Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

195
Institutional holders
70,119,323
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added20,220,438$788M27.3%2026-Q1
Strategic Financial Services, Inc. added8,700,431$339M11.7%2026-Q1
VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed6,283,167$245M8.5%2026-Q1
HALBERT HARGROVE GLOBAL ADVISORS, LLC added3,339,669$130M4.5%2026-Q1
Invesco Ltd.3,160,000$123M4.3%2026-Q1
AMERIPRISE FINANCIAL INC added2,477,792$96M3.3%2026-Q1
Compound Planning, Inc. trimmed1,936,262$75M2.6%2026-Q1
Clearwater Capital Advisors, LLC added1,894,582$74M2.6%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,414,072$55M1.9%2026-Q1
Kestra Investment Management, LLC trimmed863,114$34M1.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed861,813$34M1.2%2026-Q1
Corient Private Wealth LLC trimmed840,185$33M1.1%2026-Q1
JPMORGAN CHASE & CO added814,535$31M1.1%2026-Q1
WELLS FARGO & COMPANY/MN added785,515$31M1.1%2026-Q1
Modern Wealth Management, LLC trimmed673,114$27M0.9%2026-Q1
Integrated Wealth Concepts LLC added633,253$25M0.9%2026-Q1
MORGAN STANLEY trimmed626,355$24M0.8%2026-Q1
First Command Advisory Services, Inc. trimmed587,169$23M0.8%2026-Q1
Winthrop Advisory Group LLC new558,670$22M0.8%2026-Q1
AlphaCore Capital LLC trimmed557,724$22M0.8%2026-Q1
Sequoia Financial Advisors, LLC trimmed513,322$20M0.7%2026-Q1
CWM, LLC trimmed502,683$20M0.7%2026-Q1
JONES FINANCIAL COMPANIES LLLP added477,413$18M0.6%2026-Q1
Weil Company, Inc. added458,477$18M0.6%2026-Q1
UBS Group AG trimmed383,445$15M0.5%2026-Q1
Farther Finance Advisors, LLC added366,400$15M0.5%2026-Q1
FOSTER & MOTLEY INC trimmed370,528$14M0.5%2026-Q1
Acropolis Investment Management, LLC added363,258$14M0.5%2026-Q1
Conrad Siegel Investment Advisors, Inc. added357,924$14M0.5%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed344,103$13M0.5%2026-Q1
LPL Financial LLC added342,607$13M0.5%2026-Q1
Thrive Wealth Management, LLC trimmed342,155$13M0.5%2026-Q1
Heck Capital Advisors, LLC trimmed337,194$13M0.5%2026-Q1
DDFG, Inc added322,928$13M0.4%2026-Q1
GOLDMAN SACHS GROUP INC added311,327$12M0.4%2026-Q1
HighTower Advisors, LLC added301,640$12M0.4%2026-Q1
Obsido Oy added300,772$12M0.4%2026-Q1
Stokes Family Office, LLC trimmed270,110$11M0.4%2026-Q1
MERIDIAN MANAGEMENT CO trimmed266,791$10M0.4%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC trimmed236,533$9M0.3%2026-Q1
Brio Consultants, LLC trimmed223,526$9M0.3%2026-Q1
PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed201,651$8M0.3%2026-Q1
Northwest Wealth Advisors, LLC added194,093$8M0.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added174,288$7M0.2%2026-Q1
SAGESPRING WEALTH PARTNERS, LLC trimmed154,370$6M0.2%2026-Q1
Beirne Wealth Consulting Services, LLC added151,772$6M0.2%2026-Q1
JANE STREET GROUP, LLC trimmed148,446$6M0.2%2026-Q1
OSAIC HOLDINGS, INC. added144,921$6M0.2%2026-Q1
Avestar Capital, LLC added144,476$6M0.2%2026-Q1
New Insight Wealth Advisors added137,763$5M0.2%2026-Q1
Janney Montgomery Scott LLC added136,329$5M0.2%2026-Q1
Citizens National Bank Trust Department added135,154$5M0.2%2026-Q1
RHS Financial, LLC added133,000$5M0.2%2026-Q1
Vise Technologies, Inc.130,105$5M0.2%2026-Q1
Equitable Holdings, Inc. added129,728$5M0.2%2026-Q1
SigFig Wealth Management, LLC added118,892$5M0.2%2026-Q1
Horizon Family Wealth, Inc. trimmed111,307$4M0.2%2026-Q1
Focus Partners Wealth trimmed111,246$4M0.2%2026-Q1
EVOLVE PRIVATE WEALTH, LLC trimmed109,832$4M0.1%2026-Q1
Mariner, LLC added104,564$4M0.1%2026-Q1
Cerity Partners LLC added102,726$4M0.1%2026-Q1
Kestra Advisory Services, LLC added100,587$4M0.1%2026-Q1
Ipsen Advisor Group LLC added98,778$4M0.1%2026-Q1
AlTi Global, Inc. trimmed94,209$4M0.1%2026-Q1
YHB Investment Advisors, Inc. new90,515$4M0.1%2026-Q1
CABOT WEALTH MANAGEMENT INC added90,090$4M0.1%2026-Q1
Alchemi Wealth, LLC added89,902$4M0.1%2026-Q1
Quantinno Capital Management LP added86,576$3M0.1%2026-Q1
Kingsview Wealth Management, LLC added77,895$3M0.1%2026-Q1
Creative Planning added75,555$3M0.1%2026-Q1
Atria Investments, Inc trimmed70,359$3M0.1%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC new61,192$2M0.1%2026-Q1
Rockefeller Capital Management L.P. trimmed61,511$2M0.1%2026-Q1
Western Wealth Management, LLC added61,396$2M0.1%2026-Q1
IFP Advisors, Inc added60,965$2M0.1%2026-Q1
Stonebridge Wealth Management, LLC added60,665$2M0.1%2026-Q1
Stratos Investment Management, LLC trimmed60,008$2M0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC added52,914$2M0.1%2026-Q1
MAGNOLIA CAPITAL ADVISORS LLC trimmed51,460$2M0.1%2026-Q1
Cetera Investment Advisers added50,079$2M0.1%2026-Q1
PRINCIPAL SECURITIES, INC. added48,359$2M0.1%2026-Q1
NATIXIS ADVISORS, LLC added45,808$2M0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added44,975$2M0.1%2026-Q1
Sage Mountain Advisors LLC42,634$2M0.1%2026-Q1
Gallacher Capital Management LLC added40,589$2M0.1%2026-Q1
LINCOLN CAPITAL CORP trimmed39,337$2M0.1%2026-Q1
Independent Advisor Alliance trimmed38,406$1M0.1%2026-Q1
Armbruster Capital Management, Inc. added33,600$1M0.0%2026-Q1
BFI Wealth Solutions, LLC31,551$1M0.0%2026-Q1
Wedmont Private Capital30,276$1M0.0%2026-Q1
LANDMARK WEALTH MANAGEMENT, INC.31,371$1M0.0%2026-Q1
Bleakley Financial Group, LLC new31,313$1M0.0%2026-Q1
Tolleson Wealth Management, Inc. added3,114,766$118M4.1%2025-Q4 stale
Sterling Financial Group, Inc. added808,140$29M1.0%2025-Q3 stale
Callan Capital, LLC trimmed749,022$23M0.8%2025-Q1 stale
Wade Financial Advisory, Inc added318,745$10M0.3%2025-Q1 stale
Dynasty Wealth Management, LLC trimmed170,915$6M0.2%2025-Q4 stale
Diversify Advisory Services, LLC trimmed59,423$2M0.1%2025-Q4 stale
EWG Elevate Inc. added59,564$2M0.1%2025-Q2 stale
Edge Financial Advisors LLC added33,414$1M0.0%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