% of shares outstanding is not shown for IGTR: 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 IGTR 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 | Gradient Investments LLC | 1,559,5341.6M | $44M | — | TRIM -9% |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 94,79494,794 | $3M | — | ADD 97% |
| 3 | JANE STREET GROUP, LLC | 81,68681,686 | $2M | — | TRIM -15% |
| 4 | Copley Financial Group, Inc. | 30,08830,088 | $852,971 | — | TRIM -17% |
| 5 | Aptus Capital Advisors, LLC | 12,85712,857 | $364,486 | — | TRIM -36% |
| 6 | Brown Financial Advisors | 8,0618,061 | $228,523 | — | TRIM -88% |
| 7 | CreativeOne Wealth, LLC | 7,8987,898 | $223,902 | — | NEW |
| 8 | Virtue Capital Management, LLC | 7,5597,559 | $207,661 | — | NEW |
| 9 | AE Wealth Management LLC | 2,3912,391 | $67,783 | — | — |
| 10 | ROYAL BANK OF CANADA | 1,3301,330 | $38,000 | — | — |
| 11 | UBS Group AG | 131131 | $3,714 | — | ADD 8% |
| 12 | OSAIC HOLDINGS, INC. | 2525 | $709 | — | — |
| 13 | IFP Advisors, Inc | 55 | $142 | — | — |
| 14 | MORGAN STANLEY | 11 | $28 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Gradient Investments LLC | 4.7M | 3.0M | 2.5M | 2.0M | 1.7M | 1.6M | $44M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28K | 39K | 59K | 98K | 48K | 95K | $3M |
| JANE STREET GROUP, LLC | 78K | 14K | 18K | 18K | 96K | 82K | $2M |
| Copley Financial Group, Inc. | 98K | 81K | 64K | 43K | 36K | 30K | $852,971 |
| Aptus Capital Advisors, LLC | 21K | 20K | 20K | 20K | 20K | 13K | $364,486 |
| Brown Financial Advisors | 109K | 91K | 88K | 71K | 69K | 8K | $228,523 |
| CreativeOne Wealth, LLC | — | — | — | — | — | 8K | $223,902 |
| Virtue Capital Management, LLC | — | — | — | — | — | 8K | $207,661 |
| AE Wealth Management LLC | 907 | — | — | — | 2K | 2K | $67,783 |
| ROYAL BANK OF CANADA | — | — | — | 839 | 1K | 1K | $38,000 |
| UBS Group AG | 4K | 5K | 8K | 9K | 121 | 131 | $3,714 |
| OSAIC HOLDINGS, INC. | — | 30 | 25 | 25 | 25 | 25 | $709 |
| IFP Advisors, Inc | — | — | 5 | 5 | 5 | 5 | $142 |
| MORGAN STANLEY | 1K | — | — | — | 1 | 1 | $28 |
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.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 14 | 1,806,360 | — | $51M |
| 2025-Q4 | 14 | 2,000,990 | — | $56M |
| 2025-Q3 | 12 | 2,314,181 | — | $61M |
| 2025-Q2 | 11 | 2,823,186 | — | $70M |
| 2025-Q1 |
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 | |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +46,654 | $1M | ADD |
| CreativeOne Wealth, LLC | +7,898 | $223,902 | OPEN |
| Virtue Capital Management, LLC | +7,559 | $214,292 | OPEN |
| UBS Group AG | +10 | $283 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Gradient Investments LLC | −154,832 | $4M | TRIM |
| Brown Financial Advisors | −61,326 | $2M | TRIM |
| JANE STREET GROUP, LLC | −14,005 | $397,031 | TRIM |
| Accurate Wealth Management, LLC | −10,506 | $297,837 | CLOSE |
| Aptus Capital Advisors, LLC | −7,138 | $202,357 | 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).
| 14 |
| 3,843,833 |
| — |
| $94M |
| 2024-Q4 | 17 | 5,413,556 | — | $133M |
| 2024-Q3 | 14 | 6,020,601 | — | $170M |
| 2024-Q2 | 13 | 6,311,405 | — | $174M |
| 2024-Q1 | 13 | 6,814,470 | — | $191M |
| 2023-Q4 | 11 | 7,513,106 | — | $181M |
| 2023-Q3 | 12 | 8,975,259 | — | $197M |
| 2023-Q2 | 13 | 10,271,253 | — | $233M |
| 2023-Q1 | 9 | 12,513,239 | — | $278M |
| 2022-Q4 | 3 | 37,178 | — | $908,573 |
