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Institutional Ownership · SEC Form 13F

Who owns IUSG (IUSG)


Which tracked institutional funds hold IUSG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IUSG 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.

858
Institutional holders
133,135,784
Shares held (tracked funds)

How the tape is positioned

97 tracked funds added or opened IUSG while 217 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

IUSG’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.6% 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 IUSG 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 858 tracked filers holding IUSG, 361 increased or opened the position and 374 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 IUSG 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 26

  • KINTRA WEALTH, LLC$44M
  • TWO SIGMA INVESTMENTS, LP$37M
  • Macro Advisors, Inc.$11M
  • Independent Advisor Alliance$7M
  • DIVERSIFY WEALTH MANAGEMENT, LLC$7M
  • HRT FINANCIAL LP$6M

Full exits 30

  • FIL Ltd$29M
  • WIN ADVISORS, INC$16M
  • Vantage Financial Partners, LLC$15M
  • Main Street Financial Solutions, LLC$14M
  • COMERICA BANK$13M
  • IFG Advisory, LLC$12M

Largest adds

  • BANK OF AMERICA CORP /DE/$879M
  • JONES FINANCIAL COMPANIES LLLP$114M
  • ENVESTNET ASSET MANAGEMENT INC$58M
  • NATIXIS ADVISORS, LLC$51M
  • Merit Financial Group, LLC$30M
  • VestGen Advisors, LLC$29M

Largest trims

  • LPL Financial LLC$159M
  • MORGAN STANLEY$96M
  • COMMONWEALTH EQUITY SERVICES, LLC$56M
  • JPMORGAN CHASE & CO$38M
  • CX Institutional$32M
  • Blue Trust, Inc.$24M

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).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ added52,774,558$8.2B41.9%2026-Q1
MORGAN STANLEY added14,545,035$2.3B11.5%2026-Q1
LPL Financial LLC added14,379,337$2.2B11.4%2026-Q1
JONES FINANCIAL COMPANIES LLLP added6,741,171$1.0B5.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added2,868,030$445M2.3%2026-Q1
Merit Financial Group, LLC added1,954,232$303M1.6%2026-Q1
Blue Trust, Inc. trimmed1,867,421$290M1.5%2026-Q1
JPMORGAN CHASE & CO trimmed1,574,489$235M1.2%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed1,428,813$222M1.1%2026-Q1
UBS Group AG added1,367,788$212M1.1%2026-Q1
NATIXIS ADVISORS, LLC added1,346,436$209M1.1%2026-Q1
ROYAL BANK OF CANADA added1,220,118$189M1.0%2026-Q1
Kestra Investment Management, LLC added1,133,813$176M0.9%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1,132,394$176M0.9%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added1,114,250$173M0.9%2026-Q1
Facet Wealth, Inc. added813,996$126M0.6%2026-Q1
BENJAMIN EDWARDS INC added787,337$122M0.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed776,775$120M0.6%2026-Q1
FMR LLC added695,473$108M0.6%2026-Q1
Cetera Investment Advisers added638,079$99M0.5%2026-Q1
SHP Wealth Management added496,636$77M0.4%2026-Q1
BLAIR WILLIAM & CO/IL added478,278$74M0.4%2026-Q1
HighTower Advisors, LLC trimmed465,118$72M0.4%2026-Q1
CITIZENS FINANCIAL GROUP INC/RI trimmed449,559$70M0.4%2026-Q1
Corient Private Wealth LLC added443,651$69M0.4%2026-Q1
Allworth Financial LP trimmed431,049$67M0.3%2026-Q1
Madison Wealth Partners, Inc added410,554$64M0.3%2026-Q1
AMERIPRISE FINANCIAL INC trimmed393,461$61M0.3%2026-Q1
OSAIC HOLDINGS, INC. trimmed378,854$59M0.3%2026-Q1
Modera Wealth Management, LLC added352,325$55M0.3%2026-Q1
Legacy Financial Group LLC added340,350$53M0.3%2026-Q1
Cardinal Strategic Wealth Guidance added339,219$53M0.3%2026-Q1
HOWE & RUSLING INC added338,734$53M0.3%2026-Q1
Tanglewood Legacy Advisors, LLC added336,216$52M0.3%2026-Q1
Tennessee Valley Asset Management Partners trimmed331,001$51M0.3%2026-Q1
KINTRA WEALTH, LLC new282,672$44M0.2%2026-Q1
Charles Schwab Trust Co added281,945$44M0.2%2026-Q1
Curi Capital, LLC added280,491$44M0.2%2026-Q1
DDFG, Inc added273,494$42M0.2%2026-Q1
Equitable Holdings, Inc. trimmed248,081$42M0.2%2026-Q1
Bleakley Financial Group, LLC added265,733$41M0.2%2026-Q1
PRINCIPAL SECURITIES, INC. trimmed254,203$39M0.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed253,457$39M0.2%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed228,607$38M0.2%2026-Q1
Aurdan Capital Management, LLC trimmed242,473$38M0.2%2026-Q1
HILLTOP WEALTH ADVISORS, LLC added241,251$37M0.2%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed239,000$37M0.2%2026-Q1
Horizon Investments, LLC added237,052$37M0.2%2026-Q1
Veracity Capital LLC trimmed228,208$35M0.2%2026-Q1
VOISARD ASSET MANAGEMENT GROUP, INC. added214,919$33M0.2%2026-Q1
Kestra Advisory Services, LLC trimmed214,860$33M0.2%2026-Q1
Private Advisor Group, LLC added212,909$33M0.2%2026-Q1
SCS Capital Management LLC trimmed203,649$32M0.2%2026-Q1
Atlantic Union Bankshares Corp trimmed198,787$31M0.2%2026-Q1
Aspen Wealth Management LLC added198,319$31M0.2%2026-Q1
Rockefeller Capital Management L.P. added190,527$30M0.2%2026-Q1
VestGen Advisors, LLC added158,945$30M0.2%2026-Q1
CUTLER INVESTMENT COUNSEL LLC trimmed188,165$29M0.1%2026-Q1
Valmark Advisers, Inc. trimmed187,859$29M0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed185,642$29M0.1%2026-Q1
Focus Partners Wealth added182,447$28M0.1%2026-Q1
ForthRight Wealth Management, LLC trimmed173,544$27M0.1%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC added170,474$26M0.1%2026-Q1
CX Institutional trimmed166,724$26M0.1%2026-Q1
Waldron Private Wealth LLC trimmed160,858$25M0.1%2026-Q1
Sanctuary Advisors, LLC added156,840$24M0.1%2026-Q1
Alliance Private Wealth, LLC added156,556$24M0.1%2026-Q1
NorthStar Asset Management LLC /NJ/ added150,312$23M0.1%2026-Q1
Strategies Wealth Advisors, LLC trimmed150,231$23M0.1%2026-Q1
Spire Wealth Management trimmed138,542$21M0.1%2026-Q1
STIFEL FINANCIAL CORP trimmed137,791$21M0.1%2026-Q1
Bank of New York Mellon Corp trimmed137,070$21M0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed136,662$21M0.1%2026-Q1
Gotham Asset Management, LLC added135,676$21M0.1%2026-Q1
Goldstone Financial Group, LLC added135,505$21M0.1%2026-Q1
GOLDMAN SACHS GROUP INC trimmed133,161$21M0.1%2026-Q1
Integrated Wealth Concepts LLC added132,142$20M0.1%2026-Q1
DOLIVER ADVISORS, LP trimmed129,820$20M0.1%2026-Q1
Hudock, Inc. trimmed129,400$20M0.1%2026-Q1
FOUNDERS FINANCIAL SECURITIES LLC added119,557$20M0.1%2026-Q1
NBT BANK N A /NY added124,598$19M0.1%2026-Q1
Atria Investments, Inc added122,573$19M0.1%2026-Q1
Madison Asset Management, LLC added121,279$19M0.1%2026-Q1
RWA WEALTH PARTNERS, LLC added118,851$18M0.1%2026-Q1
Birchcreek Wealth Management, LLC added118,649$18M0.1%2026-Q1
ELEVATION WEALTH PARTNERS, LLC added117,845$18M0.1%2026-Q1
Concurrent Investment Advisors, LLC added117,066$18M0.1%2026-Q1
Richard W. Paul & Associates, LLC trimmed100,734$16M0.1%2026-Q1
PCA Investment Advisory Services Inc. added100,231$16M0.1%2026-Q1
Canvas Wealth Advisors, LLC trimmed99,400$15M0.1%2026-Q1
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed98,443$15M0.1%2026-Q1
BlackRock, Inc. trimmed98,038$15M0.1%2026-Q1
Allspring Global Investments Holdings, LLC added95,293$15M0.1%2026-Q1
FORTRESS FINANCIAL GROUP, LLC added96,327$15M0.1%2026-Q1
AVANTAX ADVISORY SERVICES, INC. trimmed209,690$32M0.2%2025-Q2 stale
Sandy Spring Bank trimmed231,521$29M0.2%2025-Q1 stale
FIL Ltd trimmed173,794$29M0.2%2025-Q4 stale
Financial Advocates Investment Management trimmed138,416$21M0.1%2025-Q2 stale
Empowered Funds, LLC added108,123$18M0.1%2025-Q3 stale
WIN ADVISORS, INC added94,933$16M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership