751 tracked 13F filers disclose a position in IUSV as of the latest SEC 13F filings, a combined $20.3B 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/ | $8.5B | 83.4M | ▼~0% Reduced · −27K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $1.8B | 17.2M | ▲+5.0% Added · +819K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $1.0B | 9.9M | ▲+1.4% Added · +139K sh | Q1 2026 | |
| 4 | JONES FINANCIAL COMPANIES LLLP | $768.3M | 7.7M | ▲+19% Added · +1.2M sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $732.6M | 7.2M | ▲+21% Added · +1.2M sh | Q1 2026 | |
| 6 | SIGNATUREFD, LLC | $474.7M | 4.6M | ▲+1.5% Added · +69K sh | Q1 2026 | |
| 7 | Kestra Investment Management, LLC | $491.7M | 4.5M | ▲+15% Added · +571K sh | Q2 2026 | |
| 8 | Blue Trust, Inc. | $466.6M | 4.2M | ▼−0.9% Reduced · −40K sh | Q2 2026 | |
| 9 | ASPIRIANT, LLC | $406.0M | 3.7M | ▲+0.1% Added · +2K sh | Q2 2026 | |
| 10 | Merit Financial Group, LLC | $327.9M | 3.0M | ▲+6.7% Added · +188K sh | Q2 2026 | |
| 11 | JPMORGAN CHASE & CO | $208.9M | 2.1M | ▼−10% Reduced · −243K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $167.7M | 1.6M | ▼−4.7% Reduced · −80K sh | Q1 2026 | |
| 13 | UBS Group AG | $163.5M | 1.6M | ▼−0.8% Reduced · −13K sh | Q1 2026 | |
| 14 | ROYAL BANK OF CANADA | $154.2M | 1.5M | ▲+2.0% Added · +30K sh | Q1 2026 | |
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | $147.0M | 1.4M | ▲+18% Added · +219K sh | Q1 2026 | |
| 16 | BENJAMIN EDWARDS INC | $153.4M | 1.4M | ▲+6.0% Added · +79K sh | Q2 2026 | |
| 17 | Auto-Owners Insurance Co | $138.6M | 1.4M | —Held | Q1 2026 | |
| 18 | Modera Wealth Management, LLC | $131.4M | 1.2M | ▲+0.5% Added · +5K sh | Q2 2026 | |
| 19 | BLAIR WILLIAM & CO/IL | $131.0M | 1.2M | ▲+2.0% Added · +24K sh | Q2 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $121.1M | 1.2M | ▲+8.2% Added · +89K sh | Q1 2026 | |
| 21 | Foster Group, Inc. | $124.7M | 1.1M | ▲+1.8% Added · +20K sh | Q2 2026 | |
| 22 | Corient Private Wealth LLC | $83.3M | 818K | ▲+4.5% Added · +35K sh | Q1 2026 | |
| 23 | CANANDAIGUA NATIONAL BANK & TRUST CO | $89.1M | 809K | ▼−6.4% Reduced · −55K sh | Q2 2026 | |
| 24 | HighTower Advisors, LLC | $73.4M | 717K | ▲+1.4% Added · +10K sh | Q1 2026 | |
| 25 | Cetera Investment Advisers | $72.7M | 711K | ▼−4.4% Reduced · −33K 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, 1 fund opened a new position in IUSV and 33 added to an existing one, while 10 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 | 437 funds | $117.1B |
| MICROSOFT CORPMSFT | 437 funds | $101.4B |
| NVIDIA CORPNVDA | 430 funds | $136.6B |
| AMAZON.COM INCAMZN | 426 funds | $73.9B |
| ALPHABET INC-CL AGOOGL | 424 funds | $63.1B |
| ALPHABET INC-CL CGOOG | 419 funds | $46.6B |
| JPMORGAN CHASE & COJPM | 419 funds | $31.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 413 funds | $16.8B |
| ISHARES CORE S&P 500 ETFIVV | 411 funds | $33.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 409 funds | $21.5B |
| META PLATFORMS INC-CLASS AMETA | 405 funds | $38.9B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 404 funds | $15.3B |
Ranked by how many of IUSV'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 IUSV
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/IUSV/capital-change-brief"
Use Arkolith's capital_change_brief for IUSV. 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 IUSV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.