Who owns 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-Q2 13F filings (latest filed 2026-08-20). 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 IJJ is one-sided between 2026-Q1 and 2026-Q2: 196 added or opened and 46 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
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 2026-Q1 and 2026-Q2, across 844 tracked filers holding IJJ, 283 increased or opened the position and 378 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 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 17
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$11M
- Independence Financial Advisors, LLC$10M
- Modern Wealth Management, LLC$8M
- TRUST CO OF VERMONT$2M
- Clear Creek Financial Management, LLC$1M
- Keystone Financial Group$1M
Full exits 29
- HighTower Advisors, LLC$50M
- Evensky & Katz LLC$44M
- Capital Advisors, Ltd. LLC$15M
- NATIXIS ADVISORS, LLC$12M
- Cambridge Investment Research Advisors, Inc.$11M
- Mill Creek Capital Advisors, LLC$10M
Largest adds
- WELLS FARGO & COMPANY/MN$64M
- FMR LLC$61M
- MORGAN STANLEY$54M
- ENVESTNET ASSET MANAGEMENT INC$40M
- BANK OF AMERICA CORP /DE/$34M
- PNC Financial Services Group, Inc.$27M
Largest trims
- Vestmark Advisory Solutions, Inc.$19M
- Dakota Wealth Management$10M
- UBS Group AG$10M
- Flaharty Asset Management, LLC$7M
- Prospera Financial Services Inc$5M
- BNP PARIBAS FINANCIAL MARKETS$5M
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 |
|---|---|---|---|---|
| FMR LLC trimmed | 4,088,134 | $604M | 11.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 3,991,007 | $590M | 10.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,517,335 | $520M | 9.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,383,455 | $352M | 6.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,237,277 | $330M | 6.1% | 2026-Q2 |
| UBS Group AG trimmed | 1,938,165 | $286M | 5.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 1,391,097 | $206M | 3.8% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 1,132,668 | $167M | 3.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 867,638 | $128M | 2.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 768,548 | $114M | 2.1% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. trimmed | 768,428 | $114M | 2.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 674,681 | $100M | 1.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 635,321 | $94M | 1.7% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 609,138 | $90M | 1.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 605,746 | $90M | 1.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 545,411 | $81M | 1.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 449,626 | $66M | 1.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 415,471 | $61M | 1.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 402,922 | $60M | 1.1% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 334,351 | $49M | 0.9% | 2026-Q2 |
| MAI Capital Management added | 332,590 | $49M | 0.9% | 2026-Q2 |
| MIDLAND WEALTH ADVISORS, LLC trimmed | 278,506 | $41M | 0.8% | 2026-Q2 |
| BOKF, NA added | 269,482 | $40M | 0.7% | 2026-Q2 |
| World Investment Advisors | 265,442 | $35M | 0.6% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB trimmed | 263,973 | $39M | 0.7% | 2026-Q2 |
| Cerity Partners LLC trimmed | 263,246 | $39M | 0.7% | 2026-Q2 |
| Lido Advisors, LLC added | 262,650 | $39M | 0.7% | 2026-Q2 |
| Rehmann Capital Advisory Group trimmed | 250,706 | $37M | 0.7% | 2026-Q2 |
| Willis Johnson & Associates, Inc. trimmed | 232,221 | $34M | 0.6% | 2026-Q2 |
| COURIER CAPITAL LLC added | 227,786 | $34M | 0.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 215,877 | $32M | 0.6% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 209,578 | $31M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 209,429 | $31M | 0.6% | 2026-Q2 |
| Creative Planning trimmed | 180,776 | $27M | 0.5% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 173,265 | $26M | 0.5% | 2026-Q2 |
| Mariner, LLC trimmed | 171,395 | $25M | 0.5% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 162,264 | $24M | 0.4% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 157,712 | $23M | 0.4% | 2026-Q2 |
| Sterling Financial Planning, Inc. added | 156,530 | $23M | 0.4% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 150,705 | $22M | 0.4% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 138,688 | $20M | 0.4% | 2026-Q2 |
| Focus Partners Wealth trimmed | 125,147 | $18M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 124,686 | $18M | 0.3% | 2026-Q2 |
| Lutz Financial Services LLC trimmed | 118,338 | $17M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 115,387 | $17M | 0.3% | 2026-Q2 |
| Texas Yale Capital Corp. trimmed | 108,310 | $16M | 0.3% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 105,579 | $16M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 105,531 | $16M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 104,147 | $15M | 0.3% | 2026-Q2 |
| GHP Investment Advisors, Inc. trimmed | 101,841 | $15M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 101,400 | $15M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 100,500 | $15M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 100,427 | $15M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 99,253 | $15M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 99,077 | $15M | 0.3% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC trimmed | 96,183 | $14M | 0.3% | 2026-Q2 |
| Salomon & Ludwin, LLC trimmed | 94,459 | $14M | 0.3% | 2026-Q2 |
| 1834 INVESTMENT ADVISORS CO trimmed | 93,660 | $14M | 0.3% | 2026-Q2 |
| Omega Financial Group, LLC added | 92,908 | $14M | 0.3% | 2026-Q2 |
| FIRST MERCHANTS CORP trimmed | 91,589 | $14M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 91,079 | $13M | 0.2% | 2026-Q2 |
| Asset Management Group, Inc. trimmed | 88,947 | $13M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC added | 88,462 | $13M | 0.2% | 2026-Q2 |
| PW Nova Financial Services LLC added | 85,851 | $13M | 0.2% | 2026-Q2 |
| Ellis Investment Partners, LLC trimmed | 84,376 | $12M | 0.2% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 80,133 | $12M | 0.2% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. trimmed | 79,854 | $12M | 0.2% | 2026-Q2 |
| Blue Edge Capital, LLC added | 77,483 | $11M | 0.2% | 2026-Q2 |
| Balance Wealth Partners LLC trimmed | 72,677 | $11M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 71,459 | $11M | 0.2% | 2026-Q2 |
| REGIONS FINANCIAL CORP trimmed | 70,984 | $10M | 0.2% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 66,399 | $10M | 0.2% | 2026-Q2 |
| Independence Financial Advisors, LLC new | 66,323 | $10M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 63,636 | $9M | 0.2% | 2026-Q2 |
| OFS Enterprise LLC added | 62,340 | $9M | 0.2% | 2026-Q2 |
| LMG Wealth Partners, LLC trimmed | 61,225 | $9M | 0.2% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 59,313 | $9M | 0.2% | 2026-Q2 |
| BlackRock, Inc. added | 58,676 | $9M | 0.2% | 2026-Q2 |
| DDFG, Inc trimmed | 58,149 | $9M | 0.2% | 2026-Q2 |
| Causey Wealth LLC trimmed | 57,928 | $9M | 0.2% | 2026-Q2 |
| InvesTrust trimmed | 57,033 | $8M | 0.2% | 2026-Q2 |
| Foundation Wealth Management, LLC added | 56,830 | $8M | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC added | 56,189 | $8M | 0.2% | 2026-Q2 |
| Summit Financial, LLC trimmed | 55,498 | $8M | 0.2% | 2026-Q2 |
| MFA WEALTH ADVISORS, LLC trimmed | 54,925 | $8M | 0.1% | 2026-Q2 |
| Bryn Mawr Trust Advisors, LLC trimmed | 54,654 | $8M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 54,179 | $8M | 0.1% | 2026-Q2 |
| MidFirst Bank trimmed | 52,980 | $8M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 52,727 | $8M | 0.1% | 2026-Q2 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC added | 51,806 | $8M | 0.1% | 2026-Q2 |
| First Citizens Financial Corp trimmed | 50,093 | $7M | 0.1% | 2026-Q2 |
| Bluespring Wealth Management, LLC added | 49,771 | $7M | 0.1% | 2026-Q2 |
| BECKER CAPITAL MANAGEMENT INC trimmed | 48,669 | $7M | 0.1% | 2026-Q2 |
| Hudson Capital Management LLC added | 48,312 | $7M | 0.1% | 2026-Q2 |
| GREENLEAF TRUST trimmed | 47,962 | $7M | 0.1% | 2026-Q2 |
| Ullmann Wealth Partners Group, LLC trimmed | 47,249 | $7M | 0.1% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC added | 46,850 | $7M | 0.1% | 2026-Q2 |
| D.B. Root & Company, LLC trimmed | 46,490 | $7M | 0.1% | 2026-Q2 |
| Asset Dedication, LLC trimmed | 44,725 | $7M | 0.1% | 2026-Q2 |
| M&T Bank Corp trimmed | 44,703 | $7M | 0.1% | 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.