Who owns INTL
Which tracked institutional funds hold INTL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See INTL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
The tracked-fund tape on INTL is one-sided between 2026-Q1 and 2026-Q2: 9 added or opened and 3 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
INTL’s largest tracked holder by dollar value, Main Management LLC, sizes it at 8.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in INTL 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 25 tracked filers holding INTL, 20 increased or opened the position and 11 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 INTL 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.
Full exits 3
- Main Management LLC$113M
- CWM, LLC$13M
- CITADEL ADVISORS LLC$696K
Largest adds
- LPL Financial LLC$3M
- OSAIC HOLDINGS, INC.$1M
- Orion Porfolio Solutions, LLC$907K
- AMG Asset Management Group, Inc.$596K
- ENVESTNET ASSET MANAGEMENT INC$550K
- Encompass More Asset Management$525K
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 |
|---|---|---|---|---|
| Orion Porfolio Solutions, LLC trimmed | 1,206,404 | $37M | 17.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 375,503 | $11M | 5.5% | 2026-Q2 |
| LPL Financial LLC added | 248,477 | $8M | 3.6% | 2026-Q2 |
| Encompass More Asset Management added | 190,647 | $6M | 2.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 182,846 | $6M | 2.7% | 2026-Q2 |
| AMG Asset Management Group, Inc. added | 177,243 | $5M | 2.6% | 2026-Q2 |
| Echo45 Advisors LLC added | 85,098 | $3M | 1.2% | 2026-Q2 |
| GWN SECURITIES INC. added | 63,921 | $2M | 0.9% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 34,822 | $1M | 0.5% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 24,259 | $742K | 0.4% | 2026-Q2 |
| Mutual Advisors, LLC added | 17,610 | $539K | 0.3% | 2026-Q2 |
| Ethos Financial Group, LLC new | 15,522 | $456K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 14,181 | $434K | 0.2% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC new | 12,551 | $384K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 8,853 | $271K | 0.1% | 2026-Q2 |
| GW HENSSLER & ASSOCIATES LTD new | 8,750 | $268K | 0.1% | 2026-Q2 |
| Silver Grove Financial Group, Inc. new | 2,166 | $66K | 0.0% | 2026-Q2 |
| NATIXIS new | 1,200 | $38K | 0.0% | 2026-Q2 |
| Synergy Investment Management, LLC trimmed | 932 | $29K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc new | 796 | $24K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 439 | $13K | 0.0% | 2026-Q2 |
| KERR FINANCIAL PLANNING Corp new | 100 | $3K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 7 | $214 | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 3 | $95 | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $33 | 0.0% | 2026-Q2 |
| Main Management LLC added | 3,988,792 | $113M | 53.9% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 456,906 | $13M | 6.2% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 24,526 | $696K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Gibbs Wealth Management new | 7,331 | $208K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA new | 658 | $19K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 102 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC new | 100 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC trimmed | 9 | $255 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BANK OF AMERICA CORP /DE/ new | 22,877 | $638K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Cambridge Investment Research Advisors, Inc. new | 8,049 | $225K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 3,004 | $84K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| First Horizon Advisors, Inc. | 1,125 | $29K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.