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Institutional Ownership · SEC Form 13F

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.

127
Institutional holders
14,967,194
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
LPL Financial LLC added2,382,065$61M15.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed1,222,999$31M8.0%2026-Q1
TRUIST FINANCIAL CORP added1,103,798$28M7.2%2026-Q1
Aptus Capital Advisors, LLC trimmed938,512$24M6.1%2026-Q1
Kestra Advisory Services, LLC trimmed750,951$19M4.9%2026-Q1
Luken Investment Analytics, LLC trimmed747,915$19M4.9%2026-Q1
Hilton Capital Management, LLC trimmed596,223$15M3.9%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added561,586$14M3.7%2026-Q1
Cetera Investment Advisers added552,819$14M3.6%2026-Q1
OSAIC HOLDINGS, INC. added446,675$11M2.9%2026-Q1
HFG Wealth Management, LLC trimmed416,956$11M2.7%2026-Q1
Cavalier Investments, LLC added323,655$8M2.1%2026-Q1
XML Financial, LLC added308,983$8M2.0%2026-Q1
Thrive Capital Management, LLC trimmed281,595$7M1.8%2026-Q1
Cambridge Investment Research Advisors, Inc. added220,099$6M1.4%2026-Q1
Sanctuary Advisors, LLC trimmed179,505$5M1.2%2026-Q1
Insight Advisors, LLC/ PA added167,358$4M1.1%2026-Q1
Snowden Capital Advisors LLC added147,689$4M1.0%2026-Q1
3EDGE Asset Management, LP trimmed141,245$4M0.9%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC trimmed134,936$3M0.9%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed127,823$3M0.8%2026-Q1
RiverTree Advisors, LLC added112,491$3M0.7%2026-Q1
Integrated Wealth Concepts LLC added111,373$3M0.7%2026-Q1
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. new111,268$3M0.7%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC added102,123$3M0.7%2026-Q1
Prostatis Group LLC trimmed100,155$3M0.7%2026-Q1
Asset One Wealth Management LLC added91,208$2M0.6%2026-Q1
CORRADO ADVISORS, LLC trimmed84,920$2M0.6%2026-Q1
Delta Investment Management, LLC added81,866$2M0.5%2026-Q1
SHP Wealth Management added81,726$2M0.5%2026-Q1
Bison Wealth, LLC added82,127$2M0.5%2026-Q1
Foundations Investment Advisors, LLC trimmed75,493$2M0.5%2026-Q1
Marion Wealth Management trimmed73,773$2M0.5%2026-Q1
HighTower Advisors, LLC trimmed73,457$2M0.5%2026-Q1
Mariner, LLC added69,359$2M0.5%2026-Q1
Hamilton Wealth, LLC added67,062$2M0.4%2026-Q1
Rockport Wealth LLC new66,761$2M0.4%2026-Q1
Gladstone Institutional Advisory LLC added65,229$2M0.4%2026-Q1
MTM Investment Management, LLC trimmed62,655$2M0.4%2026-Q1
HARBOUR INVESTMENTS, INC. added61,564$2M0.4%2026-Q1
World Investment Advisors added61,454$2M0.4%2026-Q1
KINGSWOOD WEALTH ADVISORS, LLC new53,657$1M0.3%2026-Q1
Mutual Advisors, LLC added52,519$1M0.3%2026-Q1
D.A. DAVIDSON & CO. added45,400$1M0.3%2026-Q1
NORTHCAPE WEALTH MANAGEMENT, LLC added44,267$1M0.3%2026-Q1
Walser Wealth Management Company, A Ltd Liability Co trimmed44,163$1M0.3%2026-Q1
BOS Asset Management, LLC added43,720$1M0.3%2026-Q1
Orion Porfolio Solutions, LLC added43,013$1M0.3%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. trimmed42,456$1M0.3%2026-Q1
Private Advisor Group, LLC added41,200$1M0.3%2026-Q1
BENJAMIN EDWARDS INC trimmed41,083$1M0.3%2026-Q1
Pinnacle Financial Partners, Inc. trimmed40,861$1M0.3%2026-Q1
Clear Creek Financial Management, LLC added40,343$1M0.3%2026-Q1
FIRST TRUST ADVISORS LP added38,421$981K0.3%2026-Q1
Ameritas Advisory Services, LLC trimmed38,104$973K0.2%2026-Q1
Sigma Planning Corp trimmed37,222$950K0.2%2026-Q1
CENTAURUS FINANCIAL, INC. added31,543$805K0.2%2026-Q1
NewEdge Advisors, LLC added9,515$798K0.2%2026-Q1
Sloy Dahl & Holst, LLC trimmed28,750$734K0.2%2026-Q1
SBI Securities Co., Ltd. added28,512$728K0.2%2026-Q1
Triumph Capital Management added27,666$706K0.2%2026-Q1
Prime Capital Investment Advisors, LLC added27,647$706K0.2%2026-Q1
Compound Planning, Inc. added27,174$694K0.2%2026-Q1
Prospera Financial Services Inc added26,983$689K0.2%2026-Q1
OPPENHEIMER & CO INC added26,305$672K0.2%2026-Q1
Kingsview Wealth Management, LLC trimmed25,446$650K0.2%2026-Q1
INSIGNEO ADVISORY SERVICES, LLC new25,200$643K0.2%2026-Q1
Cherry Creek Investment Advisors, Inc. trimmed24,811$633K0.2%2026-Q1
MML INVESTORS SERVICES, LLC added24,304$620K0.2%2026-Q1
Independent Wealth Network Inc. added23,918$611K0.2%2026-Q1
Encompass More Asset Management trimmed23,140$591K0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed22,821$583K0.1%2026-Q1
GREENWOOD CAPITAL ASSOCIATES LLC added20,336$519K0.1%2026-Q1
U.S. Capital Wealth Advisors, LLC added19,413$496K0.1%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed19,002$485K0.1%2026-Q1
Arkadios Wealth Advisors added18,507$472K0.1%2026-Q1
Brookstone Capital Management added18,430$471K0.1%2026-Q1
Novak & Powell Financial Services, Inc. trimmed18,400$470K0.1%2026-Q1
Legacy Wealth Managment, LLC/ID added18,381$469K0.1%2026-Q1
&PARTNERS added18,095$462K0.1%2026-Q1
Independent Advisor Alliance new17,900$457K0.1%2026-Q1
Capital Investment Advisory Services, LLC added17,793$454K0.1%2026-Q1
Collaborative Wealth Managment Inc. added17,709$452K0.1%2026-Q1
Exit Wealth Advisors, LLC. added17,361$443K0.1%2026-Q1
Cambridge Advisors Inc. added17,349$443K0.1%2026-Q1
180 WEALTH ADVISORS, LLC added17,304$442K0.1%2026-Q1
CROSSPOINT FINANCIAL, LLC added16,750$428K0.1%2026-Q1
Garden State Investment Advisory Services LLC new15,550$397K0.1%2026-Q1
Archer Investment Corp added15,454$395K0.1%2026-Q1
Balboa Wealth Partners trimmed13,955$356K0.1%2026-Q1
Janney Montgomery Scott LLC added164,698$4M1.1%2025-Q4 stale
Mission Financial Group, LLC added138,890$4M0.9%2025-Q1 stale
AVANTAX ADVISORY SERVICES, INC. added129,485$3M0.7%2025-Q2 stale
OLD MISSION CAPITAL LLC added37,355$934K0.2%2025-Q4 stale
Bullseye Investment Management, LLC38,688$811K0.2%2025-Q3 stale
Newbridge Financial Services Group, Inc. new27,882$667K0.2%2025-Q3 stale
Pine Valley Investments Ltd Liability Co added22,320$558K0.1%2025-Q4 stale
JANE STREET GROUP, LLC added22,212$482K0.1%2025-Q2 stale
SYNOVUS FINANCIAL CORP new19,493$467K0.1%2025-Q3 stale
SteelPeak Wealth, LLC trimmed17,500$438K0.1%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