Who owns IHF
Which tracked institutional funds hold IHF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IHF company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 IHF is one-sided between 2026-Q1 and 2026-Q2: 47 added or opened and 14 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
IHF’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, 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 IHF more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IHF 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 208 tracked filers holding IHF, 73 increased or opened the position and 90 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 IHF 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 7
- Tidal Investments LLC$21M
- IFG Advisory, LLC$2M
- WEXFORD CAPITAL LP$2M
- Integrated Wealth Concepts LLC$2M
- SHELTON CAPITAL MANAGEMENT$700K
- Evanson Financial, LLC$680K
Full exits 10
- PEAPACK GLADSTONE FINANCIAL CORP$2M
- FDx Advisors, Inc.$2M
- CITADEL ADVISORS LLC$1M
- Point72 Asset Management, L.P.$1M
- HighTower Advisors, LLC$1M
- Cambridge Investment Research Advisors, Inc.$890K
Largest adds
- JPMORGAN CHASE & CO$147M
- LPL Financial LLC$82M
- Sather Financial Group Inc$17M
- Phoenix Financial Ltd.$14M
- MORGAN STANLEY$14M
- ENVESTNET ASSET MANAGEMENT INC$12M
Largest trims
- TWO SIGMA INVESTMENTS, LP$15M
- BNP PARIBAS FINANCIAL MARKETS$12M
- AMERIPRISE FINANCIAL INC$3M
- Tower Research Capital LLC (TRC)$2M
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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 2,686,641 | $149M | 20.2% | 2026-Q2 |
| LPL Financial LLC added | 1,655,612 | $92M | 12.4% | 2026-Q2 |
| Sather Financial Group Inc added | 1,069,109 | $59M | 8.0% | 2026-Q2 |
| Phoenix Financial Ltd. | 1,025,353 | $57M | 7.7% | 2026-Q2 |
| MORGAN STANLEY added | 858,920 | $48M | 6.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 484,617 | $27M | 3.6% | 2026-Q2 |
| ELEMENT POINTE ADVISORS, LLC added | 482,108 | $27M | 3.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 426,235 | $24M | 3.2% | 2026-Q2 |
| Tidal Investments LLC new | 378,026 | $21M | 2.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 372,132 | $21M | 2.8% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 358,093 | $20M | 2.7% | 2026-Q2 |
| Wharton Business Group, LLC | 335,810 | $19M | 2.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 333,171 | $18M | 2.5% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 215,721 | $12M | 1.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 187,440 | $10M | 1.4% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 178,672 | $10M | 1.3% | 2026-Q2 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added | 163,510 | $9M | 1.2% | 2026-Q2 |
| UBS Group AG trimmed | 147,434 | $8M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 142,448 | $8M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 123,051 | $7M | 0.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 107,660 | $6M | 0.8% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 106,851 | $6M | 0.8% | 2026-Q2 |
| Sage Advisory Services, Ltd.Co. trimmed | 98,098 | $5M | 0.7% | 2026-Q2 |
| MARTIN & CO INC /TN/ trimmed | 87,957 | $5M | 0.7% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 84,790 | $5M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 56,626 | $3M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 50,022 | $3M | 0.4% | 2026-Q2 |
| IFG Advisory, LLC new | 42,382 | $2M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 40,019 | $2M | 0.3% | 2026-Q2 |
| LEUTHOLD GROUP, LLC added | 38,245 | $2M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 37,739 | $2M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 36,537 | $2M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 34,584 | $2M | 0.3% | 2026-Q2 |
| WEXFORD CAPITAL LP added | 30,973 | $2M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 30,034 | $2M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 29,574 | $2M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 28,716 | $2M | 0.2% | 2026-Q2 |
| Hills Bank & Trust Co trimmed | 28,211 | $2M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 27,981 | $2M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 27,022 | $1M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 26,591 | $1M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 23,752 | $1M | 0.2% | 2026-Q2 |
| TRUST CO OF TOLEDO NA /OH/ trimmed | 23,714 | $1M | 0.2% | 2026-Q2 |
| Jefferies Financial Group Inc. | 22,448 | $1M | 0.2% | 2026-Q2 |
| FMR LLC trimmed | 20,552 | $1M | 0.2% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 20,260 | $1M | 0.2% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 20,145 | $1M | 0.2% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 16,852 | $932K | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 16,529 | $915K | 0.1% | 2026-Q2 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC added | 15,422 | $853K | 0.1% | 2026-Q2 |
| INVESTMENT HOUSE LLC | 15,057 | $630K | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 14,522 | $804K | 0.1% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 14,314 | $792K | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 14,136 | $782K | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC | 13,654 | $755K | 0.1% | 2026-Q2 |
| Sava Infond d.o.o. | 13,580 | $751K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 13,298 | $736K | 0.1% | 2026-Q2 |
| Realta Investment Advisors added | 12,910 | $714K | 0.1% | 2026-Q2 |
| Wisconsin Wealth Advisors, LLC trimmed | 12,772 | $707K | 0.1% | 2026-Q2 |
| SHELTON CAPITAL MANAGEMENT new | 12,646 | $700K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 12,317 | $682K | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 12,297 | $680K | 0.1% | 2026-Q2 |
| Evanson Financial, LLC new | 12,290 | $680K | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 11,851 | $656K | 0.1% | 2026-Q2 |
| Voya Financial Advisors, Inc. added | 11,825 | $654K | 0.1% | 2026-Q2 |
| Caprock Group, LLC | 11,450 | $634K | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC new | 10,935 | $605K | 0.1% | 2026-Q2 |
| NORTHLAND SECURITIES, INC. added | 10,802 | $598K | 0.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 10,583 | $586K | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC | 10,280 | $569K | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 10,072 | $557K | 0.1% | 2026-Q2 |
| Iowa State Bank | 10,000 | $553K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 9,765 | $540K | 0.1% | 2026-Q2 |
| Urban Wealth Management, LLC trimmed | 9,720 | $538K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC | 9,545 | $528K | 0.1% | 2026-Q2 |
| Kraft, Davis & Associates, LLC added | 9,085 | $520K | 0.1% | 2026-Q2 |
| GARRISON POINT ADVISORS, LLC | 8,860 | $490K | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. trimmed | 8,662 | $479K | 0.1% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 8,526 | $472K | 0.1% | 2026-Q2 |
| MAI Capital Management trimmed | 8,050 | $445K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 8,047 | $445K | 0.1% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS | 7,850 | $434K | 0.1% | 2026-Q2 |
| Haverford Trust Co | 7,365 | $408K | 0.1% | 2026-Q2 |
| Bensler, LLC | 7,310 | $404K | 0.1% | 2026-Q2 |
| Purkiss Capital Advisors LLC trimmed | 7,196 | $398K | 0.1% | 2026-Q2 |
| EQUITY INVESTMENT CORP new | 6,961 | $385K | 0.1% | 2026-Q2 |
| KCM INVESTMENT ADVISORS LLC | 6,957 | $385K | 0.1% | 2026-Q2 |
| GRIMES & Co WEALTH MANAGEMENT, LLC trimmed | 6,778 | $375K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 6,772 | $375K | 0.1% | 2026-Q2 |
| Crescent Grove Advisors, LLC | 6,591 | $365K | 0.0% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 6,584 | $364K | 0.0% | 2026-Q2 |
| Valeo Financial Advisors, LLC | 6,490 | $359K | 0.0% | 2026-Q2 |
| IMC-Chicago, LLC trimmed | 6,468 | $358K | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 6,328 | $350K | 0.0% | 2026-Q2 |
| PFG Investments, LLC | 6,283 | $348K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 6,255 | $346K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 6,186 | $342K | 0.0% | 2026-Q2 |
| FIRST HORIZON CORP trimmed | 6,125 | $339K | 0.0% | 2026-Q2 |
| AlphaCore Capital LLC | 6,099 | $337K | 0.0% | 2026-Q2 |
| Glenview Trust Co trimmed | 6,089 | $337K | 0.0% | 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.