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Institutional Ownership · SEC Form 13F

Who owns IUSV (IUSV)


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

781
Institutional holders
196,303,261
Shares held (tracked funds)

How the tape is positioned

105 tracked funds added or opened IUSV while 112 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

IUSV’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 0.8% of theirs — a 0.1pp gap the other way — the median holder sizes IUSV more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in IUSV 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 781 tracked filers holding IUSV, 343 increased or opened the position and 313 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 IUSV 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 17

  • CANANDAIGUA NATIONAL CORP$83M
  • KINTRA WEALTH, LLC$45M
  • Allianz Asset Management GmbH$15M
  • Independent Advisor Alliance$7M
  • CIBC Bancorp USA Inc.$7M
  • ELEVATION POINT WEALTH PARTNERS, LLC$4M

Full exits 26

  • CANANDAIGUA NATIONAL BANK & TRUST CO$89M
  • NewEdge Advisors, LLC$13M
  • Main Street Financial Solutions, LLC$12M
  • Quent Long Short Global Small Cap Fund, LP$10M
  • IFG Advisory, LLC$9M
  • Global Retirement Partners, LLC$6M

Largest adds

  • ENVESTNET ASSET MANAGEMENT INC$124M
  • JONES FINANCIAL COMPANIES LLLP$110M
  • LPL Financial LLC$79M
  • PNC FINANCIAL SERVICES GROUP, INC.$22M
  • Merit Financial Group, LLC$19M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$18M

Largest trims

  • Venturi Wealth Management, LLC$52M
  • COMMONWEALTH EQUITY SERVICES, LLC$52M
  • JPMORGAN CHASE & CO$29M
  • BANK OF AMERICA CORP /DE/$27M
  • Valpey Financial Services, LLC$26M
  • Blue Trust, Inc.$18M

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/ trimmed83,374,722$8.5B44.2%2026-Q1
LPL Financial LLC added17,225,624$1.8B9.1%2026-Q1
MORGAN STANLEY added9,859,581$1.0B5.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added7,651,770$768M4.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added7,165,021$733M3.8%2026-Q1
SIGNATUREFD, LLC added4,642,282$475M2.5%2026-Q1
Blue Trust, Inc. trimmed4,275,724$437M2.3%2026-Q1
Kestra Investment Management, LLC added3,893,371$398M2.1%2026-Q1
ASPIRIANT, LLC added3,683,055$377M2.0%2026-Q1
Merit Financial Group, LLC added2,788,906$285M1.5%2026-Q1
JPMORGAN CHASE & CO trimmed2,079,573$209M1.1%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed1,640,137$168M0.9%2026-Q1
UBS Group AG trimmed1,599,208$164M0.8%2026-Q1
ROYAL BANK OF CANADA added1,508,476$154M0.8%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added1,437,925$147M0.8%2026-Q1
Auto-Owners Insurance Co trimmed1,354,000$139M0.7%2026-Q1
BENJAMIN EDWARDS INC added1,313,006$134M0.7%2026-Q1
Modera Wealth Management, LLC trimmed1,187,481$121M0.6%2026-Q1
WELLS FARGO & COMPANY/MN added1,183,894$121M0.6%2026-Q1
BLAIR WILLIAM & CO/IL added1,165,952$119M0.6%2026-Q1
Foster Group, Inc. added1,112,192$114M0.6%2026-Q1
NATIXIS ADVISORS, LLC added1,024,836$105M0.5%2026-Q1
Corient Private Wealth LLC added818,409$83M0.4%2026-Q1
CANANDAIGUA NATIONAL CORP new810,696$83M0.4%2026-Q1
Venturi Wealth Management, LLC trimmed791,991$81M0.4%2026-Q1
HighTower Advisors, LLC added717,475$73M0.4%2026-Q1
Cetera Investment Advisers trimmed710,815$73M0.4%2026-Q1
PRINCIPAL SECURITIES, INC. added702,083$72M0.4%2026-Q1
Sequoia Financial Advisors, LLC added695,650$71M0.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed658,576$67M0.3%2026-Q1
McGlone Suttner Wealth Management, Inc. added653,302$67M0.3%2026-Q1
Allworth Financial LP trimmed597,602$61M0.3%2026-Q1
CWM, LLC trimmed568,929$58M0.3%2026-Q1
Allspring Global Investments Holdings, LLC trimmed525,572$54M0.3%2026-Q1
OSAIC HOLDINGS, INC. added513,451$53M0.3%2026-Q1
FMR LLC added477,673$49M0.3%2026-Q1
Nadler Financial Group, Inc. trimmed453,426$46M0.2%2026-Q1
Curi Capital, LLC added449,471$46M0.2%2026-Q1
KINTRA WEALTH, LLC new442,950$45M0.2%2026-Q1
GOLDMAN SACHS GROUP INC trimmed434,741$44M0.2%2026-Q1
Focus Partners Wealth trimmed418,662$43M0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed417,873$43M0.2%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC trimmed407,856$42M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed390,733$40M0.2%2026-Q1
Tanglewood Legacy Advisors, LLC added381,429$39M0.2%2026-Q1
Atlantic Union Bankshares Corp added367,483$38M0.2%2026-Q1
Veracity Capital LLC trimmed360,856$37M0.2%2026-Q1
HOWE & RUSLING INC added358,791$37M0.2%2026-Q1
HANTZ FINANCIAL SERVICES, INC. added358,137$37M0.2%2026-Q1
Financial Engines Advisors L.L.C. added344,715$35M0.2%2026-Q1
Townsend & Associates, Inc trimmed319,320$34M0.2%2026-Q1
PCA Investment Advisory Services Inc. added320,867$33M0.2%2026-Q1
Madison Wealth Partners, Inc added312,125$32M0.2%2026-Q1
ForthRight Wealth Management, LLC added302,273$31M0.2%2026-Q1
DDFG, Inc added297,363$30M0.2%2026-Q1
SOUTHERN CAPITAL ADVISORS, LLC added295,600$30M0.2%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed286,084$29M0.2%2026-Q1
Duncan Williams Asset Management, LLC trimmed270,470$28M0.1%2026-Q1
Vident Advisory, LLC added250,032$26M0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed249,807$26M0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added246,630$25M0.1%2026-Q1
Gotham Asset Management, LLC added240,968$25M0.1%2026-Q1
Garde Capital, Inc. trimmed237,433$24M0.1%2026-Q1
Waldron Private Wealth LLC trimmed234,683$24M0.1%2026-Q1
GDS Wealth Management trimmed228,072$23M0.1%2026-Q1
Sanctuary Advisors, LLC added226,681$23M0.1%2026-Q1
Salus Financial Advisors, LLC added225,265$23M0.1%2026-Q1
Alliance Private Wealth, LLC added220,943$23M0.1%2026-Q1
Private Advisor Group, LLC trimmed219,581$22M0.1%2026-Q1
Rockefeller Capital Management L.P. trimmed216,562$22M0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added211,610$22M0.1%2026-Q1
Steele Capital Management, Inc. trimmed209,516$21M0.1%2026-Q1
Kestra Advisory Services, LLC added206,404$21M0.1%2026-Q1
Strategies Wealth Advisors, LLC trimmed203,013$21M0.1%2026-Q1
Birchcreek Wealth Management, LLC added201,795$21M0.1%2026-Q1
SkyOak Wealth, LLC trimmed200,476$20M0.1%2026-Q1
IRONWOOD WEALTH MANAGEMENT, INC. trimmed192,555$20M0.1%2026-Q1
Richard W. Paul & Associates, LLC added182,128$19M0.1%2026-Q1
High Probability Advisors, LLC added178,271$18M0.1%2026-Q1
Crescent Grove Advisors, LLC trimmed162,440$17M0.1%2026-Q1
Financial Partners Group, Inc added161,395$17M0.1%2026-Q1
MFA WEALTH ADVISORS, LLC added159,592$16M0.1%2026-Q1
Concurrent Investment Advisors, LLC added158,595$16M0.1%2026-Q1
Equitable Holdings, Inc. added331,227$16M0.1%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC added156,812$16M0.1%2026-Q1
Trek Financial, LLC trimmed155,090$16M0.1%2026-Q1
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added153,047$16M0.1%2026-Q1
STIFEL FINANCIAL CORP trimmed151,232$15M0.1%2026-Q1
Allianz Asset Management GmbH added149,660$15M0.1%2026-Q1
Savant Capital, LLC trimmed147,252$15M0.1%2026-Q1
Global Strategic Investment Solutions, LLC added145,694$15M0.1%2026-Q1
Cosner Financial Group, LLC added139,863$14M0.1%2026-Q1
FORTRESS FINANCIAL GROUP, LLC trimmed139,371$14M0.1%2026-Q1
CHURCHILL MANAGEMENT Corp new1,877,261$173M0.9%2025-Q1 stale
CANANDAIGUA NATIONAL BANK & TRUST CO added863,837$89M0.5%2025-Q4 stale
Sandy Spring Bank trimmed362,036$33M0.2%2025-Q1 stale
AVANTAX ADVISORY SERVICES, INC. added317,175$30M0.2%2025-Q2 stale
TWO SIGMA INVESTMENTS, LP added235,800$24M0.1%2025-Q3 stale
Atria Wealth Solutions, Inc. added185,593$18M0.1%2025-Q2 stale
Financial Advocates Investment Management added148,062$14M0.1%2025-Q2 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