Among active 13F managers last quarter, 1 opened and 5 added, while 2 reduced; the largest holder to move was Guggenheim Capital LLC (+16%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
35 tracked 13F filers disclose a position in IGA as of the latest SEC 13F filings, a combined $32.7M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Guggenheim Capital LLC | 772K | $7.4M | ▲+16% Added · +108K sh | Q1 2026 | |
| 2 | Advisors Asset Management, Inc. | 622K | $6.2M | ▼−20% Reduced · −155K sh | Q2 2026 | |
| 3 | Raymond James Financial Inc | 355K | $3.4M | ▼−5.3% Reduced · −20K sh | Q1 2026 | |
| 4 | Shaker Financial Services, LLC | 209K | $2.1M | ▲+16% Added · +28K sh | Q2 2026 | |
| 5 | Marks Group Wealth Management, Inc | 195K | $1.9M | —Held | Q2 2026 | |
| 6 | LPL Financial LLC | 150K | $1.4M | ▼−18% Reduced · −34K sh | Q1 2026 | |
| 7 | Morgan Stanley | 149K | $1.4M | ▲+0.1% Added · +109 sh | Q1 2026 | |
| 8 | Osaic Holdings, Inc. | 113K | $1.1M | ▲+11% Added · +12K sh | Q1 2026 | |
| 9 | Integrated Wealth Concepts LLC | 105K | $1.0M | ▼−2.8% Reduced · −3K sh | Q2 2026 | |
| 10 | Royal Bank Of Canada | 97K | $929K | ▲+8.2% Added · +7K sh | Q1 2026 | |
| 11 | UBS Group AG | 95K | $910K | ▼−9.9% Reduced · −11K sh | Q1 2026 | |
| 12 | Kovack Advisors, Inc. | 87K | $854K | ▲+8.1% Added · +6K sh | Q2 2026 | |
| 13 | Baird Financial Group, Inc. | 78K | $742K | ▼−16% Reduced · −14K sh | Q1 2026 | |
| 14 | Wells Fargo & Company | 50K | $474K | ▼−2.9% Reduced · −1K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | 48K | $456K | ▼−7.7% Reduced · −4K sh | Q1 2026 | |
| 16 | Uhlmann Price Securities, LLC | 40K | $397K | ▲+2.6% Added · +1K sh | Q2 2026 | |
| 17 | Round Rock Advisors LLC | 39K | $388K | ▼−17% Reduced · −8K sh | Q2 2026 | |
| 18 | Closed-End Fund Advisors, Inc. | 36K | $357K | ▲+2.5% Added · +871 sh | Q2 2026 | |
| 19 | Evolve Private Wealth, LLC | 20K | $196K | ▼−3.4% Reduced · −705 sh | Q2 2026 | |
| 20 | NWF Advisory Services Inc. | 19K | $188K | —Held | Q2 2026 | |
| 21 | Susquehanna International Group, LLP | 18K | $175K | ▲+49% Added · +6K sh | Q1 2026 | |
| 22 | Commonwealth Equity Services, LLC | 17K | $167K | —Held | Q1 2026 | |
| 23 | Ameriprise Financial Inc | 17K | $159K | ▲+10% Added · +2K sh | Q1 2026 | |
| 24 | Decision Investments, Inc | 12K | $115K | —Held | Q2 2026 | |
| 25 | Kapstone Financial Advisors LLC | 10K | $102K | —Held | 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, 1 fund opened a new position in IGA and 5 added to an existing one, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 26, 2018 | Weber Mark | Senior Managing Director | Sell (S) | 0 | $5 |
| Mar 26, 2013 | Zemsky Paul | Insider | Sell (S) 11 lots, same day | 5K | $63K |
| Nov 7, 2012 | Zemsky Paul | Senior Vice President | Sell (S) 6 lots, same day | 4K | $48K |
| Nov 19, 2009 | Zemsky Paul | Senior Vice-President | Buy (P) | 1K | $13K |
| Sep 18, 2009 | Zemsky Paul | Senior Vice-President | Sell (S) | 2K | $31K |
| Dec 31, 2008 | Zemsky Paul | Senior Vice-President | Buy (P) | 2K | $22K |
| Sep 30, 2008 | Zemsky Paul | Senior Vice-President | Buy (P) | 1K | $12K |
| Jul 9, 2008 | Zemsky Paul | Senior Vice President | Buy (P) | 1K | $15K |
| Jan 2, 2008 | Zemsky Paul | Senior Vice President | Sell (S) 4 lots, same day | 2K | $38K |
| May 31, 2007 | Zemsky Paul | Senior Vice President | Buy (P) 2 lots, same day | 1K | $22K |
| Mar 20, 2006 | Putnam David | Director | Buy (P) | 12K | $231K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 12 | 10 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for IGA
This stock 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/IGA/capital-change-brief"
Use Arkolith's capital_change_brief for IGA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for IGA. Filings are public domain, sourced to SEC EDGAR.