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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 83,374,722 | $8.5B | 44.2% | 2026-Q1 |
| LPL Financial LLC added | 17,225,624 | $1.8B | 9.1% | 2026-Q1 |
| MORGAN STANLEY added | 9,859,581 | $1.0B | 5.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 7,651,770 | $768M | 4.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 7,165,021 | $733M | 3.8% | 2026-Q1 |
| SIGNATUREFD, LLC added | 4,642,282 | $475M | 2.5% | 2026-Q1 |
| Blue Trust, Inc. trimmed | 4,275,724 | $437M | 2.3% | 2026-Q1 |
| Kestra Investment Management, LLC added | 3,893,371 | $398M | 2.1% | 2026-Q1 |
| ASPIRIANT, LLC added | 3,683,055 | $377M | 2.0% | 2026-Q1 |
| Merit Financial Group, LLC added | 2,788,906 | $285M | 1.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 2,079,573 | $209M | 1.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,640,137 | $168M | 0.9% | 2026-Q1 |
| UBS Group AG trimmed | 1,599,208 | $164M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,508,476 | $154M | 0.8% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 1,437,925 | $147M | 0.8% | 2026-Q1 |
| Auto-Owners Insurance Co trimmed | 1,354,000 | $139M | 0.7% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 1,313,006 | $134M | 0.7% | 2026-Q1 |
| Modera Wealth Management, LLC trimmed | 1,187,481 | $121M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,183,894 | $121M | 0.6% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 1,165,952 | $119M | 0.6% | 2026-Q1 |
| Foster Group, Inc. added | 1,112,192 | $114M | 0.6% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 1,024,836 | $105M | 0.5% | 2026-Q1 |
| Corient Private Wealth LLC added | 818,409 | $83M | 0.4% | 2026-Q1 |
| CANANDAIGUA NATIONAL CORP new | 810,696 | $83M | 0.4% | 2026-Q1 |
| Venturi Wealth Management, LLC trimmed | 791,991 | $81M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 717,475 | $73M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 710,815 | $73M | 0.4% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 702,083 | $72M | 0.4% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 695,650 | $71M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 658,576 | $67M | 0.3% | 2026-Q1 |
| McGlone Suttner Wealth Management, Inc. added | 653,302 | $67M | 0.3% | 2026-Q1 |
| Allworth Financial LP trimmed | 597,602 | $61M | 0.3% | 2026-Q1 |
| CWM, LLC trimmed | 568,929 | $58M | 0.3% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 525,572 | $54M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 513,451 | $53M | 0.3% | 2026-Q1 |
| FMR LLC added | 477,673 | $49M | 0.3% | 2026-Q1 |
| Nadler Financial Group, Inc. trimmed | 453,426 | $46M | 0.2% | 2026-Q1 |
| Curi Capital, LLC added | 449,471 | $46M | 0.2% | 2026-Q1 |
| KINTRA WEALTH, LLC new | 442,950 | $45M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 434,741 | $44M | 0.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 418,662 | $43M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 417,873 | $43M | 0.2% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 407,856 | $42M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 390,733 | $40M | 0.2% | 2026-Q1 |
| Tanglewood Legacy Advisors, LLC added | 381,429 | $39M | 0.2% | 2026-Q1 |
| Atlantic Union Bankshares Corp added | 367,483 | $38M | 0.2% | 2026-Q1 |
| Veracity Capital LLC trimmed | 360,856 | $37M | 0.2% | 2026-Q1 |
| HOWE & RUSLING INC added | 358,791 | $37M | 0.2% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. added | 358,137 | $37M | 0.2% | 2026-Q1 |
| Financial Engines Advisors L.L.C. added | 344,715 | $35M | 0.2% | 2026-Q1 |
| Townsend & Associates, Inc trimmed | 319,320 | $34M | 0.2% | 2026-Q1 |
| PCA Investment Advisory Services Inc. added | 320,867 | $33M | 0.2% | 2026-Q1 |
| Madison Wealth Partners, Inc added | 312,125 | $32M | 0.2% | 2026-Q1 |
| ForthRight Wealth Management, LLC added | 302,273 | $31M | 0.2% | 2026-Q1 |
| DDFG, Inc added | 297,363 | $30M | 0.2% | 2026-Q1 |
| SOUTHERN CAPITAL ADVISORS, LLC added | 295,600 | $30M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 286,084 | $29M | 0.2% | 2026-Q1 |
| Duncan Williams Asset Management, LLC trimmed | 270,470 | $28M | 0.1% | 2026-Q1 |
| Vident Advisory, LLC added | 250,032 | $26M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 249,807 | $26M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 246,630 | $25M | 0.1% | 2026-Q1 |
| Gotham Asset Management, LLC added | 240,968 | $25M | 0.1% | 2026-Q1 |
| Garde Capital, Inc. trimmed | 237,433 | $24M | 0.1% | 2026-Q1 |
| Waldron Private Wealth LLC trimmed | 234,683 | $24M | 0.1% | 2026-Q1 |
| GDS Wealth Management trimmed | 228,072 | $23M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 226,681 | $23M | 0.1% | 2026-Q1 |
| Salus Financial Advisors, LLC added | 225,265 | $23M | 0.1% | 2026-Q1 |
| Alliance Private Wealth, LLC added | 220,943 | $23M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 219,581 | $22M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 216,562 | $22M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 211,610 | $22M | 0.1% | 2026-Q1 |
| Steele Capital Management, Inc. trimmed | 209,516 | $21M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 206,404 | $21M | 0.1% | 2026-Q1 |
| Strategies Wealth Advisors, LLC trimmed | 203,013 | $21M | 0.1% | 2026-Q1 |
| Birchcreek Wealth Management, LLC added | 201,795 | $21M | 0.1% | 2026-Q1 |
| SkyOak Wealth, LLC trimmed | 200,476 | $20M | 0.1% | 2026-Q1 |
| IRONWOOD WEALTH MANAGEMENT, INC. trimmed | 192,555 | $20M | 0.1% | 2026-Q1 |
| Richard W. Paul & Associates, LLC added | 182,128 | $19M | 0.1% | 2026-Q1 |
| High Probability Advisors, LLC added | 178,271 | $18M | 0.1% | 2026-Q1 |
| Crescent Grove Advisors, LLC trimmed | 162,440 | $17M | 0.1% | 2026-Q1 |
| Financial Partners Group, Inc added | 161,395 | $17M | 0.1% | 2026-Q1 |
| MFA WEALTH ADVISORS, LLC added | 159,592 | $16M | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 158,595 | $16M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 331,227 | $16M | 0.1% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 156,812 | $16M | 0.1% | 2026-Q1 |
| Trek Financial, LLC trimmed | 155,090 | $16M | 0.1% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added | 153,047 | $16M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 151,232 | $15M | 0.1% | 2026-Q1 |
| Allianz Asset Management GmbH added | 149,660 | $15M | 0.1% | 2026-Q1 |
| Savant Capital, LLC trimmed | 147,252 | $15M | 0.1% | 2026-Q1 |
| Global Strategic Investment Solutions, LLC added | 145,694 | $15M | 0.1% | 2026-Q1 |
| Cosner Financial Group, LLC added | 139,863 | $14M | 0.1% | 2026-Q1 |
| FORTRESS FINANCIAL GROUP, LLC trimmed | 139,371 | $14M | 0.1% | 2026-Q1 |
| CHURCHILL MANAGEMENT Corp new | 1,877,261 | $173M | 0.9% | 2025-Q1 stale |
| CANANDAIGUA NATIONAL BANK & TRUST CO added | 863,837 | $89M | 0.5% | 2025-Q4 stale |
| Sandy Spring Bank trimmed | 362,036 | $33M | 0.2% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 317,175 | $30M | 0.2% | 2025-Q2 stale |
| TWO SIGMA INVESTMENTS, LP added | 235,800 | $24M | 0.1% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. added | 185,593 | $18M | 0.1% | 2025-Q2 stale |
| Financial Advocates Investment Management added | 148,062 | $14M | 0.1% | 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.
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.