Who owns IJJ (IJJ)
Which tracked institutional funds hold IJJ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IJJ 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
74 tracked funds added or opened IJJ while 91 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
IJJ’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes IJJ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IJJ 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 835 tracked filers holding IJJ, 280 increased or opened the position and 356 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 IJJ 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 20
- OFS Enterprise LLC$8M
- PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$6M
- Cordatus Wealth Management LLC$5M
- CITADEL ADVISORS LLC$4M
- Federation des caisses Desjardins du Quebec$3M
- FLOW TRADERS U.S. LLC$2M
Full exits 26
- FULLER & THALER ASSET MANAGEMENT, INC.$18M
- COMERICA BANK$12M
- Blue Edge Capital, LLC$10M
- Oldfather Financial Services, LLC$8M
- SOL Capital Management CO$6M
- Gallagher Capital Advisors, LLC$4M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$46M
- FMR LLC$41M
- RAYMOND JAMES FINANCIAL INC$17M
- JONES FINANCIAL COMPANIES LLLP$16M
- UBS Group AG$15M
- BNP PARIBAS FINANCIAL MARKETS$13M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$93M
- GW HENSSLER & ASSOCIATES LTD$23M
- AMERIPRISE FINANCIAL INC$13M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9M
- WELLS FARGO & COMPANY/MN$9M
- Leeward Investments, LLC - MA$6M
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 |
|---|---|---|---|---|
| FMR LLC added | 4,094,538 | $543M | 10.7% | 2026-Q1 |
| MORGAN STANLEY added | 4,040,744 | $535M | 10.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 3,437,727 | $455M | 9.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,402,568 | $318M | 6.3% | 2026-Q1 |
| UBS Group AG added | 2,237,341 | $296M | 5.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,194,627 | $291M | 5.7% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 1,350,338 | $179M | 3.5% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 1,091,192 | $145M | 2.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 922,764 | $122M | 2.4% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. trimmed | 825,346 | $109M | 2.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 772,213 | $102M | 2.0% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 672,228 | $89M | 1.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 639,260 | $85M | 1.7% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 625,330 | $83M | 1.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 599,744 | $80M | 1.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 558,496 | $74M | 1.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 438,176 | $57M | 1.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 407,817 | $54M | 1.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 412,787 | $54M | 1.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 380,229 | $50M | 1.0% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 341,363 | $45M | 0.9% | 2026-Q1 |
| Evensky & Katz LLC trimmed | 335,183 | $44M | 0.9% | 2026-Q1 |
| MAI Capital Management trimmed | 325,115 | $43M | 0.8% | 2026-Q1 |
| MIDLAND WEALTH ADVISORS, LLC trimmed | 286,673 | $38M | 0.7% | 2026-Q1 |
| Wilmington Savings Fund Society, FSB trimmed | 283,540 | $38M | 0.7% | 2026-Q1 |
| BOKF, NA added | 268,987 | $36M | 0.7% | 2026-Q1 |
| Cerity Partners LLC added | 266,001 | $35M | 0.7% | 2026-Q1 |
| World Investment Advisors added | 265,442 | $35M | 0.7% | 2026-Q1 |
| Rehmann Capital Advisory Group added | 252,258 | $33M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 236,258 | $31M | 0.6% | 2026-Q1 |
| Willis Johnson & Associates, Inc. trimmed | 234,440 | $31M | 0.6% | 2026-Q1 |
| COURIER CAPITAL LLC trimmed | 224,220 | $30M | 0.6% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 224,193 | $30M | 0.6% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 220,982 | $29M | 0.6% | 2026-Q1 |
| Creative Planning trimmed | 200,444 | $27M | 0.5% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 179,242 | $24M | 0.5% | 2026-Q1 |
| Lido Advisors, LLC added | 176,595 | $23M | 0.5% | 2026-Q1 |
| Mariner, LLC added | 174,235 | $23M | 0.5% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 164,616 | $22M | 0.4% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 162,564 | $22M | 0.4% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 155,807 | $21M | 0.4% | 2026-Q1 |
| Sterling Financial Planning, Inc. added | 153,885 | $20M | 0.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 150,000 | $20M | 0.4% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 145,448 | $19M | 0.4% | 2026-Q1 |
| Wealthspire Advisors, LLC trimmed | 138,738 | $18M | 0.4% | 2026-Q1 |
| Focus Partners Wealth added | 131,515 | $17M | 0.3% | 2026-Q1 |
| Lutz Financial Services LLC trimmed | 118,830 | $16M | 0.3% | 2026-Q1 |
| Capital Advisors, Ltd. LLC trimmed | 110,627 | $15M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 108,414 | $14M | 0.3% | 2026-Q1 |
| Texas Yale Capital Corp. trimmed | 108,369 | $14M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 106,470 | $14M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 104,492 | $14M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 103,300 | $14M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 102,835 | $14M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 102,818 | $14M | 0.3% | 2026-Q1 |
| GHP Investment Advisors, Inc. trimmed | 102,445 | $14M | 0.3% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 102,200 | $14M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 100,692 | $13M | 0.3% | 2026-Q1 |
| Cassaday & Co Wealth Management LLC trimmed | 97,149 | $13M | 0.3% | 2026-Q1 |
| Salomon & Ludwin, LLC trimmed | 96,489 | $13M | 0.3% | 2026-Q1 |
| 1834 INVESTMENT ADVISORS CO trimmed | 94,959 | $13M | 0.2% | 2026-Q1 |
| FIRST MERCHANTS CORP trimmed | 93,337 | $12M | 0.2% | 2026-Q1 |
| Omega Financial Group, LLC added | 91,176 | $12M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 90,484 | $12M | 0.2% | 2026-Q1 |
| Asset Management Group, Inc. trimmed | 89,492 | $12M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 88,520 | $12M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 85,484 | $11M | 0.2% | 2026-Q1 |
| Ellis Investment Partners, LLC trimmed | 85,123 | $11M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 84,311 | $11M | 0.2% | 2026-Q1 |
| Dakota Wealth Management added | 83,967 | $11M | 0.2% | 2026-Q1 |
| PW Nova Financial Services LLC added | 82,843 | $11M | 0.2% | 2026-Q1 |
| Balance Wealth, LLC trimmed | 81,687 | $11M | 0.2% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 80,683 | $11M | 0.2% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. added | 79,980 | $11M | 0.2% | 2026-Q1 |
| REGIONS FINANCIAL CORP added | 78,370 | $10M | 0.2% | 2026-Q1 |
| Mill Creek Capital Advisors, LLC | 72,186 | $10M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 67,512 | $9M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 62,899 | $8M | 0.2% | 2026-Q1 |
| LMG Wealth Partners, LLC added | 62,779 | $8M | 0.2% | 2026-Q1 |
| OFS Enterprise LLC new | 61,348 | $8M | 0.2% | 2026-Q1 |
| InvesTrust | 59,633 | $8M | 0.2% | 2026-Q1 |
| Flaharty Asset Management, LLC trimmed | 59,328 | $8M | 0.2% | 2026-Q1 |
| Causey Wealth LLC trimmed | 58,993 | $8M | 0.2% | 2026-Q1 |
| DDFG, Inc added | 58,500 | $8M | 0.2% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 56,983 | $8M | 0.1% | 2026-Q1 |
| MFA WEALTH ADVISORS, LLC added | 56,771 | $8M | 0.1% | 2026-Q1 |
| Summit Financial, LLC added | 56,725 | $8M | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 56,397 | $7M | 0.1% | 2026-Q1 |
| Bryn Mawr Trust Advisors, LLC added | 55,402 | $7M | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 54,282 | $7M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 54,184 | $7M | 0.1% | 2026-Q1 |
| Foundation Wealth Management, LLC added | 53,429 | $7M | 0.1% | 2026-Q1 |
| SPC Financial, Inc. trimmed | 164,688 | $21M | 0.4% | 2025-Q3 stale |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 3,409 | $18M | 0.4% | 2025-Q4 stale |
| COMERICA BANK trimmed | 88,866 | $12M | 0.2% | 2025-Q4 stale |
| Camarda Financial Advisors, LLC added | 93,466 | $11M | 0.2% | 2025-Q1 stale |
| Blue Edge Capital, LLC trimmed | 74,511 | $10M | 0.2% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 72,938 | $9M | 0.2% | 2025-Q1 stale |
| Oldfather Financial Services, LLC added | 63,185 | $8M | 0.2% | 2025-Q4 stale |
| Ascension Capital Advisors, Inc. trimmed | 68,103 | $8M | 0.2% | 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.