Who owns 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-Q2 13F filings (latest filed 2026-08-25). 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
200 tracked funds added or opened IQLT while 70 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
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 1.0% of theirs — a 0.6pp 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 2026-Q1 and 2026-Q2, across 616 tracked filers holding IQLT, 318 increased or opened the position and 273 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 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 17
- TIAA Wealth Investment Management LLC$107M
- TriCert Investment Counsel Inc.$26M
- NewEdge Advisors, LLC$15M
- Planning Strategies Inc.$10M
- Advisors Capital Management, LLC$3M
- Robertson Stephens Wealth Management, LLC$2M
Full exits 33
- HighTower Advisors, LLC$99M
- JANE STREET GROUP, LLC$72M
- Janney Montgomery Scott LLC$52M
- Cambridge Investment Research Advisors, Inc.$32M
- LIFE LINE WEALTH MANAGEMENT LLC$23M
- FLOW TRADERS U.S. LLC$20M
Largest adds
- AMERIPRISE FINANCIAL INC$374M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$302M
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$75M
- Cerity Partners LLC$69M
- ENVESTNET ASSET MANAGEMENT INC$55M
- PNC Financial Services Group, Inc.$50M
Largest trims
- Independent Advisor Alliance$25M
- Valence8 US LP$13M
- Focus Financial Network, Inc.$11M
- Addison Advisors LLC$8M
- EASTERN BANK$8M
- Genesis Wealth Advisors, LLC$7M
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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 59,026,522 | $2.9B | 27.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 17,152,533 | $850M | 7.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 14,377,913 | $712M | 6.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 11,077,862 | $549M | 5.1% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 7,891,119 | $391M | 3.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 7,526,589 | $373M | 3.4% | 2026-Q2 |
| Cerity Partners LLC added | 6,252,224 | $310M | 2.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 6,172,336 | $306M | 2.8% | 2026-Q2 |
| Capital Investment Advisors, LLC added | 6,123,953 | $303M | 2.8% | 2026-Q2 |
| Cetera Investment Advisers added | 4,713,571 | $234M | 2.2% | 2026-Q2 |
| LPL Financial LLC added | 4,314,368 | $214M | 2.0% | 2026-Q2 |
| UBS Group AG trimmed | 4,130,838 | $205M | 1.9% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 3,181,448 | $158M | 1.5% | 2026-Q2 |
| Corient Private Wealth LP added | 2,793,638 | $138M | 1.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 2,734,970 | $136M | 1.3% | 2026-Q2 |
| TIAA Wealth Investment Management LLC new | 2,164,505 | $107M | 1.0% | 2026-Q2 |
| Cresset Asset Management, LLC added | 1,903,106 | $94M | 0.9% | 2026-Q2 |
| Sage Mountain Advisors LLC added | 1,706,820 | $85M | 0.8% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 1,696,115 | $84M | 0.8% | 2026-Q2 |
| Millburn Ridgefield LLC /DE/ added | 1,650,206 | $82M | 0.8% | 2026-Q2 |
| Catalyst Capital Advisors LLC added | 1,650,206 | $82M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,566,816 | $78M | 0.7% | 2026-Q2 |
| Modern Wealth Management, LLC added | 1,564,321 | $78M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,420,268 | $70M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,385,860 | $69M | 0.6% | 2026-Q2 |
| FMR LLC added | 1,369,264 | $68M | 0.6% | 2026-Q2 |
| Atlantic Union Bankshares Corp added | 1,345,944 | $67M | 0.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,276,333 | $63M | 0.6% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 1,155,220 | $57M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 1,142,286 | $57M | 0.5% | 2026-Q2 |
| Haverford Trust Co added | 1,095,233 | $54M | 0.5% | 2026-Q2 |
| Mariner, LLC trimmed | 1,076,926 | $53M | 0.5% | 2026-Q2 |
| TOBIAS FINANCIAL ADVISORS, INC. added | 1,061,444 | $53M | 0.5% | 2026-Q2 |
| Allen Capital Group, LLC added | 1,053,465 | $52M | 0.5% | 2026-Q2 |
| Carnegie Investment Counsel added | 1,014,957 | $50M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 974,936 | $48M | 0.4% | 2026-Q2 |
| RVW Wealth, LLC added | 958,361 | $47M | 0.4% | 2026-Q2 |
| Larson Financial Group LLC added | 945,496 | $47M | 0.4% | 2026-Q2 |
| D'Orazio & Associates, Inc. trimmed | 906,626 | $45M | 0.4% | 2026-Q2 |
| Unison Advisors LLC added | 893,135 | $44M | 0.4% | 2026-Q2 |
| Harbor Group, Inc. added | 880,746 | $44M | 0.4% | 2026-Q2 |
| Silver Coast Investments LLC trimmed | 874,412 | $43M | 0.4% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 822,310 | $41M | 0.4% | 2026-Q2 |
| Sunburst Financial Group, LLC added | 812,667 | $40M | 0.4% | 2026-Q2 |
| MASON STREET ADVISORS, LLC added | 792,666 | $39M | 0.4% | 2026-Q2 |
| Wharton Business Group, LLC | 779,050 | $39M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 773,653 | $38M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 719,179 | $36M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 704,293 | $35M | 0.3% | 2026-Q2 |
| NewEdge Wealth, LLC added | 698,840 | $35M | 0.3% | 2026-Q2 |
| Foster Victor Wealth Advisors, LLC added | 697,839 | $34M | 0.3% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC trimmed | 638,871 | $32M | 0.3% | 2026-Q2 |
| AGF MANAGEMENT LTD trimmed | 583,195 | $29M | 0.3% | 2026-Q2 |
| Carr Financial Group Corp added | 573,316 | $28M | 0.3% | 2026-Q2 |
| Foster Group, Inc. added | 540,922 | $27M | 0.2% | 2026-Q2 |
| Paragon Capital Management Ltd trimmed | 535,930 | $27M | 0.2% | 2026-Q2 |
| SCS Capital Management LLC trimmed | 532,178 | $26M | 0.2% | 2026-Q2 |
| Valence8 US LP trimmed | 527,435 | $26M | 0.2% | 2026-Q2 |
| TriCert Investment Counsel Inc. new | 519,816 | $26M | 0.2% | 2026-Q2 |
| HOWARD FINANCIAL SERVICES, LTD. added | 517,003 | $26M | 0.2% | 2026-Q2 |
| Altus Wealth Management, LLC added | 513,827 | $25M | 0.2% | 2026-Q2 |
| Kathmere Capital Management, LLC added | 512,630 | $25M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 508,468 | $25M | 0.2% | 2026-Q2 |
| Ascent Wealth Partners, LLC added | 483,164 | $24M | 0.2% | 2026-Q2 |
| Armbruster Capital Management, Inc. added | 477,138 | $24M | 0.2% | 2026-Q2 |
| Coastal Bridge Advisors, LLC added | 470,381 | $23M | 0.2% | 2026-Q2 |
| Linscomb Wealth, Inc. added | 461,807 | $23M | 0.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 459,291 | $23M | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 451,815 | $22M | 0.2% | 2026-Q2 |
| Ledyard National Bank trimmed | 432,942 | $21M | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 427,701 | $21M | 0.2% | 2026-Q2 |
| Abundance Wealth Counselors added | 394,440 | $20M | 0.2% | 2026-Q2 |
| Savant Capital, LLC trimmed | 392,096 | $19M | 0.2% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed | 385,398 | $19M | 0.2% | 2026-Q2 |
| BITTERROOT CAPITAL ADVISORS LLC added | 379,823 | $19M | 0.2% | 2026-Q2 |
| Advus Financial Partners, LLC trimmed | 373,060 | $18M | 0.2% | 2026-Q2 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 365,142 | $18M | 0.2% | 2026-Q2 |
| AlphaCore Capital LLC added | 359,565 | $18M | 0.2% | 2026-Q2 |
| Frontier Asset Management, LLC added | 357,755 | $18M | 0.2% | 2026-Q2 |
| Inlight Wealth Management, LLC added | 351,520 | $17M | 0.2% | 2026-Q2 |
| Longview Financial Advisors, Inc. added | 328,406 | $16M | 0.2% | 2026-Q2 |
| MBA Advisors LLC added | 317,950 | $16M | 0.1% | 2026-Q2 |
| Retirement Planning Group, LLC trimmed | 317,383 | $16M | 0.1% | 2026-Q2 |
| ENZI WEALTH trimmed | 313,267 | $15M | 0.1% | 2026-Q2 |
| Intrua Financial, LLC added | 312,897 | $16M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 307,058 | $15M | 0.1% | 2026-Q2 |
| Breakwater Capital Group added | 306,866 | $15M | 0.1% | 2026-Q2 |
| Colonial Trust Advisors added | 305,401 | $15M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 305,078 | $15M | 0.1% | 2026-Q2 |
| Interchange Capital Partners, LLC trimmed | 295,800 | $15M | 0.1% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC added | 295,597 | $15M | 0.1% | 2026-Q2 |
| MidFirst Bank trimmed | 277,660 | $14M | 0.1% | 2026-Q2 |
| Marshall Financial Group, LLC added | 260,992 | $13M | 0.1% | 2026-Q2 |
| Tolleson Wealth Management, Inc. trimmed | 259,003 | $13M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 254,863 | $13M | 0.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 252,064 | $12M | 0.1% | 2026-Q2 |
| NORTHCAPE WEALTH MANAGEMENT, LLC trimmed | 246,666 | $12M | 0.1% | 2026-Q2 |
| SVRN Asset Management, LLC added | 243,304 | $12M | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 240,847 | $12M | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 233,794 | $12M | 0.1% | 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.