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Institutional Ownership · SEC Form 13F

Who owns IMOS


Which tracked institutional funds hold IMOS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IMOS company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

84
Institutional holders
3M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on IMOS is one-sided between 2026-Q1 and 2026-Q2: 30 added or opened and 3 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

IMOS’s largest tracked holder by dollar value, RENAISSANCE TECHNOLOGIES LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in IMOS 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 84 tracked filers holding IMOS, 58 increased or opened the position and 31 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 IMOS 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 5

  • XY Capital Ltd$8M
  • Qube Research & Technologies Ltd$2M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
  • RITHOLTZ WEALTH MANAGEMENT$575K
  • TD Waterhouse Canada Inc.$517K

Full exits 2

  • ACADIAN ASSET MANAGEMENT LLC$8M
  • Parvin Asset Management, LLC$779K

Largest adds

  • RENAISSANCE TECHNOLOGIES LLC$31M
  • O'SHAUGHNESSY ASSET MANAGEMENT, LLC$8M
  • BlackRock, Inc.$7M
  • JANE STREET GROUP, LLC$3M
  • DIMENSIONAL FUND ADVISORS LP$2M
  • Vanguard Personalized Indexing Management, LLC$2M

Largest trims

  • Quadrature Capital Ltd$406K

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).

FundSharesReported value% of valueQuarter
RENAISSANCE TECHNOLOGIES LLC trimmed1,105,890$71M41.0%2026-Q2
BlackRock, Inc. added255,464$16M9.5%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added172,425$11M6.4%2026-Q2
XY Capital Ltd added130,326$8M4.8%2026-Q2
DIMENSIONAL FUND ADVISORS LP trimmed88,685$6M3.3%2026-Q2
Vanguard Personalized Indexing Management, LLC added72,464$5M2.7%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed53,138$3M2.0%2026-Q2
JANE STREET GROUP, LLC added52,853$3M2.0%2026-Q2
TWO SIGMA INVESTMENTS, LP added50,810$3M1.9%2026-Q2
Creative Planning added49,378$3M1.8%2026-Q2
MARSHALL WACE, LLP added34,423$2M1.3%2026-Q2
RENAISSANCE GROUP LLC trimmed34,140$2M1.3%2026-Q2
Qube Research & Technologies Ltd new32,641$2M1.2%2026-Q2
Caprock Group, LLC added30,909$2M1.2%2026-Q2
Ballentine Partners, LLC added26,847$2M1.0%2026-Q2
RHUMBLINE ADVISERS added25,707$2M1.0%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP new20,814$1M0.8%2026-Q2
SIGNATUREFD, LLC trimmed20,711$1M0.8%2026-Q2
JPMORGAN CHASE & CO added21,887$1M0.7%2026-Q2
XTX Topco Ltd added19,773$1M0.7%2026-Q2
LVW Advisors, LLC added18,898$1M0.7%2026-Q2
CITADEL ADVISORS LLC trimmed17,647$1M0.7%2026-Q2
Trexquant Investment LP added16,441$1M0.6%2026-Q2
Kathmere Capital Management, LLC added13,395$861K0.5%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed12,777$821K0.5%2026-Q2
LPL Financial LLC trimmed12,747$819K0.5%2026-Q2
QUADRANT CAPITAL GROUP LLC trimmed12,071$776K0.4%2026-Q2
RITHOLTZ WEALTH MANAGEMENT trimmed8,949$575K0.3%2026-Q2
TD Waterhouse Canada Inc. new7,977$517K0.3%2026-Q2
MORGAN STANLEY added7,970$512K0.3%2026-Q2
Vident Advisory, LLC trimmed7,612$489K0.3%2026-Q2
Mariner, LLC new7,145$459K0.3%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added6,764$435K0.3%2026-Q2
Parallel Advisors, LLC added6,544$420K0.2%2026-Q2
Engineers Gate Manager LP new5,800$373K0.2%2026-Q2
Foster Group, Inc. new5,269$339K0.2%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. trimmed5,138$330K0.2%2026-Q2
Quadrature Capital Ltd trimmed4,776$307K0.2%2026-Q2
&PARTNERS new4,519$290K0.2%2026-Q2
Quantinno Capital Management LP new4,184$269K0.2%2026-Q2
GOLDMAN SACHS GROUP INC trimmed4,160$267K0.2%2026-Q2
HSBC HOLDINGS PLC new4,197$267K0.2%2026-Q2
Arax Advisory Partners added4,082$262K0.2%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC new3,698$238K0.1%2026-Q2
EVERGREEN CAPITAL MANAGEMENT LLC new3,617$235K0.1%2026-Q2
Squarepoint Ops LLC new3,655$235K0.1%2026-Q2
GAMMA Investing LLC added3,363$216K0.1%2026-Q2
BANK OF MONTREAL /CAN/ new3,344$215K0.1%2026-Q2
Ascent Group, LLC new3,260$209K0.1%2026-Q2
SmartHarvest Portfolios, LLC new3,115$200K0.1%2026-Q2
Westside Investment Management, Inc.2,163$139K0.1%2026-Q2
Farther Finance Advisors, LLC added1,654$106K0.1%2026-Q2
Smartleaf Asset Management LLC1,774$103K0.1%2026-Q2
Allworth Financial LP trimmed1,574$101K0.1%2026-Q2
US BANCORP \DE\ added940$60K0.0%2026-Q2
Global Retirement Partners, LLC trimmed934$60K0.0%2026-Q2
Bell Investment Advisors, Inc653$42K0.0%2026-Q2
OSAIC HOLDINGS, INC. added623$40K0.0%2026-Q2
ASSETMARK, INC added605$39K0.0%2026-Q2
UBS Group AG added568$36K0.0%2026-Q2
CITIGROUP INC added550$35K0.0%2026-Q2
NISA INVESTMENT ADVISORS, LLC added522$34K0.0%2026-Q2
SIMPLEX TRADING, LLC added428$27K0.0%2026-Q2
NewEdge Advisors, LLC added424$27K0.0%2026-Q2
Physician Wealth Advisors, Inc. trimmed369$24K0.0%2026-Q2
Integrated Wealth Concepts LLC new270$17K0.0%2026-Q2
Federation des caisses Desjardins du Quebec264$17K0.0%2026-Q2
GROUP ONE TRADING LLC new248$16K0.0%2026-Q2
Larson Financial Group LLC192$12K0.0%2026-Q2
AdvisorNet Financial, Inc150$10K0.0%2026-Q2
Crewe Advisors LLC113$7K0.0%2026-Q2
Cornerstone Financial Management LLC added109$7K0.0%2026-Q2
FIDUCIARY FINANCIAL ADVISORS new78$5K0.0%2026-Q2
PRIVATE TRUST CO NA trimmed77$5K0.0%2026-Q2
EverSource Wealth Advisors, LLC trimmed66$4K0.0%2026-Q2
Winch Advisory Services, LLC60$4K0.0%2026-Q2
Dogwood Wealth Management LLC51$3K0.0%2026-Q2
SBI Securities Co., Ltd. added43$3K0.0%2026-Q2
Moisand Fitzgerald Tamayo, LLC39$3K0.0%2026-Q2
Silver Grove Financial Group, Inc. new30$2K0.0%2026-Q2
ROYAL BANK OF CANADA trimmed21$1K0.0%2026-Q2
IFP Advisors, Inc15$9640.0%2026-Q2
Caitong International Asset Management Co., Ltd new1$640.0%2026-Q2
WELLS FARGO & COMPANY/MN added1$620.0%2026-Q2
ACADIAN ASSET MANAGEMENT LLC trimmed225,521$8M4.6%2026-Q1 stale (1 quarter behind)
Parvin Asset Management, LLC trimmed21,770$779K0.4%2026-Q1 stale (1 quarter behind)
MILLENNIUM MANAGEMENT LLC new10,729$384K0.2%2026-Q1 stale (1 quarter behind)
DELPHI MANAGEMENT INC /MA/ new7,110$254K0.1%2026-Q1 stale (1 quarter behind)
LSV ASSET MANAGEMENT5,600$200K0.1%2026-Q1 stale (1 quarter behind)
JNBA Financial Advisors trimmed750$27K0.0%2026-Q1 stale (1 quarter behind)
BESSEMER GROUP INC279$10K0.0%2026-Q1 stale (1 quarter behind)
CWM, LLC added220$8K0.0%2026-Q1 stale (1 quarter behind)
Coston, McIsaac & Partners217$7K0.0%2026-Q1 stale (1 quarter behind)
Intentional Wealth Strategies, LLC new158$6K0.0%2026-Q1 stale (1 quarter behind)
MAI Capital Management trimmed112$4K0.0%2026-Q1 stale (1 quarter behind)
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new108$4K0.0%2026-Q1 stale (1 quarter behind)
HUNTINGTON NATIONAL BANK new59$2K0.0%2026-Q1 stale (1 quarter behind)
RBF Capital, LLC new8,965$266K0.2%2025-Q4 stale (2 quarters behind)
ABC ARBITRAGE SA trimmed15,185$290K0.2%2025-Q3 stale (3 quarters behind)
RAYMOND JAMES FINANCIAL INC new1,274$23K0.0%2025-Q2 stale (4 quarters behind)

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.

HoldersTotal shares

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.

Learn how to read institutional ownership