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Institutional Ownership · SEC Form 13F

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.

99
Institutional holders
29M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
NORTHERN TRUST CORP added17,054,225$589M59.0%2026-Q2
KEYBANK NATIONAL ASSOCIATION/OH added3,163,900$109M10.9%2026-Q2
ROYAL BANK OF CANADA added1,470,384$51M5.1%2026-Q2
Bank of New York Mellon Corp added975,743$34M3.4%2026-Q2
MORGAN STANLEY trimmed881,997$30M3.0%2026-Q2
UBS Group AG trimmed612,547$21M2.1%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added606,604$21M2.1%2026-Q2
Wealthspire Advisors, LLC added369,460$13M1.3%2026-Q2
WELLS FARGO & COMPANY/MN added359,000$12M1.2%2026-Q2
Kingsview Wealth Management, LLC added266,486$9M0.9%2026-Q2
OSAIC HOLDINGS, INC. added231,030$8M0.8%2026-Q2
Holcombe Financial, Inc. added192,353$7M0.7%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed180,819$6M0.6%2026-Q2
Creative Planning trimmed177,907$6M0.6%2026-Q2
MML INVESTORS SERVICES, LLC added165,846$6M0.6%2026-Q2
LPL Financial LLC added147,600$5M0.5%2026-Q2
Wealthfront Advisers LLC added143,051$5M0.5%2026-Q2
Allworth Financial LP trimmed135,671$5M0.5%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed108,341$4M0.4%2026-Q2
VestGen Advisors, LLC trimmed105,226$4M0.4%2026-Q2
FIRST FINANCIAL CORP /IN/104,470$4M0.4%2026-Q2
VestGen Investment Management trimmed101,135$3M0.3%2026-Q2
UMB Bank, n.a. trimmed85,520$3M0.3%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added62,295$2M0.2%2026-Q2
Curry Webb Wealth Management LLC trimmed59,242$2M0.2%2026-Q2
JONES FINANCIAL COMPANIES LLLP added57,798$2M0.2%2026-Q2
Baird Financial Group, Inc. added56,944$2M0.2%2026-Q2
MATHER GROUP, LLC. trimmed55,496$2M0.2%2026-Q2
BIP Wealth, LLC new49,613$2M0.2%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed48,964$2M0.2%2026-Q2
Farther Finance Advisors, LLC added43,203$1M0.1%2026-Q2
JANE STREET GROUP, LLC trimmed42,186$1M0.1%2026-Q2
Atria Investments, Inc added35,854$1M0.1%2026-Q2
First Heartland Consultants, Inc. added33,043$1M0.1%2026-Q2
Kestra Advisory Services, LLC trimmed31,902$1M0.1%2026-Q2
HUB Investment Partners, LLC added31,545$1M0.1%2026-Q2
NewEdge Advisors, LLC added28,585$988K0.1%2026-Q2
WealthPlan Investment Management, LLC added28,084$971K0.1%2026-Q2
JPMORGAN CHASE & CO added17,632$607K0.1%2026-Q2
UHLMANN PRICE SECURITIES, LLC new17,159$593K0.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed17,149$593K0.1%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV trimmed16,891$584K0.1%2026-Q2
Quartz Partners, LLC added16,454$569K0.1%2026-Q2
Gilbert Capital Group, Inc. trimmed16,134$558K0.1%2026-Q2
Essex Bank16,006$553K0.1%2026-Q2
FIFTH THIRD BANCORP15,967$552K0.1%2026-Q2
Rothschild Wealth LLC15,909$550K0.1%2026-Q2
RVW Wealth, LLC added15,875$549K0.1%2026-Q2
Valued Retirements, Inc.14,996$518K0.1%2026-Q2
Cetera Investment Advisers added14,340$496K0.0%2026-Q2
Bryn Mawr Trust Advisors, LLC trimmed13,483$466K0.0%2026-Q2
WealthPoint Financial, LLC trimmed13,279$459K0.0%2026-Q2
NBT BANK, N.A.12,285$425K0.0%2026-Q2
Empire Financial Management Company, LLC trimmed11,403$394K0.0%2026-Q2
Americana Partners, LLC11,284$390K0.0%2026-Q2
FMR LLC added11,003$380K0.0%2026-Q2
Clark Asset Management, LLC10,708$370K0.0%2026-Q2
Anson Capital, Inc. trimmed10,053$347K0.0%2026-Q2
Quantinno Capital Management LP new9,733$336K0.0%2026-Q2
ABSOLUTE CAPITAL MANAGEMENT, LLC added9,612$332K0.0%2026-Q2
AMERIPRISE FINANCIAL INC added9,171$317K0.0%2026-Q2
Live Oak Private Wealth LLC8,857$306K0.0%2026-Q2
Charter Capital Management, LLC\DE8,845$306K0.0%2026-Q2
Fortis Capital Management LLC7,133$247K0.0%2026-Q2
Comprehensive Money Management Services LLC7,125$246K0.0%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added6,880$238K0.0%2026-Q2
CAPTRUST FINANCIAL ADVISORS6,750$233K0.0%2026-Q2
Mariner, LLC new6,651$230K0.0%2026-Q2
STIFEL FINANCIAL CORP trimmed6,469$224K0.0%2026-Q2
CABOT WEALTH MANAGEMENT INC trimmed6,412$222K0.0%2026-Q2
Institute for Wealth Management, LLC. new5,835$202K0.0%2026-Q2
COFG Advisors, LLC trimmed5,824$201K0.0%2026-Q2
Kroeger Financial Partners new5,808$201K0.0%2026-Q2
Painted Porch Advisors LLC new5,790$200K0.0%2026-Q2
BANK OF MONTREAL /CAN/5,229$181K0.0%2026-Q2
Atlantic Private Wealth, LLC5,229$181K0.0%2026-Q2
LANARK FINANCIAL, INC. trimmed5,137$178K0.0%2026-Q2
Integrated Wealth Concepts LLC new3,278$113K0.0%2026-Q2
Ashton Thomas Private Wealth, LLC2,575$89K0.0%2026-Q2
GGM Financial LLC2,386$82K0.0%2026-Q2
Rossmore Private Capital2,250$78K0.0%2026-Q2
SJS Investment Consulting Inc.1,883$65K0.0%2026-Q2
MONTAG A & ASSOCIATES INC1,750$60K0.0%2026-Q2
Cullen/Frost Bankers, Inc. new1,385$48K0.0%2026-Q2
US BANCORP \DE\1,355$47K0.0%2026-Q2
Highland Investment Advisors LLC new1,151$40K0.0%2026-Q2
DecisionPoint Financial, LLC new1,051$36K0.0%2026-Q2
IMA Advisory Services, Inc. new650$22K0.0%2026-Q2
Harbor Asset Planning, Inc. added583$20K0.0%2026-Q2
Larson Financial Group LLC added537$19K0.0%2026-Q2
Russell Investments Group, Ltd. new416$14K0.0%2026-Q2
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added350$12K0.0%2026-Q2
CALDWELL SUTTER CAPITAL, INC.271$9K0.0%2026-Q2
Winch Advisory Services, LLC201$7K0.0%2026-Q2
HARBOUR INVESTMENTS, INC. new200$7K0.0%2026-Q2
Aptus Capital Advisors, LLC new198$7K0.0%2026-Q2
CVA Family Office, LLC165$6K0.0%2026-Q2
Medallion Wealth Advisors, LLC added104$4K0.0%2026-Q2
Qube Research & Technologies Ltd new64$2K0.0%2026-Q2
HRT FINANCIAL LP added191,072$6M0.6%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.

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