Who owns IGM
Which tracked institutional funds hold IGM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IGM 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
The tracked-fund tape on IGM is one-sided between 2026-Q1 and 2026-Q2: 224 added or opened and 41 trimmed or exited — on balance accumulating.
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
IGM’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, 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 IGM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IGM 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 529 tracked filers holding IGM, 201 increased or opened the position and 234 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 IGM 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 17
- Coppell Advisory Solutions LLC$38M
- EXCHANGE TRADED CONCEPTS, LLC$24M
- Seven Bridges Advisors LLC$20M
- Global Retirement Partners, LLC$10M
- NewEdge Advisors, LLC$8M
- Avior Wealth Management, LLC$6M
Full exits 27
- Janney Montgomery Scott LLC$118M
- Mathes Company, Inc.$15M
- Cambridge Investment Research Advisors, Inc.$12M
- GM Advisory Group, LLC$12M
- Independent Advisor Alliance$11M
- TWO SIGMA INVESTMENTS, LP$8M
Largest adds
- BANK OF AMERICA CORP /DE/$131M
- SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$124M
- BANK OF MONTREAL /CAN/$111M
- MORGAN STANLEY$108M
- RAYMOND JAMES FINANCIAL INC$64M
- ENVESTNET ASSET MANAGEMENT INC$60M
Largest trims
- Equitable Holdings, Inc.$275M
- Steward Partners Investment Advisory, LLC$23M
- WELLINGTON MANAGEMENT GROUP LLP$9M
- Mariner, LLC$8M
- Trilogy Capital Inc.$4M
- VMS Asset Management Limited$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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 3,232,078 | $529M | 11.1% | 2026-Q2 |
| MORGAN STANLEY added | 2,351,927 | $385M | 8.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 2,102,124 | $344M | 7.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,659,888 | $272M | 5.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,655,001 | $271M | 5.7% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,358,497 | $222M | 4.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,194,984 | $195M | 4.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 944,121 | $154M | 3.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 933,207 | $153M | 3.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 913,067 | $146M | 3.1% | 2026-Q2 |
| WestEnd Advisors, LLC trimmed | 714,852 | $117M | 2.5% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 695,523 | $114M | 2.4% | 2026-Q2 |
| Destination Wealth Management trimmed | 603,056 | $99M | 2.1% | 2026-Q2 |
| Gray Foundation | 559,116 | $91M | 1.9% | 2026-Q2 |
| UBS Group AG trimmed | 541,084 | $89M | 1.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 523,630 | $86M | 1.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 480,102 | $79M | 1.7% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 446,206 | $73M | 1.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 413,258 | $68M | 1.4% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 404,890 | $66M | 1.4% | 2026-Q2 |
| Portfolio Strategies, Inc. trimmed | 341,472 | $56M | 1.2% | 2026-Q2 |
| PGIM Custom Harvest LLC trimmed | 327,192 | $54M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 282,184 | $46M | 1.0% | 2026-Q2 |
| FIL Ltd trimmed | 257,300 | $42M | 0.9% | 2026-Q2 |
| Legacy Financial Strategies, LLC trimmed | 255,742 | $42M | 0.9% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 254,167 | $42M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 243,168 | $40M | 0.8% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 229,127 | $37M | 0.8% | 2026-Q2 |
| Allworth Financial LP trimmed | 225,825 | $37M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 184,430 | $30M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 153,650 | $25M | 0.5% | 2026-Q2 |
| Focus Partners Wealth trimmed | 145,612 | $24M | 0.5% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC new | 144,540 | $24M | 0.5% | 2026-Q2 |
| BAILARD, INC. trimmed | 131,527 | $22M | 0.5% | 2026-Q2 |
| White Lighthouse Investment Management Inc. added | 128,824 | $21M | 0.4% | 2026-Q2 |
| Seven Bridges Advisors LLC new | 121,642 | $20M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 119,676 | $20M | 0.4% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 109,692 | $18M | 0.4% | 2026-Q2 |
| ASSETMARK, INC trimmed | 107,390 | $18M | 0.4% | 2026-Q2 |
| Shira Ridge Wealth Management trimmed | 106,089 | $17M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 105,670 | $17M | 0.4% | 2026-Q2 |
| HB Wealth Management, LLC trimmed | 105,421 | $17M | 0.4% | 2026-Q2 |
| Dynamic Wealth Strategies, LLC trimmed | 101,456 | $17M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 101,278 | $17M | 0.3% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 101,013 | $17M | 0.3% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 100,908 | $17M | 0.3% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 100,478 | $16M | 0.3% | 2026-Q2 |
| Decker Wealth Management LLC trimmed | 100,285 | $16M | 0.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 93,447 | $15M | 0.3% | 2026-Q2 |
| &PARTNERS added | 89,756 | $15M | 0.3% | 2026-Q2 |
| Fairscale Capital, LLC trimmed | 86,158 | $14M | 0.3% | 2026-Q2 |
| Baker Avenue Asset Management, LP added | 75,801 | $12M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 74,533 | $12M | 0.3% | 2026-Q2 |
| Prostatis Group LLC trimmed | 70,638 | $12M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 70,435 | $11M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 69,486 | $11M | 0.2% | 2026-Q2 |
| WealthBridge Capital Management, LLC trimmed | 66,166 | $11M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 62,863 | $10M | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 61,354 | $10M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 59,498 | $10M | 0.2% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 58,690 | $10M | 0.2% | 2026-Q2 |
| Meridian Wealth Management, LLC trimmed | 58,381 | $10M | 0.2% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 57,165 | $9M | 0.2% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC trimmed | 56,977 | $9M | 0.2% | 2026-Q2 |
| Integrity Investment Advisors, LLC trimmed | 56,836 | $9M | 0.2% | 2026-Q2 |
| Graves Light Lenhart Wealth, Inc. | 55,973 | $9M | 0.2% | 2026-Q2 |
| AFT, FORSYTH & COMPANY, INC. trimmed | 51,531 | $8M | 0.2% | 2026-Q2 |
| Asset Management Group, Inc. trimmed | 51,524 | $8M | 0.2% | 2026-Q2 |
| MIDLAND WEALTH ADVISORS, LLC trimmed | 49,955 | $8M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 47,588 | $8M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 47,383 | $8M | 0.2% | 2026-Q2 |
| Cadent Capital Advisors, LLC added | 46,640 | $8M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 45,452 | $7M | 0.2% | 2026-Q2 |
| FMR LLC added | 44,353 | $7M | 0.2% | 2026-Q2 |
| ACIMA PRIVATE WEALTH, LLC | 43,740 | $7M | 0.2% | 2026-Q2 |
| VMS Asset Management Limited trimmed | 41,725 | $7M | 0.1% | 2026-Q2 |
| Union Bancaire Privee, UBP SA new | 41,725 | $5M | 0.1% | 2026-Q2 |
| Creative Planning added | 41,294 | $7M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 40,505 | $7M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 40,369 | $7M | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 38,779 | $6M | 0.1% | 2026-Q2 |
| KKM Financial LLC trimmed | 38,509 | $6M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 38,384 | $6M | 0.1% | 2026-Q2 |
| Paragon Advisors, LLC added | 38,366 | $6M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 35,571 | $6M | 0.1% | 2026-Q2 |
| MERIDIAN INVESTMENT COUNSEL INC. | 35,257 | $6M | 0.1% | 2026-Q2 |
| Milestone Investment Advisors LLC trimmed | 35,000 | $6M | 0.1% | 2026-Q2 |
| Campion Asset Management added | 34,297 | $6M | 0.1% | 2026-Q2 |
| Avior Wealth Management, LLC added | 33,917 | $6M | 0.1% | 2026-Q2 |
| TRAPHAGEN INVESTMENT ADVISORS LLC trimmed | 33,162 | $5M | 0.1% | 2026-Q2 |
| INTERACTIVE FINANCIAL ADVISORS, INC. added | 30,172 | $5M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 29,591 | $5M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 29,403 | $5M | 0.1% | 2026-Q2 |
| Keystone Global Partners, LLC | 28,003 | $5M | 0.1% | 2026-Q2 |
| Financial Freedom, LLC added | 27,847 | $5M | 0.1% | 2026-Q2 |
| Hilltop Holdings Inc. added | 27,754 | $5M | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 27,486 | $4M | 0.1% | 2026-Q2 |
| Journey Beyond Wealth, LLC trimmed | 27,273 | $4M | 0.1% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 26,940 | $4M | 0.1% | 2026-Q2 |
| Coppell Advisory Solutions LLC new | 27 | $38M | 0.8% | 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.