Who owns IHF (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-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
14 tracked funds added or opened IHF while 36 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
IHF’s largest tracked holder by dollar value, Phoenix Financial Ltd., sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 194 tracked filers holding IHF, 72 increased or opened the position and 79 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 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 4
- TWO SIGMA INVESTMENTS, LP$16M
- BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$3M
- GTS SECURITIES LLC$863K
- JANE STREET GROUP, LLC$569K
Full exits 5
- Private Advisory Group LLC$7M
- Wealth Alliance Advisory Group, LLC$2M
- Envestnet Portfolio Solutions, Inc.$821K
- INTEGRITY ALLIANCE, LLC.$797K
- Cox Capital Mgt LLC$740K
Largest adds
- Phoenix Financial Ltd.$42M
- GOLDMAN SACHS GROUP INC$5M
- STIFEL FINANCIAL CORP$4M
- Tower Research Capital LLC (TRC)$2M
- Bank of New York Mellon Corp$1M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1M
Largest trims
- Quadrature Capital Ltd$12M
- Federation des caisses Desjardins du Quebec$9M
- UBS Group AG$7M
- BNP PARIBAS FINANCIAL MARKETS$5M
- WELLS FARGO & COMPANY/MN$2M
- Wharton Business Group, LLC$2M
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 |
|---|---|---|---|---|
| Phoenix Financial Ltd. added | 1,025,353 | $43M | 10.1% | 2026-Q1 |
| Sather Financial Group Inc added | 1,017,415 | $43M | 10.0% | 2026-Q1 |
| MORGAN STANLEY added | 810,554 | $34M | 8.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 574,425 | $24M | 5.7% | 2026-Q1 |
| ELEMENT POINTE ADVISORS, LLC added | 444,622 | $19M | 4.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 389,123 | $16M | 3.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 376,822 | $16M | 3.7% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 359,890 | $15M | 3.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 355,020 | $15M | 3.5% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 350,000 | $15M | 3.4% | 2026-Q1 |
| Wharton Business Group, LLC | 335,810 | $14M | 3.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 250,961 | $11M | 2.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 221,767 | $9M | 2.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 221,055 | $9M | 2.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 198,112 | $8M | 2.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 163,949 | $7M | 1.6% | 2026-Q1 |
| UBS Group AG trimmed | 154,071 | $6M | 1.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 116,745 | $5M | 1.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 114,885 | $5M | 1.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 111,948 | $5M | 1.1% | 2026-Q1 |
| Sage Advisory Services, Ltd.Co. added | 104,704 | $4M | 1.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 101,123 | $4M | 1.0% | 2026-Q1 |
| MARTIN & CO INC /TN/ added | 88,778 | $4M | 0.9% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 84,825 | $4M | 0.8% | 2026-Q1 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added | 81,774 | $3M | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 61,443 | $3M | 0.6% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 59,933 | $3M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 54,245 | $2M | 0.5% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP trimmed | 51,152 | $2M | 0.5% | 2026-Q1 |
| FDx Advisors, Inc. trimmed | 43,723 | $2M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 40,228 | $2M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 37,930 | $2M | 0.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 36,393 | $2M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 34,504 | $1M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 32,069 | $1M | 0.3% | 2026-Q1 |
| LEUTHOLD GROUP, LLC trimmed | 31,970 | $1M | 0.3% | 2026-Q1 |
| Creative Planning trimmed | 31,771 | $1M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 31,709 | $1M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 31,121 | $1M | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 29,087 | $1M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 29,072 | $1M | 0.3% | 2026-Q1 |
| Hills Bank & Trust Co trimmed | 28,371 | $1M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 27,486 | $1M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 24,029 | $1M | 0.2% | 2026-Q1 |
| TRUST CO OF TOLEDO NA /OH/ | 23,739 | $993K | 0.2% | 2026-Q1 |
| FMR LLC added | 23,678 | $991K | 0.2% | 2026-Q1 |
| Jefferies Financial Group Inc. added | 22,448 | $939K | 0.2% | 2026-Q1 |
| Quadrature Capital Ltd trimmed | 21,848 | $914K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 21,275 | $890K | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC added | 20,625 | $863K | 0.2% | 2026-Q1 |
| Sowell Financial Services LLC added | 20,159 | $844K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 20,137 | $843K | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 19,362 | $810K | 0.2% | 2026-Q1 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC trimmed | 15,251 | $638K | 0.2% | 2026-Q1 |
| INVESTMENT HOUSE LLC added | 15,057 | $630K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 14,419 | $603K | 0.1% | 2026-Q1 |
| Mariner, LLC added | 14,418 | $603K | 0.1% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 14,305 | $599K | 0.1% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 14,227 | $595K | 0.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC | 13,654 | $571K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 13,603 | $569K | 0.1% | 2026-Q1 |
| Sava Infond d.o.o. trimmed | 13,580 | $568K | 0.1% | 2026-Q1 |
| Wisconsin Wealth Advisors, LLC added | 13,086 | $548K | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 12,957 | $542K | 0.1% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 12,570 | $526K | 0.1% | 2026-Q1 |
| Evanson Asset Management, LLC added | 12,282 | $514K | 0.1% | 2026-Q1 |
| Focus Partners Wealth trimmed | 11,858 | $496K | 0.1% | 2026-Q1 |
| Caprock Group, LLC | 11,450 | $479K | 0.1% | 2026-Q1 |
| MAI Capital Management trimmed | 11,124 | $466K | 0.1% | 2026-Q1 |
| Voya Financial Advisors, Inc. added | 10,755 | $441K | 0.1% | 2026-Q1 |
| NORTHLAND SECURITIES, INC. trimmed | 10,517 | $440K | 0.1% | 2026-Q1 |
| Cresset Asset Management, LLC | 10,280 | $430K | 0.1% | 2026-Q1 |
| Urban Wealth Management, LLC | 10,220 | $428K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 10,225 | $427K | 0.1% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 10,066 | $421K | 0.1% | 2026-Q1 |
| Iowa State Bank | 10,000 | $418K | 0.1% | 2026-Q1 |
| Private Advisory Group LLC added | 151,112 | $7M | 1.7% | 2025-Q4 stale |
| ALTFEST L J & CO INC trimmed | 101,579 | $5M | 1.2% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 76,669 | $4M | 0.9% | 2025-Q2 stale |
| Mirae Asset Global Investments Co., Ltd. new | 62,000 | $3M | 0.7% | 2025-Q2 stale |
| AssuredPartners Investment Advisors, LLC added | 53,721 | $3M | 0.7% | 2025-Q1 stale |
| Cordatus Wealth Management LLC new | 35,029 | $2M | 0.4% | 2025-Q2 stale |
| Wealth Alliance Advisory Group, LLC new | 31,890 | $2M | 0.4% | 2025-Q4 stale |
| WEXFORD CAPITAL LP new | 29,845 | $1M | 0.3% | 2025-Q2 stale |
| OPPENHEIMER & CO INC added | 25,660 | $1M | 0.3% | 2025-Q2 stale |
| BEARING POINT CAPITAL, LLC new | 20,429 | $994K | 0.2% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC added | 19,809 | $964K | 0.2% | 2025-Q2 stale |
| Lifeworks Advisors, LLC new | 19,176 | $933K | 0.2% | 2025-Q2 stale |
| Envestnet Portfolio Solutions, Inc. added | 17,119 | $821K | 0.2% | 2025-Q4 stale |
| INTEGRITY ALLIANCE, LLC. added | 16,631 | $797K | 0.2% | 2025-Q4 stale |
| Stonegate Management LLC new | 16,000 | $790K | 0.2% | 2025-Q3 stale |
| 49 WEALTH MANAGEMENT, LLC trimmed | 14,840 | $784K | 0.2% | 2025-Q1 stale |
| Cox Capital Mgt LLC new | 15,146 | $740K | 0.2% | 2025-Q4 stale |
| Certified Advisory Corp trimmed | 12,620 | $614K | 0.1% | 2025-Q2 stale |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 11,621 | $614K | 0.1% | 2025-Q1 stale |
| ROCKLAND TRUST CO new | 11,574 | $563K | 0.1% | 2025-Q2 stale |
| FIRST NATIONAL CORP /MA/ /ADV trimmed | 9,945 | $491K | 0.1% | 2025-Q3 stale |
| D. E. Shaw & Co., Inc. added | 8,695 | $429K | 0.1% | 2025-Q3 stale |
| First Horizon Advisors, Inc. trimmed | 8,500 | $414K | 0.1% | 2025-Q2 stale |
| Conservest Capital Advisors, Inc. new | 8,423 | $410K | 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.