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-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.
How the tape is positioned
The tracked-fund tape on IHAK is one-sided between 2026-Q1 and 2026-Q2: 46 added or opened and 12 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 166 tracked filers holding IHAK, 80 increased or opened the position and 75 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 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 2
- Annex Advisory Services, LLC$29M
- Global Retirement Partners, LLC$671K
Full exits 9
- CITADEL ADVISORS LLC$3M
- Janney Montgomery Scott LLC$2M
- PETRA FINANCIAL ADVISORS INC$1M
- Cambridge Investment Research Advisors, Inc.$957K
- FLOW TRADERS U.S. LLC$926K
- JANE STREET GROUP, LLC$879K
Largest adds
- BANK OF AMERICA CORP /DE/$27M
- LPL Financial LLC$6M
- UBS Group AG$6M
- Wharton Business Group, LLC$4M
- ROYAL BANK OF CANADA$2M
- SCOTIA CAPITAL INC.$2M
Largest trims
- MORGAN STANLEY$14M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$5M
- Spire Wealth Management$360K
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 1,635,100 | $99M | 30.4% | 2026-Q2 |
| Annex Advisory Services, LLC new | 476,282 | $29M | 8.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 354,620 | $22M | 6.6% | 2026-Q2 |
| LPL Financial LLC added | 338,105 | $21M | 6.3% | 2026-Q2 |
| UBS Group AG added | 300,317 | $18M | 5.6% | 2026-Q2 |
| Wharton Business Group, LLC trimmed | 288,965 | $18M | 5.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 141,909 | $9M | 2.6% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 129,319 | $8M | 2.4% | 2026-Q2 |
| Nelson Capital Management, LLC added | 93,976 | $6M | 1.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 89,831 | $5M | 1.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 68,590 | $4M | 1.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 65,996 | $4M | 1.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 57,427 | $3M | 1.1% | 2026-Q2 |
| 1 NORTH WEALTH SERVICES LLC added | 48,935 | $3M | 0.9% | 2026-Q2 |
| NorthRock Partners, LLC added | 47,878 | $3M | 0.9% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 47,456 | $3M | 0.9% | 2026-Q2 |
| CROSSPOINT FINANCIAL, LLC trimmed | 46,680 | $3M | 0.9% | 2026-Q2 |
| AE Wealth Management LLC added | 46,046 | $3M | 0.9% | 2026-Q2 |
| Lido Advisors, LLC added | 44,869 | $3M | 0.8% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 44,196 | $3M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 40,957 | $2M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 37,719 | $2M | 0.7% | 2026-Q2 |
| RAINIER FAMILY WEALTH INC added | 35,395 | $2M | 0.7% | 2026-Q2 |
| Stenham Asset Management Ltd added | 32,723 | $2M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC added | 32,085 | $2M | 0.6% | 2026-Q2 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC added | 31,692 | $2M | 0.6% | 2026-Q2 |
| GTS SECURITIES LLC added | 30,652 | $2M | 0.6% | 2026-Q2 |
| Baird Financial Group, Inc. added | 30,152 | $2M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 29,994 | $2M | 0.6% | 2026-Q2 |
| Csenge Advisory Group added | 28,285 | $2M | 0.5% | 2026-Q2 |
| Crescent Grove Advisors, LLC trimmed | 28,030 | $2M | 0.5% | 2026-Q2 |
| Kassira Wealth Management LLC added | 26,368 | $2M | 0.5% | 2026-Q2 |
| Solutions 4 Wealth, Ltd added | 21,712 | $1M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 20,705 | $1M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 19,586 | $1M | 0.4% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 19,126 | $1M | 0.4% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 18,689 | $1M | 0.3% | 2026-Q2 |
| Krilogy Financial LLC added | 18,250 | $1M | 0.3% | 2026-Q2 |
| DARA CAPITAL US, INC. | 17,115 | $1M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 16,874 | $1M | 0.3% | 2026-Q2 |
| NAPLES GLOBAL ADVISORS, LLC trimmed | 15,505 | $941K | 0.3% | 2026-Q2 |
| Creative Planning added | 15,229 | $925K | 0.3% | 2026-Q2 |
| Ellis Investment Partners, LLC added | 15,160 | $920K | 0.3% | 2026-Q2 |
| Stonehage Fleming Financial Services Holdings Ltd | 15,000 | $911K | 0.3% | 2026-Q2 |
| POM Investment Strategies, LLC added | 14,986 | $910K | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 14,709 | $893K | 0.3% | 2026-Q2 |
| Pacific Sun Financial Corp added | 14,140 | $858K | 0.3% | 2026-Q2 |
| Visionary Wealth Advisors added | 13,825 | $839K | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 13,815 | $839K | 0.3% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 13,551 | $798K | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 13,090 | $795K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 11,928 | $724K | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. | 11,679 | $711K | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 11,062 | $672K | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 11,047 | $671K | 0.2% | 2026-Q2 |
| Centurion Wealth Management LLC trimmed | 10,327 | $627K | 0.2% | 2026-Q2 |
| Waldron Private Wealth LLC | 10,245 | $622K | 0.2% | 2026-Q2 |
| PINEBRIDGE INVESTMENTS LLC trimmed | 10,150 | $616K | 0.2% | 2026-Q2 |
| &PARTNERS trimmed | 9,961 | $605K | 0.2% | 2026-Q2 |
| WARNER FINANCIAL, INC added | 9,850 | $598K | 0.2% | 2026-Q2 |
| Kingdom Financial Group LLC. added | 9,785 | $594K | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 9,321 | $566K | 0.2% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 9,177 | $557K | 0.2% | 2026-Q2 |
| Penobscot Investment Management Company, Inc. trimmed | 8,602 | $522K | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 8,525 | $518K | 0.2% | 2026-Q2 |
| City State Bank | 7,849 | $477K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 7,423 | $451K | 0.1% | 2026-Q2 |
| 10Elms LLP added | 7,207 | $438K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 7,014 | $426K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 6,994 | $425K | 0.1% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed | 6,859 | $416K | 0.1% | 2026-Q2 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. new | 6,365 | $386K | 0.1% | 2026-Q2 |
| KINTRA WEALTH, LLC added | 6,329 | $433K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 6,108 | $371K | 0.1% | 2026-Q2 |
| RETIREMENT CAPITAL STRATEGIES | 6,015 | $365K | 0.1% | 2026-Q2 |
| Purus Wealth Management, LLC trimmed | 6,013 | $365K | 0.1% | 2026-Q2 |
| World Investment Advisors | 5,539 | $242K | 0.1% | 2026-Q2 |
| NORTHERN TRUST CORP | 5,419 | $329K | 0.1% | 2026-Q2 |
| J. Mark Nickell & Co. added | 4,971 | $302K | 0.1% | 2026-Q2 |
| Tidal Investments LLC new | 4,808 | $292K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 4,766 | $289K | 0.1% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 4,659 | $283K | 0.1% | 2026-Q2 |
| Trexquant Investment LP trimmed | 4,639 | $282K | 0.1% | 2026-Q2 |
| Portland Financial Advisors Inc trimmed | 4,333 | $263K | 0.1% | 2026-Q2 |
| Opus Financial Solutions LLC trimmed | 4,156 | $252K | 0.1% | 2026-Q2 |
| CORA CAPITAL ADVISORS LLC trimmed | 4,149 | $252K | 0.1% | 2026-Q2 |
| Forum Private Client Group LLC trimmed | 4,117 | $250K | 0.1% | 2026-Q2 |
| Bulwark Capital Corp | 4,085 | $248K | 0.1% | 2026-Q2 |
| PFG Investments, LLC trimmed | 4,041 | $245K | 0.1% | 2026-Q2 |
| Sierra Capital LLC new | 4,040 | $245K | 0.1% | 2026-Q2 |
| LRI Investments, LLC | 3,900 | $237K | 0.1% | 2026-Q2 |
| RETIREMENT PLANNING GROUP, LLC / NY trimmed | 3,878 | $235K | 0.1% | 2026-Q2 |
| Spire Wealth Management trimmed | 3,820 | $232K | 0.1% | 2026-Q2 |
| Valmark Advisers, Inc. | 3,780 | $229K | 0.1% | 2026-Q2 |
| B.O.S.S. Retirement Advisors, LLC new | 3,706 | $225K | 0.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 3,671 | $223K | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC new | 3,554 | $216K | 0.1% | 2026-Q2 |
| Clark Capital Management Group, Inc. new | 3,456 | $210K | 0.1% | 2026-Q2 |
| Mascagni Wealth Management, Inc. trimmed | 3,441 | $209K | 0.1% | 2026-Q2 |
| NOVEM GROUP new | 3,433 | $208K | 0.1% | 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.