Who owns IJK
Which tracked institutional funds hold IJK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IJK company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 IJK is one-sided between 2026-Q1 and 2026-Q2: 267 added or opened and 58 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
IJK’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes IJK more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IJK 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 962 tracked filers holding IJK, 322 increased or opened the position and 399 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 IJK 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 33
- PINKERTON WEALTH, LLC$185M
- Pacific Life Fund Advisors LLC$47M
- Hilltop Partners LLC$19M
- NewEdge Advisors, LLC$12M
- Onyx Bridge Wealth Group LLC$12M
- TWO SIGMA INVESTMENTS, LP$8M
Full exits 31
- USA FINANCIAL FORMULAS$105M
- HighTower Advisors, LLC$54M
- Capital Advisors, Ltd. LLC$21M
- Cambridge Investment Research Advisors, Inc.$14M
- CENTAURUS FINANCIAL, INC.$12M
- White Pine Investment CO$10M
Largest adds
- WELLS FARGO & COMPANY/MN$102M
- MORGAN STANLEY$82M
- BANK OF AMERICA CORP /DE/$69M
- FMR LLC$65M
- ENVESTNET ASSET MANAGEMENT INC$45M
- PNC Financial Services Group, Inc.$42M
Largest trims
- Modern Wealth Management, LLC$50M
- CoreCap Advisors, LLC$14M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$11M
- BNP PARIBAS FINANCIAL MARKETS$10M
- Equitable Holdings, Inc.$8M
- INDEPENDENT FINANCIAL GROUP, LLC$8M
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 7,365,748 | $865M | 11.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 5,894,027 | $693M | 9.5% | 2026-Q2 |
| FMR LLC trimmed | 4,492,033 | $528M | 7.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,677,630 | $432M | 5.9% | 2026-Q2 |
| True Freedom Investing, LLC trimmed | 2,217,617 | $223M | 3.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 2,139,491 | $251M | 3.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,065,287 | $243M | 3.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 2,012,805 | $237M | 3.2% | 2026-Q2 |
| UBS Group AG trimmed | 1,907,313 | $224M | 3.1% | 2026-Q2 |
| PINKERTON WEALTH, LLC added | 1,835,243 | $185M | 2.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,520,276 | $179M | 2.4% | 2026-Q2 |
| LPL Financial LLC added | 1,476,497 | $173M | 2.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 1,251,060 | $147M | 2.0% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 1,169,953 | $137M | 1.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,146,816 | $135M | 1.8% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,103,320 | $130M | 1.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 989,033 | $117M | 1.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 985,567 | $116M | 1.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 956,027 | $111M | 1.5% | 2026-Q2 |
| MAI Capital Management added | 728,317 | $86M | 1.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 696,600 | $80M | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 650,758 | $76M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 590,043 | $69M | 0.9% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 562,576 | $66M | 0.9% | 2026-Q2 |
| Cerity Partners LLC added | 536,489 | $63M | 0.9% | 2026-Q2 |
| Joel Isaacson & Co., LLC added | 501,110 | $59M | 0.8% | 2026-Q2 |
| BOKF, NA added | 483,485 | $57M | 0.8% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 468,196 | $55M | 0.8% | 2026-Q2 |
| Willis Johnson & Associates, Inc. trimmed | 455,280 | $53M | 0.7% | 2026-Q2 |
| REGIONS FINANCIAL CORP trimmed | 447,104 | $53M | 0.7% | 2026-Q2 |
| Focus Partners Wealth trimmed | 443,550 | $52M | 0.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 417,243 | $49M | 0.7% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 407,266 | $48M | 0.7% | 2026-Q2 |
| Pacific Life Fund Advisors LLC new | 400,548 | $47M | 0.6% | 2026-Q2 |
| MIDLAND WEALTH ADVISORS, LLC trimmed | 398,575 | $47M | 0.6% | 2026-Q2 |
| Moment Partners, LLC added | 396,412 | $47M | 0.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 361,510 | $42M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 350,476 | $41M | 0.6% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB trimmed | 344,211 | $40M | 0.6% | 2026-Q2 |
| Lido Advisors, LLC added | 338,768 | $40M | 0.5% | 2026-Q2 |
| Mariner, LLC trimmed | 301,678 | $35M | 0.5% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 288,196 | $34M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 277,858 | $33M | 0.4% | 2026-Q2 |
| Savant Capital, LLC added | 260,429 | $31M | 0.4% | 2026-Q2 |
| COURIER CAPITAL LLC added | 260,296 | $31M | 0.4% | 2026-Q2 |
| Arax Advisory Partners added | 257,702 | $30M | 0.4% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 245,585 | $29M | 0.4% | 2026-Q2 |
| Kozak & Associates, Inc. added | 230,502 | $27M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 217,369 | $26M | 0.3% | 2026-Q2 |
| Argent Trust Co added | 213,832 | $25M | 0.3% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC trimmed | 210,445 | $25M | 0.3% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 209,812 | $25M | 0.3% | 2026-Q2 |
| Creative Planning added | 207,056 | $24M | 0.3% | 2026-Q2 |
| Hudson Capital Management LLC trimmed | 202,922 | $24M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 188,268 | $22M | 0.3% | 2026-Q2 |
| Atlantic Union Bankshares Corp trimmed | 183,426 | $22M | 0.3% | 2026-Q2 |
| Sterling Financial Planning, Inc. trimmed | 182,653 | $21M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 176,060 | $21M | 0.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 170,893 | $20M | 0.3% | 2026-Q2 |
| INSPIRION WEALTH ADVISORS, LLC trimmed | 166,148 | $19M | 0.3% | 2026-Q2 |
| Salomon & Ludwin, LLC trimmed | 165,410 | $19M | 0.3% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. trimmed | 164,447 | $19M | 0.3% | 2026-Q2 |
| Hilltop Partners LLC new | 160,893 | $19M | 0.3% | 2026-Q2 |
| Texas Yale Capital Corp. added | 158,887 | $19M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 156,243 | $18M | 0.3% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 152,013 | $18M | 0.2% | 2026-Q2 |
| 1834 INVESTMENT ADVISORS CO trimmed | 150,402 | $18M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 144,718 | $17M | 0.2% | 2026-Q2 |
| GHP Investment Advisors, Inc. trimmed | 139,799 | $16M | 0.2% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 133,319 | $16M | 0.2% | 2026-Q2 |
| Ifrah Financial Services, Inc. trimmed | 133,087 | $16M | 0.2% | 2026-Q2 |
| PW Nova Financial Services LLC added | 122,533 | $14M | 0.2% | 2026-Q2 |
| FIRST MERCHANTS CORP trimmed | 118,600 | $14M | 0.2% | 2026-Q2 |
| AlTi Global, Inc. trimmed | 111,329 | $13M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC added | 107,855 | $13M | 0.2% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 107,553 | $13M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 105,618 | $12M | 0.2% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC new | 105,580 | $12M | 0.2% | 2026-Q2 |
| DDFG, Inc added | 102,672 | $12M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 102,173 | $12M | 0.2% | 2026-Q2 |
| Blue Edge Capital, LLC added | 99,403 | $12M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 98,780 | $12M | 0.2% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 95,167 | $11M | 0.2% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC trimmed | 92,285 | $11M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 92,160 | $11M | 0.1% | 2026-Q2 |
| Broadview Financial Management, LLC trimmed | 90,694 | $11M | 0.1% | 2026-Q2 |
| Associated Banc-Corp trimmed | 84,457 | $10M | 0.1% | 2026-Q2 |
| OFS Enterprise LLC added | 82,646 | $10M | 0.1% | 2026-Q2 |
| Bryn Mawr Trust Advisors, LLC trimmed | 81,018 | $10M | 0.1% | 2026-Q2 |
| Callan Family Office, LLC trimmed | 78,333 | $9M | 0.1% | 2026-Q2 |
| Heritage Trust Co added | 77,416 | $9M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 74,498 | $9M | 0.1% | 2026-Q2 |
| Rodgers & Associates, LTD trimmed | 73,635 | $9M | 0.1% | 2026-Q2 |
| First Citizens Financial Corp trimmed | 72,538 | $9M | 0.1% | 2026-Q2 |
| GREENLEAF TRUST trimmed | 71,058 | $8M | 0.1% | 2026-Q2 |
| Mechanics Bank Trust Department trimmed | 70,649 | $8M | 0.1% | 2026-Q2 |
| HB Wealth Management, LLC | 68,061 | $8M | 0.1% | 2026-Q2 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC added | 67,391 | $8M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 66,939 | $8M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 66,800 | $8M | 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.