Who owns IEUR
Which tracked institutional funds hold IEUR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IEUR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-21). 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
108 tracked funds added or opened IEUR while 62 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
IEUR’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes IEUR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IEUR 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 434 tracked filers holding IEUR, 187 increased or opened the position and 223 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 IEUR 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
- GTS FINANCIAL, LLC$9M
- Financial Gravity Companies, Inc.$9M
- Fosun International Ltd$8M
- NewEdge Advisors, LLC$2M
- BRIGHTON JONES LLC$1M
- Advisory Solutions Group, LLC$1M
Full exits 25
- JANE STREET GROUP, LLC$145M
- FLOW TRADERS U.S. LLC$80M
- OLD MISSION CAPITAL LLC$50M
- Smithfield Trust Co$25M
- HighTower Advisors, LLC$15M
- CWM, LLC$15M
Largest adds
- BANK OF AMERICA CORP /DE/$146M
- RAYMOND JAMES FINANCIAL INC$115M
- WestEnd Advisors, LLC$94M
- Mariner, LLC$88M
- TRUIST FINANCIAL CORP$40M
- VICTORY CAPITAL MANAGEMENT INC$38M
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$39M
- LPL Financial LLC$27M
- MML INVESTORS SERVICES, LLC$19M
- True Link Financial Advisors, LLC$9M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6M
- Bank Julius Baer & Co. Ltd, Zurich$5M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 9,022,375 | $678M | 11.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 8,938,682 | $672M | 11.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 8,762,775 | $655M | 11.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 5,870,602 | $441M | 7.6% | 2026-Q2 |
| WestEnd Advisors, LLC added | 4,841,845 | $364M | 6.2% | 2026-Q2 |
| CI INVESTMENTS INC. added | 3,619,965 | $272M | 4.7% | 2026-Q2 |
| MORGAN STANLEY added | 3,044,648 | $229M | 3.9% | 2026-Q2 |
| ASSETMARK, INC added | 2,550,620 | $192M | 3.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 2,543,078 | $191M | 3.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 2,327,496 | $175M | 3.0% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,914,453 | $144M | 2.5% | 2026-Q2 |
| Mariner, LLC added | 1,299,788 | $98M | 1.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,265,815 | $95M | 1.6% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 1,206,942 | $91M | 1.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,117,770 | $84M | 1.4% | 2026-Q2 |
| Elm Partners Management LLC trimmed | 1,017,711 | $77M | 1.3% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 982,923 | $74M | 1.3% | 2026-Q2 |
| UBS Group AG added | 869,425 | $65M | 1.1% | 2026-Q2 |
| Roberts Financial Services LLC added | 822,766 | $62M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 819,522 | $62M | 1.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 757,843 | $57M | 1.0% | 2026-Q2 |
| Korea Investment CORP added | 742,154 | $56M | 1.0% | 2026-Q2 |
| GenTrust, LLC trimmed | 621,869 | $47M | 0.8% | 2026-Q2 |
| MV CAPITAL MANAGEMENT, INC. | 606,247 | $43M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 605,366 | $46M | 0.8% | 2026-Q2 |
| TRUE Private Wealth Advisors trimmed | 541,317 | $41M | 0.7% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 507,004 | $38M | 0.7% | 2026-Q2 |
| Americana Partners, LLC added | 500,648 | $38M | 0.6% | 2026-Q2 |
| Blue Edge Capital, LLC trimmed | 481,757 | $36M | 0.6% | 2026-Q2 |
| Karpus Management, Inc. trimmed | 481,445 | $36M | 0.6% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 458,107 | $34M | 0.6% | 2026-Q2 |
| ES4, LLC added | 366,091 | $28M | 0.5% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich trimmed | 338,041 | $25M | 0.4% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 276,032 | $21M | 0.4% | 2026-Q2 |
| Altman Advisors, Inc. trimmed | 265,639 | $20M | 0.3% | 2026-Q2 |
| Garde Capital, Inc. trimmed | 262,598 | $20M | 0.3% | 2026-Q2 |
| Ballentine Partners, LLC trimmed | 231,034 | $17M | 0.3% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC added | 229,242 | $17M | 0.3% | 2026-Q2 |
| PALISADE CAPITAL MANAGEMENT, LP added | 221,073 | $17M | 0.3% | 2026-Q2 |
| AlphaStar Capital Management, LLC added | 209,997 | $16M | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 204,382 | $15M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 200,660 | $15M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 197,699 | $15M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 186,301 | $14M | 0.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 185,590 | $14M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 180,530 | $13M | 0.2% | 2026-Q2 |
| Tanager Wealth Management LLP added | 175,982 | $13M | 0.2% | 2026-Q2 |
| Coastal Bridge Advisors, LLC added | 171,670 | $13M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 170,256 | $13M | 0.2% | 2026-Q2 |
| FIL Ltd added | 166,001 | $12M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 160,306 | $12M | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 158,775 | $12M | 0.2% | 2026-Q2 |
| GTS FINANCIAL, LLC new | 142,271 | $9M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 140,400 | $11M | 0.2% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 139,408 | $10M | 0.2% | 2026-Q2 |
| LARCH CAPITAL PARTNERS LLC added | 137,048 | $10M | 0.2% | 2026-Q2 |
| Integris Wealth Management, LLC trimmed | 134,183 | $10M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC added | 128,564 | $10M | 0.2% | 2026-Q2 |
| MERIDIAN MANAGEMENT CO trimmed | 124,385 | $9M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 122,578 | $9M | 0.2% | 2026-Q2 |
| Financial Gravity Companies, Inc. added | 120,667 | $9M | 0.2% | 2026-Q2 |
| Consilium Wealth Advisory, LLC added | 118,876 | $9M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 116,343 | $9M | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 113,477 | $9M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 108,810 | $8M | 0.1% | 2026-Q2 |
| Fosun International Ltd new | 107,970 | $8M | 0.1% | 2026-Q2 |
| Private Wealth Advisors, LLC added | 107,061 | $8M | 0.1% | 2026-Q2 |
| ASHFORD CAPITAL MANAGEMENT INC trimmed | 103,969 | $8M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 103,561 | $8M | 0.1% | 2026-Q2 |
| BlackRock, Inc. added | 95,570 | $7M | 0.1% | 2026-Q2 |
| AlTi Global, Inc. added | 92,731 | $7M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 89,694 | $7M | 0.1% | 2026-Q2 |
| AtlasMark Financial, Inc added | 86,589 | $7M | 0.1% | 2026-Q2 |
| ACIMA PRIVATE WEALTH, LLC trimmed | 86,471 | $7M | 0.1% | 2026-Q2 |
| Buska Wealth Management, LLC added | 84,808 | $6M | 0.1% | 2026-Q2 |
| Pictet North America Advisors SA added | 68,531 | $5M | 0.1% | 2026-Q2 |
| Fiduciary Trust Co trimmed | 66,045 | $5M | 0.1% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 65,347 | $5M | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 64,298 | $5M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 63,818 | $5M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 63,399 | $5M | 0.1% | 2026-Q2 |
| AMG National Trust Bank trimmed | 61,377 | $5M | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC added | 59,727 | $4M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 58,938 | $4M | 0.1% | 2026-Q2 |
| ATLAS CAPITAL ADVISORS INC. | 56,128 | $4M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 55,993 | $4M | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 55,827 | $4M | 0.1% | 2026-Q2 |
| Birnam Oak Advisors, LP | 55,000 | $4M | 0.1% | 2026-Q2 |
| Lido Advisors, LLC added | 54,564 | $4M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 54,164 | $4M | 0.1% | 2026-Q2 |
| PGIM Custom Harvest LLC added | 53,016 | $4M | 0.1% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 51,834 | $4M | 0.1% | 2026-Q2 |
| WBH ADVISORY INC trimmed | 51,313 | $4M | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 51,284 | $4M | 0.1% | 2026-Q2 |
| Arista Wealth Management, LLC | 50,665 | $4M | 0.1% | 2026-Q2 |
| Roof Eidam Maycock Peralta, LLC trimmed | 49,715 | $4M | 0.1% | 2026-Q2 |
| Quartz Partners, LLC trimmed | 49,660 | $4M | 0.1% | 2026-Q2 |
| GeoWealth Management, LLC added | 49,001 | $4M | 0.1% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 46,752 | $4M | 0.1% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 45,952 | $3M | 0.1% | 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.