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Institutional Ownership · SEC Form 13F

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.

131
Institutional holders
111,576,939
Shares held (tracked funds)
74.0%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
Allianz Asset Management GmbH22,464,342$66M17.6%2026-Q1
Global Media & Entertainment Investments Ltd18,140,000$53M14.2%2026-Q1
BlackRock, Inc. trimmed8,165,915$24M6.4%2026-Q1
DEUTSCHE BANK AG\ added6,623,623$19M5.2%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed5,694,999$17M4.5%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new4,935,932$14M3.9%2026-Q1
OAK HILL ADVISORS LP4,880,530$14M3.8%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added4,078,675$12M3.2%2026-Q1
Douglas Lane & Associates, LLC trimmed3,800,269$11M3.0%2026-Q1
GOLDMAN SACHS GROUP INC trimmed3,264,482$10M2.6%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added3,061,619$9M2.4%2026-Q1
FOURSIXTHREE CAPITAL LP2,594,105$8M2.0%2026-Q1
STATE STREET CORP added2,465,058$7M1.9%2026-Q1
SONA ASSET MANAGEMENT (US) LLC added1,874,668$5M1.5%2026-Q1
JPMORGAN CHASE & CO trimmed1,812,663$5M1.4%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new1,570,975$5M1.2%2026-Q1
Purpose Unlimited Inc.1,270,000$4M1.0%2026-Q1
NORTHERN TRUST CORP added990,152$3M0.8%2026-Q1
Melqart Asset Management (UK) Ltd added969,704$3M0.8%2026-Q1
MORGAN STANLEY trimmed944,109$3M0.7%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed849,511$2M0.7%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added828,729$2M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new801,216$2M0.6%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added597,113$2M0.5%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed471,420$1M0.4%2026-Q1
WOLVERINE ASSET MANAGEMENT LLC451,080$1M0.4%2026-Q1
GSA CAPITAL PARTNERS LLP added446,766$1M0.3%2026-Q1
PANAGORA ASSET MANAGEMENT INC added408,006$1M0.3%2026-Q1
WHITEBOX ADVISORS LLC added400,000$1M0.3%2026-Q1
Soviero Asset Management, LP trimmed400,000$1M0.3%2026-Q1
Aperture Investors, LLC400,000$1M0.3%2026-Q1
TUDOR INVESTMENT CORP ET AL added381,085$1M0.3%2026-Q1
Bank of New York Mellon Corp trimmed345,701$1M0.3%2026-Q1
Capital World Investors333,235$973K0.3%2026-Q1
PPM AMERICA INC/IL296,607$866K0.2%2026-Q1
JANE STREET GROUP, LLC added256,997$750K0.2%2026-Q1
Engineers Gate Manager LP added254,110$742K0.2%2026-Q1
BANK OF AMERICA CORP /DE/ added251,950$736K0.2%2026-Q1
Invesco Ltd. trimmed243,305$710K0.2%2026-Q1
ALLIANCEBERNSTEIN L.P.147,670$614K0.2%2026-Q1
Nuveen, LLC trimmed198,616$580K0.2%2026-Q1
SEI INVESTMENTS CO trimmed179,838$525K0.1%2026-Q1
AMERICAN FINANCIAL GROUP INC162,091$473K0.1%2026-Q1
Granby Capital Management, LLC trimmed150,000$438K0.1%2026-Q1
RHUMBLINE ADVISERS trimmed147,069$429K0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added133,221$390K0.1%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD added132,014$385K0.1%2026-Q1
CITIGROUP INC added121,864$356K0.1%2026-Q1
IEQ CAPITAL, LLC trimmed121,657$355K0.1%2026-Q1
STRS OHIO121,200$354K0.1%2026-Q1
MARSHALL WACE, LLP trimmed102,338$299K0.1%2026-Q1
Susquehanna Portfolio Strategies, LLC trimmed100,812$294K0.1%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed96,541$282K0.1%2026-Q1
Vanguard Global Advisers, LLC new89,114$260K0.1%2026-Q1
FRANKLIN RESOURCES INC added75,290$220K0.1%2026-Q1
Krilogy Financial LLC added53,850$201K0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed68,481$200K0.1%2026-Q1
MARINER INVESTMENT GROUP LLC new63,178$184K0.0%2026-Q1
BARCLAYS PLC trimmed62,827$183K0.0%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed61,374$179K0.0%2026-Q1
State of Wyoming added59,046$172K0.0%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added57,854$169K0.0%2026-Q1
MetLife Investment Management, LLC added57,439$168K0.0%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed50,541$148K0.0%2026-Q1
UBS Group AG trimmed47,615$139K0.0%2026-Q1
CWM, LLC added47,081$137K0.0%2026-Q1
AEGON USA Investment Management, LLC46,764$137K0.0%2026-Q1
Mariner, LLC trimmed43,754$128K0.0%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC36,872$108K0.0%2026-Q1
PRUDENTIAL FINANCIAL INC added35,965$105K0.0%2026-Q1
Graham Capital Management, L.P. added34,210$100K0.0%2026-Q1
VANGUARD GROUP INC trimmed6,548,248$27M7.3%2025-Q4 stale
INVESCO SENIOR SECURED MANAGEMENT INC /ADV trimmed2,031,039$8M2.3%2025-Q4 stale
LOOMIS SAYLES & CO L P trimmed747,234$2M0.6%2025-Q3 stale
Schonfeld Strategic Advisors LLC1,000,000$2M0.5%2025-Q2 stale
CastleKnight Management LP456,800$1M0.4%2025-Q3 stale
D. E. Shaw & Co., Inc. trimmed265,310$1M0.3%2025-Q4 stale
Informed Momentum Co LLC added209,988$874K0.2%2025-Q4 stale
Helix Partners Management LP trimmed300,000$861K0.2%2025-Q3 stale
HRT FINANCIAL LP added162,776$677K0.2%2025-Q4 stale
POLEN CAPITAL MANAGEMENT LLC added155,516$647K0.2%2025-Q4 stale
ARISTEIA CAPITAL, L.L.C. trimmed147,059$612K0.2%2025-Q4 stale
DIMENSIONAL FUND ADVISORS LP added90,162$375K0.1%2025-Q4 stale
Luxor Capital Group, LP new200,000$330K0.1%2025-Q1 stale
TWO SIGMA ADVISERS, LP added111,600$320K0.1%2025-Q3 stale
CITADEL ADVISORS LLC added73,472$306K0.1%2025-Q4 stale
Counterpoint Mutual Funds LLC added68,366$284K0.1%2025-Q4 stale
AMERIPRISE FINANCIAL INC trimmed98,852$284K0.1%2025-Q3 stale
HAP Trading, LLC new121,948$215K0.1%2025-Q2 stale
Thrivent Financial for Lutherans trimmed125,192$206K0.1%2025-Q1 stale
XTX Topco Ltd trimmed43,565$181K0.0%2025-Q4 stale
MACKENZIE FINANCIAL CORP added56,615$162K0.0%2025-Q3 stale
Verition Fund Management LLC trimmed37,507$156K0.0%2025-Q4 stale
Connor, Clark & Lunn Investment Management Ltd. added50,228$144K0.0%2025-Q3 stale
BANK OF NOVA SCOTIA new34,173$142K0.0%2025-Q4 stale
Centiva Capital, LP added40,155$115K0.0%2025-Q3 stale
SIMPLEX TRADING, LLC added65,386$115K0.0%2025-Q2 stale
ExodusPoint Capital Management, LP trimmed39,777$114K0.0%2025-Q3 stale
NOMURA HOLDINGS INC added39,666$114K0.0%2025-Q3 stale
Man Group plc added66,447$110K0.0%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.

HoldersTotal shares

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.

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