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Institutional Ownership · SEC Form 13F

Who owns INFQ


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

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

272
Institutional holders
88M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on INFQ is one-sided between 2026-Q1 and 2026-Q2: 113 added or opened and 13 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

INFQ’s largest tracked holder by dollar value, S&G Foundation, sizes it at 7.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in INFQ 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 265 tracked filers holding INFQ, 237 increased or opened the position and 48 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 INFQ 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 84

  • S&G Foundation$154M
  • BlackRock, Inc.$120M
  • Defiance ETFs, LLC$64M
  • GLYNN CAPITAL MANAGEMENT LLC$57M
  • GEODE CAPITAL MANAGEMENT, LLC$43M
  • VANGUARD CAPITAL MANAGEMENT LLC$42M

Full exits 5

  • Global Frontier Investments LLC$251M
  • MAVERICK CAPITAL LTD$196M
  • DISCOVERY CAPITAL MANAGEMENT, LLC / CT$4M
  • Squarepoint Ops LLC$2M
  • HighTower Advisors, LLC$2M

Largest adds

  • MORGAN STANLEY$43M
  • UBS Group AG$36M
  • RENAISSANCE TECHNOLOGIES LLC$20M
  • 1900 WEALTH MANAGEMENT LLC$14M
  • Bank of New York Mellon Corp$14M
  • BNP PARIBAS FINANCIAL MARKETS$11M

Largest trims

  • Alyeska Investment Group, L.P.$36M
  • D. E. Shaw & Co., Inc.$6M
  • Polar Asset Management Partners Inc.$4M
  • GOLDMAN SACHS GROUP INC$4M
  • OPPENHEIMER & CO INC$3M
  • NOMURA HOLDINGS INC$1M

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.

FundSharesReported value% of valueQuarter
S&G Foundation new11,573,878$154M14.0%2026-Q2
BlackRock, Inc. new9,034,636$120M10.9%2026-Q2
Defiance ETFs, LLC new4,937,608$64M5.8%2026-Q2
GLYNN CAPITAL MANAGEMENT LLC new4,315,260$57M5.2%2026-Q2
MORGAN STANLEY added3,401,767$45M4.1%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added3,197,940$43M3.9%2026-Q2
UBS Group AG added3,160,098$42M3.8%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC new3,123,550$42M3.8%2026-Q2
STATE STREET CORP new2,627,458$35M3.2%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC new2,386,925$32M2.9%2026-Q2
CITADEL ADVISORS LLC trimmed2,319,687$31M2.8%2026-Q2
Davis Asset Management, L.P. new2,085,798$28M2.5%2026-Q2
VIKING GLOBAL INVESTORS LP new2,032,649$27M2.5%2026-Q2
JPMORGAN CHASE & CO new1,788,741$25M2.2%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added1,681,200$22M2.0%2026-Q2
VAN ECK ASSOCIATES CORP new1,391,877$19M1.7%2026-Q2
JANE STREET GROUP, LLC added1,223,144$16M1.5%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC new1,177,782$16M1.4%2026-Q2
QVT Financial LP trimmed1,170,881$16M1.4%2026-Q2
Bank of New York Mellon Corp added1,076,802$14M1.3%2026-Q2
1900 WEALTH MANAGEMENT LLC added1,074,977$14M1.3%2026-Q2
NORTHERN TRUST CORP new1,014,205$14M1.2%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added1,009,487$13M1.2%2026-Q2
VANGUARD FIDUCIARY TRUST CO new923,867$12M1.1%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added814,925$11M1.0%2026-Q2
Empyrean Capital Partners, LP trimmed762,500$5M0.5%2026-Q2
Pathstone Holdings, LLC new737,697$10M0.9%2026-Q2
PINNACLE ASSOCIATES LTD added734,580$10M0.9%2026-Q2
Capelight Capital Asset Management LP added578,092$4M0.4%2026-Q2
BOOTHBAY FUND MANAGEMENT, LLC added560,000$7M0.7%2026-Q2
Alyeska Investment Group, L.P. trimmed464,631$6M0.6%2026-Q2
Integrated Advisors Network LLC added457,733$6M0.6%2026-Q2
Foundations Investment Advisors, LLC added445,956$6M0.5%2026-Q2
MMCAP International Inc. SPC trimmed430,970$3M0.3%2026-Q2
ENVESTNET ASSET MANAGEMENT INC new413,958$6M0.5%2026-Q2
OPPENHEIMER & CO INC trimmed404,514$5M0.5%2026-Q2
Alberta Investment Management Corp trimmed375,000$3M0.2%2026-Q2
ARISTEIA CAPITAL, L.L.C. added363,364$3M0.2%2026-Q2
Greenland Capital Management LP new362,435$2M0.2%2026-Q2
Caption Management, LLC new349,161$2M0.2%2026-Q2
LMR Partners LLP trimmed334,257$4M0.4%2026-Q2
1888 Investments, LLC new331,507$4M0.4%2026-Q2
IMC-Chicago, LLC added319,766$4M0.4%2026-Q2
GOLDMAN SACHS GROUP INC trimmed292,660$2M0.2%2026-Q2
Nuveen, LLC new287,515$4M0.3%2026-Q2
Pier Capital, LLC new278,389$4M0.3%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP new278,347$4M0.3%2026-Q2
Cerity Partners LLC new251,313$3M0.3%2026-Q2
Turtle Creek Wealth Advisors, LLC new237,878$3M0.3%2026-Q2
LPL Financial LLC added233,353$3M0.3%2026-Q2
Strong Tower Advisory Services new222,687$3M0.3%2026-Q2
BANK OF AMERICA CORP /DE/ added203,263$3M0.2%2026-Q2
SLT Holdings LLC new196,950$3M0.2%2026-Q2
WIM INVESTMENT MANAGEMENT Ltd trimmed184,650$2M0.2%2026-Q2
Baird Financial Group, Inc. new182,812$2M0.2%2026-Q2
SIMPLEX TRADING, LLC added176,239$2M0.2%2026-Q2
WELLS FARGO & COMPANY/MN added175,442$2M0.2%2026-Q2
BLAIR WILLIAM & CO/IL new174,983$2M0.2%2026-Q2
RAYMOND JAMES FINANCIAL INC added170,889$2M0.2%2026-Q2
Clear Street Group Inc. added169,479$2M0.2%2026-Q2
Linden Advisors LP trimmed160,057$1M0.1%2026-Q2
CANTOR FITZGERALD, L. P. added151,721$2M0.2%2026-Q2
PLUSTICK MANAGEMENT LLC trimmed150,000$2M0.2%2026-Q2
RHUMBLINE ADVISERS new149,512$2M0.2%2026-Q2
Advisory Services Network, LLC added143,979$2M0.2%2026-Q2
Polar Asset Management Partners Inc. trimmed140,300$2M0.2%2026-Q2
XTX Topco Ltd added137,654$2M0.2%2026-Q2
D. E. Shaw & Co., Inc. trimmed130,970$900K0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. new128,520$2M0.2%2026-Q2
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC new127,704$2M0.2%2026-Q2
Gladstone Institutional Advisory LLC trimmed126,550$2M0.2%2026-Q2
ROYAL BANK OF CANADA added125,493$2M0.2%2026-Q2
AMERIPRISE FINANCIAL INC new125,267$2M0.2%2026-Q2
Kryger Capital LLC added123,583$2M0.1%2026-Q2
Magnetar Financial LLC trimmed121,000$831K0.1%2026-Q2
Marex Group Ltd added120,612$2M0.1%2026-Q2
Cetera Investment Advisers new118,084$2M0.1%2026-Q2
DEUTSCHE BANK AG\ new117,027$2M0.1%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed107,040$1M0.1%2026-Q2
STEINBERGANNA WEALTH MANAGEMENT new102,383$1M0.1%2026-Q2
Swiss National Bank new99,900$1M0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ trimmed96,676$1M0.1%2026-Q2
CITIGROUP INC new96,418$1M0.1%2026-Q2
Paragon Capital Management Ltd new94,080$1M0.1%2026-Q2
NOMURA HOLDINGS INC trimmed89,413$1M0.1%2026-Q2
Aristides Capital LLC trimmed88,337$1M0.1%2026-Q2
BARCLAYS PLC added82,650$1M0.1%2026-Q2
OSAIC HOLDINGS, INC. added76,481$1M0.1%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new75,122$1M0.1%2026-Q2
GROUP ONE TRADING LLC new74,767$996K0.1%2026-Q2
D'Orazio & Associates, Inc. new69,481$925K0.1%2026-Q2
MetLife Investment Management, LLC new69,125$921K0.1%2026-Q2
Secure Asset Management, LLC new63,601$847K0.1%2026-Q2
Invesco Ltd. new63,293$843K0.1%2026-Q2
Zurcher Kantonalbank (Zurich Cantonalbank) new62,353$831K0.1%2026-Q2
Diametric Capital, LP added60,708$809K0.1%2026-Q2
Coastline Trust Co new59,258$789K0.1%2026-Q2
SEI INVESTMENTS CO new59,131$788K0.1%2026-Q2
Vanguard Global Advisers, LLC new58,232$776K0.1%2026-Q2
B & T Capital Management DBA Alpha Capital Management trimmed57,056$760K0.1%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.

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