Who owns IHE (IHE)
Which tracked institutional funds hold IHE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IHE 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.
How the tape is positioned
35 tracked funds added or opened IHE while 15 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
IHE’s largest tracked holder by dollar value, Fisher Asset Management, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IHE 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 195 tracked filers holding IHE, 99 increased or opened the position and 56 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 IHE 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 14
- McElhenny Sheffield Capital Management, LLC$18M
- Insight Wealth Strategies, LLC$10M
- Virtue Capital Management, LLC$6M
- Cadent Capital Advisors, LLC$5M
- LEE JOHNSON CAPITAL MANAGEMENT, LLC$2M
- GFS Advisors, LLC$1M
Full exits 8
- Accurate Wealth Management, LLC$6M
- Banque Cantonale Vaudoise$2M
- VestGen Advisors, LLC$2M
- MARSHALL WACE, LLP$1M
- CHILDRESS CAPITAL ADVISORS, LLC$1M
- AXXCESS WEALTH MANAGEMENT, LLC$769K
Largest adds
- Aptus Capital Advisors, LLC$25M
- JPMORGAN CHASE & CO$14M
- Cetera Investment Advisers$8M
- Foundations Investment Advisors, LLC$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$5M
- Concurrent Investment Advisors, LLC$5M
Largest trims
- BNP PARIBAS FINANCIAL MARKETS$4M
- ROYAL BANK OF CANADA$3M
- GRIMES & Co WEALTH MANAGEMENT, LLC$2M
- BANK OF MONTREAL /CAN/$1M
- CITADEL ADVISORS LLC$677K
- OSAIC HOLDINGS, INC.$371K
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 |
|---|---|---|---|---|
| Fisher Asset Management, LLC trimmed | 2,767,359 | $240M | 35.9% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 689,274 | $60M | 8.9% | 2026-Q1 |
| MORGAN STANLEY added | 480,268 | $42M | 6.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 456,606 | $40M | 5.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 375,746 | $32M | 4.7% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 286,543 | $25M | 3.7% | 2026-Q1 |
| McElhenny Sheffield Capital Management, LLC trimmed | 202,612 | $18M | 2.6% | 2026-Q1 |
| LPL Financial LLC added | 170,188 | $15M | 2.2% | 2026-Q1 |
| Anfield Capital Management, LLC added | 129,577 | $11M | 1.7% | 2026-Q1 |
| Insight Wealth Strategies, LLC new | 118,692 | $10M | 1.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 116,293 | $10M | 1.5% | 2026-Q1 |
| Cetera Investment Advisers added | 109,471 | $9M | 1.4% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 93,112 | $8M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 79,908 | $7M | 1.0% | 2026-Q1 |
| BROWN ADVISORY INC | 75,432 | $7M | 1.0% | 2026-Q1 |
| Virtue Capital Management, LLC trimmed | 76,344 | $6M | 1.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 69,932 | $6M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 66,738 | $6M | 0.9% | 2026-Q1 |
| Cadent Capital Advisors, LLC new | 61,616 | $5M | 0.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 60,401 | $5M | 0.8% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 57,188 | $5M | 0.7% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 53,289 | $5M | 0.7% | 2026-Q1 |
| Concord Investment Counsel Inc. trimmed | 49,158 | $4M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 46,842 | $4M | 0.6% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 40,993 | $4M | 0.5% | 2026-Q1 |
| UBS Group AG added | 39,680 | $3M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 37,482 | $3M | 0.5% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 36,666 | $3M | 0.5% | 2026-Q1 |
| Merit Financial Group, LLC | 31,323 | $3M | 0.4% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP trimmed | 31,159 | $3M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 26,704 | $2M | 0.3% | 2026-Q1 |
| PATTEN & PATTEN INC/TN trimmed | 26,540 | $2M | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 24,922 | $2M | 0.3% | 2026-Q1 |
| CAHILL FINANCIAL ADVISORS INC added | 20,336 | $2M | 0.3% | 2026-Q1 |
| FMR LLC added | 19,814 | $2M | 0.3% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 18,816 | $2M | 0.2% | 2026-Q1 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC new | 18,493 | $2M | 0.2% | 2026-Q1 |
| GFS Advisors, LLC new | 9,000 | $1M | 0.2% | 2026-Q1 |
| CX Institutional added | 16,252 | $1M | 0.2% | 2026-Q1 |
| SPINNAKER TRUST | 15,849 | $1M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 15,548 | $1M | 0.2% | 2026-Q1 |
| Massachusetts Wealth Management trimmed | 14,820 | $1M | 0.2% | 2026-Q1 |
| St. Louis Financial Planners Asset Management, LLC new | 13,804 | $1M | 0.2% | 2026-Q1 |
| One Capital Management, LLC trimmed | 13,205 | $1M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 13,126 | $1M | 0.2% | 2026-Q1 |
| Asset Management Group, Inc. added | 12,957 | $1M | 0.2% | 2026-Q1 |
| Avior Wealth Management, LLC new | 12,856 | $1M | 0.2% | 2026-Q1 |
| Texas Yale Capital Corp. | 12,225 | $1M | 0.2% | 2026-Q1 |
| Institute for Wealth Management, LLC. trimmed | 11,244 | $975K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 9,646 | $836K | 0.1% | 2026-Q1 |
| SeaBridge Investment Advisors LLC new | 9,367 | $812K | 0.1% | 2026-Q1 |
| ARKANSAS FINANCIAL GROUP, INC. added | 9,011 | $791K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 9,020 | $782K | 0.1% | 2026-Q1 |
| Raleigh Capital Management Inc. added | 8,659 | $751K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 8,613 | $747K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 7,921 | $687K | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 7,841 | $680K | 0.1% | 2026-Q1 |
| WorthPointe, LLC trimmed | 7,683 | $666K | 0.1% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC trimmed | 7,156 | $620K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 7,103 | $616K | 0.1% | 2026-Q1 |
| Lynx Investment Advisory added | 6,867 | $595K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 6,865 | $595K | 0.1% | 2026-Q1 |
| Creative Planning added | 6,844 | $593K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC | 6,786 | $588K | 0.1% | 2026-Q1 |
| Summit Global Investments new | 6,729 | $583K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 6,560 | $569K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 6,519 | $565K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 6,489 | $562K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 6,415 | $556K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 6,303 | $546K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 6,246 | $544K | 0.1% | 2026-Q1 |
| HERITAGE OAK WEALTH ADVISORS LLC new | 6,117 | $530K | 0.1% | 2026-Q1 |
| Purewater Capital LLC new | 6,072 | $526K | 0.1% | 2026-Q1 |
| Baker Avenue Asset Management, LP new | 5,894 | $511K | 0.1% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 5,780 | $501K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 5,652 | $490K | 0.1% | 2026-Q1 |
| WOODMONT INVESTMENT COUNSEL LLC | 5,574 | $483K | 0.1% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 5,525 | $479K | 0.1% | 2026-Q1 |
| American Institute for Advanced Investment Management, LLP new | 5,351 | $464K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 5,323 | $461K | 0.1% | 2026-Q1 |
| FIRST FINANCIAL BANK - TRUST DIVISION trimmed | 5,069 | $439K | 0.1% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 4,972 | $431K | 0.1% | 2026-Q1 |
| GRIMES & Co WEALTH MANAGEMENT, LLC trimmed | 4,554 | $395K | 0.1% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 4,398 | $381K | 0.1% | 2026-Q1 |
| MONECO ADVISORS, LLC new | 4,384 | $380K | 0.1% | 2026-Q1 |
| Accurate Wealth Management, LLC trimmed | 75,126 | $6M | 1.0% | 2025-Q4 stale |
| Thrivent Financial for Lutherans added | 37,636 | $2M | 0.4% | 2025-Q2 stale |
| Banque Cantonale Vaudoise new | 24,500 | $2M | 0.3% | 2025-Q4 stale |
| VestGen Advisors, LLC new | 23,549 | $2M | 0.3% | 2025-Q4 stale |
| Clearbridge Investments, LLC new | 26,868 | $2M | 0.3% | 2025-Q1 stale |
| MARSHALL WACE, LLP added | 14,338 | $1M | 0.2% | 2025-Q4 stale |
| CHILDRESS CAPITAL ADVISORS, LLC new | 12,000 | $1M | 0.2% | 2025-Q4 stale |
| Quadrature Capital Ltd added | 11,838 | $835K | 0.1% | 2025-Q1 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 9,062 | $769K | 0.1% | 2025-Q4 stale |
| Family Firm, Inc. trimmed | 9,691 | $684K | 0.1% | 2025-Q1 stale |
| Boothe Investment Group, Inc. new | 9,189 | $602K | 0.1% | 2025-Q2 stale |
| Tower Research Capital LLC (TRC) trimmed | 8,159 | $592K | 0.1% | 2025-Q3 stale |
| Stratos Wealth Advisors, LLC added | 6,546 | $555K | 0.1% | 2025-Q4 stale |
| COMERICA BANK added | 6,330 | $537K | 0.1% | 2025-Q4 stale |
| TWO SIGMA SECURITIES, LLC added | 5,511 | $389K | 0.1% | 2025-Q1 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.