Who owns INTF (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-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
55 tracked funds added or opened INTF while 23 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 0.3pp 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 2025-Q4 and 2026-Q1, across 195 tracked filers holding INTF, 104 increased or opened the position and 73 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 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 11
- Winthrop Advisory Group LLC$22M
- JANE STREET GROUP, LLC$6M
- YHB Investment Advisors, Inc.$4M
- DIVERSIFY WEALTH MANAGEMENT, LLC$2M
- Independent Advisor Alliance$1M
- Bleakley Financial Group, LLC$1M
Full exits 6
- Tolleson Wealth Management, Inc.$118M
- Dynasty Wealth Management, LLC$6M
- Diversify Advisory Services, LLC$2M
- Edge Financial Advisors LLC$1M
- NewEdge Advisors, LLC$1M
- INDEPENDENT FINANCIAL GROUP, LLC$847K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$763M
- AMERIPRISE FINANCIAL INC$42M
- Integrated Wealth Concepts LLC$23M
- GOLDMAN SACHS GROUP INC$12M
- RAYMOND JAMES FINANCIAL INC$11M
- JONES FINANCIAL COMPANIES LLLP$9M
Largest trims
- Kestra Investment Management, LLC$14M
- Strategic Financial Services, Inc.$13M
- Sequoia Financial Advisors, LLC$10M
- CWM, LLC$6M
- ENVESTNET ASSET MANAGEMENT INC$5M
- First Command Advisory Services, Inc.$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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 20,220,438 | $788M | 27.3% | 2026-Q1 |
| Strategic Financial Services, Inc. added | 8,700,431 | $339M | 11.7% | 2026-Q1 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 6,283,167 | $245M | 8.5% | 2026-Q1 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC added | 3,339,669 | $130M | 4.5% | 2026-Q1 |
| Invesco Ltd. | 3,160,000 | $123M | 4.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 2,477,792 | $96M | 3.3% | 2026-Q1 |
| Compound Planning, Inc. trimmed | 1,936,262 | $75M | 2.6% | 2026-Q1 |
| Clearwater Capital Advisors, LLC added | 1,894,582 | $74M | 2.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,414,072 | $55M | 1.9% | 2026-Q1 |
| Kestra Investment Management, LLC trimmed | 863,114 | $34M | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 861,813 | $34M | 1.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 840,185 | $33M | 1.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 814,535 | $31M | 1.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 785,515 | $31M | 1.1% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 673,114 | $27M | 0.9% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 633,253 | $25M | 0.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 626,355 | $24M | 0.8% | 2026-Q1 |
| First Command Advisory Services, Inc. trimmed | 587,169 | $23M | 0.8% | 2026-Q1 |
| Winthrop Advisory Group LLC new | 558,670 | $22M | 0.8% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 557,724 | $22M | 0.8% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 513,322 | $20M | 0.7% | 2026-Q1 |
| CWM, LLC trimmed | 502,683 | $20M | 0.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 477,413 | $18M | 0.6% | 2026-Q1 |
| Weil Company, Inc. added | 458,477 | $18M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 383,445 | $15M | 0.5% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 366,400 | $15M | 0.5% | 2026-Q1 |
| FOSTER & MOTLEY INC trimmed | 370,528 | $14M | 0.5% | 2026-Q1 |
| Acropolis Investment Management, LLC added | 363,258 | $14M | 0.5% | 2026-Q1 |
| Conrad Siegel Investment Advisors, Inc. added | 357,924 | $14M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 344,103 | $13M | 0.5% | 2026-Q1 |
| LPL Financial LLC added | 342,607 | $13M | 0.5% | 2026-Q1 |
| Thrive Wealth Management, LLC trimmed | 342,155 | $13M | 0.5% | 2026-Q1 |
| Heck Capital Advisors, LLC trimmed | 337,194 | $13M | 0.5% | 2026-Q1 |
| DDFG, Inc added | 322,928 | $13M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 311,327 | $12M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 301,640 | $12M | 0.4% | 2026-Q1 |
| Obsido Oy added | 300,772 | $12M | 0.4% | 2026-Q1 |
| Stokes Family Office, LLC trimmed | 270,110 | $11M | 0.4% | 2026-Q1 |
| MERIDIAN MANAGEMENT CO trimmed | 266,791 | $10M | 0.4% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 236,533 | $9M | 0.3% | 2026-Q1 |
| Brio Consultants, LLC trimmed | 223,526 | $9M | 0.3% | 2026-Q1 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 201,651 | $8M | 0.3% | 2026-Q1 |
| Northwest Wealth Advisors, LLC added | 194,093 | $8M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 174,288 | $7M | 0.2% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 154,370 | $6M | 0.2% | 2026-Q1 |
| Beirne Wealth Consulting Services, LLC added | 151,772 | $6M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 148,446 | $6M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 144,921 | $6M | 0.2% | 2026-Q1 |
| Avestar Capital, LLC added | 144,476 | $6M | 0.2% | 2026-Q1 |
| New Insight Wealth Advisors added | 137,763 | $5M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 136,329 | $5M | 0.2% | 2026-Q1 |
| Citizens National Bank Trust Department added | 135,154 | $5M | 0.2% | 2026-Q1 |
| RHS Financial, LLC added | 133,000 | $5M | 0.2% | 2026-Q1 |
| Vise Technologies, Inc. | 130,105 | $5M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 129,728 | $5M | 0.2% | 2026-Q1 |
| SigFig Wealth Management, LLC added | 118,892 | $5M | 0.2% | 2026-Q1 |
| Horizon Family Wealth, Inc. trimmed | 111,307 | $4M | 0.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 111,246 | $4M | 0.2% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 109,832 | $4M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 104,564 | $4M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 102,726 | $4M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 100,587 | $4M | 0.1% | 2026-Q1 |
| Ipsen Advisor Group LLC added | 98,778 | $4M | 0.1% | 2026-Q1 |
| AlTi Global, Inc. trimmed | 94,209 | $4M | 0.1% | 2026-Q1 |
| YHB Investment Advisors, Inc. new | 90,515 | $4M | 0.1% | 2026-Q1 |
| CABOT WEALTH MANAGEMENT INC added | 90,090 | $4M | 0.1% | 2026-Q1 |
| Alchemi Wealth, LLC added | 89,902 | $4M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 86,576 | $3M | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 77,895 | $3M | 0.1% | 2026-Q1 |
| Creative Planning added | 75,555 | $3M | 0.1% | 2026-Q1 |
| Atria Investments, Inc trimmed | 70,359 | $3M | 0.1% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 61,192 | $2M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 61,511 | $2M | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC added | 61,396 | $2M | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 60,965 | $2M | 0.1% | 2026-Q1 |
| Stonebridge Wealth Management, LLC added | 60,665 | $2M | 0.1% | 2026-Q1 |
| Stratos Investment Management, LLC trimmed | 60,008 | $2M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 52,914 | $2M | 0.1% | 2026-Q1 |
| MAGNOLIA CAPITAL ADVISORS LLC trimmed | 51,460 | $2M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 50,079 | $2M | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 48,359 | $2M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 45,808 | $2M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 44,975 | $2M | 0.1% | 2026-Q1 |
| Sage Mountain Advisors LLC | 42,634 | $2M | 0.1% | 2026-Q1 |
| Gallacher Capital Management LLC added | 40,589 | $2M | 0.1% | 2026-Q1 |
| LINCOLN CAPITAL CORP trimmed | 39,337 | $2M | 0.1% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 38,406 | $1M | 0.1% | 2026-Q1 |
| Armbruster Capital Management, Inc. added | 33,600 | $1M | 0.0% | 2026-Q1 |
| BFI Wealth Solutions, LLC | 31,551 | $1M | 0.0% | 2026-Q1 |
| Wedmont Private Capital | 30,276 | $1M | 0.0% | 2026-Q1 |
| LANDMARK WEALTH MANAGEMENT, INC. | 31,371 | $1M | 0.0% | 2026-Q1 |
| Bleakley Financial Group, LLC new | 31,313 | $1M | 0.0% | 2026-Q1 |
| Tolleson Wealth Management, Inc. added | 3,114,766 | $118M | 4.1% | 2025-Q4 stale |
| Sterling Financial Group, Inc. added | 808,140 | $29M | 1.0% | 2025-Q3 stale |
| Callan Capital, LLC trimmed | 749,022 | $23M | 0.8% | 2025-Q1 stale |
| Wade Financial Advisory, Inc added | 318,745 | $10M | 0.3% | 2025-Q1 stale |
| Dynasty Wealth Management, LLC trimmed | 170,915 | $6M | 0.2% | 2025-Q4 stale |
| Diversify Advisory Services, LLC trimmed | 59,423 | $2M | 0.1% | 2025-Q4 stale |
| EWG Elevate Inc. added | 59,564 | $2M | 0.1% | 2025-Q2 stale |
| Edge Financial Advisors LLC added | 33,414 | $1M | 0.0% | 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.
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.