Who owns IJS (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-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
135 tracked funds added or opened IJS 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
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 2025-Q4 and 2026-Q1, across 838 tracked filers holding IJS, 317 increased or opened the position and 367 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 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 30
- SHERMAN PORFOLIOS, LLC$230M
- USA FINANCIAL FORMULAS$110M
- Sharp Wealth Advisory, LLC$32M
- Royal Fund Management, LLC$13M
- CENTAURUS FINANCIAL, INC.$12M
- Merit Financial Group, LLC$11M
Full exits 30
- COMERICA BANK$11M
- Polianta Ltd$9M
- Janney Montgomery Scott LLC$6M
- Quent Long Short Global Small Cap Fund, LP$5M
- Veratis Advisors, Inc.$5M
- Liberty Capital Management, Inc.$4M
Largest adds
- M&T Bank Corp$65M
- Modern Wealth Management, LLC$48M
- FMR LLC$43M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$29M
- ENVESTNET ASSET MANAGEMENT INC$28M
- MORGAN STANLEY$28M
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$20M
- GW HENSSLER & ASSOCIATES LTD$15M
- Valpey Financial Services, LLC$8M
- TWO SIGMA INVESTMENTS, LP$5M
- Asset Dedication, LLC$4M
- PHILLIPS FINANCIAL MANAGEMENT, LLC$3M
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 | 3,210,240 | $380M | 9.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,148,988 | $373M | 9.5% | 2026-Q1 |
| SHERMAN PORFOLIOS, LLC new | 1,940,467 | $230M | 5.9% | 2026-Q1 |
| FMR LLC added | 1,631,086 | $193M | 4.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,432,802 | $170M | 4.3% | 2026-Q1 |
| UBS Group AG added | 1,092,944 | $129M | 3.3% | 2026-Q1 |
| USA FINANCIAL FORMULAS added | 927,820 | $110M | 2.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 869,840 | $103M | 2.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 846,373 | $100M | 2.6% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 775,003 | $92M | 2.3% | 2026-Q1 |
| Modera Wealth Management, LLC trimmed | 711,589 | $84M | 2.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 589,535 | $70M | 1.8% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 554,609 | $66M | 1.7% | 2026-Q1 |
| M&T Bank Corp added | 551,477 | $65M | 1.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 550,910 | $65M | 1.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 503,966 | $60M | 1.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 473,681 | $56M | 1.4% | 2026-Q1 |
| Modern Wealth Management, LLC added | 411,838 | $49M | 1.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 399,861 | $47M | 1.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 375,660 | $44M | 1.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 374,664 | $44M | 1.1% | 2026-Q1 |
| REGIONS FINANCIAL CORP trimmed | 367,261 | $44M | 1.1% | 2026-Q1 |
| World Investment Advisors added | 342,789 | $41M | 1.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 327,688 | $38M | 1.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 302,770 | $36M | 0.9% | 2026-Q1 |
| Focus Partners Wealth added | 300,334 | $36M | 0.9% | 2026-Q1 |
| Palisades Hudson Asset Management, L.P. trimmed | 281,640 | $33M | 0.9% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC trimmed | 279,650 | $33M | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 277,235 | $33M | 0.8% | 2026-Q1 |
| Sharp Wealth Advisory, LLC added | 272,120 | $32M | 0.8% | 2026-Q1 |
| BAILARD, INC. trimmed | 269,055 | $32M | 0.8% | 2026-Q1 |
| Mariner, LLC added | 255,162 | $30M | 0.8% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 253,249 | $30M | 0.8% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 251,891 | $30M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers added | 250,385 | $30M | 0.8% | 2026-Q1 |
| Heartwood Wealth Advisors LLC added | 237,895 | $28M | 0.7% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 231,885 | $27M | 0.7% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 197,334 | $23M | 0.6% | 2026-Q1 |
| GHP Investment Advisors, Inc. trimmed | 197,058 | $23M | 0.6% | 2026-Q1 |
| Cerity Partners LLC added | 196,117 | $23M | 0.6% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 189,997 | $23M | 0.6% | 2026-Q1 |
| MAI Capital Management trimmed | 184,883 | $22M | 0.6% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 176,811 | $21M | 0.5% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 174,677 | $21M | 0.5% | 2026-Q1 |
| Probity Advisors, Inc. trimmed | 171,374 | $20M | 0.5% | 2026-Q1 |
| Creative Planning added | 168,133 | $20M | 0.5% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 166,774 | $20M | 0.5% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 152,151 | $18M | 0.5% | 2026-Q1 |
| Savant Capital, LLC trimmed | 143,902 | $17M | 0.4% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 143,255 | $17M | 0.4% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 139,869 | $17M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 138,278 | $16M | 0.4% | 2026-Q1 |
| Ellis Investment Partners, LLC trimmed | 137,472 | $16M | 0.4% | 2026-Q1 |
| CoreCap Advisors, LLC added | 132,859 | $16M | 0.4% | 2026-Q1 |
| Waverly Advisors, LLC added | 128,124 | $15M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 127,605 | $15M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 123,487 | $15M | 0.4% | 2026-Q1 |
| Coastal Bridge Advisors, LLC added | 117,833 | $14M | 0.4% | 2026-Q1 |
| Financial Advisors Network, Inc. trimmed | 117,453 | $14M | 0.4% | 2026-Q1 |
| Royal Fund Management, LLC added | 113,743 | $13M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 110,432 | $13M | 0.3% | 2026-Q1 |
| Wealth Architects, LLC trimmed | 110,103 | $13M | 0.3% | 2026-Q1 |
| Lido Advisors, LLC added | 108,067 | $13M | 0.3% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 104,318 | $12M | 0.3% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. added | 101,813 | $12M | 0.3% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 100,092 | $12M | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 99,335 | $12M | 0.3% | 2026-Q1 |
| Merit Financial Group, LLC new | 96,173 | $11M | 0.3% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 95,295 | $11M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC added | 93,216 | $11M | 0.3% | 2026-Q1 |
| LAKE STREET PRIVATE WEALTH, LLC trimmed | 85,090 | $10M | 0.3% | 2026-Q1 |
| Asset Management Group, Inc. trimmed | 84,406 | $10M | 0.3% | 2026-Q1 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 83,705 | $10M | 0.3% | 2026-Q1 |
| HOME FEDERAL BANK OF TENNESSEE trimmed | 83,510 | $10M | 0.3% | 2026-Q1 |
| GLENMEDE TRUST CO NA trimmed | 83,194 | $10M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 82,919 | $10M | 0.3% | 2026-Q1 |
| One Capital Management, LLC trimmed | 82,509 | $10M | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 81,993 | $10M | 0.2% | 2026-Q1 |
| RTD Financial Advisors, Inc. trimmed | 81,898 | $10M | 0.2% | 2026-Q1 |
| Cordatus Wealth Management LLC added | 80,110 | $9M | 0.2% | 2026-Q1 |
| Cassaday & Co Wealth Management LLC trimmed | 78,565 | $9M | 0.2% | 2026-Q1 |
| Evanson Asset Management, LLC added | 77,898 | $9M | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 77,216 | $9M | 0.2% | 2026-Q1 |
| Sterling Financial Planning, Inc. trimmed | 76,707 | $9M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 76,543 | $9M | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 76,425 | $9M | 0.2% | 2026-Q1 |
| Summit Financial, LLC added | 76,303 | $9M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 75,590 | $9M | 0.2% | 2026-Q1 |
| BOKF, NA trimmed | 72,891 | $9M | 0.2% | 2026-Q1 |
| JFS WEALTH ADVISORS, LLC trimmed | 72,337 | $9M | 0.2% | 2026-Q1 |
| Capital Advisors, Ltd. LLC trimmed | 71,342 | $8M | 0.2% | 2026-Q1 |
| SPC Financial, Inc. trimmed | 248,201 | $27M | 0.7% | 2025-Q3 stale |
| Kovitz Investment Group Partners, LLC added | 142,815 | $16M | 0.4% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 148,729 | $15M | 0.4% | 2025-Q2 stale |
| Michelson Medical Research Foundation, Inc. new | 129,990 | $13M | 0.3% | 2025-Q1 stale |
| COMERICA BANK added | 95,512 | $11M | 0.3% | 2025-Q4 stale |
| Redwood Investment Management, LLC new | 102,728 | $10M | 0.3% | 2025-Q2 stale |
| Pinnacle Financial Partners Inc added | 90,357 | $10M | 0.3% | 2025-Q3 stale |
| Glenmede Investment Management, LP added | 81,474 | $9M | 0.2% | 2025-Q3 stale |
| Polianta Ltd added | 78,300 | $9M | 0.2% | 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.