| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 61K | $16.6M | +0.1% | 3.213% | 0.00% |
| 5 | TWO SIGMA INVESTMENTS, LP | 54K | $14.9M | +7.5% | 2.884% | 0.01% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 40K | $10.8M | +6.3% | 2.099% | 0.00% |
| 7 | STATE STREET CORP | 30K | $8.3M | +2.5% | 1.607% | 0.00% |
| 8 | GOLDMAN SACHS GROUP INC | 29K | $7.9M | -7.4% | 1.525% | 0.00% |
| 9 | THIRD AVENUE MANAGEMENT LLC | 22K | $6.0M | 0.0% | 1.160% | 0.96% |
| 10 | Aristides Capital LLC | 20K | $5.6M | +8.1% | 1.085% | 1.09% |
| 11 | AMERICAN CENTURY COMPANIES INC | 17K | $4.7M | +410.1% | 0.901% | 0.00% |
| 12 | NORTHERN TRUST CORP | 14K | $3.9M | +7.6% | 0.747% | 0.00% |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 14K | $3.7M | +27.5% | 0.726% | 0.00% |
| 14 | Bank of New York Mellon Corp | 13K | $3.6M | +2.8% | 0.694% | 0.00% |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | 13K | $3.4M | +7.3% | 0.664% | 0.00% |
| 16 | BNP PARIBAS FINANCIAL MARKETS | 12K | $3.4M | -6.7% | 0.651% | 0.00% |
| 17 | VANGUARD FIDUCIARY TRUST CO | 10K | $2.8M | -3.8% | 0.544% | 0.00% |
| 18 | MORGAN STANLEY | 9K | $2.4M | -53.4% | 0.470% | 0.00% |
| 19 | JANE STREET GROUP, LLC | 7K | $2.0M | +147.2% | 0.382% | 0.00% |
| 20 | OPPENHEIMER & CO INC | 7K | $1.9M | 0.0% | 0.358% | 0.02% |
| 21 | XTX Topco Ltd | 7K | $1.8M | — | 0.346% | 0.02% |
| 22 | BANK OF AMERICA CORP /DE/ | 6K | $1.6M | -8.0% | 0.301% | 0.00% |
| 23 | Quantinno Capital Management LP | 5K | $1.5M | +89.7% | 0.288% | 0.00% |
| 24 | AQR CAPITAL MANAGEMENT LLC | 5K | $1.5M | +184.4% | 0.288% | 0.00% |
| 25 | FIRST TRUST ADVISORS LP | 5K | $1.4M | +4.3% | 0.276% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ITIC — a direct measure of their conviction.
| 44.81% |
| 0.09 pp |
| $201M |
| +1.4% |
| Q4 2024 | 101 | +7.4% | 44.90% | +0.29 pp | $198M | +3.2% |
| Q3 2024 | 94 | — | 44.61% | — | $192M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
11 institutions opened new positions in ITIC during Q2 2026, while 7 fully exited. 95 added to existing positions and 14 trimmed.
ITIC institutional ownership rose by 1.76 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 72.9% of all reported 13F value in ITIC, and the top 25 account for 88.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.