Institutional Holders (2026 Q1)
26 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IAF. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | 0.40% | 459,489 | $5.6M |
| 2 | Karpus Management, Inc. | 0.27% | 711,187 | $8.6M |
| 3 | Advisory Advocates, LLC | 0.15% | 11,554 | $149K |
| 4 | NWF Advisory Services Inc. | 0.05% | 36,527 | $443K |
| 5 | Allspring Global Investments Holdings, LLC | 0.03% | 1,471,026 | $17.8M |
| 6 | Bridgewealth Advisory Group, LLC | 0.03% | 11,417 | $138K |
| 7 | Brown, Lisle/Cummings, INC. | 0.01% | 1,768 | $21K |
| 8 | Dakota Wealth Management | 0.01% | 20,158 | $244K |
| 9 | Cetera Investment Advisers | 0.00% | 308,366 | $3.7M |
| 10 | Golden State Wealth Management, LLC | 0.00% | 2,456 | $30K |
| 11 | Wolverine Asset Management LLC | 0.00% | 11,096 | $134K |
| 12 | Triumph Capital Management | 0.00% | 333 | $4K |
| 13 | Rothschild Investment LLC | 0.00% | 1,167 | $14K |
| 14 | Osaic Holdings, INC. | 0.00% | 38,466 | $466K |
| 15 | Blue Bell Private Wealth Management, LLC | 0.00% | 100 | $1K |
| 16 | PNC Financial Services Group, INC. | 0.00% | 11,288 | $137K |
| 17 | LPL Financial LLC | 0.00% | 18,920 | $229K |
| 18 | Raymond James Financial Inc | 0.00% | 10,979 | $133K |
| 19 | Morgan Stanley | 0.00% | 47,760 | $579K |
| 20 | Susquehanna International Group, LLP | 0.00% | 21,842 | $265K |
| 21 | Wells Fargo & Company/Mn | 0.00% | 10,561 | $128K |
| 22 | Cwm, LLC | 0.00% | 654 | $8K |
| 23 | Royal Bank of Canada | 0.00% | 8,059 | $98K |
| 24 | UBS Group AG | 0.00% | 1,082 | $13K |
| 25 | US Bancorp \de\ | 0.00% | 40 | — |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|