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Institutional Ownership · SEC Form 13F

Who owns IGOV (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

145
Institutional holders
13,752,665
Shares held (tracked funds)

How the tape is positioned

43 tracked funds added or opened IGOV while 16 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

IGOV’s largest tracked holder by dollar value, Itau Unibanco Holding S.A., sizes it at 2.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.5pp 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 2025-Q4 and 2026-Q1, across 145 tracked filers holding IGOV, 86 increased or opened the position and 49 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 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 10

  • Itau Unibanco Holding S.A.$112M
  • Sumitomo Mitsui DS Asset Management Company, Ltd$19M
  • Ballentine Partners, LLC$2M
  • JOHNSON INVESTMENT COUNSEL INC$2M
  • NATIXIS$1M
  • Vestmark Advisory Solutions, Inc.$911K

Full exits 4

  • Quadrature Capital Ltd$2M
  • GOLDMAN SACHS GROUP INC$1M
  • CITADEL ADVISORS LLC$674K
  • Heritage Financial Services, LLC$564K

Largest adds

  • NEUBERGER BERMAN GROUP LLC$16M
  • Patriot Financial Group Insurance Agency, LLC$7M
  • JANE STREET GROUP, LLC$6M
  • LPL Financial LLC$6M
  • UBS Group AG$6M
  • NORTHERN TRUST CORP$4M

Largest trims

  • NorthCoast Asset Management LLC$6M
  • Cerity Partners LLC$2M
  • RFG Advisory, LLC$2M
  • Beacon Pointe Advisors, LLC$2M
  • Checchi Capital Advisers, LLC$2M
  • Allianz Asset Management GmbH$2M

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).

FundSharesReported value% of valueQuarter
Itau Unibanco Holding S.A. new2,725,650$112M18.4%2026-Q1
Creative Planning added1,529,101$63M10.3%2026-Q1
Checchi Capital Advisers, LLC trimmed588,155$24M4.0%2026-Q1
WELLS FARGO & COMPANY/MN added503,816$21M3.4%2026-Q1
Sumitomo Mitsui DS Asset Management Company, Ltd added474,192$19M3.2%2026-Q1
NEUBERGER BERMAN GROUP LLC added444,882$18M3.0%2026-Q1
LPL Financial LLC added382,769$16M2.6%2026-Q1
EVOKE WEALTH, LLC added379,118$16M2.6%2026-Q1
Patriot Financial Group Insurance Agency, LLC added319,386$13M2.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added308,236$13M2.1%2026-Q1
UBS Group AG added288,243$12M1.9%2026-Q1
BANK OF AMERICA CORP /DE/ added276,328$11M1.9%2026-Q1
JANE STREET GROUP, LLC added267,680$11M1.8%2026-Q1
MACKENZIE FINANCIAL CORP250,449$10M1.7%2026-Q1
LEUTHOLD GROUP, LLC trimmed247,992$10M1.7%2026-Q1
ROYAL BANK OF CANADA added239,675$10M1.6%2026-Q1
JPMORGAN CHASE & CO added237,032$10M1.6%2026-Q1
Avos Capital Management, LLC added203,402$8M1.4%2026-Q1
Aspect Partners, LLC added200,517$8M1.4%2026-Q1
North Ridge Wealth Advisors, Inc. added190,980$8M1.3%2026-Q1
Inscription Capital, LLC trimmed171,994$7M1.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added161,670$7M1.1%2026-Q1
JONES FINANCIAL COMPANIES LLLP added160,648$7M1.1%2026-Q1
MORGAN STANLEY added139,868$6M0.9%2026-Q1
NorthCoast Asset Management LLC trimmed134,340$6M0.9%2026-Q1
AE Wealth Management LLC added114,765$5M0.8%2026-Q1
World Investment Advisors added113,837$5M0.8%2026-Q1
Financial Engines Advisors L.L.C. trimmed112,905$5M0.8%2026-Q1
Fisher Asset Management, LLC112,825$5M0.8%2026-Q1
NORTHERN TRUST CORP added110,096$5M0.7%2026-Q1
BlackRock, Inc. trimmed103,668$4M0.7%2026-Q1
Beacon Pointe Advisors, LLC trimmed101,458$4M0.7%2026-Q1
Cerity Partners OCIO LLC added95,274$4M0.6%2026-Q1
DMC Group, LLC added85,469$4M0.6%2026-Q1
Topel & Distasi Wealth Management, LLC added81,165$3M0.5%2026-Q1
OLD NATIONAL BANCORP /IN/ added76,478$3M0.5%2026-Q1
Israel Discount Bank of New York added71,781$3M0.5%2026-Q1
Allianz Asset Management GmbH trimmed67,919$3M0.5%2026-Q1
Betterment LLC added61,151$3M0.4%2026-Q1
Cetera Investment Advisers added60,613$2M0.4%2026-Q1
Ballentine Partners, LLC new59,000$2M0.4%2026-Q1
Empirical Asset Management, LLC added58,817$2M0.4%2026-Q1
Summit Trail Advisors, LLC trimmed56,705$2M0.4%2026-Q1
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC54,185$2M0.4%2026-Q1
TRUIST FINANCIAL CORP added48,916$2M0.3%2026-Q1
Euro Pacific Asset Management, LLC trimmed47,677$2M0.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added46,023$2M0.3%2026-Q1
Columbus Macro, LLC trimmed46,016$2M0.3%2026-Q1
JOHNSON INVESTMENT COUNSEL INC new43,685$2M0.3%2026-Q1
PFG Advisors added41,248$2M0.3%2026-Q1
CITIGROUP INC added39,439$2M0.3%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added37,433$2M0.3%2026-Q1
TD Waterhouse Canada Inc. added35,037$1M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added31,851$1M0.2%2026-Q1
Focus Partners Wealth added31,329$1M0.2%2026-Q1
NATIXIS new30,846$1M0.2%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE30,340$1M0.2%2026-Q1
RFG Advisory, LLC trimmed27,802$1M0.2%2026-Q1
Haven Private, LLC trimmed27,528$1M0.2%2026-Q1
LAZARD ASSET MANAGEMENT LLC added27,064$1M0.2%2026-Q1
ONE PLUS ONE WEALTH MANAGEMENT, LLC trimmed26,827$1M0.2%2026-Q1
Net Worth Advisory Group trimmed26,397$1M0.2%2026-Q1
AMERIPRISE FINANCIAL INC added25,882$1M0.2%2026-Q1
OSAIC HOLDINGS, INC. added24,798$1M0.2%2026-Q1
NorthRock Partners, LLC added23,487$964K0.2%2026-Q1
Compagnie Lombard Odier SCmA added23,183$952K0.2%2026-Q1
Vestmark Advisory Solutions, Inc. new22,181$911K0.1%2026-Q1
Crossmark Global Holdings, Inc. trimmed21,820$896K0.1%2026-Q1
Cerity Partners LLC trimmed19,065$783K0.1%2026-Q1
Sovereign Financial Group, Inc. added18,948$778K0.1%2026-Q1
Upper Left Wealth Management, LLC added18,728$769K0.1%2026-Q1
CHAPMAN FINANCIAL GROUP, LLC added18,626$765K0.1%2026-Q1
Rothschild Capital Partners, LLC added18,290$751K0.1%2026-Q1
VERITY Wealth Advisors added18,202$747K0.1%2026-Q1
Advisory Services Network, LLC trimmed18,026$740K0.1%2026-Q1
Mariner, LLC added17,573$722K0.1%2026-Q1
CreativeOne Wealth, LLC added17,011$698K0.1%2026-Q1
Farther Finance Advisors, LLC added16,709$688K0.1%2026-Q1
IFP Advisors, Inc added16,649$684K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed16,064$660K0.1%2026-Q1
Invesco Ltd. added15,812$649K0.1%2026-Q1
HEADINVEST, LLC new15,440$634K0.1%2026-Q1
Bank Julius Baer & Co. Ltd, Zurich trimmed14,883$611K0.1%2026-Q1
Wilmington Savings Fund Society, FSB trimmed199,014$9M1.4%2025-Q2 stale
Allspring Global Investments Holdings, LLC trimmed198,482$9M1.4%2025-Q2 stale
Family Firm, Inc. added172,309$7M1.2%2025-Q2 stale
Insight Wealth Strategies, LLC added138,631$6M1.0%2025-Q3 stale
GeoWealth Management, LLC new112,274$5M0.8%2025-Q2 stale
CANADA LIFE ASSURANCE Co added89,853$4M0.6%2025-Q1 stale
BROWN WEALTH MANAGEMENT, LLC added74,272$3M0.5%2025-Q3 stale
TOWNSQUARE CAPITAL LLC added68,091$3M0.4%2025-Q1 stale
Quadrature Capital Ltd trimmed52,829$2M0.4%2025-Q4 stale
BNP PARIBAS FINANCIAL MARKETS added48,800$2M0.3%2025-Q3 stale
KEYBANK NATIONAL ASSOCIATION/OH trimmed44,375$2M0.3%2025-Q1 stale
GOLDMAN SACHS GROUP INC trimmed33,517$1M0.2%2025-Q4 stale
RENAISSANCE TECHNOLOGIES LLC trimmed18,200$775K0.1%2025-Q3 stale
CITADEL ADVISORS LLC trimmed16,167$674K0.1%2025-Q4 stale
VANCE WEALTH, LLC new15,491$668K0.1%2025-Q2 stale
Fortis Group Advisors, LLC trimmed14,495$611K0.1%2025-Q3 stale
Quartz Partners, LLC new14,088$607K0.1%2025-Q2 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.

HoldersTotal shares

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.

Learn how to read institutional ownership