Who owns 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-Q2 13F filings (latest filed 2026-09-02). 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
243 tracked funds added or opened ITA while 132 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
ITA’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 0.1% 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 2026-Q1 and 2026-Q2, across 1003 tracked filers holding ITA, 479 increased or opened the position and 462 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 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 35
- MEITAV INVESTMENT HOUSE LTD$22M
- Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$11M
- NewEdge Advisors, LLC$10M
- J.W. COLE ADVISORS, INC.$9M
- Capstone Wealth Management Group, Inc.$5M
- Global Retirement Partners, LLC$5M
Full exits 61
- Janney Montgomery Scott LLC$41M
- HighTower Advisors, LLC$39M
- Cambridge Investment Research Advisors, Inc.$37M
- PARK AVENUE SECURITIES LLC$19M
- Thrivent Financial for Lutherans$17M
- POTOMAC FUND MANAGEMENT INC /ADV$16M
Largest adds
- Phoenix Financial Ltd.$309M
- BANK OF AMERICA CORP /DE/$76M
- AMERIPRISE FINANCIAL INC$70M
- WELLS FARGO & COMPANY/MN$55M
- LPL Financial LLC$54M
- GOLDMAN SACHS GROUP INC$51M
Largest trims
- UBS Group AG$235M
- D. E. Shaw & Co., Inc.$23M
- Qube Research & Technologies Ltd$21M
- Chicago Wealth Management, Inc.$16M
- MORGAN STANLEY$14M
- DIVERSIFY WEALTH MANAGEMENT, LLC$14M
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/ added | 3,017,072 | $731M | 12.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,648,724 | $642M | 10.9% | 2026-Q2 |
| LPL Financial LLC trimmed | 2,318,935 | $562M | 9.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,457,545 | $353M | 6.0% | 2026-Q2 |
| Phoenix Financial Ltd. added | 1,278,993 | $310M | 5.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,132,506 | $275M | 4.7% | 2026-Q2 |
| BlackRock, Inc. added | 786,640 | $191M | 3.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 765,331 | $186M | 3.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 655,978 | $159M | 2.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 617,649 | $150M | 2.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 616,653 | $149M | 2.5% | 2026-Q2 |
| UBS Group AG trimmed | 592,720 | $144M | 2.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 560,045 | $134M | 2.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 533,033 | $129M | 2.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 403,807 | $98M | 1.7% | 2026-Q2 |
| Cetera Investment Advisers added | 398,559 | $97M | 1.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 366,065 | $89M | 1.5% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 348,483 | $84M | 1.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 343,700 | $83M | 1.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 271,717 | $64M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 218,958 | $53M | 0.9% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 214,403 | $52M | 0.9% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 207,319 | $50M | 0.9% | 2026-Q2 |
| Equitable Holdings, Inc. added | 202,455 | $49M | 0.8% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 193,637 | $47M | 0.8% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 161,313 | $39M | 0.7% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC added | 157,421 | $38M | 0.6% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 127,944 | $31M | 0.5% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 126,827 | $31M | 0.5% | 2026-Q2 |
| CITIGROUP INC added | 119,943 | $29M | 0.5% | 2026-Q2 |
| IFP Advisors, Inc added | 109,759 | $27M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 107,690 | $26M | 0.4% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 98,679 | $24M | 0.4% | 2026-Q2 |
| Cadent Capital Advisors, LLC added | 91,179 | $22M | 0.4% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 90,461 | $22M | 0.4% | 2026-Q2 |
| MEITAV INVESTMENT HOUSE LTD new | 90,081 | $22M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 89,817 | $21M | 0.4% | 2026-Q2 |
| BARCLAYS PLC added | 88,191 | $21M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 79,250 | $19M | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc added | 72,809 | $18M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 72,782 | $18M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 71,785 | $17M | 0.3% | 2026-Q2 |
| MinichMacGregor Wealth Management, LLC trimmed | 68,882 | $17M | 0.3% | 2026-Q2 |
| 360 Financial, Inc. added | 68,015 | $16M | 0.3% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 66,670 | $16M | 0.3% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 66,670 | $16M | 0.3% | 2026-Q2 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed | 66,008 | $16M | 0.3% | 2026-Q2 |
| Advisory Services Network, LLC added | 64,909 | $16M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 59,421 | $14M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 56,892 | $14M | 0.2% | 2026-Q2 |
| Stone House Investment Management, LLC added | 55,650 | $13M | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 55,500 | $13M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 52,866 | $13M | 0.2% | 2026-Q2 |
| WealthCare Investment Partners, LLC trimmed | 51,841 | $13M | 0.2% | 2026-Q2 |
| NorthRock Partners, LLC added | 51,275 | $12M | 0.2% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 50,883 | $12M | 0.2% | 2026-Q2 |
| TD Waterhouse Canada Inc. trimmed | 48,878 | $12M | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 48,121 | $12M | 0.2% | 2026-Q2 |
| Creative Planning added | 47,028 | $11M | 0.2% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 46,429 | $11M | 0.2% | 2026-Q2 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD new | 44,300 | $11M | 0.2% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 43,889 | $11M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 43,602 | $11M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 43,049 | $10M | 0.2% | 2026-Q2 |
| CLEAR WAVE WEALTH MANAGEMENT LLC added | 43,008 | $10M | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 42,992 | $10M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 42,080 | $10M | 0.2% | 2026-Q2 |
| Kraft, Davis & Associates, LLC added | 39,541 | $9M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 39,088 | $9M | 0.2% | 2026-Q2 |
| Ignite Planners, LLC trimmed | 38,600 | $9M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 37,982 | $9M | 0.2% | 2026-Q2 |
| MRA Advisory Group added | 37,956 | $9M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 37,663 | $9M | 0.2% | 2026-Q2 |
| Well Done, LLC trimmed | 37,594 | $9M | 0.2% | 2026-Q2 |
| WNY Asset Management, LLC added | 35,997 | $9M | 0.1% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 34,670 | $8M | 0.1% | 2026-Q2 |
| Trek Financial, LLC added | 34,330 | $8M | 0.1% | 2026-Q2 |
| Kilter Group LLC added | 34,326 | $8M | 0.1% | 2026-Q2 |
| FOCUS Wealth Advisors, LLC trimmed | 33,667 | $8M | 0.1% | 2026-Q2 |
| CADINHA & CO LLC trimmed | 32,693 | $8M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 32,463 | $8M | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 32,379 | $8M | 0.1% | 2026-Q2 |
| ARRIEN INVESTMENTS, INC. trimmed | 32,282 | $8M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 32,188 | $8M | 0.1% | 2026-Q2 |
| COTTONWOOD CAPITAL ADVISORS, LLC added | 31,762 | $8M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 31,731 | $8M | 0.1% | 2026-Q2 |
| PARAGON FINANCIAL PARTNERS, INC. added | 31,115 | $7M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 30,951 | $8M | 0.1% | 2026-Q2 |
| Bluesphere Advisors LLC trimmed | 30,772 | $7M | 0.1% | 2026-Q2 |
| EFG International AG trimmed | 30,735 | $7M | 0.1% | 2026-Q2 |
| Yarbrough Capital, LLC | 30,393 | $7M | 0.1% | 2026-Q2 |
| Accel Wealth Management added | 30,190 | $7M | 0.1% | 2026-Q2 |
| Xcelsior Advisor Partners LLC added | 28,932 | $7M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 28,656 | $7M | 0.1% | 2026-Q2 |
| PW Nova Financial Services LLC added | 28,444 | $7M | 0.1% | 2026-Q2 |
| BCS Private Wealth Management, Inc. added | 28,094 | $7M | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 27,875 | $7M | 0.1% | 2026-Q2 |
| Principle Wealth Partners LLC added | 27,311 | $7M | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. trimmed | 27,082 | $7M | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 27,012 | $7M | 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.