Institutional Holders (2026 Q1)
48 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IGBH. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Sound Income Strategies, LLC | 0.28% | 236,735 | $5.7M |
| 2 | Vista Cima Wealth Management LLC | 0.20% | 8,359 | $202K |
| 3 | Integrity Alliance, LLC. | 0.14% | 153,519 | $3.7M |
| 4 | International Assets Investment Management, LLC | 0.05% | 31,039 | $752K |
| 5 | Goodman Advisory Group, LLC | 0.04% | 6,031 | $146K |
| 6 | Merit Financial Group, LLC | 0.02% | 138,872 | $3.4M |
| 7 | Signature Equity Partners, LLC | 0.02% | 1,769 | $43K |
| 8 | Destination Wealth Management | 0.02% | 31,069 | $751K |
| 9 | Equitable Holdings, Inc. | 0.01% | 83,482 | $2.1M |
| 10 | Ameritas Advisory Services, LLC | 0.01% | 13,019 | $315K |
| 11 | Oppenheimer & Co Inc | 0.01% | 41,298 | $999K |
| 12 | Trilogy Capital Inc. | 0.01% | 9,207 | $223K |
| 13 | Key Capital Management, INC | 0.01% | 596 | $14K |
| 14 | Kestra Advisory Services, LLC | 0.00% | 53,080 | $1.3M |
| 15 | Principal Securities, INC. | 0.00% | 12,507 | $302K |
| 16 | Mcguire Capital Advisors Inc | 0.00% | 266 | $6K |
| 17 | LPL Financial LLC | 0.00% | 635,203 | $15.4M |
| 18 | Diversify Wealth Management, LLC | 0.00% | 8,895 | $217K |
| 19 | Triumph Capital Management | 0.00% | 770 | $19K |
| 20 | Mml Investors Services, LLC | 0.00% | 56,454 | $1.4M |
| 21 | Truist Financial Corp | 0.00% | 114,661 | $2.8M |
| 22 | Focus Partners Advisor Solutions, LLC | 0.00% | 12,224 | $296K |
| 23 | Cetera Investment Advisers | 0.00% | 64,414 | $1.6M |
| 24 | Morgan Stanley | 0.00% | 917,538 | $22.2M |
| 25 | Raymond James Financial Inc | 0.00% | 156,250 | $3.8M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|