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-Q1 13F filings (latest filed 2026-05-18). 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
43 tracked funds added or opened IGLB while 55 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
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 0.1% of theirs — a 0.1pp 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 2025-Q4 and 2026-Q1, across 225 tracked filers holding IGLB, 103 increased or opened the position and 129 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 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 10
- CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$46M
- JANE STREET GROUP, LLC$13M
- Destiny Wealth Partners, LLC$13M
- CVS HEALTH Corp$5M
- Arch Global Advisors, LLC$4M
- PRUDENTIAL FINANCIAL INC$3M
Full exits 19
- COUNTRY TRUST BANK$47M
- Liberty Mutual Group Asset Management Inc.$36M
- MARINER INVESTMENT GROUP LLC$20M
- RIVERNORTH CAPITAL MANAGEMENT, LLC$8M
- Cosner Financial Group, LLC$8M
- WESPAC Advisors SoCal, LLC$7M
Largest adds
- BlackRock, Inc.$32M
- LPL Financial LLC$20M
- Klaas Financial Asset Advisors, LLC$11M
- Horizon Investments, LLC$9M
- PRUDENTIAL PLC$4M
- Integrated Wealth Concepts LLC$4M
Largest trims
- Gallagher Fiduciary Advisors, LLC$63M
- Kestra Investment Management, LLC$46M
- Legal & General Group Plc$46M
- ENVESTNET ASSET MANAGEMENT INC$29M
- MORGAN STANLEY$23M
- Tennessee Valley Asset Management Partners$23M
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 4,336,280 | $215M | 10.8% | 2026-Q1 |
| PRUDENTIAL PLC added | 3,189,086 | $158M | 7.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,156,984 | $157M | 7.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,351,977 | $117M | 5.8% | 2026-Q1 |
| Allianz SE | 1,622,000 | $80M | 4.0% | 2026-Q1 |
| ASSETMARK, INC added | 1,515,213 | $75M | 3.8% | 2026-Q1 |
| LPL Financial LLC added | 1,490,869 | $74M | 3.7% | 2026-Q1 |
| Legal & General Group Plc trimmed | 1,278,660 | $63M | 3.2% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 924,345 | $46M | 2.3% | 2026-Q1 |
| RiverFront Investment Group, LLC added | 856,466 | $43M | 2.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 749,542 | $37M | 1.9% | 2026-Q1 |
| Horizon Investments, LLC added | 722,529 | $36M | 1.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 709,435 | $35M | 1.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 661,593 | $33M | 1.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 601,919 | $30M | 1.5% | 2026-Q1 |
| Advisors Capital Management, LLC added | 535,944 | $27M | 1.3% | 2026-Q1 |
| Insight Wealth Strategies, LLC added | 495,996 | $25M | 1.2% | 2026-Q1 |
| Klaas Financial Asset Advisors, LLC added | 449,909 | $22M | 1.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 425,561 | $21M | 1.1% | 2026-Q1 |
| Cetera Investment Advisers added | 415,959 | $21M | 1.0% | 2026-Q1 |
| NYL Investors LLC added | 399,942 | $20M | 1.0% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | 349,813 | $17M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 312,516 | $16M | 0.8% | 2026-Q1 |
| UBS Group AG trimmed | 307,693 | $15M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 307,527 | $15M | 0.8% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 305,149 | $15M | 0.8% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 297,596 | $15M | 0.7% | 2026-Q1 |
| Fund Evaluation Group, LLC | 297,113 | $15M | 0.7% | 2026-Q1 |
| Betterment LLC added | 290,830 | $14M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 280,359 | $14M | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 267,535 | $13M | 0.7% | 2026-Q1 |
| Destiny Wealth Partners, LLC added | 252,840 | $13M | 0.6% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 231,131 | $11M | 0.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 213,569 | $11M | 0.5% | 2026-Q1 |
| Eley Financial Management, Inc trimmed | 194,399 | $10M | 0.5% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC added | 195,963 | $10M | 0.5% | 2026-Q1 |
| Mittelman Wealth Management added | 180,799 | $9M | 0.4% | 2026-Q1 |
| HRT FINANCIAL LP added | 177,496 | $9M | 0.4% | 2026-Q1 |
| CoreCap Advisors, LLC added | 172,477 | $9M | 0.4% | 2026-Q1 |
| Motley Fool Wealth Management, LLC trimmed | 153,266 | $8M | 0.4% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. trimmed | 152,686 | $8M | 0.4% | 2026-Q1 |
| CROBAN added | 144,235 | $7M | 0.4% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 143,861 | $7M | 0.4% | 2026-Q1 |
| ALLSTATE CORP added | 132,893 | $7M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 126,792 | $6M | 0.3% | 2026-Q1 |
| REGIONS FINANCIAL CORP added | 119,070 | $6M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 119,067 | $6M | 0.3% | 2026-Q1 |
| Thoma Capital Management LLC added | 114,368 | $6M | 0.3% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 113,962 | $6M | 0.3% | 2026-Q1 |
| MCF Advisors LLC added | 111,921 | $6M | 0.3% | 2026-Q1 |
| NorthCoast Asset Management LLC added | 111,884 | $6M | 0.3% | 2026-Q1 |
| North Dakota State Investment Board | 111,002 | $6M | 0.3% | 2026-Q1 |
| Investors Research Corp added | 104,226 | $5M | 0.3% | 2026-Q1 |
| Maia Wealth LLC added | 100,217 | $5M | 0.2% | 2026-Q1 |
| CVS HEALTH Corp new | 100,000 | $5M | 0.2% | 2026-Q1 |
| Shum Financial Group, Inc. added | 99,669 | $5M | 0.2% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC trimmed | 93,264 | $5M | 0.2% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC added | 79,751 | $4M | 0.2% | 2026-Q1 |
| Arch Global Advisors, LLC new | 76,439 | $4M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 75,003 | $4M | 0.2% | 2026-Q1 |
| Pinnacle Family Advisors, LLC trimmed | 71,322 | $4M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 66,207 | $3M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 63,990 | $3M | 0.2% | 2026-Q1 |
| Trajan Wealth LLC added | 56,083 | $3M | 0.1% | 2026-Q1 |
| SlateStone Wealth, LLC trimmed | 55,130 | $3M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 54,438 | $3M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC new | 54,378 | $3M | 0.1% | 2026-Q1 |
| Checchi Capital Advisers, LLC trimmed | 47,677 | $2M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 44,860 | $2M | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC new | 43,751 | $2M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 43,435 | $2M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 40,411 | $2M | 0.1% | 2026-Q1 |
| TWO SIGMA SECURITIES, LLC added | 36,660 | $2M | 0.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 36,263 | $2M | 0.1% | 2026-Q1 |
| Sovran Advisors, LLC added | 34,793 | $2M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 32,843 | $2M | 0.1% | 2026-Q1 |
| Tranquilli Financial Advisor LLC added | 32,413 | $2M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 32,077 | $2M | 0.1% | 2026-Q1 |
| Wealthfront Advisers LLC trimmed | 30,262 | $2M | 0.1% | 2026-Q1 |
| Valtrion Capital Management, LLC added | 29,134 | $1M | 0.1% | 2026-Q1 |
| Allianz Investment Management U.S. LLC | 1,622,000 | $84M | 4.2% | 2025-Q3 stale |
| COUNTRY TRUST BANK | 927,000 | $47M | 2.3% | 2025-Q4 stale |
| Liberty Mutual Group Asset Management Inc. trimmed | 722,063 | $36M | 1.8% | 2025-Q4 stale |
| MARINER INVESTMENT GROUP LLC new | 400,000 | $20M | 1.0% | 2025-Q4 stale |
| San Luis Wealth Advisors LLC | 298,036 | $15M | 0.7% | 2025-Q1 stale |
| CAPSTONE INVESTMENT ADVISORS, LLC added | 159,501 | $8M | 0.4% | 2025-Q3 stale |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 155,317 | $8M | 0.4% | 2025-Q4 stale |
| Cosner Financial Group, LLC added | 149,531 | $8M | 0.4% | 2025-Q4 stale |
| WESPAC Advisors SoCal, LLC trimmed | 141,056 | $7M | 0.4% | 2025-Q4 stale |
| Systelligence, LLC new | 134,248 | $7M | 0.3% | 2025-Q4 stale |
| CW Advisors, LLC added | 125,731 | $6M | 0.3% | 2025-Q2 stale |
| NewEdge Advisors, LLC trimmed | 100,595 | $5M | 0.3% | 2025-Q4 stale |
| Quadrature Capital Ltd added | 75,466 | $4M | 0.2% | 2025-Q1 stale |
| Diversify Advisory Services, LLC new | 70,522 | $4M | 0.2% | 2025-Q4 stale |
| Delta Financial Group, Inc. trimmed | 59,018 | $3M | 0.1% | 2025-Q1 stale |
| OLD MISSION CAPITAL LLC added | 48,006 | $2M | 0.1% | 2025-Q1 stale |
| Strive Asset Management, LLC added | 45,118 | $2M | 0.1% | 2025-Q3 stale |
| INTEGRITY ALLIANCE, LLC. new | 39,460 | $2M | 0.1% | 2025-Q3 stale |
| Pinnacle Financial Partners Inc added | 34,815 | $2M | 0.1% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC added | 29,547 | $1M | 0.1% | 2025-Q4 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.