Who owns USIG (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-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
92 tracked funds added or opened USIG while 57 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
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 0.4% 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 2025-Q4 and 2026-Q1, across 453 tracked filers holding USIG, 252 increased or opened the position and 173 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 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 20
- TIAA Wealth Investment Management LLC$579M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$468M
- JANE STREET GROUP, LLC$41M
- Liberty Mutual Group Asset Management Inc.$37M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- Gateway Wealth Partners, LLC$3M
Full exits 15
- Long Run Wealth Advisors, LLC$62M
- Blue Edge Capital, LLC$21M
- Diversify Advisory Services, LLC$13M
- Runnymede Capital Advisors, Inc.$9M
- Vontobel Holding Ltd.$6M
- COMERICA BANK$6M
Largest adds
- UBS Group AG$2.7B
- BANK OF AMERICA CORP /DE/$540M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$432M
- AMERIPRISE FINANCIAL INC$135M
- Empower Advisory Group, LLC$63M
- MERCER GLOBAL ADVISORS INC /ADV$62M
Largest trims
- TIAA TRUST, NATIONAL ASSOCIATION$1.3B
- BlackRock, Inc.$98M
- RAYMOND JAMES FINANCIAL INC$63M
- Kestra Investment Management, LLC$52M
- Merit Financial Group, LLC$50M
- ENVESTNET ASSET MANAGEMENT INC$50M
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/ added | 61,669,415 | $3.2B | 20.4% | 2026-Q1 |
| UBS Group AG added | 56,079,950 | $2.9B | 18.6% | 2026-Q1 |
| Empower Advisory Group, LLC added | 20,349,943 | $1.0B | 6.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 18,094,724 | $955M | 6.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 11,610,948 | $595M | 3.8% | 2026-Q1 |
| TIAA Wealth Investment Management LLC new | 11,369,294 | $579M | 3.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 10,749,955 | $551M | 3.6% | 2026-Q1 |
| ASSETMARK, INC added | 10,174,811 | $521M | 3.4% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 9,139,303 | $468M | 3.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 7,108,900 | $364M | 2.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 6,946,627 | $356M | 2.3% | 2026-Q1 |
| BlackRock, Inc. trimmed | 6,132,260 | $314M | 2.0% | 2026-Q1 |
| Allworth Financial LP added | 5,862,267 | $300M | 1.9% | 2026-Q1 |
| North Dakota State Investment Board | 5,241,476 | $269M | 1.7% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 4,918,925 | $252M | 1.6% | 2026-Q1 |
| LPL Financial LLC added | 3,464,282 | $177M | 1.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 3,362,627 | $172M | 1.1% | 2026-Q1 |
| 1832 Asset Management L.P. added | 3,181,412 | $163M | 1.1% | 2026-Q1 |
| Valmark Advisers, Inc. added | 3,015,485 | $154M | 1.0% | 2026-Q1 |
| MORGAN STANLEY added | 2,804,359 | $144M | 0.9% | 2026-Q1 |
| Asset Management One Co., Ltd. added | 2,767,024 | $142M | 0.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,934,400 | $99M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,800,624 | $92M | 0.6% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC added | 1,692,140 | $87M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,583,035 | $81M | 0.5% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 1,526,055 | $78M | 0.5% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 1,218,554 | $62M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 1,122,773 | $58M | 0.4% | 2026-Q1 |
| Voya Financial Advisors, Inc. trimmed | 813,206 | $41M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 790,792 | $41M | 0.3% | 2026-Q1 |
| MCF Advisors LLC trimmed | 759,792 | $39M | 0.3% | 2026-Q1 |
| Liberty Mutual Group Asset Management Inc. new | 714,850 | $37M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 679,845 | $35M | 0.2% | 2026-Q1 |
| Trilogy Capital Inc. added | 670,281 | $34M | 0.2% | 2026-Q1 |
| FULTON BREAKEFIELD BROENNIMAN LLC added | 653,841 | $33M | 0.2% | 2026-Q1 |
| Crestwood Advisors Group, LLC trimmed | 647,979 | $33M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 614,798 | $31M | 0.2% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 592,736 | $30M | 0.2% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 548,142 | $28M | 0.2% | 2026-Q1 |
| New Jersey Better Educational Savings Trust trimmed | 507,693 | $26M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 507,366 | $26M | 0.2% | 2026-Q1 |
| Santa Clara Valley Transportation Authority | 481,977 | $25M | 0.2% | 2026-Q1 |
| SECURIAN ASSET MANAGEMENT, INC | 439,717 | $23M | 0.1% | 2026-Q1 |
| New York Life Investment Management LLC added | 432,356 | $22M | 0.1% | 2026-Q1 |
| Strategic Investment Advisors / MI added | 426,907 | $22M | 0.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 405,311 | $21M | 0.1% | 2026-Q1 |
| ST GERMAIN D J CO INC trimmed | 405,122 | $21M | 0.1% | 2026-Q1 |
| Advisors Capital Management, LLC added | 382,114 | $20M | 0.1% | 2026-Q1 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO added | 369,902 | $19M | 0.1% | 2026-Q1 |
| Cosner Financial Group, LLC added | 365,167 | $19M | 0.1% | 2026-Q1 |
| Betterment LLC added | 361,816 | $19M | 0.1% | 2026-Q1 |
| McKinley Carter Wealth Services, Inc. added | 358,233 | $18M | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 356,337 | $18M | 0.1% | 2026-Q1 |
| Pallas Capital Advisors LLC trimmed | 324,821 | $17M | 0.1% | 2026-Q1 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 280,801 | $14M | 0.1% | 2026-Q1 |
| Modern Wealth Management, LLC added | 278,900 | $14M | 0.1% | 2026-Q1 |
| Destination Wealth Management added | 276,626 | $14M | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 268,496 | $14M | 0.1% | 2026-Q1 |
| Shelter Mutual Insurance Co trimmed | 263,974 | $14M | 0.1% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC trimmed | 237,969 | $12M | 0.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 151,262 | $12M | 0.1% | 2026-Q1 |
| Westover Capital Advisors, LLC trimmed | 220,081 | $11M | 0.1% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 218,453 | $11M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 217,080 | $11M | 0.1% | 2026-Q1 |
| One Capital Management, LLC added | 199,428 | $10M | 0.1% | 2026-Q1 |
| Sigma Planning Corp added | 194,886 | $10M | 0.1% | 2026-Q1 |
| SIMA Wealth Partners, LLC added | 193,640 | $10M | 0.1% | 2026-Q1 |
| Glassy Mountain Advisors, Inc. added | 188,348 | $10M | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. added | 185,742 | $10M | 0.1% | 2026-Q1 |
| Premier Path Wealth Partners, LLC trimmed | 183,736 | $9M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 177,496 | $9M | 0.1% | 2026-Q1 |
| Kraft, Davis & Associates, LLC added | 172,840 | $9M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 167,719 | $9M | 0.1% | 2026-Q1 |
| Simplicity Wealth,LLC added | 159,877 | $8M | 0.1% | 2026-Q1 |
| IVC Wealth Advisors LLC added | 155,854 | $8M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 154,061 | $8M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 141,533 | $7M | 0.0% | 2026-Q1 |
| Triumph Capital Management added | 135,462 | $7M | 0.0% | 2026-Q1 |
| Dakota Wealth Management added | 134,825 | $7M | 0.0% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 135,350 | $7M | 0.0% | 2026-Q1 |
| Trivant Custom Portfolio Group, LLC trimmed | 132,280 | $7M | 0.0% | 2026-Q1 |
| Kensington Asset Management, LLC | 129,603 | $7M | 0.0% | 2026-Q1 |
| Archford Capital Strategies, LLC added | 130,410 | $7M | 0.0% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 118,784 | $6M | 0.0% | 2026-Q1 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC trimmed | 111,343 | $6M | 0.0% | 2026-Q1 |
| Napier Financial, LLC trimmed | 110,483 | $6M | 0.0% | 2026-Q1 |
| Japan Science & Technology Agency trimmed | 2,150,000 | $112M | 0.7% | 2025-Q3 stale |
| Sensible Financial Planning & Management, LLC. added | 1,407,927 | $74M | 0.5% | 2025-Q3 stale |
| Long Run Wealth Advisors, LLC added | 1,195,107 | $62M | 0.4% | 2025-Q4 stale |
| Blue Edge Capital, LLC added | 411,854 | $21M | 0.1% | 2025-Q4 stale |
| CITIGROUP INC added | 290,526 | $15M | 0.1% | 2025-Q3 stale |
| Diversify Advisory Services, LLC added | 243,587 | $13M | 0.1% | 2025-Q4 stale |
| BANK OF NOVA SCOTIA added | 200,000 | $10M | 0.1% | 2025-Q3 stale |
| Runnymede Capital Advisors, Inc. new | 175,018 | $9M | 0.1% | 2025-Q4 stale |
| Capitolis Liquid Global Markets LLC new | 160,000 | $8M | 0.1% | 2025-Q1 stale |
| CNO Financial Group, Inc. | 150,000 | $8M | 0.0% | 2025-Q2 stale |
| HOWARD BAILEY SECURITIES, LLC added | 139,888 | $7M | 0.0% | 2025-Q1 stale |
| Vontobel Holding Ltd. | 125,000 | $6M | 0.0% | 2025-Q4 stale |
| COMERICA BANK trimmed | 123,582 | $6M | 0.0% | 2025-Q4 stale |
| Motiv8 Investments LLC added | 115,746 | $6M | 0.0% | 2025-Q3 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.