% of shares outstanding is not shown for IGSB: 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 IGSB 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 | NORTHERN TRUST CORP | 24,747,40624.7M | $1.3B | — | — |
| 2 | Matson Money. Inc. | 14,888,81514.9M | $783M | — | ADD 5% |
| 3 | BlackRock, Inc. | 12,739,10812.7M | $670M | — | ADD 7% |
| 4 | EP Wealth Advisors, LLC | 11,720,72911.7M | $616M | — | ADD 11% |
| 5 | AMERIPRISE FINANCIAL INC | 10,444,92910.4M | $550M | — | TRIM -21% |
| 6 | BANK OF AMERICA CORP /DE/ | 9,006,3029.0M | $473M | — | ADD 15% |
| 7 | MORGAN STANLEY | 8,946,9368.9M | $470M | — | ADD 4% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 7,001,3247.0M | $368M | — | ADD 16% |
| 9 | BARINGS LLC | 6,840,0276.8M | $360M | — | — |
| 10 | GOLDMAN SACHS GROUP INC | 6,131,7876.1M | $322M | — | TRIM -33% |
| 11 | Pure Financial Advisors, LLC | 6,092,4756.1M | $320M | — | ADD 8% |
| 12 | UBS Group AG | 5,502,7295.5M | $289M | — | ADD 11% |
| 13 | CAPTRUST FINANCIAL ADVISORS | 5,486,2925.5M | $288M | — | ADD 13% |
| 14 | ALLSTATE CORP | 4,962,2535.0M | $261M | — | TRIM -6% |
| 15 | WELLS FARGO & COMPANY/MN | 4,686,2504.7M | $246M | — | ADD 28% |
| 16 | RAYMOND JAMES FINANCIAL INC | 4,213,3824.2M | $221M | — | ADD 10% |
| 17 | STIFEL FINANCIAL CORP | 4,135,7874.1M | $217M | — | ADD 19% |
| 18 | PNC FINANCIAL SERVICES GROUP, INC. | 3,814,0003.8M | $200M | — | — |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,797,8433.8M | $200M | — | TRIM -66% |
| 20 | Members Trust Co | 3,244,4333.2M | $171M | — | ADD 6% |
| 21 | Focus Partners Wealth | 3,049,0843.0M | $161M | — | ADD 44% |
| 22 | LPL Financial LLC | 3,001,8453.0M | $158M | — | — |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 2,975,9693.0M | $156M | — | ADD 5% |
| 24 | PRUDENTIAL FINANCIAL INC | 2,457,5692.5M | $129M | — | ADD 522% |
| 25 | TRUIST FINANCIAL CORP | 2,416,3192.4M | $127M | — | ADD 4% |
| 26 | FLPUTNAM INVESTMENT MANAGEMENT CO | 2,408,9992.4M | $127M | — | ADD 4% |
| 27 | FMR LLC | 2,348,5852.3M | $123M | — | — |
| 28 | ROYAL BANK OF CANADA | 2,130,3622.1M | $112M | — | — |
| 29 | Composition Wealth, LLC | 2,079,5252.1M | $109M | — | ADD 7% |
| 30 | Point72 Asset Management, L.P. | 2,028,5002.0M | $107M | — | ADD 8% |
| 31 | KEYBANK NATIONAL ASSOCIATION/OH | 1,954,7132.0M | $103M | — | ADD 8% |
| 32 | Haverford Trust Co | 1,935,0291.9M | $102M | — | ADD 5% |
| 33 | HighTower Advisors, LLC | 1,828,4651.8M | $96M | — | ADD 3% |
| 34 | Busey Bank | 1,821,3391.8M | $96M | — | — |
| 35 | Parkside Investments, LLC | 1,763,3331.8M | $93M | — | ADD 10% |
| 36 | Williams Jones Wealth Management, LLC. | 1,750,3601.8M | $92M | — | — |
| 37 | MAI Capital Management | 1,722,2561.7M | $91M | — | ADD 10% |
| 38 | ASSETMARK, INC | 1,691,6331.7M | $89M | — | ADD 5% |
| 39 | MML INVESTORS SERVICES, LLC | 1,596,4731.6M | $84M | — | — |
| 40 | One Capital Management, LLC | 1,571,9111.6M | $83M | — | ADD 14% |
| 41 | RiverFront Investment Group, LLC | 1,556,1151.6M | $82M | — | ADD 14% |
| 42 | Destination Wealth Management | 1,548,5291.5M | $81M | — | ADD 3% |
| 43 | JPMORGAN CHASE & CO | 1,482,8661.5M | $78M | — | TRIM -47% |
| 44 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1,460,2561.5M | $77M | — | ADD 3% |
| 45 | Cetera Investment Advisers | 1,367,0191.4M | $72M | — | ADD 6% |
| 46 | Mariner, LLC | 1,342,6381.3M | $71M | — | ADD 2% |
| 47 | US BANCORP \DE\ | 1,293,4271.3M | $68M | — | ADD 3% |
| 48 | SONA ASSET MANAGEMENT (US) LLC | 1,254,4541.3M | $66M | — | TRIM -45% |
| 49 | BANK OF MONTREAL /CAN/ | 1,106,6691.1M | $58M | — | ADD 31% |
| 50 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1,039,6701.0M | $55M | — | — |
| 51 | PALISADE CAPITAL MANAGEMENT, LP | 1,007,6821.0M | $53M | — | ADD 47% |
| 52 | Dakota Wealth Management | 991,241991,241 | $52M | — | ADD 7% |
| 53 | TD PRIVATE CLIENT WEALTH LLC | 987,732987,732 | $52M | — | ADD 21% |
| 54 | Sumitomo Mitsui Trust Group, Inc. | 987,000987,000 | $52M | — | TRIM -10% |
| 55 | GREENWOOD GEARHART LLC | 985,453985,453 | $52M | — | ADD 6% |
| 56 | BENJAMIN EDWARDS INC | 982,165982,165 | $52M | — | ADD 82% |
| 57 | Kestra Advisory Services, LLC | 966,218966,218 | $51M | — | ADD 228% |
| 58 | Cerity Partners LLC | 950,858950,858 | $50M | — | ADD 8% |
| 59 | Zurich Insurance Group Ltd/FI | 894,272894,272 | $47M | — | — |
| 60 | Bangor Savings Bank | 871,116871,116 | $46M | — | ADD 4% |
| 61 | CUTLER INVESTMENT COUNSEL LLC | 853,088853,088 | $45M | — | — |
| 62 | Fiduciary Trust Co | 845,970845,970 | $44M | — | — |
| 63 | Janney Montgomery Scott LLC | 826,787826,787 | $43M | — | ADD 4% |
| 64 | RITHOLTZ WEALTH MANAGEMENT | 821,050821,050 | $43M | — | ADD 5% |
| 65 | Pathstone Holdings, LLC | 791,127791,127 | $42M | — | ADD 4% |
| 66 | PDS Planning, Inc | 768,523768,523 | $40M | — | ADD 5% |
| 67 | Stockman Wealth Management, Inc. | 735,698735,698 | $39M | — | ADD 9% |
| 68 | Clearwater Capital Advisors, LLC | 734,445734,445 | $39M | — | TRIM -5% |
| 69 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 729,994729,994 | $38M | — | ADD 8% |
| 70 | Nelson Capital Management, LLC | 724,911724,911 | $38M | — | ADD 10% |
| 71 | OSAIC HOLDINGS, INC. | 689,328689,328 | $36M | — | TRIM -22% |
| 72 | Parallel Advisors, LLC | 655,468655,468 | $34M | — | ADD 129% |
| 73 | Schaeffer Financial LLC | 649,372649,372 | $34M | — | ADD 6% |
| 74 | Rockefeller Capital Management L.P. | 647,210647,210 | $34M | — | ADD 4% |
| 75 | MONOGRAPH WEALTH ADVISORS, LLC | 636,594636,594 | $33M | — | ADD 13% |
| 76 | Envestnet Portfolio Solutions, Inc. | 620,262620,262 | $33M | — | — |
| 77 | LEAVELL INVESTMENT MANAGEMENT, INC. | 602,484602,484 | $32M | — | ADD 9% |
| 78 | ARKANSAS FINANCIAL GROUP, INC. | 589,543589,543 | $31M | — | — |
| 79 | NorthCoast Asset Management LLC | 582,929582,929 | $31M | — | ADD 107% |
| 80 | NewSquare Capital LLC | 580,167580,167 | $30M | — | ADD 11% |
| 81 | Chicago Partners Investment Group LLC | 569,762569,762 | $30M | — | ADD 10% |
| 82 | Prime Capital Investment Advisors, LLC | 569,198569,198 | $30M | — | ADD 3% |
| 83 | STEPHENS INC /AR/ | 565,737565,737 | $30M | — | — |
| 84 | RENAISSANCE TECHNOLOGIES LLC | 544,563544,563 | $29M | — | ADD 517% |
| 85 | Klaas Financial Asset Advisors, LLC | 538,501538,501 | $28M | — | TRIM -49% |
| 86 | Bank of New York Mellon Corp | 519,996519,996 | $27M | — | ADD 17% |
| 87 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 514,896514,896 | $27M | — | TRIM -9% |
| 88 | OneDigital Investment Advisors LLC | 508,965508,965 | $27M | — | TRIM -4% |
| 89 | Beacon Pointe Advisors, LLC | 500,718500,718 | $26M | — | TRIM -3% |
| 90 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 489,825489,825 | $26M | — | TRIM -4% |
| 91 | Baird Financial Group, Inc. | 484,583484,583 | $25M | — | ADD 25% |
| 92 | DT Investment Partners, LLC | 477,357477,357 | $25M | — | — |
| 93 | Lutz Financial Services LLC | 475,169475,169 | $25M | — | TRIM -2% |
| 94 | Fiduciary Group, LLC | 473,633473,633 | $25M | — | ADD 5% |
| 95 | Wellington Grp LLC | 470,262470,262 | $25M | — | ADD 9% |
| 96 | ARCH CAPITAL GROUP LTD. | 469,378469,378 | $25M | — | — |
| 97 | AE Wealth Management LLC | 453,296453,296 | $24M | — | ADD 59% |
| 98 | LAZARD ASSET MANAGEMENT LLC | 447,444447,444 | $24M | — | — |
| 99 | Courage Miller Partners, LLC | 447,305447,305 | $24M | — | ADD 3% |
| 100 | Blue Fin Capital, Inc. | 440,329440,329 | $23M | — | ADD 8% |
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 |
|---|---|---|---|---|---|---|---|
| NORTHERN TRUST CORP | 21.8M | 22.3M | 23.1M | 23.9M | 24.5M | 24.7M | $1.3B |
| Matson Money. Inc. | 13.5M | 13.3M | 13.3M | 13.6M | 14.1M | 14.9M | $783M |
| BlackRock, Inc. | 12.7M | 20.3M | 14.7M | 11.7M | 11.9M | 12.7M | $670M |
| EP Wealth Advisors, LLC | 5.2M | 5.7M | 7.8M | — | 10.5M | 11.7M | $616M |
| AMERIPRISE FINANCIAL INC | 13.3M | 13.8M | 12.9M | 13.2M | 13.2M | 10.4M | $550M |
| BANK OF AMERICA CORP /DE/ | 7.0M | 8.1M | 8.6M | 7.3M | 7.8M | 9.0M | $473M |
| MORGAN STANLEY | 7.5M | 7.7M | 7.4M | 8.2M | 8.6M | 8.9M | $470M |
| ENVESTNET ASSET MANAGEMENT INC | 4.7M | 5.7M | 5.8M | 6.4M | 6.0M | 7.0M | $368M |
| BARINGS LLC | 6.8M | 6.8M | 6.8M | 6.8M | 6.8M | 6.8M | $360M |
| GOLDMAN SACHS GROUP INC | 8.5M | 8.2M | 7.7M | 8.3M | 9.1M | 6.1M | $322M |
| Pure Financial Advisors, LLC | 4.1M | 4.6M | 4.8M | 5.2M | 5.6M | 6.1M | $320M |
| UBS Group AG | 4.9M | 4.5M | 4.6M | 4.6M | 5.0M | 5.5M | $289M |
| CAPTRUST FINANCIAL ADVISORS | 2.9M | 4.0M | 4.2M | 4.6M | 4.8M | 5.5M | $288M |
| ALLSTATE CORP | 4.1M | 4.1M | 4.9M | 6.9M | 5.3M | 5.0M | $261M |
| WELLS FARGO & COMPANY/MN | 4.0M | 3.4M | 3.3M | 3.4M | 3.7M | 4.7M | $246M |
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 | |
|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | +2,062,569 | $108M | ADD |
| EP Wealth Advisors, LLC | +1,203,630 | $63M | ADD |
| BANK OF AMERICA CORP /DE/ | +1,162,839 | $61M | ADD |
| WELLS FARGO & COMPANY/MN | +1,034,716 | $54M | ADD |
| ENVESTNET ASSET MANAGEMENT INC | +989,409 | $52M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | −7,295,975 | $383M | TRIM |
| GOLDMAN SACHS GROUP INC | −2,973,156 | $156M | TRIM |
| AMERIPRISE FINANCIAL INC | −2,752,960 | $145M | TRIM |
| JPMORGAN CHASE & CO | −1,296,175 | $68M | TRIM |
| MARYLAND CAPITAL ADVISORS INC. | −1,241,553 | $65M | CLOSE |
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 | 1,003 | 297,417,460 | — | $15.6B |
| 2025-Q4 | 1,011 | 300,670,045 | — | $15.9B |
| 2025-Q3 | 948 | 292,115,405 | — | $15.5B |
| 2025-Q2 | 943 | 314,844,599 | — | $16.6B |
| 2025-Q1 | 941 | 312,677,327 | — | $16.4B |
| 2024-Q4 | 953 | 308,982,828 | — | $15.9B |
| 2024-Q3 | 887 | 303,052,990 | — | $15.8B |
| 2024-Q2 | 876 | 299,090,619 | — | $15.2B |
| 2024-Q1 | 884 | 331,800,381 | — | $17.0B |
| 2023-Q4 | 911 | 330,274,014 | — | $16.6B |
| 2023-Q3 | 872 | 338,687,419 | — | $16.6B |
| 2023-Q2 | 879 | 350,728,388 | — | $17.5B |
| 2023-Q1 | 899 | 380,929,338 | — | $18.9B |
| 2022-Q4 | 921 | 359,341,768 | — | $17.9B |
| 2022-Q3 | 869 | 312,900,958 | — | $14.4B |
| 2022-Q2 | 900 | 313,399,121 | — | $14.8B |
| 2022-Q1 | 924 | 307,764,375 | — | $15.1B |
| 2021-Q4 | 944 | 311,652,196 | — | $16.0B |
| 2021-Q3 | 905 | 329,770,872 | — | $17.1B |
| 2021-Q2 | 902 | 382,211,535 | — | $21.6B |
| 2021-Q1 | 893 | 346,924,247 | — | $19.6B |
| 2020-Q4 | 887 | 311,819,464 | — | $17.9B |
| 2020-Q3 | 787 | 261,745,044 | — | $13.7B |
| 2020-Q2 | 760 | 227,756,625 | — | $11.9B |
| 2020-Q1 | 660 | 166,102,908 | — | $8.1B |
| 2019-Q4 | 658 | 176,654,915 | — | $8.6B |
| 2019-Q3 | 612 | 160,182,422 | — | $8.0B |
| 2019-Q2 | 589 | 155,448,468 | — | $7.7B |
| 2019-Q1 | 578 | 140,020,790 | — | $6.8B |
| 2018-Q4 | 567 | 139,583,716 | — | $6.7B |
| 2018-Q3 | 535 | 138,130,542 | — | $7.4B |
| 2018-Q2 | 551 | 73,708,544 | — | $7.1B |
| 2018-Q1 | 565 | 73,497,202 | — | $7.1B |
| 2017-Q4 | 581 | 75,338,885 | — | $7.4B |
| 2017-Q3 | 535 | 78,778,482 | — | $7.8B |
| 2017-Q2 | 525 | 77,142,467 | — | $7.2B |
| 2017-Q1 | 521 | 77,098,719 | — | $7.1B |
| 2016-Q4 | 517 | 76,855,303 | — | $7.1B |
| 2016-Q3 | 476 | 72,673,539 | — | $6.7B |
| 2016-Q2 | 472 | 72,545,171 | — | $6.8B |
| 2016-Q1 | 458 | 71,973,093 | — | $6.6B |
| 2015-Q4 | 447 | 71,030,807 | — | $6.9B |
| 2015-Q3 | 430 | 71,358,851 | — | $6.9B |
| 2015-Q2 | 418 | 69,852,434 | — | $6.8B |
| 2015-Q1 | 416 | 66,467,094 | — | $6.5B |
| 2014-Q4 | 420 | 66,374,540 | — | $6.4B |
| 2014-Q3 | 402 | 66,516,997 | — | $6.3B |
| 2014-Q2 | 404 | 68,627,552 | — | $6.6B |
| 2014-Q1 | 395 | 80,559,875 | — | $7.8B |
| 2013-Q4 | 388 | 69,136,801 | — | $6.6B |
| 2013-Q3 | 355 | 64,915,350 | — | $6.3B |
| 2013-Q2 | 342 | 59,794,816 | — | $5.8B |
| 2013-Q1 | 27 | 4,814,044 | — | $508M |
