Who owns IHAK?
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178 institutions reported holding IHAK, worth $337.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IHAK
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $99.3M | 1,635,100 | −11,129 shares |
| Annex Advisory Services, LLC | Brookfield, WI | $28.9M | 476,282 | New position |
| Morgan Stanley | New York, NY | $21.5M | 354,620 | −453,820 shares |
| LPL Financial LLC | Fort Mill, SC | $20.5M | 338,105 | +1,509 shares |
| UBS Group AG | Zurich, Switzerland | $18.2M | 300,317 | +12,024 shares |
| Wharton Business Group, LLC | Malvern, PA | $17.5M | 288,965 | −28,860 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $8.6M | 141,909 | +155 shares |
| Scotia Capital Inc. | Toronto, Ontario, Canada | $7.9M | 129,319 | −146 shares |
| Nelson Capital Management, LLC | Menlo Park, CA | $5.7M | 93,976 | +77 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $5.1M | 89,831 | +5,112 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IHAK?
178 institutional managers reported holding IHAK in Form 13F filings for June 30, 2026, worth $337.1M in total. The largest reported position was held by Bank of America Corp., at $99.3M.
Did institutions buy or sell IHAK last quarter?
Reported 13F value rose 35.7% from March 31, 2026, which includes price moves as well as buying and selling. 32 firms reported a new position and 17 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IHAK ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.