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-Q1 13F filings (latest filed 2026-05-18). 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
44 tracked funds added or opened IGRO while 18 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
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 2025-Q4 and 2026-Q1, across 220 tracked filers holding IGRO, 128 increased or opened the position and 76 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 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
- Atria Investments, Inc$7M
- DIVERSIFY WEALTH MANAGEMENT, LLC$5M
- Independent Advisor Alliance$4M
- Dynasty Wealth Management, LLC$901K
- PFG Investments, LLC$620K
- SAGESPRING WEALTH PARTNERS, LLC$611K
Full exits 2
- Diversify Advisory Services, LLC$5M
- Arete Wealth Advisors, LLC$733K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$14M
- MORGAN STANLEY$12M
- JANE STREET GROUP, LLC$9M
- Sanctuary Advisors, LLC$7M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5M
- JPMORGAN CHASE & CO$5M
Largest trims
- Stratos Wealth Partners, LTD.$11M
- WealthPlan Investment Management, LLC$6M
- UBS Group AG$4M
- Vestmark Advisory Solutions, Inc.$2M
- Golden State Wealth Management, LLC$2M
- BANK OF AMERICA CORP /DE/$2M
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 783,694 | $66M | 8.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 756,846 | $63M | 7.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 735,488 | $62M | 7.7% | 2026-Q1 |
| LPL Financial LLC added | 480,493 | $40M | 5.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 459,063 | $38M | 4.8% | 2026-Q1 |
| AJ Advisors, LLC added | 443,506 | $37M | 4.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 400,387 | $34M | 4.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 253,665 | $21M | 2.7% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 195,114 | $16M | 2.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 190,761 | $16M | 1.9% | 2026-Q1 |
| Baltimore-Washington Financial Advisors, Inc. added | 182,319 | $15M | 1.9% | 2026-Q1 |
| UBS Group AG trimmed | 170,467 | $14M | 1.8% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 167,089 | $14M | 1.8% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 155,715 | $13M | 1.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 144,799 | $12M | 1.5% | 2026-Q1 |
| Confluence Wealth Services, Inc. added | 143,273 | $12M | 1.5% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 132,849 | $11M | 1.4% | 2026-Q1 |
| Rothschild Wealth LLC added | 124,579 | $10M | 1.3% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 116,980 | $10M | 1.2% | 2026-Q1 |
| Cetera Investment Advisers added | 107,424 | $9M | 1.1% | 2026-Q1 |
| Lynx Investment Advisory added | 97,213 | $8M | 1.0% | 2026-Q1 |
| MAI Capital Management added | 95,309 | $8M | 1.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 94,028 | $8M | 1.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 93,955 | $8M | 1.0% | 2026-Q1 |
| WealthPlan Investment Management, LLC trimmed | 93,611 | $8M | 1.0% | 2026-Q1 |
| Concord Wealth Partners added | 91,287 | $8M | 1.0% | 2026-Q1 |
| Concord Asset Management, LLC/VA added | 89,722 | $8M | 0.9% | 2026-Q1 |
| TrueWealth Advisors, LLC added | 88,301 | $7M | 0.9% | 2026-Q1 |
| Atria Investments, Inc new | 79,726 | $7M | 0.8% | 2026-Q1 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC added | 74,542 | $7M | 0.8% | 2026-Q1 |
| BAILARD, INC. added | 75,331 | $6M | 0.8% | 2026-Q1 |
| Northwest & Ethical Investments L.P. trimmed | 73,862 | $6M | 0.8% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 73,330 | $6M | 0.8% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 67,364 | $6M | 0.7% | 2026-Q1 |
| WealthPLAN Partners, LLC trimmed | 66,977 | $6M | 0.7% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 65,912 | $6M | 0.7% | 2026-Q1 |
| ADG Wealth Management Group, LLC added | 62,883 | $5M | 0.7% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 58,383 | $5M | 0.6% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 56,756 | $5M | 0.6% | 2026-Q1 |
| GHP Investment Advisors, Inc. trimmed | 56,219 | $5M | 0.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 50,055 | $4M | 0.5% | 2026-Q1 |
| Mariner, LLC trimmed | 45,955 | $4M | 0.5% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 45,864 | $4M | 0.5% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 45,510 | $4M | 0.5% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 44,588 | $4M | 0.5% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 43,425 | $4M | 0.5% | 2026-Q1 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 41,041 | $3M | 0.4% | 2026-Q1 |
| Intrua Financial, LLC added | 38,874 | $3M | 0.4% | 2026-Q1 |
| McKinley Carter Wealth Services, Inc. added | 38,577 | $3M | 0.4% | 2026-Q1 |
| Good Harbor Advisors, Inc. added | 38,045 | $3M | 0.4% | 2026-Q1 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA added | 37,661 | $3M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 37,431 | $3M | 0.4% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 36,964 | $3M | 0.4% | 2026-Q1 |
| Goepper Burkhardt LLC added | 36,677 | $3M | 0.4% | 2026-Q1 |
| Larson Financial Group LLC added | 32,307 | $3M | 0.3% | 2026-Q1 |
| Capital Analysts, LLC added | 31,851 | $3M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 31,468 | $3M | 0.3% | 2026-Q1 |
| Colonial Trust Co / SC | 28,601 | $2M | 0.3% | 2026-Q1 |
| Kraft, Davis & Associates, LLC trimmed | 25,387 | $2M | 0.3% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 26,180 | $2M | 0.3% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 25,596 | $2M | 0.3% | 2026-Q1 |
| Anchor Investment Management, LLC | 25,262 | $2M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 25,257 | $2M | 0.3% | 2026-Q1 |
| Heck Capital Advisors, LLC added | 24,572 | $2M | 0.3% | 2026-Q1 |
| LifeGoal Investments, LLC added | 23,888 | $2M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 21,905 | $2M | 0.2% | 2026-Q1 |
| Westfuller Advisors, LLC trimmed | 20,643 | $2M | 0.2% | 2026-Q1 |
| Creative Planning trimmed | 19,116 | $2M | 0.2% | 2026-Q1 |
| Family Capital Management, Inc. added | 17,726 | $1M | 0.2% | 2026-Q1 |
| Stratos Wealth Advisors, LLC trimmed | 17,473 | $1M | 0.2% | 2026-Q1 |
| BRANDYWINE OAK PRIVATE WEALTH LLC trimmed | 17,279 | $1M | 0.2% | 2026-Q1 |
| CFS Investment Advisory Services, LLC added | 16,315 | $1M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 16,449 | $1M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 14,847 | $1M | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 14,115 | $1M | 0.1% | 2026-Q1 |
| FMR LLC added | 13,716 | $1M | 0.1% | 2026-Q1 |
| Kovack Advisors, Inc. trimmed | 13,375 | $1M | 0.1% | 2026-Q1 |
| OLD NATIONAL BANCORP /IN/ | 13,253 | $1M | 0.1% | 2026-Q1 |
| SWEENEY & MICHEL, LLC trimmed | 12,659 | $1M | 0.1% | 2026-Q1 |
| Kohmann Bosshard Financial Services, LLC | 12,846 | $1M | 0.1% | 2026-Q1 |
| Pine Harbor Wealth Management, LLC | 12,589 | $1M | 0.1% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 12,388 | $1M | 0.1% | 2026-Q1 |
| Capital Advisors, Ltd. LLC added | 12,279 | $1M | 0.1% | 2026-Q1 |
| Detalus Advisors, LLC trimmed | 12,146 | $1M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 11,508 | $964K | 0.1% | 2026-Q1 |
| Dynasty Wealth Management, LLC new | 10,758 | $901K | 0.1% | 2026-Q1 |
| Nuveen, LLC new | 140,586 | $10M | 1.3% | 2025-Q1 stale |
| Siligmueller & Norvid Wealth Advisors LLC added | 77,994 | $6M | 0.8% | 2025-Q2 stale |
| Lowe Wealth Advisors, LLC added | 71,336 | $6M | 0.7% | 2025-Q3 stale |
| Systelligence, LLC added | 77,472 | $6M | 0.7% | 2025-Q1 stale |
| Diversify Advisory Services, LLC trimmed | 57,838 | $5M | 0.6% | 2025-Q4 stale |
| EWG Elevate Inc. new | 47,154 | $4M | 0.5% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 42,603 | $3M | 0.4% | 2025-Q2 stale |
| Proficio Capital Partners LLC trimmed | 41,110 | $3M | 0.4% | 2025-Q3 stale |
| BEACON FINANCIAL GROUP trimmed | 35,205 | $3M | 0.4% | 2025-Q3 stale |
| Integrated Advisors Network LLC added | 32,585 | $3M | 0.3% | 2025-Q3 stale |
| JB Capital LLC added | 24,023 | $2M | 0.2% | 2025-Q3 stale |
| Sequoia Financial Advisors, LLC new | 18,799 | $1M | 0.2% | 2025-Q3 stale |
| EP Wealth Advisors, LLC | 17,766 | $1M | 0.2% | 2025-Q2 stale |
| GRIES FINANCIAL LLC added | 12,424 | $990K | 0.1% | 2025-Q3 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.
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.