Who owns IHDG
Which tracked institutional funds hold IHDG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IHDG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 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
65 tracked funds added or opened IHDG while 33 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
IHDG’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes IHDG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IHDG 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 226 tracked filers holding IHDG, 96 increased or opened the position and 140 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 IHDG 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 10
- R2 Capital Strategies, LLC$4M
- Global Retirement Partners, LLC$2M
- CITADEL ADVISORS LLC$2M
- Diversify Advisory Services, LLC$1M
- GOLDMAN SACHS GROUP INC$1M
- MISSION WEALTH MANAGEMENT, LP$1M
Full exits 15
- HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC$20M
- Cambridge Investment Research Advisors, Inc.$12M
- JANE STREET GROUP, LLC$10M
- FLOW TRADERS U.S. LLC$9M
- RHUMBLINE ADVISERS$4M
- ELEVATION POINT WEALTH PARTNERS, LLC$3M
Largest adds
- Ameritas Advisory Services, LLC$27M
- Prepared Retirement Institute LLC$14M
- MORGAN STANLEY$12M
- AE Wealth Management LLC$10M
- BANK OF AMERICA CORP /DE/$7M
- OSAIC HOLDINGS, INC.$7M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$19M
- RAYMOND JAMES FINANCIAL INC$19M
- Eagle Strategies LLC$15M
- LPL Financial LLC$15M
- Steward Partners Investment Advisory, LLC$8M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5M
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 3,364,175 | $176M | 11.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 3,182,488 | $167M | 11.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,294,923 | $120M | 7.9% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 1,401,573 | $73M | 4.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,238,170 | $65M | 4.3% | 2026-Q2 |
| Falcon Wealth Planning added | 998,941 | $52M | 3.4% | 2026-Q2 |
| AE Wealth Management LLC added | 988,454 | $52M | 3.4% | 2026-Q2 |
| Creative Planning added | 941,951 | $49M | 3.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 814,323 | $43M | 2.8% | 2026-Q2 |
| Trilogy Capital Inc. added | 784,789 | $41M | 2.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 773,171 | $40M | 2.7% | 2026-Q2 |
| UBS Group AG trimmed | 724,245 | $38M | 2.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 586,023 | $31M | 2.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 485,942 | $25M | 1.7% | 2026-Q2 |
| CAPITAL WEALTH MANAGEMENT, LLC added | 451,633 | $24M | 1.6% | 2026-Q2 |
| Marietta Wealth Management, LLC added | 389,425 | $20M | 1.3% | 2026-Q2 |
| Summit Asset Management, LLC trimmed | 384,135 | $20M | 1.3% | 2026-Q2 |
| WESCAP Management Group, Inc. trimmed | 378,708 | $20M | 1.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 357,978 | $19M | 1.2% | 2026-Q2 |
| Gaddis Premier Wealth Advisors LLC added | 330,551 | $17M | 1.1% | 2026-Q2 |
| WEALTH MANAGEMENT RESOURCES, INC. added | 329,179 | $17M | 1.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 287,565 | $15M | 1.0% | 2026-Q2 |
| Prepared Retirement Institute LLC added | 263,132 | $14M | 0.9% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 259,307 | $14M | 0.9% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 249,413 | $13M | 0.9% | 2026-Q2 |
| Eagle Strategies LLC trimmed | 247,960 | $13M | 0.9% | 2026-Q2 |
| Curi Capital, LLC trimmed | 244,859 | $13M | 0.8% | 2026-Q2 |
| Trinity Wealth Management, LLC trimmed | 239,282 | $13M | 0.8% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 228,114 | $12M | 0.8% | 2026-Q2 |
| Solano Wealth Investment Advisors LLC added | 226,834 | $12M | 0.8% | 2026-Q2 |
| Mariner, LLC added | 221,217 | $12M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 219,111 | $11M | 0.8% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC added | 205,876 | $11M | 0.7% | 2026-Q2 |
| Melone Private Wealth, LLC added | 205,264 | $11M | 0.7% | 2026-Q2 |
| Wealthspire Retirement, LLC trimmed | 184,303 | $10M | 0.6% | 2026-Q2 |
| Argo Wealth Advisory, LLC added | 183,696 | $10M | 0.6% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 180,821 | $9M | 0.6% | 2026-Q2 |
| Lido Advisors, LLC added | 180,438 | $9M | 0.6% | 2026-Q2 |
| Berkeley, Inc trimmed | 177,474 | $9M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 176,265 | $9M | 0.6% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 158,083 | $8M | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 133,393 | $7M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 129,860 | $7M | 0.4% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 128,507 | $7M | 0.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 119,686 | $6M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 109,239 | $6M | 0.4% | 2026-Q2 |
| Americana Partners, LLC added | 108,750 | $6M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 104,773 | $5M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 101,745 | $5M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 100,671 | $5M | 0.3% | 2026-Q2 |
| Sachetta, LLC added | 93,733 | $5M | 0.3% | 2026-Q2 |
| LAUREL OAK WEALTH MANAGEMENT, LLC trimmed | 93,706 | $5M | 0.3% | 2026-Q2 |
| ADAMSBROWN WEALTH CONSULTANTS LLC trimmed | 88,838 | $5M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 82,849 | $4M | 0.3% | 2026-Q2 |
| Nvest Wealth Strategies, Inc. trimmed | 78,033 | $4M | 0.3% | 2026-Q2 |
| &PARTNERS added | 77,982 | $4M | 0.3% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 75,403 | $4M | 0.3% | 2026-Q2 |
| Prism Advisors, Inc. trimmed | 72,524 | $4M | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 71,931 | $4M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 71,740 | $4M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 71,692 | $4M | 0.2% | 2026-Q2 |
| R2 Capital Strategies, LLC new | 67,839 | $4M | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 66,869 | $4M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 63,368 | $3M | 0.2% | 2026-Q2 |
| Fortis Capital Management LLC trimmed | 62,160 | $3M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 60,789 | $3M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 60,243 | $3M | 0.2% | 2026-Q2 |
| Sculati Wealth Management, LLC trimmed | 58,802 | $3M | 0.2% | 2026-Q2 |
| Hobbs Group Advisors, LLC trimmed | 55,675 | $3M | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 51,713 | $3M | 0.2% | 2026-Q2 |
| Platform Technology Partners added | 50,230 | $3M | 0.2% | 2026-Q2 |
| OLD NATIONAL BANCORP /IN/ trimmed | 46,578 | $2M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 43,941 | $2M | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC added | 43,585 | $2M | 0.2% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 43,028 | $2M | 0.1% | 2026-Q2 |
| Choice Wealth Advisors LLC trimmed | 42,460 | $2M | 0.1% | 2026-Q2 |
| Provident Wealth Management, LLC added | 40,406 | $2M | 0.1% | 2026-Q2 |
| Mach-1 Financial Group, LLC added | 40,403 | $2M | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. trimmed | 38,720 | $2M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 38,502 | $2M | 0.1% | 2026-Q2 |
| Greykasell Wealth Strategies, Inc. trimmed | 37,052 | $2M | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 36,642 | $2M | 0.1% | 2026-Q2 |
| World Investment Advisors trimmed | 36,049 | $2M | 0.1% | 2026-Q2 |
| Southland Equity Partners LLC added | 34,765 | $2M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 34,026 | $2M | 0.1% | 2026-Q2 |
| VALLEY NATIONAL ADVISERS INC added | 33,635 | $2M | 0.1% | 2026-Q2 |
| Core Wealth Advisors, Inc. trimmed | 33,232 | $2M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 33,009 | $2M | 0.1% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT trimmed | 32,235 | $2M | 0.1% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 31,491 | $2M | 0.1% | 2026-Q2 |
| XY Planning Network, Inc. trimmed | 30,335 | $2M | 0.1% | 2026-Q2 |
| PERSPECTIVE WEALTH ADVISORS LLC trimmed | 28,890 | $2M | 0.1% | 2026-Q2 |
| Rehmann Capital Advisory Group added | 28,603 | $2M | 0.1% | 2026-Q2 |
| Stonebridge Wealth Management, LLC trimmed | 27,755 | $1M | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 27,647 | $1M | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 27,647 | $1M | 0.1% | 2026-Q2 |
| NORTHBRIDGE FINANCIAL GROUP, LLC trimmed | 26,211 | $1M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 25,649 | $1M | 0.1% | 2026-Q2 |
| United Advisor Group, LLC trimmed | 24,993 | $1M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 24,897 | $1M | 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.