867 tracked 13F filers disclose a position in IUSG as of the latest SEC 13F filings, a combined $21.0B 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 | BANK OF AMERICA CORP /DE/ | $8.2B | 52.8M | ▲+21% Added · +9.3M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $2.3B | 14.5M | ▲+3.9% Added · +540K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $2.2B | 14.4M | ▲+1.1% Added · +155K sh | Q1 2026 | |
| 4 | JONES FINANCIAL COMPANIES LLLP | $1.0B | 6.7M | ▲+26% Added · +1.4M sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $444.9M | 2.9M | ▲+24% Added · +564K sh | Q1 2026 | |
| 6 | Merit Financial Group, LLC | $393.6M | 2.1M | ▲+7.1% Added · +138K sh | Q2 2026 | |
| 7 | Blue Trust, Inc. | $355.2M | 1.9M | ▲+1.1% Added · +21K sh | Q2 2026 | |
| 8 | JPMORGAN CHASE & CO | $234.8M | 1.6M | ▼−2.9% Reduced · −47K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $221.6M | 1.4M | ▼−1.6% Reduced · −24K sh | Q1 2026 | |
| 10 | UBS Group AG | $212.2M | 1.4M | ▲+14% Added · +170K sh | Q1 2026 | |
| 11 | Kestra Investment Management, LLC | $207.7M | 1.3M | ▲+17% Added · +189K sh | Q2 2026 | |
| 12 | ROYAL BANK OF CANADA | $189.3M | 1.2M | ▲+14% Added · +146K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $175.6M | 1.1M | ▼−2.4% Reduced · −27K sh | Q1 2026 | |
| 14 | PNC FINANCIAL SERVICES GROUP, INC. | $172.8M | 1.1M | ▲+11% Added · +109K sh | Q1 2026 | |
| 15 | Facet Wealth, Inc. | $166.4M | 885K | ▲+8.7% Added · +71K sh | Q2 2026 | |
| 16 | BENJAMIN EDWARDS INC | $155.3M | 825K | ▲+4.8% Added · +38K sh | Q2 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $120.5M | 777K | ▼−26% Reduced · −274K sh | Q1 2026 | |
| 18 | FMR LLC | $108.0M | 696K | ▲+1.4% Added · +10K sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | $99.0M | 638K | ▲+3.6% Added · +22K sh | Q1 2026 | |
| 20 | BLAIR WILLIAM & CO/IL | $94.3M | 501K | ▲+4.8% Added · +23K sh | Q2 2026 | |
| 21 | SHP Wealth Management | $94.1M | 500K | ▲+0.7% Added · +4K sh | Q2 2026 | |
| 22 | HighTower Advisors, LLC | $72.1M | 465K | ▼−19% Reduced · −107K sh | Q1 2026 | |
| 23 | CITIZENS FINANCIAL GROUP INC/RI | $69.7M | 450K | ▼−3.8% Reduced · −18K sh | Q1 2026 | |
| 24 | Corient Private Wealth LLC | $68.9M | 444K | ▲+25% Added · +90K sh | Q1 2026 | |
| 25 | Allworth Financial LP | $66.9M | 431K | ▼−0.2% Reduced · −773 sh | Q1 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 IUSG and 24 added to an existing one, while 17 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 | 510 funds | $129.2B |
| MICROSOFT CORPMSFT | 505 funds | $110.9B |
| AMAZON.COM INCAMZN | 501 funds | $82.1B |
| NVIDIA CORPNVDA | 498 funds | $151.3B |
| ALPHABET INC-CL AGOOGL | 497 funds | $70.7B |
| ALPHABET INC-CL CGOOG | 489 funds | $50.0B |
| JPMORGAN CHASE & COJPM | 489 funds | $35.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 488 funds | $25.0B |
| ISHARES CORE S&P 500 ETFIVV | 485 funds | $36.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 477 funds | $19.7B |
| JOHNSON & JOHNSONJNJ | 476 funds | $23.8B |
| META PLATFORMS INC-CLASS AMETA | 475 funds | $43.2B |
Ranked by how many of IUSG's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for IUSG
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/IUSG/capital-change-brief"
Use Arkolith's capital_change_brief for IUSG. 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 IUSG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.