Who owns IHAK
Which tracked institutional funds hold IHAK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IHAK company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
13 tracked funds added or opened IHAK while 34 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
IHAK’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes IHAK more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IHAK 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 168 tracked filers holding IHAK, 62 increased or opened the position and 87 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 IHAK 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 3
- CITADEL ADVISORS LLC$3M
- Janney Montgomery Scott LLC$2M
- Gladstone Institutional Advisory LLC$2M
Full exits 8
- SAVA PENZISKO DRUSHTVO A.D. SKOPJE$6M
- Atria Investments, Inc$1M
- First Heartland Consultants, Inc.$1M
- Corient Private Wealth LLC$1M
- CORA CAPITAL ADVISORS LLC$1M
- WCG Wealth Advisors LLC$937K
Largest adds
- MORGAN STANLEY$16M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$5M
- Private Advisor Group, LLC$1M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$580K
- Kovack Advisors, Inc.$420K
- Capital Advisors, Ltd. LLC$330K
Largest trims
- BANK OF AMERICA CORP /DE/$15M
- Centurion Wealth Management LLC$4M
- AMERIPRISE FINANCIAL INC$4M
- JANE STREET GROUP, LLC$3M
- OSAIC HOLDINGS, INC.$3M
- HighTower Advisors, LLC$3M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 1,646,229 | $72M | 26.3% | 2026-Q1 |
| MORGAN STANLEY added | 808,440 | $35M | 12.9% | 2026-Q1 |
| LPL Financial LLC added | 336,596 | $15M | 5.4% | 2026-Q1 |
| Wharton Business Group, LLC added | 317,825 | $14M | 5.1% | 2026-Q1 |
| UBS Group AG trimmed | 288,293 | $13M | 4.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 141,754 | $6M | 2.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 136,358 | $6M | 2.2% | 2026-Q1 |
| SCOTIA CAPITAL INC. trimmed | 129,465 | $6M | 2.1% | 2026-Q1 |
| Nelson Capital Management, LLC trimmed | 93,899 | $4M | 1.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 84,719 | $4M | 1.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 69,658 | $3M | 1.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 56,931 | $2M | 0.9% | 2026-Q1 |
| Aprio Wealth Management, LLC trimmed | 52,648 | $2M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 50,530 | $2M | 0.8% | 2026-Q1 |
| CROSSPOINT FINANCIAL, LLC trimmed | 50,359 | $2M | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 49,552 | $2M | 0.8% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 47,739 | $2M | 0.8% | 2026-Q1 |
| NorthRock Partners, LLC trimmed | 47,260 | $2M | 0.8% | 2026-Q1 |
| 1 NORTH WEALTH SERVICES LLC added | 44,178 | $2M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 44,119 | $2M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 43,352 | $2M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 41,769 | $2M | 0.7% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 39,364 | $2M | 0.6% | 2026-Q1 |
| Lido Advisors, LLC added | 38,566 | $2M | 0.6% | 2026-Q1 |
| AE Wealth Management LLC added | 36,759 | $2M | 0.6% | 2026-Q1 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC trimmed | 31,392 | $2M | 0.6% | 2026-Q1 |
| RAINIER FAMILY WEALTH INC added | 33,222 | $1M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 31,291 | $1M | 0.5% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 29,315 | $1M | 0.5% | 2026-Q1 |
| Crescent Grove Advisors, LLC trimmed | 28,336 | $1M | 0.5% | 2026-Q1 |
| Csenge Advisory Group trimmed | 28,257 | $1M | 0.5% | 2026-Q1 |
| PETRA FINANCIAL ADVISORS INC trimmed | 26,072 | $1M | 0.4% | 2026-Q1 |
| Kassira Wealth Management LLC trimmed | 25,954 | $1M | 0.4% | 2026-Q1 |
| Stenham Asset Management Ltd added | 23,559 | $1M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 22,326 | $975K | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 21,920 | $957K | 0.4% | 2026-Q1 |
| Solutions 4 Wealth, Ltd | 21,709 | $948K | 0.3% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 21,208 | $926K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 20,133 | $879K | 0.3% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 19,575 | $854K | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 19,571 | $854K | 0.3% | 2026-Q1 |
| Krilogy Financial LLC trimmed | 17,864 | $826K | 0.3% | 2026-Q1 |
| PINEBRIDGE INVESTMENTS LLC trimmed | 18,910 | $825K | 0.3% | 2026-Q1 |
| Intrua Financial, LLC trimmed | 18,405 | $803K | 0.3% | 2026-Q1 |
| DARA CAPITAL US, INC. | 17,115 | $747K | 0.3% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC added | 16,639 | $726K | 0.3% | 2026-Q1 |
| NAPLES GLOBAL ADVISORS, LLC trimmed | 16,005 | $699K | 0.3% | 2026-Q1 |
| Chicago Partners Investment Group LLC | 14,476 | $695K | 0.3% | 2026-Q1 |
| Ellis Investment Partners, LLC added | 15,129 | $660K | 0.2% | 2026-Q1 |
| Stonehage Fleming Financial Services Holdings Ltd | 15,000 | $655K | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 14,828 | $647K | 0.2% | 2026-Q1 |
| Creative Planning trimmed | 14,814 | $647K | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 13,993 | $611K | 0.2% | 2026-Q1 |
| Pacific Sun Financial Corp added | 13,713 | $599K | 0.2% | 2026-Q1 |
| Spire Wealth Management trimmed | 13,571 | $592K | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 13,529 | $591K | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 13,309 | $581K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 13,173 | $575K | 0.2% | 2026-Q1 |
| Visionary Wealth Advisors added | 12,663 | $553K | 0.2% | 2026-Q1 |
| Centurion Wealth Management LLC trimmed | 11,792 | $515K | 0.2% | 2026-Q1 |
| CWM, LLC trimmed | 11,721 | $512K | 0.2% | 2026-Q1 |
| Kovack Advisors, Inc. trimmed | 11,679 | $511K | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC added | 11,400 | $498K | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 11,327 | $494K | 0.2% | 2026-Q1 |
| &PARTNERS new | 10,718 | $468K | 0.2% | 2026-Q1 |
| Waldron Private Wealth LLC | 10,245 | $447K | 0.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 10,168 | $444K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 9,956 | $435K | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 9,074 | $396K | 0.1% | 2026-Q1 |
| Penobscot Investment Management Company, Inc. trimmed | 9,006 | $393K | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC | 8,967 | $391K | 0.1% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 8,953 | $391K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 8,443 | $369K | 0.1% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed | 8,012 | $350K | 0.1% | 2026-Q1 |
| City State Bank | 7,849 | $343K | 0.1% | 2026-Q1 |
| Capital Advisors, Ltd. LLC added | 7,724 | $337K | 0.1% | 2026-Q1 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE trimmed | 117,569 | $6M | 2.1% | 2025-Q4 stale |
| Mountain Hill Investment Partners Corp. trimmed | 79,320 | $4M | 1.4% | 2025-Q1 stale |
| Watts Gwilliam & Co., LLC | 43,431 | $2M | 0.8% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 29,474 | $2M | 0.6% | 2025-Q2 stale |
| Groupe la Francaise new | 33,060 | $1M | 0.5% | 2025-Q3 stale |
| Koa Wealth Management, LLC added | 27,141 | $1M | 0.5% | 2025-Q3 stale |
| Atria Investments, Inc added | 29,048 | $1M | 0.5% | 2025-Q4 stale |
| First Heartland Consultants, Inc. added | 28,958 | $1M | 0.5% | 2025-Q4 stale |
| Northeast Financial Consultants Inc | 25,400 | $1M | 0.5% | 2025-Q2 stale |
| Corient Private Wealth LLC | 26,214 | $1M | 0.5% | 2025-Q4 stale |
| Moran Wealth Management, LLC added | 20,803 | $1M | 0.4% | 2025-Q3 stale |
| PINEBRIDGE INVESTMENTS, L.P. added | 20,669 | $1M | 0.4% | 2025-Q3 stale |
| CORA CAPITAL ADVISORS LLC added | 22,049 | $1M | 0.4% | 2025-Q4 stale |
| HB Wealth Management, LLC new | 21,023 | $988K | 0.4% | 2025-Q1 stale |
| WCG Wealth Advisors LLC added | 19,462 | $937K | 0.3% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. added | 19,146 | $921K | 0.3% | 2025-Q4 stale |
| Virtue Capital Management, LLC new | 13,394 | $630K | 0.2% | 2025-Q1 stale |
| Global Retirement Partners, LLC added | 11,048 | $532K | 0.2% | 2025-Q4 stale |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. trimmed | 10,000 | $486K | 0.2% | 2025-Q4 stale |
| WEDBUSH SECURITIES INC trimmed | 9,593 | $451K | 0.2% | 2025-Q1 stale |
| PVG ASSET MANAGEMENT CORP new | 7,804 | $415K | 0.2% | 2025-Q2 stale |
| FRANKLIN RESOURCES INC | 7,381 | $386K | 0.1% | 2025-Q3 stale |
| Valley Financial Group, Inc. trimmed | 7,329 | $384K | 0.1% | 2025-Q3 stale |
| ICICI Prudential Asset Management Co Ltd | 6,480 | $345K | 0.1% | 2025-Q2 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.