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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Itau Unibanco Holding S.A. new | 2,725,650 | $112M | 18.4% | 2026-Q1 |
| Creative Planning added | 1,529,101 | $63M | 10.3% | 2026-Q1 |
| Checchi Capital Advisers, LLC trimmed | 588,155 | $24M | 4.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 503,816 | $21M | 3.4% | 2026-Q1 |
| Sumitomo Mitsui DS Asset Management Company, Ltd added | 474,192 | $19M | 3.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 444,882 | $18M | 3.0% | 2026-Q1 |
| LPL Financial LLC added | 382,769 | $16M | 2.6% | 2026-Q1 |
| EVOKE WEALTH, LLC added | 379,118 | $16M | 2.6% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 319,386 | $13M | 2.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 308,236 | $13M | 2.1% | 2026-Q1 |
| UBS Group AG added | 288,243 | $12M | 1.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 276,328 | $11M | 1.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 267,680 | $11M | 1.8% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP | 250,449 | $10M | 1.7% | 2026-Q1 |
| LEUTHOLD GROUP, LLC trimmed | 247,992 | $10M | 1.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 239,675 | $10M | 1.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 237,032 | $10M | 1.6% | 2026-Q1 |
| Avos Capital Management, LLC added | 203,402 | $8M | 1.4% | 2026-Q1 |
| Aspect Partners, LLC added | 200,517 | $8M | 1.4% | 2026-Q1 |
| North Ridge Wealth Advisors, Inc. added | 190,980 | $8M | 1.3% | 2026-Q1 |
| Inscription Capital, LLC trimmed | 171,994 | $7M | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 161,670 | $7M | 1.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 160,648 | $7M | 1.1% | 2026-Q1 |
| MORGAN STANLEY added | 139,868 | $6M | 0.9% | 2026-Q1 |
| NorthCoast Asset Management LLC trimmed | 134,340 | $6M | 0.9% | 2026-Q1 |
| AE Wealth Management LLC added | 114,765 | $5M | 0.8% | 2026-Q1 |
| World Investment Advisors added | 113,837 | $5M | 0.8% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 112,905 | $5M | 0.8% | 2026-Q1 |
| Fisher Asset Management, LLC | 112,825 | $5M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 110,096 | $5M | 0.7% | 2026-Q1 |
| BlackRock, Inc. trimmed | 103,668 | $4M | 0.7% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 101,458 | $4M | 0.7% | 2026-Q1 |
| Cerity Partners OCIO LLC added | 95,274 | $4M | 0.6% | 2026-Q1 |
| DMC Group, LLC added | 85,469 | $4M | 0.6% | 2026-Q1 |
| Topel & Distasi Wealth Management, LLC added | 81,165 | $3M | 0.5% | 2026-Q1 |
| OLD NATIONAL BANCORP /IN/ added | 76,478 | $3M | 0.5% | 2026-Q1 |
| Israel Discount Bank of New York added | 71,781 | $3M | 0.5% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 67,919 | $3M | 0.5% | 2026-Q1 |
| Betterment LLC added | 61,151 | $3M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 60,613 | $2M | 0.4% | 2026-Q1 |
| Ballentine Partners, LLC new | 59,000 | $2M | 0.4% | 2026-Q1 |
| Empirical Asset Management, LLC added | 58,817 | $2M | 0.4% | 2026-Q1 |
| Summit Trail Advisors, LLC trimmed | 56,705 | $2M | 0.4% | 2026-Q1 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 54,185 | $2M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 48,916 | $2M | 0.3% | 2026-Q1 |
| Euro Pacific Asset Management, LLC trimmed | 47,677 | $2M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 46,023 | $2M | 0.3% | 2026-Q1 |
| Columbus Macro, LLC trimmed | 46,016 | $2M | 0.3% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC new | 43,685 | $2M | 0.3% | 2026-Q1 |
| PFG Advisors added | 41,248 | $2M | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 39,439 | $2M | 0.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 37,433 | $2M | 0.3% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 35,037 | $1M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 31,851 | $1M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 31,329 | $1M | 0.2% | 2026-Q1 |
| NATIXIS new | 30,846 | $1M | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 30,340 | $1M | 0.2% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 27,802 | $1M | 0.2% | 2026-Q1 |
| Haven Private, LLC trimmed | 27,528 | $1M | 0.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 27,064 | $1M | 0.2% | 2026-Q1 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC trimmed | 26,827 | $1M | 0.2% | 2026-Q1 |
| Net Worth Advisory Group trimmed | 26,397 | $1M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 25,882 | $1M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 24,798 | $1M | 0.2% | 2026-Q1 |
| NorthRock Partners, LLC added | 23,487 | $964K | 0.2% | 2026-Q1 |
| Compagnie Lombard Odier SCmA added | 23,183 | $952K | 0.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. new | 22,181 | $911K | 0.1% | 2026-Q1 |
| Crossmark Global Holdings, Inc. trimmed | 21,820 | $896K | 0.1% | 2026-Q1 |
| Cerity Partners LLC trimmed | 19,065 | $783K | 0.1% | 2026-Q1 |
| Sovereign Financial Group, Inc. added | 18,948 | $778K | 0.1% | 2026-Q1 |
| Upper Left Wealth Management, LLC added | 18,728 | $769K | 0.1% | 2026-Q1 |
| CHAPMAN FINANCIAL GROUP, LLC added | 18,626 | $765K | 0.1% | 2026-Q1 |
| Rothschild Capital Partners, LLC added | 18,290 | $751K | 0.1% | 2026-Q1 |
| VERITY Wealth Advisors added | 18,202 | $747K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 18,026 | $740K | 0.1% | 2026-Q1 |
| Mariner, LLC added | 17,573 | $722K | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 17,011 | $698K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 16,709 | $688K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 16,649 | $684K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 16,064 | $660K | 0.1% | 2026-Q1 |
| Invesco Ltd. added | 15,812 | $649K | 0.1% | 2026-Q1 |
| HEADINVEST, LLC new | 15,440 | $634K | 0.1% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich trimmed | 14,883 | $611K | 0.1% | 2026-Q1 |
| Wilmington Savings Fund Society, FSB trimmed | 199,014 | $9M | 1.4% | 2025-Q2 stale |
| Allspring Global Investments Holdings, LLC trimmed | 198,482 | $9M | 1.4% | 2025-Q2 stale |
| Family Firm, Inc. added | 172,309 | $7M | 1.2% | 2025-Q2 stale |
| Insight Wealth Strategies, LLC added | 138,631 | $6M | 1.0% | 2025-Q3 stale |
| GeoWealth Management, LLC new | 112,274 | $5M | 0.8% | 2025-Q2 stale |
| CANADA LIFE ASSURANCE Co added | 89,853 | $4M | 0.6% | 2025-Q1 stale |
| BROWN WEALTH MANAGEMENT, LLC added | 74,272 | $3M | 0.5% | 2025-Q3 stale |
| TOWNSQUARE CAPITAL LLC added | 68,091 | $3M | 0.4% | 2025-Q1 stale |
| Quadrature Capital Ltd trimmed | 52,829 | $2M | 0.4% | 2025-Q4 stale |
| BNP PARIBAS FINANCIAL MARKETS added | 48,800 | $2M | 0.3% | 2025-Q3 stale |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 44,375 | $2M | 0.3% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC trimmed | 33,517 | $1M | 0.2% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 18,200 | $775K | 0.1% | 2025-Q3 stale |
| CITADEL ADVISORS LLC trimmed | 16,167 | $674K | 0.1% | 2025-Q4 stale |
| VANCE WEALTH, LLC new | 15,491 | $668K | 0.1% | 2025-Q2 stale |
| Fortis Group Advisors, LLC trimmed | 14,495 | $611K | 0.1% | 2025-Q3 stale |
| Quartz Partners, LLC new | 14,088 | $607K | 0.1% | 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.
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.