Who owns IGLD (IGLD)
Which tracked institutional funds hold IGLD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IGLD 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.
How the tape is positioned
32 tracked funds added or opened IGLD while 11 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
IGLD’s largest tracked holder by dollar value, LPL Financial LLC, 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 IGLD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IGLD 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 127 tracked filers holding IGLD, 84 increased or opened the position and 48 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 IGLD 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 6
- Aptus Capital Advisors, LLC$24M
- FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$3M
- Rockport Wealth LLC$2M
- KINGSWOOD WEALTH ADVISORS, LLC$1M
- INSIGNEO ADVISORY SERVICES, LLC$643K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$583K
Full exits 3
- Janney Montgomery Scott LLC$4M
- OLD MISSION CAPITAL LLC$934K
- Pine Valley Investments Ltd Liability Co$558K
Largest adds
- LPL Financial LLC$23M
- TRUIST FINANCIAL CORP$6M
- COMMONWEALTH EQUITY SERVICES, LLC$5M
- OSAIC HOLDINGS, INC.$3M
- Cetera Investment Advisers$3M
- Cavalier Investments, LLC$2M
Largest trims
- Luken Investment Analytics, LLC$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- BENJAMIN EDWARDS INC$1M
- Sanctuary Advisors, LLC$449K
- Sigma Planning Corp$389K
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$387K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 2,382,065 | $61M | 15.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,222,999 | $31M | 8.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 1,103,798 | $28M | 7.2% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 938,512 | $24M | 6.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 750,951 | $19M | 4.9% | 2026-Q1 |
| Luken Investment Analytics, LLC trimmed | 747,915 | $19M | 4.9% | 2026-Q1 |
| Hilton Capital Management, LLC trimmed | 596,223 | $15M | 3.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 561,586 | $14M | 3.7% | 2026-Q1 |
| Cetera Investment Advisers added | 552,819 | $14M | 3.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 446,675 | $11M | 2.9% | 2026-Q1 |
| HFG Wealth Management, LLC trimmed | 416,956 | $11M | 2.7% | 2026-Q1 |
| Cavalier Investments, LLC added | 323,655 | $8M | 2.1% | 2026-Q1 |
| XML Financial, LLC added | 308,983 | $8M | 2.0% | 2026-Q1 |
| Thrive Capital Management, LLC trimmed | 281,595 | $7M | 1.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 220,099 | $6M | 1.4% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 179,505 | $5M | 1.2% | 2026-Q1 |
| Insight Advisors, LLC/ PA added | 167,358 | $4M | 1.1% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 147,689 | $4M | 1.0% | 2026-Q1 |
| 3EDGE Asset Management, LP trimmed | 141,245 | $4M | 0.9% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 134,936 | $3M | 0.9% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 127,823 | $3M | 0.8% | 2026-Q1 |
| RiverTree Advisors, LLC added | 112,491 | $3M | 0.7% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 111,373 | $3M | 0.7% | 2026-Q1 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. new | 111,268 | $3M | 0.7% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 102,123 | $3M | 0.7% | 2026-Q1 |
| Prostatis Group LLC trimmed | 100,155 | $3M | 0.7% | 2026-Q1 |
| Asset One Wealth Management LLC added | 91,208 | $2M | 0.6% | 2026-Q1 |
| CORRADO ADVISORS, LLC trimmed | 84,920 | $2M | 0.6% | 2026-Q1 |
| Delta Investment Management, LLC added | 81,866 | $2M | 0.5% | 2026-Q1 |
| SHP Wealth Management added | 81,726 | $2M | 0.5% | 2026-Q1 |
| Bison Wealth, LLC added | 82,127 | $2M | 0.5% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 75,493 | $2M | 0.5% | 2026-Q1 |
| Marion Wealth Management trimmed | 73,773 | $2M | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 73,457 | $2M | 0.5% | 2026-Q1 |
| Mariner, LLC added | 69,359 | $2M | 0.5% | 2026-Q1 |
| Hamilton Wealth, LLC added | 67,062 | $2M | 0.4% | 2026-Q1 |
| Rockport Wealth LLC new | 66,761 | $2M | 0.4% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 65,229 | $2M | 0.4% | 2026-Q1 |
| MTM Investment Management, LLC trimmed | 62,655 | $2M | 0.4% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 61,564 | $2M | 0.4% | 2026-Q1 |
| World Investment Advisors added | 61,454 | $2M | 0.4% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC new | 53,657 | $1M | 0.3% | 2026-Q1 |
| Mutual Advisors, LLC added | 52,519 | $1M | 0.3% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 45,400 | $1M | 0.3% | 2026-Q1 |
| NORTHCAPE WEALTH MANAGEMENT, LLC added | 44,267 | $1M | 0.3% | 2026-Q1 |
| Walser Wealth Management Company, A Ltd Liability Co trimmed | 44,163 | $1M | 0.3% | 2026-Q1 |
| BOS Asset Management, LLC added | 43,720 | $1M | 0.3% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 43,013 | $1M | 0.3% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 42,456 | $1M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 41,200 | $1M | 0.3% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 41,083 | $1M | 0.3% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. trimmed | 40,861 | $1M | 0.3% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 40,343 | $1M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 38,421 | $981K | 0.3% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 38,104 | $973K | 0.2% | 2026-Q1 |
| Sigma Planning Corp trimmed | 37,222 | $950K | 0.2% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. added | 31,543 | $805K | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC added | 9,515 | $798K | 0.2% | 2026-Q1 |
| Sloy Dahl & Holst, LLC trimmed | 28,750 | $734K | 0.2% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 28,512 | $728K | 0.2% | 2026-Q1 |
| Triumph Capital Management added | 27,666 | $706K | 0.2% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 27,647 | $706K | 0.2% | 2026-Q1 |
| Compound Planning, Inc. added | 27,174 | $694K | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 26,983 | $689K | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 26,305 | $672K | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 25,446 | $650K | 0.2% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC new | 25,200 | $643K | 0.2% | 2026-Q1 |
| Cherry Creek Investment Advisors, Inc. trimmed | 24,811 | $633K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 24,304 | $620K | 0.2% | 2026-Q1 |
| Independent Wealth Network Inc. added | 23,918 | $611K | 0.2% | 2026-Q1 |
| Encompass More Asset Management trimmed | 23,140 | $591K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 22,821 | $583K | 0.1% | 2026-Q1 |
| GREENWOOD CAPITAL ASSOCIATES LLC added | 20,336 | $519K | 0.1% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 19,413 | $496K | 0.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 19,002 | $485K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 18,507 | $472K | 0.1% | 2026-Q1 |
| Brookstone Capital Management added | 18,430 | $471K | 0.1% | 2026-Q1 |
| Novak & Powell Financial Services, Inc. trimmed | 18,400 | $470K | 0.1% | 2026-Q1 |
| Legacy Wealth Managment, LLC/ID added | 18,381 | $469K | 0.1% | 2026-Q1 |
| &PARTNERS added | 18,095 | $462K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance new | 17,900 | $457K | 0.1% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 17,793 | $454K | 0.1% | 2026-Q1 |
| Collaborative Wealth Managment Inc. added | 17,709 | $452K | 0.1% | 2026-Q1 |
| Exit Wealth Advisors, LLC. added | 17,361 | $443K | 0.1% | 2026-Q1 |
| Cambridge Advisors Inc. added | 17,349 | $443K | 0.1% | 2026-Q1 |
| 180 WEALTH ADVISORS, LLC added | 17,304 | $442K | 0.1% | 2026-Q1 |
| CROSSPOINT FINANCIAL, LLC added | 16,750 | $428K | 0.1% | 2026-Q1 |
| Garden State Investment Advisory Services LLC new | 15,550 | $397K | 0.1% | 2026-Q1 |
| Archer Investment Corp added | 15,454 | $395K | 0.1% | 2026-Q1 |
| Balboa Wealth Partners trimmed | 13,955 | $356K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 164,698 | $4M | 1.1% | 2025-Q4 stale |
| Mission Financial Group, LLC added | 138,890 | $4M | 0.9% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 129,485 | $3M | 0.7% | 2025-Q2 stale |
| OLD MISSION CAPITAL LLC added | 37,355 | $934K | 0.2% | 2025-Q4 stale |
| Bullseye Investment Management, LLC | 38,688 | $811K | 0.2% | 2025-Q3 stale |
| Newbridge Financial Services Group, Inc. new | 27,882 | $667K | 0.2% | 2025-Q3 stale |
| Pine Valley Investments Ltd Liability Co added | 22,320 | $558K | 0.1% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 22,212 | $482K | 0.1% | 2025-Q2 stale |
| SYNOVUS FINANCIAL CORP new | 19,493 | $467K | 0.1% | 2025-Q3 stale |
| SteelPeak Wealth, LLC trimmed | 17,500 | $438K | 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.