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Institutional Ownership · SEC Form 13F

Who owns IGSB


Which tracked institutional funds hold IGSB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IGSB 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.

970
Institutional holders
302M
Shares held (tracked funds)

How the tape is positioned

217 tracked funds added or opened IGSB while 162 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

IGSB’s largest tracked holder by dollar value, NORTHERN TRUST CORP, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 0.4pp gap the other way — the median holder sizes IGSB more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in IGSB 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 970 tracked filers holding IGSB, 495 increased or opened the position and 455 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 IGSB 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 43

  • MARYLAND CAPITAL ADVISORS INC.$72M
  • MEMBERS CAPITAL ADVISORS INC$26M
  • Legal & General Group Plc$16M
  • Paulson Wealth Management Inc.$13M
  • NewEdge Advisors, LLC$12M
  • Global Retirement Partners, LLC$11M

Full exits 60

  • HighTower Advisors, LLC$96M
  • PALISADE CAPITAL MANAGEMENT, LP$53M
  • Janney Montgomery Scott LLC$43M
  • Astoria Strategic Wealth, Inc.$20M
  • GSA CAPITAL PARTNERS LLP$20M
  • Cambridge Investment Research Advisors, Inc.$17M

Largest adds

  • BlackRock, Inc.$220M
  • ALLSTATE CORP$219M
  • EP Wealth Advisors, LLC$103M
  • NORTHERN TRUST CORP$75M
  • WELLS FARGO & COMPANY/MN$42M
  • CVS HEALTH Corp$31M

Largest trims

  • Pure Financial Advisors, LLC$147M
  • SONA ASSET MANAGEMENT (US) LLC$64M
  • BENJAMIN EDWARDS INC$49M
  • STIFEL FINANCIAL CORP$46M
  • BANK OF AMERICA CORP /DE/$39M
  • AMERIPRISE FINANCIAL INC$26M

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.

FundSharesReported value% of valueQuarter
NORTHERN TRUST CORP added26,252,076$1.4B10.3%2026-Q2
Matson Money. Inc. added15,505,032$813M6.1%2026-Q2
EP Wealth Advisors, LLC added13,710,330$719M5.4%2026-Q2
BlackRock, Inc. added12,595,321$660M4.9%2026-Q2
AMERIPRISE FINANCIAL INC trimmed10,015,306$524M3.9%2026-Q2
ALLSTATE CORP added9,160,330$480M3.6%2026-Q2
MORGAN STANLEY trimmed8,818,356$462M3.5%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed8,281,325$434M3.2%2026-Q2
BARINGS LLC6,840,027$358M2.7%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed6,834,814$358M2.7%2026-Q2
GOLDMAN SACHS GROUP INC added6,412,760$336M2.5%2026-Q2
CAPTRUST FINANCIAL ADVISORS added6,086,054$319M2.4%2026-Q2
UBS Group AG added5,508,239$289M2.2%2026-Q2
WELLS FARGO & COMPANY/MN added5,506,117$289M2.2%2026-Q2
RAYMOND JAMES FINANCIAL INC added4,392,728$230M1.7%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added3,980,191$209M1.6%2026-Q2
PNC Financial Services Group, Inc. added3,934,430$206M1.5%2026-Q2
Focus Partners Wealth added3,665,930$192M1.4%2026-Q2
LPL Financial LLC added3,525,156$185M1.4%2026-Q2
Pure Financial Advisors, LLC trimmed3,313,324$174M1.3%2026-Q2
STIFEL FINANCIAL CORP trimmed3,279,401$172M1.3%2026-Q2
Members Trust Co trimmed3,201,864$168M1.3%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed2,768,665$145M1.1%2026-Q2
FLPUTNAM INVESTMENT MANAGEMENT CO added2,508,677$131M1.0%2026-Q2
TRUIST FINANCIAL CORP added2,462,123$129M1.0%2026-Q2
Composition Wealth, LLC added2,399,367$126M0.9%2026-Q2
PRUDENTIAL FINANCIAL INC trimmed2,330,032$122M0.9%2026-Q2
FMR LLC trimmed2,245,918$118M0.9%2026-Q2
KEYBANK NATIONAL ASSOCIATION/OH added2,167,426$114M0.9%2026-Q2
ROYAL BANK OF CANADA trimmed2,116,211$111M0.8%2026-Q2
Point72 Asset Management, L.P.2,028,500$106M0.8%2026-Q2
MML INVESTORS SERVICES, LLC added1,944,485$102M0.8%2026-Q2
Parkside Investments, LLC added1,876,303$98M0.7%2026-Q2
Williams Jones Wealth Management, LLC. added1,855,860$97M0.7%2026-Q2
MAI Capital Management added1,835,731$96M0.7%2026-Q2
Busey Bank added1,831,639$96M0.7%2026-Q2
RiverFront Investment Group, LLC added1,704,771$89M0.7%2026-Q2
ASSETMARK, INC added1,695,928$89M0.7%2026-Q2
Haverford Trust Co trimmed1,656,261$87M0.6%2026-Q2
Destination Wealth Management added1,594,200$84M0.6%2026-Q2
One Capital Management, LLC1,571,911$83M0.6%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added1,518,855$80M0.6%2026-Q2
JPMORGAN CHASE & CO trimmed1,476,104$77M0.6%2026-Q2
US BANCORP \DE\ added1,389,346$73M0.5%2026-Q2
MARYLAND CAPITAL ADVISORS INC. added1,373,167$72M0.5%2026-Q2
Mariner, LLC trimmed1,334,985$70M0.5%2026-Q2
Cetera Investment Advisers trimmed1,302,960$68M0.5%2026-Q2
Dakota Wealth Management added1,104,802$58M0.4%2026-Q2
TD PRIVATE CLIENT WEALTH LLC added1,056,853$55M0.4%2026-Q2
GREENWOOD GEARHART LLC added1,050,207$55M0.4%2026-Q2
SUMITOMO MITSUI FINANCIAL GROUP, INC. trimmed1,039,573$54M0.4%2026-Q2
OSAIC HOLDINGS, INC. added1,019,362$53M0.4%2026-Q2
RAFFA WEALTH MANAGEMENT, LLC added987,415$52M0.4%2026-Q2
Pathstone Holdings, LLC added923,586$48M0.4%2026-Q2
Bangor Savings Bank added908,714$48M0.4%2026-Q2
Cerity Partners LLC trimmed897,036$47M0.4%2026-Q2
Zurich Insurance Group Ltd/FI894,272$47M0.4%2026-Q2
BANK OF MONTREAL /CAN/ trimmed890,251$47M0.3%2026-Q2
CVS HEALTH Corp added890,000$47M0.3%2026-Q2
CUTLER INVESTMENT COUNSEL LLC added881,726$46M0.3%2026-Q2
RITHOLTZ WEALTH MANAGEMENT added858,952$45M0.3%2026-Q2
Fiduciary Trust Co trimmed840,330$44M0.3%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added840,189$44M0.3%2026-Q2
Sumitomo Mitsui Trust Group, Inc. trimmed815,000$43M0.3%2026-Q2
PDS Planning, Inc added801,548$42M0.3%2026-Q2
Nelson Capital Management, LLC added776,458$41M0.3%2026-Q2
MONOGRAPH WEALTH ADVISORS, LLC added761,949$40M0.3%2026-Q2
Stockman Wealth Management, Inc. added749,535$39M0.3%2026-Q2
Clearwater Capital Advisors, LLC added740,410$39M0.3%2026-Q2
IFP Advisors, Inc added727,413$38M0.3%2026-Q2
Parallel Advisors, LLC added686,092$36M0.3%2026-Q2
Schaeffer Financial LLC added674,253$35M0.3%2026-Q2
Kestra Advisory Services, LLC trimmed670,567$35M0.3%2026-Q2
Rockefeller Capital Management L.P. added664,743$35M0.3%2026-Q2
LEAVELL INVESTMENT MANAGEMENT, INC. added663,554$35M0.3%2026-Q2
Wharton Business Group, LLC added662,380$35M0.3%2026-Q2
NewSquare Capital LLC added609,297$32M0.2%2026-Q2
Envestnet Portfolio Solutions, Inc. trimmed605,628$32M0.2%2026-Q2
Chicago Partners Investment Group LLC added596,458$31M0.2%2026-Q2
NorthCoast Asset Management LLC added588,685$31M0.2%2026-Q2
ARKANSAS FINANCIAL GROUP, INC. trimmed581,391$30M0.2%2026-Q2
LAZARD ASSET MANAGEMENT LLC added571,644$30M0.2%2026-Q2
Prime Capital Investment Advisors, LLC trimmed567,579$30M0.2%2026-Q2
FIRST AMERICAN TRUST, FSB added561,393$29M0.2%2026-Q2
STEPHENS INC /AR/ trimmed546,640$29M0.2%2026-Q2
Baird Financial Group, Inc. added530,389$28M0.2%2026-Q2
Integrated Wealth Concepts LLC added529,579$28M0.2%2026-Q2
Klaas Financial Asset Advisors, LLC trimmed527,909$28M0.2%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added513,282$27M0.2%2026-Q2
Beacon Pointe Advisors, LLC added507,466$27M0.2%2026-Q2
MEMBERS CAPITAL ADVISORS INC added500,000$26M0.2%2026-Q2
DT Investment Partners, LLC added495,278$26M0.2%2026-Q2
Fiduciary Group, LLC added480,270$25M0.2%2026-Q2
BARTLETT & CO. WEALTH MANAGEMENT LLC trimmed479,786$25M0.2%2026-Q2
Lutz Financial Services LLC added478,615$25M0.2%2026-Q2
Wellington Grp LLC470,262$25M0.2%2026-Q2
Blue Fin Capital, Inc. added469,389$25M0.2%2026-Q2
Courage Miller Partners, LLC added465,818$24M0.2%2026-Q2
Alesco Advisors, LLC, An ESL Co added465,393$24M0.2%2026-Q2
BAR HARBOR WEALTH MANAGEMENT added444,432$23M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership