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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 52,774,558 | $8.2B | 41.9% | 2026-Q1 |
| MORGAN STANLEY added | 14,545,035 | $2.3B | 11.5% | 2026-Q1 |
| LPL Financial LLC added | 14,379,337 | $2.2B | 11.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 6,741,171 | $1.0B | 5.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,868,030 | $445M | 2.3% | 2026-Q1 |
| Merit Financial Group, LLC added | 1,954,232 | $303M | 1.6% | 2026-Q1 |
| Blue Trust, Inc. trimmed | 1,867,421 | $290M | 1.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,574,489 | $235M | 1.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,428,813 | $222M | 1.1% | 2026-Q1 |
| UBS Group AG added | 1,367,788 | $212M | 1.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 1,346,436 | $209M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,220,118 | $189M | 1.0% | 2026-Q1 |
| Kestra Investment Management, LLC added | 1,133,813 | $176M | 0.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,132,394 | $176M | 0.9% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 1,114,250 | $173M | 0.9% | 2026-Q1 |
| Facet Wealth, Inc. added | 813,996 | $126M | 0.6% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 787,337 | $122M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 776,775 | $120M | 0.6% | 2026-Q1 |
| FMR LLC added | 695,473 | $108M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 638,079 | $99M | 0.5% | 2026-Q1 |
| SHP Wealth Management added | 496,636 | $77M | 0.4% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 478,278 | $74M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 465,118 | $72M | 0.4% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI trimmed | 449,559 | $70M | 0.4% | 2026-Q1 |
| Corient Private Wealth LLC added | 443,651 | $69M | 0.4% | 2026-Q1 |
| Allworth Financial LP trimmed | 431,049 | $67M | 0.3% | 2026-Q1 |
| Madison Wealth Partners, Inc added | 410,554 | $64M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 393,461 | $61M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 378,854 | $59M | 0.3% | 2026-Q1 |
| Modera Wealth Management, LLC added | 352,325 | $55M | 0.3% | 2026-Q1 |
| Legacy Financial Group LLC added | 340,350 | $53M | 0.3% | 2026-Q1 |
| Cardinal Strategic Wealth Guidance added | 339,219 | $53M | 0.3% | 2026-Q1 |
| HOWE & RUSLING INC added | 338,734 | $53M | 0.3% | 2026-Q1 |
| Tanglewood Legacy Advisors, LLC added | 336,216 | $52M | 0.3% | 2026-Q1 |
| Tennessee Valley Asset Management Partners trimmed | 331,001 | $51M | 0.3% | 2026-Q1 |
| KINTRA WEALTH, LLC new | 282,672 | $44M | 0.2% | 2026-Q1 |
| Charles Schwab Trust Co added | 281,945 | $44M | 0.2% | 2026-Q1 |
| Curi Capital, LLC added | 280,491 | $44M | 0.2% | 2026-Q1 |
| DDFG, Inc added | 273,494 | $42M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 248,081 | $42M | 0.2% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 265,733 | $41M | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 254,203 | $39M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 253,457 | $39M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 228,607 | $38M | 0.2% | 2026-Q1 |
| Aurdan Capital Management, LLC trimmed | 242,473 | $38M | 0.2% | 2026-Q1 |
| HILLTOP WEALTH ADVISORS, LLC added | 241,251 | $37M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 239,000 | $37M | 0.2% | 2026-Q1 |
| Horizon Investments, LLC added | 237,052 | $37M | 0.2% | 2026-Q1 |
| Veracity Capital LLC trimmed | 228,208 | $35M | 0.2% | 2026-Q1 |
| VOISARD ASSET MANAGEMENT GROUP, INC. added | 214,919 | $33M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 214,860 | $33M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 212,909 | $33M | 0.2% | 2026-Q1 |
| SCS Capital Management LLC trimmed | 203,649 | $32M | 0.2% | 2026-Q1 |
| Atlantic Union Bankshares Corp trimmed | 198,787 | $31M | 0.2% | 2026-Q1 |
| Aspen Wealth Management LLC added | 198,319 | $31M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 190,527 | $30M | 0.2% | 2026-Q1 |
| VestGen Advisors, LLC added | 158,945 | $30M | 0.2% | 2026-Q1 |
| CUTLER INVESTMENT COUNSEL LLC trimmed | 188,165 | $29M | 0.1% | 2026-Q1 |
| Valmark Advisers, Inc. trimmed | 187,859 | $29M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 185,642 | $29M | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 182,447 | $28M | 0.1% | 2026-Q1 |
| ForthRight Wealth Management, LLC trimmed | 173,544 | $27M | 0.1% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 170,474 | $26M | 0.1% | 2026-Q1 |
| CX Institutional trimmed | 166,724 | $26M | 0.1% | 2026-Q1 |
| Waldron Private Wealth LLC trimmed | 160,858 | $25M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 156,840 | $24M | 0.1% | 2026-Q1 |
| Alliance Private Wealth, LLC added | 156,556 | $24M | 0.1% | 2026-Q1 |
| NorthStar Asset Management LLC /NJ/ added | 150,312 | $23M | 0.1% | 2026-Q1 |
| Strategies Wealth Advisors, LLC trimmed | 150,231 | $23M | 0.1% | 2026-Q1 |
| Spire Wealth Management trimmed | 138,542 | $21M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 137,791 | $21M | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 137,070 | $21M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 136,662 | $21M | 0.1% | 2026-Q1 |
| Gotham Asset Management, LLC added | 135,676 | $21M | 0.1% | 2026-Q1 |
| Goldstone Financial Group, LLC added | 135,505 | $21M | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 133,161 | $21M | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 132,142 | $20M | 0.1% | 2026-Q1 |
| DOLIVER ADVISORS, LP trimmed | 129,820 | $20M | 0.1% | 2026-Q1 |
| Hudock, Inc. trimmed | 129,400 | $20M | 0.1% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 119,557 | $20M | 0.1% | 2026-Q1 |
| NBT BANK N A /NY added | 124,598 | $19M | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 122,573 | $19M | 0.1% | 2026-Q1 |
| Madison Asset Management, LLC added | 121,279 | $19M | 0.1% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC added | 118,851 | $18M | 0.1% | 2026-Q1 |
| Birchcreek Wealth Management, LLC added | 118,649 | $18M | 0.1% | 2026-Q1 |
| ELEVATION WEALTH PARTNERS, LLC added | 117,845 | $18M | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 117,066 | $18M | 0.1% | 2026-Q1 |
| Richard W. Paul & Associates, LLC trimmed | 100,734 | $16M | 0.1% | 2026-Q1 |
| PCA Investment Advisory Services Inc. added | 100,231 | $16M | 0.1% | 2026-Q1 |
| Canvas Wealth Advisors, LLC trimmed | 99,400 | $15M | 0.1% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 98,443 | $15M | 0.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 98,038 | $15M | 0.1% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 95,293 | $15M | 0.1% | 2026-Q1 |
| FORTRESS FINANCIAL GROUP, LLC added | 96,327 | $15M | 0.1% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 209,690 | $32M | 0.2% | 2025-Q2 stale |
| Sandy Spring Bank trimmed | 231,521 | $29M | 0.2% | 2025-Q1 stale |
| FIL Ltd trimmed | 173,794 | $29M | 0.2% | 2025-Q4 stale |
| Financial Advocates Investment Management trimmed | 138,416 | $21M | 0.1% | 2025-Q2 stale |
| Empowered Funds, LLC added | 108,123 | $18M | 0.1% | 2025-Q3 stale |
| WIN ADVISORS, INC added | 94,933 | $16M | 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.