Who owns IUSB (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-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
253 tracked funds added or opened IUSB while 104 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
IUSB’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 1.6% of its own reported 13F book, while the median holder sizes it at 1.0% of theirs — a 0.7pp 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 2025-Q4 and 2026-Q1, across 836 tracked filers holding IUSB, 532 increased or opened the position and 299 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 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 25
- VICTORY CAPITAL MANAGEMENT INC$111M
- Advocacy Wealth Management, LLC$19M
- CITADEL ADVISORS LLC$14M
- SEEDS INVESTOR LLC$12M
- ASHTON THOMAS SECURITIES, LLC$12M
- RESOLUTE WEALTH ADVISOR, INC.$12M
Full exits 29
- NewEdge Advisors, LLC$132M
- High Falls Advisors, Inc$44M
- Global Retirement Partners, LLC$29M
- Austin Private Wealth, LLC$22M
- Coppell Advisory Solutions LLC$21M
- COMERICA BANK$14M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.4B
- ENVESTNET ASSET MANAGEMENT INC$604M
- Johnson Financial Group, Inc.$230M
- Kestra Investment Management, LLC$139M
- Mariner, LLC$125M
- JONES FINANCIAL COMPANIES LLLP$87M
Largest trims
- BlackRock, Inc.$79M
- US BANCORP \DE\$69M
- MCMORGAN & CO LLC$18M
- Valpey Financial Services, LLC$13M
- Central Pacific Bank - Trust Division$13M
- MERCER GLOBAL ADVISORS INC /ADV$13M
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 133,081,202 | $6.1B | 18.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 79,586,891 | $3.7B | 11.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 70,714,493 | $3.3B | 9.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 49,562,677 | $2.3B | 7.0% | 2026-Q1 |
| LPL Financial LLC added | 47,282,506 | $2.2B | 6.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 30,338,047 | $1.4B | 4.3% | 2026-Q1 |
| MORGAN STANLEY added | 25,978,502 | $1.2B | 3.6% | 2026-Q1 |
| Mariner, LLC added | 18,948,193 | $875M | 2.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 17,909,534 | $826M | 2.5% | 2026-Q1 |
| CWM, LLC added | 17,616,671 | $814M | 2.5% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 12,537,350 | $579M | 1.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 11,541,941 | $533M | 1.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 10,974,170 | $507M | 1.5% | 2026-Q1 |
| Cetera Investment Advisers added | 10,043,013 | $464M | 1.4% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 8,956,773 | $414M | 1.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 7,713,487 | $356M | 1.1% | 2026-Q1 |
| Kestra Investment Management, LLC added | 7,645,647 | $353M | 1.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 7,590,426 | $351M | 1.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 7,265,228 | $336M | 1.0% | 2026-Q1 |
| SigFig Wealth Management, LLC added | 5,234,998 | $242M | 0.7% | 2026-Q1 |
| Johnson Financial Group, Inc. added | 5,053,447 | $233M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 4,938,217 | $228M | 0.7% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 4,727,243 | $218M | 0.7% | 2026-Q1 |
| GeoWealth Management, LLC added | 4,664,293 | $215M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 4,298,070 | $199M | 0.6% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 4,101,187 | $189M | 0.6% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 3,776,645 | $174M | 0.5% | 2026-Q1 |
| Savvy Advisors, Inc. added | 3,343,314 | $154M | 0.5% | 2026-Q1 |
| First Command Advisory Services, Inc. added | 3,106,970 | $144M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 2,965,747 | $137M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 2,926,345 | $135M | 0.4% | 2026-Q1 |
| Mason & Associates, LLC added | 2,897,250 | $134M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 2,817,508 | $130M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 2,772,218 | $128M | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 2,667,710 | $123M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,522,974 | $117M | 0.4% | 2026-Q1 |
| JB Capital LLC added | 2,512,196 | $116M | 0.4% | 2026-Q1 |
| Allworth Financial LP trimmed | 2,456,447 | $113M | 0.3% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC new | 2,397,900 | $111M | 0.3% | 2026-Q1 |
| Symmetry Partners, LLC added | 2,248,840 | $104M | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 2,164,194 | $100M | 0.3% | 2026-Q1 |
| ASSETMARK, INC added | 1,864,366 | $86M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 1,863,494 | $86M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 1,760,812 | $81M | 0.2% | 2026-Q1 |
| Compass Ion Advisors, LLC added | 1,755,388 | $81M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,621,133 | $75M | 0.2% | 2026-Q1 |
| SOFI WEALTH, LLC added | 1,553,764 | $72M | 0.2% | 2026-Q1 |
| Baker Avenue Asset Management, LP added | 1,481,053 | $68M | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 1,455,397 | $67M | 0.2% | 2026-Q1 |
| FMR LLC added | 1,387,165 | $64M | 0.2% | 2026-Q1 |
| Affinity Capital Advisors, LLC trimmed | 1,366,932 | $63M | 0.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 1,350,040 | $62M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 1,307,816 | $60M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 1,281,107 | $59M | 0.2% | 2026-Q1 |
| Global Strategic Investment Solutions, LLC added | 1,266,562 | $59M | 0.2% | 2026-Q1 |
| MCMORGAN & CO LLC trimmed | 1,247,471 | $58M | 0.2% | 2026-Q1 |
| &PARTNERS trimmed | 1,229,925 | $57M | 0.2% | 2026-Q1 |
| NorthRock Partners, LLC added | 1,191,852 | $55M | 0.2% | 2026-Q1 |
| Apella Capital, LLC added | 1,122,430 | $52M | 0.2% | 2026-Q1 |
| UNIVEST FINANCIAL Corp added | 1,101,390 | $51M | 0.2% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC added | 1,099,709 | $51M | 0.2% | 2026-Q1 |
| SteelPeak Wealth, LLC trimmed | 1,090,959 | $50M | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 1,072,619 | $50M | 0.2% | 2026-Q1 |
| Destination Wealth Management added | 1,044,684 | $48M | 0.1% | 2026-Q1 |
| REGIONS FINANCIAL CORP added | 1,037,651 | $48M | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 1,025,809 | $47M | 0.1% | 2026-Q1 |
| Icon Wealth Advisors, LLC added | 1,026,040 | $47M | 0.1% | 2026-Q1 |
| Stash Investments, LLC added | 988,610 | $46M | 0.1% | 2026-Q1 |
| Sharkey, Howes & Javer trimmed | 983,682 | $45M | 0.1% | 2026-Q1 |
| Stone House Investment Management, LLC added | 977,212 | $45M | 0.1% | 2026-Q1 |
| Johnson Bixby & Associates, LLC added | 974,524 | $45M | 0.1% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 973,061 | $45M | 0.1% | 2026-Q1 |
| Intelligence Driven Advisers, LLC trimmed | 971,550 | $45M | 0.1% | 2026-Q1 |
| Spire Wealth Management added | 878,036 | $41M | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 871,594 | $40M | 0.1% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 865,259 | $40M | 0.1% | 2026-Q1 |
| Composition Wealth, LLC added | 815,121 | $38M | 0.1% | 2026-Q1 |
| JACOBSON & SCHMITT ADVISORS, LLC added | 797,346 | $37M | 0.1% | 2026-Q1 |
| Strategic Blueprint, LLC added | 767,496 | $35M | 0.1% | 2026-Q1 |
| JT Stratford LLC trimmed | 738,320 | $34M | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 718,506 | $33M | 0.1% | 2026-Q1 |
| Summit Financial, LLC added | 714,406 | $33M | 0.1% | 2026-Q1 |
| ONE Advisory Partners, LLC added | 711,117 | $33M | 0.1% | 2026-Q1 |
| ELEVATION WEALTH PARTNERS, LLC added | 691,129 | $32M | 0.1% | 2026-Q1 |
| Trek Financial, LLC added | 690,755 | $32M | 0.1% | 2026-Q1 |
| LANDMARK WEALTH MANAGEMENT, INC. added | 680,126 | $31M | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 679,198 | $31M | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 672,959 | $31M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 654,806 | $30M | 0.1% | 2026-Q1 |
| AE Wealth Management LLC added | 643,239 | $30M | 0.1% | 2026-Q1 |
| Compound Planning, Inc. added | 633,452 | $29M | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 614,297 | $28M | 0.1% | 2026-Q1 |
| World Investment Advisors added | 611,837 | $28M | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 2,834,464 | $132M | 0.4% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 1,095,353 | $51M | 0.2% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 1,024,270 | $47M | 0.1% | 2025-Q2 stale |
| High Falls Advisors, Inc trimmed | 949,545 | $44M | 0.1% | 2025-Q4 stale |
| OARSMAN CAPITAL, INC. added | 902,048 | $42M | 0.1% | 2025-Q2 stale |
| G2 CAPITAL MANAGEMENT, LLC / OH trimmed | 673,228 | $31M | 0.1% | 2025-Q1 stale |
| Global Retirement Partners, LLC added | 633,336 | $29M | 0.1% | 2025-Q4 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.