Who owns INTF
Which tracked institutional funds hold INTF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See INTF company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-24). 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
65 tracked funds added or opened INTF while 23 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
INTF’s largest tracked holder by dollar value, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in INTF 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 191 tracked filers holding INTF, 114 increased or opened the position and 83 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 INTF 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 7
- ELEVATION POINT WEALTH PARTNERS, LLC$30M
- Shah Wealth Advisors, LLC$27M
- Diversify Advisory Services, LLC$3M
- OLD MISSION CAPITAL LLC$3M
- Daybright Advisory Services, Inc.$3M
- Clark Capital Management Group, Inc.$2M
Full exits 13
- Corient Private Wealth LLC$33M
- CWM, LLC$20M
- FOSTER & MOTLEY INC$14M
- HighTower Advisors, LLC$12M
- Janney Montgomery Scott LLC$5M
- NATIXIS ADVISORS, LLC$2M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$108M
- Invesco Ltd.$69M
- Strategic Financial Services, Inc.$14M
- JONES FINANCIAL COMPANIES LLLP$11M
- ENVESTNET ASSET MANAGEMENT INC$10M
- HALBERT HARGROVE GLOBAL ADVISORS, LLC$10M
Largest trims
- GOLDMAN SACHS GROUP INC$7M
- Stokes Family Office, LLC$7M
- Sequoia Financial Advisors, LLC$5M
- Farther Finance Advisors, LLC$2M
- Kestra Investment Management, LLC$2M
- PHILLIPS FINANCIAL MANAGEMENT, LLC$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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 21,882,011 | $896M | 28.9% | 2026-Q2 |
| Strategic Financial Services, Inc. trimmed | 8,625,214 | $353M | 11.4% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 6,136,594 | $251M | 8.1% | 2026-Q2 |
| Invesco Ltd. added | 4,688,330 | $192M | 6.2% | 2026-Q2 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC added | 3,417,256 | $140M | 4.5% | 2026-Q2 |
| Tolleson Wealth Management, Inc. trimmed | 3,078,519 | $126M | 4.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 2,355,846 | $96M | 3.1% | 2026-Q2 |
| Compound Planning, Inc. added | 2,013,674 | $82M | 2.7% | 2026-Q2 |
| Clearwater Capital Advisors, LLC added | 1,894,651 | $78M | 2.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,324,191 | $54M | 1.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,061,578 | $43M | 1.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 843,379 | $35M | 1.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 773,011 | $32M | 1.0% | 2026-Q2 |
| Kestra Investment Management, LLC trimmed | 768,961 | $31M | 1.0% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 741,199 | $30M | 1.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 714,191 | $29M | 0.9% | 2026-Q2 |
| MORGAN STANLEY added | 658,583 | $27M | 0.9% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 654,453 | $27M | 0.9% | 2026-Q2 |
| Shah Wealth Advisors, LLC new | 654,401 | $27M | 0.9% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 630,132 | $26M | 0.8% | 2026-Q2 |
| First Command Advisory Services, Inc. added | 598,639 | $25M | 0.8% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 546,768 | $22M | 0.7% | 2026-Q2 |
| Winthrop Advisory Group LLC trimmed | 545,342 | $22M | 0.7% | 2026-Q2 |
| Thrive Wealth Management, LLC added | 509,257 | $21M | 0.7% | 2026-Q2 |
| Weil Company, Inc. added | 480,001 | $20M | 0.6% | 2026-Q2 |
| LPL Financial LLC added | 422,185 | $17M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 419,425 | $17M | 0.6% | 2026-Q2 |
| UBS Group AG added | 394,937 | $16M | 0.5% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 371,000 | $15M | 0.5% | 2026-Q2 |
| Acropolis Investment Management, LLC | 363,258 | $14M | 0.5% | 2026-Q2 |
| Conrad Siegel Investment Advisors, Inc. added | 360,909 | $15M | 0.5% | 2026-Q2 |
| DDFG, Inc added | 333,144 | $14M | 0.4% | 2026-Q2 |
| Heck Capital Advisors, LLC trimmed | 326,954 | $13M | 0.4% | 2026-Q2 |
| Obsido Oy added | 308,413 | $13M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 300,000 | $12M | 0.4% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 296,493 | $12M | 0.4% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 280,971 | $12M | 0.4% | 2026-Q2 |
| MERIDIAN MANAGEMENT CO trimmed | 266,303 | $11M | 0.4% | 2026-Q2 |
| Brio Consultants, LLC trimmed | 222,095 | $9M | 0.3% | 2026-Q2 |
| Northwest Wealth Advisors, LLC added | 212,566 | $9M | 0.3% | 2026-Q2 |
| Vise Technologies, Inc. added | 187,076 | $8M | 0.2% | 2026-Q2 |
| RHS Financial, LLC added | 173,378 | $7M | 0.2% | 2026-Q2 |
| New Insight Wealth Advisors added | 172,164 | $7M | 0.2% | 2026-Q2 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 160,285 | $7M | 0.2% | 2026-Q2 |
| Beirne Wealth Consulting Services, LLC added | 155,260 | $6M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 152,373 | $6M | 0.2% | 2026-Q2 |
| Avestar Capital, LLC added | 151,417 | $6M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 151,210 | $6M | 0.2% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 148,915 | $6M | 0.2% | 2026-Q2 |
| CABOT WEALTH MANAGEMENT INC added | 142,558 | $6M | 0.2% | 2026-Q2 |
| Citizens National Bank Trust Department added | 137,225 | $6M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 133,292 | $5M | 0.2% | 2026-Q2 |
| YHB Investment Advisors, Inc. added | 129,073 | $5M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 127,235 | $5M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 126,051 | $5M | 0.2% | 2026-Q2 |
| SigFig Wealth Management, LLC trimmed | 115,189 | $5M | 0.2% | 2026-Q2 |
| Horizon Family Wealth, Inc. added | 112,257 | $5M | 0.1% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC added | 112,003 | $5M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 106,097 | $4M | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 104,474 | $4M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 104,226 | $4M | 0.1% | 2026-Q2 |
| Ipsen Advisor Group LLC added | 103,574 | $4M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 97,314 | $4M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 97,257 | $4M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 94,844 | $4M | 0.1% | 2026-Q2 |
| Stokes Family Office, LLC trimmed | 94,579 | $4M | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 93,589 | $4M | 0.1% | 2026-Q2 |
| Alchemi Wealth, LLC added | 93,062 | $4M | 0.1% | 2026-Q2 |
| AlTi Global, Inc. trimmed | 91,480 | $4M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 78,037 | $3M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 75,362 | $3M | 0.1% | 2026-Q2 |
| Atria Investments, Inc trimmed | 69,932 | $3M | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 65,560 | $3M | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 65,560 | $3M | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC new | 65,203 | $3M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 64,221 | $3M | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC added | 61,964 | $3M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 61,167 | $3M | 0.1% | 2026-Q2 |
| Daybright Advisory Services, Inc. new | 60,670 | $3M | 0.1% | 2026-Q2 |
| Stonebridge Wealth Management, LLC trimmed | 59,716 | $2M | 0.1% | 2026-Q2 |
| Stratos Investment Management, LLC trimmed | 59,467 | $2M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 58,421 | $2M | 0.1% | 2026-Q2 |
| MAGNOLIA CAPITAL ADVISORS LLC added | 53,812 | $2M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 50,167 | $2M | 0.1% | 2026-Q2 |
| Clark Capital Management Group, Inc. new | 49,972 | $2M | 0.1% | 2026-Q2 |
| Sage Mountain Advisors LLC | 42,634 | $2M | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 40,156 | $2M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 39,582 | $2M | 0.1% | 2026-Q2 |
| LINCOLN CAPITAL CORP added | 39,344 | $2M | 0.1% | 2026-Q2 |
| MAIMON WEALTH MANAGEMENT LTD. added | 37,225 | $2M | 0.0% | 2026-Q2 |
| Gallacher Capital Management LLC trimmed | 36,026 | $1M | 0.0% | 2026-Q2 |
| SHP Wealth Management added | 35,220 | $1M | 0.0% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 32,620 | $1M | 0.0% | 2026-Q2 |
| BFI Wealth Solutions, LLC trimmed | 31,468 | $1M | 0.0% | 2026-Q2 |
| LANDMARK WEALTH MANAGEMENT, INC. | 31,371 | $1M | 0.0% | 2026-Q2 |
| Sigma Planning Corp added | 30,564 | $1M | 0.0% | 2026-Q2 |
| Wedmont Private Capital added | 30,281 | $1M | 0.0% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 29,659 | $1M | 0.0% | 2026-Q2 |
| Armbruster Capital Management, Inc. trimmed | 29,375 | $1M | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 26,520 | $1M | 0.0% | 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.