Who owns USIG
Which tracked institutional funds hold USIG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See USIG 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
102 tracked funds added or opened USIG while 55 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
USIG’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.1pp gap the other way — the median holder sizes USIG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in USIG 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 449 tracked filers holding USIG, 249 increased or opened the position and 190 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 USIG 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 22
- State of New Jersey Common Pension Fund D$195M
- Diversify Advisory Services, LLC$31M
- RATIONAL ADVISORS, INC.$14M
- ALLSTATE CORP$10M
- NewEdge Advisors, LLC$8M
- Banque Transatlantique SA$5M
Full exits 23
- JANE STREET GROUP, LLC$41M
- Betterment LLC$19M
- Kensington Asset Management, LLC$7M
- CWM, LLC$5M
- Janney Montgomery Scott LLC$4M
- Virtue Capital Management, LLC$3M
Largest adds
- BANK OF AMERICA CORP /DE/$152M
- UBS Group AG$140M
- BlackRock, Inc.$138M
- Empower Advisory Group, LLC$83M
- STIFEL FINANCIAL CORP$60M
- MERCER GLOBAL ADVISORS INC /ADV$60M
Largest trims
- AMERIPRISE FINANCIAL INC$224M
- North Dakota State Investment Board$192M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$30M
- TRUIST FINANCIAL CORP$30M
- Allworth Financial LP$29M
- ENVESTNET ASSET MANAGEMENT INC$26M
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 | 64,560,210 | $3.3B | 21.1% | 2026-Q2 |
| UBS Group AG added | 58,744,213 | $3.0B | 19.2% | 2026-Q2 |
| Empower Advisory Group, LLC added | 21,938,094 | $1.1B | 7.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 14,266,966 | $731M | 4.7% | 2026-Q2 |
| TIAA Wealth Investment Management LLC added | 11,596,236 | $597M | 3.8% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 11,011,795 | $565M | 3.6% | 2026-Q2 |
| ASSETMARK, INC added | 10,298,259 | $528M | 3.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 10,160,720 | $521M | 3.3% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 8,965,515 | $460M | 2.9% | 2026-Q2 |
| BlackRock, Inc. added | 8,824,279 | $453M | 2.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 8,274,513 | $424M | 2.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 6,437,173 | $330M | 2.1% | 2026-Q2 |
| Allworth Financial LP trimmed | 5,290,436 | $271M | 1.7% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 4,953,875 | $254M | 1.6% | 2026-Q2 |
| State of New Jersey Common Pension Fund D new | 3,800,000 | $195M | 1.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 3,563,725 | $183M | 1.2% | 2026-Q2 |
| LPL Financial LLC added | 3,519,315 | $181M | 1.2% | 2026-Q2 |
| Valmark Advisers, Inc. added | 3,405,952 | $175M | 1.1% | 2026-Q2 |
| 1832 Asset Management L.P. added | 3,295,494 | $169M | 1.1% | 2026-Q2 |
| Asset Management One Co., Ltd. added | 3,002,847 | $154M | 1.0% | 2026-Q2 |
| MORGAN STANLEY added | 2,905,095 | $149M | 1.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 2,389,937 | $123M | 0.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,385,989 | $122M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 2,004,216 | $103M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,958,795 | $101M | 0.6% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC added | 1,757,289 | $90M | 0.6% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 1,502,940 | $77M | 0.5% | 2026-Q2 |
| North Dakota State Investment Board trimmed | 1,499,747 | $77M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 1,296,025 | $66M | 0.4% | 2026-Q2 |
| MCF Advisors LLC added | 831,610 | $43M | 0.3% | 2026-Q2 |
| Voya Financial Advisors, Inc. added | 826,967 | $43M | 0.3% | 2026-Q2 |
| Crestwood Advisors Group, LLC added | 721,501 | $37M | 0.2% | 2026-Q2 |
| Liberty Mutual Group Asset Management Inc. | 714,850 | $37M | 0.2% | 2026-Q2 |
| Trilogy Capital Inc. added | 713,361 | $37M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 690,017 | $35M | 0.2% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 674,155 | $35M | 0.2% | 2026-Q2 |
| FULTON BREAKEFIELD BROENNIMAN LLC trimmed | 652,977 | $33M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 628,294 | $32M | 0.2% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 616,934 | $31M | 0.2% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 616,934 | $31M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 554,822 | $28M | 0.2% | 2026-Q2 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO added | 546,405 | $28M | 0.2% | 2026-Q2 |
| New Jersey Better Educational Savings Trust | 507,693 | $26M | 0.2% | 2026-Q2 |
| Santa Clara Valley Transportation Authority added | 505,717 | $26M | 0.2% | 2026-Q2 |
| Strategic Investment Advisors / MI added | 436,367 | $22M | 0.1% | 2026-Q2 |
| SECURIAN ASSET MANAGEMENT, INC trimmed | 430,517 | $22M | 0.1% | 2026-Q2 |
| Blue Edge Capital, LLC trimmed | 426,139 | $22M | 0.1% | 2026-Q2 |
| ST GERMAIN D J CO INC added | 415,596 | $21M | 0.1% | 2026-Q2 |
| Advisors Capital Management, LLC added | 408,723 | $21M | 0.1% | 2026-Q2 |
| McKinley Carter Wealth Services, Inc. added | 399,288 | $20M | 0.1% | 2026-Q2 |
| New York Life Investment Management LLC trimmed | 394,542 | $20M | 0.1% | 2026-Q2 |
| Cosner Financial Group, LLC added | 379,687 | $19M | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 365,404 | $19M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 350,520 | $18M | 0.1% | 2026-Q2 |
| Pallas Capital Advisors LLC added | 338,709 | $17M | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC added | 327,457 | $17M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 287,652 | $15M | 0.1% | 2026-Q2 |
| TIAA TRUST, NATIONAL ASSOCIATION added | 284,211 | $15M | 0.1% | 2026-Q2 |
| PRUDENTIAL PLC added | 281,860 | $14M | 0.1% | 2026-Q2 |
| RATIONAL ADVISORS, INC. new | 281,728 | $14M | 0.1% | 2026-Q2 |
| Destination Wealth Management added | 279,770 | $14M | 0.1% | 2026-Q2 |
| Shelter Mutual Insurance Co | 263,974 | $14M | 0.1% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC added | 242,928 | $12M | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 233,879 | $12M | 0.1% | 2026-Q2 |
| Westover Capital Advisors, LLC trimmed | 217,402 | $11M | 0.1% | 2026-Q2 |
| One Capital Management, LLC | 199,428 | $10M | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 199,125 | $10M | 0.1% | 2026-Q2 |
| ALLSTATE CORP new | 198,315 | $10M | 0.1% | 2026-Q2 |
| SIMA Wealth Partners, LLC added | 197,581 | $10M | 0.1% | 2026-Q2 |
| Premier Path Wealth Partners, LLC added | 196,794 | $10M | 0.1% | 2026-Q2 |
| Glassy Mountain Advisors, Inc. added | 195,683 | $10M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 187,320 | $10M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 184,811 | $9M | 0.1% | 2026-Q2 |
| Dakota Wealth Management added | 180,895 | $9M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 179,591 | $9M | 0.1% | 2026-Q2 |
| Simplicity Wealth,LLC added | 169,089 | $9M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 166,298 | $9M | 0.1% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 164,247 | $8M | 0.1% | 2026-Q2 |
| IVC Wealth Advisors LLC added | 162,344 | $8M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 154,178 | $8M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 149,249 | $8M | 0.0% | 2026-Q2 |
| Triumph Capital Management added | 145,500 | $7M | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 141,923 | $7M | 0.0% | 2026-Q2 |
| Archford Capital Strategies, LLC added | 136,004 | $7M | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 135,350 | $7M | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 130,820 | $7M | 0.0% | 2026-Q2 |
| Trivant Custom Portfolio Group, LLC trimmed | 130,399 | $7M | 0.0% | 2026-Q2 |
| Venture Visionary Partners LLC added | 127,522 | $7M | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 126,130 | $6M | 0.0% | 2026-Q2 |
| Aprio Wealth Management, LLC added | 125,787 | $6M | 0.0% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 124,308 | $6M | 0.0% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 114,416 | $6M | 0.0% | 2026-Q2 |
| Napier Financial, LLC added | 111,352 | $6M | 0.0% | 2026-Q2 |
| Financial Avengers, Inc. added | 110,014 | $6M | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 109,201 | $6M | 0.0% | 2026-Q2 |
| US BANCORP \DE\ added | 108,541 | $6M | 0.0% | 2026-Q2 |
| Fjell Capital, LLC added | 108,370 | $6M | 0.0% | 2026-Q2 |
| Wealthspire Retirement, LLC added | 108,163 | $6M | 0.0% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC trimmed | 104,710 | $5M | 0.0% | 2026-Q2 |
| Center For Asset Management LLC added | 102,768 | $5M | 0.0% | 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.