421 tracked 13F filers disclose a position in USIG as of the latest SEC 13F filings, a combined $15.4B 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/ | $3.2B | 61.7M | ▲+22% Added · +11.1M sh | Q1 2026 | |
| 2 | UBS Group AG | $2.9B | 56.1M | ▲14× Added · +52.0M sh | Q1 2026 | |
| 3 | Empower Advisory Group, LLC | $1.1B | 21.9M | ▲+7.8% Added · +1.6M sh | Q2 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $955.2M | 18.1M | ▲+13% Added · +2.1M sh | Q1 2026 | |
| 5 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $594.8M | 11.6M | ▲+268% Added · +8.5M sh | Q1 2026 | |
| 6 | TIAA Wealth Investment Management LLC | $597.4M | 11.6M | ▲+2.0% Added · +227K sh | Q2 2026 | |
| 7 | TRUIST FINANCIAL CORP | $550.7M | 10.7M | ▲+7.8% Added · +783K sh | Q1 2026 | |
| 8 | ASSETMARK, INC | $528.2M | 10.3M | ▲+1.2% Added · +123K sh | Q2 2026 | |
| 9 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $459.8M | 9.0M | ▼−1.9% Reduced · −174K sh | Q2 2026 | |
| 10 | BlackRock, Inc. | $424.1M | 8.3M | ▲+4.1% Added · +326K sh | Q1 2026 | |
| 11 | STIFEL FINANCIAL CORP | $364.2M | 7.1M | ▲+5.8% Added · +388K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $355.9M | 6.9M | ▼−11% Reduced · −891K sh | Q1 2026 | |
| 13 | Allworth Financial LP | $300.3M | 5.9M | ▲+1.3% Added · +76K sh | Q1 2026 | |
| 14 | FRANKLIN RESOURCES INC | $252.0M | 4.9M | ▼−0.3% Reduced · −15K sh | Q1 2026 | |
| 15 | State of New Jersey Common Pension Fund D | $194.9M | 3.8M | ▲New +3.8M sh | Q2 2026 | |
| 16 | LPL Financial LLC | $177.5M | 3.5M | ▲+23% Added · +645K sh | Q1 2026 | |
| 17 | Valmark Advisers, Inc. | $174.7M | 3.4M | ▲+13% Added · +390K sh | Q2 2026 | |
| 18 | SEI INVESTMENTS CO | $172.3M | 3.4M | ▲+5.8% Added · +184K sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $143.7M | 2.8M | ▲+1.8% Added · +49K sh | Q1 2026 | |
| 20 | Asset Management One Co., Ltd. | $141.8M | 2.8M | ▲+17% Added · +397K sh | Q1 2026 | |
| 21 | WELLS FARGO & COMPANY/MN | $99.1M | 1.9M | ▲+4.1% Added · +77K sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $91.8M | 1.8M | ▲+24% Added · +351K sh | Q1 2026 | |
| 23 | Avidian Wealth Enterprises, LLC | $90.1M | 1.8M | ▲+3.9% Added · +65K sh | Q2 2026 | |
| 24 | Bank of New York Mellon Corp | $81.1M | 1.6M | ▲+0.9% Added · +14K sh | Q1 2026 | |
| 25 | Beacon Pointe Advisors, LLC | $77.1M | 1.5M | ▼−1.5% Reduced · −23K 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, 3 funds opened a new position in USIG and 29 added to an existing one, while 14 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 235 funds | $73.8B |
| APPLE INCAAPL | 234 funds | $90.5B |
| NVIDIA CORPNVDA | 233 funds | $110.5B |
| AMAZON.COM INCAMZN | 231 funds | $56.5B |
| ALPHABET INC-CL AGOOGL | 230 funds | $56.4B |
| JPMORGAN CHASE & COJPM | 229 funds | $24.3B |
| META PLATFORMS INC-CLASS AMETA | 228 funds | $28.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 228 funds | $16.0B |
| ALPHABET INC-CL CGOOG | 226 funds | $27.7B |
| ISHARES CORE S&P 500 ETFIVV | 224 funds | $19.7B |
| ELI LILLY & COLLY | 222 funds | $22.9B |
| BROADCOM INCAVGO | 221 funds | $42.4B |
Ranked by how many of USIG's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MUBcs | 1518 funds | $35.3B |
| EFViShares MSCI EAFE Value ETF | 1157 funds | $23.8B |
| EFGcs | 976 funds | $12.2B |
| ITAcs | 939 funds | $6.6B |
| MBBcs | 932 funds | $34.2B |
| IGSBcs | 926 funds | $15.2B |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF USD Class | 888 funds | $20.2B |
| PFFcs | 884 funds | $5.0B |
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 USIG
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/USIG/capital-change-brief"
Use Arkolith's capital_change_brief for USIG. 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 USIG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.