Who owns 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-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 IUSG is one-sided between 2026-Q1 and 2026-Q2: 318 added or opened and 56 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
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 2026-Q1 and 2026-Q2, across 907 tracked filers holding IUSG, 428 increased or opened the position and 333 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 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 25
- Systelligence, LLC$21M
- IFG Advisory, LLC$14M
- Banque Transatlantique SA$9M
- NewEdge Advisors, LLC$9M
- Global Retirement Partners, LLC$7M
- Diversify Advisory Services, LLC$7M
Full exits 36
- NATIXIS ADVISORS, LLC$209M
- HighTower Advisors, LLC$72M
- Cambridge Investment Research Advisors, Inc.$29M
- CX Institutional$26M
- Janney Montgomery Scott LLC$13M
- Independent Advisor Alliance$7M
Largest adds
- BANK OF AMERICA CORP /DE/$1.9B
- LPL Financial LLC$521M
- MORGAN STANLEY$499M
- JONES FINANCIAL COMPANIES LLLP$228M
- ENVESTNET ASSET MANAGEMENT INC$151M
- Merit Financial Group, LLC$90M
Largest trims
- TWO SIGMA INVESTMENTS, LP$37M
- NBT BANK, N.A.$16M
- FORTRESS FINANCIAL GROUP, LLC$15M
- VestGen Advisors, LLC$14M
- Horizon Investments, LLC$14M
- TUDOR INVESTMENT CORP ET AL$6M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 53,516,596 | $10.1B | 42.5% | 2026-Q2 |
| MORGAN STANLEY added | 14,645,320 | $2.8B | 11.6% | 2026-Q2 |
| LPL Financial LLC added | 14,626,998 | $2.8B | 11.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 6,829,303 | $1.2B | 5.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,166,362 | $596M | 2.5% | 2026-Q2 |
| Merit Financial Group, LLC added | 2,092,449 | $394M | 1.7% | 2026-Q2 |
| Blue Trust, Inc. added | 1,888,418 | $355M | 1.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,533,948 | $285M | 1.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,476,303 | $278M | 1.2% | 2026-Q2 |
| Kestra Investment Management, LLC added | 1,322,967 | $208M | 0.9% | 2026-Q2 |
| UBS Group AG trimmed | 1,307,346 | $246M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,247,059 | $235M | 1.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 1,221,245 | $230M | 1.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,128,013 | $212M | 0.9% | 2026-Q2 |
| Facet Wealth, Inc. added | 884,912 | $166M | 0.7% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 825,427 | $155M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 809,815 | $152M | 0.6% | 2026-Q2 |
| FMR LLC added | 697,287 | $131M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 657,270 | $124M | 0.5% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 501,346 | $94M | 0.4% | 2026-Q2 |
| SHP Wealth Management added | 500,298 | $94M | 0.4% | 2026-Q2 |
| Corient Private Wealth LP added | 494,825 | $93M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 480,739 | $90M | 0.4% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI trimmed | 437,273 | $82M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 420,115 | $79M | 0.3% | 2026-Q2 |
| Allworth Financial LP trimmed | 415,167 | $78M | 0.3% | 2026-Q2 |
| Madison Wealth Partners, Inc trimmed | 409,922 | $77M | 0.3% | 2026-Q2 |
| Legacy Financial Group LLC added | 372,777 | $70M | 0.3% | 2026-Q2 |
| KINTRA WEALTH, LLC added | 365,112 | $71M | 0.3% | 2026-Q2 |
| Modera Wealth Management, LLC added | 354,960 | $67M | 0.3% | 2026-Q2 |
| HOWE & RUSLING INC added | 339,855 | $64M | 0.3% | 2026-Q2 |
| Tanglewood Legacy Advisors, LLC trimmed | 335,931 | $63M | 0.3% | 2026-Q2 |
| Curi Capital, LLC added | 332,072 | $62M | 0.3% | 2026-Q2 |
| Tennessee Valley Asset Management Partners trimmed | 329,315 | $62M | 0.3% | 2026-Q2 |
| Cardinal Strategic Wealth Guidance trimmed | 289,900 | $55M | 0.2% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 267,472 | $50M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 265,006 | $50M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 260,289 | $49M | 0.2% | 2026-Q2 |
| Charles Schwab Trust Co trimmed | 254,306 | $48M | 0.2% | 2026-Q2 |
| DDFG, Inc trimmed | 252,703 | $48M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC added | 243,786 | $46M | 0.2% | 2026-Q2 |
| Aurdan Capital Management, LLC added | 243,754 | $46M | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 231,839 | $44M | 0.2% | 2026-Q2 |
| HILLTOP WEALTH ADVISORS, LLC trimmed | 228,398 | $43M | 0.2% | 2026-Q2 |
| Veracity Capital LLC trimmed | 227,402 | $43M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 226,543 | $35M | 0.1% | 2026-Q2 |
| VOISARD ASSET MANAGEMENT GROUP, INC. added | 219,334 | $41M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 216,562 | $41M | 0.2% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC added | 214,791 | $40M | 0.2% | 2026-Q2 |
| Aspen Wealth Management LLC added | 211,338 | $40M | 0.2% | 2026-Q2 |
| SCS Capital Management LLC added | 204,044 | $38M | 0.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 202,069 | $38M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 195,323 | $37M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 192,183 | $36M | 0.2% | 2026-Q2 |
| CUTLER INVESTMENT COUNSEL LLC added | 189,385 | $36M | 0.2% | 2026-Q2 |
| Atlantic Union Bankshares Corp trimmed | 187,866 | $35M | 0.1% | 2026-Q2 |
| Valmark Advisers, Inc. trimmed | 179,657 | $34M | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 179,638 | $34M | 0.1% | 2026-Q2 |
| ForthRight Wealth Management, LLC trimmed | 171,918 | $32M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 170,157 | $32M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 166,331 | $31M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 163,131 | $31M | 0.1% | 2026-Q2 |
| NorthStar Asset Management LLC /NJ/ added | 161,629 | $30M | 0.1% | 2026-Q2 |
| Madison Asset Management, LLC added | 151,348 | $28M | 0.1% | 2026-Q2 |
| Goldstone Financial Group, LLC added | 147,931 | $28M | 0.1% | 2026-Q2 |
| Alliance Private Wealth, LLC trimmed | 147,476 | $28M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 143,172 | $27M | 0.1% | 2026-Q2 |
| Waldron Private Wealth LLC trimmed | 142,383 | $27M | 0.1% | 2026-Q2 |
| Spire Wealth Management trimmed | 138,357 | $26M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 138,172 | $26M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 137,906 | $26M | 0.1% | 2026-Q2 |
| Strategies Wealth Advisors, LLC trimmed | 134,539 | $25M | 0.1% | 2026-Q2 |
| DOLIVER ADVISORS, LP trimmed | 129,735 | $24M | 0.1% | 2026-Q2 |
| Hudock, Inc. trimmed | 128,030 | $24M | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 127,601 | $24M | 0.1% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 122,713 | $23M | 0.1% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 122,134 | $23M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 120,374 | $23M | 0.1% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC added | 119,223 | $22M | 0.1% | 2026-Q2 |
| Birchcreek Wealth Management, LLC trimmed | 118,414 | $22M | 0.1% | 2026-Q2 |
| ELEVATION WEALTH PARTNERS, LLC added | 118,225 | $22M | 0.1% | 2026-Q2 |
| Systelligence, LLC new | 112,585 | $21M | 0.1% | 2026-Q2 |
| Petix & Botte Co added | 104,982 | $20M | 0.1% | 2026-Q2 |
| PCA Investment Advisory Services Inc. added | 101,558 | $19M | 0.1% | 2026-Q2 |
| Canvas Wealth Advisors, LLC added | 101,556 | $19M | 0.1% | 2026-Q2 |
| Richard W. Paul & Associates, LLC trimmed | 100,700 | $19M | 0.1% | 2026-Q2 |
| BlackRock, Inc. trimmed | 95,525 | $18M | 0.1% | 2026-Q2 |
| Mascoma Wealth Management LLC added | 91,744 | $17M | 0.1% | 2026-Q2 |
| Main Street Financial Solutions, LLC added | 90,838 | $17M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 90,059 | $17M | 0.1% | 2026-Q2 |
| Roberts Financial Services LLC trimmed | 88,554 | $17M | 0.1% | 2026-Q2 |
| Financial Council, LLC added | 85,946 | $16M | 0.1% | 2026-Q2 |
| Creative Planning added | 84,716 | $16M | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 82,368 | $15M | 0.1% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 81,361 | $15M | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 80,938 | $15M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 80,376 | $15M | 0.1% | 2026-Q2 |
| Cosner Financial Group, LLC added | 79,293 | $15M | 0.1% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 79,015 | $15M | 0.1% | 2026-Q2 |
| STEVENS CAPITAL PARTNERS trimmed | 78,151 | $15M | 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.