ITA

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$236.26

-8.72 (-3.56%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding ITA · 2026-Q1 methodology → sources →

1,015 holders

% of shares outstanding held

—

Shares held (13F)

28,958,598

Reporting holders

1,015

Top holders

largest 100 of 1,015 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	3,001,1573.0M	$657M	—	—
2	BANK OF AMERICA CORP /DE/	2,997,9743.0M	$656M	—	ADD 4%
3	LPL Financial LLC	2,321,6852.3M	$508M	—	TRIM -26%
4	UBS Group AG	1,729,5641.7M	$378M	—	ADD 169%
5	WELLS FARGO & COMPANY/MN	1,364,6221.4M	$299M	—	ADD 7%
6	AMERIPRISE FINANCIAL INC	943,175943,175	$205M	—	ADD 22%
7	RAYMOND JAMES FINANCIAL INC	773,234773,234	$169M	—	ADD 8%
8	BlackRock, Inc.	718,807718,807	$157M	—	ADD 56%
9	ENVESTNET ASSET MANAGEMENT INC	697,903697,903	$153M	—	TRIM -85%
10	ROYAL BANK OF CANADA	559,124559,124	$122M	—	ADD 12%
11	JPMORGAN CHASE & CO	578,027578,027	$122M	—	TRIM -15%
12	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	531,976531,976	$116M	—	ADD 23%
13	OSAIC HOLDINGS, INC.	499,791499,791	$109M	—	ADD 19%
14	Cetera Investment Advisers	381,674381,674	$83M	—	TRIM -40%
15	MML INVESTORS SERVICES, LLC	334,192334,192	$73M	—	TRIM -54%
16	COMMONWEALTH EQUITY SERVICES, LLC	333,668333,668	$73M	—	TRIM -22%
17	Dynasty Wealth Management, LLC	313,175313,175	$69M	—	ADD 41%
18	Rockefeller Capital Management L.P.	229,990229,990	$50M	—	ADD 21%
19	STIFEL FINANCIAL CORP	215,949215,949	$47M	—	TRIM -33%
20	JONES FINANCIAL COMPANIES LLLP	215,251215,251	$47M	—	ADD 65%
21	Janney Montgomery Scott LLC	188,154188,154	$41M	—	TRIM -34%
22	TRUIST FINANCIAL CORP	186,144186,144	$41M	—	TRIM -20%
23	HighTower Advisors, LLC	177,817177,817	$39M	—	—
24	GOLDMAN SACHS GROUP INC	173,088173,088	$38M	—	TRIM -12%
25	Cambridge Investment Research Advisors, Inc.	167,916167,916	$37M	—	—
26	Equitable Holdings, Inc.	167,739167,739	$36M	—	ADD 73%
27	BANK OF MONTREAL /CAN/	148,508148,508	$32M	—	ADD 8%
28	SAGESPRING WEALTH PARTNERS, LLC	146,539146,539	$32M	—	ADD 44%
29	Qube Research & Technologies Ltd	145,342145,342	$32M	—	ADD 1432%
30	DIVERSIFY WEALTH MANAGEMENT, LLC	140,861140,861	$30M	—	ADD 1136%
31	OpenArc Corporate Advisory, LLC	136,311136,311	$30M	—	ADD 20%
32	AlphaCore Capital LLC	134,383134,383	$29M	—	TRIM -6%
33	MinichMacGregor Wealth Management, LLC	128,568128,568	$28M	—	ADD 23%
34	D. E. Shaw & Co., Inc.	127,774127,774	$28M	—	NEW
35	CITIGROUP INC	114,778114,778	$25M	—	TRIM -34%
36	IFP Advisors, Inc	107,384107,384	$23M	—	TRIM -5%
37	Baird Financial Group, Inc.	105,077105,077	$23M	—	ADD 5%
38	TD Waterhouse Canada Inc.	94,12394,123	$21M	—	ADD 14%
39	Stratos Wealth Partners, LTD.	93,21793,217	$20M	—	ADD 25%
40	Mariner, LLC	89,69789,697	$20M	—	ADD 5%
41	Cadent Capital Advisors, LLC	85,74485,744	$19M	—	TRIM -11%
42	PARK AVENUE SECURITIES LLC	85,10785,107	$19M	—	TRIM -83%
43	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	82,80882,808	$18M	—	TRIM -46%
44	Thrivent Financial for Lutherans	79,32279,322	$17M	—	TRIM -12%
45	Kestra Advisory Services, LLC	76,93776,937	$17M	—	ADD 10%
46	Steward Partners Investment Advisory, LLC	75,81975,819	$17M	—	TRIM -16%
47	BARCLAYS PLC	75,20975,209	$16M	—	NEW
48	CITADEL ADVISORS LLC	74,84274,842	$16M	—	ADD 44%
49	Chicago Wealth Management, Inc.	74,34074,340	$16M	—	—
50	POTOMAC FUND MANAGEMENT INC /ADV	70,90070,900	$16M	—	NEW
51	Prospera Financial Services Inc	69,13169,131	$15M	—	ADD 3%
52	PRUDENTIAL PLC	68,08368,083	$15M	—	ADD 80%
53	MERCER GLOBAL ADVISORS INC /ADV	67,64067,640	$15M	—	—
54	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	66,67966,679	$15M	—	TRIM -2%
55	360 Financial, Inc.	65,86965,869	$14M	—	NEW
56	FOUNDERS FINANCIAL SECURITIES LLC	61,10261,102	$14M	—	ADD 6%
57	Advisory Services Network, LLC	59,43259,432	$13M	—	TRIM -37%
58	BNP PARIBAS FINANCIAL MARKETS	59,38859,388	$13M	—	TRIM -77%
59	Royal Fund Management, LLC	59,20259,202	$13M	—	NEW
60	Arkadios Wealth Advisors	59,01559,015	$13M	—	ADD 49%
61	Private Advisor Group, LLC	57,57257,572	$13M	—	—
62	Bank of New York Mellon Corp	56,11256,112	$12M	—	TRIM -69%
63	INDEPENDENT FINANCIAL GROUP, LLC	55,94455,944	$12M	—	—
64	WealthCare Investment Partners, LLC	52,15352,153	$12M	—	—
65	Diversify Advisory Services, LLC	53,09453,094	$11M	—	TRIM -37%
66	NorthRock Partners, LLC	51,09551,095	$11M	—	ADD 62%
67	SUSQUEHANNA INTERNATIONAL GROUP, LLP	50,97650,976	$11M	—	ADD 51%
68	Stone House Investment Management, LLC	49,13849,138	$11M	—	ADD 74%
69	Concurrent Investment Advisors, LLC	48,04148,041	$11M	—	ADD 7%
70	NEW WAVE WEALTH ADVISORS LLC	47,38647,386	$10M	—	ADD 331%
71	Atria Investments, Inc	45,38145,381	$10M	—	TRIM -51%
72	EFG International AG	44,71144,711	$10M	—	ADD 54%
73	Creative Planning	43,21143,211	$9M	—	ADD 15%
74	Merit Financial Group, LLC	43,16443,164	$9M	—	TRIM -16%
75	SCOTIA CAPITAL INC.	42,93242,932	$9M	—	ADD 16%
76	Well Done, LLC	40,46840,468	$9M	—	ADD 4%
77	OPPENHEIMER & CO INC	39,22739,227	$9M	—	ADD 6%
78	Ignite Planners, LLC	38,92738,927	$9M	—	ADD 17%
79	CWM, LLC	37,98637,986	$8M	—	TRIM -92%
80	Kraft, Davis & Associates, LLC	38,01438,014	$8M	—	ADD 322%
81	MRA Advisory Group	37,59337,593	$8M	—	—
82	CLEAR WAVE WEALTH MANAGEMENT LLC	37,21237,212	$8M	—	NEW
83	TWO SIGMA INVESTMENTS, LP	36,90036,900	$8M	—	NEW
84	HARBOUR INVESTMENTS, INC.	36,68036,680	$8M	—	ADD 51%
85	Quantitative Investment Management, LLC	36,54136,541	$8M	—	NEW
86	Squarepoint Ops LLC	35,95335,953	$8M	—	NEW
87	Federation des caisses Desjardins du Quebec	35,06935,069	$8M	—	ADD 14%
88	CADINHA & CO LLC	34,38834,388	$8M	—	NEW
89	FOCUS Wealth Advisors, LLC	34,01834,018	$7M	—	TRIM -4%
90	WNY Asset Management, LLC	33,98333,983	$7M	—	NEW
91	Deane Retirement Strategies, Inc.	33,87633,876	$7M	—	NEW
92	ARRIEN INVESTMENTS, INC.	33,06133,061	$7M	—	—
93	WCG Wealth Advisors LLC	32,86332,863	$7M	—	—
94	Corient Private Wealth LLC	32,82632,826	$7M	—	TRIM -48%
95	Point72 Asset Management, L.P.	31,39831,398	$7M	—	NEW
96	Bluesphere Advisors LLC	31,18031,180	$7M	—	ADD 18%
97	Sanctuary Advisors, LLC	31,18031,180	$7M	—	TRIM -50%
98	PARAGON FINANCIAL PARTNERS, INC.	28,62228,622	$7M	—	—
99	Fifth Third Securities, Inc.	30,48130,481	$7M	—	ADD 28%
100	Yarbrough Capital, LLC	30,39330,393	$7M	—	—

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 trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

1.9M

1.8M

2.8M

3.0M

$657M

BANK OF AMERICA CORP /DE/

4.1M

3.2M

3.0M

2.8M

2.9M

3.0M

$656M

LPL Financial LLC

1.1M

1.5M

2.8M

3.2M

2.3M

$508M

UBS Group AG

550K

606K

728K

644K

1.7M

$378M

WELLS FARGO & COMPANY/MN

827K

839K

893K

1.1M

1.3M

1.4M

$299M

AMERIPRISE FINANCIAL INC

777K

724K

778K

878K

772K

943K

$205M

RAYMOND JAMES FINANCIAL INC

471K

451K

524K

596K

718K

773K

$169M

BlackRock, Inc.

—

456K

461K

719K

$157M

ENVESTNET ASSET MANAGEMENT INC

161K

227K

269K

4.8M

4.7M

698K

$153M

ROYAL BANK OF CANADA

413K

379K

818K

500K

559K

$122M

JPMORGAN CHASE & CO

207K

203K

164K

991K

683K

578K

$122M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

136K

140K

146K

195K

431K

532K

$116M

OSAIC HOLDINGS, INC.

262K

280K

306K

364K

421K

500K

$109M

Cetera Investment Advisers

227K

250K

254K

602K

634K

382K

$83M

MML INVESTORS SERVICES, LLC

245K

217K

276K

650K

725K

334K

$73M

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.

Institutional footprint by quarter

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	1,015	28,958,598	—	$6.3B
2025-Q4	986	36,068,383	—	$7.4B
2025-Q3	880	33,550,278	—	$7.0B
2025-Q2	752	20,344,090	—	$3.8B
2025-Q1	698	18,115,737	—	$2.8B
2024-Q4	695	19,091,890

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.

Institutional ownership· 13F filers holding ITA · 2026-Q1 methodology → sources →

1,015 holders

% of shares outstanding held

—

Shares held (13F)

28,958,598

Reporting holders

1,015

Top holders

largest 100 of 1,015 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	3,001,1573.0M	$657M	—	—
2	BANK OF AMERICA CORP /DE/	2,997,9743.0M	$656M	—	ADD 4%
3	LPL Financial LLC	2,321,6852.3M	$508M	—	TRIM -26%
4	UBS Group AG	1,729,5641.7M	$378M	—	ADD 169%
5	WELLS FARGO & COMPANY/MN	1,364,6221.4M	$299M	—	ADD 7%
6	AMERIPRISE FINANCIAL INC	943,175943,175	$205M	—	ADD 22%
7	RAYMOND JAMES FINANCIAL INC	773,234773,234	$169M	—	ADD 8%
8	BlackRock, Inc.	718,807718,807	$157M	—	ADD 56%
9	ENVESTNET ASSET MANAGEMENT INC	697,903697,903	$153M	—	TRIM -85%
10	ROYAL BANK OF CANADA	559,124559,124	$122M	—	ADD 12%
11	JPMORGAN CHASE & CO	578,027578,027	$122M	—	TRIM -15%
12	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	531,976531,976	$116M	—	ADD 23%
13	OSAIC HOLDINGS, INC.	499,791499,791	$109M	—	ADD 19%
14	Cetera Investment Advisers	381,674381,674	$83M	—	TRIM -40%
15	MML INVESTORS SERVICES, LLC	334,192334,192	$73M	—	TRIM -54%
16	COMMONWEALTH EQUITY SERVICES, LLC	333,668333,668	$73M	—	TRIM -22%
17	Dynasty Wealth Management, LLC	313,175313,175	$69M	—	ADD 41%
18	Rockefeller Capital Management L.P.	229,990229,990	$50M	—	ADD 21%
19	STIFEL FINANCIAL CORP	215,949215,949	$47M	—	TRIM -33%
20	JONES FINANCIAL COMPANIES LLLP	215,251215,251	$47M	—	ADD 65%
21	Janney Montgomery Scott LLC	188,154188,154	$41M	—	TRIM -34%
22	TRUIST FINANCIAL CORP	186,144186,144	$41M	—	TRIM -20%
23	HighTower Advisors, LLC	177,817177,817	$39M	—	—
24	GOLDMAN SACHS GROUP INC	173,088173,088	$38M	—	TRIM -12%
25	Cambridge Investment Research Advisors, Inc.	167,916167,916	$37M	—	—
26	Equitable Holdings, Inc.	167,739167,739	$36M	—	ADD 73%
27	BANK OF MONTREAL /CAN/	148,508148,508	$32M	—	ADD 8%
28	SAGESPRING WEALTH PARTNERS, LLC	146,539146,539	$32M	—	ADD 44%
29	Qube Research & Technologies Ltd	145,342145,342	$32M	—	ADD 1432%
30	DIVERSIFY WEALTH MANAGEMENT, LLC	140,861140,861	$30M	—	ADD 1136%
31	OpenArc Corporate Advisory, LLC	136,311136,311	$30M	—	ADD 20%
32	AlphaCore Capital LLC	134,383134,383	$29M	—	TRIM -6%
33	MinichMacGregor Wealth Management, LLC	128,568128,568	$28M	—	ADD 23%
34	D. E. Shaw & Co., Inc.	127,774127,774	$28M	—	NEW
35	CITIGROUP INC	114,778114,778	$25M	—	TRIM -34%
36	IFP Advisors, Inc	107,384107,384	$23M	—	TRIM -5%
37	Baird Financial Group, Inc.	105,077105,077	$23M	—	ADD 5%
38	TD Waterhouse Canada Inc.	94,12394,123	$21M	—	ADD 14%
39	Stratos Wealth Partners, LTD.	93,21793,217	$20M	—	ADD 25%
40	Mariner, LLC	89,69789,697	$20M	—	ADD 5%
41	Cadent Capital Advisors, LLC	85,74485,744	$19M	—	TRIM -11%
42	PARK AVENUE SECURITIES LLC	85,10785,107	$19M	—	TRIM -83%
43	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	82,80882,808	$18M	—	TRIM -46%
44	Thrivent Financial for Lutherans	79,32279,322	$17M	—	TRIM -12%
45	Kestra Advisory Services, LLC	76,93776,937	$17M	—	ADD 10%
46	Steward Partners Investment Advisory, LLC	75,81975,819	$17M	—	TRIM -16%
47	BARCLAYS PLC	75,20975,209	$16M	—	NEW
48	CITADEL ADVISORS LLC	74,84274,842	$16M	—	ADD 44%
49	Chicago Wealth Management, Inc.	74,34074,340	$16M	—	—
50	POTOMAC FUND MANAGEMENT INC /ADV	70,90070,900	$16M	—	NEW
51	Prospera Financial Services Inc	69,13169,131	$15M	—	ADD 3%
52	PRUDENTIAL PLC	68,08368,083	$15M	—	ADD 80%
53	MERCER GLOBAL ADVISORS INC /ADV	67,64067,640	$15M	—	—
54	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	66,67966,679	$15M	—	TRIM -2%
55	360 Financial, Inc.	65,86965,869	$14M	—	NEW
56	FOUNDERS FINANCIAL SECURITIES LLC	61,10261,102	$14M	—	ADD 6%
57	Advisory Services Network, LLC	59,43259,432	$13M	—	TRIM -37%
58	BNP PARIBAS FINANCIAL MARKETS	59,38859,388	$13M	—	TRIM -77%
59	Royal Fund Management, LLC	59,20259,202	$13M	—	NEW
60	Arkadios Wealth Advisors	59,01559,015	$13M	—	ADD 49%
61	Private Advisor Group, LLC	57,57257,572	$13M	—	—
62	Bank of New York Mellon Corp	56,11256,112	$12M	—	TRIM -69%
63	INDEPENDENT FINANCIAL GROUP, LLC	55,94455,944	$12M	—	—
64	WealthCare Investment Partners, LLC	52,15352,153	$12M	—	—
65	Diversify Advisory Services, LLC	53,09453,094	$11M	—	TRIM -37%
66	NorthRock Partners, LLC	51,09551,095	$11M	—	ADD 62%
67	SUSQUEHANNA INTERNATIONAL GROUP, LLP	50,97650,976	$11M	—	ADD 51%
68	Stone House Investment Management, LLC	49,13849,138	$11M	—	ADD 74%
69	Concurrent Investment Advisors, LLC	48,04148,041	$11M	—	ADD 7%
70	NEW WAVE WEALTH ADVISORS LLC	47,38647,386	$10M	—	ADD 331%
71	Atria Investments, Inc	45,38145,381	$10M	—	TRIM -51%
72	EFG International AG	44,71144,711	$10M	—	ADD 54%
73	Creative Planning	43,21143,211	$9M	—	ADD 15%
74	Merit Financial Group, LLC	43,16443,164	$9M	—	TRIM -16%
75	SCOTIA CAPITAL INC.	42,93242,932	$9M	—	ADD 16%
76	Well Done, LLC	40,46840,468	$9M	—	ADD 4%
77	OPPENHEIMER & CO INC	39,22739,227	$9M	—	ADD 6%
78	Ignite Planners, LLC	38,92738,927	$9M	—	ADD 17%
79	CWM, LLC	37,98637,986	$8M	—	TRIM -92%
80	Kraft, Davis & Associates, LLC	38,01438,014	$8M	—	ADD 322%
81	MRA Advisory Group	37,59337,593	$8M	—	—
82	CLEAR WAVE WEALTH MANAGEMENT LLC	37,21237,212	$8M	—	NEW
83	TWO SIGMA INVESTMENTS, LP	36,90036,900	$8M	—	NEW
84	HARBOUR INVESTMENTS, INC.	36,68036,680	$8M	—	ADD 51%
85	Quantitative Investment Management, LLC	36,54136,541	$8M	—	NEW
86	Squarepoint Ops LLC	35,95335,953	$8M	—	NEW
87	Federation des caisses Desjardins du Quebec	35,06935,069	$8M	—	ADD 14%
88	CADINHA & CO LLC	34,38834,388	$8M	—	NEW
89	FOCUS Wealth Advisors, LLC	34,01834,018	$7M	—	TRIM -4%
90	WNY Asset Management, LLC	33,98333,983	$7M	—	NEW
91	Deane Retirement Strategies, Inc.	33,87633,876	$7M	—	NEW
92	ARRIEN INVESTMENTS, INC.	33,06133,061	$7M	—	—
93	WCG Wealth Advisors LLC	32,86332,863	$7M	—	—
94	Corient Private Wealth LLC	32,82632,826	$7M	—	TRIM -48%
95	Point72 Asset Management, L.P.	31,39831,398	$7M	—	NEW
96	Bluesphere Advisors LLC	31,18031,180	$7M	—	ADD 18%
97	Sanctuary Advisors, LLC	31,18031,180	$7M	—	TRIM -50%
98	PARAGON FINANCIAL PARTNERS, INC.	28,62228,622	$7M	—	—
99	Fifth Third Securities, Inc.	30,48130,481	$7M	—	ADD 28%
100	Yarbrough Capital, LLC	30,39330,393	$7M	—	—

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 trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

1.9M

1.8M

2.8M

3.0M

$657M

BANK OF AMERICA CORP /DE/

4.1M

3.2M

3.0M

2.8M

2.9M

3.0M

$656M

LPL Financial LLC

1.1M

1.5M

2.8M

3.2M

2.3M

$508M

UBS Group AG

550K

606K

728K

644K

1.7M

$378M

WELLS FARGO & COMPANY/MN

827K

839K

893K

1.1M

1.3M

1.4M

$299M

AMERIPRISE FINANCIAL INC

777K

724K

778K

878K

772K

943K

$205M

RAYMOND JAMES FINANCIAL INC

471K

451K

524K

596K

718K

773K

$169M

BlackRock, Inc.

—

456K

461K

719K

$157M

ENVESTNET ASSET MANAGEMENT INC

161K

227K

269K

4.8M

4.7M

698K

$153M

ROYAL BANK OF CANADA

413K

379K

818K

500K

559K

$122M

JPMORGAN CHASE & CO

207K

203K

164K

991K

683K

578K

$122M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

136K

140K

146K

195K

431K

532K

$116M

OSAIC HOLDINGS, INC.

262K

280K

306K

364K

421K

500K

$109M

Cetera Investment Advisers

227K

250K

254K

602K

634K

382K

$83M

MML INVESTORS SERVICES, LLC

245K

217K

276K

650K

725K

334K

$73M

Institutional footprint by quarter

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	1,015	28,958,598	—	$6.3B
2025-Q4	986	36,068,383	—	$7.4B
2025-Q3	880	33,550,278	—	$7.0B
2025-Q2	752	20,344,090	—	$3.8B
2025-Q1	698	18,115,737	—	$2.8B
2024-Q4	695	19,091,890

Short interest has its own tab now — open SI →

ITA☆

Institutional ownership· 13F filers holding ITA · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding ITA · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

ITA