IUSB Institutional Ownership
Who owns IUSB and what the big funds did with it last quarter, from every SEC 13F filing. 860 funds reported holding IUSB at Jun 30, 2026.
- ▲564 buying vs 238 selling
- ▲Shares held by funds +17.6%
- ▲Funds holding +15
- ●Superinvestors: 1 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 860 | 845 | +1.8% |
| In funds' top 10 | 105 | 109 | −3.7% |
| 13F shares | 904M | 769M | +17.6% |
| Held by funds | – | – | – |
| New positions | 73 | 67 | +9.0% |
| Increased | 491 | 459 | +7.0% |
| Reduced | 178 | 209 | −14.8% |
| Sold out | 60 | 60 | 0.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in IUSB
All superinvestors →
Who owns IUSB
share of fund held shares- Index and passive funds9.1%
- Active managers and hedge funds56.1%
- Banks and brokers34.0%
- Pensions, insurers and other0.7%
The top 10 holders own 64.9% of all IUSB shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
716 funds changed their position- LPL Financial LLCAdded+15.2M sh
- Jones Financial Companies LllpAdded+7.7M sh
- Jpmorgan Chase & CoAdded+5.1M sh
- Bank of New York Mellon CorpAdded+4.1M sh
- Park Avenue Securities LLCAdded+2.8M sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | – | 180M | $8.3B | +46.9M |
| 2 | Jones Financial Companies Lllp | – | 87.5M | $4.1B | +7.9M |
| 3 | BlackRock, Inc. | – | 82M | $3.8B | +11.3M |
| 4 | LPL Financial LLC | – | 62.2M | $2.9B | +14.9M |
| 5 | Wells Fargo & Company/mn | – | 50.5M | $2.3B | +901K |
| 6 | Northwestern Mutual Wealth Management Co | – | 33.4M | $1.5B | +3.1M |
| 7 | Morgan Stanley | – | 31M | $1.4B | +5.1M |
| 8 | Jpmorgan Chase & Co | – | 22.6M | $1B | +4.7M |
| 9 | Mariner, LLC | – | 20.7M | $957M | +1.8M |
| 10 | Envestnet Portfolio Solutions, Inc. | – | 16.9M | $782M | +4.4M |
- Envestnet Asset Management Inc+46.9M sh+$2.2B
- LPL Financial LLC+14.9M sh+$687M
- BlackRock, Inc.+11.3M sh+$520M
- Jones Financial Companies Lllp+7.9M sh+$367M
- Morgan Stanley+5.1M sh+$233M
- Jpmorgan Chase & Co+4.7M sh+$219M
- Envestnet Portfolio Solutions, Inc.+4.4M sh+$203M
- Mml Investors Services, LLC+4.1M sh+$191M
- Gallagher Fiduciary Advisors, LLC−3.3M sh−$152M
- Kestra Investment Management, LLC−2.3M sh−$107M
- J. Mark Nickell & Co.−512K sh−$23.6M
- Allworth Financial LP−431K sh−$19.9M
- Citadel Advisors LLC−294K sh−$13.6M
- Ascentis Independent Advisors−285K sh−$13.2M
- Ashton Thomas Securities, LLC−263K sh−$12.1M
- &partners−224K sh−$10.3M
IUSB institutional ownership FAQ
Who owns the most IUSB stock?
In Q2 2026 13F filings the largest holder of IUSB was Envestnet Asset Management Inc, followed by Jones Financial Companies Lllp and BlackRock, Inc.. Index fund managers are usually the biggest holders of large companies.
What percentage of IUSB is owned by institutions?
860 funds reported holding 904M IUSB shares at Jun 30, 2026.
Are hedge funds buying IUSB?
In Q2 2026, 564 funds bought IUSB (73 of them new positions) and 238 sold (60 sold out completely). Among well known investors, 1 added and 1 cut. Our fund sentiment for IUSB is bullish.
What is IUSB's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this IUSB ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.