Among active 13F managers last quarter, 4 opened and 19 added, while 16 reduced; the largest holder to move was Flagship Harbor Advisors, LLC (+4.2%).
120 tracked 13F filers disclose a position in IGR as of the latest SEC 13F filings, a combined $140.6M 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 | Morgan Stanley | 8.9M | $38.9M | ▼−9.2% Reduced · −897K sh | Q1 2026 | |
| 2 | UBS Group AG | 5.7M | $24.8M | ▼−2.8% Reduced · −164K sh | Q1 2026 | |
| 3 | Wells Fargo & Company | 2.9M | $12.8M | ▲+29% Added · +660K sh | Q1 2026 | |
| 4 | Flagship Harbor Advisors, LLC | 2.3M | $10.7M | ▲+4.2% Added · +93K sh | Q2 2026 | |
| 5 | Bank Of America Corp | 1.8M | $7.9M | ▼−13% Reduced · −277K sh | Q1 2026 | |
| 6 | Ameriprise Financial Inc | 1.3M | $5.6M | ▲+2.9% Added · +36K sh | Q1 2026 | |
| 7 | LPL Financial LLC | 1.1M | $5.0M | ▲+1.9% Added · +22K sh | Q1 2026 | |
| 8 | Sanctuary Advisors, LLC | 820K | $3.8M | ▲+6.7% Added · +52K sh | Q2 2026 | |
| 9 | Royal Bank Of Canada | 815K | $3.6M | ▲+46% Added · +257K sh | Q1 2026 | |
| 10 | J.W. Cole Advisors, Inc. | 424K | $2.0M | ▲Added Added · +424K sh | Q2 2026 | |
| 11 | Osaic Holdings, Inc. | 406K | $1.8M | ▲+8.0% Added · +30K sh | Q1 2026 | |
| 12 | Schwarz Dygos Wheeler Investment Advisors LLC | 367K | $1.7M | ▲+6.5% Added · +22K sh | Q2 2026 | |
| 13 | WealthTrust Axiom LLC | 343K | $1.6M | ▼−3.8% Reduced · −13K sh | Q2 2026 | |
| 14 | Roman Butler Fullerton & Co | 283K | $1.3M | ▲+2.1% Added · +6K sh | Q2 2026 | |
| 15 | Cooper Financial Group | 266K | $1.2M | ▲+1.6% Added · +4K sh | Q2 2026 | |
| 16 | Tennessee Valley Asset Management Partners | 261K | $1.2M | ▼−0.6% Reduced · −1K sh | Q2 2026 | |
| 17 | 180 Wealth Advisors, LLC | 234K | $1.1M | ▲+6.1% Added · +13K sh | Q2 2026 | |
| 18 | Cetera Investment Advisers | 230K | $1.0M | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 19 | Raymond James Financial Inc | 227K | $995K | ▲+20% Added · +38K sh | Q1 2026 | |
| 20 | Guggenheim Capital LLC | 213K | $934K | ▼−1.3% Reduced · −3K sh | Q1 2026 | |
| 21 | Stifel Financial Corp | 170K | $746K | ▼−11% Reduced · −21K sh | Q1 2026 | |
| 22 | Rayburn West Financial Services LLC | 162K | $745K | —Held | Q2 2026 | |
| 23 | Investment Partners Asset Management, Inc. | 153K | $703K | ▼−0.2% Reduced · −321 sh | Q2 2026 | |
| 24 | Rockefeller Capital Management L.P. | 152K | $665K | ▼−17% Reduced · −31K sh | Q1 2026 | |
| 25 | Mariner, LLC | 127K | $551K | ▼−7.2% Reduced · −10K sh | 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 4 funds opened a new position in IGR and 19 added to an existing one, while 16 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 |
|---|---|---|
| Microsoft CorpMSFT | 62 funds | $5.3B |
| Alphabet Inc-CL CGOOG | 61 funds | $3.2B |
| SS SPDR S&P 500 ETF Trust-USSPY | 61 funds | $2.8B |
| Meta Platforms Inc-Class AMETA | 61 funds | $2.7B |
| Johnson & JohnsonJNJ | 61 funds | $1.6B |
| Visa Inc-Class A SharesV | 61 funds | $1.5B |
| Chevron CorpCVX | 61 funds | $1.3B |
| Oracle CorpORCL | 61 funds | $1.1B |
| Nvidia CorpNVDA | 60 funds | $8.5B |
| Alphabet Inc-CL AGOOGL | 60 funds | $4.3B |
| JPMorgan Chase & CoJPM | 60 funds | $2.4B |
| Micron Technology IncMU | 60 funds | $2.0B |
Ranked by how many of IGR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IGR.
Connected entities for IGR
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/IGR/capital-change-brief"
Use Arkolith's capital_change_brief for IGR. 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 IGR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.