Who owns IUS (IUS)
Which tracked institutional funds hold IUS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IUS 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
25 tracked funds added or opened IUS while 13 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
IUS’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes IUS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IUS 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 105 tracked filers holding IUS, 52 increased or opened the position and 51 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 IUS 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 5
- Tandem Financial, LLC$5M
- Professional Financial Advisors, LLC$4M
- Independent Advisor Alliance$4M
- GTS SECURITIES LLC$3M
- Integrated Wealth Concepts LLC$640K
Full exits 5
- Prosperity Wealth Management, Inc.$7M
- Foguth Wealth Management, LLC.$3M
- AIFG Consultants Ltd.$2M
- Vantus Wealth LLC$2M
- IFG Advisory, LLC$1M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$6M
- MML INVESTORS SERVICES, LLC$4M
- Berkeley, Inc$3M
- CWM, LLC$2M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2M
- Beacon Pointe Advisors, LLC$2M
Largest trims
- Intelligence Driven Advisers, LLC$6M
- GOLDMAN SACHS GROUP INC$5M
- HighPoint Advisor Group LLC$4M
- OSAIC HOLDINGS, INC.$2M
- RFG - Bristol Wealth Advisors, LLC$2M
- NewEdge Advisors, LLC$870K
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 |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 1,507,398 | $87M | 15.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 899,591 | $52M | 9.3% | 2026-Q1 |
| CWM, LLC added | 701,425 | $41M | 7.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 675,441 | $39M | 6.9% | 2026-Q1 |
| Intelligence Driven Advisers, LLC trimmed | 550,031 | $32M | 5.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 448,169 | $26M | 4.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 270,283 | $16M | 2.8% | 2026-Q1 |
| HighPoint Advisor Group LLC trimmed | 268,943 | $16M | 2.8% | 2026-Q1 |
| Merit Financial Group, LLC added | 244,843 | $14M | 2.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 240,166 | $14M | 2.5% | 2026-Q1 |
| Berkeley, Inc added | 216,382 | $13M | 2.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 206,648 | $12M | 2.1% | 2026-Q1 |
| ARQ WEALTH ADVISORS, LLC added | 203,325 | $12M | 2.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 196,724 | $11M | 2.0% | 2026-Q1 |
| Lighthouse Wealth Management Inc. added | 174,573 | $10M | 1.8% | 2026-Q1 |
| McIlrath & Eck, LLC added | 155,035 | $9M | 1.6% | 2026-Q1 |
| BYRNE FINANCIAL FREEDOM, LLC added | 127,824 | $7M | 1.3% | 2026-Q1 |
| PFG Advisors added | 113,417 | $7M | 1.2% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 103,007 | $6M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 99,662 | $6M | 1.0% | 2026-Q1 |
| Tandem Financial, LLC added | 88,623 | $5M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 84,326 | $5M | 0.9% | 2026-Q1 |
| Professional Financial Advisors, LLC new | 74,557 | $4M | 0.8% | 2026-Q1 |
| Independent Advisor Alliance added | 71,730 | $4M | 0.7% | 2026-Q1 |
| World Investment Advisors added | 69,973 | $4M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 66,984 | $4M | 0.7% | 2026-Q1 |
| Synergy Investment Management, LLC added | 59,089 | $3M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 54,044 | $3M | 0.6% | 2026-Q1 |
| Nova Wealth Management, Inc. added | 53,240 | $3M | 0.5% | 2026-Q1 |
| GTS SECURITIES LLC added | 51,239 | $3M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 42,481 | $2M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 40,621 | $2M | 0.4% | 2026-Q1 |
| Sovereign Financial Group, Inc. added | 34,028 | $2M | 0.4% | 2026-Q1 |
| Eagle Strategies LLC added | 33,258 | $2M | 0.3% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 28,145 | $2M | 0.3% | 2026-Q1 |
| Advyzon Investment Management, LLC added | 28,136 | $2M | 0.3% | 2026-Q1 |
| Capital Developers, LLC trimmed | 27,450 | $2M | 0.3% | 2026-Q1 |
| CCG WEALTH MANAGEMENT, LLC added | 27,088 | $2M | 0.3% | 2026-Q1 |
| Breakwater Capital Group added | 25,478 | $1M | 0.3% | 2026-Q1 |
| Larson Financial Group LLC added | 24,256 | $1M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 22,421 | $1M | 0.2% | 2026-Q1 |
| RFG - Bristol Wealth Advisors, LLC trimmed | 20,652 | $1M | 0.2% | 2026-Q1 |
| Centerpoint Advisory Group trimmed | 18,975 | $1M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 15,613 | $904K | 0.2% | 2026-Q1 |
| RVW Wealth, LLC trimmed | 13,497 | $782K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 13,060 | $756K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 11,430 | $662K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 11,052 | $640K | 0.1% | 2026-Q1 |
| Sigma Planning Corp trimmed | 10,945 | $634K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 10,473 | $607K | 0.1% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 9,220 | $534K | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 8,771 | $508K | 0.1% | 2026-Q1 |
| Valued Retirements, Inc. new | 8,453 | $490K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 8,413 | $487K | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 8,118 | $470K | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 7,973 | $462K | 0.1% | 2026-Q1 |
| Allworth Financial LP added | 7,771 | $450K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 7,563 | $432K | 0.1% | 2026-Q1 |
| Fermata Advisors, LLC added | 7,339 | $425K | 0.1% | 2026-Q1 |
| Narus Financial Partners, LLC trimmed | 7,292 | $422K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 7,260 | $420K | 0.1% | 2026-Q1 |
| Eaton Financial Holdings Company, LLC trimmed | 7,035 | $407K | 0.1% | 2026-Q1 |
| FMR LLC added | 6,557 | $380K | 0.1% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC trimmed | 6,323 | $366K | 0.1% | 2026-Q1 |
| Well Done, LLC new | 6,036 | $350K | 0.1% | 2026-Q1 |
| Dakota Wealth Management trimmed | 5,774 | $334K | 0.1% | 2026-Q1 |
| Centric Wealth Management trimmed | 5,303 | $333K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 5,556 | $322K | 0.1% | 2026-Q1 |
| Sound Income Strategies, LLC | 5,261 | $306K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 5,153 | $300K | 0.1% | 2026-Q1 |
| Sunrise Financial Services, LLC trimmed | 5,159 | $299K | 0.1% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC trimmed | 5,153 | $298K | 0.1% | 2026-Q1 |
| Richmond Investment Services, LLC | 4,494 | $260K | 0.0% | 2026-Q1 |
| Advisory Alpha, LLC new | 4,462 | $258K | 0.0% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. added | 4,394 | $254K | 0.0% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC | 4,329 | $251K | 0.0% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 3,987 | $231K | 0.0% | 2026-Q1 |
| Dynamic Advisor Solutions LLC trimmed | 3,936 | $228K | 0.0% | 2026-Q1 |
| Aveo Capital Partners, LLC added | 607,884 | $29M | 5.2% | 2025-Q1 stale |
| Prosperity Wealth Management, Inc. trimmed | 123,101 | $7M | 1.3% | 2025-Q4 stale |
| Clear Creek Financial Management, LLC new | 97,638 | $5M | 0.9% | 2025-Q1 stale |
| Foguth Wealth Management, LLC. added | 52,423 | $3M | 0.5% | 2025-Q4 stale |
| AIFG Consultants Ltd. added | 36,446 | $2M | 0.4% | 2025-Q4 stale |
| Davies Financial Advisors, Inc. trimmed | 38,320 | $2M | 0.4% | 2025-Q2 stale |
| Vantus Wealth LLC new | 27,777 | $2M | 0.3% | 2025-Q4 stale |
| Signal Advisors Wealth, LLC trimmed | 29,029 | $1M | 0.3% | 2025-Q2 stale |
| IFG Advisory, LLC trimmed | 19,869 | $1M | 0.2% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC new | 19,011 | $938K | 0.2% | 2025-Q1 stale |
| Compound Planning, Inc. new | 13,828 | $712K | 0.1% | 2025-Q2 stale |
| AllGen Financial Advisors, Inc. added | 14,414 | $711K | 0.1% | 2025-Q1 stale |
| BridgePort Financial Solutions, LLC added | 11,739 | $579K | 0.1% | 2025-Q1 stale |
| Lokken Investment Group LLC trimmed | 8,586 | $474K | 0.1% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. added | 7,775 | $400K | 0.1% | 2025-Q2 stale |
| Strategic Blueprint, LLC | 7,590 | $375K | 0.1% | 2025-Q1 stale |
| OLD MISSION CAPITAL LLC new | 5,670 | $313K | 0.1% | 2025-Q3 stale |
| FLAGSTAR ADVISORS INC trimmed | 5,400 | $309K | 0.1% | 2025-Q4 stale |
| WMG Financial Advisors, LLC | 5,260 | $290K | 0.1% | 2025-Q3 stale |
| Corient Private Wealth LLC | 4,058 | $234K | 0.0% | 2025-Q4 stale |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV trimmed | 4,214 | $233K | 0.0% | 2025-Q3 stale |
| Lifeworks Advisors, LLC added | 4,051 | $224K | 0.0% | 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.