds)

How the tape is positioned

174 tracked funds added or opened IGIB while 90 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

IGIB’s largest tracked holder by dollar value, Financial Engines Advisors L.L.C., sizes it at 6.9% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 6.5pp 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 2025-Q4 and 2026-Q1, across 703 tracked filers holding IGIB, 397 increased or opened the position and 261 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 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 35

  • RMG Wealth Management LLC$57M
  • Scarborough Advisors, LLC$37M
  • JANE STREET GROUP, LLC$23M
  • NewSquare Capital LLC$10M
  • PRUDENTIAL FINANCIAL INC$7M
  • Systelligence, LLC$6M

Full exits 23

  • CAPSTONE INVESTMENT ADVISORS, LLC$18M
  • COMERICA BANK$13M
  • NewEdge Advisors, LLC$13M
  • CAPITAL INSIGHT PARTNERS, LLC$8M
  • New Millennium Group LLC$7M
  • TRANSATLANTIQUE PRIVATE WEALTH LLC$6M

Largest adds

  • ENVESTNET ASSET MANAGEMENT INC$116M
  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC$77M
  • ALLSTATE CORP$62M
  • Focus Partners Wealth$54M
  • NORTHERN TRUST CORP$30M
  • ASSETMARK, INC$27M

Largest trims

  • PRUDENTIAL PLC$264M
  • Legal & General Group Plc$152M
  • Klaas Financial Asset Advisors, LLC$62M
  • MANUFACTURERS LIFE INSURANCE COMPANY, THE$60M
  • Rockefeller Capital Management L.P.$28M
  • AMERIPRISE FINANCIAL INC$26M

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
Financial Engines Advisors L.L.C. added63,675,202$3.4B27.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added13,942,612$742M6.0%2026-Q1
NORTHERN TRUST CORP added12,321,025$656M5.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added8,366,041$445M3.6%2026-Q1
ASSETMARK, INC added7,997,374$426M3.4%2026-Q1
BANK OF AMERICA CORP /DE/ added6,242,128$332M2.7%2026-Q1
MORGAN STANLEY trimmed6,112,857$325M2.6%2026-Q1
One Capital Management, LLC added5,845,766$311M2.5%2026-Q1
WELLS FARGO & COMPANY/MN added5,028,190$268M2.2%2026-Q1
ALLSTATE CORP added4,326,783$230M1.9%2026-Q1
UBS Group AG added4,089,061$218M1.8%2026-Q1
Matson Money. Inc. added3,662,800$195M1.6%2026-Q1
LPL Financial LLC added3,637,273$194M1.6%2026-Q1
AMERIPRISE FINANCIAL INC trimmed3,496,098$186M1.5%2026-Q1
RAYMOND JAMES FINANCIAL INC added3,296,746$175M1.4%2026-Q1
FMR LLC trimmed3,251,438$173M1.4%2026-Q1
ROYAL BANK OF CANADA trimmed2,888,657$154M1.2%2026-Q1
TD PRIVATE CLIENT WEALTH LLC added2,356,271$125M1.0%2026-Q1
Legal & General Group Plc trimmed2,234,173$118M1.0%2026-Q1
Acropolis Investment Management, LLC added2,098,568$112M0.9%2026-Q1
Petersen Hastings Wealth Advisors Inc. added1,968,481$105M0.8%2026-Q1
FRANKLIN RESOURCES INC added1,930,392$103M0.8%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed1,865,467$99M0.8%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added1,844,238$98M0.8%2026-Q1
BlackRock, Inc. trimmed1,752,836$93M0.8%2026-Q1
JONES FINANCIAL COMPANIES LLLP added1,736,033$91M0.7%2026-Q1
GREENWOOD GEARHART LLC added1,717,626$91M0.7%2026-Q1
STIFEL FINANCIAL CORP added1,670,740$89M0.7%2026-Q1
Focus Partners Wealth added1,637,526$87M0.7%2026-Q1
GOLDMAN SACHS GROUP INC added1,611,396$86M0.7%2026-Q1
Charter Oak Capital Management, LLC added1,599,851$85M0.7%2026-Q1
Haverford Trust Co added1,466,937$78M0.6%2026-Q1
HighTower Advisors, LLC added1,466,452$78M0.6%2026-Q1
US BANCORP \DE\ added1,293,603$69M0.6%2026-Q1
TRUIST FINANCIAL CORP added1,279,084$68M0.6%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH added1,203,811$64M0.5%2026-Q1
Ally Invest Advisors Inc. added1,129,499$60M0.5%2026-Q1
Cetera Investment Advisers added1,118,184$60M0.5%2026-Q1
Dakota Wealth Management added1,095,757$58M0.5%2026-Q1
MAI Capital Management added1,085,709$58M0.5%2026-Q1
RMG Wealth Management LLC new1,079,921$57M0.5%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed1,072,369$57M0.5%2026-Q1
Horizon Investments, LLC trimmed1,079,666$57M0.5%2026-Q1
Bank of New York Mellon Corp added948,447$50M0.4%2026-Q1
Mitsubishi UFJ Trust & Banking Corp added942,281$50M0.4%2026-Q1
Dodds Wealth, LLC added889,218$47M0.4%2026-Q1
Mutual Advisors, LLC trimmed888,676$47M0.4%2026-Q1
MFA WEALTH ADVISORS, LLC added887,369$47M0.4%2026-Q1
CWM, LLC trimmed874,951$47M0.4%2026-Q1
Wealthspire Retirement, LLC added863,357$46M0.4%2026-Q1
Flagstone Financial Management added809,747$43M0.3%2026-Q1
Gradient Investments LLC added758,240$40M0.3%2026-Q1
BANK OF MONTREAL /CAN/ added745,628$40M0.3%2026-Q1
Fiduciary Trust Co added741,489$39M0.3%2026-Q1
Janney Montgomery Scott LLC trimmed731,611$39M0.3%2026-Q1
Mariner, LLC added713,905$38M0.3%2026-Q1
Baird Financial Group, Inc. added707,296$38M0.3%2026-Q1
Scarborough Advisors, LLC added703,498$37M0.3%2026-Q1
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO680,000$36M0.3%2026-Q1
Thoma Capital Management LLC added638,651$34M0.3%2026-Q1
ProVise Management Group, LLC added622,121$33M0.3%2026-Q1
SYON CAPITAL LLC added564,705$30M0.2%2026-Q1
Klaas Financial Asset Advisors, LLC trimmed539,525$29M0.2%2026-Q1
SCHMIDT P J INVESTMENT MANAGEMENT INC added519,337$28M0.2%2026-Q1
JPMORGAN CHASE & CO added521,769$28M0.2%2026-Q1
Cerity Partners LLC trimmed517,202$28M0.2%2026-Q1
NorthCoast Asset Management LLC added491,205$26M0.2%2026-Q1
Financial Partners Group, Inc added482,095$26M0.2%2026-Q1
PRUDENTIAL PLC trimmed471,470$25M0.2%2026-Q1
BIRCHBROOK, INC. added466,277$25M0.2%2026-Q1
ARKANSAS FINANCIAL GROUP, INC. added449,664$24M0.2%2026-Q1
Ameliora Wealth Management Ltd. added449,962$24M0.2%2026-Q1
GDS Wealth Management added446,969$24M0.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added439,655$23M0.2%2026-Q1
HANCOCK WHITNEY CORP trimmed434,896$23M0.2%2026-Q1
BAILARD, INC. added435,224$23M0.2%2026-Q1
JANE STREET GROUP, LLC trimmed431,965$23M0.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed419,033$22M0.2%2026-Q1
Black Diamond Financial, LLC added417,222$22M0.2%2026-Q1
Avidian Wealth Enterprises, LLC added405,793$22M0.2%2026-Q1
Madison Asset Management, LLC added400,916$21M0.2%2026-Q1
BCK Partners, Inc. added395,914$21M0.2%2026-Q1
Cyndeo Wealth Partners, LLC added385,063$20M0.2%2026-Q1
Summit Wealth Group, LLC added373,031$20M0.2%2026-Q1
Advisors Capital Management, LLC added368,965$20M0.2%2026-Q1
DT Investment Partners, LLC added335,367$18M0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed329,393$18M0.1%2026-Q1
Roundview Capital LLC added322,146$17M0.1%2026-Q1
Legacy Financial Group LLC added321,061$17M0.1%2026-Q1
DEUTSCHE BANK AG\ added316,165$17M0.1%2026-Q1
Prosperity Consulting Group, LLC trimmed306,562$16M0.1%2026-Q1
PROFFITT & GOODSON INC trimmed306,302$16M0.1%2026-Q1
Chicago Partners Investment Group LLC added300,750$16M0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed288,177$15M0.1%2026-Q1
Lido Advisors, LLC trimmed287,338$15M0.1%2026-Q1
Japan Science & Technology Agency trimmed4,400,000$234M1.9%2025-Q2 stale
Graypoint LLC added479,821$26M0.2%2025-Q2 stale
American Family Investments, Inc.425,000$23M0.2%2025-Q2 stale
CAPSTONE INVESTMENT ADVISORS, LLC added327,501$18M0.1%2025-Q4 stale
Gunma Bank,Ltd. added299,554$16M0.1%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