Who owns IJS
Which tracked institutional funds hold IJS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IJS 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 IJS is one-sided between 2026-Q1 and 2026-Q2: 246 added or opened and 67 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
IJS’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 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes IJS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IJS 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 848 tracked filers holding IJS, 310 increased or opened the position and 401 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 IJS 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 25
- PINKERTON WEALTH, LLC$187M
- SILVER OAK SECURITIES, INCORPORATED$13M
- TABR Capital Management, LLC$12M
- Evanson Financial, LLC$11M
- Independence Financial Advisors, LLC$7M
- Veratis Advisors, Inc.$6M
Full exits 30
- USA FINANCIAL FORMULAS$110M
- HighTower Advisors, LLC$60M
- Palisades Hudson Asset Management, L.P.$33M
- EXENCIAL WEALTH ADVISORS, LLC$33M
- Cambridge Investment Research Advisors, Inc.$16M
- Royal Fund Management, LLC$13M
Largest adds
- BANK OF AMERICA CORP /DE/$61M
- MORGAN STANLEY$54M
- Savant Capital, LLC$41M
- WELLS FARGO & COMPANY/MN$39M
- FMR LLC$34M
- GFS Advisors, LLC$22M
Largest trims
- Modern Wealth Management, LLC$49M
- AMERIPRISE FINANCIAL INC$42M
- Sharp Wealth Advisory, LLC$32M
- Vestmark Advisory Solutions, Inc.$22M
- CoreCap Advisors, LLC$15M
- Cordatus Wealth Management LLC$9M
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 | 3,179,960 | $435M | 10.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,174,297 | $434M | 10.3% | 2026-Q2 |
| True Freedom Investing, LLC trimmed | 1,906,412 | $226M | 5.4% | 2026-Q2 |
| FMR LLC added | 1,658,864 | $227M | 5.4% | 2026-Q2 |
| PINKERTON WEALTH, LLC added | 1,579,899 | $187M | 4.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,524,599 | $208M | 4.9% | 2026-Q2 |
| UBS Group AG trimmed | 946,480 | $129M | 3.1% | 2026-Q2 |
| LPL Financial LLC added | 871,179 | $119M | 2.8% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 756,315 | $103M | 2.5% | 2026-Q2 |
| Modera Wealth Management, LLC trimmed | 697,547 | $95M | 2.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 569,424 | $78M | 1.8% | 2026-Q2 |
| M&T Bank Corp trimmed | 544,152 | $74M | 1.8% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 533,549 | $73M | 1.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 476,147 | $65M | 1.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 465,878 | $64M | 1.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 420,919 | $58M | 1.4% | 2026-Q2 |
| Savant Capital, LLC added | 414,318 | $58M | 1.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 402,732 | $55M | 1.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 377,557 | $52M | 1.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 366,066 | $50M | 1.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 347,351 | $48M | 1.1% | 2026-Q2 |
| World Investment Advisors trimmed | 342,539 | $41M | 1.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 339,448 | $46M | 1.1% | 2026-Q2 |
| REGIONS FINANCIAL CORP trimmed | 336,656 | $46M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 288,193 | $39M | 0.9% | 2026-Q2 |
| Focus Partners Wealth trimmed | 286,626 | $39M | 0.9% | 2026-Q2 |
| BAILARD, INC. trimmed | 265,163 | $36M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers added | 257,840 | $35M | 0.8% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 246,679 | $34M | 0.8% | 2026-Q2 |
| Heartwood Wealth Advisors LLC added | 246,437 | $34M | 0.8% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 246,399 | $34M | 0.8% | 2026-Q2 |
| Cerity Partners LLC added | 226,908 | $31M | 0.7% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 222,345 | $30M | 0.7% | 2026-Q2 |
| Mariner, LLC trimmed | 203,895 | $28M | 0.7% | 2026-Q2 |
| MAI Capital Management added | 196,094 | $27M | 0.6% | 2026-Q2 |
| GHP Investment Advisors, Inc. trimmed | 194,925 | $27M | 0.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 194,856 | $27M | 0.6% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 188,438 | $26M | 0.6% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 182,126 | $25M | 0.6% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 175,321 | $24M | 0.6% | 2026-Q2 |
| Probity Advisors, Inc. trimmed | 169,228 | $23M | 0.5% | 2026-Q2 |
| Creative Planning trimmed | 165,672 | $23M | 0.5% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 159,182 | $22M | 0.5% | 2026-Q2 |
| Parallax Volatility Advisers, L.P. added | 150,002 | $21M | 0.5% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 146,840 | $20M | 0.5% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 140,180 | $19M | 0.5% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 139,128 | $19M | 0.5% | 2026-Q2 |
| Ellis Investment Partners, LLC trimmed | 136,152 | $19M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 135,715 | $19M | 0.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 129,156 | $18M | 0.4% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 123,583 | $17M | 0.4% | 2026-Q2 |
| Financial Advisors Network, Inc. added | 122,972 | $17M | 0.4% | 2026-Q2 |
| Coastal Bridge Advisors, LLC added | 121,232 | $17M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 119,236 | $16M | 0.4% | 2026-Q2 |
| Wealth Architects, LLC trimmed | 108,795 | $15M | 0.4% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 107,553 | $15M | 0.3% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 107,217 | $15M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 105,999 | $8M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 102,795 | $14M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 100,598 | $14M | 0.3% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED new | 92,156 | $13M | 0.3% | 2026-Q2 |
| TABR Capital Management, LLC new | 86,085 | $12M | 0.3% | 2026-Q2 |
| LAKE STREET PRIVATE WEALTH, LLC added | 85,450 | $12M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 83,986 | $11M | 0.3% | 2026-Q2 |
| Asset Management Group, Inc. trimmed | 83,985 | $11M | 0.3% | 2026-Q2 |
| GLENMEDE TRUST CO NA trimmed | 82,793 | $11M | 0.3% | 2026-Q2 |
| HOME FEDERAL BANK OF TENNESSEE trimmed | 82,628 | $11M | 0.3% | 2026-Q2 |
| One Capital Management, LLC | 82,509 | $10M | 0.2% | 2026-Q2 |
| Marin Bay Wealth Advisors, LLC added | 81,770 | $11M | 0.3% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 81,174 | $11M | 0.3% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 79,292 | $11M | 0.3% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 78,669 | $11M | 0.3% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC trimmed | 78,070 | $11M | 0.3% | 2026-Q2 |
| Evanson Financial, LLC new | 77,708 | $11M | 0.3% | 2026-Q2 |
| RTD Financial Advisors, Inc. trimmed | 76,982 | $11M | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 75,901 | $10M | 0.2% | 2026-Q2 |
| Sterling Financial Planning, Inc. trimmed | 73,343 | $10M | 0.2% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC trimmed | 71,803 | $10M | 0.2% | 2026-Q2 |
| BOKF, NA trimmed | 71,269 | $10M | 0.2% | 2026-Q2 |
| Summit Financial, LLC trimmed | 71,221 | $10M | 0.2% | 2026-Q2 |
| Occidental Asset Management, LLC trimmed | 69,146 | $9M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 68,001 | $9M | 0.2% | 2026-Q2 |
| CASTLEKEEP INVESTMENT ADVISORS LLC trimmed | 67,838 | $9M | 0.2% | 2026-Q2 |
| Councilor Wealth, LLC trimmed | 67,174 | $9M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 65,337 | $9M | 0.2% | 2026-Q2 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 64,417 | $9M | 0.2% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 63,826 | $9M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 63,600 | $9M | 0.2% | 2026-Q2 |
| One Day In July LLC trimmed | 63,462 | $9M | 0.2% | 2026-Q2 |
| Ifrah Financial Services, Inc. trimmed | 63,432 | $9M | 0.2% | 2026-Q2 |
| Accretive Wealth Partners, LLC added | 62,513 | $9M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 60,485 | $8M | 0.2% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 59,948 | $8M | 0.2% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 59,203 | $8M | 0.2% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 58,544 | $8M | 0.2% | 2026-Q2 |
| Blue Edge Capital, LLC added | 58,297 | $8M | 0.2% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 58,261 | $8M | 0.2% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 58,249 | $8M | 0.2% | 2026-Q2 |
| Sigma Planning Corp added | 57,619 | $8M | 0.2% | 2026-Q2 |
| GFS Advisors, LLC added | 9,469 | $23M | 0.5% | 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.