Who owns IGOV
Which tracked institutional funds hold IGOV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IGOV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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
27 tracked funds added or opened IGOV while 27 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
IGOV’s largest tracked holder by dollar value, Itau Unibanco Holding S.A., sizes it at 6.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IGOV 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 139 tracked filers holding IGOV, 66 increased or opened the position and 67 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 IGOV 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 2
- SageGuard Financial Group, LLC$3M
- BCU Wealth Advisors, LLC$1M
Full exits 12
- Sumitomo Mitsui DS Asset Management Company, Ltd$19M
- EVOKE WEALTH, LLC$16M
- Avos Capital Management, LLC$8M
- North Ridge Wealth Advisors, Inc.$8M
- Betterment LLC$3M
- Ballentine Partners, LLC$2M
Largest adds
- Itau Unibanco Holding S.A.$202M
- BlackRock, Inc.$114M
- MAI Capital Management$16M
- Creative Planning$11M
- Savant Capital, LLC$8M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
Largest trims
- LPL Financial LLC$8M
- WELLS FARGO & COMPANY/MN$7M
- Patriot Financial Group Insurance Agency, LLC$6M
- JANE STREET GROUP, LLC$6M
- UBS Group AG$6M
- JPMORGAN CHASE & CO$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 |
|---|---|---|---|---|
| Itau Unibanco Holding S.A. added | 7,658,139 | $314M | 37.9% | 2026-Q2 |
| BlackRock, Inc. added | 2,875,281 | $118M | 14.2% | 2026-Q2 |
| Creative Planning added | 1,805,912 | $74M | 8.9% | 2026-Q2 |
| Checchi Capital Advisers, LLC trimmed | 587,275 | $24M | 2.9% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 437,636 | $18M | 2.2% | 2026-Q2 |
| MAI Capital Management added | 380,838 | $16M | 1.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 342,394 | $14M | 1.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 334,830 | $14M | 1.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 293,978 | $12M | 1.5% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP | 250,449 | $10M | 1.2% | 2026-Q2 |
| Aspect Partners, LLC added | 247,288 | $10M | 1.2% | 2026-Q2 |
| LEUTHOLD GROUP, LLC trimmed | 246,891 | $10M | 1.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 236,737 | $10M | 1.2% | 2026-Q2 |
| Savant Capital, LLC added | 212,410 | $9M | 1.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 199,190 | $8M | 1.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 177,186 | $7M | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 176,240 | $7M | 0.9% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 164,412 | $7M | 0.8% | 2026-Q2 |
| AE Wealth Management LLC added | 163,454 | $7M | 0.8% | 2026-Q2 |
| Inscription Capital, LLC trimmed | 162,506 | $7M | 0.8% | 2026-Q2 |
| UBS Group AG trimmed | 146,282 | $6M | 0.7% | 2026-Q2 |
| MORGAN STANLEY added | 140,137 | $6M | 0.7% | 2026-Q2 |
| NorthCoast Asset Management LLC added | 136,804 | $6M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 124,394 | $5M | 0.6% | 2026-Q2 |
| NORTHERN TRUST CORP added | 120,044 | $5M | 0.6% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 113,993 | $5M | 0.6% | 2026-Q2 |
| World Investment Advisors | 113,837 | $5M | 0.6% | 2026-Q2 |
| Fisher Asset Management, LLC | 112,825 | $5M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 109,851 | $5M | 0.5% | 2026-Q2 |
| DMC Group, LLC added | 91,861 | $4M | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 89,157 | $4M | 0.4% | 2026-Q2 |
| Topel & Distasi Wealth Management, LLC added | 84,529 | $3M | 0.4% | 2026-Q2 |
| Israel Discount Bank of New York added | 82,740 | $3M | 0.4% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 81,190 | $3M | 0.4% | 2026-Q2 |
| Cerity Partners OCIO LLC trimmed | 75,814 | $3M | 0.4% | 2026-Q2 |
| OLD NATIONAL BANCORP /IN/ trimmed | 70,567 | $3M | 0.3% | 2026-Q2 |
| Allianz Asset Management GmbH | 67,919 | $3M | 0.3% | 2026-Q2 |
| Empirical Asset Management, LLC added | 65,230 | $3M | 0.3% | 2026-Q2 |
| SageGuard Financial Group, LLC new | 63,654 | $3M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 62,332 | $3M | 0.3% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC added | 54,782 | $2M | 0.3% | 2026-Q2 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC trimmed | 52,410 | $2M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 50,022 | $2M | 0.2% | 2026-Q2 |
| Advus Financial Partners, LLC trimmed | 49,150 | $2M | 0.2% | 2026-Q2 |
| Columbus Macro, LLC trimmed | 44,615 | $2M | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 37,642 | $2M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 37,433 | $2M | 0.2% | 2026-Q2 |
| TD Waterhouse Canada Inc. trimmed | 34,327 | $1M | 0.2% | 2026-Q2 |
| PFG Advisors trimmed | 33,660 | $1M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 33,596 | $1M | 0.2% | 2026-Q2 |
| Upper Left Wealth Management, LLC added | 32,734 | $1M | 0.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 30,340 | $1M | 0.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 30,020 | $1M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 29,962 | $1M | 0.1% | 2026-Q2 |
| HEADINVEST, LLC added | 28,000 | $1M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 27,383 | $1M | 0.1% | 2026-Q2 |
| BCU Wealth Advisors, LLC new | 27,129 | $1M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 27,012 | $1M | 0.1% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC added | 26,796 | $1M | 0.1% | 2026-Q2 |
| Rothschild Capital Partners, LLC added | 25,894 | $1M | 0.1% | 2026-Q2 |
| VERITY Wealth Advisors added | 25,245 | $1M | 0.1% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 25,023 | $1M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 24,854 | $1M | 0.1% | 2026-Q2 |
| Haven Private, LLC trimmed | 24,127 | $990K | 0.1% | 2026-Q2 |
| Compagnie Lombard Odier SCmA | 23,183 | $951K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 22,199 | $911K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 21,945 | $900K | 0.1% | 2026-Q2 |
| Crossmark Global Holdings, Inc. | 21,820 | $895K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 19,097 | $784K | 0.1% | 2026-Q2 |
| CHAPMAN FINANCIAL GROUP, LLC trimmed | 18,619 | $764K | 0.1% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich added | 17,636 | $726K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 17,376 | $713K | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 16,955 | $696K | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 16,785 | $689K | 0.1% | 2026-Q2 |
| MYECFO, LLC added | 16,646 | $683K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 16,517 | $678K | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 16,460 | $675K | 0.1% | 2026-Q2 |
| Sovereign Financial Group, Inc. trimmed | 15,017 | $616K | 0.1% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 14,845 | $609K | 0.1% | 2026-Q2 |
| Old Peak Finance LLC added | 14,103 | $579K | 0.1% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 13,519 | $555K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC | 13,194 | $541K | 0.1% | 2026-Q2 |
| VISTA CAPITAL PARTNERS, INC. added | 12,423 | $510K | 0.1% | 2026-Q2 |
| Summit Trail Advisors, LLC trimmed | 11,998 | $492K | 0.1% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC added | 11,378 | $467K | 0.1% | 2026-Q2 |
| Destination Wealth Management added | 10,849 | $445K | 0.1% | 2026-Q2 |
| Obsido Oy | 10,145 | $416K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 9,314 | $382K | 0.0% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC | 8,440 | $346K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ new | 8,398 | $345K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 7,848 | $322K | 0.0% | 2026-Q2 |
| ANGELES WEALTH MANAGEMENT, LLC | 7,784 | $319K | 0.0% | 2026-Q2 |
| Fiduciary Alliance LLC added | 7,501 | $308K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC trimmed | 6,966 | $286K | 0.0% | 2026-Q2 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC trimmed | 6,928 | $284K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 6,612 | $271K | 0.0% | 2026-Q2 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 5,937 | $244K | 0.0% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 5,828 | $239K | 0.0% | 2026-Q2 |
| BRIGHTON JONES LLC added | 5,759 | $236K | 0.0% | 2026-Q2 |
| NerdWallet Wealth Partners, LLC new | 5,666 | $232K | 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.