Who Owns IGSB
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in IGSB.
Who crossed 5% of IGSB →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Bangor Savings BankISHS 1-5YR INVS911.8K shadded | $46.7M |
| ATWOOD & PALMER INCCOM363.4K shadded | $18.6M |
| KWMG, LLCISHS 1-5YR INVS343.8K shadded | $17.6M |
| Prosperity Planning, Inc.ISHS 1-5YR INVS341.6K shadded | $17.5M |
| STEPHENS GROUP ASSET MANAGEMENT, LLCISHS 1-5YR INVS327.3K shadded | $16.8M |
| Mendota Financial Group, LLCISHS 1-5YR INVS147.5K shadded | $7.6M |
| Apella Capital, LLCISHS 1-5YR INVS108.2K shadded | $5.5M |
| Aventus Investment Advisors, Inc.ETF100.9K shadded | $5.2M |
| YHB Investment Advisors, Inc.ISHS 1-5YR INVS93.7K shadded | $4.8M |
| Martin Capital Partners, LLCISHS 1-5YR INVS90.2K shadded | $4.6M |
| JUNCTURE WEALTH STRATEGIES, LLCISHS 1-5YR INVS77.6K shtrimmed | $4M |
| CoreCap Advisors, LLCETF77.5K shadded | $4M |
| Wealth Enhancement Trust Services, Inc.ISHS 1-5YR INVS77.2K shadded | $4M |
| Galvin, Gaustad & Stein, LLCISHS 1-5YR INVS75.6K shtrimmed | $3.9M |
| Avidian Wealth Enterprises, LLCISHS 1-5YR INVS63.2K shadded | $3.2M |
| Buska Wealth Management, LLCISHS 1-5YR INVS52.8K shtrimmed | $2.7M |
| Farther Finance Advisors, LLCETF47.4K shadded | $2.4M |
| SAPIENT CAPITAL LLCISHS 1-5YR INVS41.6K shheld | $2.1M |
| TILIA FIDUCIARY PARTNERS, INC.ETF36K shtrimmed | $1.8M |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund32K shadded | $1.6M |
| Ridgewood Investments LLCISHS 1-5YR INVS31.4K shtrimmed | $1.6M |
| American National Bank of TexasFixed Income ETF26.4K shadded | $1.4M |
| TITLEIST ASSET MANAGEMENT, LLCISHS 1-5YR INVS21.2K shtrimmed | $1.1M |
| Weaver Consulting GroupISHS 1-5YR INVS20.2K shtrimmed | $1M |
| Balefire, LLCISHS 1-5YR INVS20K shadded | $1M |
| Exchange BankMUTUAL FUNDS/FI19.3K shheld | $987.4K |
| Factor Wealth Management LTDISHS 1-5YR INVS17K shtrimmed | $871.4K |
| Sunburst Financial Group, LLCISHS 1-5YR INVS14.1K shheld | $720.1K |
| EASTERN BANKISHS 1-5YR INVS12.1K shheld | $618.2K |
| WINEBRENNER CAPITAL MANAGEMENT LLCISHS 1-5YR INVS11.1K shtrimmed | $569.2K |
| Grove Bank & TrustISHS 1-5YR INVS10.9K shadded | $559.1K |
| Councilor Wealth, LLCISHS 1-5YR INVS10.1K shtrimmed | $517.8K |
| MFA WEALTH ADVISORS, LLCISHS 1-5YR INVS9.8K shtrimmed | $500.3K |
| Elm3 Financial Group, LLCISHS 1-5YR INVS9K sh— | $462.9K |
| Successful Portfolios LLCISHS 1-5YR INVS8.5K shtrimmed | $432.8K |
| Capital Advisors Wealth Management, LLCISHS 1-5YR INVS8.3K shadded | $426.6K |
| FIRST COMMUNITY TRUST NAISHS 1-5YR INVS8.1K shheld | $415.7K |
| Paragon Capital Management LtdISHS 1-5YR INVS6.1K sh— | $314.6K |
| Valeo Financial Advisors, LLCETF6.1K shheld | $311.1K |
| Breakwater Capital GroupISHS 1-5YR INVS5.8K sh— | $297.9K |
| RFG - Bristol Wealth Advisors, LLCISHS 1-5YR INVS5.3K shtrimmed | $270.4K |
| Wedmont Private CapitalISHS 1-5YR INVS4.5K sh— | $228.9K |
| Echo45 Advisors LLCISHS 1-5YR INVS4.2K sh— | $217.1K |
| Acropolis Investment Management, LLCISHS 1-5YR INVS2K shheld | $100.7K |
| TOMPKINS FINANCIAL CORPISHS 1-5YR INVS1.5K shheld | $75.5K |
| VALLEY WEALTH MANAGERS, INC.ETF1.3K shtrimmed | $64.7K |
| GK Wealth Management LLCISHS 1-5YR INVS1K sh— | $51.2K |
| Bank of New HampshireISHS 1-5YR INVS753 shheld | $38.6K |
| GILPIN WEALTH MANAGEMENT, LLCISHS 1-5YR INVS178 shheld | $9.1K |
| GAMMA Investing LLCETF82 shtrimmed | $4.2K |
| Olistico Wealth, LLCETF57 shheld | $2.9K |
| Rosenberg Matthew HamiltonETF37 shheld | $1.9K |
| ARMSTRONG ADVISORY GROUP, INCISHS 1-5YR INVS22 shheld | $1.1K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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