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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 28,654,297 | $3.5B | 61.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,801,588 | $339M | 6.0% | 2026-Q1 |
| Annex Advisory Services, LLC trimmed | 1,271,829 | $154M | 2.7% | 2026-Q1 |
| LPL Financial LLC added | 1,235,986 | $150M | 2.7% | 2026-Q1 |
| MORGAN STANLEY added | 1,071,163 | $130M | 2.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 959,444 | $116M | 2.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 650,699 | $79M | 1.4% | 2026-Q1 |
| STEPHENS INC /AR/ added | 528,198 | $64M | 1.1% | 2026-Q1 |
| UBS Group AG trimmed | 427,576 | $52M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 388,533 | $47M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers added | 359,958 | $44M | 0.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 320,961 | $39M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 312,031 | $38M | 0.7% | 2026-Q1 |
| Amplius Wealth Advisors, LLC trimmed | 309,853 | $37M | 0.7% | 2026-Q1 |
| Modern Wealth Management, LLC added | 300,479 | $37M | 0.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 279,630 | $34M | 0.6% | 2026-Q1 |
| Empowered Funds, LLC added | 274,000 | $33M | 0.6% | 2026-Q1 |
| MATHER GROUP, LLC. added | 252,844 | $31M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 208,080 | $25M | 0.4% | 2026-Q1 |
| Twelve Points Wealth Management LLC added | 201,180 | $24M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 183,518 | $22M | 0.4% | 2026-Q1 |
| CITIGROUP INC added | 162,295 | $20M | 0.3% | 2026-Q1 |
| One Capital Management, LLC added | 160,624 | $19M | 0.3% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 160,053 | $19M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 151,733 | $18M | 0.3% | 2026-Q1 |
| Asset Allocation Strategies LLC added | 139,941 | $17M | 0.3% | 2026-Q1 |
| Bluesphere Advisors LLC added | 133,293 | $16M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 130,616 | $15M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 116,114 | $15M | 0.3% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 120,206 | $15M | 0.3% | 2026-Q1 |
| Retirement Management Systems Inc. added | 118,412 | $14M | 0.3% | 2026-Q1 |
| Flagship Private Wealth, LLC trimmed | 112,530 | $14M | 0.2% | 2026-Q1 |
| Hudock, Inc. trimmed | 103,271 | $12M | 0.2% | 2026-Q1 |
| Certified Advisory Corp added | 101,685 | $12M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 100,048 | $12M | 0.2% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 93,889 | $11M | 0.2% | 2026-Q1 |
| Greykasell Wealth Strategies, Inc. trimmed | 91,429 | $11M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 85,172 | $10M | 0.2% | 2026-Q1 |
| Green Ridge Wealth Planning LLC added | 84,478 | $10M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 83,582 | $10M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 78,425 | $9M | 0.2% | 2026-Q1 |
| PERRYMAN FINANCIAL ADVISORY INC /AD added | 71,573 | $9M | 0.2% | 2026-Q1 |
| OLD NATIONAL BANCORP /IN/ trimmed | 70,580 | $9M | 0.2% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 69,856 | $8M | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 69,596 | $8M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 67,486 | $8M | 0.1% | 2026-Q1 |
| Goldstone Financial Group, LLC new | 67,034 | $8M | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 61,514 | $7M | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 61,358 | $7M | 0.1% | 2026-Q1 |
| Sigma Planning Corp trimmed | 60,002 | $7M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 55,783 | $7M | 0.1% | 2026-Q1 |
| Stonebridge Financial Group, LLC / MO added | 54,799 | $7M | 0.1% | 2026-Q1 |
| NFSG Corp trimmed | 54,357 | $7M | 0.1% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 54,203 | $7M | 0.1% | 2026-Q1 |
| 180 WEALTH ADVISORS, LLC added | 51,640 | $6M | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 50,590 | $6M | 0.1% | 2026-Q1 |
| Capital Advisors, Ltd. LLC added | 50,458 | $6M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 49,801 | $6M | 0.1% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 45,548 | $6M | 0.1% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 45,232 | $5M | 0.1% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 44,881 | $5M | 0.1% | 2026-Q1 |
| Whelan Financial added | 44,451 | $5M | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 44,308 | $5M | 0.1% | 2026-Q1 |
| ASSETMARK, INC added | 44,130 | $5M | 0.1% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO trimmed | 42,371 | $5M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 41,524 | $5M | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC added | 40,041 | $5M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 41,377 | $5M | 0.1% | 2026-Q1 |
| FAGAN ASSOCIATES, INC. trimmed | 39,606 | $5M | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 37,051 | $4M | 0.1% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 35,410 | $4M | 0.1% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 35,146 | $4M | 0.1% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 35,963 | $4M | 0.1% | 2026-Q1 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 34,698 | $4M | 0.1% | 2026-Q1 |
| Capital International Investors trimmed | 35,422 | $4M | 0.1% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 33,953 | $4M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 33,820 | $4M | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc added | 33,695 | $4M | 0.1% | 2026-Q1 |
| Christensen, King & Associates Investment Services, Inc. added | 33,617 | $4M | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. added | 33,463 | $4M | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 33,152 | $4M | 0.1% | 2026-Q1 |
| Gallagher Capital Advisors, LLC added | 32,535 | $4M | 0.1% | 2026-Q1 |
| Connecticut Wealth Management, LLC trimmed | 32,073 | $4M | 0.1% | 2026-Q1 |
| FMR LLC added | 29,723 | $4M | 0.1% | 2026-Q1 |
| Powell Investment Advisors, LLC added | 29,609 | $4M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 29,191 | $4M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 29,044 | $4M | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 27,528 | $3M | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC | 26,826 | $3M | 0.1% | 2026-Q1 |
| Vickerman Investment Advisors, Inc. added | 25,982 | $3M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 25,052 | $3M | 0.1% | 2026-Q1 |
| Rathbones Group PLC trimmed | 24,370 | $3M | 0.1% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 362,722 | $39M | 0.7% | 2025-Q2 stale |
| Kaye Capital Management trimmed | 177,302 | $19M | 0.3% | 2025-Q2 stale |
| Beaumont Financial Advisors, LLC trimmed | 144,213 | $14M | 0.2% | 2025-Q1 stale |
| Tower Wealth Partners, Inc. trimmed | 118,510 | $11M | 0.2% | 2025-Q1 stale |
| Alexis Investment Partners, LLC added | 75,492 | $10M | 0.2% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 26,723 | $3M | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 29,022 | $3M | 0.1% | 2025-Q2 stale |
| USAdvisors Wealth Management, LLC trimmed | 32,427 | $3M | 0.1% | 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.
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.