Who owns IQLT (IQLT)
Which tracked institutional funds hold IQLT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IQLT 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
149 tracked funds added or opened IQLT while 92 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
IQLT’s largest tracked holder by dollar value, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, sizes it at 1.6% of its own reported 13F book, while the median holder sizes it at 0.7% of theirs — a 0.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IQLT 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 620 tracked filers holding IQLT, 273 increased or opened the position and 284 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 IQLT 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 19
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$159M
- JANE STREET GROUP, LLC$72M
- FLOW TRADERS U.S. LLC$20M
- Clearview Wealth Management LLC$9M
- Bleakley Financial Group, LLC$9M
- SEGALL BRYANT & HAMILL, LLC$5M
Full exits 22
- Dynasty Wealth Management, LLC$74M
- NewEdge Advisors, LLC$14M
- Tolleson Wealth Management, Inc.$12M
- REGIMEN WEALTH, LLC$11M
- Bank of New York Mellon Corp$6M
- BBR PARTNERS, LLC$4M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.7B
- Corient Private Wealth LLC$104M
- Independent Advisor Alliance$25M
- MORGAN STANLEY$25M
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$23M
- Cerity Partners LLC$21M
Largest trims
- BANK OF AMERICA CORP /DE/$838M
- Richard Bernstein Advisors LLC$578M
- AMERIPRISE FINANCIAL INC$377M
- TIAA TRUST, NATIONAL ASSOCIATION$193M
- ENVESTNET ASSET MANAGEMENT INC$91M
- EASTERN BANK$87M
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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 56,735,506 | $2.6B | 27.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 17,309,402 | $800M | 8.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 14,219,974 | $657M | 6.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 7,773,236 | $359M | 3.7% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 6,839,909 | $316M | 3.3% | 2026-Q1 |
| MORGAN STANLEY added | 6,203,662 | $287M | 2.9% | 2026-Q1 |
| Capital Investment Advisors, LLC added | 5,986,307 | $277M | 2.8% | 2026-Q1 |
| Cerity Partners LLC added | 5,216,459 | $241M | 2.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 4,443,240 | $205M | 2.1% | 2026-Q1 |
| LPL Financial LLC added | 4,222,093 | $195M | 2.0% | 2026-Q1 |
| UBS Group AG added | 4,191,576 | $194M | 2.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 3,774,976 | $174M | 1.8% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 3,436,496 | $159M | 1.6% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 2,729,373 | $126M | 1.3% | 2026-Q1 |
| Corient Private Wealth LLC added | 2,584,919 | $120M | 1.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 2,139,011 | $99M | 1.0% | 2026-Q1 |
| Cresset Asset Management, LLC added | 1,878,491 | $87M | 0.9% | 2026-Q1 |
| Sage Mountain Advisors LLC added | 1,627,732 | $75M | 0.8% | 2026-Q1 |
| Catalyst Capital Advisors LLC added | 1,571,192 | $73M | 0.7% | 2026-Q1 |
| Millburn Ridgefield LLC /DE/ added | 1,571,192 | $73M | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 1,551,783 | $72M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,525,952 | $71M | 0.7% | 2026-Q1 |
| Modern Wealth Management, LLC added | 1,396,649 | $65M | 0.7% | 2026-Q1 |
| FMR LLC added | 1,349,569 | $62M | 0.6% | 2026-Q1 |
| Atlantic Union Bankshares Corp added | 1,331,820 | $62M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,302,963 | $60M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,252,378 | $58M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,233,133 | $57M | 0.6% | 2026-Q1 |
| Equitable Holdings, Inc. added | 1,180,280 | $54M | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 1,147,002 | $53M | 0.5% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 1,134,152 | $52M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 1,115,912 | $52M | 0.5% | 2026-Q1 |
| Mariner, LLC added | 1,106,057 | $51M | 0.5% | 2026-Q1 |
| TOBIAS FINANCIAL ADVISORS, INC. trimmed | 1,027,916 | $48M | 0.5% | 2026-Q1 |
| Allen Capital Group, LLC added | 1,016,646 | $47M | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 994,356 | $46M | 0.5% | 2026-Q1 |
| D'Orazio & Associates, Inc. trimmed | 967,543 | $45M | 0.5% | 2026-Q1 |
| Carnegie Investment Counsel added | 947,863 | $44M | 0.5% | 2026-Q1 |
| RVW Wealth, LLC trimmed | 921,777 | $43M | 0.4% | 2026-Q1 |
| Silver Coast Investments LLC added | 885,935 | $41M | 0.4% | 2026-Q1 |
| Unison Advisors LLC added | 869,231 | $40M | 0.4% | 2026-Q1 |
| Haverford Trust Co added | 866,151 | $40M | 0.4% | 2026-Q1 |
| Valence8 US LP trimmed | 846,133 | $39M | 0.4% | 2026-Q1 |
| Harbor Group, Inc. added | 839,848 | $39M | 0.4% | 2026-Q1 |
| Larson Financial Group LLC added | 816,596 | $38M | 0.4% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC trimmed | 805,008 | $37M | 0.4% | 2026-Q1 |
| Wharton Business Group, LLC added | 779,050 | $36M | 0.4% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 769,693 | $36M | 0.4% | 2026-Q1 |
| MASON STREET ADVISORS, LLC added | 768,930 | $36M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 761,539 | $35M | 0.4% | 2026-Q1 |
| Sunburst Financial Group, LLC added | 760,685 | $35M | 0.4% | 2026-Q1 |
| Foster Victor Wealth Advisors, LLC added | 669,809 | $33M | 0.3% | 2026-Q1 |
| SCS Capital Management LLC trimmed | 706,619 | $33M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 706,604 | $33M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 701,192 | $32M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 698,095 | $32M | 0.3% | 2026-Q1 |
| NewEdge Wealth, LLC added | 690,567 | $32M | 0.3% | 2026-Q1 |
| AGF MANAGEMENT LTD trimmed | 677,042 | $31M | 0.3% | 2026-Q1 |
| Paragon Capital Management Ltd trimmed | 606,170 | $28M | 0.3% | 2026-Q1 |
| Independent Advisor Alliance added | 556,811 | $26M | 0.3% | 2026-Q1 |
| Carr Financial Group Corp trimmed | 534,022 | $25M | 0.3% | 2026-Q1 |
| Foster Group, Inc. added | 529,006 | $24M | 0.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 486,196 | $23M | 0.2% | 2026-Q1 |
| Altus Wealth Management, LLC added | 494,554 | $23M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 509,571 | $23M | 0.2% | 2026-Q1 |
| LIFE LINE WEALTH MANAGEMENT LLC trimmed | 492,153 | $23M | 0.2% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed | 490,423 | $23M | 0.2% | 2026-Q1 |
| Kathmere Capital Management, LLC added | 480,014 | $22M | 0.2% | 2026-Q1 |
| HOWARD FINANCIAL SERVICES, LTD. added | 476,503 | $22M | 0.2% | 2026-Q1 |
| Armbruster Capital Management, Inc. trimmed | 468,142 | $22M | 0.2% | 2026-Q1 |
| Ascent Wealth Partners, LLC added | 457,635 | $21M | 0.2% | 2026-Q1 |
| Linscomb Wealth, Inc. added | 448,093 | $21M | 0.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 441,429 | $20M | 0.2% | 2026-Q1 |
| Coastal Bridge Advisors, LLC added | 438,178 | $20M | 0.2% | 2026-Q1 |
| Ledyard National Bank added | 437,927 | $20M | 0.2% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 437,826 | $20M | 0.2% | 2026-Q1 |
| SOL Capital Management CO added | 491,919 | $20M | 0.2% | 2026-Q1 |
| LVM CAPITAL MANAGEMENT LTD/MI added | 400,012 | $18M | 0.2% | 2026-Q1 |
| Savant Capital, LLC added | 397,652 | $18M | 0.2% | 2026-Q1 |
| BITTERROOT CAPITAL ADVISORS LLC added | 378,163 | $17M | 0.2% | 2026-Q1 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 367,495 | $17M | 0.2% | 2026-Q1 |
| EASTERN BANK trimmed | 352,654 | $16M | 0.2% | 2026-Q1 |
| Frontier Asset Management, LLC added | 344,209 | $16M | 0.2% | 2026-Q1 |
| Retirement Planning Group, LLC trimmed | 339,405 | $16M | 0.2% | 2026-Q1 |
| Inlight Wealth Management, LLC added | 323,714 | $15M | 0.2% | 2026-Q1 |
| Longview Financial Advisors, Inc. added | 323,061 | $15M | 0.2% | 2026-Q1 |
| AlphaCore Capital LLC added | 315,708 | $15M | 0.2% | 2026-Q1 |
| ENZI WEALTH trimmed | 314,349 | $15M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 305,075 | $14M | 0.1% | 2026-Q1 |
| Intrua Financial, LLC added | 302,785 | $14M | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC added | 302,280 | $14M | 0.1% | 2026-Q1 |
| Breakwater Capital Group added | 294,832 | $14M | 0.1% | 2026-Q1 |
| MBA Advisors LLC added | 294,723 | $14M | 0.1% | 2026-Q1 |
| Colonial Trust Advisors added | 293,336 | $14M | 0.1% | 2026-Q1 |
| Dynasty Wealth Management, LLC new | 1,633,151 | $74M | 0.8% | 2025-Q4 stale |
| Sandy Spring Bank added | 917,606 | $36M | 0.4% | 2025-Q1 stale |
| Cook Wealth, LLC added | 491,919 | $20M | 0.2% | 2025-Q1 stale |
| Capital Planning Advisors, LLC added | 466,960 | $19M | 0.2% | 2025-Q1 stale |
| NewEdge Advisors, LLC added | 318,089 | $14M | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 331,529 | $14M | 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.