Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on IUS is one-sided between 2026-Q1 and 2026-Q2: 35 added or opened and 11 trimmed or exited — on balance accumulating.
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 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 98 tracked filers holding IUS, 51 increased or opened the position and 46 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 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 4
- Alpine Bank Wealth Management$39M
- Vantus Wealth LLC$2M
- OneAscent Financial Services LLC$2M
- Tempus Wealth Planning, LLC$953K
Full exits 8
- CWM, LLC$41M
- McIlrath & Eck, LLC$9M
- Cambridge Investment Research Advisors, Inc.$6M
- Independent Advisor Alliance$4M
- GTS SECURITIES LLC$3M
- Capital Developers, LLC$2M
Largest adds
- LPL Financial LLC$30M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$9M
- Rockefeller Capital Management L.P.$7M
- Intelligence Driven Advisers, LLC$5M
- ARQ WEALTH ADVISORS, LLC$5M
- ENVESTNET ASSET MANAGEMENT INC$4M
Largest trims
- Foguth Wealth Management, LLC.$818K
- HighPoint Advisor Group LLC$801K
- GOLDMAN SACHS GROUP INC$593K
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 added | 1,784,665 | $117M | 18.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 859,466 | $56M | 9.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 695,790 | $46M | 7.3% | 2026-Q2 |
| Alpine Bank Wealth Management new | 590,590 | $39M | 6.2% | 2026-Q2 |
| Intelligence Driven Advisers, LLC added | 559,703 | $37M | 5.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 446,010 | $29M | 4.7% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC added | 247,525 | $17M | 2.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 251,557 | $16M | 2.6% | 2026-Q2 |
| Merit Financial Group, LLC added | 246,487 | $16M | 2.6% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 242,705 | $16M | 2.5% | 2026-Q2 |
| Berkeley, Inc added | 233,733 | $15M | 2.5% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 225,295 | $15M | 2.4% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 221,390 | $15M | 2.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 187,449 | $12M | 2.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 174,426 | $11M | 1.8% | 2026-Q2 |
| Lighthouse Wealth Management Inc. trimmed | 171,964 | $11M | 1.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 137,761 | $9M | 1.4% | 2026-Q2 |
| BYRNE FINANCIAL FREEDOM, LLC trimmed | 124,932 | $8M | 1.3% | 2026-Q2 |
| PFG Advisors added | 124,271 | $8M | 1.3% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 103,084 | $7M | 1.1% | 2026-Q2 |
| Tandem Financial, LLC added | 93,281 | $6M | 1.0% | 2026-Q2 |
| Professional Financial Advisors, LLC added | 75,825 | $5M | 0.8% | 2026-Q2 |
| World Investment Advisors | 69,973 | $4M | 0.6% | 2026-Q2 |
| Synergy Investment Management, LLC added | 59,091 | $4M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 57,670 | $4M | 0.6% | 2026-Q2 |
| Nova Wealth Management, Inc. added | 56,618 | $4M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 50,115 | $3M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 48,940 | $3M | 0.5% | 2026-Q2 |
| Eagle Strategies LLC added | 36,301 | $2M | 0.4% | 2026-Q2 |
| Sovereign Financial Group, Inc. trimmed | 33,282 | $2M | 0.3% | 2026-Q2 |
| Vantus Wealth LLC added | 29,059 | $2M | 0.3% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 29,030 | $2M | 0.3% | 2026-Q2 |
| OneAscent Financial Services LLC new | 27,743 | $2M | 0.3% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 27,009 | $2M | 0.3% | 2026-Q2 |
| CCG WEALTH MANAGEMENT, LLC trimmed | 26,991 | $2M | 0.3% | 2026-Q2 |
| Larson Financial Group LLC added | 25,667 | $2M | 0.3% | 2026-Q2 |
| Breakwater Capital Group trimmed | 25,072 | $2M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 22,536 | $2M | 0.2% | 2026-Q2 |
| Foguth Wealth Management, LLC. trimmed | 19,675 | $1M | 0.2% | 2026-Q2 |
| RFG - Bristol Wealth Advisors, LLC trimmed | 19,791 | $1M | 0.2% | 2026-Q2 |
| Centerpoint Advisory Group trimmed | 18,683 | $1M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 15,401 | $1M | 0.2% | 2026-Q2 |
| Advisory Alpha, LLC added | 15,366 | $1M | 0.2% | 2026-Q2 |
| Tempus Wealth Planning, LLC new | 14,530 | $953K | 0.2% | 2026-Q2 |
| RVW Wealth, LLC added | 14,024 | $920K | 0.1% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC added | 12,596 | $826K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 12,283 | $806K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 11,552 | $758K | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 11,076 | $726K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 9,541 | $626K | 0.1% | 2026-Q2 |
| FMR LLC added | 8,518 | $559K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 8,392 | $551K | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC | 8,118 | $532K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 8,054 | $528K | 0.1% | 2026-Q2 |
| Fermata Advisors, LLC added | 7,397 | $485K | 0.1% | 2026-Q2 |
| Eaton Financial Holdings Company, LLC | 7,035 | $461K | 0.1% | 2026-Q2 |
| Allworth Financial LP trimmed | 6,817 | $447K | 0.1% | 2026-Q2 |
| Well Done, LLC added | 6,631 | $435K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 6,381 | $418K | 0.1% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC | 6,323 | $415K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC trimmed | 5,866 | $385K | 0.1% | 2026-Q2 |
| Dakota Wealth Management trimmed | 5,763 | $378K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 5,557 | $364K | 0.1% | 2026-Q2 |
| Sound Income Strategies, LLC | 5,261 | $345K | 0.1% | 2026-Q2 |
| Sunrise Financial Services, LLC | 5,159 | $338K | 0.1% | 2026-Q2 |
| Centric Wealth Management | 5,303 | $333K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 5,030 | $330K | 0.1% | 2026-Q2 |
| FLORIDA FINANCIAL ADVISORS, LLC new | 4,811 | $316K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 4,783 | $314K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 4,652 | $305K | 0.0% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 4,590 | $301K | 0.0% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC | 4,329 | $284K | 0.0% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. trimmed | 4,306 | $282K | 0.0% | 2026-Q2 |
| Narus Financial Partners, LLC trimmed | 4,296 | $282K | 0.0% | 2026-Q2 |
| Raub Brock Capital Management LP new | 4,053 | $266K | 0.0% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 4,033 | $264K | 0.0% | 2026-Q2 |
| IFC & Insurance Marketing, Inc. | 3,856 | $253K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 3,764 | $247K | 0.0% | 2026-Q2 |
| M.E. ALLISON & CO., INC. | 3,663 | $240K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3,646 | $239K | 0.0% | 2026-Q2 |
| Hughes Financial Services, LLC | 2,553 | $167K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 2,304 | $151K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 2,288 | $150K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,154 | $141K | 0.0% | 2026-Q2 |
| Parvin Asset Management, LLC | 1,305 | $86K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 1,293 | $85K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 781 | $51K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 750 | $49K | 0.0% | 2026-Q2 |
| Knuff & Co LLC | 723 | $47K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC | 493 | $32K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC trimmed | 288 | $19K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC added | 268 | $18K | 0.0% | 2026-Q2 |
| Millstone Evans Group, LLC | 260 | $17K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 205 | $13K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 135 | $9K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 49 | $3K | 0.0% | 2026-Q2 |
| HHM Wealth Advisors, LLC new | 42 | $3K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp | 3 | $197 | 0.0% | 2026-Q2 |
| CWM, LLC added | 701,425 | $41M | 6.5% | 2026-Q1 stale (1 quarter behind) |
| McIlrath & Eck, LLC added | 155,035 | $9M | 1.4% | 2026-Q1 stale (1 quarter behind) |
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.