Who owns 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-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
21 tracked funds added or opened IQDG while 16 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
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 2026-Q1 and 2026-Q2, across 130 tracked filers holding IQDG, 64 increased or opened the position and 80 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 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.
Full exits 10
- HighTower Advisors, LLC$28M
- JOURNEY STRATEGIC WEALTH LLC$5M
- JANE STREET GROUP, LLC$3M
- D.A. DAVIDSON & CO.$2M
- SIGNET FINANCIAL MANAGEMENT, LLC$2M
- Independent Advisor Alliance$2M
Largest adds
- Prime Capital Investment Advisors, LLC$5M
- ENVESTNET ASSET MANAGEMENT INC$4M
- LPL Financial LLC$4M
- O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3M
- MORGAN STANLEY$3M
- CAPTRUST FINANCIAL ADVISORS$3M
Largest trims
- CGN Advisors LLC$11M
- UBS Group AG$7M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7M
- Merit Financial Group, LLC$4M
- BANK OF AMERICA CORP /DE/$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$752K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 2,104,542 | $91M | 17.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,625,496 | $70M | 13.6% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 1,064,871 | $46M | 8.9% | 2026-Q2 |
| LPL Financial LLC added | 912,174 | $39M | 7.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 809,142 | $35M | 6.8% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 584,321 | $25M | 4.9% | 2026-Q2 |
| Revolve Wealth Partners, LLC added | 454,107 | $20M | 3.8% | 2026-Q2 |
| UBS Group AG trimmed | 420,618 | $18M | 3.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 353,215 | $15M | 3.0% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 324,190 | $14M | 2.7% | 2026-Q2 |
| One Capital Management, LLC | 305,304 | $12M | 2.4% | 2026-Q2 |
| Venturi Wealth Management, LLC added | 187,054 | $8M | 1.6% | 2026-Q2 |
| Premier Path Wealth Partners, LLC added | 170,171 | $7M | 1.4% | 2026-Q2 |
| CGN Advisors LLC trimmed | 142,289 | $6M | 1.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 141,396 | $6M | 1.2% | 2026-Q2 |
| Corient Private Wealth LP added | 133,441 | $6M | 1.1% | 2026-Q2 |
| Catalyst Investment Management LLC added | 121,530 | $5M | 1.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 117,786 | $5M | 1.0% | 2026-Q2 |
| Fourth Dimension Wealth, LLC added | 114,507 | $5M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 110,853 | $5M | 0.9% | 2026-Q2 |
| Kathmere Capital Management, LLC trimmed | 104,833 | $5M | 0.9% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 95,364 | $4M | 0.8% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 84,153 | $4M | 0.7% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 83,672 | $4M | 0.7% | 2026-Q2 |
| Atria Investments, Inc trimmed | 83,652 | $4M | 0.7% | 2026-Q2 |
| Impact Capital Partners LLC added | 78,751 | $3M | 0.7% | 2026-Q2 |
| SigFig Wealth Management, LLC added | 74,859 | $3M | 0.6% | 2026-Q2 |
| Savvy Advisors, Inc. added | 68,368 | $3M | 0.6% | 2026-Q2 |
| Resonant Capital Advisors, LLC added | 54,717 | $2M | 0.5% | 2026-Q2 |
| Summit Financial, LLC trimmed | 52,289 | $2M | 0.4% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 51,923 | $2M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 45,319 | $2M | 0.4% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. | 45,229 | $2M | 0.4% | 2026-Q2 |
| Western Wealth Management, LLC added | 44,567 | $2M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 44,191 | $2M | 0.4% | 2026-Q2 |
| Mendel Money Management added | 39,756 | $2M | 0.3% | 2026-Q2 |
| Hobbs Group Advisors, LLC trimmed | 39,034 | $2M | 0.3% | 2026-Q2 |
| Financial Enhancement Group LLC trimmed | 32,879 | $1M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 28,661 | $1M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 28,315 | $1M | 0.2% | 2026-Q2 |
| VestGen Advisors, LLC added | 27,036 | $1M | 0.2% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 26,074 | $1M | 0.2% | 2026-Q2 |
| Per Stirling Capital Management, LLC. trimmed | 22,566 | $972K | 0.2% | 2026-Q2 |
| Avestar Capital, LLC trimmed | 20,050 | $864K | 0.2% | 2026-Q2 |
| City Center Advisors, LLC added | 16,689 | $719K | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 16,415 | $707K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 15,617 | $673K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 15,213 | $655K | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 14,822 | $639K | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 14,754 | $636K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 14,748 | $636K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 14,584 | $628K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 14,055 | $605K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 13,913 | $598K | 0.1% | 2026-Q2 |
| FMR LLC added | 12,286 | $529K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 11,895 | $512K | 0.1% | 2026-Q2 |
| D'Orazio & Associates, Inc. | 11,516 | $496K | 0.1% | 2026-Q2 |
| Sharkey, Howes & Javer trimmed | 11,323 | $488K | 0.1% | 2026-Q2 |
| Key Financial Inc trimmed | 10,782 | $464K | 0.1% | 2026-Q2 |
| Rossby Financial, LCC trimmed | 10,756 | $463K | 0.1% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. added | 10,698 | $461K | 0.1% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 10,427 | $449K | 0.1% | 2026-Q2 |
| HOWARD BAILEY SECURITIES, LLC trimmed | 10,352 | $446K | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 10,284 | $443K | 0.1% | 2026-Q2 |
| CIDEL ASSET MANAGEMENT INC added | 10,225 | $440K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 10,224 | $440K | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC added | 10,044 | $433K | 0.1% | 2026-Q2 |
| CAHILL FINANCIAL ADVISORS INC added | 9,828 | $423K | 0.1% | 2026-Q2 |
| Kondo Wealth Advisors, Inc. added | 9,338 | $402K | 0.1% | 2026-Q2 |
| UHLMANN PRICE SECURITIES, LLC added | 9,319 | $401K | 0.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC trimmed | 8,910 | $384K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 8,091 | $349K | 0.1% | 2026-Q2 |
| Princeton Global Asset Management LLC trimmed | 7,836 | $338K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 7,777 | $335K | 0.1% | 2026-Q2 |
| Mason Investment Advisory Services, Inc. | 7,748 | $334K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 7,517 | $324K | 0.1% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. added | 7,048 | $304K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 6,761 | $291K | 0.1% | 2026-Q2 |
| Trilogy Capital Inc. trimmed | 6,702 | $289K | 0.1% | 2026-Q2 |
| LANARK FINANCIAL, INC. trimmed | 6,648 | $286K | 0.1% | 2026-Q2 |
| Axis Wealth Partners, LLC added | 6,551 | $282K | 0.1% | 2026-Q2 |
| Emprise Bank | 6,325 | $272K | 0.1% | 2026-Q2 |
| Breakwater Capital Group added | 6,237 | $269K | 0.1% | 2026-Q2 |
| PRAIRIE ADVISORY, LLC new | 6,217 | $268K | 0.1% | 2026-Q2 |
| Oxinas Partners, LLC trimmed | 5,935 | $256K | 0.0% | 2026-Q2 |
| United Advisor Group, LLC added | 5,922 | $255K | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 5,892 | $254K | 0.0% | 2026-Q2 |
| WIREGRASS INVESTMENT MANAGEMENT LLC new | 5,770 | $249K | 0.0% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 5,628 | $242K | 0.0% | 2026-Q2 |
| Oregon Pacific Wealth Management, LLC trimmed | 5,572 | $240K | 0.0% | 2026-Q2 |
| Saiph Capital, LLC | 5,342 | $230K | 0.0% | 2026-Q2 |
| Triad Wealth Partners, LLC added | 5,270 | $232K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 5,181 | $223K | 0.0% | 2026-Q2 |
| Trust Co added | 5,146 | $222K | 0.0% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 5,059 | $218K | 0.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 4,927 | $212K | 0.0% | 2026-Q2 |
| New England Private Wealth Advisors LLC new | 4,927 | $210K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 4,796 | $207K | 0.0% | 2026-Q2 |
| Foster Group, Inc. trimmed | 4,706 | $203K | 0.0% | 2026-Q2 |
| Westside Investment Management, Inc. | 4,391 | $189K | 0.0% | 2026-Q2 |
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.