Among active 13F managers last quarter, 1 opened and 3 added, while 3 reduced; the largest holder to move was Karpus Management, Inc. (+38%).
25 tracked 13F filers disclose a position in IGI as of the latest SEC 13F filings, a combined $29.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Karpus Management, Inc. | 529K | $8.5M | ▲+38% Added · +146K sh | Q2 2026 | |
| 2 | 1607 Capital Partners, LLC | 332K | $5.3M | ▼−18% Reduced · −75K sh | Q2 2026 | |
| 3 | UBS Group AG | 296K | $4.8M | ▼−3.8% Reduced · −12K sh | Q1 2026 | |
| 4 | Morgan Stanley | 112K | $1.8M | ▼−4.7% Reduced · −5K sh | Q1 2026 | |
| 5 | Hennion & Walsh Asset Management, Inc. | 108K | $1.7M | ▲+226% Added · +75K sh | Q2 2026 | |
| 6 | Raymond James Financial Inc | 92K | $1.5M | ▲+0.3% Added · +269 sh | Q1 2026 | |
| 7 | Wells Fargo & Company | 76K | $1.2M | ▲+0.8% Added · +586 sh | Q1 2026 | |
| 8 | Guggenheim Capital LLC | 68K | $1.1M | ▼−47% Reduced · −61K sh | Q1 2026 | |
| 9 | Whipplewood Advisors, LLC | 58K | $941K | ▼−4.6% Reduced · −3K sh | Q2 2026 | |
| 10 | Susquehanna International Group, LLP | 23K | $364K | ▲New +23K sh | Q1 2026 | |
| 11 | Stifel Financial Corp | 22K | $361K | ▲+36% Added · +6K sh | Q1 2026 | |
| 12 | Bank Of America Corp | 22K | $348K | ▼−13% Reduced · −3K sh | Q1 2026 | |
| 13 | Ameriprise Financial Inc | 18K | $294K | ▲+7.5% Added · +1K sh | Q1 2026 | |
| 14 | Uhlmann Price Securities, LLC | 12K | $195K | ▲New +12K sh | Q2 2026 | |
| 15 | Melfa Wealth Management, Inc. | 10K | $168K | —Held | Q2 2026 | |
| 16 | Jones Financial Companies LLLP | 9K | $144K | ▲+143% Added · +5K sh | Q1 2026 | |
| 17 | Royal Bank Of Canada | 6K | $100K | ▼−13% Reduced · −920 sh | Q1 2026 | |
| 18 | Osaic Holdings, Inc. | 2K | $36K | ▲+83% Added · +1K sh | Q1 2026 | |
| 19 | Institute for Wealth Management, LLC. | 2K | $26K | ▲New +2K sh | Q2 2026 | |
| 20 | Noble Wealth Management PBC | 1K | $16K | —Held | Q2 2026 | |
| 21 | Arax Advisory Partners | 900 | $14K | ▲Added Added · +900 sh | Q2 2026 | |
| 22 | Steward Partners Investment Advisory, LLC | 799 | $13K | —Held | Q2 2026 | |
| 23 | AdvisorNet Financial, Inc | 708 | $11K | —Held | Q2 2026 | |
| 24 | Clear Street Group Inc. | 289 | $5K | ▲New +289 sh | Q2 2026 | |
| 25 | Citigroup Inc | 1 | $16 | —Held | Q1 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 IGI and 3 added to an existing one, while 3 reduced. 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 | Their position there |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 7 funds | $547.0M |
| Microsoft CorpMSFT | 7 funds | $517.3M |
| Eli Lilly & CoLLY | 7 funds | $115.2M |
| Abbvie IncABBV | 7 funds | $106.0M |
| Amgen IncAMGN | 7 funds | $101.9M |
| Home Depot IncHD | 7 funds | $74.4M |
| Walt Disney CoDIS | 7 funds | $29.5M |
| Kla CorpKLAC | 6 funds | $2.5B |
| Apple IncAAPL | 6 funds | $846.2M |
| Nvidia CorpNVDA | 6 funds | $807.7M |
| Ishares Core S&P 500 ETFIVV | 6 funds | $715.3M |
| Amazon.com IncAMZN | 6 funds | $419.3M |
Ranked by how many of IGI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IGI.
Connected entities for IGI
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/IGI/capital-change-brief"
Use Arkolith's capital_change_brief for IGI. 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 IGI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.