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Institutional Ownership · SEC Form 13F

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.

225
Institutional holders
99M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added4,336,280$215M10.8%2026-Q1
PRUDENTIAL PLC added3,189,086$158M7.9%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed3,156,984$157M7.8%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed2,351,977$117M5.8%2026-Q1
Allianz SE1,622,000$80M4.0%2026-Q1
ASSETMARK, INC added1,515,213$75M3.8%2026-Q1
LPL Financial LLC added1,490,869$74M3.7%2026-Q1
Legal & General Group Plc trimmed1,278,660$63M3.2%2026-Q1
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added924,345$46M2.3%2026-Q1
RiverFront Investment Group, LLC added856,466$43M2.1%2026-Q1
AMERIPRISE FINANCIAL INC added749,542$37M1.9%2026-Q1
Horizon Investments, LLC added722,529$36M1.8%2026-Q1
RAYMOND JAMES FINANCIAL INC added709,435$35M1.8%2026-Q1
MORGAN STANLEY trimmed661,593$33M1.6%2026-Q1
WELLS FARGO & COMPANY/MN trimmed601,919$30M1.5%2026-Q1
Advisors Capital Management, LLC added535,944$27M1.3%2026-Q1
Insight Wealth Strategies, LLC added495,996$25M1.2%2026-Q1
Klaas Financial Asset Advisors, LLC added449,909$22M1.1%2026-Q1
Bank of New York Mellon Corp trimmed425,561$21M1.1%2026-Q1
Cetera Investment Advisers added415,959$21M1.0%2026-Q1
NYL Investors LLC added399,942$20M1.0%2026-Q1
Allspring Global Investments Holdings, LLC349,813$17M0.9%2026-Q1
OSAIC HOLDINGS, INC. added312,516$16M0.8%2026-Q1
UBS Group AG trimmed307,693$15M0.8%2026-Q1
JPMORGAN CHASE & CO added307,527$15M0.8%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed305,149$15M0.8%2026-Q1
TRUIST FINANCIAL CORP added297,596$15M0.7%2026-Q1
Fund Evaluation Group, LLC297,113$15M0.7%2026-Q1
Betterment LLC added290,830$14M0.7%2026-Q1
ROYAL BANK OF CANADA trimmed280,359$14M0.7%2026-Q1
JANE STREET GROUP, LLC added267,535$13M0.7%2026-Q1
Destiny Wealth Partners, LLC added252,840$13M0.6%2026-Q1
Integrated Wealth Concepts LLC added231,131$11M0.6%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added213,569$11M0.5%2026-Q1
Eley Financial Management, Inc trimmed194,399$10M0.5%2026-Q1
Onyx Bridge Wealth Group LLC added195,963$10M0.5%2026-Q1
Mittelman Wealth Management added180,799$9M0.4%2026-Q1
HRT FINANCIAL LP added177,496$9M0.4%2026-Q1
CoreCap Advisors, LLC added172,477$9M0.4%2026-Q1
Motley Fool Wealth Management, LLC trimmed153,266$8M0.4%2026-Q1
Hennion & Walsh Asset Management, Inc. trimmed152,686$8M0.4%2026-Q1
CROBAN added144,235$7M0.4%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH trimmed143,861$7M0.4%2026-Q1
ALLSTATE CORP added132,893$7M0.3%2026-Q1
MML INVESTORS SERVICES, LLC trimmed126,792$6M0.3%2026-Q1
REGIONS FINANCIAL CORP added119,070$6M0.3%2026-Q1
Janney Montgomery Scott LLC trimmed119,067$6M0.3%2026-Q1
Thoma Capital Management LLC added114,368$6M0.3%2026-Q1
Wealthcare Advisory Partners LLC added113,962$6M0.3%2026-Q1
MCF Advisors LLC added111,921$6M0.3%2026-Q1
NorthCoast Asset Management LLC added111,884$6M0.3%2026-Q1
North Dakota State Investment Board111,002$6M0.3%2026-Q1
Investors Research Corp added104,226$5M0.3%2026-Q1
Maia Wealth LLC added100,217$5M0.2%2026-Q1
CVS HEALTH Corp new100,000$5M0.2%2026-Q1
Shum Financial Group, Inc. added99,669$5M0.2%2026-Q1
LaSalle St. Investment Advisors, LLC trimmed93,264$5M0.2%2026-Q1
TITLEIST ASSET MANAGEMENT, LLC added79,751$4M0.2%2026-Q1
Arch Global Advisors, LLC new76,439$4M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed75,003$4M0.2%2026-Q1
Pinnacle Family Advisors, LLC trimmed71,322$4M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added66,207$3M0.2%2026-Q1
D.A. DAVIDSON & CO. added63,990$3M0.2%2026-Q1
Trajan Wealth LLC added56,083$3M0.1%2026-Q1
SlateStone Wealth, LLC trimmed55,130$3M0.1%2026-Q1
STIFEL FINANCIAL CORP trimmed54,438$3M0.1%2026-Q1
PRUDENTIAL FINANCIAL INC new54,378$3M0.1%2026-Q1
Checchi Capital Advisers, LLC trimmed47,677$2M0.1%2026-Q1
JONES FINANCIAL COMPANIES LLLP added44,860$2M0.1%2026-Q1
Apollon Wealth Management, LLC new43,751$2M0.1%2026-Q1
Private Advisor Group, LLC added43,435$2M0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed40,411$2M0.1%2026-Q1
TWO SIGMA SECURITIES, LLC added36,660$2M0.1%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed36,263$2M0.1%2026-Q1
Sovran Advisors, LLC added34,793$2M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed32,843$2M0.1%2026-Q1
Tranquilli Financial Advisor LLC added32,413$2M0.1%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed32,077$2M0.1%2026-Q1
Wealthfront Advisers LLC trimmed30,262$2M0.1%2026-Q1
Valtrion Capital Management, LLC added29,134$1M0.1%2026-Q1
Allianz Investment Management U.S. LLC1,622,000$84M4.2%2025-Q3 stale
COUNTRY TRUST BANK927,000$47M2.3%2025-Q4 stale
Liberty Mutual Group Asset Management Inc. trimmed722,063$36M1.8%2025-Q4 stale
MARINER INVESTMENT GROUP LLC new400,000$20M1.0%2025-Q4 stale
San Luis Wealth Advisors LLC298,036$15M0.7%2025-Q1 stale
CAPSTONE INVESTMENT ADVISORS, LLC added159,501$8M0.4%2025-Q3 stale
RIVERNORTH CAPITAL MANAGEMENT, LLC added155,317$8M0.4%2025-Q4 stale
Cosner Financial Group, LLC added149,531$8M0.4%2025-Q4 stale
WESPAC Advisors SoCal, LLC trimmed141,056$7M0.4%2025-Q4 stale
Systelligence, LLC new134,248$7M0.3%2025-Q4 stale
CW Advisors, LLC added125,731$6M0.3%2025-Q2 stale
NewEdge Advisors, LLC trimmed100,595$5M0.3%2025-Q4 stale
Quadrature Capital Ltd added75,466$4M0.2%2025-Q1 stale
Diversify Advisory Services, LLC new70,522$4M0.2%2025-Q4 stale
Delta Financial Group, Inc. trimmed59,018$3M0.1%2025-Q1 stale
OLD MISSION CAPITAL LLC added48,006$2M0.1%2025-Q1 stale
Strive Asset Management, LLC added45,118$2M0.1%2025-Q3 stale
INTEGRITY ALLIANCE, LLC. new39,460$2M0.1%2025-Q3 stale
Pinnacle Financial Partners Inc added34,815$2M0.1%2025-Q1 stale
GOLDMAN SACHS GROUP INC added29,547$1M0.1%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.

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