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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| NORTHERN TRUST CORP added | 26,252,076 | $1.4B | 10.3% | 2026-Q2 |
| Matson Money. Inc. added | 15,505,032 | $813M | 6.1% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 13,710,330 | $719M | 5.4% | 2026-Q2 |
| BlackRock, Inc. added | 12,595,321 | $660M | 4.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 10,015,306 | $524M | 3.9% | 2026-Q2 |
| ALLSTATE CORP added | 9,160,330 | $480M | 3.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 8,818,356 | $462M | 3.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 8,281,325 | $434M | 3.2% | 2026-Q2 |
| BARINGS LLC | 6,840,027 | $358M | 2.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 6,834,814 | $358M | 2.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 6,412,760 | $336M | 2.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 6,086,054 | $319M | 2.4% | 2026-Q2 |
| UBS Group AG added | 5,508,239 | $289M | 2.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 5,506,117 | $289M | 2.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 4,392,728 | $230M | 1.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,980,191 | $209M | 1.6% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 3,934,430 | $206M | 1.5% | 2026-Q2 |
| Focus Partners Wealth added | 3,665,930 | $192M | 1.4% | 2026-Q2 |
| LPL Financial LLC added | 3,525,156 | $185M | 1.4% | 2026-Q2 |
| Pure Financial Advisors, LLC trimmed | 3,313,324 | $174M | 1.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 3,279,401 | $172M | 1.3% | 2026-Q2 |
| Members Trust Co trimmed | 3,201,864 | $168M | 1.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 2,768,665 | $145M | 1.1% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO added | 2,508,677 | $131M | 1.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 2,462,123 | $129M | 1.0% | 2026-Q2 |
| Composition Wealth, LLC added | 2,399,367 | $126M | 0.9% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 2,330,032 | $122M | 0.9% | 2026-Q2 |
| FMR LLC trimmed | 2,245,918 | $118M | 0.9% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 2,167,426 | $114M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,116,211 | $111M | 0.8% | 2026-Q2 |
| Point72 Asset Management, L.P. | 2,028,500 | $106M | 0.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,944,485 | $102M | 0.8% | 2026-Q2 |
| Parkside Investments, LLC added | 1,876,303 | $98M | 0.7% | 2026-Q2 |
| Williams Jones Wealth Management, LLC. added | 1,855,860 | $97M | 0.7% | 2026-Q2 |
| MAI Capital Management added | 1,835,731 | $96M | 0.7% | 2026-Q2 |
| Busey Bank added | 1,831,639 | $96M | 0.7% | 2026-Q2 |
| RiverFront Investment Group, LLC added | 1,704,771 | $89M | 0.7% | 2026-Q2 |
| ASSETMARK, INC added | 1,695,928 | $89M | 0.7% | 2026-Q2 |
| Haverford Trust Co trimmed | 1,656,261 | $87M | 0.6% | 2026-Q2 |
| Destination Wealth Management added | 1,594,200 | $84M | 0.6% | 2026-Q2 |
| One Capital Management, LLC | 1,571,911 | $83M | 0.6% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 1,518,855 | $80M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,476,104 | $77M | 0.6% | 2026-Q2 |
| US BANCORP \DE\ added | 1,389,346 | $73M | 0.5% | 2026-Q2 |
| MARYLAND CAPITAL ADVISORS INC. added | 1,373,167 | $72M | 0.5% | 2026-Q2 |
| Mariner, LLC trimmed | 1,334,985 | $70M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 1,302,960 | $68M | 0.5% | 2026-Q2 |
| Dakota Wealth Management added | 1,104,802 | $58M | 0.4% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC added | 1,056,853 | $55M | 0.4% | 2026-Q2 |
| GREENWOOD GEARHART LLC added | 1,050,207 | $55M | 0.4% | 2026-Q2 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. trimmed | 1,039,573 | $54M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,019,362 | $53M | 0.4% | 2026-Q2 |
| RAFFA WEALTH MANAGEMENT, LLC added | 987,415 | $52M | 0.4% | 2026-Q2 |
| Pathstone Holdings, LLC added | 923,586 | $48M | 0.4% | 2026-Q2 |
| Bangor Savings Bank added | 908,714 | $48M | 0.4% | 2026-Q2 |
| Cerity Partners LLC trimmed | 897,036 | $47M | 0.4% | 2026-Q2 |
| Zurich Insurance Group Ltd/FI | 894,272 | $47M | 0.4% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 890,251 | $47M | 0.3% | 2026-Q2 |
| CVS HEALTH Corp added | 890,000 | $47M | 0.3% | 2026-Q2 |
| CUTLER INVESTMENT COUNSEL LLC added | 881,726 | $46M | 0.3% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 858,952 | $45M | 0.3% | 2026-Q2 |
| Fiduciary Trust Co trimmed | 840,330 | $44M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 840,189 | $44M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 815,000 | $43M | 0.3% | 2026-Q2 |
| PDS Planning, Inc added | 801,548 | $42M | 0.3% | 2026-Q2 |
| Nelson Capital Management, LLC added | 776,458 | $41M | 0.3% | 2026-Q2 |
| MONOGRAPH WEALTH ADVISORS, LLC added | 761,949 | $40M | 0.3% | 2026-Q2 |
| Stockman Wealth Management, Inc. added | 749,535 | $39M | 0.3% | 2026-Q2 |
| Clearwater Capital Advisors, LLC added | 740,410 | $39M | 0.3% | 2026-Q2 |
| IFP Advisors, Inc added | 727,413 | $38M | 0.3% | 2026-Q2 |
| Parallel Advisors, LLC added | 686,092 | $36M | 0.3% | 2026-Q2 |
| Schaeffer Financial LLC added | 674,253 | $35M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 670,567 | $35M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 664,743 | $35M | 0.3% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 663,554 | $35M | 0.3% | 2026-Q2 |
| Wharton Business Group, LLC added | 662,380 | $35M | 0.3% | 2026-Q2 |
| NewSquare Capital LLC added | 609,297 | $32M | 0.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 605,628 | $32M | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 596,458 | $31M | 0.2% | 2026-Q2 |
| NorthCoast Asset Management LLC added | 588,685 | $31M | 0.2% | 2026-Q2 |
| ARKANSAS FINANCIAL GROUP, INC. trimmed | 581,391 | $30M | 0.2% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 571,644 | $30M | 0.2% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 567,579 | $30M | 0.2% | 2026-Q2 |
| FIRST AMERICAN TRUST, FSB added | 561,393 | $29M | 0.2% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 546,640 | $29M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 530,389 | $28M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 529,579 | $28M | 0.2% | 2026-Q2 |
| Klaas Financial Asset Advisors, LLC trimmed | 527,909 | $28M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 513,282 | $27M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 507,466 | $27M | 0.2% | 2026-Q2 |
| MEMBERS CAPITAL ADVISORS INC added | 500,000 | $26M | 0.2% | 2026-Q2 |
| DT Investment Partners, LLC added | 495,278 | $26M | 0.2% | 2026-Q2 |
| Fiduciary Group, LLC added | 480,270 | $25M | 0.2% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC trimmed | 479,786 | $25M | 0.2% | 2026-Q2 |
| Lutz Financial Services LLC added | 478,615 | $25M | 0.2% | 2026-Q2 |
| Wellington Grp LLC | 470,262 | $25M | 0.2% | 2026-Q2 |
| Blue Fin Capital, Inc. added | 469,389 | $25M | 0.2% | 2026-Q2 |
| Courage Miller Partners, LLC added | 465,818 | $24M | 0.2% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co added | 465,393 | $24M | 0.2% | 2026-Q2 |
| BAR HARBOR WEALTH MANAGEMENT added | 444,432 | $23M | 0.2% | 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.
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.