101 tracked 13F filers disclose a position in IUS as of the latest SEC 13F filings, a combined $558.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $87.3M | 1.5M | ▼~0% Reduced · −514 sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $52.1M | 900K | ▲+11% Added · +86K sh | Q1 2026 | |
| 3 | CWM, LLC | $40.6M | 701K | ▲+5.0% Added · +34K sh | Q1 2026 | |
| 4 | Rockefeller Capital Management L.P. | $39.1M | 675K | ▲+0.6% Added · +4K sh | Q1 2026 | |
| 5 | Alpine Bank Wealth Management | $38.7M | 591K | ▲New +591K sh | Q2 2026 | |
| 6 | Intelligence Driven Advisers, LLC | $36.7M | 560K | ▲+1.8% Added · +10K sh | Q2 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $26.0M | 448K | ▼−9.3% Reduced · −46K sh | Q1 2026 | |
| 8 | ARQ WEALTH ADVISORS, LLC | $16.6M | 248K | ▲+22% Added · +44K sh | Q2 2026 | |
| 9 | Merit Financial Group, LLC | $16.2M | 246K | ▲+0.7% Added · +2K sh | Q2 2026 | |
| 10 | Kestra Advisory Services, LLC | $15.9M | 243K | ▼−10% Reduced · −28K sh | Q2 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $13.9M | 240K | ▼−7.0% Reduced · −18K sh | Q1 2026 | |
| 12 | Berkeley, Inc | $15.3M | 234K | ▲+8.0% Added · +17K sh | Q2 2026 | |
| 13 | HighPoint Advisor Group LLC | $14.8M | 225K | ▼−16% Reduced · −44K sh | Q2 2026 | |
| 14 | Beacon Pointe Advisors, LLC | $14.5M | 221K | ▲+7.1% Added · +15K sh | Q2 2026 | |
| 15 | MML INVESTORS SERVICES, LLC | $12.3M | 187K | ▼−4.7% Reduced · −9K sh | Q2 2026 | |
| 16 | Lighthouse Wealth Management Inc. | $11.3M | 172K | ▼−1.5% Reduced · −3K sh | Q2 2026 | |
| 17 | McIlrath & Eck, LLC | $9.0M | 155K | ▲+3.9% Added · +6K sh | Q1 2026 | |
| 18 | BYRNE FINANCIAL FREEDOM, LLC | $8.2M | 125K | ▼−2.3% Reduced · −3K sh | Q2 2026 | |
| 19 | PFG Advisors | $8.1M | 124K | ▲+9.6% Added · +11K sh | Q2 2026 | |
| 20 | Geneos Wealth Management Inc. | $6.8M | 103K | ▲+0.1% Added · +77 sh | Q2 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $4.9M | 84K | ▲+21% Added · +15K sh | Q1 2026 | |
| 22 | Professional Financial Advisors, LLC | $5.0M | 76K | ▲+1.7% Added · +1K sh | Q2 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $3.9M | 67K | ▼−57% Reduced · −90K sh | Q1 2026 | |
| 24 | Synergy Investment Management, LLC | $3.4M | 59K | ▲+26% Added · +12K sh | Q1 2026 | |
| 25 | Nova Wealth Management, Inc. | $3.7M | 57K | ▲+6.3% Added · +3K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in IUS and 20 added to an existing one, while 12 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 46 funds | $9.8B |
| MICROSOFT CORPMSFT | 46 funds | $6.5B |
| ALPHABET INC-CL AGOOGL | 46 funds | $4.5B |
| NVIDIA CORPNVDA | 45 funds | $12.2B |
| AMAZON.COM INCAMZN | 45 funds | $5.9B |
| ALPHABET INC-CL CGOOG | 45 funds | $3.9B |
| META PLATFORMS INC-CLASS AMETA | 45 funds | $3.5B |
| WALMART INCWMT | 45 funds | $1.3B |
| CATERPILLAR INCCAT | 45 funds | $1.0B |
| ABBVIE INCABBV | 45 funds | $907.2M |
| ISHARES CORE S&P 500 ETFIVV | 44 funds | $5.9B |
| MICRON TECHNOLOGY INCMU | 44 funds | $2.8B |
Ranked by how many of IUS's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BSCRmc | 373 funds | $3.4B |
| BSCSmc | 370 funds | $2.4B |
| BSCQmc | 368 funds | $2.9B |
| BSCTmc | 328 funds | $1.9B |
| BSCUmc | 283 funds | $1.9B |
| OMFLmc | 246 funds | $2.4B |
| BSCVmc | 212 funds | $1.2B |
| BSJQmc | 169 funds | $635.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for IUS
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IUS/capital-change-brief"
Use Arkolith's capital_change_brief for IUS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IUS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.