IGPT — Institutional owners (13F)

210 filers · $527.5M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
UBS Group AG $70,281,345 675,133 13.32% Shares
MORGAN STANLEY $59,156,652 568,267 11.21% Shares
HighTower Advisors, LLC $55,082,168 529,127 10.44% Shares
LPL Financial LLC $53,801,522 516,825 10.20% Shares
AMERIPRISE FINANCIAL INC $28,695,968 275,392 5.44% Shares
Berkshire Money Management, Inc. $23,353,899 224,341 4.43% Shares
JOURNEY STRATEGIC WEALTH LLC $20,159,141 347,188 3.82% Shares
BANK OF AMERICA CORP /DE/ $17,019,422 163,491 3.23% Shares
RAYMOND JAMES FINANCIAL INC $15,601,808 149,873 2.96% Shares
JONES FINANCIAL COMPANIES LLLP $15,517,188 156,993 2.94% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $15,338,302 147,342 2.91% Shares
OSAIC HOLDINGS, INC. $13,531,218 129,973 2.56% Shares
ROYAL BANK OF CANADA $10,530,000 101,148 2.00% Shares
Cetera Investment Advisers $8,257,537 79,323 1.57% Shares
StoneCrest Wealth Management, Inc. $7,105,658 68,258 1.35% Shares
Private Advisor Group, LLC $6,186,797 59,431 1.17% Shares
MARSHALL WACE, LLP $4,929,967 47,358 0.93% Shares
Corient Private Wealth LP $4,077,457 39,168 0.77% Shares
Kingsview Wealth Management, LLC $3,497,449 33,597 0.66% Shares
Clear Creek Financial Management, LLC $3,372,587 32,398 0.64% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $3,127,528 30,044 0.59% Shares
ENVESTNET ASSET MANAGEMENT INC $2,774,931 26,656 0.53% Shares
Indie Asset Partners, LLC $2,692,651 25,866 0.51% Shares
STIFEL FINANCIAL CORP $2,506,099 24,073 0.48% Shares
Bay Capital Advisors, LLC $2,264,495 21,753 0.43% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,200,010 21,134 0.42% Shares
Dynamic Advisor Solutions LLC $2,177,980 20,922 0.41% Shares
H D Vest Advisory Services $1,768,661 35,989 0.34% Shares
Quantinno Capital Management LP $1,720,253 16,525 0.33% Shares
Bawa N Mallick Trust $1,717,678 16,500 0.33% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1,664,872 15,993 0.32% Shares
Soltis Investment Advisors LLC $1,639,565 15,750 0.31% Shares
MML INVESTORS SERVICES, LLC $1,634,199 15,698 0.31% Shares
Nilsine Partners, LLC $1,585,651 15,232 0.30% Shares
Principle Wealth Partners LLC $1,540,424 14,798 0.29% Shares
HSBC HOLDINGS PLC $1,415,760 13,600 0.27% Shares
EP Wealth Advisors, LLC $1,403,164 13,479 0.27% Shares
TRUIST FINANCIAL CORP $1,358,642 13,051 0.26% Shares
CoreCap Advisors, LLC $1,319,155 12,672 0.25% Shares
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $1,287,405 12,367 0.24% Shares
INDEPENDENT FINANCIAL GROUP, LLC $1,270,023 12,200 0.24% Shares
Coppell Advisory Solutions LLC $1,262,235 1 0.24% Shares
RFG - Bristol Wealth Advisors, LLC $1,186,035 11,393 0.22% Shares
Rockefeller Capital Management L.P. $1,185,404 11,387 0.22% Shares
Cresset Asset Management, LLC $1,131,715 10,871 0.21% Shares
FLAGSHIP HARBOR ADVISORS, LLC $1,097,318 10,541 0.21% Shares
CIBC Bancorp USA Inc. $1,093,050 10,500 0.21% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $998,117 10,086 0.19% Shares
Creative Planning $991,674 9,526 0.19% Shares
CAPTRUST FINANCIAL ADVISORS $980,102 9,415 0.19% Shares
Pacific Sun Financial Corp $958,241 9,205 0.18% Shares
Brookwood Investment Group LLC $912,541 8,766 0.17% Shares
Mutual Advisors, LLC $910,771 8,749 0.17% Shares
AQR CAPITAL MANAGEMENT LLC $849,459 8,160 0.16% Shares
Concurrent Investment Advisors, LLC $840,319 8,072 0.16% Shares
FIFTH THIRD BANCORP $819,683 7,874 0.16% Shares
OPPENHEIMER & CO INC $809,482 7,776 0.15% Shares
Diversified Enterprises, LLC $792,231 7,610 0.15% Shares
GTS SECURITIES LLC $779,813 7,491 0.15% Shares
THOMPSON DAVIS & CO., INC. $778,148 7,475 0.15% Shares
Sandy Cove Advisors, LLC $734,075 7,052 0.14% Shares
SeaCrest Wealth Management, LLC $732,760 7,039 0.14% Shares
Wealthcare Advisory Partners LLC $687,934 6,608 0.13% Shares
Rubicon Advisors, GP $677,696 6,510 0.13% Shares
Kestra Advisory Services, LLC $675,459 6,489 0.13% Shares
HOWARD FINANCIAL SERVICES, LTD. $664,604 6,384 0.13% Shares
Equitable Holdings, Inc. $639,174 6,140 0.12% Shares
Proficio Capital Partners LLC $624,600 6,000 0.12% Shares
CIBC Private Wealth Group LLC $622,209 11,516 0.12% Shares
Greenspring Advisors, LLC $593,370 5,700 0.11% Shares
Belvedere Trading LLC $582,960 5,600 0.11% Call option
FOUNDERS FINANCIAL SECURITIES LLC $551,834 5,301 0.10% Shares
Prospera Financial Services Inc $550,779 5,291 0.10% Shares
Wealthspire Advisors, LLC $550,585 5,289 0.10% Shares
Mariner, LLC $547,566 5,260 0.10% Shares
NewEdge Advisors, LLC $536,285 5,152 0.10% Shares
AtlasMark Financial, Inc $533,408 5,124 0.10% Shares
CITADEL ADVISORS LLC $530,910 5,100 0.10% Call option
NOVEM GROUP $505,130 4,852 0.10% Shares
Focus Partners Wealth $470,142 4,516 0.09% Shares
Focus Financial Network, Inc. $466,371 4,480 0.09% Shares
FMR LLC $464,588 4,463 0.09% Shares
Belpointe Asset Management LLC $459,497 4,414 0.09% Shares
FLPUTNAM INVESTMENT MANAGEMENT CO $452,835 4,350 0.09% Shares
COMERICA BANK $448,166 7,536 0.08% Shares
Collier Financial $447,095 4,295 0.08% Shares
Acorn Wealth Advisors, LLC $445,236 4,277 0.08% Shares
National Wealth Management Group, LLC $434,722 4,176 0.08% Shares
Cerity Partners LLC $429,130 4,122 0.08% Shares
Allen Mooney & Barnes Investment Advisors LLC $421,605 4,050 0.08% Shares
Wellington Shields & Co., LLC $415,984 3,996 0.08% Shares
LRI Investments, LLC $401,306 3,855 0.08% Shares
Sovran Advisors, LLC $398,208 4,731 0.08% Shares
WBH ADVISORY INC $395,684 3,801 0.08% Shares
NewEdge Wealth, LLC $393,602 3,781 0.07% Shares
JANE STREET GROUP, LLC $390,375 3,750 0.07% Shares
Fortune Financial Group, Inc. $387,252 3,720 0.07% Shares
MinichMacGregor Wealth Management, LLC $378,195 3,633 0.07% Shares
Sigma Planning Corp $377,426 3,626 0.07% Shares
PFG Investments, LLC $358,326 3,442 0.07% Shares
Lido Advisors, LLC $339,782 3,264 0.06% Shares
HARBOUR INVESTMENTS, INC. $339,288 3,259 0.06% Shares
OneDigital Investment Advisors LLC $337,076 3,238 0.06% Shares
AE Wealth Management LLC $329,997 3,170 0.06% Shares
Western Wealth Management, LLC $326,888 3,140 0.06% Shares
TRITONPOINT WEALTH, LLC $322,398 3,097 0.06% Shares
TritonPoint Partners, LLC $322,398 3,097 0.06% Shares
&PARTNERS $314,093 3,017 0.06% Shares
Orion Portfolio Solutions, LLC $312,542 7,719 0.06% Shares
GLENMEDE TRUST CO NA $312,300 3,000 0.06% Shares
Sound Income Strategies, LLC $311,988 2,997 0.06% Shares
Wealthstream Advisors, Inc. $307,971 5,700 0.06% Shares
DAVENPORT & Co LLC $306,580 2,945 0.06% Shares
Bank of New York Mellon Corp $301,751 2,899 0.06% Shares
Procyon Advisors, LLC $299,487 2,877 0.06% Shares
GWN SECURITIES INC. $295,267 2,836 0.06% Shares
NEUBERGER BERMAN GROUP LLC $286,067 2,748 0.05% Shares
Pathstone Holdings, LLC $282,632 2,715 0.05% Shares
AXXCESS WEALTH MANAGEMENT, LLC $281,070 2,700 0.05% Shares
Beacon Pointe Advisors, LLC $280,342 2,693 0.05% Shares
Berbice Capital Management LLC $272,326 2,616 0.05% Shares
Lauterbach Financial Advisors, LLC $262,853 2,525 0.05% Shares
IHT Wealth Management, LLC $261,440 2,511 0.05% Shares
CROWLEY WEALTH MANAGEMENT, INC. $260,965 4,830 0.05% Shares
Sanctuary Advisors, LLC $255,996 2,459 0.05% Shares
Grant Private Wealth Management Inc $255,774 2,457 0.05% Shares
Cyndeo Wealth Partners, LLC $251,143 2,413 0.05% Shares
Cornerstone Wealth Management, LLC $250,191 2,403 0.05% Shares
CAPITAL ADVISORS INC/OK $249,840 2,400 0.05% Shares
Triton Wealth Management, PLLC $245,589 2,570 0.05% Shares
JANE STREET GROUP, LLC $239,430 2,300 0.05% Call option
Sherman Wealth Management LLC $239,006 2,296 0.05% Shares
Stratos Wealth Partners, LTD. $230,061 2,210 0.04% Shares
Western Financial Corp/CA $229,749 2,207 0.04% Shares
Dale Q Rice Investment Management Ltd $228,291 2,193 0.04% Shares
United Advisor Group, LLC $213,197 2,048 0.04% Shares
Steward Partners Investment Advisory, LLC $211,846 2,035 0.04% Shares
MSH Capital Advisors LLC $205,598 1,975 0.04% Shares
Signature Equity Partners, LLC $197,827 1,900 0.04% Shares
Founders Financial Alliance, LLC $187,772 1,804 0.04% Shares
BANK OF MONTREAL /CAN/ $182,180 1,750 0.03% Shares
WELLS FARGO & COMPANY/MN $167,933 1,613 0.03% Shares
Global Retirement Partners, LLC $166,156 1,596 0.03% Shares
Glenmede Investment Management, LP $162,090 3,000 0.03% Shares
BOKF, NA $131,166 1,260 0.02% Shares
Chung Wu Investment Group, LLC $129,084 1,240 0.02% Shares
Semmax Financial Advisors Inc. $128,581 2,563 0.02% Shares
Institute for Wealth Management, LLC. $124,920 1,200 0.02% Shares
EVERMAY WEALTH MANAGEMENT LLC $124,920 1,200 0.02% Shares
JPMORGAN CHASE & CO $124,611 1,230 0.02% Shares
Ashton Thomas Private Wealth, LLC $104,516 1,004 0.02% Shares
CWM, LLC $100,348 1,728 0.02% Shares
IFG Advisory, LLC $97,334 935 0.02% Shares
ASSETMARK, INC $88,069 846 0.02% Shares
Cheviot Value Management, LLC $78,075 750 0.01% Shares
IFP Advisors, Inc $75,160 722 0.01% Shares
Indiana Trust & Investment Management Co $74,432 715 0.01% Shares
US BANCORP \DE\ $67,146 645 0.01% Shares
GGM Financial LLC $65,660 631 0.01% Shares
Westside Investment Management, Inc. $62,460 600 0.01% Shares
Strategic Wealth Partners, Ltd. $62,460 600 0.01% Shares
Rialto Wealth Management, LLC $61,732 593 0.01% Shares
Harbor Asset Planning, Inc. $61,035 586 0.01% Shares
PNC Financial Services Group, Inc. $59,858 575 0.01% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $57,380 573 0.01% Shares
SOA Wealth Advisors, LLC. $56,116 539 0.01% Shares
Farther Finance Advisors, LLC $55,798 536 0.01% Shares
Allworth Financial LP $49,864 479 0.01% Shares
PRIVATE TRUST CO NA $49,135 472 0.01% Shares
Blue Trust, Inc. $44,347 426 0.01% Shares
Strengthening Families & Communities, LLC $41,662 400 0.01% Shares
MPWM ADVISORY SOLUTIONS, LLC $33,312 320 0.01% Shares
Parallel Advisors, LLC $31,334 301 0.01% Shares
Qube Research & Technologies Ltd $28,523 274 0.01% Shares
EDMOND DE ROTHSCHILD HOLDING S.A. $26,025 250 0.00% Shares
Asset Dedication, LLC $24,360 234 0.00% Shares
NorthAvenue LLC $24,360 234 0.00% Shares
Geneos Wealth Management Inc. $23,318 224 0.00% Shares
EverSource Wealth Advisors, LLC $23,214 223 0.00% Shares
Aptus Capital Advisors, LLC $22,590 217 0.00% Shares
Register Financial Advisors LLC $20,824 200 0.00% Shares
Belvedere Trading LLC $20,820 200 0.00% Put option
MARSHALL INVESTMENT MANAGEMENT, LLC $18,061 174 0.00% Shares
CAROLINAS WEALTH CONSULTING LLC $13,306 329 0.00% Shares
FIDUCIARY FINANCIAL ADVISORS $12,909 124 0.00% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $11,243 108 0.00% Shares
Archer Investment Corp $10,410 100 0.00% Shares
Murphy & Mullick Capital Management Corp $10,410 100 0.00% Shares
Federation des caisses Desjardins du Quebec $7,801 75 0.00% Shares
Cambridge Investment Research Advisors, Inc. $5,598 53,777 0.00% Shares
TRUST CO OF VERMONT $5,205 50 0.00% Shares
NATIONAL BANK OF CANADA /FI/ $5,196 50 0.00% Shares
Harborfront Financial Group LLC $4,580 44 0.00% Shares
CNB Bank $4,476 43 0.00% Shares
SHP Wealth Management $4,099 39 0.00% Shares
FLOW TRADERS U.S. LLC $3,840 36,886 0.00% Shares
Opus Capital Group, LLC $3,295 31,653 0.00% Shares
MCGUIRE CAPITAL ADVISORS INC $2,251 22 0.00% Shares
ARMSTRONG ADVISORY GROUP, INC $2,082 20 0.00% Shares
M Holdings Securities, Inc. $1,810 18,174 0.00% Shares
Stephens Consulting, LLC $1,249 21 0.00% Shares
HM PAYSON & CO $1,041 10 0.00% Shares
Aspen Investment Management Inc $896 8,606 0.00% Shares
PARK AVENUE SECURITIES LLC $555 5,330 0.00% Shares
Thrivent Financial for Lutherans $368 3,537 0.00% Shares
Janney Montgomery Scott LLC $277 2,660 0.00% Shares
WEDBUSH SECURITIES INC $261 2,512 0.00% Shares
CENTAURUS FINANCIAL, INC. $186 1,783 0.00% Shares
Coston, McIsaac & Partners $14 138 0.00% Shares
First PREMIER Bank $13 125 0.00% Shares