Who owns IJK (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-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
151 tracked funds added or opened IJK while 71 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
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 2025-Q4 and 2026-Q1, across 922 tracked filers holding IJK, 327 increased or opened the position and 357 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 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 32
- SHERMAN PORFOLIOS, LLC$227M
- USA FINANCIAL FORMULAS$105M
- CENTAURUS FINANCIAL, INC.$12M
- BNP PARIBAS FINANCIAL MARKETS$10M
- OFS Enterprise LLC$8M
- Independent Advisor Alliance$7M
Full exits 26
- COMERICA BANK$15M
- Blue Edge Capital, LLC$9M
- Oldfather Financial Services, LLC$8M
- Tidal Investments LLC$6M
- Global Retirement Partners, LLC$4M
- SOL Capital Management CO$3M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$111M
- MORGAN STANLEY$84M
- FMR LLC$58M
- Modern Wealth Management, LLC$50M
- ENVESTNET ASSET MANAGEMENT INC$16M
- Bank of New York Mellon Corp$16M
Largest trims
- RAYMOND JAMES FINANCIAL INC$29M
- Equitable Holdings, Inc.$8M
- Cordatus Wealth Management LLC$5M
- Prospera Financial Services Inc$5M
- INSPIRION WEALTH ADVISORS, LLC$5M
- StoneX Group Inc.$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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 7,789,591 | $784M | 12.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 5,868,364 | $590M | 9.1% | 2026-Q1 |
| FMR LLC added | 4,599,424 | $463M | 7.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,612,759 | $364M | 5.6% | 2026-Q1 |
| SHERMAN PORFOLIOS, LLC new | 2,256,315 | $227M | 3.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 2,162,666 | $218M | 3.3% | 2026-Q1 |
| UBS Group AG trimmed | 2,086,484 | $210M | 3.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,961,451 | $197M | 3.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 1,934,048 | $195M | 3.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,478,069 | $149M | 2.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,433,081 | $144M | 2.2% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 1,231,346 | $124M | 1.9% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 1,226,067 | $123M | 1.9% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 1,124,475 | $113M | 1.7% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,110,021 | $112M | 1.7% | 2026-Q1 |
| USA FINANCIAL FORMULAS added | 1,041,989 | $105M | 1.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 949,569 | $96M | 1.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 945,865 | $95M | 1.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 903,223 | $88M | 1.3% | 2026-Q1 |
| MAI Capital Management trimmed | 722,750 | $73M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 591,381 | $60M | 0.9% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 574,619 | $57M | 0.9% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 558,716 | $56M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 551,904 | $56M | 0.9% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 538,870 | $54M | 0.8% | 2026-Q1 |
| Cerity Partners LLC added | 530,687 | $53M | 0.8% | 2026-Q1 |
| Modern Wealth Management, LLC added | 491,460 | $50M | 0.8% | 2026-Q1 |
| Joel Isaacson & Co., LLC trimmed | 496,025 | $50M | 0.8% | 2026-Q1 |
| BOKF, NA added | 482,566 | $49M | 0.7% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 472,625 | $48M | 0.7% | 2026-Q1 |
| Willis Johnson & Associates, Inc. trimmed | 464,283 | $47M | 0.7% | 2026-Q1 |
| REGIONS FINANCIAL CORP trimmed | 462,176 | $47M | 0.7% | 2026-Q1 |
| Focus Partners Wealth trimmed | 453,195 | $46M | 0.7% | 2026-Q1 |
| MIDLAND WEALTH ADVISORS, LLC trimmed | 412,307 | $41M | 0.6% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 387,348 | $39M | 0.6% | 2026-Q1 |
| Moment Partners, LLC added | 381,923 | $38M | 0.6% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 372,543 | $37M | 0.6% | 2026-Q1 |
| Wilmington Savings Fund Society, FSB trimmed | 368,137 | $37M | 0.6% | 2026-Q1 |
| Mariner, LLC trimmed | 322,074 | $32M | 0.5% | 2026-Q1 |
| Lido Advisors, LLC added | 307,696 | $31M | 0.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 306,286 | $31M | 0.5% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 295,026 | $30M | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 280,395 | $28M | 0.4% | 2026-Q1 |
| Savant Capital, LLC trimmed | 259,131 | $26M | 0.4% | 2026-Q1 |
| COURIER CAPITAL LLC trimmed | 256,372 | $26M | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. added | 246,667 | $25M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 231,726 | $23M | 0.4% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 216,732 | $22M | 0.3% | 2026-Q1 |
| Capital Advisors, Ltd. LLC added | 212,590 | $21M | 0.3% | 2026-Q1 |
| Cassaday & Co Wealth Management LLC added | 212,240 | $21M | 0.3% | 2026-Q1 |
| Hudson Capital Management LLC added | 206,070 | $21M | 0.3% | 2026-Q1 |
| Creative Planning added | 204,788 | $21M | 0.3% | 2026-Q1 |
| Atlantic Union Bankshares Corp trimmed | 194,330 | $20M | 0.3% | 2026-Q1 |
| Argent Trust Co added | 192,490 | $19M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 189,533 | $19M | 0.3% | 2026-Q1 |
| Sterling Financial Planning, Inc. added | 185,467 | $19M | 0.3% | 2026-Q1 |
| INSPIRION WEALTH ADVISORS, LLC trimmed | 182,728 | $18M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 180,031 | $18M | 0.3% | 2026-Q1 |
| Arax Advisory Partners trimmed | 177,634 | $18M | 0.3% | 2026-Q1 |
| Salomon & Ludwin, LLC trimmed | 174,596 | $18M | 0.3% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. trimmed | 165,073 | $17M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 162,900 | $16M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 161,035 | $16M | 0.2% | 2026-Q1 |
| Texas Yale Capital Corp. trimmed | 158,547 | $16M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 156,931 | $16M | 0.2% | 2026-Q1 |
| 1834 INVESTMENT ADVISORS CO trimmed | 151,611 | $15M | 0.2% | 2026-Q1 |
| CoreCap Advisors, LLC added | 145,980 | $15M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 145,681 | $15M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 141,895 | $14M | 0.2% | 2026-Q1 |
| Ifrah Financial Services, Inc. trimmed | 140,669 | $14M | 0.2% | 2026-Q1 |
| GHP Investment Advisors, Inc. trimmed | 140,036 | $14M | 0.2% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 132,237 | $13M | 0.2% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. added | 122,134 | $12M | 0.2% | 2026-Q1 |
| FIRST MERCHANTS CORP trimmed | 120,837 | $12M | 0.2% | 2026-Q1 |
| PW Nova Financial Services LLC added | 119,077 | $12M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 143,448 | $12M | 0.2% | 2026-Q1 |
| AlTi Global, Inc. trimmed | 112,998 | $11M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 102,055 | $10M | 0.2% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 102,025 | $10M | 0.2% | 2026-Q1 |
| White Pine Investment CO added | 101,275 | $10M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 101,173 | $10M | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 100,396 | $10M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 100,001 | $10M | 0.2% | 2026-Q1 |
| DDFG, Inc added | 99,973 | $10M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 99,862 | $10M | 0.2% | 2026-Q1 |
| JFS WEALTH ADVISORS, LLC trimmed | 93,755 | $9M | 0.1% | 2026-Q1 |
| Broadview Financial Management, LLC trimmed | 92,714 | $9M | 0.1% | 2026-Q1 |
| Associated Banc-Corp added | 87,643 | $9M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 85,576 | $9M | 0.1% | 2026-Q1 |
| Bryn Mawr Trust Advisors, LLC trimmed | 83,841 | $8M | 0.1% | 2026-Q1 |
| OFS Enterprise LLC new | 82,207 | $8M | 0.1% | 2026-Q1 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD added | 79,393 | $8M | 0.1% | 2026-Q1 |
| SOA Wealth Advisors, LLC. trimmed | 78,860 | $8M | 0.1% | 2026-Q1 |
| Callan Family Office, LLC added | 78,813 | $8M | 0.1% | 2026-Q1 |
| Mill Creek Capital Advisors, LLC trimmed | 77,366 | $8M | 0.1% | 2026-Q1 |
| Main Management ETF Advisors, LLC trimmed | 2,341,865 | $195M | 3.0% | 2025-Q1 stale |
| SPC Financial, Inc. added | 225,286 | $22M | 0.3% | 2025-Q3 stale |
| Sandy Spring Bank added | 224,095 | $19M | 0.3% | 2025-Q1 stale |
| COMERICA BANK trimmed | 151,345 | $15M | 0.2% | 2025-Q4 stale |
| Blue Edge Capital, LLC trimmed | 95,701 | $9M | 0.1% | 2025-Q4 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.