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Institutional Ownership · SEC Form 13F

Who owns IGV


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

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

836
Institutional holders
125M
Shares held (tracked funds)

How the tape is positioned

303 tracked funds added or opened IGV while 143 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

IGV’s largest tracked holder by dollar value, Varma Mutual Pension Insurance Co, sizes it at 7.3% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 7.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in IGV 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 836 tracked filers holding IGV, 512 increased or opened the position and 363 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 IGV 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 100

  • MEITAV INVESTMENT HOUSE LTD$156M
  • Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$57M
  • TUDOR INVESTMENT CORP ET AL$37M
  • Coppell Advisory Solutions LLC$32M
  • AFFINITY WEALTH MANAGEMENT LLC$30M
  • MOORE CAPITAL MANAGEMENT, LP$23M

Full exits 76

  • NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$91M
  • Clal Insurance Enterprises Holdings Ltd$74M
  • HighTower Advisors, LLC$44M
  • JANE STREET GROUP, LLC$35M
  • Cartenna Capital, LP$28M
  • Empyrean Capital Partners, LP$23M

Largest adds

  • HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$978M
  • BANK OF AMERICA CORP /DE/$590M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$150M
  • Migdal Insurance & Financial Holdings Ltd.$85M
  • ROYAL BANK OF CANADA$74M
  • BARCLAYS PLC$65M

Largest trims

  • UBS Group AG$354M
  • Varma Mutual Pension Insurance Co$248M
  • BNP PARIBAS FINANCIAL MARKETS$122M
  • MORGAN STANLEY$106M
  • BANK OF NOVA SCOTIA$43M
  • Nan Shan Life Insurance Co., Ltd.$21M

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
Varma Mutual Pension Insurance Co trimmed15,248,262$1.4B13.4%2026-Q2
GOLDMAN SACHS GROUP INC trimmed12,146,132$1.1B10.7%2026-Q2
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added11,502,061$1.0B10.1%2026-Q2
BANK OF AMERICA CORP /DE/ added9,626,317$872M8.4%2026-Q2
CITIGROUP INC trimmed9,206,194$834M8.1%2026-Q2
MORGAN STANLEY trimmed8,274,243$750M7.3%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed4,979,780$451M4.4%2026-Q2
UBS Group AG trimmed2,853,294$259M2.5%2026-Q2
LPL Financial LLC added2,766,243$251M2.4%2026-Q2
WELLS FARGO & COMPANY/MN added2,621,390$237M2.3%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added2,489,303$226M2.2%2026-Q2
MENORA MIVTACHIM HOLDINGS LTD. trimmed1,894,901$172M1.7%2026-Q2
ROYAL BANK OF CANADA added1,750,918$159M1.5%2026-Q2
MEITAV INVESTMENT HOUSE LTD new1,724,569$156M1.5%2026-Q2
Laura & John Arnold Foundation1,479,875$134M1.3%2026-Q2
Caisse de depot et placement du Quebec added1,461,587$132M1.3%2026-Q2
Migdal Insurance & Financial Holdings Ltd. added1,324,838$120M1.2%2026-Q2
Phoenix Financial Ltd. added1,314,160$119M1.2%2026-Q2
JPMORGAN CHASE & CO trimmed1,308,542$118M1.1%2026-Q2
BARCLAYS PLC added1,151,410$104M1.0%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added970,443$88M0.9%2026-Q2
RAYMOND JAMES FINANCIAL INC added738,983$67M0.6%2026-Q2
MML INVESTORS SERVICES, LLC added710,014$64M0.6%2026-Q2
Squarepoint Ops LLC added680,093$62M0.6%2026-Q2
AMERIPRISE FINANCIAL INC trimmed634,202$57M0.6%2026-Q2
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD new633,902$57M0.6%2026-Q2
Equitable Holdings, Inc. added592,748$54M0.5%2026-Q2
OSAIC HOLDINGS, INC. added552,079$50M0.5%2026-Q2
Fisher Asset Management, LLC trimmed544,355$49M0.5%2026-Q2
SP Asset Management LLC added441,717$40M0.4%2026-Q2
TUDOR INVESTMENT CORP ET AL added413,766$37M0.4%2026-Q2
Cetera Investment Advisers added413,334$37M0.4%2026-Q2
Haverford Trust Co added355,940$32M0.3%2026-Q2
AFFINITY WEALTH MANAGEMENT LLC new329,345$30M0.3%2026-Q2
Corient Private Wealth LP trimmed318,333$29M0.3%2026-Q2
J. Goldman & Co LP added303,372$27M0.3%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added297,700$27M0.3%2026-Q2
STIFEL FINANCIAL CORP added288,043$26M0.3%2026-Q2
MOORE CAPITAL MANAGEMENT, LP added256,956$23M0.2%2026-Q2
DIVERSIFY WEALTH MANAGEMENT, LLC added254,501$23M0.2%2026-Q2
Diversify Advisory Services, LLC new254,501$23M0.2%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed251,408$23M0.2%2026-Q2
Journey Advisory Group, LLC added246,014$22M0.2%2026-Q2
Ninety One UK Ltd new239,314$22M0.2%2026-Q2
LMR Partners LLP trimmed238,466$22M0.2%2026-Q2
CAPITAL FUND MANAGEMENT S.A. added234,549$21M0.2%2026-Q2
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD new211,582$19M0.2%2026-Q2
IEQ CAPITAL, LLC trimmed207,653$19M0.2%2026-Q2
JONES FINANCIAL COMPANIES LLLP added207,265$18M0.2%2026-Q2
MARSHALL WACE, LLP added205,516$19M0.2%2026-Q2
Rockefeller Capital Management L.P. added203,059$18M0.2%2026-Q2
HOLLENCREST CAPITAL MANAGEMENT added192,847$17M0.2%2026-Q2
Y.D. More Investments Ltd added178,220$16M0.2%2026-Q2
Waverly Advisors, LLC trimmed177,524$16M0.2%2026-Q2
ASSETMARK, INC added175,870$16M0.2%2026-Q2
RiverFront Investment Group, LLC new174,983$16M0.2%2026-Q2
Baker Avenue Asset Management, LP added171,735$16M0.2%2026-Q2
MinichMacGregor Wealth Management, LLC added154,494$14M0.1%2026-Q2
Focused Wealth Management, Inc added154,098$14M0.1%2026-Q2
Prospera Financial Services Inc added153,241$14M0.1%2026-Q2
Arvest Bank Trust Division added151,950$14M0.1%2026-Q2
Horizon Wealth Management, LLC added151,353$14M0.1%2026-Q2
LOWE BROCKENBROUGH & CO INC added150,394$14M0.1%2026-Q2
Maniro Ltd added148,875$13M0.1%2026-Q2
Advisors Capital Management, LLC added146,889$13M0.1%2026-Q2
Focus Partners Wealth trimmed146,871$13M0.1%2026-Q2
NOVARE CAPITAL MANAGEMENT LLC added144,697$13M0.1%2026-Q2
Centiva Capital, LP added142,556$13M0.1%2026-Q2
TRUIST FINANCIAL CORP trimmed142,305$13M0.1%2026-Q2
Parker Investment Management, LLC new141,345$13M0.1%2026-Q2
NATIONAL BANK OF CANADA /FI/ added139,063$13M0.1%2026-Q2
Federation des caisses Desjardins du Quebec trimmed135,843$12M0.1%2026-Q2
CAPTRUST FINANCIAL ADVISORS trimmed135,265$12M0.1%2026-Q2
Cerity Partners LLC added133,682$12M0.1%2026-Q2
NOESIS CAPITAL MANGEMENT CORP trimmed133,491$12M0.1%2026-Q2
Walleye Trading LLC added128,711$12M0.1%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added126,630$12M0.1%2026-Q2
BLAIR WILLIAM & CO/IL added118,279$11M0.1%2026-Q2
GGM Financial LLC trimmed116,968$11M0.1%2026-Q2
Private Advisor Group, LLC added116,678$11M0.1%2026-Q2
Fiduciary Trust Co trimmed115,891$10M0.1%2026-Q2
Bank of New York Mellon Corp added110,231$10M0.1%2026-Q2
Principle Wealth Partners LLC added109,340$10M0.1%2026-Q2
ROTHSCHILD INVESTMENT LLC added109,026$10M0.1%2026-Q2
Sanctuary Advisors, LLC added108,332$10M0.1%2026-Q2
CIBC WORLD MARKET INC. added106,705$10M0.1%2026-Q2
Integrated Wealth Concepts LLC added106,208$10M0.1%2026-Q2
Joseph Group Capital Management trimmed106,101$10M0.1%2026-Q2
Choate Investment Advisors added106,071$10M0.1%2026-Q2
D.A. DAVIDSON & CO. trimmed105,771$10M0.1%2026-Q2
SCOTIA CAPITAL INC. added105,700$10M0.1%2026-Q2
Well Done, LLC added104,489$9M0.1%2026-Q2
Massar Capital Management, LP new102,230$9M0.1%2026-Q2
IFP Advisors, Inc added101,274$9M0.1%2026-Q2
Legacy Edge Advisors, LLC added100,577$11M0.1%2026-Q2
Mariner, LLC trimmed99,428$9M0.1%2026-Q2
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC added95,903$9M0.1%2026-Q2
Lido Advisors, LLC added95,443$9M0.1%2026-Q2
ARVEST INVESTMENTS, INC. added93,230$8M0.1%2026-Q2
Coppell Advisory Solutions LLC trimmed1,223$32M0.3%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