% of shares outstanding is not shown for IGR: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for IGR in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 8,860,3748.9M | $39M | — | TRIM -9% |
| 2 | UBS Group AG | 5,650,9915.7M | $25M | — | TRIM -3% |
| 3 | Penserra Capital Management LLC | 4,120,5794.1M | $18M | — | NEW |
| 4 | WELLS FARGO & COMPANY/MN | 2,905,9912.9M | $13M | — | ADD 29% |
| 5 | FLAGSHIP HARBOR ADVISORS, LLC | 2,234,3532.2M | $10M | — | ADD 13% |
| 6 | BANK OF AMERICA CORP /DE/ | 1,789,8471.8M | $8M | — | TRIM -13% |
| 7 | AMERIPRISE FINANCIAL INC | 1,275,2641.3M | $6M | — | ADD 3% |
| 8 | LPL Financial LLC | 1,133,6501.1M | $5M | — | — |
| 9 | ROYAL BANK OF CANADA | 814,725814,725 | $4M | — | ADD 46% |
| 10 | Sanctuary Advisors, LLC | 768,673768,673 | $3M | — | ADD 18% |
| 11 | OSAIC HOLDINGS, INC. | 406,489406,489 | $2M | — | ADD 8% |
| 12 | WealthTrust Axiom LLC | 356,578356,578 | $2M | — | ADD 8% |
| 13 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 344,166344,166 | $2M | — | ADD 8% |
| 14 | ROMAN BUTLER FULLERTON & CO | 276,840276,840 | $1M | — | — |
| 15 | Tennessee Valley Asset Management Partners | 262,652262,652 | $1M | — | ADD 37% |
| 16 | Cooper Financial Group | 261,404261,404 | $1M | — | ADD 4% |
| 17 | Cetera Investment Advisers | 230,262230,262 | $1M | — | — |
| 18 | RAYMOND JAMES FINANCIAL INC | 226,645226,645 | $994,971 | — | ADD 20% |
| 19 | 180 WEALTH ADVISORS, LLC | 220,375220,375 | $967,444 | — | ADD 11% |
| 20 | GUGGENHEIM CAPITAL LLC | 212,689212,689 | $933,705 | — | — |
| 21 | STIFEL FINANCIAL CORP | 169,917169,917 | $745,918 | — | TRIM -11% |
| 22 | Rayburn West Financial Services LLC | 161,570161,570 | $709,292 | — | ADD 5% |
| 23 | Investment Partners Asset Management, Inc. | 152,845152,845 | $670,990 | — | TRIM -18% |
| 24 | Rockefeller Capital Management L.P. | 151,507151,507 | $665,116 | — | TRIM -17% |
| 25 | Mariner, LLC | 126,573126,573 | $550,715 | — | TRIM -7% |
| 26 | READYSTATE ASSET MANAGEMENT LP | 102,908102,908 | $451,766 | — | TRIM -93% |
| 27 | GFS Advisors, LLC | 6,7696,769 | $424,281 | — | NEW |
| 28 | Samalin Investment Counsel, LLC | 96,08696,086 | $421,816 | — | ADD 7% |
| 29 | IHT Wealth Management, LLC | 92,97892,978 | $408,174 | — | — |
| 30 | NWF Advisory Services Inc. | 82,30082,300 | $361,297 | — | ADD 32% |
| 31 | Moors & Cabot, Inc. | 75,03475,034 | $329,399 | — | TRIM -2% |
| 32 | Compound Planning, Inc. | 73,40573,405 | $322,249 | — | — |
| 33 | Merit Financial Group, LLC | 71,20671,206 | $312,596 | — | TRIM -10% |
| 34 | FIFTH THIRD BANCORP | 69,15869,158 | $303,604 | — | ADD 2205% |
| 35 | Virtu Financial LLC | 68,93068,930 | $303,000 | — | ADD 85% |
| 36 | Cambridge Investment Research Advisors, Inc. | 61,68361,683 | $271,000 | — | ADD 3% |
| 37 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 60,35860,358 | $267,386 | — | ADD 4% |
| 38 | XTX Topco Ltd | 57,05557,055 | $250,471 | — | TRIM -28% |
| 39 | CHOREO, LLC | 56,18456,184 | $246,648 | — | TRIM -18% |
| 40 | Live Oak Private Wealth LLC | 54,88454,884 | $240,941 | — | — |
| 41 | Sunpointe, LLC | 52,57552,575 | $230,804 | — | TRIM -22% |
| 42 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 50,15450,154 | $220,176 | — | TRIM -90% |
| 43 | Janney Montgomery Scott LLC | 50,15850,158 | $220,000 | — | TRIM -5% |
| 44 | Z3 Capital Partners, LLC | 50,08550,085 | $219,873 | — | — |
| 45 | Alteri Wealth LLC | 44,71744,717 | $196,307 | — | ADD 26% |
| 46 | SeaCrest Wealth Management, LLC | 44,03044,030 | $193,292 | — | TRIM -5% |
| 47 | ECLECTIC ASSOCIATES INC /ADV | 41,69841,698 | $183,054 | — | ADD 74% |
| 48 | QUATTRO FINANCIAL ADVISORS LLC | 40,29140,291 | $176,877 | — | — |
| 49 | COMMONWEALTH EQUITY SERVICES, LLC | 37,56137,561 | $164,890 | — | TRIM -14% |
| 50 | EP Wealth Advisors, LLC | 35,24935,249 | $154,744 | — | TRIM -4% |
| 51 | ACCREDITED INVESTOR SERVICES, LLC | 32,43132,431 | $142,372 | — | NEW |
| 52 | Vestmark Advisory Solutions, Inc. | 30,93830,938 | $135,819 | — | TRIM -17% |
| 53 | ELEVATION POINT WEALTH PARTNERS, LLC | 30,93830,938 | $135,819 | — | TRIM -17% |
| 54 | LEAVELL INVESTMENT MANAGEMENT, INC. | 29,50029,500 | $129,505 | — | ADD 16% |
| 55 | Integrity Wealth Partners, LLC | 29,38629,386 | $129,003 | — | NEW |
| 56 | Balyasny Asset Management L.P. | 29,13129,131 | $127,885 | — | NEW |
| 57 | PARK AVENUE SECURITIES LLC | 28,69428,694 | $126,000 | — | TRIM -16% |
| 58 | Indivisible Partners | 26,74426,744 | $117,406 | — | ADD 120% |
| 59 | CITADEL ADVISORS LLC | 25,32125,321 | $111,159 | — | NEW |
| 60 | ENVESTNET ASSET MANAGEMENT INC | 24,58724,587 | $107,937 | — | ADD 26% |
| 61 | BOOTHBAY FUND MANAGEMENT, LLC | 22,39722,397 | $98,323 | — | ADD 106% |
| 62 | NewEdge Advisors, LLC | 22,02022,020 | $96,988 | — | TRIM -44% |
| 63 | Corient Private Wealth LLC | 21,09021,090 | $92,190 | — | TRIM -50% |
| 64 | Sigma Planning Corp | 20,04120,041 | $87,979 | — | — |
| 65 | CAPTRUST FINANCIAL ADVISORS | 18,95718,957 | $83,221 | — | — |
| 66 | KESTRA PRIVATE WEALTH SERVICES, LLC | 18,50018,500 | $81,215 | — | TRIM -2% |
| 67 | DECISION INVESTMENTS, INC | 17,72017,720 | $77,791 | — | TRIM -11% |
| 68 | BURNEY CO/ | 17,63917,639 | $77,434 | — | — |
| 69 | D.A. DAVIDSON & CO. | 17,24517,245 | $75,708 | — | TRIM -4% |
| 70 | Steward Partners Investment Advisory, LLC | 17,07217,072 | $74,946 | — | ADD 17% |
| 71 | Fiduciary Group, LLC | 15,95315,953 | $70,034 | — | — |
| 72 | Kovack Advisors, Inc. | 15,32415,324 | $67,272 | — | — |
| 73 | CENTRAL TRUST Co | 15,27815,278 | $67,071 | — | NEW |
| 74 | Pinnacle Wealth Planning Services, Inc. | 15,13815,138 | $66,456 | — | TRIM -27% |
| 75 | One Capital Management, LLC | 14,64214,642 | $64,278 | — | — |
| 76 | AE Wealth Management LLC | 14,50014,500 | $63,655 | — | — |
| 77 | Integrity Advisory Solutions, LLC | 14,48314,483 | $63,580 | — | ADD 13% |
| 78 | Holistic Financial Partners | 14,44014,440 | $63,392 | — | — |
| 79 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 14,41114,411 | $63,264 | — | — |
| 80 | Creative Planning | 14,34214,342 | $62,962 | — | TRIM -23% |
| 81 | Occidental Asset Management, LLC | 13,82413,824 | $60,687 | — | TRIM -18% |
| 82 | AMERIFLEX GROUP, INC. | 13,70013,700 | $60,143 | — | — |
| 83 | Summit Financial, LLC | 13,08713,087 | $57,453 | — | NEW |
| 84 | GREAT VALLEY ADVISOR GROUP, INC. | 13,07313,073 | $57,391 | — | ADD 3% |
| 85 | OPPENHEIMER & CO INC | 12,00912,009 | $52,720 | — | NEW |
| 86 | Sowell Financial Services LLC | 11,99811,998 | $52,673 | — | — |
| 87 | Private Advisor Group, LLC | 11,66111,661 | $51,191 | — | TRIM -16% |
| 88 | Future Financial Wealth Managment LLC | 10,00010,000 | $47,600 | — | — |
| 89 | Fifth Third Wealth Advisors LLC | 10,79110,791 | $47,372 | — | — |
| 90 | Focus Partners Wealth | 10,51710,517 | $46,172 | — | NEW |
| 91 | PFG Investments, LLC | 10,39610,396 | $45,637 | — | ADD 3% |
| 92 | US BANCORP \DE\ | 10,36910,369 | $45,520 | — | ADD 57% |
| 93 | STEPHENS INC /AR/ | 10,27810,278 | $45,120 | — | — |
| 94 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,15410,154 | $44,576 | — | TRIM -86% |
| 95 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10,44710,447 | $44,295 | — | — |
| 96 | Medallion Wealth Advisors, LLC | 8,3608,360 | $36,701 | — | — |
| 97 | Nova Wealth Management, Inc. | 7,8977,897 | $34,668 | — | — |
| 98 | WPG Advisers, LLC | 6,7096,709 | $29,453 | — | TRIM -13% |
| 99 | Larson Financial Group LLC | 6,0846,084 | $26,710 | — | — |
| 100 | PNC FINANCIAL SERVICES GROUP, INC. | 5,0345,034 | $22,100 | — | TRIM -4% |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 11.0M | 11.5M | 10.5M | 10.6M | 9.8M | 8.9M | $39M |
| UBS Group AG | 5.2M | 5.4M | 5.3M | 5.5M | 5.8M | 5.7M | $25M |
| Penserra Capital Management LLC | 3.4M | 3.6M | 3.7M | — | — | 4.1M | $18M |
| WELLS FARGO & COMPANY/MN | 1.3M | 1.5M | 1.6M | 1.9M | 2.2M | 2.9M | $13M |
| FLAGSHIP HARBOR ADVISORS, LLC | 1.2M | 1.9M | 1.9M | 2.0M | 2.0M | 2.2M | $10M |
| BANK OF AMERICA CORP /DE/ | 2.0M | 1.8M | 1.8M | 1.9M | 2.1M | 1.8M | $8M |
| AMERIPRISE FINANCIAL INC | 856K | 898K | 946K | 1.0M | 1.2M | 1.3M | $6M |
| LPL Financial LLC | 779K | 849K | 944K | 1.1M | 1.1M | 1.1M | $5M |
| ROYAL BANK OF CANADA | 310K | 365K | 960K | 547K | 558K | 815K | $4M |
| Sanctuary Advisors, LLC | 604K | 535K | 576K | 1.2M | 653K | 769K | $3M |
| OSAIC HOLDINGS, INC. | 509K | 486K | 507K | 521K | 376K | 406K | $2M |
| WealthTrust Axiom LLC | 338K | 352K | 353K | 334K | 330K | 357K | $2M |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 250K | 269K | 292K | 304K | 318K | 344K | $2M |
| ROMAN BUTLER FULLERTON & CO | 246K | 255K | 258K | 270K | 272K | 277K | $1M |
| Tennessee Valley Asset Management Partners | — | — | — | 129K | 192K | 263K | $1M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Penserra Capital Management LLC | +4,120,579 | $18M | OPEN |
| WELLS FARGO & COMPANY/MN | +659,947 | $3M | ADD |
| ROYAL BANK OF CANADA | +256,993 | $1M | ADD |
| FLAGSHIP HARBOR ADVISORS, LLC | +252,781 | $1M | ADD |
| Sanctuary Advisors, LLC | +116,157 | $509,929 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| ABSOLUTE INVESTMENT ADVISERS, LLC | −1,333,225 | $6M | CLOSE |
| READYSTATE ASSET MANAGEMENT LP | −1,270,451 | $6M | TRIM |
| MORGAN STANLEY | −897,270 | $4M | TRIM |
| WOLVERINE ASSET MANAGEMENT LLC | −537,473 | $2M | CLOSE |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | −448,019 | $2M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 126 | 35,462,081 | — | $156M |
| 2025-Q4 | 132 | 36,641,623 | — | $161M |
| 2025-Q3 | 116 | 32,824,003 | — | $169M |
| 2025-Q2 | 117 | 35,575,196 | — | $188M |
| 2025-Q1 | 117 | 35,762,439 | — | $185M |
| 2024-Q4 | 133 | 34,812,699 | — | $168M |
| 2024-Q3 | 107 | 34,318,775 | — | $225M |
| 2024-Q2 | 113 | 34,230,095 | — | $172M |
| 2024-Q1 | 121 | 59,027,527 | — | $317M |
| 2023-Q4 | 133 | 50,798,186 | — | $276M |
| 2023-Q3 | 123 | 42,457,349 | — | $191M |
| 2023-Q2 | 135 | 44,218,873 | — | $231M |
| 2023-Q1 | 124 | 29,259,645 | — | $155M |
| 2022-Q4 | 125 | 26,849,215 | — | $154M |
| 2022-Q3 | 118 | 27,836,926 | — | $161M |
| 2022-Q2 | 126 | 29,859,545 | — | $217M |
| 2022-Q1 | 126 | 31,443,603 | — | $284M |
| 2021-Q4 | 127 | 31,290,199 | — | $306M |
| 2021-Q3 | 117 | 31,490,713 | — | $264M |
| 2021-Q2 | 119 | 32,304,047 | — | $285M |
| 2021-Q1 | 124 | 32,759,304 | — | $256M |
| 2020-Q4 | 124 | 30,523,344 | — | $210M |
| 2020-Q3 | 130 | 30,165,720 | — | $180M |
| 2020-Q2 | 119 | 30,531,754 | — | $182M |
| 2020-Q1 | 132 | 28,690,072 | — | $150M |
| 2019-Q4 | 119 | 28,594,706 | — | $230M |
| 2019-Q3 | 115 | 28,080,233 | — | $222M |
| 2019-Q2 | 127 | 29,191,364 | — | $219M |
| 2019-Q1 | 124 | 31,386,443 | — | $234M |
| 2018-Q4 | 126 | 30,800,513 | — | $190M |
| 2018-Q3 | 113 | 26,574,956 | — | $195M |
| 2018-Q2 | 115 | 26,891,504 | — | $205M |
| 2018-Q1 | 103 | 26,441,600 | — | $193M |
| 2017-Q4 | 106 | 26,595,791 | — | $211M |
| 2017-Q3 | 87 | 25,680,344 | — | $203M |
| 2017-Q2 | 89 | 25,830,400 | — | $199M |
| 2017-Q1 | 86 | 28,695,357 | — | $214M |
| 2016-Q4 | 96 | 31,547,450 | — | $230M |
| 2016-Q3 | 91 | 27,540,709 | — | $231M |
| 2016-Q2 | 93 | 28,173,933 | — | $232M |
| 2016-Q1 | 99 | 30,043,418 | — | $234M |
| 2015-Q4 | 95 | 30,230,078 | — | $231M |
| 2015-Q3 | 84 | 28,606,005 | — | $211M |
| 2015-Q2 | 82 | 27,639,851 | — | $220M |
| 2015-Q1 | 89 | 26,223,184 | — | $235M |
| 2014-Q4 | 96 | 25,623,815 | — | $237M |
| 2014-Q3 | 95 | 22,750,415 | — | $191M |
| 2014-Q2 | 88 | 21,878,013 | — | $199M |
| 2014-Q1 | 91 | 21,572,157 | — | $180M |
| 2013-Q4 | 94 | 20,801,521 | — | $165M |
| 2013-Q3 | 78 | 18,847,963 | — | $152M |
| 2013-Q2 | 78 | 17,690,439 | — | $160M |
| 2013-Q1 | 4 | 435,376 | — | $4M |
