Who owns IJT (IJT)
Which tracked institutional funds hold IJT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IJT 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
101 tracked funds added or opened IJT while 52 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
IJT’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 IJT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IJT 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 751 tracked filers holding IJT, 267 increased or opened the position and 322 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 IJT 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 9
- NORDEN GROUP LLC$6M
- Mesirow Financial Investment Management, Inc.$4M
- Baer Investment Advisory LLC$3M
- CIBC Bancorp USA Inc.$2M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$1M
- Gerald Baker Financial Group LLC$839K
Full exits 19
- Future Fund LLC$9M
- COMERICA BANK$5M
- Veratis Advisors, Inc.$5M
- NewEdge Advisors, LLC$4M
- Ascension Capital Advisors, Inc.$3M
- Blue Edge Capital, LLC$3M
Largest adds
- M&T Bank Corp$63M
- BROWN ADVISORY INC$33M
- FMR LLC$32M
- MORGAN STANLEY$25M
- ENVESTNET ASSET MANAGEMENT INC$21M
- TRUIST FINANCIAL CORP$19M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.1B
- TBH Global Asset Management, LLC$11M
- One Capital Management, LLC$10M
- Lee Financial Co$7M
- Newton One Investments LLC$6M
- WELLS FARGO & COMPANY/MN$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 | 3,190,418 | $462M | 12.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,046,459 | $296M | 8.1% | 2026-Q1 |
| FMR LLC added | 1,877,622 | $272M | 7.4% | 2026-Q1 |
| UBS Group AG added | 1,084,248 | $157M | 4.3% | 2026-Q1 |
| BROWN ADVISORY INC added | 1,045,467 | $151M | 4.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,034,483 | $150M | 4.1% | 2026-Q1 |
| LPL Financial LLC added | 1,031,245 | $149M | 4.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 880,071 | $127M | 3.5% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 867,154 | $125M | 3.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 536,550 | $78M | 2.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 482,180 | $70M | 1.9% | 2026-Q1 |
| M&T Bank Corp added | 441,109 | $64M | 1.7% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 420,756 | $59M | 1.6% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 365,965 | $53M | 1.4% | 2026-Q1 |
| GLENMEDE TRUST CO NA trimmed | 346,762 | $50M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 339,450 | $49M | 1.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 326,778 | $47M | 1.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 290,632 | $42M | 1.1% | 2026-Q1 |
| Cerity Partners LLC trimmed | 273,823 | $40M | 1.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 261,738 | $38M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 251,455 | $36M | 1.0% | 2026-Q1 |
| Beaumont Financial Advisors, LLC added | 249,133 | $36M | 1.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 253,384 | $36M | 1.0% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 232,555 | $34M | 0.9% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 209,117 | $30M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers added | 203,028 | $29M | 0.8% | 2026-Q1 |
| Heartwood Wealth Advisors LLC added | 190,029 | $27M | 0.7% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 188,822 | $27M | 0.7% | 2026-Q1 |
| Mariner, LLC trimmed | 181,213 | $26M | 0.7% | 2026-Q1 |
| Falcon Wealth Planning added | 178,532 | $26M | 0.7% | 2026-Q1 |
| Focus Partners Wealth trimmed | 176,285 | $26M | 0.7% | 2026-Q1 |
| Schneider Downs Wealth Management Advisors, LP added | 164,021 | $24M | 0.6% | 2026-Q1 |
| GHP Investment Advisors, Inc. trimmed | 157,632 | $23M | 0.6% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 146,265 | $21M | 0.6% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 134,479 | $19M | 0.5% | 2026-Q1 |
| Sterling Financial Planning, Inc. added | 129,856 | $19M | 0.5% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 129,080 | $19M | 0.5% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 126,832 | $18M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 126,336 | $18M | 0.5% | 2026-Q1 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 125,997 | $18M | 0.5% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 123,263 | $18M | 0.5% | 2026-Q1 |
| Arax Advisory Partners trimmed | 121,045 | $18M | 0.5% | 2026-Q1 |
| Creative Planning added | 111,989 | $16M | 0.4% | 2026-Q1 |
| Probity Advisors, Inc. added | 111,864 | $16M | 0.4% | 2026-Q1 |
| Cassaday & Co Wealth Management LLC added | 102,203 | $15M | 0.4% | 2026-Q1 |
| INSPIRE TRUST CO, N.A. added | 102,000 | $15M | 0.4% | 2026-Q1 |
| Palisades Hudson Asset Management, L.P. added | 99,030 | $14M | 0.4% | 2026-Q1 |
| MAI Capital Management added | 96,649 | $14M | 0.4% | 2026-Q1 |
| RTD Financial Advisors, Inc. trimmed | 94,923 | $14M | 0.4% | 2026-Q1 |
| Texas Yale Capital Corp. trimmed | 94,721 | $14M | 0.4% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 94,318 | $14M | 0.4% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 89,108 | $13M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 84,493 | $12M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 85,605 | $12M | 0.3% | 2026-Q1 |
| Lido Advisors, LLC added | 82,662 | $12M | 0.3% | 2026-Q1 |
| Cresset Asset Management, LLC added | 81,601 | $12M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 76,866 | $11M | 0.3% | 2026-Q1 |
| REGIONS FINANCIAL CORP trimmed | 70,274 | $10M | 0.3% | 2026-Q1 |
| US BANCORP \DE\ added | 69,281 | $10M | 0.3% | 2026-Q1 |
| Rodgers & Associates, LTD trimmed | 69,010 | $10M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 68,357 | $10M | 0.3% | 2026-Q1 |
| LAKE STREET PRIVATE WEALTH, LLC trimmed | 68,350 | $10M | 0.3% | 2026-Q1 |
| Capital Advisors, Ltd. LLC trimmed | 68,159 | $10M | 0.3% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 67,552 | $10M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 67,376 | $10M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 64,719 | $9M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. added | 64,593 | $9M | 0.3% | 2026-Q1 |
| PITTENGER & ANDERSON INC | 63,450 | $9M | 0.3% | 2026-Q1 |
| Salomon & Ludwin, LLC trimmed | 62,236 | $9M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ | 62,510 | $9M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 59,272 | $9M | 0.2% | 2026-Q1 |
| Financial Advisors Network, Inc. trimmed | 58,999 | $9M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 56,543 | $8M | 0.2% | 2026-Q1 |
| JFS WEALTH ADVISORS, LLC trimmed | 55,968 | $8M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 55,009 | $8M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 53,781 | $8M | 0.2% | 2026-Q1 |
| FORTRESS FINANCIAL GROUP, LLC added | 53,040 | $8M | 0.2% | 2026-Q1 |
| Ifrah Financial Services, Inc. trimmed | 52,791 | $8M | 0.2% | 2026-Q1 |
| Compound Planning, Inc. trimmed | 52,664 | $8M | 0.2% | 2026-Q1 |
| Sigma Planning Corp added | 51,879 | $8M | 0.2% | 2026-Q1 |
| PW Nova Financial Services LLC added | 51,092 | $7M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 50,028 | $7M | 0.2% | 2026-Q1 |
| Pathstone Holdings, LLC added | 47,668 | $7M | 0.2% | 2026-Q1 |
| Clayton Financial Group LLC added | 47,500 | $7M | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 42,941 | $7M | 0.2% | 2026-Q1 |
| NBT BANK N A /NY added | 46,615 | $7M | 0.2% | 2026-Q1 |
| StoryOne LLC | 0 | $7M | 0.2% | 2026-Q1 |
| UMB Bank, n.a. trimmed | 46,067 | $7M | 0.2% | 2026-Q1 |
| Cottage Street Advisors LLC trimmed | 42,661 | $6M | 0.2% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 42,522 | $6M | 0.2% | 2026-Q1 |
| SOA Wealth Advisors, LLC. trimmed | 42,076 | $6M | 0.2% | 2026-Q1 |
| NORDEN GROUP LLC new | 41,435 | $6M | 0.2% | 2026-Q1 |
| BOKF, NA trimmed | 41,037 | $6M | 0.2% | 2026-Q1 |
| Glenmede Investment Management, LP trimmed | 351,517 | $50M | 1.4% | 2025-Q3 stale |
| SPC Financial, Inc. trimmed | 199,500 | $28M | 0.8% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 182,966 | $24M | 0.7% | 2025-Q2 stale |
| Pinnacle Financial Partners Inc trimmed | 118,435 | $17M | 0.5% | 2025-Q3 stale |
| M Holdings Securities, Inc. added | 99,240 | $12M | 0.3% | 2025-Q1 stale |
| Future Fund LLC | 64,211 | $9M | 0.2% | 2025-Q4 stale |
| Gemmer Asset Management LLC | 44,241 | $6M | 0.2% | 2025-Q3 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.