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-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
The tracked-fund tape on ILF is one-sided between 2025-Q4 and 2026-Q1: 131 added or opened and 41 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
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 0.2% of theirs — a 0.2pp 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 2025-Q4 and 2026-Q1, across 314 tracked filers holding ILF, 217 increased or opened the position and 110 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 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 47
- EXCHANGE TRADED CONCEPTS, LLC$26M
- Main Management ETF Advisors, LLC$23M
- Bank Julius Baer & Co. Ltd, Zurich$19M
- SYON CAPITAL LLC$18M
- RED CEDAR INVESTMENT MANAGEMENT, LLC$17M
- Barry Investment Advisors, LLC$15M
Full exits 19
- Provida Pension Fund Administrator$85M
- OVERSEA-CHINESE BANKING Corp Ltd$27M
- Trek Financial, LLC$14M
- BARCLAYS PLC$6M
- RENAISSANCE TECHNOLOGIES LLC$4M
- Caprock Group, LLC$4M
Largest adds
- JPMORGAN CHASE & CO$119M
- HSBC HOLDINGS PLC$87M
- MORGAN STANLEY$49M
- SCHRODER INVESTMENT MANAGEMENT GROUP$45M
- BANK OF AMERICA CORP /DE/$30M
- BANK OF NOVA SCOTIA$26M
Largest trims
- ASSETMARK, INC$46M
- BlackRock, Inc.$19M
- COMMONWEALTH EQUITY SERVICES, LLC$10M
- OSAIC HOLDINGS, INC.$8M
- Stonehearth Capital Management, LLC$5M
- BNP PARIBAS FINANCIAL MARKETS$4M
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 | 5,087,953 | $181M | 10.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 3,519,161 | $120M | 7.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,506,803 | $89M | 5.4% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 2,467,032 | $88M | 5.3% | 2026-Q1 |
| CI INVESTMENTS INC. trimmed | 1,832,295 | $65M | 3.9% | 2026-Q1 |
| LPL Financial LLC added | 1,398,940 | $50M | 3.0% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 1,398,312 | $48M | 2.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,122,260 | $40M | 2.4% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 1,107,333 | $39M | 2.4% | 2026-Q1 |
| New Harbor Financial Group, LLC added | 1,006,655 | $36M | 2.2% | 2026-Q1 |
| Journey Advisory Group, LLC added | 801,157 | $28M | 1.7% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 744,017 | $26M | 1.6% | 2026-Q1 |
| Proficio Capital Partners LLC added | 739,255 | $26M | 1.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 679,731 | $24M | 1.5% | 2026-Q1 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC trimmed | 650,930 | $23M | 1.4% | 2026-Q1 |
| Main Management ETF Advisors, LLC new | 637,164 | $23M | 1.4% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 632,545 | $22M | 1.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 623,382 | $22M | 1.3% | 2026-Q1 |
| Marks Wealth, LLC trimmed | 599,680 | $21M | 1.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 597,228 | $21M | 1.3% | 2026-Q1 |
| UBS Group AG added | 587,681 | $21M | 1.3% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich added | 535,833 | $19M | 1.1% | 2026-Q1 |
| SYON CAPITAL LLC new | 500,476 | $18M | 1.1% | 2026-Q1 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC new | 474,510 | $17M | 1.0% | 2026-Q1 |
| POTOMAC FUND MANAGEMENT INC /ADV trimmed | 440,800 | $16M | 0.9% | 2026-Q1 |
| Carrera Capital Advisors added | 431,995 | $15M | 0.9% | 2026-Q1 |
| Merit Financial Group, LLC added | 427,672 | $15M | 0.9% | 2026-Q1 |
| Barry Investment Advisors, LLC new | 418,527 | $15M | 0.9% | 2026-Q1 |
| Chicago Wealth Management, Inc. added | 366,676 | $13M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 365,380 | $13M | 0.8% | 2026-Q1 |
| Randolph Co Inc new | 341,871 | $12M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 328,194 | $12M | 0.7% | 2026-Q1 |
| FIRST AMERICAN TRUST, FSB added | 315,773 | $11M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 295,504 | $10M | 0.6% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 294,092 | $10M | 0.6% | 2026-Q1 |
| Csenge Advisory Group added | 281,197 | $10M | 0.6% | 2026-Q1 |
| University of Illinois Foundation new | 276,625 | $10M | 0.6% | 2026-Q1 |
| BANQUE PICTET & CIE SA | 270,000 | $10M | 0.6% | 2026-Q1 |
| Venturi Wealth Management, LLC trimmed | 264,302 | $9M | 0.6% | 2026-Q1 |
| Banco Santander, S.A. added | 257,601 | $9M | 0.6% | 2026-Q1 |
| ASSETMARK, INC trimmed | 253,344 | $9M | 0.5% | 2026-Q1 |
| LMCG INVESTMENTS, LLC trimmed | 243,639 | $9M | 0.5% | 2026-Q1 |
| AVALON CAPITAL MANAGEMENT trimmed | 240,918 | $9M | 0.5% | 2026-Q1 |
| Kiker Wealth Management, LLC added | 238,527 | $8M | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 230,447 | $8M | 0.5% | 2026-Q1 |
| Kera Capital Partners, Inc. trimmed | 228,016 | $8M | 0.5% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 219,300 | $8M | 0.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 214,889 | $8M | 0.5% | 2026-Q1 |
| Omnia Family Wealth, LLC added | 213,047 | $8M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 206,139 | $7M | 0.4% | 2026-Q1 |
| Corecam Pte. Ltd. added | 202,060 | $7M | 0.4% | 2026-Q1 |
| FIL Ltd added | 201,670 | $7M | 0.4% | 2026-Q1 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added | 206,400 | $7M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 181,493 | $6M | 0.4% | 2026-Q1 |
| Man Group plc trimmed | 156,883 | $6M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 155,200 | $6M | 0.3% | 2026-Q1 |
| CoreCap Advisors, LLC added | 154,421 | $5M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 150,240 | $5M | 0.3% | 2026-Q1 |
| Highview Capital Management LLC/DE/ added | 149,453 | $5M | 0.3% | 2026-Q1 |
| Synergy Asset Management, LLC added | 149,172 | $5M | 0.3% | 2026-Q1 |
| EFG International AG trimmed | 147,821 | $5M | 0.3% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 142,232 | $5M | 0.3% | 2026-Q1 |
| ICICI Prudential Asset Management Co Ltd trimmed | 142,143 | $5M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 138,944 | $5M | 0.3% | 2026-Q1 |
| NWAM LLC added | 133,200 | $5M | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 127,198 | $5M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 121,892 | $4M | 0.3% | 2026-Q1 |
| Exit Wealth Advisors, LLC. added | 115,740 | $4M | 0.2% | 2026-Q1 |
| Westview Management dba Westview Investment Advisors new | 113,671 | $4M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 111,071 | $4M | 0.2% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 101,000 | $4M | 0.2% | 2026-Q1 |
| Clal Insurance Enterprises Holdings Ltd added | 100,000 | $4M | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 97,725 | $3M | 0.2% | 2026-Q1 |
| BNC WEALTH MANAGEMENT, LLC new | 95,531 | $3M | 0.2% | 2026-Q1 |
| Mission Creek Capital Partners, Inc. new | 94,377 | $3M | 0.2% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. added | 93,366 | $3M | 0.2% | 2026-Q1 |
| Belpointe Asset Management LLC added | 93,283 | $3M | 0.2% | 2026-Q1 |
| PGIM Custom Harvest LLC added | 91,636 | $3M | 0.2% | 2026-Q1 |
| GFS Advisors, LLC new | 188,395 | $3M | 0.2% | 2026-Q1 |
| Leibman Financial Services, Inc. added | 88,292 | $3M | 0.2% | 2026-Q1 |
| Corecam AG | 87,800 | $3M | 0.2% | 2026-Q1 |
| Fiduciary Alliance LLC new | 81,944 | $3M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP new | 84,795 | $3M | 0.2% | 2026-Q1 |
| Black Swift Group, LLC added | 84,340 | $3M | 0.2% | 2026-Q1 |
| Gallacher Capital Management LLC trimmed | 83,429 | $3M | 0.2% | 2026-Q1 |
| 180 WEALTH ADVISORS, LLC added | 81,512 | $3M | 0.2% | 2026-Q1 |
| Riggs Asset Managment Co. Inc. added | 80,710 | $3M | 0.2% | 2026-Q1 |
| Blue Capital, Inc. added | 79,247 | $3M | 0.2% | 2026-Q1 |
| Moneda S.A. Administradora General de Fondos trimmed | 78,658 | $3M | 0.2% | 2026-Q1 |
| Fortis Capital Advisors, LLC added | 76,862 | $3M | 0.2% | 2026-Q1 |
| Provida Pension Fund Administrator added | 2,786,663 | $85M | 5.1% | 2025-Q4 stale |
| OVERSEA-CHINESE BANKING Corp Ltd new | 897,500 | $27M | 1.6% | 2025-Q4 stale |
| Trek Financial, LLC added | 450,999 | $14M | 0.8% | 2025-Q4 stale |
| BARCLAYS PLC added | 185,938 | $6M | 0.3% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 134,700 | $4M | 0.2% | 2025-Q4 stale |
| Caprock Group, LLC added | 132,330 | $4M | 0.2% | 2025-Q4 stale |
| SSA SWISS ADVISORS AG added | 109,544 | $3M | 0.2% | 2025-Q4 stale |
| Empowered Funds, LLC new | 108,333 | $3M | 0.2% | 2025-Q3 stale |
| EFG Asset Management (Americas) Corp. added | 105,989 | $3M | 0.2% | 2025-Q3 stale |
| Ocean Park Asset Management, LLC new | 93,278 | $3M | 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.