Who owns ILF
Which tracked institutional funds hold ILF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ILF company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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
76 tracked funds added or opened ILF while 85 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
ILF’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 ILF more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ILF 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 317 tracked filers holding ILF, 193 increased or opened the position and 148 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 ILF 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 33
- MEITAV INVESTMENT HOUSE LTD$124M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$59M
- D. E. Shaw & Co., Inc.$40M
- Itau Unibanco Holding S.A.$23M
- FLPUTNAM INVESTMENT MANAGEMENT CO$22M
- Horizon Investments, LLC$22M
Full exits 31
- Provida Pension Fund Administrator$172M
- EXCHANGE TRADED CONCEPTS, LLC$26M
- Main Management ETF Advisors, LLC$23M
- HighTower Advisors, LLC$22M
- Marks Wealth, LLC$21M
- POTOMAC FUND MANAGEMENT INC /ADV$16M
Largest adds
- CI INVESTMENTS INC.$14M
- DRW Securities, LLC$8M
- OSAIC HOLDINGS, INC.$6M
- WELLS FARGO & COMPANY/MN$6M
- Advisory Services Network, LLC$5M
- CITADEL ADVISORS LLC$4M
Largest trims
- JPMORGAN CHASE & CO$117M
- HSBC HOLDINGS PLC$84M
- SCHRODER INVESTMENT MANAGEMENT GROUP$44M
- BANK OF NOVA SCOTIA$28M
- BANK OF AMERICA CORP /DE/$25M
- LPL Financial LLC$21M
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 added | 5,280,873 | $178M | 12.4% | 2026-Q2 |
| MEITAV INVESTMENT HOUSE LTD new | 3,680,000 | $124M | 8.7% | 2026-Q2 |
| CI INVESTMENTS INC. added | 2,347,622 | $79M | 5.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,893,278 | $64M | 4.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 1,737,523 | $59M | 4.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,362,689 | $46M | 3.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 1,186,133 | $40M | 2.8% | 2026-Q2 |
| New Harbor Financial Group, LLC added | 1,048,773 | $35M | 2.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 841,229 | $28M | 2.0% | 2026-Q2 |
| Journey Advisory Group, LLC added | 834,982 | $28M | 2.0% | 2026-Q2 |
| Proficio Capital Partners LLC added | 817,924 | $28M | 1.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 719,864 | $24M | 1.7% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO new | 664,748 | $22M | 1.6% | 2026-Q2 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC trimmed | 647,988 | $22M | 1.5% | 2026-Q2 |
| Itau Unibanco Holding S.A. new | 640,000 | $23M | 1.6% | 2026-Q2 |
| Horizon Investments, LLC new | 639,340 | $22M | 1.5% | 2026-Q2 |
| SYON CAPITAL LLC added | 606,278 | $20M | 1.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 586,740 | $20M | 1.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 580,330 | $20M | 1.4% | 2026-Q2 |
| Merit Financial Group, LLC added | 552,201 | $19M | 1.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 513,175 | $17M | 1.2% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich trimmed | 510,432 | $17M | 1.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 503,241 | $17M | 1.2% | 2026-Q2 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 474,510 | $16M | 1.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 456,952 | $15M | 1.1% | 2026-Q2 |
| Carrera Capital Advisors added | 441,942 | $15M | 1.0% | 2026-Q2 |
| Barry Investment Advisors, LLC added | 431,940 | $15M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 408,300 | $14M | 1.0% | 2026-Q2 |
| UBS Group AG trimmed | 399,599 | $13M | 0.9% | 2026-Q2 |
| Csenge Advisory Group added | 398,684 | $13M | 0.9% | 2026-Q2 |
| Generali Investments CEE, investicni spolecnost, a.s. new | 371,843 | $13M | 0.9% | 2026-Q2 |
| BANK OF NOVA SCOTIA trimmed | 346,833 | $12M | 0.8% | 2026-Q2 |
| Randolph Co Inc added | 341,955 | $12M | 0.8% | 2026-Q2 |
| Financial Sense Advisors, Inc. new | 310,234 | $10M | 0.7% | 2026-Q2 |
| Banco Santander, S.A. added | 290,985 | $10M | 0.7% | 2026-Q2 |
| DRW Securities, LLC added | 276,016 | $9M | 0.6% | 2026-Q2 |
| BANQUE PICTET & CIE SA | 270,000 | $9M | 0.6% | 2026-Q2 |
| Venturi Wealth Management, LLC trimmed | 263,747 | $9M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 258,326 | $9M | 0.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 253,285 | $9M | 0.6% | 2026-Q2 |
| Kera Capital Partners, Inc. added | 252,675 | $9M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 248,248 | $8M | 0.6% | 2026-Q2 |
| FIRST AMERICAN TRUST, FSB trimmed | 245,156 | $8M | 0.6% | 2026-Q2 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added | 244,200 | $8M | 0.6% | 2026-Q2 |
| ASSETMARK, INC trimmed | 242,119 | $8M | 0.6% | 2026-Q2 |
| Advisory Services Network, LLC added | 235,259 | $8M | 0.6% | 2026-Q2 |
| LMCG INVESTMENTS, LLC trimmed | 234,074 | $8M | 0.6% | 2026-Q2 |
| Kiker Wealth Management, LLC trimmed | 232,716 | $8M | 0.5% | 2026-Q2 |
| Omnia Family Wealth, LLC added | 218,058 | $7M | 0.5% | 2026-Q2 |
| Corecam Pte. Ltd. added | 214,110 | $7M | 0.5% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 200,000 | $7M | 0.5% | 2026-Q2 |
| Caprock Group, LLC added | 198,640 | $7M | 0.5% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 196,018 | $7M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 191,895 | $6M | 0.5% | 2026-Q2 |
| Lake Hills Wealth Management, LLC new | 188,017 | $6M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 169,814 | $6M | 0.4% | 2026-Q2 |
| Highview Capital Management LLC/DE/ added | 162,959 | $5M | 0.4% | 2026-Q2 |
| CoreCap Advisors, LLC added | 159,150 | $5M | 0.4% | 2026-Q2 |
| Man Group plc | 156,883 | $5M | 0.4% | 2026-Q2 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD new | 155,200 | $5M | 0.4% | 2026-Q2 |
| WealthCare Asset Management, LLC new | 154,548 | $5M | 0.4% | 2026-Q2 |
| CITIGROUP INC added | 153,979 | $5M | 0.4% | 2026-Q2 |
| GARDA CAPITAL PARTNERS LP added | 150,000 | $5M | 0.4% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 148,550 | $5M | 0.3% | 2026-Q2 |
| EFG International AG trimmed | 143,461 | $5M | 0.3% | 2026-Q2 |
| ICICI Prudential Asset Management Co Ltd | 142,143 | $5M | 0.3% | 2026-Q2 |
| SSA SWISS ADVISORS AG added | 141,897 | $5M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 138,192 | $5M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 137,321 | $5M | 0.3% | 2026-Q2 |
| Exit Wealth Advisors, LLC. added | 128,058 | $4M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 123,656 | $4M | 0.3% | 2026-Q2 |
| Black Swift Group, LLC added | 122,511 | $4M | 0.3% | 2026-Q2 |
| PGIM Custom Harvest LLC added | 118,461 | $4M | 0.3% | 2026-Q2 |
| Fiduciary Alliance LLC added | 113,328 | $4M | 0.3% | 2026-Q2 |
| Westview Management dba Westview Investment Advisors trimmed | 111,800 | $4M | 0.3% | 2026-Q2 |
| 180 WEALTH ADVISORS, LLC added | 111,019 | $4M | 0.3% | 2026-Q2 |
| Mission Creek Capital Partners, Inc. added | 103,546 | $3M | 0.2% | 2026-Q2 |
| Moneda S.A. Administradora General de Fondos added | 101,134 | $3M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 99,979 | $3M | 0.2% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 99,093 | $3M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 94,749 | $3M | 0.2% | 2026-Q2 |
| Corecam AG added | 89,410 | $3M | 0.2% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. trimmed | 87,787 | $3M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 87,174 | $3M | 0.2% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 86,500 | $3M | 0.2% | 2026-Q2 |
| Spahn Wealth & Retirement LLC new | 86,280 | $3M | 0.2% | 2026-Q2 |
| Riggs Asset Managment Co. Inc. added | 85,868 | $3M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 85,720 | $3M | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 85,184 | $3M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 80,719 | $3M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 80,429 | $3M | 0.2% | 2026-Q2 |
| Summit Financial, LLC added | 80,125 | $3M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 77,500 | $3M | 0.2% | 2026-Q2 |
| Blue Capital, Inc. trimmed | 75,018 | $3M | 0.2% | 2026-Q2 |
| Leibman Financial Services, Inc. trimmed | 71,820 | $2M | 0.2% | 2026-Q2 |
| MetLife Inc | 71,751 | $2M | 0.2% | 2026-Q2 |
| Sharper & Granite LLC added | 70,854 | $2M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 70,853 | $2M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 68,026 | $2M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 63,015 | $2M | 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.