Who owns GOVT (GOVT)
Which tracked institutional funds hold GOVT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GOVT company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on GOVT is one-sided between 2025-Q4 and 2026-Q1: 369 added or opened and 91 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
GOVT’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 1.0% of theirs — a 0.2pp gap the other way — the median holder sizes GOVT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in GOVT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 920 tracked filers holding GOVT, 621 increased or opened the position and 283 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in GOVT between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 91
- TIAA Wealth Investment Management LLC$586M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$315M
- Virginia Estate & Retirement Planning Advisors Inc.$34M
- Henderson Brothers Financial Partners, LLC$23M
- C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$19M
- SOL Capital Management CO$18M
Full exits 26
- Global Retirement Partners, LLC$18M
- SEVEN MILE ADVISORY$15M
- IFG Advisory, LLC$11M
- Diversify Advisory Services, LLC$10M
- CROBAN$7M
- Vantage Financial Partners, LLC$6M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$1.9B
- BANK OF AMERICA CORP /DE/$1.8B
- US BANCORP \DE\$1.2B
- LPL Financial LLC$486M
- JPMORGAN CHASE & CO$401M
- MORGAN STANLEY$191M
Largest trims
- TIAA TRUST, NATIONAL ASSOCIATION$810M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$533M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$161M
- Jordan Park Group LLC$146M
- FMR LLC$27M
- McKinley Carter Wealth Services, Inc.$21M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 474,769,940 | $10.9B | 28.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 213,742,832 | $4.9B | 12.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 153,894,218 | $3.5B | 9.1% | 2026-Q1 |
| LPL Financial LLC added | 140,890,662 | $3.2B | 8.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 75,290,882 | $1.7B | 4.5% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 54,704,163 | $1.3B | 3.2% | 2026-Q1 |
| US BANCORP \DE\ added | 46,829,856 | $1.2B | 3.1% | 2026-Q1 |
| MORGAN STANLEY added | 41,052,291 | $941M | 2.4% | 2026-Q1 |
| ASSETMARK, INC added | 26,176,498 | $600M | 1.6% | 2026-Q1 |
| TIAA Wealth Investment Management LLC new | 25,607,976 | $586M | 1.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 25,520,521 | $585M | 1.5% | 2026-Q1 |
| Allworth Financial LP added | 23,374,003 | $535M | 1.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 22,955,036 | $521M | 1.4% | 2026-Q1 |
| Fund Evaluation Group, LLC added | 17,999,984 | $412M | 1.1% | 2026-Q1 |
| BlackRock, Inc. added | 15,606,507 | $358M | 0.9% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 13,731,742 | $315M | 0.8% | 2026-Q1 |
| Jordan Park Group LLC trimmed | 12,517,295 | $287M | 0.7% | 2026-Q1 |
| Morningstar Investment Management LLC trimmed | 10,483,782 | $240M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 10,135,363 | $232M | 0.6% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 9,932,883 | $227M | 0.6% | 2026-Q1 |
| UBS Group AG added | 9,433,589 | $216M | 0.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 8,321,113 | $191M | 0.5% | 2026-Q1 |
| TD PRIVATE CLIENT WEALTH LLC added | 8,169,778 | $187M | 0.5% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 7,965,762 | $182M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 7,903,192 | $180M | 0.5% | 2026-Q1 |
| CWM, LLC added | 7,549,432 | $173M | 0.4% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 6,993,963 | $160M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp added | 6,702,133 | $154M | 0.4% | 2026-Q1 |
| Dynasty Wealth Management, LLC added | 6,629,343 | $152M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 6,588,546 | $151M | 0.4% | 2026-Q1 |
| FMR LLC trimmed | 6,269,361 | $144M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 6,218,729 | $142M | 0.4% | 2026-Q1 |
| Norinchukin Bank, The trimmed | 6,158,350 | $141M | 0.4% | 2026-Q1 |
| BROWN ADVISORY INC added | 6,100,423 | $140M | 0.4% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 5,921,573 | $136M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 5,406,893 | $124M | 0.3% | 2026-Q1 |
| Merit Financial Group, LLC added | 5,260,410 | $121M | 0.3% | 2026-Q1 |
| Mill Creek Capital Advisors, LLC added | 5,103,565 | $117M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 4,862,785 | $111M | 0.3% | 2026-Q1 |
| Wedmont Private Capital added | 4,370,401 | $100M | 0.3% | 2026-Q1 |
| MCF Advisors LLC trimmed | 4,165,548 | $95M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 4,042,192 | $93M | 0.2% | 2026-Q1 |
| SYM FINANCIAL Corp added | 3,723,338 | $85M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,695,203 | $85M | 0.2% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co added | 3,691,010 | $85M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC added | 3,646,782 | $84M | 0.2% | 2026-Q1 |
| Crestwood Advisors Group, LLC added | 3,455,968 | $79M | 0.2% | 2026-Q1 |
| 1607 Capital Partners, LLC added | 3,405,172 | $78M | 0.2% | 2026-Q1 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO added | 3,370,370 | $77M | 0.2% | 2026-Q1 |
| CASTLEARK MANAGEMENT LLC | 3,329,569 | $76M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 3,167,395 | $73M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 3,124,094 | $72M | 0.2% | 2026-Q1 |
| Itau Unibanco Holding S.A. | 3,058,691 | $70M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 2,816,353 | $65M | 0.2% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC added | 2,750,431 | $63M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,518,365 | $58M | 0.1% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC added | 2,514,722 | $58M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 2,444,478 | $56M | 0.1% | 2026-Q1 |
| BAILARD, INC. added | 2,352,179 | $54M | 0.1% | 2026-Q1 |
| Cresset Asset Management, LLC added | 2,114,726 | $48M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 2,045,565 | $47M | 0.1% | 2026-Q1 |
| Dodds Wealth, LLC trimmed | 1,990,898 | $46M | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 1,956,630 | $45M | 0.1% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 1,951,668 | $45M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,767,949 | $41M | 0.1% | 2026-Q1 |
| Heck Capital Advisors, LLC added | 1,667,429 | $38M | 0.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 1,634,267 | $37M | 0.1% | 2026-Q1 |
| Foster Group, Inc. trimmed | 1,590,125 | $36M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 1,566,106 | $36M | 0.1% | 2026-Q1 |
| Verum Partners LLC added | 1,554,058 | $36M | 0.1% | 2026-Q1 |
| Virginia Estate & Retirement Planning Advisors Inc. new | 342,206 | $34M | 0.1% | 2026-Q1 |
| 3EDGE Asset Management, LP trimmed | 1,502,677 | $34M | 0.1% | 2026-Q1 |
| BlueStem Wealth Partners, LLC added | 1,447,241 | $33M | 0.1% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 1,416,524 | $32M | 0.1% | 2026-Q1 |
| JB Capital LLC added | 1,392,227 | $32M | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 1,389,814 | $32M | 0.1% | 2026-Q1 |
| Strategic Blueprint, LLC added | 1,371,683 | $31M | 0.1% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 1,350,596 | $31M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 1,313,590 | $30M | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 1,303,146 | $30M | 0.1% | 2026-Q1 |
| Ascent Group, LLC added | 1,279,312 | $29M | 0.1% | 2026-Q1 |
| DDFG, Inc added | 1,256,244 | $29M | 0.1% | 2026-Q1 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 1,250,000 | $29M | 0.1% | 2026-Q1 |
| Wealthspire Advisors, LLC trimmed | 1,234,565 | $28M | 0.1% | 2026-Q1 |
| Acorns Advisers, LLC added | 1,201,622 | $28M | 0.1% | 2026-Q1 |
| Lifeworks Advisors, LLC added | 1,138,418 | $26M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 1,133,394 | $26M | 0.1% | 2026-Q1 |
| Trilogy Capital Inc. added | 1,115,125 | $26M | 0.1% | 2026-Q1 |
| CUTLER INVESTMENT COUNSEL LLC added | 1,111,849 | $25M | 0.1% | 2026-Q1 |
| Johnson Bixby & Associates, LLC added | 1,096,862 | $25M | 0.1% | 2026-Q1 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | 1,088,991 | $25M | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 1,841,277 | $25M | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 1,062,852 | $24M | 0.1% | 2026-Q1 |
| Strategic Investment Advisors / MI added | 1,059,639 | $24M | 0.1% | 2026-Q1 |
| PEAVINE CAPITAL, LLC trimmed | 9,958,797 | $229M | 0.6% | 2025-Q1 stale |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ trimmed | 4,937,659 | $114M | 0.3% | 2025-Q3 stale |
| Heirloom Wealth Management added | 1,836,810 | $42M | 0.1% | 2025-Q1 stale |
| Kovitz Investment Group Partners, LLC trimmed | 1,603,899 | $37M | 0.1% | 2025-Q3 stale |
| Brueske Advisory Services, LLC trimmed | 1,095,992 | $25M | 0.1% | 2025-Q3 stale |
| Rock Creek Group, LP | 1,060,389 | $24M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.