161 tracked 13F filers disclose a position in IGE as of the latest SEC 13F filings, a combined $451.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $69.9M | 1.1M | ▲+36% Added · +295K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $62.9M | 999K | ▲+103% Added · +507K sh | Q1 2026 | |
| 3 | CITIZENS & NORTHERN CORP | $24.0M | 428K | ▼−8.9% Reduced · −42K sh | Q2 2026 | |
| 4 | CWM, LLC | $20.0M | 317K | ▲+16% Added · +44K sh | Q1 2026 | |
| 5 | GOLDMAN SACHS GROUP INC | $17.1M | 272K | ▼−0.8% Reduced · −2K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $17.1M | 272K | ▲+7.7% Added · +19K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $16.8M | 267K | ▲+18% Added · +40K sh | Q1 2026 | |
| 8 | Wealthcare Advisory Partners LLC | $14.7M | 262K | ▲+14% Added · +32K sh | Q2 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $13.7M | 218K | ▲+41% Added · +63K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $10.9M | 174K | ▼−12% Reduced · −24K sh | Q1 2026 | |
| 11 | UBS Group AG | $10.6M | 169K | ▲+155% Added · +103K sh | Q1 2026 | |
| 12 | Ameritas Investment Partners, Inc. | $8.7M | 155K | ▲+1.6% Added · +2K sh | Q2 2026 | |
| 13 | Beacon Pointe Advisors, LLC | $8.7M | 154K | ▼−21% Reduced · −40K sh | Q2 2026 | |
| 14 | BNP PARIBAS FINANCIAL MARKETS | $9.5M | 150K | ▲+49% Added · +50K sh | Q1 2026 | |
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | $8.6M | 136K | ▲+1.1% Added · +1K sh | Q1 2026 | |
| 16 | Karpus Management, Inc. | $8.0M | 127K | ▲New +127K sh | Q1 2026 | |
| 17 | Steward Partners Investment Advisory, LLC | $6.9M | 123K | ▼−37% Reduced · −73K sh | Q2 2026 | |
| 18 | D.A. DAVIDSON & CO. | $6.7M | 120K | ▼−1.7% Reduced · −2K sh | Q2 2026 | |
| 19 | Chicago Wealth Management, Inc. | $6.2M | 110K | ▲New +110K sh | Q2 2026 | |
| 20 | Pure Financial Advisors, LLC | $5.9M | 106K | ▲~0% Added · +18 sh | Q2 2026 | |
| 21 | Factor Wealth Management LTD | $5.9M | 104K | ▲+7.6% Added · +7K sh | Q2 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $4.1M | 73K | ▲+26% Added · +15K sh | Q2 2026 | |
| 23 | Allianz Asset Management GmbH | $4.1M | 65K | ▲New +65K sh | Q1 2026 | |
| 24 | Cetera Investment Advisers | $3.6M | 57K | ▲+1.2% Added · +663 sh | Q1 2026 | |
| 25 | Courage Miller Partners, LLC | $3.1M | 56K | ▲+1.0% Added · +557 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 8 funds opened a new position in IGE and 22 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 74 funds | $19.7B |
| NVIDIA CORPNVDA | 73 funds | $34.5B |
| APPLE INCAAPL | 73 funds | $26.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 73 funds | $10.6B |
| ALPHABET INC-CL AGOOGL | 72 funds | $14.2B |
| AMAZON.COM INCAMZN | 71 funds | $19.3B |
| ELI LILLY & COLLY | 71 funds | $8.2B |
| JPMORGAN CHASE & COJPM | 71 funds | $5.1B |
| META PLATFORMS INC-CLASS AMETA | 70 funds | $9.7B |
| COSTCO WHOLESALE CORPCOST | 70 funds | $5.6B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 70 funds | $3.5B |
| BROADCOM INCAVGO | 69 funds | $14.1B |
Ranked by how many of IGE's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for IGE
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IGE/capital-change-brief"
Use Arkolith's capital_change_brief for IGE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IGE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.