| 843K |
| $51.4M |
| -5.5% |
| 4.239% |
| 0.07% |
| 4 | IBEX INVESTORS LLC | 805K | $49.1M | -10.7% | 4.047% | 25.31% |
| 5 | BlackRock, Inc. | 511K | $31.2M | -2.6% | 2.569% | 0.00% |
| 6 | RICE HALL JAMES & ASSOCIATES, LLC | 475K | $29.0M | -10.6% | 2.390% | 1.41% |
| 7 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 346K | $21.1M | +1.0% | 1.740% | 0.01% |
| 8 | STATE STREET CORP | 307K | $18.8M | +73.0% | 1.542% | 0.00% |
| 9 | Man Group plc | 285K | $17.4M | +23.5% | 1.434% | 0.03% |
| 10 | Nuveen, LLC | 245K | $14.9M | +3.1% | 1.232% | 0.00% |
| 11 | River Road Asset Management, LLC | 156K | $9.5M | -49.1% | 0.782% | 0.11% |
| 12 | Aristides Capital LLC | 154K | $9.4M | -41.7% | 0.775% | 1.83% |
| 13 | LAZARD ASSET MANAGEMENT LLC | 151K | $9.2M | +35.2% | 0.759% | 0.01% |
| 14 | Pekin Hardy Strauss, Inc. | 149K | $9.1M | -15.3% | 0.749% | 0.80% |
| 15 | MILLER VALUE PARTNERS, LLC | 134K | $8.2M | -34.4% | 0.672% | 1.93% |
| 16 | Strategic Global Advisors, LLC | 130K | $7.9M | +2.3% | 0.651% | 1.13% |
| 17 | Inlet Private Wealth, LLC | 125K | $7.6M | 0.0% | 0.630% | 1.86% |
| 18 | Vulcan Value Partners, LLC | 124K | $7.6M | -74.9% | 0.624% | 0.23% |
| 19 | Qube Research & Technologies Ltd | 121K | $7.4M | +38.7% | 0.608% | 0.01% |
| 20 | PEAK6 LLC | 120K | $7.3M | +2536.2% | 0.603% | 0.02% |
| 21 | SEIZERT CAPITAL PARTNERS, LLC | 120K | $7.3M | -3.5% | 0.601% | 0.30% |
| 22 | FIRST TRUST ADVISORS LP | 117K | $7.1M | +33.1% | 0.588% | 0.00% |
| 23 | MILLENNIUM MANAGEMENT LLC | 111K | $6.8M | -5.6% | 0.560% | 0.00% |
| 24 | SEI INVESTMENTS CO | 111K | $6.8M | -0.5% | 0.560% | 0.01% |
| 25 | MARSHALL WACE, LLP | 99K | $6.1M | +548.3% | 0.499% | 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 ITRN — a direct measure of their conviction.
| 59.27% |
| 3.50 pp |
| $372M |
| +9.4% |
| Q4 2024 | 125 | +8.7% | 62.77% | 0.39 pp | $340M | +16% |
| Q3 2024 | 115 | — | 63.16% | — | $293M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
35 institutions opened new positions in ITRN during Q2 2026, while 11 fully exited. 143 added to existing positions and 22 trimmed.
ITRN institutional ownership rose by 0.39 percentage points quarter-over-quarter, with a net change of +25 holders.
The top 10 institutions account for 55.5% of all reported 13F value in ITRN, and the top 25 account for 74.7%.
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.