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Institutional Ownership · SEC Form 13F

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.

1,007
Institutional holders
293,058,242
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
NORTHERN TRUST CORP added24,747,406$1.3B9.7%2026-Q1
Matson Money. Inc. added14,888,815$783M5.8%2026-Q1
EP Wealth Advisors, LLC added11,720,729$616M4.6%2026-Q1
AMERIPRISE FINANCIAL INC trimmed10,444,929$550M4.1%2026-Q1
BANK OF AMERICA CORP /DE/ added9,006,302$473M3.5%2026-Q1
MORGAN STANLEY added8,946,936$470M3.5%2026-Q1
BlackRock, Inc. trimmed8,382,151$441M3.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added7,001,324$368M2.7%2026-Q1
BARINGS LLC6,840,027$360M2.7%2026-Q1
GOLDMAN SACHS GROUP INC trimmed6,131,787$322M2.4%2026-Q1
Pure Financial Advisors, LLC added6,092,475$320M2.4%2026-Q1
UBS Group AG added5,502,729$289M2.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS added5,486,292$288M2.1%2026-Q1
ALLSTATE CORP trimmed4,962,253$261M1.9%2026-Q1
WELLS FARGO & COMPANY/MN added4,686,250$246M1.8%2026-Q1
RAYMOND JAMES FINANCIAL INC added4,213,382$221M1.7%2026-Q1
STIFEL FINANCIAL CORP added4,135,787$217M1.6%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added3,814,000$200M1.5%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed3,797,843$200M1.5%2026-Q1
Members Trust Co added3,244,433$171M1.3%2026-Q1
Focus Partners Wealth added3,049,084$161M1.2%2026-Q1
LPL Financial LLC added3,001,845$158M1.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added2,975,969$156M1.2%2026-Q1
PRUDENTIAL FINANCIAL INC added2,457,569$129M1.0%2026-Q1
TRUIST FINANCIAL CORP added2,416,319$127M0.9%2026-Q1
FLPUTNAM INVESTMENT MANAGEMENT CO added2,408,999$127M0.9%2026-Q1
FMR LLC trimmed2,348,585$123M0.9%2026-Q1
ROYAL BANK OF CANADA added2,130,362$112M0.8%2026-Q1
Composition Wealth, LLC added2,079,525$109M0.8%2026-Q1
Point72 Asset Management, L.P. added2,028,500$107M0.8%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH added1,954,713$103M0.8%2026-Q1
Haverford Trust Co added1,935,029$102M0.8%2026-Q1
HighTower Advisors, LLC added1,828,465$96M0.7%2026-Q1
Busey Bank added1,821,339$96M0.7%2026-Q1
Parkside Investments, LLC added1,763,333$93M0.7%2026-Q1
Williams Jones Wealth Management, LLC. added1,750,360$92M0.7%2026-Q1
MAI Capital Management added1,722,256$91M0.7%2026-Q1
ASSETMARK, INC added1,691,633$89M0.7%2026-Q1
MML INVESTORS SERVICES, LLC trimmed1,596,473$84M0.6%2026-Q1
One Capital Management, LLC added1,571,911$83M0.6%2026-Q1
RiverFront Investment Group, LLC added1,556,115$82M0.6%2026-Q1
Destination Wealth Management added1,548,529$81M0.6%2026-Q1
JPMORGAN CHASE & CO trimmed1,482,866$78M0.6%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added1,460,256$77M0.6%2026-Q1
Cetera Investment Advisers added1,367,019$72M0.5%2026-Q1
Mariner, LLC added1,342,638$71M0.5%2026-Q1
US BANCORP \DE\ added1,293,427$68M0.5%2026-Q1
SONA ASSET MANAGEMENT (US) LLC trimmed1,254,454$66M0.5%2026-Q1
BANK OF MONTREAL /CAN/ added1,106,669$58M0.4%2026-Q1
SUMITOMO MITSUI FINANCIAL GROUP, INC. trimmed1,039,670$55M0.4%2026-Q1
PALISADE CAPITAL MANAGEMENT, LP added1,007,682$53M0.4%2026-Q1
Dakota Wealth Management added991,241$52M0.4%2026-Q1
TD PRIVATE CLIENT WEALTH LLC added987,732$52M0.4%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed987,000$52M0.4%2026-Q1
GREENWOOD GEARHART LLC added985,453$52M0.4%2026-Q1
BENJAMIN EDWARDS INC added982,165$52M0.4%2026-Q1
Kestra Advisory Services, LLC added966,218$51M0.4%2026-Q1
Cerity Partners LLC added950,858$50M0.4%2026-Q1
Zurich Insurance Group Ltd/FI894,272$47M0.4%2026-Q1
Bangor Savings Bank added871,116$46M0.3%2026-Q1
CUTLER INVESTMENT COUNSEL LLC added853,088$45M0.3%2026-Q1
Fiduciary Trust Co trimmed845,970$44M0.3%2026-Q1
Janney Montgomery Scott LLC added826,787$43M0.3%2026-Q1
RITHOLTZ WEALTH MANAGEMENT added821,050$43M0.3%2026-Q1
Pathstone Holdings, LLC added791,127$42M0.3%2026-Q1
PDS Planning, Inc added768,523$40M0.3%2026-Q1
Stockman Wealth Management, Inc. added735,698$39M0.3%2026-Q1
Clearwater Capital Advisors, LLC trimmed734,445$39M0.3%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added729,994$38M0.3%2026-Q1
Nelson Capital Management, LLC added724,911$38M0.3%2026-Q1
OSAIC HOLDINGS, INC. trimmed689,328$36M0.3%2026-Q1
Parallel Advisors, LLC added655,468$34M0.3%2026-Q1
Schaeffer Financial LLC added649,372$34M0.3%2026-Q1
Rockefeller Capital Management L.P. added647,210$34M0.3%2026-Q1
MONOGRAPH WEALTH ADVISORS, LLC added636,594$33M0.2%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed620,262$33M0.2%2026-Q1
LEAVELL INVESTMENT MANAGEMENT, INC. added602,484$32M0.2%2026-Q1
ARKANSAS FINANCIAL GROUP, INC. trimmed589,543$31M0.2%2026-Q1
NorthCoast Asset Management LLC added582,929$31M0.2%2026-Q1
NewSquare Capital LLC added580,167$30M0.2%2026-Q1
Chicago Partners Investment Group LLC added569,762$30M0.2%2026-Q1
Prime Capital Investment Advisors, LLC added569,198$30M0.2%2026-Q1
STEPHENS INC /AR/ trimmed565,737$30M0.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added544,563$29M0.2%2026-Q1
Klaas Financial Asset Advisors, LLC trimmed538,501$28M0.2%2026-Q1
Bank of New York Mellon Corp added519,996$27M0.2%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed514,896$27M0.2%2026-Q1
OneDigital Investment Advisors LLC trimmed508,965$27M0.2%2026-Q1
Beacon Pointe Advisors, LLC trimmed500,718$26M0.2%2026-Q1
BARTLETT & CO. WEALTH MANAGEMENT LLC trimmed489,825$26M0.2%2026-Q1
Baird Financial Group, Inc. added484,583$25M0.2%2026-Q1
DT Investment Partners, LLC added477,357$25M0.2%2026-Q1
Lutz Financial Services LLC trimmed475,169$25M0.2%2026-Q1
Japan Science & Technology Agency trimmed9,770,000$515M3.8%2025-Q2 stale
Money Design Co.,Ltd. added1,266,732$67M0.5%2025-Q2 stale
MARYLAND CAPITAL ADVISORS INC. added1,241,553$66M0.5%2025-Q4 stale
SEI INVESTMENTS CO trimmed848,027$44M0.3%2025-Q1 stale
Legal & General Group Plc added570,062$30M0.2%2025-Q4 stale
Graypoint LLC added487,738$26M0.2%2025-Q2 stale
MEMBERS CAPITAL ADVISORS INC480,000$25M0.2%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.

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.

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