Who owns IGSB (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-Q1 13F filings. 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
243 tracked funds added or opened IGSB while 147 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
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 0.4% of theirs — a 0.2pp 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 2025-Q4 and 2026-Q1, across 1007 tracked filers holding IGSB, 555 increased or opened the position and 390 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 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 35
- GSA CAPITAL PARTNERS LLP$20M
- North Dakota State Investment Board$18M
- CIBC Bancorp USA Inc.$13M
- JANE STREET GROUP, LLC$11M
- CAPITOLIS LIQUID GLOBAL MARKETS LLC$9M
- BANK OF NOVA SCOTIA$7M
Full exits 41
- MARYLAND CAPITAL ADVISORS INC.$66M
- Legal & General Group Plc$30M
- CIBC Private Wealth Group LLC$13M
- NewEdge Advisors, LLC$10M
- HRT FINANCIAL LP$10M
- MERITAGE PORTFOLIO MANAGEMENT$9M
Largest adds
- PRUDENTIAL FINANCIAL INC$108M
- EP Wealth Advisors, LLC$60M
- BANK OF AMERICA CORP /DE/$59M
- WELLS FARGO & COMPANY/MN$53M
- ENVESTNET ASSET MANAGEMENT INC$50M
- Focus Partners Wealth$49M
Largest trims
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$387M
- BlackRock, Inc.$186M
- GOLDMAN SACHS GROUP INC$159M
- AMERIPRISE FINANCIAL INC$153M
- JPMORGAN CHASE & CO$69M
- Dynasty Wealth Management, LLC$63M
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 |
|---|---|---|---|---|
| NORTHERN TRUST CORP added | 24,747,406 | $1.3B | 9.7% | 2026-Q1 |
| Matson Money. Inc. added | 14,888,815 | $783M | 5.8% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 11,720,729 | $616M | 4.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 10,444,929 | $550M | 4.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 9,006,302 | $473M | 3.5% | 2026-Q1 |
| MORGAN STANLEY added | 8,946,936 | $470M | 3.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 8,382,151 | $441M | 3.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 7,001,324 | $368M | 2.7% | 2026-Q1 |
| BARINGS LLC | 6,840,027 | $360M | 2.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 6,131,787 | $322M | 2.4% | 2026-Q1 |
| Pure Financial Advisors, LLC added | 6,092,475 | $320M | 2.4% | 2026-Q1 |
| UBS Group AG added | 5,502,729 | $289M | 2.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 5,486,292 | $288M | 2.1% | 2026-Q1 |
| ALLSTATE CORP trimmed | 4,962,253 | $261M | 1.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 4,686,250 | $246M | 1.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 4,213,382 | $221M | 1.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 4,135,787 | $217M | 1.6% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 3,814,000 | $200M | 1.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 3,797,843 | $200M | 1.5% | 2026-Q1 |
| Members Trust Co added | 3,244,433 | $171M | 1.3% | 2026-Q1 |
| Focus Partners Wealth added | 3,049,084 | $161M | 1.2% | 2026-Q1 |
| LPL Financial LLC added | 3,001,845 | $158M | 1.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 2,975,969 | $156M | 1.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 2,457,569 | $129M | 1.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 2,416,319 | $127M | 0.9% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO added | 2,408,999 | $127M | 0.9% | 2026-Q1 |
| FMR LLC trimmed | 2,348,585 | $123M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,130,362 | $112M | 0.8% | 2026-Q1 |
| Composition Wealth, LLC added | 2,079,525 | $109M | 0.8% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 2,028,500 | $107M | 0.8% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 1,954,713 | $103M | 0.8% | 2026-Q1 |
| Haverford Trust Co added | 1,935,029 | $102M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,828,465 | $96M | 0.7% | 2026-Q1 |
| Busey Bank added | 1,821,339 | $96M | 0.7% | 2026-Q1 |
| Parkside Investments, LLC added | 1,763,333 | $93M | 0.7% | 2026-Q1 |
| Williams Jones Wealth Management, LLC. added | 1,750,360 | $92M | 0.7% | 2026-Q1 |
| MAI Capital Management added | 1,722,256 | $91M | 0.7% | 2026-Q1 |
| ASSETMARK, INC added | 1,691,633 | $89M | 0.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 1,596,473 | $84M | 0.6% | 2026-Q1 |
| One Capital Management, LLC added | 1,571,911 | $83M | 0.6% | 2026-Q1 |
| RiverFront Investment Group, LLC added | 1,556,115 | $82M | 0.6% | 2026-Q1 |
| Destination Wealth Management added | 1,548,529 | $81M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,482,866 | $78M | 0.6% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 1,460,256 | $77M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 1,367,019 | $72M | 0.5% | 2026-Q1 |
| Mariner, LLC added | 1,342,638 | $71M | 0.5% | 2026-Q1 |
| US BANCORP \DE\ added | 1,293,427 | $68M | 0.5% | 2026-Q1 |
| SONA ASSET MANAGEMENT (US) LLC trimmed | 1,254,454 | $66M | 0.5% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 1,106,669 | $58M | 0.4% | 2026-Q1 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. trimmed | 1,039,670 | $55M | 0.4% | 2026-Q1 |
| PALISADE CAPITAL MANAGEMENT, LP added | 1,007,682 | $53M | 0.4% | 2026-Q1 |
| Dakota Wealth Management added | 991,241 | $52M | 0.4% | 2026-Q1 |
| TD PRIVATE CLIENT WEALTH LLC added | 987,732 | $52M | 0.4% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 987,000 | $52M | 0.4% | 2026-Q1 |
| GREENWOOD GEARHART LLC added | 985,453 | $52M | 0.4% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 982,165 | $52M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 966,218 | $51M | 0.4% | 2026-Q1 |
| Cerity Partners LLC added | 950,858 | $50M | 0.4% | 2026-Q1 |
| Zurich Insurance Group Ltd/FI | 894,272 | $47M | 0.4% | 2026-Q1 |
| Bangor Savings Bank added | 871,116 | $46M | 0.3% | 2026-Q1 |
| CUTLER INVESTMENT COUNSEL LLC added | 853,088 | $45M | 0.3% | 2026-Q1 |
| Fiduciary Trust Co trimmed | 845,970 | $44M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 826,787 | $43M | 0.3% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 821,050 | $43M | 0.3% | 2026-Q1 |
| Pathstone Holdings, LLC added | 791,127 | $42M | 0.3% | 2026-Q1 |
| PDS Planning, Inc added | 768,523 | $40M | 0.3% | 2026-Q1 |
| Stockman Wealth Management, Inc. added | 735,698 | $39M | 0.3% | 2026-Q1 |
| Clearwater Capital Advisors, LLC trimmed | 734,445 | $39M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 729,994 | $38M | 0.3% | 2026-Q1 |
| Nelson Capital Management, LLC added | 724,911 | $38M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 689,328 | $36M | 0.3% | 2026-Q1 |
| Parallel Advisors, LLC added | 655,468 | $34M | 0.3% | 2026-Q1 |
| Schaeffer Financial LLC added | 649,372 | $34M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 647,210 | $34M | 0.3% | 2026-Q1 |
| MONOGRAPH WEALTH ADVISORS, LLC added | 636,594 | $33M | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 620,262 | $33M | 0.2% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 602,484 | $32M | 0.2% | 2026-Q1 |
| ARKANSAS FINANCIAL GROUP, INC. trimmed | 589,543 | $31M | 0.2% | 2026-Q1 |
| NorthCoast Asset Management LLC added | 582,929 | $31M | 0.2% | 2026-Q1 |
| NewSquare Capital LLC added | 580,167 | $30M | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 569,762 | $30M | 0.2% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 569,198 | $30M | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 565,737 | $30M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 544,563 | $29M | 0.2% | 2026-Q1 |
| Klaas Financial Asset Advisors, LLC trimmed | 538,501 | $28M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 519,996 | $27M | 0.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 514,896 | $27M | 0.2% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 508,965 | $27M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 500,718 | $26M | 0.2% | 2026-Q1 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC trimmed | 489,825 | $26M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 484,583 | $25M | 0.2% | 2026-Q1 |
| DT Investment Partners, LLC added | 477,357 | $25M | 0.2% | 2026-Q1 |
| Lutz Financial Services LLC trimmed | 475,169 | $25M | 0.2% | 2026-Q1 |
| Japan Science & Technology Agency trimmed | 9,770,000 | $515M | 3.8% | 2025-Q2 stale |
| Money Design Co.,Ltd. added | 1,266,732 | $67M | 0.5% | 2025-Q2 stale |
| MARYLAND CAPITAL ADVISORS INC. added | 1,241,553 | $66M | 0.5% | 2025-Q4 stale |
| SEI INVESTMENTS CO trimmed | 848,027 | $44M | 0.3% | 2025-Q1 stale |
| Legal & General Group Plc added | 570,062 | $30M | 0.2% | 2025-Q4 stale |
| Graypoint LLC added | 487,738 | $26M | 0.2% | 2025-Q2 stale |
| MEMBERS CAPITAL ADVISORS INC | 480,000 | $25M | 0.2% | 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.