Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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 IUSV is one-sided between 2026-Q1 and 2026-Q2: 212 added or opened and 60 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
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 0.5% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 790 tracked filers holding IUSV, 382 increased or opened the position and 294 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 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
- CANANDAIGUA NATIONAL BANK & TRUST CO$89M
- BRANDES INVESTMENT PARTNERS, LP$17M
- NewEdge Advisors, LLC$14M
- IFG Advisory, LLC$12M
- Old Mission Investment Co LLC$6M
- Global Retirement Partners, LLC$6M
Full exits 34
- NATIXIS ADVISORS, LLC$105M
- CANANDAIGUA NATIONAL CORP$83M
- HighTower Advisors, LLC$73M
- CWM, LLC$58M
- HANTZ FINANCIAL SERVICES, INC.$37M
- Cambridge Investment Research Advisors, Inc.$22M
Largest adds
- BANK OF AMERICA CORP /DE/$1.1B
- LPL Financial LLC$160M
- JONES FINANCIAL COMPANIES LLLP$122M
- ENVESTNET ASSET MANAGEMENT INC$102M
- Kestra Investment Management, LLC$94M
- MORGAN STANLEY$71M
Largest trims
- Venturi Wealth Management, LLC$76M
- Auto-Owners Insurance Co$43M
- WELLS FARGO & COMPANY/MN$27M
- MFA WEALTH ADVISORS, LLC$15M
- FORTRESS FINANCIAL GROUP, LLC$14M
- Trek Financial, LLC$12M
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 | 87,142,505 | $9.6B | 45.9% | 2026-Q2 |
| LPL Financial LLC added | 17,438,274 | $1.9B | 9.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 9,794,840 | $1.1B | 5.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 8,102,785 | $890M | 4.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 7,575,951 | $834M | 4.0% | 2026-Q2 |
| SIGNATUREFD, LLC added | 4,871,244 | $537M | 2.6% | 2026-Q2 |
| Kestra Investment Management, LLC added | 4,464,120 | $492M | 2.4% | 2026-Q2 |
| Blue Trust, Inc. trimmed | 4,235,766 | $467M | 2.2% | 2026-Q2 |
| ASPIRIANT, LLC added | 3,685,507 | $406M | 1.9% | 2026-Q2 |
| Merit Financial Group, LLC added | 2,976,786 | $328M | 1.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,917,456 | $211M | 1.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,655,527 | $182M | 0.9% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 1,601,375 | $176M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,576,412 | $174M | 0.8% | 2026-Q2 |
| UBS Group AG trimmed | 1,540,958 | $170M | 0.8% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 1,392,296 | $153M | 0.7% | 2026-Q2 |
| Modera Wealth Management, LLC added | 1,192,955 | $131M | 0.6% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 1,189,639 | $131M | 0.6% | 2026-Q2 |
| Foster Group, Inc. added | 1,131,712 | $125M | 0.6% | 2026-Q2 |
| Corient Private Wealth LP added | 874,488 | $96M | 0.5% | 2026-Q2 |
| Auto-Owners Insurance Co trimmed | 864,000 | $95M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 851,253 | $94M | 0.4% | 2026-Q2 |
| CANANDAIGUA NATIONAL BANK & TRUST CO trimmed | 808,560 | $89M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 755,194 | $83M | 0.4% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 695,001 | $77M | 0.4% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 671,256 | $74M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 669,764 | $74M | 0.4% | 2026-Q2 |
| McGlone Suttner Wealth Management, Inc. added | 664,617 | $73M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 603,501 | $66M | 0.3% | 2026-Q2 |
| KINTRA WEALTH, LLC added | 591,891 | $68M | 0.3% | 2026-Q2 |
| Allworth Financial LP trimmed | 587,665 | $65M | 0.3% | 2026-Q2 |
| Curi Capital, LLC added | 573,084 | $63M | 0.3% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 532,868 | $59M | 0.3% | 2026-Q2 |
| FMR LLC added | 482,741 | $53M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 472,655 | $52M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 460,850 | $51M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 450,235 | $50M | 0.2% | 2026-Q2 |
| Nadler Financial Group, Inc. trimmed | 443,540 | $49M | 0.2% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 429,490 | $47M | 0.2% | 2026-Q2 |
| HOWE & RUSLING INC added | 416,948 | $46M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC added | 398,466 | $44M | 0.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 397,894 | $44M | 0.2% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 397,448 | $44M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 391,557 | $44M | 0.2% | 2026-Q2 |
| Tanglewood Legacy Advisors, LLC added | 383,487 | $42M | 0.2% | 2026-Q2 |
| Atlantic Union Bankshares Corp added | 375,135 | $41M | 0.2% | 2026-Q2 |
| Veracity Capital LLC added | 368,402 | $41M | 0.2% | 2026-Q2 |
| PCA Investment Advisory Services Inc. added | 330,925 | $36M | 0.2% | 2026-Q2 |
| Madison Wealth Partners, Inc added | 319,929 | $35M | 0.2% | 2026-Q2 |
| Townsend & Associates, Inc trimmed | 316,302 | $35M | 0.2% | 2026-Q2 |
| SOUTHERN CAPITAL ADVISORS, LLC added | 311,418 | $34M | 0.2% | 2026-Q2 |
| DDFG, Inc added | 300,399 | $33M | 0.2% | 2026-Q2 |
| ForthRight Wealth Management, LLC trimmed | 294,358 | $32M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 287,524 | $32M | 0.2% | 2026-Q2 |
| Duncan Williams Asset Management, LLC added | 282,318 | $31M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 264,252 | $29M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 254,875 | $28M | 0.1% | 2026-Q2 |
| Vident Advisory, LLC added | 252,461 | $28M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 249,449 | $27M | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC added | 247,856 | $27M | 0.1% | 2026-Q2 |
| Salus Financial Advisors, LLC added | 243,298 | $27M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 243,044 | $27M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 237,417 | $26M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 236,853 | $26M | 0.1% | 2026-Q2 |
| Garde Capital, Inc. trimmed | 232,407 | $26M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 221,191 | $24M | 0.1% | 2026-Q2 |
| GDS Wealth Management trimmed | 212,872 | $23M | 0.1% | 2026-Q2 |
| Alliance Private Wealth, LLC trimmed | 207,767 | $23M | 0.1% | 2026-Q2 |
| Steele Capital Management, Inc. trimmed | 206,988 | $23M | 0.1% | 2026-Q2 |
| Waldron Private Wealth LLC trimmed | 206,863 | $23M | 0.1% | 2026-Q2 |
| Birchcreek Wealth Management, LLC added | 204,617 | $23M | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 192,811 | $21M | 0.1% | 2026-Q2 |
| IRONWOOD WEALTH MANAGEMENT, INC. added | 192,775 | $21M | 0.1% | 2026-Q2 |
| Strategies Wealth Advisors, LLC trimmed | 191,032 | $21M | 0.1% | 2026-Q2 |
| SkyOak Wealth, LLC trimmed | 189,458 | $21M | 0.1% | 2026-Q2 |
| High Probability Advisors, LLC added | 189,323 | $21M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 187,372 | $21M | 0.1% | 2026-Q2 |
| Richard W. Paul & Associates, LLC added | 184,588 | $20M | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 183,058 | $20M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 173,977 | $19M | 0.1% | 2026-Q2 |
| Crescent Grove Advisors, LLC added | 164,622 | $18M | 0.1% | 2026-Q2 |
| Financial Partners Group, Inc trimmed | 159,702 | $18M | 0.1% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 154,658 | $17M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 154,119 | $17M | 0.1% | 2026-Q2 |
| BRANDES INVESTMENT PARTNERS, LP new | 153,901 | $17M | 0.1% | 2026-Q2 |
| Allianz Asset Management GmbH | 149,660 | $15M | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 148,121 | $16M | 0.1% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 147,513 | $16M | 0.1% | 2026-Q2 |
| Global Strategic Investment Solutions, LLC added | 146,101 | $16M | 0.1% | 2026-Q2 |
| Creative Planning added | 141,664 | $16M | 0.1% | 2026-Q2 |
| Cosner Financial Group, LLC added | 141,107 | $16M | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 140,385 | $15M | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 134,589 | $15M | 0.1% | 2026-Q2 |
| Main Street Financial Solutions, LLC added | 134,115 | $15M | 0.1% | 2026-Q2 |
| Carl P. Sherr & Co., LLC trimmed | 134,098 | $15M | 0.1% | 2026-Q2 |
| Keenan, LLC added | 132,366 | $15M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 130,015 | $14M | 0.1% | 2026-Q2 |
| Petix & Botte Co added | 128,789 | $14M | 0.1% | 2026-Q2 |
| ARWA LLC added | 128,517 | $14M | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 125,306 | $14M | 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.