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Institutional Ownership · SEC Form 13F

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.

191
Institutional holders
76M
Shares held (tracked funds)

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.

FundSharesReported value% of valueQuarter
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added21,882,011$896M28.9%2026-Q2
Strategic Financial Services, Inc. trimmed8,625,214$353M11.4%2026-Q2
VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed6,136,594$251M8.1%2026-Q2
Invesco Ltd. added4,688,330$192M6.2%2026-Q2
HALBERT HARGROVE GLOBAL ADVISORS, LLC added3,417,256$140M4.5%2026-Q2
Tolleson Wealth Management, Inc. trimmed3,078,519$126M4.1%2026-Q2
AMERIPRISE FINANCIAL INC trimmed2,355,846$96M3.1%2026-Q2
Compound Planning, Inc. added2,013,674$82M2.7%2026-Q2
Clearwater Capital Advisors, LLC added1,894,651$78M2.5%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed1,324,191$54M1.8%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added1,061,578$43M1.4%2026-Q2
WELLS FARGO & COMPANY/MN added843,379$35M1.1%2026-Q2
JPMORGAN CHASE & CO trimmed773,011$32M1.0%2026-Q2
Kestra Investment Management, LLC trimmed768,961$31M1.0%2026-Q2
ELEVATION POINT WEALTH PARTNERS, LLC added741,199$30M1.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP added714,191$29M0.9%2026-Q2
MORGAN STANLEY added658,583$27M0.9%2026-Q2
Integrated Wealth Concepts LLC added654,453$27M0.9%2026-Q2
Shah Wealth Advisors, LLC new654,401$27M0.9%2026-Q2
Modern Wealth Management, LLC trimmed630,132$26M0.8%2026-Q2
First Command Advisory Services, Inc. added598,639$25M0.8%2026-Q2
AlphaCore Capital LLC trimmed546,768$22M0.7%2026-Q2
Winthrop Advisory Group LLC trimmed545,342$22M0.7%2026-Q2
Thrive Wealth Management, LLC added509,257$21M0.7%2026-Q2
Weil Company, Inc. added480,001$20M0.6%2026-Q2
LPL Financial LLC added422,185$17M0.6%2026-Q2
BANK OF AMERICA CORP /DE/ added419,425$17M0.6%2026-Q2
UBS Group AG added394,937$16M0.5%2026-Q2
Sequoia Financial Advisors, LLC trimmed371,000$15M0.5%2026-Q2
Acropolis Investment Management, LLC363,258$14M0.5%2026-Q2
Conrad Siegel Investment Advisors, Inc. added360,909$15M0.5%2026-Q2
DDFG, Inc added333,144$14M0.4%2026-Q2
Heck Capital Advisors, LLC trimmed326,954$13M0.4%2026-Q2
Obsido Oy added308,413$13M0.4%2026-Q2
JANE STREET GROUP, LLC added300,000$12M0.4%2026-Q2
Farther Finance Advisors, LLC trimmed296,493$12M0.4%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC added280,971$12M0.4%2026-Q2
MERIDIAN MANAGEMENT CO trimmed266,303$11M0.4%2026-Q2
Brio Consultants, LLC trimmed222,095$9M0.3%2026-Q2
Northwest Wealth Advisors, LLC added212,566$9M0.3%2026-Q2
Vise Technologies, Inc. added187,076$8M0.2%2026-Q2
RHS Financial, LLC added173,378$7M0.2%2026-Q2
New Insight Wealth Advisors added172,164$7M0.2%2026-Q2
PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed160,285$7M0.2%2026-Q2
Beirne Wealth Consulting Services, LLC added155,260$6M0.2%2026-Q2
OSAIC HOLDINGS, INC. added152,373$6M0.2%2026-Q2
Avestar Capital, LLC added151,417$6M0.2%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed151,210$6M0.2%2026-Q2
SAGESPRING WEALTH PARTNERS, LLC trimmed148,915$6M0.2%2026-Q2
CABOT WEALTH MANAGEMENT INC added142,558$6M0.2%2026-Q2
Citizens National Bank Trust Department added137,225$6M0.2%2026-Q2
Kestra Advisory Services, LLC added133,292$5M0.2%2026-Q2
YHB Investment Advisors, Inc. added129,073$5M0.2%2026-Q2
Equitable Holdings, Inc. trimmed127,235$5M0.2%2026-Q2
GOLDMAN SACHS GROUP INC trimmed126,051$5M0.2%2026-Q2
SigFig Wealth Management, LLC trimmed115,189$5M0.2%2026-Q2
Horizon Family Wealth, Inc. added112,257$5M0.1%2026-Q2
EVOLVE PRIVATE WEALTH, LLC added112,003$5M0.1%2026-Q2
Quantinno Capital Management LP added106,097$4M0.1%2026-Q2
Focus Partners Wealth trimmed104,474$4M0.1%2026-Q2
Cerity Partners LLC added104,226$4M0.1%2026-Q2
Ipsen Advisor Group LLC added103,574$4M0.1%2026-Q2
CITIGROUP INC added97,314$4M0.1%2026-Q2
Mariner, LLC trimmed97,257$4M0.1%2026-Q2
Cetera Investment Advisers added94,844$4M0.1%2026-Q2
Stokes Family Office, LLC trimmed94,579$4M0.1%2026-Q2
PRINCIPAL SECURITIES, INC. added93,589$4M0.1%2026-Q2
Alchemi Wealth, LLC added93,062$4M0.1%2026-Q2
AlTi Global, Inc. trimmed91,480$4M0.1%2026-Q2
Kingsview Wealth Management, LLC added78,037$3M0.1%2026-Q2
Creative Planning trimmed75,362$3M0.1%2026-Q2
Atria Investments, Inc trimmed69,932$3M0.1%2026-Q2
Diversify Advisory Services, LLC added65,560$3M0.1%2026-Q2
DIVERSIFY WEALTH MANAGEMENT, LLC added65,560$3M0.1%2026-Q2
OLD MISSION CAPITAL LLC new65,203$3M0.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC added64,221$3M0.1%2026-Q2
Western Wealth Management, LLC added61,964$3M0.1%2026-Q2
Rockefeller Capital Management L.P. trimmed61,167$3M0.1%2026-Q2
Daybright Advisory Services, Inc. new60,670$3M0.1%2026-Q2
Stonebridge Wealth Management, LLC trimmed59,716$2M0.1%2026-Q2
Stratos Investment Management, LLC trimmed59,467$2M0.1%2026-Q2
IFP Advisors, Inc trimmed58,421$2M0.1%2026-Q2
MAGNOLIA CAPITAL ADVISORS LLC added53,812$2M0.1%2026-Q2
Arax Advisory Partners added50,167$2M0.1%2026-Q2
Clark Capital Management Group, Inc. new49,972$2M0.1%2026-Q2
Sage Mountain Advisors LLC42,634$2M0.1%2026-Q2
Savant Capital, LLC added40,156$2M0.1%2026-Q2
Private Advisor Group, LLC added39,582$2M0.1%2026-Q2
LINCOLN CAPITAL CORP added39,344$2M0.1%2026-Q2
MAIMON WEALTH MANAGEMENT LTD. added37,225$2M0.0%2026-Q2
Gallacher Capital Management LLC trimmed36,026$1M0.0%2026-Q2
SHP Wealth Management added35,220$1M0.0%2026-Q2
Bleakley Financial Group, LLC added32,620$1M0.0%2026-Q2
BFI Wealth Solutions, LLC trimmed31,468$1M0.0%2026-Q2
LANDMARK WEALTH MANAGEMENT, INC.31,371$1M0.0%2026-Q2
Sigma Planning Corp added30,564$1M0.0%2026-Q2
Wedmont Private Capital added30,281$1M0.0%2026-Q2
CIBC WORLD MARKET INC. added29,659$1M0.0%2026-Q2
Armbruster Capital Management, Inc. trimmed29,375$1M0.0%2026-Q2
NewEdge Advisors, LLC trimmed26,520$1M0.0%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.

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