Who owns IGRO
Which tracked institutional funds hold IGRO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IGRO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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
45 tracked funds added or opened IGRO while 21 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
IGRO’s largest tracked holder by dollar value, MORGAN STANLEY, 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 IGRO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IGRO 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 214 tracked filers holding IGRO, 112 increased or opened the position and 87 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 IGRO 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 3
- Diversify Advisory Services, LLC$4M
- VAQUERO PRIVATE WEALTH, LTD$2M
- ZENITH SOLUTIONS, INC.$1M
Full exits 12
- Janney Montgomery Scott LLC$16M
- Thrivent Financial for Lutherans$10M
- Cambridge Investment Research Advisors, Inc.$8M
- Northwest & Ethical Investments L.P.$6M
- Independent Advisor Alliance$4M
- Sunbelt Securities, Inc.$4M
Largest adds
- MORGAN STANLEY$8M
- BANK OF AMERICA CORP /DE/$5M
- JPMORGAN CHASE & CO$5M
- RAYMOND JAMES FINANCIAL INC$4M
- AJ Advisors, LLC$4M
- CITADEL ADVISORS LLC$2M
Largest trims
- OSAIC HOLDINGS, INC.$6M
- JANE STREET GROUP, LLC$3M
- ENVESTNET ASSET MANAGEMENT INC$2M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2M
- WealthPLAN Partners, LLC$1M
- WealthPlan Investment Management, LLC$1M
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 835,440 | $73M | 9.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 774,943 | $68M | 9.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 627,160 | $55M | 7.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 487,782 | $43M | 5.7% | 2026-Q2 |
| LPL Financial LLC added | 483,697 | $43M | 5.7% | 2026-Q2 |
| AJ Advisors, LLC added | 462,543 | $41M | 5.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 393,335 | $35M | 4.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 227,356 | $20M | 2.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 215,044 | $19M | 2.5% | 2026-Q2 |
| Baltimore-Washington Financial Advisors, Inc. added | 195,039 | $17M | 2.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 172,637 | $15M | 2.0% | 2026-Q2 |
| UBS Group AG trimmed | 163,096 | $14M | 1.9% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 157,792 | $14M | 1.9% | 2026-Q2 |
| Confluence Wealth Services, Inc. trimmed | 141,962 | $12M | 1.7% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 137,484 | $12M | 1.6% | 2026-Q2 |
| Rothschild Wealth LLC trimmed | 119,607 | $11M | 1.4% | 2026-Q2 |
| Cetera Investment Advisers added | 107,530 | $9M | 1.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 102,283 | $9M | 1.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 100,476 | $9M | 1.2% | 2026-Q2 |
| Lynx Investment Advisory added | 99,813 | $9M | 1.2% | 2026-Q2 |
| MAI Capital Management added | 99,079 | $9M | 1.2% | 2026-Q2 |
| Concord Wealth Partners trimmed | 90,312 | $8M | 1.1% | 2026-Q2 |
| TrueWealth Advisors, LLC added | 88,626 | $8M | 1.0% | 2026-Q2 |
| Concord Asset Management, LLC/VA trimmed | 88,570 | $8M | 1.0% | 2026-Q2 |
| Atria Investments, Inc added | 85,001 | $7M | 1.0% | 2026-Q2 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC added | 77,946 | $7M | 0.9% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 77,215 | $7M | 0.9% | 2026-Q2 |
| BAILARD, INC. added | 76,869 | $7M | 0.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 71,587 | $6M | 0.8% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 71,182 | $6M | 0.8% | 2026-Q2 |
| ADG Wealth Management Group, LLC added | 63,668 | $6M | 0.7% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 58,211 | $5M | 0.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 55,874 | $5M | 0.7% | 2026-Q2 |
| GHP Investment Advisors, Inc. trimmed | 55,095 | $5M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 51,509 | $5M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 51,006 | $4M | 0.6% | 2026-Q2 |
| WealthPLAN Partners, LLC trimmed | 47,586 | $4M | 0.6% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 44,963 | $4M | 0.5% | 2026-Q2 |
| Mariner, LLC trimmed | 44,933 | $4M | 0.5% | 2026-Q2 |
| Diversify Advisory Services, LLC trimmed | 44,587 | $4M | 0.5% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 44,587 | $4M | 0.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 44,460 | $4M | 0.5% | 2026-Q2 |
| Goepper Burkhardt LLC added | 42,746 | $4M | 0.5% | 2026-Q2 |
| McKinley Carter Wealth Services, Inc. added | 41,852 | $4M | 0.5% | 2026-Q2 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 41,041 | $4M | 0.5% | 2026-Q2 |
| Intrua Financial, LLC added | 40,154 | $4M | 0.5% | 2026-Q2 |
| Good Harbor Advisors, Inc. added | 39,342 | $3M | 0.5% | 2026-Q2 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA added | 38,466 | $3M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 37,445 | $3M | 0.4% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 37,294 | $3M | 0.4% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 36,425 | $3M | 0.4% | 2026-Q2 |
| Larson Financial Group LLC added | 33,850 | $3M | 0.4% | 2026-Q2 |
| LifeGoal Investments, LLC added | 28,861 | $3M | 0.3% | 2026-Q2 |
| Colonial Trust Co / SC | 28,601 | $3M | 0.3% | 2026-Q2 |
| US BANCORP \DE\ | 26,180 | $2M | 0.3% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 25,242 | $2M | 0.3% | 2026-Q2 |
| Kraft, Davis & Associates, LLC trimmed | 23,557 | $2M | 0.3% | 2026-Q2 |
| VAQUERO PRIVATE WEALTH, LTD new | 23,047 | $2M | 0.3% | 2026-Q2 |
| Heck Capital Advisors, LLC trimmed | 22,015 | $2M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 22,009 | $2M | 0.3% | 2026-Q2 |
| Westfuller Advisors, LLC added | 20,921 | $2M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 19,590 | $2M | 0.2% | 2026-Q2 |
| Creative Planning added | 19,312 | $2M | 0.2% | 2026-Q2 |
| Family Capital Management, Inc. added | 17,944 | $2M | 0.2% | 2026-Q2 |
| Stratos Wealth Advisors, LLC trimmed | 17,360 | $2M | 0.2% | 2026-Q2 |
| BRANDYWINE OAK PRIVATE WEALTH LLC trimmed | 17,028 | $1M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 16,601 | $1M | 0.2% | 2026-Q2 |
| ZENITH SOLUTIONS, INC. new | 15,620 | $1M | 0.2% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 15,615 | $1M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 15,308 | $1M | 0.2% | 2026-Q2 |
| John W. Brooker & Co., CPAs added | 14,231 | $1M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 14,190 | $1M | 0.2% | 2026-Q2 |
| Detalus Advisors, LLC added | 13,994 | $1M | 0.2% | 2026-Q2 |
| Kohmann Bosshard Financial Services, LLC added | 13,853 | $1M | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. added | 13,455 | $1M | 0.2% | 2026-Q2 |
| FMR LLC trimmed | 13,400 | $1M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 13,064 | $1M | 0.2% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 12,746 | $1M | 0.1% | 2026-Q2 |
| SWEENEY & MICHEL, LLC trimmed | 12,628 | $1M | 0.2% | 2026-Q2 |
| Pine Harbor Wealth Management, LLC | 12,589 | $1M | 0.1% | 2026-Q2 |
| Indivisible Partners added | 12,506 | $1M | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. | 12,388 | $1M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 10,924 | $961K | 0.1% | 2026-Q2 |
| Schorn Wealth LLC added | 10,628 | $935K | 0.1% | 2026-Q2 |
| Roof Eidam Maycock Peralta, LLC | 10,000 | $879K | 0.1% | 2026-Q2 |
| Beacon Financial Advisory LLC trimmed | 9,963 | $876K | 0.1% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 9,948 | $875K | 0.1% | 2026-Q2 |
| SNOWWATER INVESTMENT PARTNERS, LLC added | 9,939 | $874K | 0.1% | 2026-Q2 |
| PFG Investments, LLC added | 9,541 | $839K | 0.1% | 2026-Q2 |
| Icon Wealth Advisors, LLC added | 9,358 | $823K | 0.1% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 9,308 | $818K | 0.1% | 2026-Q2 |
| Bond & Devick Financial Network, Inc. added | 9,206 | $809K | 0.1% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC added | 8,285 | $728K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 8,259 | $726K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 8,167 | $718K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 7,815 | $687K | 0.1% | 2026-Q2 |
| BOURGEON CAPITAL MANAGEMENT LLC trimmed | 7,634 | $671K | 0.1% | 2026-Q2 |
| NOVEM GROUP added | 7,579 | $666K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 7,391 | $650K | 0.1% | 2026-Q2 |
| Aspect Partners, LLC trimmed | 7,387 | $650K | 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.