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Institutional Ownership · SEC Form 13F

Who owns ITA (ITA)


Which tracked institutional funds hold ITA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ITA 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.

1,018
Institutional holders
28,953,298
Shares held (tracked funds)

How the tape is positioned

193 tracked funds added or opened ITA while 176 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

ITA’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes ITA more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in ITA 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 1018 tracked filers holding ITA, 558 increased or opened the position and 405 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 ITA 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 55

  • D. E. Shaw & Co., Inc.$28M
  • BARCLAYS PLC$16M
  • POTOMAC FUND MANAGEMENT INC /ADV$16M
  • 360 Financial, Inc.$14M
  • Royal Fund Management, LLC$13M
  • CLEAR WAVE WEALTH MANAGEMENT LLC$8M

Full exits 60

  • NewEdge Advisors, LLC$32M
  • Janney Capital Management LLC$22M
  • BAROMETER CAPITAL MANAGEMENT INC.$18M
  • SteelPeak Wealth, LLC$7M
  • Global Retirement Partners, LLC$6M
  • Sharkey, Howes & Javer$6M

Largest adds

  • UBS Group AG$240M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$97M
  • BlackRock, Inc.$58M
  • AMERIPRISE FINANCIAL INC$39M
  • BANK OF AMERICA CORP /DE/$35M
  • Qube Research & Technologies Ltd$30M

Largest trims

  • ENVESTNET ASSET MANAGEMENT INC$860M
  • LPL Financial LLC$169M
  • CWM, LLC$89M
  • PARK AVENUE SECURITIES LLC$87M
  • Envestnet Portfolio Solutions, Inc.$85M
  • MML INVESTORS SERVICES, LLC$83M

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
MORGAN STANLEY added3,001,157$657M12.0%2026-Q1
BANK OF AMERICA CORP /DE/ added2,997,974$656M12.0%2026-Q1
LPL Financial LLC trimmed2,321,685$508M9.3%2026-Q1
UBS Group AG added1,729,564$378M6.9%2026-Q1
WELLS FARGO & COMPANY/MN added1,364,622$299M5.5%2026-Q1
AMERIPRISE FINANCIAL INC added943,175$205M3.7%2026-Q1
RAYMOND JAMES FINANCIAL INC added773,234$169M3.1%2026-Q1
BlackRock, Inc. added717,921$157M2.9%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed697,903$153M2.8%2026-Q1
ROYAL BANK OF CANADA added559,124$122M2.2%2026-Q1
JPMORGAN CHASE & CO trimmed578,027$122M2.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added531,976$116M2.1%2026-Q1
OSAIC HOLDINGS, INC. added499,791$109M2.0%2026-Q1
Cetera Investment Advisers trimmed381,674$83M1.5%2026-Q1
MML INVESTORS SERVICES, LLC trimmed334,192$73M1.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed333,668$73M1.3%2026-Q1
Dynasty Wealth Management, LLC added313,175$69M1.3%2026-Q1
Rockefeller Capital Management L.P. added229,990$50M0.9%2026-Q1
STIFEL FINANCIAL CORP trimmed215,949$47M0.9%2026-Q1
JONES FINANCIAL COMPANIES LLLP added215,251$47M0.8%2026-Q1
Janney Montgomery Scott LLC trimmed188,154$41M0.8%2026-Q1
TRUIST FINANCIAL CORP trimmed186,144$41M0.7%2026-Q1
HighTower Advisors, LLC added177,817$39M0.7%2026-Q1
GOLDMAN SACHS GROUP INC trimmed173,088$38M0.7%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed167,916$37M0.7%2026-Q1
Equitable Holdings, Inc. added167,739$36M0.7%2026-Q1
BANK OF MONTREAL /CAN/ added148,508$32M0.6%2026-Q1
SAGESPRING WEALTH PARTNERS, LLC added146,539$32M0.6%2026-Q1
Qube Research & Technologies Ltd added145,342$32M0.6%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC added140,861$30M0.5%2026-Q1
OpenArc Corporate Advisory, LLC added136,311$30M0.5%2026-Q1
AlphaCore Capital LLC trimmed134,383$29M0.5%2026-Q1
MinichMacGregor Wealth Management, LLC added128,568$28M0.5%2026-Q1
D. E. Shaw & Co., Inc. added127,774$28M0.5%2026-Q1
CITIGROUP INC trimmed114,778$25M0.5%2026-Q1
IFP Advisors, Inc trimmed107,384$23M0.4%2026-Q1
Baird Financial Group, Inc. added105,077$23M0.4%2026-Q1
TD Waterhouse Canada Inc. added94,123$21M0.4%2026-Q1
Stratos Wealth Partners, LTD. added93,217$20M0.4%2026-Q1
Mariner, LLC added89,697$20M0.4%2026-Q1
Cadent Capital Advisors, LLC trimmed85,744$19M0.3%2026-Q1
PARK AVENUE SECURITIES LLC trimmed85,107$19M0.3%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed82,808$18M0.3%2026-Q1
Thrivent Financial for Lutherans trimmed79,322$17M0.3%2026-Q1
Kestra Advisory Services, LLC added76,937$17M0.3%2026-Q1
Steward Partners Investment Advisory, LLC trimmed75,819$17M0.3%2026-Q1
BARCLAYS PLC added75,209$16M0.3%2026-Q1
CITADEL ADVISORS LLC added74,842$16M0.3%2026-Q1
Chicago Wealth Management, Inc. trimmed74,340$16M0.3%2026-Q1
POTOMAC FUND MANAGEMENT INC /ADV added70,900$16M0.3%2026-Q1
Prospera Financial Services Inc added69,131$15M0.3%2026-Q1
PRUDENTIAL PLC added68,083$15M0.3%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added67,640$15M0.3%2026-Q1
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed66,679$15M0.3%2026-Q1
360 Financial, Inc. added65,869$14M0.3%2026-Q1
FOUNDERS FINANCIAL SECURITIES LLC added61,102$14M0.3%2026-Q1
Advisory Services Network, LLC trimmed59,432$13M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed59,388$13M0.2%2026-Q1
Royal Fund Management, LLC added59,202$13M0.2%2026-Q1
Arkadios Wealth Advisors added59,015$13M0.2%2026-Q1
Private Advisor Group, LLC trimmed57,572$13M0.2%2026-Q1
Bank of New York Mellon Corp trimmed56,112$12M0.2%2026-Q1
WealthCare Investment Partners, LLC added52,153$12M0.2%2026-Q1
Diversify Advisory Services, LLC trimmed53,094$11M0.2%2026-Q1
NorthRock Partners, LLC added51,095$11M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added50,976$11M0.2%2026-Q1
Stone House Investment Management, LLC added49,138$11M0.2%2026-Q1
Concurrent Investment Advisors, LLC added48,041$11M0.2%2026-Q1
NEW WAVE WEALTH ADVISORS LLC added47,386$10M0.2%2026-Q1
Atria Investments, Inc trimmed45,381$10M0.2%2026-Q1
EFG International AG added44,711$10M0.2%2026-Q1
Creative Planning added43,211$9M0.2%2026-Q1
Merit Financial Group, LLC trimmed43,164$9M0.2%2026-Q1
SCOTIA CAPITAL INC. added42,932$9M0.2%2026-Q1
Well Done, LLC added40,468$9M0.2%2026-Q1
OPPENHEIMER & CO INC added39,227$9M0.2%2026-Q1
Ignite Planners, LLC added38,927$9M0.2%2026-Q1
CWM, LLC trimmed37,986$8M0.2%2026-Q1
Kraft, Davis & Associates, LLC added38,014$8M0.2%2026-Q1
MRA Advisory Group trimmed37,593$8M0.2%2026-Q1
CLEAR WAVE WEALTH MANAGEMENT LLC new37,212$8M0.1%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed36,900$8M0.1%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC trimmed36,672$8M0.1%2026-Q1
HARBOUR INVESTMENTS, INC. added36,680$8M0.1%2026-Q1
Quantitative Investment Management, LLC added36,541$8M0.1%2026-Q1
Squarepoint Ops LLC new35,953$8M0.1%2026-Q1
Federation des caisses Desjardins du Quebec added35,069$8M0.1%2026-Q1
CADINHA & CO LLC new34,388$8M0.1%2026-Q1
FOCUS Wealth Advisors, LLC trimmed34,018$7M0.1%2026-Q1
WNY Asset Management, LLC added33,983$7M0.1%2026-Q1
Deane Retirement Strategies, Inc. added33,876$7M0.1%2026-Q1
NewEdge Advisors, LLC trimmed151,110$32M0.6%2025-Q4 stale
SPC Financial, Inc. added149,415$31M0.6%2025-Q3 stale
McElhenny Sheffield Capital Management, LLC trimmed108,981$23M0.4%2025-Q3 stale
Janney Capital Management LLC trimmed104,562$22M0.4%2025-Q4 stale
BAROMETER CAPITAL MANAGEMENT INC. added1,569,380$18M0.3%2025-Q4 stale
SURIENCE PRIVATE WEALTH LLC trimmed64,527$14M0.2%2025-Q3 stale
Marks Wealth, LLC new81,901$13M0.2%2025-Q1 stale
AVANTAX ADVISORY SERVICES, INC. added64,274$12M0.2%2025-Q2 stale
KADENSA CAPITAL Ltd new56,693$11M0.2%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.

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