Institutional Holders (2026 Q3)
214 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IGLB. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | NYL Investors LLC | 7.54% | 412,443 | $18.8M |
| 2 | Thoma Capital Management LLC | 3.98% | 166,932 | $7.6M |
| 3 | Eley Financial Management, Inc | 3.67% | 245,932 | $11.2M |
| 4 | Croban | 2.99% | 146,308 | $6.7M |
| 5 | Klaas Financial Asset Advisors, LLC | 2.78% | 488,143 | $22.3M |
| 6 | CVS HEALTH Corp | 2.45% | 230,000 | $10.5M |
| 7 | Arch Global Advisors, LLC | 2.03% | 107,130 | $4.9M |
| 8 | Shum Financial Group, Inc. | 1.81% | 69,207 | $3.2M |
| 9 | Insight Wealth Strategies, LLC | 1.74% | 384,496 | $17.6M |
| 10 | United Southern Bank - Trust Department | 1.71% | 52,039 | $2.4M |
| 11 | Seven Springs Wealth Group, LLC | 1.29% | 128,257 | $5.9M |
| 12 | Pinnacle Family Advisors, LLC | 1.27% | 69,119 | $3.2M |
| 13 | Cordoba Advisory Partners LLC | 1.21% | 215,731 | $9.9M |
| 14 | Prudential plc | 1.18% | 3,346,361 | $152.8M |
| 15 | RiverFront Investment Group, LLC | 1.12% | 1,972,755 | $90.1M |
| 16 | Valtrion Capital Management, LLC | 1.05% | 35,392 | $1.6M |
| 17 | Investors Research Corp | 0.97% | 121,175 | $5.5M |
| 18 | Allianz Se | 0.76% | 1,622,000 | $74.1M |
| 19 | RMR Capital Management, LLC | 0.74% | 23,295 | $1.1M |
| 20 | Maia Wealth LLC | 0.74% | 117,527 | $5.4M |
| 21 | Cliftonlarsonallen Wealth Advisors, LLC | 0.60% | 1,003,958 | $45.8M |
| 22 | Israel Discount Bank of New York | 0.57% | 6,896 | $315K |
| 23 | Fund Evaluation Group, LLC | 0.55% | 508,806 | $23.2M |
| 24 | One Wealth Map LLC | 0.45% | 23,165 | $1.1M |
| 25 | City Center Advisors, LLC | 0.45% | 12,816 | $585K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|