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Institutional Ownership · SEC Form 13F

Who owns IOO (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

351
Institutional holders
46,776,540
Shares held (tracked funds)

How the tape is positioned

38 tracked funds added or opened IOO while 76 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

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 2025-Q4 and 2026-Q1, across 351 tracked filers holding IOO, 135 increased or opened the position and 153 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 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 5

  • Goldstone Financial Group, LLC$8M
  • Envision Financial Transparency, LLC$2M
  • Independent Solutions Wealth Management, LLC$2M
  • Independent Advisor Alliance$1M
  • SHP Wealth Management$913K

Full exits 12

  • Alexis Investment Partners, LLC$10M
  • Global Retirement Partners, LLC$3M
  • GeoWealth Management, LLC$2M
  • FISCHER INVESTMENT STRATEGIES, LLC$2M
  • TRANSATLANTIQUE PRIVATE WEALTH LLC$1M
  • Main Street Financial Solutions, LLC$1M

Largest adds

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$314M
  • One Capital Management, LLC$17M
  • Kingsview Wealth Management, LLC$7M
  • Bluesphere Advisors LLC$7M
  • WELLS FARGO & COMPANY/MN$5M
  • JANE STREET GROUP, LLC$5M

Largest trims

  • BlackRock, Inc.$126M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$17M
  • Focus Partners Wealth$11M
  • MONEY CONCEPTS CAPITAL CORP$10M
  • AMERIPRISE FINANCIAL INC$10M
  • Annex Advisory Services, LLC$8M

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
BlackRock, Inc. added28,654,297$3.5B61.8%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added2,801,588$339M6.0%2026-Q1
Annex Advisory Services, LLC trimmed1,271,829$154M2.7%2026-Q1
LPL Financial LLC added1,235,986$150M2.7%2026-Q1
MORGAN STANLEY added1,071,163$130M2.3%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed959,444$116M2.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added650,699$79M1.4%2026-Q1
STEPHENS INC /AR/ added528,198$64M1.1%2026-Q1
UBS Group AG trimmed427,576$52M0.9%2026-Q1
ROYAL BANK OF CANADA trimmed388,533$47M0.8%2026-Q1
Cetera Investment Advisers added359,958$44M0.8%2026-Q1
AMERIPRISE FINANCIAL INC trimmed320,961$39M0.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added312,031$38M0.7%2026-Q1
Amplius Wealth Advisors, LLC trimmed309,853$37M0.7%2026-Q1
Modern Wealth Management, LLC added300,479$37M0.7%2026-Q1
WELLS FARGO & COMPANY/MN added279,630$34M0.6%2026-Q1
Empowered Funds, LLC added274,000$33M0.6%2026-Q1
MATHER GROUP, LLC. added252,844$31M0.5%2026-Q1
OSAIC HOLDINGS, INC. added208,080$25M0.4%2026-Q1
Twelve Points Wealth Management LLC added201,180$24M0.4%2026-Q1
MML INVESTORS SERVICES, LLC trimmed183,518$22M0.4%2026-Q1
CITIGROUP INC added162,295$20M0.3%2026-Q1
One Capital Management, LLC added160,624$19M0.3%2026-Q1
SCOTIA CAPITAL INC. added160,053$19M0.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added151,733$18M0.3%2026-Q1
Asset Allocation Strategies LLC added139,941$17M0.3%2026-Q1
Bluesphere Advisors LLC added133,293$16M0.3%2026-Q1
JONES FINANCIAL COMPANIES LLLP added130,616$15M0.3%2026-Q1
Equitable Holdings, Inc. trimmed116,114$15M0.3%2026-Q1
THOROUGHBRED FINANCIAL SERVICES, LLC added120,206$15M0.3%2026-Q1
Retirement Management Systems Inc. added118,412$14M0.3%2026-Q1
Flagship Private Wealth, LLC trimmed112,530$14M0.2%2026-Q1
Hudock, Inc. trimmed103,271$12M0.2%2026-Q1
Certified Advisory Corp added101,685$12M0.2%2026-Q1
BANK OF MONTREAL /CAN/ trimmed100,048$12M0.2%2026-Q1
Federation des caisses Desjardins du Quebec trimmed93,889$11M0.2%2026-Q1
Greykasell Wealth Strategies, Inc. trimmed91,429$11M0.2%2026-Q1
Mariner, LLC added85,172$10M0.2%2026-Q1
Green Ridge Wealth Planning LLC added84,478$10M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. added83,582$10M0.2%2026-Q1
JANE STREET GROUP, LLC added78,425$9M0.2%2026-Q1
PERRYMAN FINANCIAL ADVISORY INC /AD added71,573$9M0.2%2026-Q1
OLD NATIONAL BANCORP /IN/ trimmed70,580$9M0.2%2026-Q1
CIBC WORLD MARKET INC. trimmed69,856$8M0.2%2026-Q1
Kingsview Wealth Management, LLC added69,596$8M0.2%2026-Q1
Kestra Advisory Services, LLC trimmed67,486$8M0.1%2026-Q1
Goldstone Financial Group, LLC new67,034$8M0.1%2026-Q1
Integrated Wealth Concepts LLC added61,514$7M0.1%2026-Q1
Ameritas Advisory Services, LLC trimmed61,358$7M0.1%2026-Q1
Sigma Planning Corp trimmed60,002$7M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed55,783$7M0.1%2026-Q1
Stonebridge Financial Group, LLC / MO added54,799$7M0.1%2026-Q1
NFSG Corp trimmed54,357$7M0.1%2026-Q1
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added54,203$7M0.1%2026-Q1
180 WEALTH ADVISORS, LLC added51,640$6M0.1%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed50,590$6M0.1%2026-Q1
Capital Advisors, Ltd. LLC added50,458$6M0.1%2026-Q1
Janney Montgomery Scott LLC added49,801$6M0.1%2026-Q1
KINGSWOOD WEALTH ADVISORS, LLC trimmed45,548$6M0.1%2026-Q1
CENTAURUS FINANCIAL, INC. trimmed45,232$5M0.1%2026-Q1
SILVER OAK SECURITIES, INCORPORATED trimmed44,881$5M0.1%2026-Q1
Whelan Financial added44,451$5M0.1%2026-Q1
FLOW TRADERS U.S. LLC trimmed44,308$5M0.1%2026-Q1
ASSETMARK, INC added44,130$5M0.1%2026-Q1
BROWN BROTHERS HARRIMAN & CO trimmed42,371$5M0.1%2026-Q1
Private Advisor Group, LLC trimmed41,524$5M0.1%2026-Q1
GTS SECURITIES LLC added40,041$5M0.1%2026-Q1
JPMORGAN CHASE & CO added41,377$5M0.1%2026-Q1
FAGAN ASSOCIATES, INC. trimmed39,606$5M0.1%2026-Q1
Perigon Wealth Management, LLC added37,051$4M0.1%2026-Q1
BANK OF NOVA SCOTIA added35,410$4M0.1%2026-Q1
Bleakley Financial Group, LLC added35,146$4M0.1%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed35,963$4M0.1%2026-Q1
BOYD WATTERSON ASSET MANAGEMENT LLC/OH34,698$4M0.1%2026-Q1
Capital International Investors trimmed35,422$4M0.1%2026-Q1
Gladstone Institutional Advisory LLC added33,953$4M0.1%2026-Q1
Rockefeller Capital Management L.P. added33,820$4M0.1%2026-Q1
Prospera Financial Services Inc added33,695$4M0.1%2026-Q1
Christensen, King & Associates Investment Services, Inc. added33,617$4M0.1%2026-Q1
Baird Financial Group, Inc. added33,463$4M0.1%2026-Q1
BLAIR WILLIAM & CO/IL added33,152$4M0.1%2026-Q1
Gallagher Capital Advisors, LLC added32,535$4M0.1%2026-Q1
Connecticut Wealth Management, LLC trimmed32,073$4M0.1%2026-Q1
FMR LLC added29,723$4M0.1%2026-Q1
Powell Investment Advisors, LLC added29,609$4M0.1%2026-Q1
CITADEL ADVISORS LLC trimmed29,191$4M0.1%2026-Q1
STIFEL FINANCIAL CORP added29,044$4M0.1%2026-Q1
GOLDMAN SACHS GROUP INC added27,528$3M0.1%2026-Q1
IEQ CAPITAL, LLC26,826$3M0.1%2026-Q1
Vickerman Investment Advisors, Inc. added25,982$3M0.1%2026-Q1
HARBOUR INVESTMENTS, INC. added25,052$3M0.1%2026-Q1
Rathbones Group PLC trimmed24,370$3M0.1%2026-Q1
AVANTAX ADVISORY SERVICES, INC. trimmed362,722$39M0.7%2025-Q2 stale
Kaye Capital Management trimmed177,302$19M0.3%2025-Q2 stale
Beaumont Financial Advisors, LLC trimmed144,213$14M0.2%2025-Q1 stale
Tower Wealth Partners, Inc. trimmed118,510$11M0.2%2025-Q1 stale
Alexis Investment Partners, LLC added75,492$10M0.2%2025-Q4 stale
Global Retirement Partners, LLC added26,723$3M0.1%2025-Q4 stale
Atria Wealth Solutions, Inc. added29,022$3M0.1%2025-Q2 stale
USAdvisors Wealth Management, LLC trimmed32,427$3M0.1%2025-Q1 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