Who owns IAUM
Which tracked institutional funds hold IAUM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IAUM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
34 tracked funds added or opened IAUM while 82 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
IAUM’s largest tracked holder by dollar value, Sumitomo Mitsui Trust Group, Inc., sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IAUM 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 2026-Q1 and 2026-Q2, across 247 tracked filers holding IAUM, 137 increased or opened the position and 121 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 IAUM between the 2026-Q1 and 2026-Q2 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 10
- Encompass More Asset Management$4M
- RENAISSANCE TECHNOLOGIES LLC$3M
- Trek Financial, LLC$3M
- M&T Bank Corp$1M
- BIP Wealth, LLC$1M
- Global Retirement Partners, LLC$1M
Full exits 22
- Quadrature Capital Ltd$46M
- Myriad Asset Management Advisors LLC$36M
- Myriad Asset Management US LP$13M
- Thrivent Financial for Lutherans$11M
- Jump Financial, LLC$6M
- Amundi$6M
Largest adds
- BlackRock, Inc.$58M
- Asset Management One Co., Ltd.$31M
- SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO$24M
- CAPTRUST FINANCIAL ADVISORS$6M
- Arax Advisory Partners$5M
- Savvy Advisors, Inc.$4M
Largest trims
- Alaska Permanent Fund Corp$171M
- Sumitomo Mitsui Trust Group, Inc.$124M
- Heck Capital Advisors, LLC$90M
- ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP$57M
- Vident Advisory, LLC$52M
- BANK OF AMERICA CORP /DE/$24M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. added | 28,234,927 | $1.1B | 46.0% | 2026-Q2 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO added | 3,965,691 | $159M | 6.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,407,229 | $136M | 5.5% | 2026-Q2 |
| BlackRock, Inc. added | 2,438,487 | $98M | 4.0% | 2026-Q2 |
| Asset Management One Co., Ltd. added | 2,430,865 | $97M | 4.0% | 2026-Q2 |
| Blue Trust, Inc. trimmed | 1,583,057 | $63M | 2.6% | 2026-Q2 |
| AlTi Global, Inc. added | 1,419,049 | $57M | 2.3% | 2026-Q2 |
| AlphaCore Capital LLC added | 1,071,629 | $43M | 1.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 944,053 | $38M | 1.5% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 842,374 | $34M | 1.4% | 2026-Q2 |
| BOK Financial Private Wealth, Inc. trimmed | 747,968 | $30M | 1.2% | 2026-Q2 |
| Vident Advisory, LLC trimmed | 676,383 | $27M | 1.1% | 2026-Q2 |
| Heck Capital Advisors, LLC trimmed | 584,557 | $23M | 1.0% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 520,000 | $21M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 461,001 | $18M | 0.8% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 451,463 | $18M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 437,815 | $18M | 0.7% | 2026-Q2 |
| MAI Capital Management added | 433,092 | $17M | 0.7% | 2026-Q2 |
| Fielder Capital Group LLC added | 395,257 | $16M | 0.6% | 2026-Q2 |
| Ancora Advisors LLC trimmed | 377,224 | $15M | 0.6% | 2026-Q2 |
| Avestar Capital, LLC trimmed | 365,566 | $15M | 0.6% | 2026-Q2 |
| Reliant Wealth Planning added | 354,094 | $14M | 0.6% | 2026-Q2 |
| China Universal Asset Management Co., Ltd. added | 353,000 | $14M | 0.6% | 2026-Q2 |
| United Community Bank trimmed | 347,362 | $14M | 0.6% | 2026-Q2 |
| Versant Capital Management, Inc added | 345,409 | $14M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 295,851 | $12M | 0.5% | 2026-Q2 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP trimmed | 291,255 | $12M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 289,287 | $12M | 0.5% | 2026-Q2 |
| World Investment Advisors trimmed | 271,429 | $13M | 0.5% | 2026-Q2 |
| HOWLAND CAPITAL MANAGEMENT LLC trimmed | 268,081 | $11M | 0.4% | 2026-Q2 |
| Permanens Capital L.P. | 265,651 | $11M | 0.4% | 2026-Q2 |
| SIGMA INVESTMENT COUNSELORS INC trimmed | 239,218 | $10M | 0.4% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 221,719 | $9M | 0.4% | 2026-Q2 |
| SFM, LLC added | 220,012 | $9M | 0.4% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 215,310 | $9M | 0.4% | 2026-Q2 |
| LPL Financial LLC added | 200,740 | $8M | 0.3% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 198,410 | $8M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 197,987 | $8M | 0.3% | 2026-Q2 |
| Raub Brock Capital Management LP trimmed | 195,990 | $8M | 0.3% | 2026-Q2 |
| Fifth Third Wealth Advisors LLC added | 188,326 | $8M | 0.3% | 2026-Q2 |
| TABLEAUX LLC added | 183,367 | $7M | 0.3% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 182,548 | $7M | 0.3% | 2026-Q2 |
| Greenline Partners, LLC | 170,451 | $7M | 0.3% | 2026-Q2 |
| Savvy Advisors, Inc. added | 157,209 | $6M | 0.3% | 2026-Q2 |
| VICUS CAPITAL added | 145,595 | $6M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 139,695 | $6M | 0.2% | 2026-Q2 |
| Bauman Advisory Group, LLC trimmed | 139,413 | $6M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 130,731 | $5M | 0.2% | 2026-Q2 |
| CASTLE WEALTH MANAGEMENT LLC added | 128,624 | $5M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 127,024 | $5M | 0.2% | 2026-Q2 |
| Spectrum Strategic Capital Management, LLC trimmed | 125,114 | $5M | 0.2% | 2026-Q2 |
| Stonehage Fleming Financial Services Holdings Ltd added | 118,947 | $5M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 115,903 | $5M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 113,598 | $5M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 109,039 | $4M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 100,435 | $4M | 0.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 99,708 | $4M | 0.2% | 2026-Q2 |
| Summit Financial, LLC added | 97,266 | $4M | 0.2% | 2026-Q2 |
| Encompass More Asset Management new | 94,367 | $4M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 86,690 | $3M | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 84,489 | $3M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 83,823 | $3M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 81,791 | $3M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 81,067 | $3M | 0.1% | 2026-Q2 |
| M Wealth Management, LLC added | 77,013 | $3M | 0.1% | 2026-Q2 |
| Trek Financial, LLC new | 73,521 | $3M | 0.1% | 2026-Q2 |
| Empowered Funds, LLC added | 72,922 | $3M | 0.1% | 2026-Q2 |
| Turning Point Benefit Group, Inc. trimmed | 66,827 | $3M | 0.1% | 2026-Q2 |
| Owl Creek Wealth Partners LLC added | 66,699 | $3M | 0.1% | 2026-Q2 |
| STUART INVESTMENT ADVISORS, INC. added | 66,599 | $3M | 0.1% | 2026-Q2 |
| Firestone Capital Management added | 65,787 | $3M | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. added | 61,556 | $2M | 0.1% | 2026-Q2 |
| SteelPeak Wealth, LLC added | 59,854 | $2M | 0.1% | 2026-Q2 |
| BOKF, NA added | 59,394 | $2M | 0.1% | 2026-Q2 |
| EVERMAY WEALTH MANAGEMENT LLC added | 53,864 | $2M | 0.1% | 2026-Q2 |
| Cedar Point Capital Partners, LLC added | 53,747 | $2M | 0.1% | 2026-Q2 |
| Choate Investment Advisors | 53,698 | $2M | 0.1% | 2026-Q2 |
| Sankala Group LLC added | 53,284 | $2M | 0.1% | 2026-Q2 |
| Stokes Family Office, LLC trimmed | 51,763 | $2M | 0.1% | 2026-Q2 |
| Creative Planning added | 50,662 | $2M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD trimmed | 50,000 | $2M | 0.1% | 2026-Q2 |
| Chemistry Wealth Management LLC added | 47,264 | $2M | 0.1% | 2026-Q2 |
| Westfuller Advisors, LLC added | 44,826 | $2M | 0.1% | 2026-Q2 |
| OARSMAN CAPITAL, INC. trimmed | 41,961 | $2M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 39,562 | $2M | 0.1% | 2026-Q2 |
| Tactive Advisors, LLC added | 39,508 | $2M | 0.1% | 2026-Q2 |
| M&T Bank Corp new | 37,374 | $1M | 0.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 37,226 | $1M | 0.1% | 2026-Q2 |
| &PARTNERS added | 36,194 | $1M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 33,604 | $1M | 0.1% | 2026-Q2 |
| Rooted Wealth Advisors, Inc. added | 33,305 | $1M | 0.1% | 2026-Q2 |
| Tidal Investments LLC trimmed | 33,181 | $1M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 32,972 | $1M | 0.1% | 2026-Q2 |
| Cushing Capital Partners, LLC added | 32,923 | $1M | 0.1% | 2026-Q2 |
| Wedmont Private Capital trimmed | 32,410 | $1M | 0.1% | 2026-Q2 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC added | 31,752 | $1M | 0.1% | 2026-Q2 |
| BIP Wealth, LLC new | 31,072 | $1M | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 31,005 | $1M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 30,467 | $1M | 0.0% | 2026-Q2 |
| BROWN ADVISORY INC added | 30,456 | $1M | 0.0% | 2026-Q2 |
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.