Who owns 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-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 IJT is one-sided between 2026-Q1 and 2026-Q2: 258 added or opened and 34 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
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 2026-Q1 and 2026-Q2, across 795 tracked filers holding IJT, 315 increased or opened the position and 308 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 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 23
- Pacific Life Fund Advisors LLC$23M
- Veratis Advisors, Inc.$6M
- NewEdge Advisors, LLC$5M
- Bluespring Wealth Management, LLC$4M
- J.W. COLE ADVISORS, INC.$3M
- Global Retirement Partners, LLC$3M
Full exits 23
- HighTower Advisors, LLC$53M
- OPPENHEIMER ASSET MANAGEMENT INC.$18M
- Palisades Hudson Asset Management, L.P.$14M
- Cambridge Investment Research Advisors, Inc.$12M
- Capital Advisors, Ltd. LLC$10M
- BNP PARIBAS FINANCIAL MARKETS$7M
Largest adds
- MORGAN STANLEY$105M
- BANK OF AMERICA CORP /DE/$70M
- FMR LLC$61M
- BROWN ADVISORY INC$49M
- WELLS FARGO & COMPANY/MN$46M
- LPL Financial LLC$39M
Largest trims
- FORTRESS FINANCIAL GROUP, LLC$8M
- NBT BANK, N.A.$5M
- Independent Advisor Alliance$2M
- Net Worth Advisory Group$2M
- WealthShield Partners, LLC$800K
- GREENUP STREET WEALTH MANAGEMENT LLC$788K
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 | 3,174,467 | $567M | 12.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,049,349 | $366M | 8.3% | 2026-Q2 |
| FMR LLC trimmed | 1,862,555 | $333M | 7.6% | 2026-Q2 |
| BROWN ADVISORY INC added | 1,119,852 | $200M | 4.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,094,482 | $195M | 4.5% | 2026-Q2 |
| LPL Financial LLC added | 1,056,380 | $189M | 4.3% | 2026-Q2 |
| UBS Group AG trimmed | 919,460 | $164M | 3.7% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 833,353 | $149M | 3.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 764,942 | $137M | 3.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 552,733 | $99M | 2.3% | 2026-Q2 |
| M&T Bank Corp added | 503,632 | $90M | 2.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 486,724 | $87M | 2.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 433,131 | $77M | 1.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 408,157 | $73M | 1.7% | 2026-Q2 |
| GLENMEDE TRUST CO NA added | 351,350 | $63M | 1.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 348,502 | $62M | 1.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 335,412 | $60M | 1.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 308,932 | $55M | 1.3% | 2026-Q2 |
| Cerity Partners LLC added | 300,536 | $54M | 1.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 282,475 | $50M | 1.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 259,022 | $46M | 1.0% | 2026-Q2 |
| Beaumont Financial Advisors, LLC added | 249,525 | $45M | 1.0% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 229,363 | $41M | 0.9% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 204,482 | $37M | 0.8% | 2026-Q2 |
| Arax Advisory Partners added | 199,352 | $36M | 0.8% | 2026-Q2 |
| Heartwood Wealth Advisors LLC added | 197,196 | $35M | 0.8% | 2026-Q2 |
| Falcon Wealth Planning added | 182,834 | $33M | 0.7% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 182,053 | $33M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 176,832 | $32M | 0.7% | 2026-Q2 |
| Focus Partners Wealth trimmed | 175,674 | $31M | 0.7% | 2026-Q2 |
| Schneider Downs Wealth Management Advisors, LP added | 169,475 | $30M | 0.7% | 2026-Q2 |
| Mariner, LLC trimmed | 164,793 | $29M | 0.7% | 2026-Q2 |
| GHP Investment Advisors, Inc. trimmed | 156,039 | $28M | 0.6% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 149,045 | $27M | 0.6% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 139,080 | $25M | 0.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 132,675 | $24M | 0.5% | 2026-Q2 |
| Pacific Life Fund Advisors LLC new | 131,406 | $23M | 0.5% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 128,295 | $23M | 0.5% | 2026-Q2 |
| Sterling Financial Planning, Inc. trimmed | 128,012 | $23M | 0.5% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 124,135 | $22M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 122,895 | $22M | 0.5% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 118,419 | $21M | 0.5% | 2026-Q2 |
| Creative Planning added | 115,133 | $21M | 0.5% | 2026-Q2 |
| Probity Advisors, Inc. trimmed | 110,713 | $20M | 0.5% | 2026-Q2 |
| INSPIRE TRUST CO, N.A. added | 110,000 | $20M | 0.4% | 2026-Q2 |
| MAI Capital Management added | 101,601 | $18M | 0.4% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC trimmed | 101,162 | $18M | 0.4% | 2026-Q2 |
| Texas Yale Capital Corp. added | 94,971 | $17M | 0.4% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 94,470 | $17M | 0.4% | 2026-Q2 |
| RTD Financial Advisors, Inc. trimmed | 88,653 | $16M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. added | 88,324 | $16M | 0.4% | 2026-Q2 |
| Cresset Asset Management, LLC added | 86,561 | $15M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 84,506 | $15M | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 82,734 | $15M | 0.3% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 81,566 | $15M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 81,033 | $14M | 0.3% | 2026-Q2 |
| Pathstone Holdings, LLC added | 75,202 | $13M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 72,593 | $13M | 0.3% | 2026-Q2 |
| REGIONS FINANCIAL CORP added | 70,848 | $13M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 69,602 | $12M | 0.3% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 69,248 | $12M | 0.3% | 2026-Q2 |
| LAKE STREET PRIVATE WEALTH, LLC added | 68,525 | $12M | 0.3% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 66,197 | $12M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 66,055 | $12M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 65,824 | $12M | 0.3% | 2026-Q2 |
| Rodgers & Associates, LTD trimmed | 64,535 | $12M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 63,999 | $11M | 0.3% | 2026-Q2 |
| PITTENGER & ANDERSON INC | 63,450 | $11M | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc added | 63,402 | $11M | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ | 62,510 | $11M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 61,082 | $11M | 0.2% | 2026-Q2 |
| Financial Advisors Network, Inc. added | 60,086 | $11M | 0.2% | 2026-Q2 |
| Salomon & Ludwin, LLC trimmed | 59,814 | $10M | 0.2% | 2026-Q2 |
| Cordatus Wealth Management LLC added | 59,609 | $11M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 58,134 | $10M | 0.2% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC added | 57,390 | $10M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 56,839 | $10M | 0.2% | 2026-Q2 |
| StoryOne LLC added | 53,324 | $10M | 0.2% | 2026-Q2 |
| Compound Planning, Inc. added | 53,150 | $9M | 0.2% | 2026-Q2 |
| PW Nova Financial Services LLC added | 52,000 | $9M | 0.2% | 2026-Q2 |
| Sigma Planning Corp trimmed | 50,908 | $9M | 0.2% | 2026-Q2 |
| Ifrah Financial Services, Inc. trimmed | 50,548 | $9M | 0.2% | 2026-Q2 |
| Clayton Financial Group LLC added | 47,914 | $9M | 0.2% | 2026-Q2 |
| Blue Edge Capital, LLC added | 44,864 | $8M | 0.2% | 2026-Q2 |
| BOKF, NA added | 43,936 | $8M | 0.2% | 2026-Q2 |
| UMB Bank, n.a. trimmed | 43,847 | $8M | 0.2% | 2026-Q2 |
| Independence Financial Advisors, LLC added | 43,314 | $8M | 0.2% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 42,440 | $8M | 0.2% | 2026-Q2 |
| Cottage Street Advisors LLC trimmed | 42,434 | $8M | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 42,054 | $7M | 0.2% | 2026-Q2 |
| Accretive Wealth Partners, LLC added | 41,610 | $7M | 0.2% | 2026-Q2 |
| NORDEN GROUP LLC trimmed | 40,837 | $7M | 0.2% | 2026-Q2 |
| Baltimore-Washington Financial Advisors, Inc. trimmed | 39,658 | $7M | 0.2% | 2026-Q2 |
| Sowell Financial Services LLC added | 39,094 | $7M | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors added | 37,336 | $7M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 36,780 | $7M | 0.1% | 2026-Q2 |
| Azimuth Capital Investment Management LLC trimmed | 36,670 | $7M | 0.1% | 2026-Q2 |
| SOA Wealth Advisors, LLC. trimmed | 35,464 | $6M | 0.1% | 2026-Q2 |
| Asset Management Group, Inc. added | 35,060 | $6M | 0.1% | 2026-Q2 |
| San Luis Wealth Advisors LLC added | 35,009 | $6M | 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.