Who owns IEUR (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-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
93 tracked funds added or opened IEUR while 77 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.0pp 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 2025-Q4 and 2026-Q1, across 446 tracked filers holding IEUR, 210 increased or opened the position and 197 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 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 18
- OLD MISSION CAPITAL LLC$50M
- Pictet North America Advisors SA$5M
- Banque Transatlantique SA$3M
- DRW Securities, LLC$2M
- FIFTH THIRD BANCORP$2M
- BANK OF NOVA SCOTIA$2M
Full exits 23
- Janney Montgomery Scott LLC$54M
- a16z Perennial Management, L.P.$47M
- Metis Global Partners, LLC$35M
- Blue Edge Capital, LLC$32M
- PARK AVENUE SECURITIES LLC$29M
- Stonebridge Financial Group, LLC$27M
Largest adds
- RAYMOND JAMES FINANCIAL INC$257M
- BANK OF AMERICA CORP /DE/$257M
- WestEnd Advisors, LLC$214M
- ENVESTNET ASSET MANAGEMENT INC$181M
- TRUIST FINANCIAL CORP$104M
- JANE STREET GROUP, LLC$97M
Largest trims
- MORGAN STANLEY$30M
- AlphaStar Capital Management, LLC$29M
- MML INVESTORS SERVICES, LLC$28M
- JPMORGAN CHASE & CO$22M
- CI INVESTMENTS INC.$20M
- FLOW TRADERS U.S. LLC$12M
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 10,123,774 | $711M | 12.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 9,151,803 | $623M | 10.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 7,579,128 | $533M | 9.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 4,645,825 | $326M | 5.6% | 2026-Q1 |
| WestEnd Advisors, LLC added | 3,843,829 | $270M | 4.6% | 2026-Q1 |
| CI INVESTMENTS INC. trimmed | 3,549,159 | $249M | 4.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 3,005,929 | $211M | 3.6% | 2026-Q1 |
| LPL Financial LLC added | 2,867,259 | $201M | 3.5% | 2026-Q1 |
| ASSETMARK, INC added | 2,380,720 | $167M | 2.9% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 2,155,955 | $151M | 2.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 2,059,903 | $145M | 2.5% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,501,248 | $105M | 1.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,229,530 | $86M | 1.5% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 1,214,097 | $85M | 1.5% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 1,143,953 | $80M | 1.4% | 2026-Q1 |
| Elm Partners Management LLC added | 1,119,616 | $76M | 1.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 1,083,579 | $76M | 1.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,049,342 | $74M | 1.3% | 2026-Q1 |
| MATHER GROUP, LLC. trimmed | 992,612 | $70M | 1.2% | 2026-Q1 |
| Cetera Investment Advisers added | 940,191 | $66M | 1.1% | 2026-Q1 |
| UBS Group AG added | 813,611 | $57M | 1.0% | 2026-Q1 |
| Roberts Financial Services LLC added | 807,195 | $57M | 1.0% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 718,240 | $50M | 0.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 694,956 | $49M | 0.8% | 2026-Q1 |
| Korea Investment CORP added | 680,378 | $48M | 0.8% | 2026-Q1 |
| GenTrust, LLC trimmed | 631,240 | $44M | 0.8% | 2026-Q1 |
| MV CAPITAL MANAGEMENT, INC. added | 606,247 | $43M | 0.7% | 2026-Q1 |
| TRUE Private Wealth Advisors added | 547,549 | $38M | 0.7% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 520,683 | $37M | 0.6% | 2026-Q1 |
| Karpus Management, Inc. added | 492,537 | $35M | 0.6% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 467,554 | $33M | 0.6% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich trimmed | 436,911 | $31M | 0.5% | 2026-Q1 |
| Americana Partners, LLC added | 403,226 | $28M | 0.5% | 2026-Q1 |
| ES4, LLC trimmed | 358,678 | $25M | 0.4% | 2026-Q1 |
| Smithfield Trust Co added | 353,028 | $25M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 299,662 | $21M | 0.4% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 269,881 | $19M | 0.3% | 2026-Q1 |
| Altman Advisors, Inc. added | 268,835 | $19M | 0.3% | 2026-Q1 |
| Garde Capital, Inc. trimmed | 263,562 | $19M | 0.3% | 2026-Q1 |
| Ballentine Partners, LLC | 233,964 | $16M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 220,420 | $15M | 0.3% | 2026-Q1 |
| PALISADE CAPITAL MANAGEMENT, LP added | 219,447 | $15M | 0.3% | 2026-Q1 |
| CWM, LLC added | 217,784 | $15M | 0.3% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 217,396 | $15M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 216,245 | $15M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 213,143 | $15M | 0.3% | 2026-Q1 |
| Creative Planning added | 208,269 | $15M | 0.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 203,288 | $14M | 0.2% | 2026-Q1 |
| Betterment LLC trimmed | 192,049 | $13M | 0.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 186,003 | $13M | 0.2% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 172,138 | $12M | 0.2% | 2026-Q1 |
| Cerity Partners LLC trimmed | 160,221 | $11M | 0.2% | 2026-Q1 |
| Amundi added | 155,915 | $11M | 0.2% | 2026-Q1 |
| Tanager Wealth Management LLP added | 153,598 | $11M | 0.2% | 2026-Q1 |
| Palisades Hudson Asset Management, L.P. trimmed | 151,867 | $11M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 150,217 | $11M | 0.2% | 2026-Q1 |
| FIL Ltd trimmed | 148,118 | $10M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 144,320 | $10M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 143,183 | $10M | 0.2% | 2026-Q1 |
| Integris Wealth Management, LLC trimmed | 134,701 | $9M | 0.2% | 2026-Q1 |
| Coastal Bridge Advisors, LLC added | 133,775 | $9M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 132,804 | $9M | 0.2% | 2026-Q1 |
| True Link Financial Advisors, LLC | 127,792 | $9M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 126,049 | $9M | 0.2% | 2026-Q1 |
| MERIDIAN MANAGEMENT CO trimmed | 124,476 | $9M | 0.1% | 2026-Q1 |
| Financial Gravity Asset Management, Inc. added | 120,171 | $8M | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 120,023 | $8M | 0.1% | 2026-Q1 |
| Consilium Wealth Advisory, LLC added | 113,490 | $8M | 0.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 112,365 | $8M | 0.1% | 2026-Q1 |
| ASHFORD CAPITAL MANAGEMENT INC added | 108,972 | $8M | 0.1% | 2026-Q1 |
| NorthRock Partners, LLC trimmed | 106,545 | $7M | 0.1% | 2026-Q1 |
| Private Wealth Advisors, LLC added | 100,230 | $7M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 98,398 | $7M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 96,321 | $7M | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC added | 94,731 | $7M | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 88,606 | $6M | 0.1% | 2026-Q1 |
| ACIMA PRIVATE WEALTH, LLC added | 88,113 | $6M | 0.1% | 2026-Q1 |
| AlTi Global, Inc. | 86,675 | $6M | 0.1% | 2026-Q1 |
| WBH ADVISORY INC trimmed | 84,547 | $6M | 0.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 81,544 | $6M | 0.1% | 2026-Q1 |
| Motley Fool Wealth Management, LLC trimmed | 80,414 | $6M | 0.1% | 2026-Q1 |
| Buska Wealth Management, LLC added | 76,685 | $5M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 76,288 | $5M | 0.1% | 2026-Q1 |
| Quartz Partners, LLC added | 73,362 | $5M | 0.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 70,008 | $5M | 0.1% | 2026-Q1 |
| State of New Jersey Common Pension Fund D | 1,101,056 | $66M | 1.1% | 2025-Q1 stale |
| Janney Montgomery Scott LLC added | 757,842 | $54M | 0.9% | 2025-Q4 stale |
| a16z Perennial Management, L.P. new | 853,180 | $47M | 0.8% | 2025-Q4 stale |
| LANSDOWNE PARTNERS (UK) LLP trimmed | 1,294,045 | $43M | 0.7% | 2025-Q1 stale |
| Metis Global Partners, LLC added | 490,675 | $35M | 0.6% | 2025-Q4 stale |
| Blue Edge Capital, LLC added | 451,804 | $32M | 0.5% | 2025-Q4 stale |
| PARK AVENUE SECURITIES LLC added | 406,575 | $29M | 0.5% | 2025-Q4 stale |
| Stonebridge Financial Group, LLC trimmed | 374,988 | $27M | 0.5% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 328,058 | $23M | 0.4% | 2025-Q4 stale |
| Integrated Advisors Network LLC trimmed | 193,190 | $13M | 0.2% | 2025-Q3 stale |
| B&D White Capital Company, LLC trimmed | 127,986 | $8M | 0.1% | 2025-Q2 stale |
| Financial Gravity Companies, Inc. added | 112,263 | $7M | 0.1% | 2025-Q2 stale |
| Graypoint LLC added | 109,482 | $7M | 0.1% | 2025-Q2 stale |
| ALTFEST L J & CO INC added | 115,075 | $7M | 0.1% | 2025-Q1 stale |
| Kingsview Wealth Management, LLC new | 81,238 | $6M | 0.1% | 2025-Q3 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.