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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 3,001,157 | $657M | 12.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,997,974 | $656M | 12.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 2,321,685 | $508M | 9.3% | 2026-Q1 |
| UBS Group AG added | 1,729,564 | $378M | 6.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,364,622 | $299M | 5.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 943,175 | $205M | 3.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 773,234 | $169M | 3.1% | 2026-Q1 |
| BlackRock, Inc. added | 717,921 | $157M | 2.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 697,903 | $153M | 2.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 559,124 | $122M | 2.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 578,027 | $122M | 2.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 531,976 | $116M | 2.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 499,791 | $109M | 2.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 381,674 | $83M | 1.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 334,192 | $73M | 1.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 333,668 | $73M | 1.3% | 2026-Q1 |
| Dynasty Wealth Management, LLC added | 313,175 | $69M | 1.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 229,990 | $50M | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 215,949 | $47M | 0.9% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 215,251 | $47M | 0.8% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 188,154 | $41M | 0.8% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 186,144 | $41M | 0.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 177,817 | $39M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 173,088 | $38M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 167,916 | $37M | 0.7% | 2026-Q1 |
| Equitable Holdings, Inc. added | 167,739 | $36M | 0.7% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 148,508 | $32M | 0.6% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC added | 146,539 | $32M | 0.6% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 145,342 | $32M | 0.6% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 140,861 | $30M | 0.5% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC added | 136,311 | $30M | 0.5% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 134,383 | $29M | 0.5% | 2026-Q1 |
| MinichMacGregor Wealth Management, LLC added | 128,568 | $28M | 0.5% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 127,774 | $28M | 0.5% | 2026-Q1 |
| CITIGROUP INC trimmed | 114,778 | $25M | 0.5% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 107,384 | $23M | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. added | 105,077 | $23M | 0.4% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 94,123 | $21M | 0.4% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 93,217 | $20M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 89,697 | $20M | 0.4% | 2026-Q1 |
| Cadent Capital Advisors, LLC trimmed | 85,744 | $19M | 0.3% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 85,107 | $19M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 82,808 | $18M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 79,322 | $17M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 76,937 | $17M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 75,819 | $17M | 0.3% | 2026-Q1 |
| BARCLAYS PLC added | 75,209 | $16M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 74,842 | $16M | 0.3% | 2026-Q1 |
| Chicago Wealth Management, Inc. trimmed | 74,340 | $16M | 0.3% | 2026-Q1 |
| POTOMAC FUND MANAGEMENT INC /ADV added | 70,900 | $16M | 0.3% | 2026-Q1 |
| Prospera Financial Services Inc added | 69,131 | $15M | 0.3% | 2026-Q1 |
| PRUDENTIAL PLC added | 68,083 | $15M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 67,640 | $15M | 0.3% | 2026-Q1 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed | 66,679 | $15M | 0.3% | 2026-Q1 |
| 360 Financial, Inc. added | 65,869 | $14M | 0.3% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 61,102 | $14M | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 59,432 | $13M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 59,388 | $13M | 0.2% | 2026-Q1 |
| Royal Fund Management, LLC added | 59,202 | $13M | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors added | 59,015 | $13M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 57,572 | $13M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 56,112 | $12M | 0.2% | 2026-Q1 |
| WealthCare Investment Partners, LLC added | 52,153 | $12M | 0.2% | 2026-Q1 |
| Diversify Advisory Services, LLC trimmed | 53,094 | $11M | 0.2% | 2026-Q1 |
| NorthRock Partners, LLC added | 51,095 | $11M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 50,976 | $11M | 0.2% | 2026-Q1 |
| Stone House Investment Management, LLC added | 49,138 | $11M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 48,041 | $11M | 0.2% | 2026-Q1 |
| NEW WAVE WEALTH ADVISORS LLC added | 47,386 | $10M | 0.2% | 2026-Q1 |
| Atria Investments, Inc trimmed | 45,381 | $10M | 0.2% | 2026-Q1 |
| EFG International AG added | 44,711 | $10M | 0.2% | 2026-Q1 |
| Creative Planning added | 43,211 | $9M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 43,164 | $9M | 0.2% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 42,932 | $9M | 0.2% | 2026-Q1 |
| Well Done, LLC added | 40,468 | $9M | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 39,227 | $9M | 0.2% | 2026-Q1 |
| Ignite Planners, LLC added | 38,927 | $9M | 0.2% | 2026-Q1 |
| CWM, LLC trimmed | 37,986 | $8M | 0.2% | 2026-Q1 |
| Kraft, Davis & Associates, LLC added | 38,014 | $8M | 0.2% | 2026-Q1 |
| MRA Advisory Group trimmed | 37,593 | $8M | 0.2% | 2026-Q1 |
| CLEAR WAVE WEALTH MANAGEMENT LLC new | 37,212 | $8M | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 36,900 | $8M | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 36,672 | $8M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 36,680 | $8M | 0.1% | 2026-Q1 |
| Quantitative Investment Management, LLC added | 36,541 | $8M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC new | 35,953 | $8M | 0.1% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 35,069 | $8M | 0.1% | 2026-Q1 |
| CADINHA & CO LLC new | 34,388 | $8M | 0.1% | 2026-Q1 |
| FOCUS Wealth Advisors, LLC trimmed | 34,018 | $7M | 0.1% | 2026-Q1 |
| WNY Asset Management, LLC added | 33,983 | $7M | 0.1% | 2026-Q1 |
| Deane Retirement Strategies, Inc. added | 33,876 | $7M | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 151,110 | $32M | 0.6% | 2025-Q4 stale |
| SPC Financial, Inc. added | 149,415 | $31M | 0.6% | 2025-Q3 stale |
| McElhenny Sheffield Capital Management, LLC trimmed | 108,981 | $23M | 0.4% | 2025-Q3 stale |
| Janney Capital Management LLC trimmed | 104,562 | $22M | 0.4% | 2025-Q4 stale |
| BAROMETER CAPITAL MANAGEMENT INC. added | 1,569,380 | $18M | 0.3% | 2025-Q4 stale |
| SURIENCE PRIVATE WEALTH LLC trimmed | 64,527 | $14M | 0.2% | 2025-Q3 stale |
| Marks Wealth, LLC new | 81,901 | $13M | 0.2% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 64,274 | $12M | 0.2% | 2025-Q2 stale |
| KADENSA CAPITAL Ltd new | 56,693 | $11M | 0.2% | 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.
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.