Who owns IGLB
Which tracked institutional funds hold IGLB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IGLB 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
47 tracked funds added or opened IGLB while 39 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
IGLB’s largest tracked holder by dollar value, BlackRock, 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 gap the other way — the median holder sizes IGLB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IGLB 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 204 tracked filers holding IGLB, 113 increased or opened the position and 108 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 IGLB 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 7
- NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$13M
- NewEdge Advisors, LLC$6M
- CITADEL ADVISORS LLC$4M
- GOLDMAN SACHS GROUP INC$3M
- Quadrature Capital Ltd$3M
- OLD MISSION CAPITAL LLC$2M
Full exits 21
- Insight Wealth Strategies, LLC$25M
- Betterment LLC$14M
- Destiny Wealth Partners, LLC$13M
- Onyx Bridge Wealth Group LLC$10M
- HRT FINANCIAL LP$9M
- Motley Fool Wealth Management, LLC$8M
Largest adds
- ALLSTATE CORP$70M
- Gallagher Fiduciary Advisors, LLC$40M
- BlackRock, Inc.$38M
- BANK OF AMERICA CORP /DE/$19M
- MORGAN STANLEY$17M
- Kestra Advisory Services, LLC$12M
Largest trims
- Legal & General Group Plc$48M
- LPL Financial LLC$11M
- JANE STREET GROUP, LLC$10M
- TRUIST FINANCIAL CORP$9M
- SCHRODER INVESTMENT MANAGEMENT GROUP$6M
- AMERIPRISE FINANCIAL INC$5M
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 5,062,944 | $253M | 13.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,504,869 | $175M | 9.4% | 2026-Q2 |
| PRUDENTIAL PLC added | 3,243,485 | $162M | 8.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,256,641 | $113M | 6.1% | 2026-Q2 |
| Allianz SE | 1,622,000 | $81M | 4.4% | 2026-Q2 |
| ASSETMARK, INC added | 1,554,643 | $78M | 4.2% | 2026-Q2 |
| ALLSTATE CORP added | 1,521,639 | $76M | 4.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,252,523 | $63M | 3.4% | 2026-Q2 |
| MORGAN STANLEY added | 997,952 | $50M | 2.7% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 959,773 | $48M | 2.6% | 2026-Q2 |
| RiverFront Investment Group, LLC added | 917,534 | $46M | 2.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 898,376 | $45M | 2.4% | 2026-Q2 |
| Gallagher Fiduciary Advisors, LLC trimmed | 833,026 | $42M | 2.2% | 2026-Q2 |
| Horizon Investments, LLC added | 723,336 | $36M | 1.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 636,993 | $32M | 1.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 627,627 | $31M | 1.7% | 2026-Q2 |
| Advisors Capital Management, LLC added | 562,826 | $28M | 1.5% | 2026-Q2 |
| Fund Evaluation Group, LLC added | 508,806 | $25M | 1.4% | 2026-Q2 |
| Klaas Financial Asset Advisors, LLC added | 475,930 | $24M | 1.3% | 2026-Q2 |
| Cetera Investment Advisers added | 441,537 | $22M | 1.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 438,165 | $22M | 1.2% | 2026-Q2 |
| NYL Investors LLC added | 404,202 | $20M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 387,653 | $19M | 1.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 374,744 | $19M | 1.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 369,482 | $19M | 1.0% | 2026-Q2 |
| UBS Group AG added | 369,379 | $18M | 1.0% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC | 349,813 | $18M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 314,515 | $16M | 0.8% | 2026-Q2 |
| Legal & General Group Plc trimmed | 297,075 | $15M | 0.8% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 266,379 | $13M | 0.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC new | 258,000 | $13M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 250,248 | $13M | 0.7% | 2026-Q2 |
| Eley Financial Management, Inc added | 243,296 | $12M | 0.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 192,213 | $10M | 0.5% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 178,798 | $9M | 0.5% | 2026-Q2 |
| CVS HEALTH Corp added | 175,000 | $9M | 0.5% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 160,189 | $8M | 0.4% | 2026-Q2 |
| Thoma Capital Management LLC added | 158,874 | $8M | 0.4% | 2026-Q2 |
| CROBAN added | 147,796 | $7M | 0.4% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 139,646 | $7M | 0.4% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 131,988 | $7M | 0.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 131,452 | $7M | 0.4% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 129,509 | $6M | 0.3% | 2026-Q2 |
| MCF Advisors LLC added | 126,882 | $6M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 121,639 | $6M | 0.3% | 2026-Q2 |
| REGIONS FINANCIAL CORP added | 119,129 | $6M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 113,491 | $6M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 112,867 | $6M | 0.3% | 2026-Q2 |
| Investors Research Corp added | 111,718 | $6M | 0.3% | 2026-Q2 |
| Shum Financial Group, Inc. trimmed | 97,816 | $5M | 0.3% | 2026-Q2 |
| Arch Global Advisors, LLC added | 96,690 | $5M | 0.3% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC added | 94,445 | $5M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 92,595 | $5M | 0.2% | 2026-Q2 |
| Maia Wealth LLC trimmed | 90,449 | $5M | 0.2% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 81,884 | $4M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 74,977 | $4M | 0.2% | 2026-Q2 |
| Pinnacle Family Advisors, LLC trimmed | 68,724 | $3M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 67,186 | $3M | 0.2% | 2026-Q2 |
| Trajan Wealth LLC added | 63,707 | $3M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 60,767 | $3M | 0.2% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 54,806 | $3M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC | 54,378 | $3M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 53,198 | $3M | 0.1% | 2026-Q2 |
| Checchi Capital Advisers, LLC added | 47,936 | $2M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 43,594 | $2M | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 40,351 | $2M | 0.1% | 2026-Q2 |
| Sovran Advisors, LLC added | 37,707 | $2M | 0.1% | 2026-Q2 |
| Tranquilli Financial Advisor LLC added | 35,863 | $2M | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 35,260 | $2M | 0.1% | 2026-Q2 |
| North Dakota State Investment Board trimmed | 33,000 | $2M | 0.1% | 2026-Q2 |
| Mittelman Wealth Management trimmed | 32,844 | $8M | 0.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 32,391 | $2M | 0.1% | 2026-Q2 |
| Valtrion Capital Management, LLC added | 31,805 | $2M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 29,190 | $1M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 28,798 | $1M | 0.1% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 27,831 | $1M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 26,306 | $1M | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 25,606 | $1M | 0.1% | 2026-Q2 |
| LexAurum Advisors, LLC | 25,000 | $1M | 0.1% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 23,585 | $1M | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 22,917 | $1M | 0.1% | 2026-Q2 |
| RMR Capital Management, LLC added | 21,477 | $1M | 0.1% | 2026-Q2 |
| Main Street Research LLC added | 19,721 | $987K | 0.1% | 2026-Q2 |
| Berkeley Capital Partners, LLC added | 17,792 | $890K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 17,617 | $882K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 17,185 | $860K | 0.0% | 2026-Q2 |
| Heck Capital Advisors, LLC trimmed | 16,872 | $844K | 0.0% | 2026-Q2 |
| JAMES INVESTMENT RESEARCH, INC. trimmed | 16,415 | $821K | 0.0% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 16,247 | $813K | 0.0% | 2026-Q2 |
| &PARTNERS added | 15,846 | $815K | 0.0% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC added | 15,148 | $758K | 0.0% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 14,935 | $747K | 0.0% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,315 | $716K | 0.0% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC trimmed | 13,087 | $655K | 0.0% | 2026-Q2 |
| Archer Investment Corp trimmed | 12,219 | $611K | 0.0% | 2026-Q2 |
| Tennessee Valley Asset Management Partners trimmed | 12,021 | $602K | 0.0% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 11,936 | $597K | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC added | 11,453 | $573K | 0.0% | 2026-Q2 |
| City Center Advisors, LLC added | 11,079 | $554K | 0.0% | 2026-Q2 |
| Voya Financial Advisors, Inc. added | 11,077 | $559K | 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.