Who owns IHRTB (IHRTB)
Which tracked institutional funds hold IHRTB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IHRTB 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
The tracked-fund tape on IHRTB is one-sided between 2025-Q4 and 2026-Q1: 9 added or opened and 41 trimmed or exited — on balance reducing.
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
IHRTB’s largest tracked holder by dollar value, Allianz Asset Management GmbH, 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 IHRTB 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 131 tracked filers holding IHRTB, 52 increased or opened the position and 76 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 IHRTB 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 5
- VANGUARD CAPITAL MANAGEMENT LLC$14M
- VANGUARD PORTFOLIO MANAGEMENT LLC$5M
- VANGUARD FIDUCIARY TRUST CO$2M
- BALYASNY ASSET MANAGEMENT L.P.$2M
- TUDOR INVESTMENT CORP ET AL$1M
Full exits 7
- VANGUARD GROUP INC$27M
- INVESCO SENIOR SECURED MANAGEMENT INC /ADV$8M
- D. E. Shaw & Co., Inc.$1M
- Informed Momentum Co LLC$874K
- HRT FINANCIAL LP$677K
- POLEN CAPITAL MANAGEMENT LLC$647K
Largest adds
- DEUTSCHE BANK AG\$4M
- WHITEBOX ADVISORS LLC$648K
- Melqart Asset Management (UK) Ltd$633K
- GSA CAPITAL PARTNERS LLP$349K
Largest trims
- Allianz Asset Management GmbH$28M
- Global Media & Entertainment Investments Ltd$22M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$11M
- BlackRock, Inc.$11M
- OAK HILL ADVISORS LP$6M
- Douglas Lane & Associates, LLC$5M
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 |
|---|---|---|---|---|
| Allianz Asset Management GmbH | 22,464,342 | $66M | 17.6% | 2026-Q1 |
| Global Media & Entertainment Investments Ltd | 18,140,000 | $53M | 14.2% | 2026-Q1 |
| BlackRock, Inc. trimmed | 8,165,915 | $24M | 6.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 6,623,623 | $19M | 5.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 5,694,999 | $17M | 4.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,935,932 | $14M | 3.9% | 2026-Q1 |
| OAK HILL ADVISORS LP | 4,880,530 | $14M | 3.8% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 4,078,675 | $12M | 3.2% | 2026-Q1 |
| Douglas Lane & Associates, LLC trimmed | 3,800,269 | $11M | 3.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 3,264,482 | $10M | 2.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,061,619 | $9M | 2.4% | 2026-Q1 |
| FOURSIXTHREE CAPITAL LP | 2,594,105 | $8M | 2.0% | 2026-Q1 |
| STATE STREET CORP added | 2,465,058 | $7M | 1.9% | 2026-Q1 |
| SONA ASSET MANAGEMENT (US) LLC added | 1,874,668 | $5M | 1.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,812,663 | $5M | 1.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,570,975 | $5M | 1.2% | 2026-Q1 |
| Purpose Unlimited Inc. | 1,270,000 | $4M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 990,152 | $3M | 0.8% | 2026-Q1 |
| Melqart Asset Management (UK) Ltd added | 969,704 | $3M | 0.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 944,109 | $3M | 0.7% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 849,511 | $2M | 0.7% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 828,729 | $2M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 801,216 | $2M | 0.6% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 597,113 | $2M | 0.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 471,420 | $1M | 0.4% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC | 451,080 | $1M | 0.4% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP added | 446,766 | $1M | 0.3% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 408,006 | $1M | 0.3% | 2026-Q1 |
| WHITEBOX ADVISORS LLC added | 400,000 | $1M | 0.3% | 2026-Q1 |
| Soviero Asset Management, LP trimmed | 400,000 | $1M | 0.3% | 2026-Q1 |
| Aperture Investors, LLC | 400,000 | $1M | 0.3% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 381,085 | $1M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 345,701 | $1M | 0.3% | 2026-Q1 |
| Capital World Investors | 333,235 | $973K | 0.3% | 2026-Q1 |
| PPM AMERICA INC/IL | 296,607 | $866K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 256,997 | $750K | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP added | 254,110 | $742K | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 251,950 | $736K | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 243,305 | $710K | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 147,670 | $614K | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 198,616 | $580K | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 179,838 | $525K | 0.1% | 2026-Q1 |
| AMERICAN FINANCIAL GROUP INC | 162,091 | $473K | 0.1% | 2026-Q1 |
| Granby Capital Management, LLC trimmed | 150,000 | $438K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 147,069 | $429K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 133,221 | $390K | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 132,014 | $385K | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 121,864 | $356K | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC trimmed | 121,657 | $355K | 0.1% | 2026-Q1 |
| STRS OHIO | 121,200 | $354K | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 102,338 | $299K | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC trimmed | 100,812 | $294K | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 96,541 | $282K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 89,114 | $260K | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 75,290 | $220K | 0.1% | 2026-Q1 |
| Krilogy Financial LLC added | 53,850 | $201K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 68,481 | $200K | 0.1% | 2026-Q1 |
| MARINER INVESTMENT GROUP LLC new | 63,178 | $184K | 0.0% | 2026-Q1 |
| BARCLAYS PLC trimmed | 62,827 | $183K | 0.0% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 61,374 | $179K | 0.0% | 2026-Q1 |
| State of Wyoming added | 59,046 | $172K | 0.0% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 57,854 | $169K | 0.0% | 2026-Q1 |
| MetLife Investment Management, LLC added | 57,439 | $168K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 50,541 | $148K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 47,615 | $139K | 0.0% | 2026-Q1 |
| CWM, LLC added | 47,081 | $137K | 0.0% | 2026-Q1 |
| AEGON USA Investment Management, LLC | 46,764 | $137K | 0.0% | 2026-Q1 |
| Mariner, LLC trimmed | 43,754 | $128K | 0.0% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 36,872 | $108K | 0.0% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 35,965 | $105K | 0.0% | 2026-Q1 |
| Graham Capital Management, L.P. added | 34,210 | $100K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 6,548,248 | $27M | 7.3% | 2025-Q4 stale |
| INVESCO SENIOR SECURED MANAGEMENT INC /ADV trimmed | 2,031,039 | $8M | 2.3% | 2025-Q4 stale |
| LOOMIS SAYLES & CO L P trimmed | 747,234 | $2M | 0.6% | 2025-Q3 stale |
| Schonfeld Strategic Advisors LLC | 1,000,000 | $2M | 0.5% | 2025-Q2 stale |
| CastleKnight Management LP | 456,800 | $1M | 0.4% | 2025-Q3 stale |
| D. E. Shaw & Co., Inc. trimmed | 265,310 | $1M | 0.3% | 2025-Q4 stale |
| Informed Momentum Co LLC added | 209,988 | $874K | 0.2% | 2025-Q4 stale |
| Helix Partners Management LP trimmed | 300,000 | $861K | 0.2% | 2025-Q3 stale |
| HRT FINANCIAL LP added | 162,776 | $677K | 0.2% | 2025-Q4 stale |
| POLEN CAPITAL MANAGEMENT LLC added | 155,516 | $647K | 0.2% | 2025-Q4 stale |
| ARISTEIA CAPITAL, L.L.C. trimmed | 147,059 | $612K | 0.2% | 2025-Q4 stale |
| DIMENSIONAL FUND ADVISORS LP added | 90,162 | $375K | 0.1% | 2025-Q4 stale |
| Luxor Capital Group, LP new | 200,000 | $330K | 0.1% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP added | 111,600 | $320K | 0.1% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 73,472 | $306K | 0.1% | 2025-Q4 stale |
| Counterpoint Mutual Funds LLC added | 68,366 | $284K | 0.1% | 2025-Q4 stale |
| AMERIPRISE FINANCIAL INC trimmed | 98,852 | $284K | 0.1% | 2025-Q3 stale |
| HAP Trading, LLC new | 121,948 | $215K | 0.1% | 2025-Q2 stale |
| Thrivent Financial for Lutherans trimmed | 125,192 | $206K | 0.1% | 2025-Q1 stale |
| XTX Topco Ltd trimmed | 43,565 | $181K | 0.0% | 2025-Q4 stale |
| MACKENZIE FINANCIAL CORP added | 56,615 | $162K | 0.0% | 2025-Q3 stale |
| Verition Fund Management LLC trimmed | 37,507 | $156K | 0.0% | 2025-Q4 stale |
| Connor, Clark & Lunn Investment Management Ltd. added | 50,228 | $144K | 0.0% | 2025-Q3 stale |
| BANK OF NOVA SCOTIA new | 34,173 | $142K | 0.0% | 2025-Q4 stale |
| Centiva Capital, LP added | 40,155 | $115K | 0.0% | 2025-Q3 stale |
| SIMPLEX TRADING, LLC added | 65,386 | $115K | 0.0% | 2025-Q2 stale |
| ExodusPoint Capital Management, LP trimmed | 39,777 | $114K | 0.0% | 2025-Q3 stale |
| NOMURA HOLDINGS INC added | 39,666 | $114K | 0.0% | 2025-Q3 stale |
| Man Group plc added | 66,447 | $110K | 0.0% | 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.