Who owns IGPT
Which tracked institutional funds hold IGPT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IGPT 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 IGPT is one-sided between 2026-Q1 and 2026-Q2: 71 added or opened and 10 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
IGPT’s largest tracked holder by dollar value, UBS Group AG, 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 IGPT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IGPT 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 187 tracked filers holding IGPT, 112 increased or opened the position and 51 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 IGPT 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 16
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$15M
- StoneCrest Wealth Management, Inc.$7M
- MARSHALL WACE, LLP$5M
- Nilsine Partners, LLC$2M
- Principle Wealth Partners LLC$2M
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1M
Full exits 8
- JOURNEY STRATEGIC WEALTH LLC$20M
- HighTower Advisors, LLC$17M
- Silverleafe Capital Partners, LLC$4M
- Cambridge Investment Research Advisors, Inc.$3M
- Opus Capital Group, LLC$2M
- FLOW TRADERS U.S. LLC$1M
Largest adds
- MORGAN STANLEY$33M
- UBS Group AG$31M
- LPL Financial LLC$27M
- AMERIPRISE FINANCIAL INC$12M
- RAYMOND JAMES FINANCIAL INC$10M
- Berkshire Money Management, Inc.$10M
Largest trims
- JANE STREET GROUP, LLC$2M
- Mariner, 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 |
|---|---|---|---|---|
| UBS Group AG trimmed | 675,133 | $70M | 16.1% | 2026-Q2 |
| MORGAN STANLEY added | 568,267 | $59M | 13.5% | 2026-Q2 |
| LPL Financial LLC added | 516,825 | $54M | 12.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 275,392 | $29M | 6.6% | 2026-Q2 |
| Berkshire Money Management, Inc. trimmed | 224,341 | $23M | 5.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 163,491 | $17M | 3.9% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 156,993 | $16M | 3.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 149,873 | $16M | 3.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 147,342 | $15M | 3.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 129,973 | $14M | 3.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 101,148 | $11M | 2.4% | 2026-Q2 |
| Cetera Investment Advisers added | 79,323 | $8M | 1.9% | 2026-Q2 |
| StoneCrest Wealth Management, Inc. new | 68,258 | $7M | 1.6% | 2026-Q2 |
| Private Advisor Group, LLC added | 59,431 | $6M | 1.4% | 2026-Q2 |
| MARSHALL WACE, LLP new | 47,358 | $5M | 1.1% | 2026-Q2 |
| Corient Private Wealth LP added | 39,169 | $4M | 0.9% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 33,597 | $3M | 0.8% | 2026-Q2 |
| Clear Creek Financial Management, LLC added | 32,398 | $3M | 0.8% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 30,044 | $3M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 26,656 | $3M | 0.6% | 2026-Q2 |
| Indie Asset Partners, LLC added | 25,866 | $3M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 24,073 | $3M | 0.6% | 2026-Q2 |
| Bay Capital Advisors, LLC trimmed | 21,753 | $2M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 21,134 | $2M | 0.5% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 20,922 | $2M | 0.5% | 2026-Q2 |
| Quantinno Capital Management LP added | 16,525 | $2M | 0.4% | 2026-Q2 |
| Bawa N Mallick Trust added | 16,500 | $2M | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 15,993 | $2M | 0.4% | 2026-Q2 |
| Soltis Investment Advisors LLC added | 15,750 | $2M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 15,698 | $2M | 0.4% | 2026-Q2 |
| Nilsine Partners, LLC new | 15,232 | $2M | 0.4% | 2026-Q2 |
| Principle Wealth Partners LLC new | 14,798 | $2M | 0.4% | 2026-Q2 |
| HSBC HOLDINGS PLC | 13,600 | $1M | 0.3% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 13,479 | $1M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 13,051 | $1M | 0.3% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 12,672 | $1M | 0.3% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new | 12,367 | $1M | 0.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 12,200 | $1M | 0.3% | 2026-Q2 |
| RFG - Bristol Wealth Advisors, LLC trimmed | 11,393 | $1M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 11,387 | $1M | 0.3% | 2026-Q2 |
| Cresset Asset Management, LLC | 10,871 | $1M | 0.3% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 10,541 | $1M | 0.3% | 2026-Q2 |
| CIBC Bancorp USA Inc. | 10,500 | $1M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 10,086 | $998K | 0.2% | 2026-Q2 |
| Creative Planning added | 9,526 | $992K | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 9,415 | $980K | 0.2% | 2026-Q2 |
| Pacific Sun Financial Corp trimmed | 9,205 | $958K | 0.2% | 2026-Q2 |
| Brookwood Investment Group LLC trimmed | 8,766 | $913K | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC new | 8,749 | $911K | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 8,160 | $849K | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 8,072 | $840K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 7,874 | $820K | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 7,776 | $809K | 0.2% | 2026-Q2 |
| Diversified Enterprises, LLC trimmed | 7,610 | $792K | 0.2% | 2026-Q2 |
| GTS SECURITIES LLC new | 7,491 | $780K | 0.2% | 2026-Q2 |
| THOMPSON DAVIS & CO., INC. new | 7,475 | $778K | 0.2% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. new | 7,375 | $768K | 0.2% | 2026-Q2 |
| Sandy Cove Advisors, LLC | 7,052 | $734K | 0.2% | 2026-Q2 |
| SeaCrest Wealth Management, LLC added | 7,039 | $733K | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 6,608 | $688K | 0.2% | 2026-Q2 |
| Rubicon Advisors, GP added | 6,510 | $678K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 6,489 | $675K | 0.2% | 2026-Q2 |
| HOWARD FINANCIAL SERVICES, LTD. new | 6,384 | $665K | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 6,140 | $639K | 0.1% | 2026-Q2 |
| Proficio Capital Partners LLC | 6,000 | $625K | 0.1% | 2026-Q2 |
| Greenspring Advisors, LLC | 5,700 | $593K | 0.1% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 5,301 | $552K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 5,291 | $551K | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 5,289 | $551K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 5,260 | $548K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 5,152 | $536K | 0.1% | 2026-Q2 |
| AtlasMark Financial, Inc added | 5,124 | $533K | 0.1% | 2026-Q2 |
| NOVEM GROUP added | 4,852 | $505K | 0.1% | 2026-Q2 |
| Sovran Advisors, LLC added | 4,731 | $398K | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 4,516 | $470K | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. added | 4,480 | $466K | 0.1% | 2026-Q2 |
| FMR LLC added | 4,463 | $465K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 4,414 | $459K | 0.1% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 4,350 | $453K | 0.1% | 2026-Q2 |
| Collier Financial trimmed | 4,295 | $447K | 0.1% | 2026-Q2 |
| Acorn Wealth Advisors, LLC new | 4,277 | $445K | 0.1% | 2026-Q2 |
| National Wealth Management Group, LLC new | 4,176 | $435K | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 4,122 | $429K | 0.1% | 2026-Q2 |
| Allen Mooney & Barnes Investment Advisors LLC new | 4,050 | $422K | 0.1% | 2026-Q2 |
| Wellington Shields & Co., LLC new | 3,996 | $416K | 0.1% | 2026-Q2 |
| LRI Investments, LLC | 3,855 | $401K | 0.1% | 2026-Q2 |
| WBH ADVISORY INC | 3,801 | $396K | 0.1% | 2026-Q2 |
| NewEdge Wealth, LLC | 3,781 | $394K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 3,750 | $390K | 0.1% | 2026-Q2 |
| Fortune Financial Group, Inc. | 3,720 | $387K | 0.1% | 2026-Q2 |
| MinichMacGregor Wealth Management, LLC new | 3,633 | $378K | 0.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 3,626 | $377K | 0.1% | 2026-Q2 |
| PFG Investments, LLC trimmed | 3,442 | $358K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC new | 3,264 | $340K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 3,259 | $339K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 3,238 | $337K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 3,170 | $330K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 3,140 | $327K | 0.1% | 2026-Q2 |
| TritonPoint Partners, LLC new | 3,097 | $322K | 0.1% | 2026-Q2 |
| Coppell Advisory Solutions LLC trimmed | 1 | $1M | 0.3% | 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.