Who owns IOO
Which tracked institutional funds hold IOO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IOO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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 IOO is one-sided between 2026-Q1 and 2026-Q2: 113 added or opened and 28 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
IOO’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes IOO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IOO 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 366 tracked filers holding IOO, 167 increased or opened the position and 140 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 IOO 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 15
- Global Retirement Partners, LLC$5M
- Legacy CG, LLC$4M
- R2 Capital Strategies, LLC$3M
- Alexis Investment Partners, LLC$2M
- Banque Transatlantique SA$2M
- NICOLET BANKSHARES INC$2M
Full exits 18
- THOROUGHBRED FINANCIAL SERVICES, LLC$15M
- Cambridge Investment Research Advisors, Inc.$10M
- Capital Advisors, Ltd. LLC$6M
- Janney Montgomery Scott LLC$6M
- CENTAURUS FINANCIAL, INC.$5M
- FLOW TRADERS U.S. LLC$5M
Largest adds
- BlackRock, Inc.$457M
- ASSETMARK, INC$50M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$45M
- BANK OF AMERICA CORP /DE/$41M
- MORGAN STANLEY$26M
- LPL Financial LLC$23M
Largest trims
- Annex Advisory Services, LLC$138M
- Empowered Funds, LLC$24M
- Modern Wealth Management, LLC$14M
- Kingsview Wealth Management, LLC$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$5M
- AMERIPRISE FINANCIAL INC$5M
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 28,718,562 | $3.9B | 63.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,809,336 | $384M | 6.2% | 2026-Q2 |
| LPL Financial LLC added | 1,261,279 | $172M | 2.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,150,470 | $157M | 2.6% | 2026-Q2 |
| MORGAN STANLEY added | 1,135,955 | $155M | 2.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 659,212 | $90M | 1.5% | 2026-Q2 |
| STEPHENS INC /AR/ added | 604,847 | $83M | 1.3% | 2026-Q2 |
| UBS Group AG added | 438,040 | $60M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 416,132 | $57M | 0.9% | 2026-Q2 |
| ASSETMARK, INC added | 408,367 | $56M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 344,984 | $47M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 338,608 | $46M | 0.8% | 2026-Q2 |
| Amplius Wealth Advisors, LLC trimmed | 305,892 | $42M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 297,859 | $41M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 260,139 | $36M | 0.6% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 246,365 | $34M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 244,770 | $33M | 0.5% | 2026-Q2 |
| Twelve Points Wealth Management LLC added | 237,840 | $32M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 207,851 | $28M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 189,696 | $26M | 0.4% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 162,393 | $22M | 0.4% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 161,522 | $22M | 0.4% | 2026-Q2 |
| One Capital Management, LLC | 160,624 | $19M | 0.3% | 2026-Q2 |
| CITIGROUP INC trimmed | 158,522 | $22M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 148,109 | $20M | 0.3% | 2026-Q2 |
| Asset Allocation Strategies LLC added | 146,999 | $20M | 0.3% | 2026-Q2 |
| Goldstone Financial Group, LLC added | 143,237 | $20M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 141,263 | $19M | 0.3% | 2026-Q2 |
| Bluesphere Advisors LLC trimmed | 132,983 | $18M | 0.3% | 2026-Q2 |
| Retirement Management Systems Inc. added | 123,827 | $17M | 0.3% | 2026-Q2 |
| Annex Advisory Services, LLC trimmed | 115,451 | $16M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 113,209 | $15M | 0.3% | 2026-Q2 |
| Flagship Private Wealth, LLC trimmed | 108,754 | $15M | 0.2% | 2026-Q2 |
| Hudock, Inc. added | 106,044 | $14M | 0.2% | 2026-Q2 |
| Certified Advisory Corp added | 103,359 | $14M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 100,391 | $14M | 0.2% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 93,740 | $13M | 0.2% | 2026-Q2 |
| Green Ridge Wealth Planning LLC added | 93,076 | $13M | 0.2% | 2026-Q2 |
| Greykasell Wealth Strategies, Inc. added | 91,741 | $13M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 86,375 | $12M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 73,811 | $10M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 72,583 | $10M | 0.2% | 2026-Q2 |
| PERRYMAN FINANCIAL ADVISORY INC /AD trimmed | 71,515 | $10M | 0.2% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 69,290 | $9M | 0.2% | 2026-Q2 |
| OLD NATIONAL BANCORP /IN/ trimmed | 66,599 | $9M | 0.1% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 65,482 | $9M | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC trimmed | 59,564 | $8M | 0.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 58,948 | $8M | 0.1% | 2026-Q2 |
| Stonebridge Financial Group, LLC / MO added | 57,950 | $8M | 0.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 55,030 | $8M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 53,355 | $7M | 0.1% | 2026-Q2 |
| NFSG Corp trimmed | 52,921 | $7M | 0.1% | 2026-Q2 |
| 180 WEALTH ADVISORS, LLC trimmed | 49,920 | $7M | 0.1% | 2026-Q2 |
| Whelan Financial added | 48,575 | $7M | 0.1% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 46,549 | $6M | 0.1% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 45,850 | $6M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 44,555 | $6M | 0.1% | 2026-Q2 |
| Gallagher Capital Advisors, LLC added | 43,252 | $6M | 0.1% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO trimmed | 41,610 | $6M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 41,458 | $6M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 40,736 | $6M | 0.1% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 40,554 | $5M | 0.1% | 2026-Q2 |
| FAGAN ASSOCIATES, INC. trimmed | 39,372 | $5M | 0.1% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 38,193 | $5M | 0.1% | 2026-Q2 |
| BANK OF NOVA SCOTIA added | 36,835 | $5M | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 36,732 | $5M | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 36,127 | $5M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 36,048 | $5M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 35,021 | $5M | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 34,808 | $5M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 34,717 | $5M | 0.1% | 2026-Q2 |
| Christensen, King & Associates Investment Services, Inc. trimmed | 33,254 | $5M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 33,086 | $5M | 0.1% | 2026-Q2 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH trimmed | 31,630 | $4M | 0.1% | 2026-Q2 |
| FMR LLC added | 31,316 | $4M | 0.1% | 2026-Q2 |
| Connecticut Wealth Management, LLC trimmed | 31,091 | $4M | 0.1% | 2026-Q2 |
| Powell Investment Advisors, LLC added | 29,651 | $4M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 29,126 | $4M | 0.1% | 2026-Q2 |
| Capital International Investors trimmed | 28,267 | $4M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 27,646 | $4M | 0.1% | 2026-Q2 |
| Legacy CG, LLC new | 27,352 | $4M | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 27,057 | $4M | 0.1% | 2026-Q2 |
| Rathbones Group PLC added | 26,100 | $4M | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 25,783 | $4M | 0.1% | 2026-Q2 |
| Vickerman Investment Advisors, Inc. trimmed | 25,731 | $4M | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 25,214 | $3M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 25,145 | $3M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 24,895 | $3M | 0.1% | 2026-Q2 |
| Legacy Advisory Services, LLC added | 23,850 | $3M | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. added | 23,376 | $3M | 0.1% | 2026-Q2 |
| Independent Solutions Wealth Management, LLC added | 21,225 | $3M | 0.0% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 20,747 | $3M | 0.0% | 2026-Q2 |
| BigSur Wealth Management LLC added | 20,076 | $3M | 0.0% | 2026-Q2 |
| Meridian Wealth Management, LLC trimmed | 19,928 | $3M | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 19,875 | $3M | 0.0% | 2026-Q2 |
| R2 Capital Strategies, LLC new | 19,546 | $3M | 0.0% | 2026-Q2 |
| GLOBALT Investments LLC / GA trimmed | 19,224 | $3M | 0.0% | 2026-Q2 |
| Curbstone Financial Management Corp | 19,150 | $3M | 0.0% | 2026-Q2 |
| ARCADIA INVESTMENT ADVISORS LLC | 19,010 | $3M | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 18,407 | $3M | 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.