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Institutional Ownership · SEC Form 13F

Who owns INMU (INMU)


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

103
Institutional holders
22,869,249
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on INMU is one-sided between 2025-Q4 and 2026-Q1: 37 added or opened and 6 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

INMU’s largest tracked holder by dollar value, Dynasty Wealth Management, LLC, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in INMU 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 103 tracked filers holding INMU, 75 increased or opened the position and 25 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 INMU 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 10

  • Vestmark Advisory Solutions, Inc.$49M
  • Resonant Capital Advisors, LLC$12M
  • Geneos Wealth Management Inc.$3M
  • Bank of New York Mellon Corp$2M
  • CITADEL ADVISORS LLC$2M
  • Independent Advisor Alliance$2M

Full exits 2

  • PUREfi Wealth, LLC$578K
  • Elequin Capital, LP$536K

Largest adds

  • Arax Advisory Partners$51M
  • Dynasty Wealth Management, LLC$37M
  • LPL Financial LLC$22M
  • SAGESPRING WEALTH PARTNERS, LLC$16M
  • JPMORGAN CHASE & CO$16M
  • OpenArc Corporate Advisory, LLC$13M

Largest trims

  • NewEdge Advisors, LLC$1M
  • HighTower Advisors, LLC$761K
  • Centerline Wealth Advisors, LLC$549K
  • Focus Partners Wealth$368K

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
Dynasty Wealth Management, LLC added3,290,251$79M14.2%2026-Q1
LPL Financial LLC added2,527,688$60M10.9%2026-Q1
JPMORGAN CHASE & CO added2,292,433$55M9.8%2026-Q1
Arax Advisory Partners added2,157,604$52M9.3%2026-Q1
Vestmark Advisory Solutions, Inc. new2,040,791$49M8.8%2026-Q1
SAGESPRING WEALTH PARTNERS, LLC added1,871,246$45M8.1%2026-Q1
OpenArc Corporate Advisory, LLC added1,084,429$26M4.7%2026-Q1
Larson Financial Group LLC added994,752$24M4.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added820,350$20M3.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added605,563$14M2.6%2026-Q1
Resonant Capital Advisors, LLC new509,341$12M2.2%2026-Q1
Cetera Investment Advisers added336,813$8M1.5%2026-Q1
Keystone Financial Group, Inc. added281,882$7M1.2%2026-Q1
Merit Financial Group, LLC added252,938$6M1.1%2026-Q1
JANE STREET GROUP, LLC added247,216$6M1.1%2026-Q1
Paulson Wealth Management Inc. added229,364$5M1.0%2026-Q1
OSAIC HOLDINGS, INC. added206,834$5M0.9%2026-Q1
FORTE ASSET MANAGEMENT LLC added170,000$4M0.7%2026-Q1
UNIQUE WEALTH, LLC trimmed168,880$4M0.7%2026-Q1
Advisory Resource Group added161,228$4M0.7%2026-Q1
McKinley Carter Wealth Services, Inc. added140,269$3M0.6%2026-Q1
Frisch Financial Group, Inc. added128,996$3M0.6%2026-Q1
Archer Investment Management, LLC added127,835$3M0.6%2026-Q1
Skyline Advisors, Inc. added123,923$3M0.5%2026-Q1
Geneos Wealth Management Inc. new120,826$3M0.5%2026-Q1
Centerline Wealth Advisors, LLC trimmed101,214$2M0.4%2026-Q1
MGO ONE SEVEN LLC added88,948$2M0.4%2026-Q1
Cyndeo Wealth Partners, LLC added87,949$2M0.4%2026-Q1
HighTower Advisors, LLC trimmed83,094$2M0.4%2026-Q1
Bank of New York Mellon Corp new82,956$2M0.4%2026-Q1
MML INVESTORS SERVICES, LLC added80,113$2M0.3%2026-Q1
Lansing Street Advisors added70,290$2M0.3%2026-Q1
CITADEL ADVISORS LLC trimmed69,634$2M0.3%2026-Q1
Independent Advisor Alliance new68,395$2M0.3%2026-Q1
IHT Wealth Management, LLC new59,454$1M0.3%2026-Q1
LongView Wealth Management added58,898$1M0.3%2026-Q1
Apella Capital, LLC new56,978$1M0.2%2026-Q1
Dynamic Advisor Solutions LLC added57,330$1M0.2%2026-Q1
Intrua Financial, LLC added56,397$1M0.2%2026-Q1
Financial Connections Group, Inc. added50,552$1M0.2%2026-Q1
Landmark Wealth Management, LLC added49,906$1M0.2%2026-Q1
CWM, LLC added46,795$1M0.2%2026-Q1
SimpliFi, Inc. added44,487$1M0.2%2026-Q1
PARK AVENUE SECURITIES LLC trimmed43,176$1M0.2%2026-Q1
&PARTNERS added43,160$1M0.2%2026-Q1
MMA ASSET MANAGEMENT LLC added41,467$991K0.2%2026-Q1
SILVERLAKE WEALTH MANAGEMENT LLC new39,745$950K0.2%2026-Q1
Focus Partners Wealth trimmed30,009$718K0.1%2026-Q1
TRUIST FINANCIAL CORP trimmed29,312$701K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed28,853$690K0.1%2026-Q1
Evergreen Wealth Partners LLC added26,581$636K0.1%2026-Q1
Magnolia Private Wealth, LLC added25,583$612K0.1%2026-Q1
BETO FINANCIAL GROUP, LLC added24,860$599K0.1%2026-Q1
Tennessee Valley Asset Management Partners trimmed19,961$477K0.1%2026-Q1
Syverson Strege & Co19,822$474K0.1%2026-Q1
NOVEM GROUP added19,490$466K0.1%2026-Q1
WEALTH ALLIANCE, LLC new17,252$412K0.1%2026-Q1
U.S. Capital Wealth Advisors, LLC new17,034$407K0.1%2026-Q1
Gateway Wealth Partners, LLC new15,572$372K0.1%2026-Q1
MATTERN CAPITAL MANAGEMENT, LLC trimmed15,518$371K0.1%2026-Q1
MassMutual Private Wealth & Trust, FSB added15,065$360K0.1%2026-Q1
Objective Capital Management, LLC new15,000$359K0.1%2026-Q1
Sigma Planning Corp new13,756$329K0.1%2026-Q1
Kingsview Wealth Management, LLC added12,849$307K0.1%2026-Q1
Apollon Wealth Management, LLC added12,406$297K0.1%2026-Q1
VIAWEALTH, LLC new12,134$290K0.1%2026-Q1
Apeiron RIA LLC11,559$276K0.0%2026-Q1
PRINCIPAL SECURITIES, INC. added11,213$268K0.0%2026-Q1
LIBERTY SQUARE WEALTH PARTNERS LLC10,758$257K0.0%2026-Q1
Belpointe Asset Management LLC10,430$249K0.0%2026-Q1
Strategies Wealth Advisors, LLC new10,161$243K0.0%2026-Q1
DAVENPORT & Co LLC added9,806$234K0.0%2026-Q1
World Investment Advisors new9,495$227K0.0%2026-Q1
Chatterton & Associates Inc.9,115$219K0.0%2026-Q1
Financial Partners Group, Inc new9,138$218K0.0%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed9,086$217K0.0%2026-Q1
Security Financial Services, INC. new8,993$215K0.0%2026-Q1
FIDELIS CAPITAL PARTNERS, LLC8,865$212K0.0%2026-Q1
Fairvoy Private Wealth, LLC trimmed8,379$200K0.0%2026-Q1
Golden State Wealth Management, LLC new5,998$143K0.0%2026-Q1
PRIVATE TRUST CO NA trimmed4,778$114K0.0%2026-Q1
Capital Advisors, Ltd. LLC4,302$103K0.0%2026-Q1
Crews Bank & Trust4,300$103K0.0%2026-Q1
Mariner, LLC trimmed89,759$2M0.4%2025-Q1 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added82,835$2M0.3%2025-Q2 stale
Savvy Advisors, Inc.32,140$760K0.1%2025-Q1 stale
Kovitz Investment Group Partners, LLC added31,488$754K0.1%2025-Q3 stale
Cyr Financial Inc. trimmed27,448$649K0.1%2025-Q1 stale
PUREfi Wealth, LLC new24,064$578K0.1%2025-Q4 stale
Elequin Capital, LP trimmed22,316$536K0.1%2025-Q4 stale
StoneCrest Wealth Management, Inc.22,300$523K0.1%2025-Q2 stale
Corient Private Wealth LLC21,852$517K0.1%2025-Q1 stale
Invst, LLC new15,223$364K0.1%2025-Q3 stale
Good Life Advisors, LLC new14,514$340K0.1%2025-Q2 stale
WELLS FARGO & COMPANY/MN13,015$313K0.1%2025-Q4 stale
Magnus Financial Group LLC new11,273$270K0.0%2025-Q3 stale
GOLDMAN SACHS GROUP INC trimmed8,890$214K0.0%2025-Q4 stale
PALO ALTO WEALTH ADVISORS, LLC trimmed8,725$211K0.0%2025-Q3 stale
Beacon Capital Management, LLC new8,378$201K0.0%2025-Q4 stale
Cornerstone Wealth Management, LLC new8,355$201K0.0%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.

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