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-Q2 13F filings (latest filed 2026-08-19). 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
25 tracked funds added or opened IQDF while 9 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
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 2026-Q1 and 2026-Q2, across 99 tracked filers holding IQDF, 51 increased or opened the position and 35 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 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 3
- BIP Wealth, LLC$2M
- NewEdge Advisors, LLC$988K
- UHLMANN PRICE SECURITIES, LLC$593K
Full exits 6
- HRT FINANCIAL LP$6M
- FLOW TRADERS U.S. LLC$3M
- HighTower Advisors, LLC$3M
- CITADEL ADVISORS LLC$2M
- Red Tortoise LLC$2M
- Cambridge Investment Research Advisors, Inc.$1M
Largest adds
- NORTHERN TRUST CORP$58M
- KEYBANK NATIONAL ASSOCIATION/OH$11M
- ROYAL BANK OF CANADA$7M
- Bank of New York Mellon Corp$7M
- ENVESTNET ASSET MANAGEMENT INC$3M
- MORGAN STANLEY$2M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- JANE STREET GROUP, LLC$4M
- Gilbert Capital Group, Inc.$284K
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 | 17,054,225 | $589M | 59.0% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 3,163,900 | $109M | 10.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,470,384 | $51M | 5.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 975,743 | $34M | 3.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 881,997 | $30M | 3.0% | 2026-Q2 |
| UBS Group AG trimmed | 612,547 | $21M | 2.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 606,604 | $21M | 2.1% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 369,460 | $13M | 1.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 359,000 | $12M | 1.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 266,486 | $9M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 231,030 | $8M | 0.8% | 2026-Q2 |
| Holcombe Financial, Inc. added | 192,353 | $7M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 180,819 | $6M | 0.6% | 2026-Q2 |
| Creative Planning trimmed | 177,907 | $6M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 165,846 | $6M | 0.6% | 2026-Q2 |
| LPL Financial LLC added | 147,600 | $5M | 0.5% | 2026-Q2 |
| Wealthfront Advisers LLC added | 143,051 | $5M | 0.5% | 2026-Q2 |
| Allworth Financial LP trimmed | 135,671 | $5M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 108,341 | $4M | 0.4% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 105,226 | $4M | 0.4% | 2026-Q2 |
| FIRST FINANCIAL CORP /IN/ | 104,470 | $4M | 0.4% | 2026-Q2 |
| VestGen Investment Management trimmed | 101,135 | $3M | 0.3% | 2026-Q2 |
| UMB Bank, n.a. trimmed | 85,520 | $3M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 62,295 | $2M | 0.2% | 2026-Q2 |
| Curry Webb Wealth Management LLC trimmed | 59,242 | $2M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 57,798 | $2M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 56,944 | $2M | 0.2% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 55,496 | $2M | 0.2% | 2026-Q2 |
| BIP Wealth, LLC new | 49,613 | $2M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 48,964 | $2M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 43,203 | $1M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 42,186 | $1M | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 35,854 | $1M | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 33,043 | $1M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 31,902 | $1M | 0.1% | 2026-Q2 |
| HUB Investment Partners, LLC added | 31,545 | $1M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 28,585 | $988K | 0.1% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 28,084 | $971K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 17,632 | $607K | 0.1% | 2026-Q2 |
| UHLMANN PRICE SECURITIES, LLC new | 17,159 | $593K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 17,149 | $593K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 16,891 | $584K | 0.1% | 2026-Q2 |
| Quartz Partners, LLC added | 16,454 | $569K | 0.1% | 2026-Q2 |
| Gilbert Capital Group, Inc. trimmed | 16,134 | $558K | 0.1% | 2026-Q2 |
| Essex Bank | 16,006 | $553K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP | 15,967 | $552K | 0.1% | 2026-Q2 |
| Rothschild Wealth LLC | 15,909 | $550K | 0.1% | 2026-Q2 |
| RVW Wealth, LLC added | 15,875 | $549K | 0.1% | 2026-Q2 |
| Valued Retirements, Inc. | 14,996 | $518K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 14,340 | $496K | 0.0% | 2026-Q2 |
| Bryn Mawr Trust Advisors, LLC trimmed | 13,483 | $466K | 0.0% | 2026-Q2 |
| WealthPoint Financial, LLC trimmed | 13,279 | $459K | 0.0% | 2026-Q2 |
| NBT BANK, N.A. | 12,285 | $425K | 0.0% | 2026-Q2 |
| Empire Financial Management Company, LLC trimmed | 11,403 | $394K | 0.0% | 2026-Q2 |
| Americana Partners, LLC | 11,284 | $390K | 0.0% | 2026-Q2 |
| FMR LLC added | 11,003 | $380K | 0.0% | 2026-Q2 |
| Clark Asset Management, LLC | 10,708 | $370K | 0.0% | 2026-Q2 |
| Anson Capital, Inc. trimmed | 10,053 | $347K | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP new | 9,733 | $336K | 0.0% | 2026-Q2 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC added | 9,612 | $332K | 0.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 9,171 | $317K | 0.0% | 2026-Q2 |
| Live Oak Private Wealth LLC | 8,857 | $306K | 0.0% | 2026-Q2 |
| Charter Capital Management, LLC\DE | 8,845 | $306K | 0.0% | 2026-Q2 |
| Fortis Capital Management LLC | 7,133 | $247K | 0.0% | 2026-Q2 |
| Comprehensive Money Management Services LLC | 7,125 | $246K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 6,880 | $238K | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS | 6,750 | $233K | 0.0% | 2026-Q2 |
| Mariner, LLC new | 6,651 | $230K | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 6,469 | $224K | 0.0% | 2026-Q2 |
| CABOT WEALTH MANAGEMENT INC trimmed | 6,412 | $222K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 5,835 | $202K | 0.0% | 2026-Q2 |
| COFG Advisors, LLC trimmed | 5,824 | $201K | 0.0% | 2026-Q2 |
| Kroeger Financial Partners new | 5,808 | $201K | 0.0% | 2026-Q2 |
| Painted Porch Advisors LLC new | 5,790 | $200K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 5,229 | $181K | 0.0% | 2026-Q2 |
| Atlantic Private Wealth, LLC | 5,229 | $181K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. trimmed | 5,137 | $178K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 3,278 | $113K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 2,575 | $89K | 0.0% | 2026-Q2 |
| GGM Financial LLC | 2,386 | $82K | 0.0% | 2026-Q2 |
| Rossmore Private Capital | 2,250 | $78K | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. | 1,883 | $65K | 0.0% | 2026-Q2 |
| MONTAG A & ASSOCIATES INC | 1,750 | $60K | 0.0% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. new | 1,385 | $48K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 1,355 | $47K | 0.0% | 2026-Q2 |
| Highland Investment Advisors LLC new | 1,151 | $40K | 0.0% | 2026-Q2 |
| DecisionPoint Financial, LLC new | 1,051 | $36K | 0.0% | 2026-Q2 |
| IMA Advisory Services, Inc. new | 650 | $22K | 0.0% | 2026-Q2 |
| Harbor Asset Planning, Inc. added | 583 | $20K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC added | 537 | $19K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. new | 416 | $14K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 350 | $12K | 0.0% | 2026-Q2 |
| CALDWELL SUTTER CAPITAL, INC. | 271 | $9K | 0.0% | 2026-Q2 |
| Winch Advisory Services, LLC | 201 | $7K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. new | 200 | $7K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC new | 198 | $7K | 0.0% | 2026-Q2 |
| CVA Family Office, LLC | 165 | $6K | 0.0% | 2026-Q2 |
| Medallion Wealth Advisors, LLC added | 104 | $4K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 64 | $2K | 0.0% | 2026-Q2 |
| HRT FINANCIAL LP added | 191,072 | $6M | 0.6% | 2026-Q1 stale (1 quarter 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.