Who owns IQDF
Which tracked institutional funds hold IQDF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IQDF company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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 IQDF is one-sided between 2025-Q4 and 2026-Q1: 28 added or opened and 5 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
IQDF’s largest tracked holder by dollar value, NORTHERN TRUST CORP, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IQDF 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 91 tracked filers holding IQDF, 45 increased or opened the position and 31 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 IQDF 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
- Kingsview Wealth Management, LLC$8M
- VestGen Advisors, LLC$4M
- CITADEL ADVISORS LLC$2M
- Gilbert Capital Group, Inc.$842K
- FIFTH THIRD BANCORP$506K
Full exits 3
- NewEdge Advisors, LLC$610K
- Regal Investment Advisors LLC$566K
- COMERICA BANK$505K
Largest adds
- NORTHERN TRUST CORP$38M
- KEYBANK NATIONAL ASSOCIATION/OH$11M
- OSAIC HOLDINGS, INC.$6M
- HRT FINANCIAL LP$6M
- JANE STREET GROUP, LLC$5M
- Bank of New York Mellon Corp$4M
Largest trims
- ROYAL BANK OF CANADA$13M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1M
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 |
|---|---|---|---|---|
| NORTHERN TRUST CORP added | 16,770,876 | $531M | 57.9% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 3,092,929 | $98M | 10.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,388,653 | $44M | 4.8% | 2026-Q1 |
| MORGAN STANLEY added | 884,286 | $28M | 3.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 859,058 | $27M | 3.0% | 2026-Q1 |
| UBS Group AG added | 625,552 | $20M | 2.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 578,995 | $18M | 2.0% | 2026-Q1 |
| Wealthspire Advisors, LLC trimmed | 367,079 | $12M | 1.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 344,323 | $11M | 1.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 244,397 | $8M | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 207,517 | $7M | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 192,267 | $6M | 0.7% | 2026-Q1 |
| HRT FINANCIAL LP added | 191,072 | $6M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 188,830 | $6M | 0.7% | 2026-Q1 |
| Holcombe Financial, Inc. added | 184,289 | $6M | 0.6% | 2026-Q1 |
| Creative Planning trimmed | 178,558 | $6M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 168,672 | $5M | 0.6% | 2026-Q1 |
| LPL Financial LLC added | 138,909 | $4M | 0.5% | 2026-Q1 |
| Allworth Financial LP added | 137,355 | $4M | 0.5% | 2026-Q1 |
| Wealthfront Advisers LLC added | 137,173 | $4M | 0.5% | 2026-Q1 |
| VestGen Advisors, LLC new | 108,199 | $4M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 111,998 | $4M | 0.4% | 2026-Q1 |
| VestGen Investment Management added | 108,847 | $3M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 106,000 | $3M | 0.4% | 2026-Q1 |
| FIRST FINANCIAL CORP /IN/ | 104,470 | $3M | 0.4% | 2026-Q1 |
| UMB Bank, n.a. trimmed | 95,072 | $3M | 0.3% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 94,878 | $3M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 94,844 | $3M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 61,766 | $2M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 58,068 | $2M | 0.2% | 2026-Q1 |
| MATHER GROUP, LLC. trimmed | 56,657 | $2M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 56,615 | $2M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 48,949 | $2M | 0.2% | 2026-Q1 |
| Red Tortoise LLC added | 48,919 | $2M | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 35,807 | $1M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 34,377 | $1M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 34,606 | $1M | 0.1% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 32,996 | $1M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 32,761 | $1M | 0.1% | 2026-Q1 |
| HUB Investment Partners, LLC trimmed | 27,620 | $875K | 0.1% | 2026-Q1 |
| Gilbert Capital Group, Inc. new | 26,578 | $842K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 18,734 | $593K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 18,081 | $573K | 0.1% | 2026-Q1 |
| WealthPlan Investment Management, LLC added | 17,177 | $544K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 17,499 | $539K | 0.1% | 2026-Q1 |
| Bryn Mawr Trust Advisors, LLC | 16,618 | $526K | 0.1% | 2026-Q1 |
| Essex Bank | 16,006 | $507K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 15,967 | $506K | 0.1% | 2026-Q1 |
| Rothschild Wealth LLC | 15,909 | $504K | 0.1% | 2026-Q1 |
| RVW Wealth, LLC | 15,318 | $485K | 0.1% | 2026-Q1 |
| Quartz Partners, LLC | 15,264 | $483K | 0.1% | 2026-Q1 |
| Valued Retirements, Inc. | 14,996 | $475K | 0.1% | 2026-Q1 |
| APS Management Group, Inc. trimmed | 14,657 | $464K | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 13,630 | $432K | 0.0% | 2026-Q1 |
| WealthPoint Financial, LLC | 13,430 | $408K | 0.0% | 2026-Q1 |
| NBT BANK N A /NY | 12,285 | $389K | 0.0% | 2026-Q1 |
| Empire Financial Management Company, LLC trimmed | 11,718 | $371K | 0.0% | 2026-Q1 |
| Americana Partners, LLC | 11,284 | $357K | 0.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 10,848 | $344K | 0.0% | 2026-Q1 |
| Clark Asset Management, LLC | 10,708 | $339K | 0.0% | 2026-Q1 |
| Anson Capital, Inc. | 10,673 | $338K | 0.0% | 2026-Q1 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC added | 9,525 | $302K | 0.0% | 2026-Q1 |
| Live Oak Private Wealth LLC | 8,857 | $281K | 0.0% | 2026-Q1 |
| Charter Capital Management, LLC\DE trimmed | 8,845 | $280K | 0.0% | 2026-Q1 |
| Crewe Advisors LLC trimmed | 8,707 | $276K | 0.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 7,989 | $253K | 0.0% | 2026-Q1 |
| CABOT WEALTH MANAGEMENT INC added | 7,143 | $226K | 0.0% | 2026-Q1 |
| Fortis Capital Management LLC | 7,133 | $226K | 0.0% | 2026-Q1 |
| Comprehensive Money Management Services LLC | 7,125 | $226K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 6,839 | $217K | 0.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS new | 6,750 | $214K | 0.0% | 2026-Q1 |
| COFG Advisors, LLC new | 6,403 | $203K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. trimmed | 5,928 | $188K | 0.0% | 2026-Q1 |
| FMR LLC added | 5,824 | $184K | 0.0% | 2026-Q1 |
| Atlantic Private Wealth, LLC | 5,229 | $166K | 0.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | 5,229 | $166K | 0.0% | 2026-Q1 |
| MAI Capital Management added | 2,580 | $82K | 0.0% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 2,575 | $82K | 0.0% | 2026-Q1 |
| GGM Financial LLC | 2,386 | $76K | 0.0% | 2026-Q1 |
| Rossmore Private Capital | 2,250 | $71K | 0.0% | 2026-Q1 |
| SJS Investment Consulting Inc. | 1,883 | $60K | 0.0% | 2026-Q1 |
| Fortress Wealth Management, Inc. added | 37,456 | $1M | 0.1% | 2025-Q3 stale |
| Rockefeller Capital Management L.P. added | 36,739 | $1M | 0.1% | 2025-Q3 stale |
| MSH Capital Advisors LLC | 30,772 | $834K | 0.1% | 2025-Q2 stale |
| Smartleaf Asset Management LLC new | 28,431 | $809K | 0.1% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC added | 24,612 | $667K | 0.1% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 20,075 | $610K | 0.1% | 2025-Q4 stale |
| Regal Investment Advisors LLC added | 18,627 | $566K | 0.1% | 2025-Q4 stale |
| SIMON QUICK ADVISORS, LLC trimmed | 19,461 | $555K | 0.1% | 2025-Q3 stale |
| COMERICA BANK trimmed | 16,621 | $505K | 0.1% | 2025-Q4 stale |
| STIFEL FINANCIAL CORP added | 18,419 | $499K | 0.1% | 2025-Q2 stale |
| Siligmueller & Norvid Wealth Advisors LLC | 14,553 | $397K | 0.0% | 2025-Q2 stale |
| D.A. DAVIDSON & CO. | 12,325 | $307K | 0.0% | 2025-Q1 stale |
| Brookstone Capital Management trimmed | 10,329 | $280K | 0.0% | 2025-Q2 stale |
| TOWNSQUARE CAPITAL LLC | 8,854 | $221K | 0.0% | 2025-Q1 stale |
| EP Wealth Advisors, LLC trimmed | 8,008 | $217K | 0.0% | 2025-Q2 stale |
| MERITAGE PORTFOLIO MANAGEMENT new | 6,750 | $205K | 0.0% | 2025-Q4 stale |
| PFG Advisors new | 6,667 | $203K | 0.0% | 2025-Q4 stale |
| SVB WEALTH LLC new | 6,000 | $150K | 0.0% | 2025-Q1 stale |
| BESSEMER GROUP INC | 4,775 | $136K | 0.0% | 2025-Q3 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.