Who owns IUSB
Which tracked institutional funds hold IUSB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IUSB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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 IUSB is one-sided between 2026-Q1 and 2026-Q2: 327 added or opened and 100 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
IUSB’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 2.0% of its own reported 13F book, while the median holder sizes it at 0.9% of theirs — a 1.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IUSB 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 838 tracked filers holding IUSB, 565 increased or opened the position and 272 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 IUSB 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 30
- NewEdge Advisors, LLC$190M
- Global Retirement Partners, LLC$41M
- Diversify Advisory Services, LLC$31M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$16M
- Leslie Global Wealth, LLC$10M
- Equity Wealth Partners, LLC$6M
Full exits 42
- CWM, LLC$814M
- PARK AVENUE SECURITIES LLC$414M
- Janney Montgomery Scott LLC$356M
- Thrivent Financial for Lutherans$86M
- Cambridge Investment Research Advisors, Inc.$75M
- GM Advisory Group, LLC$26M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$2.2B
- LPL Financial LLC$685M
- BlackRock, Inc.$520M
- JONES FINANCIAL COMPANIES LLLP$401M
- MORGAN STANLEY$232M
- JPMORGAN CHASE & CO$223M
Largest trims
- Kestra Investment Management, LLC$107M
- Allworth Financial LP$20M
- &PARTNERS$10M
- Independent Advisor Alliance$10M
- Private Advisor Group, LLC$10M
- Veridan Wealth LLC$8M
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 180,011,754 | $8.3B | 22.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 87,505,839 | $4.1B | 10.8% | 2026-Q2 |
| BlackRock, Inc. added | 82,039,260 | $3.8B | 10.1% | 2026-Q2 |
| LPL Financial LLC added | 62,170,177 | $2.9B | 7.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 50,463,381 | $2.3B | 6.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 33,421,651 | $1.5B | 4.1% | 2026-Q2 |
| MORGAN STANLEY added | 31,037,509 | $1.4B | 3.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 22,629,549 | $1.0B | 2.8% | 2026-Q2 |
| Mariner, LLC added | 20,743,278 | $957M | 2.5% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 16,937,298 | $782M | 2.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 14,380,566 | $664M | 1.8% | 2026-Q2 |
| Cetera Investment Advisers added | 13,337,519 | $616M | 1.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 13,036,714 | $601M | 1.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 11,405,773 | $526M | 1.4% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 8,476,864 | $391M | 1.0% | 2026-Q2 |
| SigFig Wealth Management, LLC added | 5,503,503 | $255M | 0.7% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 5,483,050 | $253M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 5,356,065 | $247M | 0.7% | 2026-Q2 |
| Kestra Investment Management, LLC trimmed | 5,336,406 | $246M | 0.7% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 5,132,935 | $237M | 0.6% | 2026-Q2 |
| Johnson Financial Group, Inc. added | 5,120,362 | $236M | 0.6% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 4,994,324 | $230M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 4,987,957 | $230M | 0.6% | 2026-Q2 |
| GeoWealth Management, LLC added | 4,787,854 | $221M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 4,586,006 | $212M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 4,110,503 | $190M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 3,879,099 | $179M | 0.5% | 2026-Q2 |
| Savvy Advisors, Inc. added | 3,842,612 | $177M | 0.5% | 2026-Q2 |
| First Command Advisory Services, Inc. added | 3,635,592 | $168M | 0.4% | 2026-Q2 |
| JB Capital LLC added | 3,518,337 | $162M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 3,302,104 | $152M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 3,207,478 | $148M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 3,165,952 | $146M | 0.4% | 2026-Q2 |
| Mason & Associates, LLC added | 2,945,948 | $136M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 2,801,996 | $129M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 2,594,856 | $120M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 2,402,351 | $111M | 0.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC | 2,397,900 | $111M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 2,309,950 | $107M | 0.3% | 2026-Q2 |
| Symmetry Partners, LLC trimmed | 2,223,177 | $103M | 0.3% | 2026-Q2 |
| ASSETMARK, INC added | 2,161,917 | $100M | 0.3% | 2026-Q2 |
| Allworth Financial LP trimmed | 2,025,050 | $93M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 1,980,257 | $91M | 0.2% | 2026-Q2 |
| Compass Ion Advisors, LLC added | 1,789,088 | $83M | 0.2% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 1,657,922 | $77M | 0.2% | 2026-Q2 |
| SOFI WEALTH, LLC added | 1,615,903 | $75M | 0.2% | 2026-Q2 |
| Baker Avenue Asset Management, LP added | 1,561,092 | $72M | 0.2% | 2026-Q2 |
| Vise Technologies, Inc. added | 1,557,969 | $72M | 0.2% | 2026-Q2 |
| Global Strategic Investment Solutions, LLC added | 1,498,899 | $69M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 1,467,812 | $68M | 0.2% | 2026-Q2 |
| FMR LLC added | 1,465,036 | $68M | 0.2% | 2026-Q2 |
| Affinity Capital Advisors, LLC added | 1,435,965 | $66M | 0.2% | 2026-Q2 |
| Icon Wealth Advisors, LLC added | 1,428,625 | $66M | 0.2% | 2026-Q2 |
| Apella Capital, LLC added | 1,382,574 | $63M | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 1,381,084 | $64M | 0.2% | 2026-Q2 |
| SteelPeak Wealth, LLC added | 1,376,841 | $64M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 1,354,854 | $63M | 0.2% | 2026-Q2 |
| Stone House Investment Management, LLC added | 1,302,975 | $60M | 0.2% | 2026-Q2 |
| UNIVEST FINANCIAL Corp added | 1,278,847 | $59M | 0.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 1,214,242 | $56M | 0.1% | 2026-Q2 |
| Sharkey, Howes & Javer added | 1,199,567 | $55M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 1,199,447 | $55M | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 1,161,836 | $54M | 0.1% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 1,158,879 | $53M | 0.1% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC added | 1,146,437 | $53M | 0.1% | 2026-Q2 |
| REGIONS FINANCIAL CORP added | 1,119,089 | $52M | 0.1% | 2026-Q2 |
| Stash Investments, LLC added | 1,108,163 | $51M | 0.1% | 2026-Q2 |
| MCMORGAN & CO LLC trimmed | 1,099,343 | $51M | 0.1% | 2026-Q2 |
| Advocacy Wealth Management, LLC added | 1,088,957 | $50M | 0.1% | 2026-Q2 |
| Destination Wealth Management added | 1,069,818 | $49M | 0.1% | 2026-Q2 |
| Johnson Bixby & Associates, LLC added | 1,025,312 | $47M | 0.1% | 2026-Q2 |
| Intelligence Driven Advisers, LLC added | 1,019,072 | $47M | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 1,008,288 | $47M | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 1,005,912 | $46M | 0.1% | 2026-Q2 |
| Strategic Blueprint, LLC added | 1,001,508 | $46M | 0.1% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 998,099 | $46M | 0.1% | 2026-Q2 |
| JT Stratford LLC added | 959,075 | $44M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 953,130 | $44M | 0.1% | 2026-Q2 |
| Horst & Graben Wealth Management LLC added | 940,182 | $43M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 918,375 | $42M | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 911,989 | $42M | 0.1% | 2026-Q2 |
| Trek Financial, LLC added | 906,801 | $42M | 0.1% | 2026-Q2 |
| Composition Wealth, LLC added | 890,765 | $41M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 879,400 | $41M | 0.1% | 2026-Q2 |
| Spire Wealth Management trimmed | 868,483 | $40M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 859,965 | $39M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 855,023 | $39M | 0.1% | 2026-Q2 |
| WEALTH ALLIANCE, LLC added | 833,658 | $38M | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC added | 831,929 | $38M | 0.1% | 2026-Q2 |
| Brookstone Capital Management added | 826,609 | $38M | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 820,107 | $38M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 795,259 | $37M | 0.1% | 2026-Q2 |
| ONE Advisory Partners, LLC added | 787,646 | $36M | 0.1% | 2026-Q2 |
| JACOBSON & SCHMITT ADVISORS, LLC trimmed | 783,510 | $36M | 0.1% | 2026-Q2 |
| ELEVATION WEALTH PARTNERS, LLC added | 777,144 | $36M | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 766,169 | $35M | 0.1% | 2026-Q2 |
| Legacy Financial Group LLC added | 761,427 | $35M | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 760,235 | $35M | 0.1% | 2026-Q2 |
| PAX Financial Group, LLC added | 735,092 | $34M | 0.1% | 2026-Q2 |
| LANDMARK WEALTH MANAGEMENT, INC. added | 728,740 | $34M | 0.1% | 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.