Who owns 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-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
16 tracked funds added or opened IGLD while 40 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
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 2026-Q1 and 2026-Q2, across 141 tracked filers holding IGLD, 95 increased or opened the position and 59 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 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 8
- THOR TRADING ADVISORS, LLC$6M
- ARQ WEALTH ADVISORS, LLC$4M
- PRINCIPAL SECURITIES, INC.$4M
- RETIREMENT GUYS FORMULA LLC$3M
- Mission Financial Group, LLC$3M
- MAI Capital Management$784K
Full exits 6
- Aptus Capital Advisors, LLC$24M
- Cambridge Investment Research Advisors, Inc.$6M
- HighTower Advisors, LLC$2M
- Sigma Planning Corp$950K
- CENTAURUS FINANCIAL, INC.$805K
- Compound Planning, Inc.$694K
Largest adds
- LPL Financial LLC$3M
- Integrated Wealth Concepts LLC$2M
- Cetera Investment Advisers$1M
- Ameritas Advisory Services, LLC$867K
- NewEdge Advisors, LLC$818K
- SBI Securities Co., Ltd.$436K
Largest trims
- Luken Investment Analytics, LLC$19M
- HFG Wealth Management, LLC$6M
- ENVESTNET ASSET MANAGEMENT INC$3M
- Kestra Advisory Services, LLC$3M
- Hilton Capital Management, LLC$3M
- RiverTree Advisors, LLC$2M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 3,010,754 | $63M | 20.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,341,776 | $28M | 9.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 1,243,278 | $26M | 8.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 777,249 | $16M | 5.2% | 2026-Q2 |
| Cetera Investment Advisers added | 719,977 | $15M | 4.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 607,096 | $13M | 4.1% | 2026-Q2 |
| Hilton Capital Management, LLC added | 602,983 | $13M | 4.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 429,350 | $9M | 2.9% | 2026-Q2 |
| Cavalier Investments, LLC | 323,655 | $7M | 2.2% | 2026-Q2 |
| XML Financial, LLC added | 323,020 | $7M | 2.2% | 2026-Q2 |
| THOR TRADING ADVISORS, LLC new | 294,537 | $6M | 2.0% | 2026-Q2 |
| HFG Wealth Management, LLC trimmed | 240,859 | $5M | 1.6% | 2026-Q2 |
| Thrive Capital Management, LLC trimmed | 230,760 | $5M | 1.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 225,819 | $5M | 1.5% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC new | 206,520 | $4M | 1.4% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 202,438 | $4M | 1.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 183,777 | $4M | 1.2% | 2026-Q2 |
| Insight Advisors, LLC/ PA trimmed | 165,895 | $3M | 1.1% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 156,008 | $3M | 1.0% | 2026-Q2 |
| 3EDGE Asset Management, LP added | 151,527 | $3M | 1.0% | 2026-Q2 |
| RETIREMENT GUYS FORMULA LLC new | 142,918 | $3M | 1.0% | 2026-Q2 |
| Mission Financial Group, LLC added | 141,149 | $3M | 0.9% | 2026-Q2 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. added | 133,196 | $3M | 0.9% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 118,222 | $2M | 0.8% | 2026-Q2 |
| Prostatis Group LLC added | 114,496 | $2M | 0.8% | 2026-Q2 |
| Asset One Wealth Management LLC added | 107,763 | $2M | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 105,094 | $2M | 0.7% | 2026-Q2 |
| SHP Wealth Management added | 100,621 | $2M | 0.7% | 2026-Q2 |
| Bison Wealth, LLC added | 98,586 | $2M | 0.7% | 2026-Q2 |
| Delta Investment Management, LLC added | 96,364 | $2M | 0.6% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 87,337 | $2M | 0.6% | 2026-Q2 |
| CORRADO ADVISORS, LLC added | 86,787 | $2M | 0.6% | 2026-Q2 |
| Rockport Wealth LLC added | 81,420 | $2M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 76,743 | $2M | 0.5% | 2026-Q2 |
| Marion Wealth Management added | 76,289 | $2M | 0.5% | 2026-Q2 |
| Mutual Advisors, LLC added | 72,221 | $2M | 0.5% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 71,303 | $2M | 0.5% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 64,668 | $1M | 0.4% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 63,849 | $1M | 0.4% | 2026-Q2 |
| MTM Investment Management, LLC trimmed | 61,855 | $1M | 0.4% | 2026-Q2 |
| World Investment Advisors trimmed | 61,377 | $1M | 0.5% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 55,606 | $1M | 0.4% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 55,267 | $1M | 0.4% | 2026-Q2 |
| Clear Creek Financial Management, LLC added | 50,554 | $1M | 0.3% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 47,363 | $997K | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 47,020 | $990K | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 46,474 | $979K | 0.3% | 2026-Q2 |
| NORTHCAPE WEALTH MANAGEMENT, LLC added | 44,908 | $946K | 0.3% | 2026-Q2 |
| Walser Wealth Management Company, A Ltd Liability Co trimmed | 44,093 | $929K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 43,073 | $907K | 0.3% | 2026-Q2 |
| GREENWOOD CAPITAL ASSOCIATES LLC added | 41,328 | $870K | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 40,545 | $854K | 0.3% | 2026-Q2 |
| MAI Capital Management new | 37,222 | $784K | 0.2% | 2026-Q2 |
| BOS Asset Management, LLC trimmed | 35,715 | $752K | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 35,116 | $739K | 0.2% | 2026-Q2 |
| Triumph Capital Management added | 32,027 | $674K | 0.2% | 2026-Q2 |
| American Institute for Advanced Investment Management, LLP new | 30,750 | $648K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 30,042 | $633K | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 29,999 | $632K | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 29,665 | $625K | 0.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 29,553 | $622K | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 28,838 | $607K | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 28,757 | $606K | 0.2% | 2026-Q2 |
| Sloy Dahl & Holst, LLC | 28,750 | $605K | 0.2% | 2026-Q2 |
| Encompass More Asset Management added | 28,583 | $602K | 0.2% | 2026-Q2 |
| Independent Wealth Network Inc. added | 24,131 | $508K | 0.2% | 2026-Q2 |
| 180 WEALTH ADVISORS, LLC added | 22,798 | $480K | 0.2% | 2026-Q2 |
| Arax Advisory Partners new | 22,673 | $477K | 0.2% | 2026-Q2 |
| Collaborative Wealth Managment Inc. added | 22,366 | $471K | 0.1% | 2026-Q2 |
| Brookstone Capital Management added | 22,325 | $470K | 0.1% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co trimmed | 22,322 | $470K | 0.1% | 2026-Q2 |
| Legacy Wealth Managment, LLC/ID added | 22,164 | $467K | 0.1% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. trimmed | 22,058 | $465K | 0.1% | 2026-Q2 |
| Luken Investment Analytics, LLC trimmed | 22,026 | $464K | 0.1% | 2026-Q2 |
| TRANSCEND CAPITAL ADVISORS, LLC new | 21,500 | $453K | 0.1% | 2026-Q2 |
| Hamilton Wealth, LLC trimmed | 21,376 | $450K | 0.1% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 21,343 | $449K | 0.1% | 2026-Q2 |
| Cherry Creek Investment Advisors, Inc. trimmed | 21,237 | $447K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 20,795 | $438K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 19,074 | $402K | 0.1% | 2026-Q2 |
| Novak & Powell Financial Services, Inc. added | 18,600 | $392K | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 18,095 | $381K | 0.1% | 2026-Q2 |
| RiverTree Advisors, LLC trimmed | 17,995 | $379K | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 17,961 | $378K | 0.1% | 2026-Q2 |
| Cambridge Advisors Inc. added | 17,914 | $377K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 17,707 | $373K | 0.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC trimmed | 17,200 | $362K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 17,102 | $360K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 16,918 | $356K | 0.1% | 2026-Q2 |
| Archer Investment Corp added | 16,016 | $337K | 0.1% | 2026-Q2 |
| Global Assets Advisory, LLC added | 14,689 | $305K | 0.1% | 2026-Q2 |
| Exit Wealth Advisors, LLC. trimmed | 14,438 | $304K | 0.1% | 2026-Q2 |
| Intrua Financial, LLC added | 14,410 | $303K | 0.1% | 2026-Q2 |
| Horizon Advisory Services, Inc. added | 13,241 | $279K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC new | 13,138 | $277K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 12,945 | $273K | 0.1% | 2026-Q2 |
| Manhattan West Asset Management, LLC new | 12,937 | $272K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 12,821 | $270K | 0.1% | 2026-Q2 |
| Stirlingshire Investments, Inc. new | 12,731 | $268K | 0.1% | 2026-Q2 |
| COLUMBIA ADVISORY PARTNERS LLC trimmed | 12,552 | $264K | 0.1% | 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.