Who owns IQDG (IQDG)
Which tracked institutional funds hold IQDG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IQDG 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
15 tracked funds added or opened IQDG while 24 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
IQDG’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes IQDG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IQDG 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 145 tracked filers holding IQDG, 64 increased or opened the position and 70 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 IQDG 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 4
- Savvy Advisors, Inc.$2M
- Summit Financial, LLC$2M
- Independent Advisor Alliance$2M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$659K
Full exits 1
- INVENIO WEALTH PARTNERS LLC$1M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8M
- CAPTRUST FINANCIAL ADVISORS$5M
- HighTower Advisors, LLC$5M
- Corient Private Wealth LLC$5M
- JANE STREET GROUP, LLC$2M
- GTS SECURITIES LLC$899K
Largest trims
- MORGAN STANLEY$12M
- CITADEL ADVISORS LLC$10M
- LPL Financial LLC$7M
- One Capital Management, LLC$3M
- Golden State Wealth Management, LLC$3M
- AlphaCore Capital LLC$2M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 2,298,870 | $92M | 14.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,672,545 | $67M | 10.8% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 1,080,843 | $43M | 7.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 888,093 | $36M | 5.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 776,239 | $31M | 5.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 691,457 | $28M | 4.5% | 2026-Q1 |
| UBS Group AG added | 636,676 | $26M | 4.1% | 2026-Q1 |
| Cetera Investment Advisers added | 599,309 | $24M | 3.9% | 2026-Q1 |
| Revolve Wealth Partners, LLC trimmed | 432,796 | $17M | 2.8% | 2026-Q1 |
| CGN Advisors LLC trimmed | 431,835 | $17M | 2.8% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 311,902 | $13M | 2.0% | 2026-Q1 |
| One Capital Management, LLC trimmed | 305,304 | $12M | 2.0% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 224,821 | $9M | 1.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 205,732 | $8M | 1.3% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 200,818 | $8M | 1.3% | 2026-Q1 |
| Venturi Wealth Management, LLC added | 169,234 | $7M | 1.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 142,769 | $6M | 0.9% | 2026-Q1 |
| Premier Path Wealth Partners, LLC trimmed | 127,826 | $5M | 0.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 121,094 | $5M | 0.8% | 2026-Q1 |
| Corient Private Wealth LLC added | 117,006 | $5M | 0.8% | 2026-Q1 |
| JOURNEY STRATEGIC WEALTH LLC trimmed | 115,693 | $5M | 0.7% | 2026-Q1 |
| Catalyst Investment Management LLC trimmed | 105,441 | $5M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 112,880 | $5M | 0.7% | 2026-Q1 |
| Fourth Dimension Wealth, LLC added | 109,538 | $4M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 109,372 | $4M | 0.7% | 2026-Q1 |
| Kathmere Capital Management, LLC trimmed | 107,138 | $4M | 0.7% | 2026-Q1 |
| Atria Investments, Inc trimmed | 83,972 | $3M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 82,095 | $3M | 0.5% | 2026-Q1 |
| Impact Capital Partners LLC added | 73,850 | $3M | 0.5% | 2026-Q1 |
| SigFig Wealth Management, LLC added | 73,681 | $3M | 0.5% | 2026-Q1 |
| Savvy Advisors, Inc. new | 61,754 | $2M | 0.4% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 60,950 | $2M | 0.4% | 2026-Q1 |
| Summit Financial, LLC new | 52,798 | $2M | 0.3% | 2026-Q1 |
| SIGNET FINANCIAL MANAGEMENT, LLC added | 52,575 | $2M | 0.3% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 51,984 | $2M | 0.3% | 2026-Q1 |
| Resonant Capital Advisors, LLC added | 49,134 | $2M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 46,586 | $2M | 0.3% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 45,229 | $2M | 0.3% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 43,153 | $2M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 42,640 | $2M | 0.3% | 2026-Q1 |
| Independent Advisor Alliance new | 40,250 | $2M | 0.3% | 2026-Q1 |
| Hobbs Group Advisors, LLC trimmed | 39,174 | $2M | 0.3% | 2026-Q1 |
| GTS SECURITIES LLC added | 38,791 | $2M | 0.3% | 2026-Q1 |
| Financial Enhancement Group LLC added | 33,614 | $1M | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 32,430 | $1M | 0.2% | 2026-Q1 |
| Mendel Money Management added | 30,134 | $1M | 0.2% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 26,632 | $1M | 0.2% | 2026-Q1 |
| VestGen Advisors, LLC added | 22,689 | $958K | 0.2% | 2026-Q1 |
| Per Stirling Capital Management, LLC. added | 23,247 | $933K | 0.2% | 2026-Q1 |
| Avestar Capital, LLC added | 20,280 | $814K | 0.1% | 2026-Q1 |
| Ascentis Independent Advisors trimmed | 17,889 | $718K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 17,658 | $709K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 16,993 | $682K | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 16,415 | $659K | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 15,978 | $641K | 0.1% | 2026-Q1 |
| City Center Advisors, LLC added | 15,692 | $630K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 15,252 | $612K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 15,137 | $608K | 0.1% | 2026-Q1 |
| Rossby Financial, LCC trimmed | 14,666 | $601K | 0.1% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 14,831 | $595K | 0.1% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 14,724 | $591K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 14,492 | $582K | 0.1% | 2026-Q1 |
| TSFG, LLC trimmed | 14,339 | $576K | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 13,552 | $544K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 13,648 | $531K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 12,160 | $488K | 0.1% | 2026-Q1 |
| Sharkey, Howes & Javer trimmed | 11,981 | $481K | 0.1% | 2026-Q1 |
| HOWARD BAILEY SECURITIES, LLC trimmed | 11,627 | $467K | 0.1% | 2026-Q1 |
| D'Orazio & Associates, Inc. trimmed | 11,516 | $462K | 0.1% | 2026-Q1 |
| Key Financial Inc trimmed | 10,811 | $434K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 10,365 | $416K | 0.1% | 2026-Q1 |
| WORLD EQUITY GROUP, INC. added | 10,302 | $414K | 0.1% | 2026-Q1 |
| FMR LLC added | 10,257 | $412K | 0.1% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10,241 | $411K | 0.1% | 2026-Q1 |
| THRYVE WEALTH MANAGEMENT LLC trimmed | 10,045 | $403K | 0.1% | 2026-Q1 |
| Princeton Global Asset Management LLC trimmed | 10,031 | $403K | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC added | 9,944 | $399K | 0.1% | 2026-Q1 |
| NBC SECURITIES, INC. trimmed | 9,860 | $396K | 0.1% | 2026-Q1 |
| Investor's Fiduciary Advisor Network, LLC | 9,692 | $389K | 0.1% | 2026-Q1 |
| CAHILL FINANCIAL ADVISORS INC added | 9,516 | $382K | 0.1% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 9,448 | $379K | 0.1% | 2026-Q1 |
| Kondo Wealth Advisors, Inc. trimmed | 9,322 | $374K | 0.1% | 2026-Q1 |
| UHLMANN PRICE SECURITIES, LLC added | 9,188 | $369K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 9,112 | $366K | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 8,514 | $342K | 0.1% | 2026-Q1 |
| SPC Financial, Inc. added | 1,095,888 | $44M | 7.1% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC added | 175,630 | $7M | 1.1% | 2025-Q3 stale |
| Security Financial Services, INC. added | 120,315 | $5M | 0.8% | 2025-Q2 stale |
| Future Fund LLC | 101,507 | $4M | 0.7% | 2025-Q3 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 88,600 | $4M | 0.6% | 2025-Q3 stale |
| Priebe Wealth Holdings LLC trimmed | 36,300 | $1M | 0.2% | 2025-Q2 stale |
| OLD MISSION CAPITAL LLC trimmed | 35,364 | $1M | 0.2% | 2025-Q3 stale |
| INVENIO WEALTH PARTNERS LLC trimmed | 33,944 | $1M | 0.2% | 2025-Q4 stale |
| Concurrent Investment Advisors, LLC new | 30,373 | $1M | 0.2% | 2025-Q1 stale |
| AssuredPartners Investment Advisors, LLC trimmed | 18,812 | $671K | 0.1% | 2025-Q1 stale |
| Focus Partners Advisor Solutions, LLC added | 12,528 | $500K | 0.1% | 2025-Q3 stale |
| MISSION WEALTH MANAGEMENT, LP new | 10,184 | $422K | 0.1% | 2025-Q4 stale |
| Strive Asset Management, LLC trimmed | 9,619 | $384K | 0.1% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC trimmed | 8,978 | $358K | 0.1% | 2025-Q3 stale |
| Mariner, LLC added | 8,460 | $335K | 0.1% | 2025-Q2 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.