IEI Institutional Ownership
Who owns IEI and what the big funds did with it last quarter, from every SEC 13F filing. 821 funds reported holding IEI at Jun 30, 2026.
- ●377 buying vs 390 selling
- ▼Shares held by funds -1.5%
- ▼Funds holding -20
- ▼Superinvestors: 1 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 821 | 841 | −2.4% |
| In funds' top 10 | 60 | 76 | −21.1% |
| 13F shares | 130M | 133M | −1.5% |
| Held by funds | – | – | – |
| New positions | 67 | 69 | −2.9% |
| Increased | 310 | 347 | −10.7% |
| Reduced | 308 | 258 | +19.4% |
| Sold out | 82 | 86 | −4.7% |
| Calls (shares) | 2,000 | 2,000 | 0.0% |
| Puts (shares) | 0 | 109K | −100.0% |
| Put/call ratio | 0.00 | 10269.56 | −100.0% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in IEI
All superinvestors →
Who owns IEI
share of fund held shares- Index and passive funds4.8%
- Active managers and hedge funds55.2%
- Banks and brokers39.6%
- Pensions, insurers and other0.4%
The top 10 holders own 46.8% of all IEI shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
654 funds changed their position- Jpmorgan Chase & CoTrimmed−5.6M sh
- Tanglewood Wealth Management, Inc.Trimmed−1.4M sh
- Invesco Ltd.Trimmed−1.3M sh
- Wilshire Advisors LLCNew+1.3M sh
- Assetmark, IncAdded+917K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co | – | 19.5M | $2.3B | +689K |
| 2 | Bank of America Corp /de/ | – | 9.2M | $1.1B | −40K |
| 3 | Captrust Financial Advisors | – | 6.8M | $803M | +580K |
| 4 | Financial Engines Advisors L.L.C. | – | 4.3M | $509M | +99K |
| 5 | Invesco Ltd. | – | 4.3M | $504M | 0 |
| 6 | Assetmark, Inc | – | 3.9M | $463M | +587K |
| 7 | Fmr LLC | – | 3.7M | $434M | +544K |
| 8 | Envestnet Asset Management Inc | – | 3.4M | $402M | −413K |
| 9 | Morgan Stanley | – | 3M | $355M | +166K |
| 10 | Ameriprise Financial Inc | – | 2.9M | $339M | +40K |
- Roehl & Yi Investment Advisors, LLC+944K sh+$111M
- Jpmorgan Chase & Co+689K sh+$81.2M
- Citigroup Inc+607K sh+$71.3M
- Assetmark, Inc+587K sh+$69M
- Captrust Financial Advisors+580K sh+$68.1M
- Fmr LLC+544K sh+$63.9M
- 3EDGE Asset Management, LP+244K sh+$28.7M
- Cambridge Investment Research Advisors, Inc.+239K sh+$28.1M
- Wit, LLC−1.6M sh−$188M
- UBS Group AG−1.1M sh−$130M
- Bluespring Wealth Management, LLC−616K sh−$73M
- Armstrong Advisory Group, Inc−427K sh−$50.2M
- Goldman Sachs Group Inc−422K sh−$49.5M
- University of Illinois Foundation−411K sh−$48.7M
- Envestnet Asset Management Inc−413K sh−$48.5M
- Clarity Financial LLC−384K sh−$45.1M
IEI institutional ownership FAQ
Who owns the most IEI stock?
In Q2 2026 13F filings the largest holder of IEI was Jpmorgan Chase & Co, followed by Bank of America Corp /de/ and Captrust Financial Advisors. Index fund managers are usually the biggest holders of large companies.
What percentage of IEI is owned by institutions?
821 funds reported holding 130M IEI shares at Jun 30, 2026.
Are hedge funds buying IEI?
In Q2 2026, 377 funds bought IEI (67 of them new positions) and 390 sold (82 sold out completely). Among well known investors, 1 added and 2 cut. Our fund sentiment for IEI is bearish.
What is IEI's institutional put/call ratio?
Funds reported $0 of IEI puts against $100 of calls, a put/call ratio of 0.00 (10269.56 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this IEI ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.