IUSV · Insider trading · 13F holders · Congress trades
Iusv (IUSV)
Who is buying and selling IUSV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 158
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
IUSV at a glance
- No open-market insider purchases or sales of IUSV were filed in the last 90 days.
- 158 13F filers hold IUSV among their 50 largest positions, worth $17.0B combined. The biggest bets by portfolio weight are Southern Capital Advisors, LLC (14.8%), Tanglewood Legacy Advisors, LLC (13.6%) and Salus Financial Advisors, LLC (13.2%). In their latest 13Fs, 0 managers opened a new position and 24 added to one.
- Members of Congress have disclosed 1 IUSV trade since 2017, 1 purchase and 0 sales in the past year; the latest was Hakeem S. Jeffries (D-NY), buying $1K–15K on Aug 15, 2017.
- IUSV last closed at $115.96 on Oct 30, 2026.
IUSV insider trading
No open-market insider purchases or sales of IUSV were filed in the last 90 days.
Who owns IUSV? Hedge funds and superinvestors
158 13F filers hold IUSV among their 50 largest positions, worth $17.0B combined. The biggest bets by portfolio weight are Southern Capital Advisors, LLC (14.8%), Tanglewood Legacy Advisors, LLC (13.6%) and Salus Financial Advisors, LLC (13.2%). In their latest 13Fs, 0 managers opened a new position and 24 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Bank of America Corp /de/Bank & trust | 0.6% | $9.6B | 87,142,505 | +4.5% shares | Q2 2026 |
| LPL Financial LLCWealth manager | 0.4% | $1.9B | 17,438,274 | +1.2% shares | Q2 2026 |
| Jones Financial Companies LllpBroker-dealer | 0.4% | $889.9M | 8,102,785 | +5.9% shares | Q2 2026 |
| Signaturefd, LLCWealth manager | 7.2% | $559.8M | 5,075,823 | +4.2% shares | Q3 2026 |
| Kestra Investment Management, LLCInstitutional asset manager | 9.5% | $491.7M | 4,464,120 | +14.7% shares | Q2 2026 |
| Blue Trust, Inc.Investment manager | 4.9% | $463.9M | 4,206,809 | -0.7% shares | Q3 2026 |
| Aspiriant, LLCWealth manager | 10.2% | $416.0M | 3,771,780 | +2.3% shares | Q3 2026 |
| Merit Financial Group, LLCWealth manager | 2.0% | $327.9M | 2,976,786 | +6.7% shares | Q2 2026 |
| Benjamin Edwards IncInvestment manager | 1.4% | $153.4M | 1,392,296 | +6.0% shares | Q2 2026 |
| Modera Wealth Management, LLCWealth manager | 1.4% | $132.3M | 1,199,316 | +0.5% shares | Q3 2026 |
| Foster Group, Inc.Wealth manager | 3.4% | $125.1M | 1,133,978 | +0.2% shares | Q3 2026 |
| Auto-Owners Insurance CoInsurance company | 3.0% | $95.6M | 864,000 | +0.0% shares | Q3 2026 |
| Canandaigua National Bank & Trust CoBank & trust | 7.7% | $89.2M | 808,409 | -0.0% shares | Q3 2026 |
| Canandaigua National CorpBank & trust | 7.4% | $82.9M | 810,696 | — | Q1 2026 |
| McGlone Suttner Wealth Management, Inc.Wealth manager | 8.6% | $74.2M | 673,208 | +1.3% shares | Q3 2026 |
| Principal Securities, Inc.Wealth manager | 0.9% | $73.9M | 671,256 | -4.4% shares | Q2 2026 |
| Kintra Wealth, LLCWealth manager | 3.6% | $68.3M | 591,891 | +33.6% shares | Q2 2026 |
| Curi Capital, LLCWealth manager | 1.0% | $63.1M | 573,084 | +27.5% shares | Q2 2026 |
| Flagship Harbor Advisors, LLCWealth manager | 1.9% | $50.3M | 455,717 | +6.1% shares | Q3 2026 |
| Nadler Financial Group, Inc.Wealth manager | 4.0% | $47.7M | 432,839 | -2.4% shares | Q3 2026 |
| Howe & Rusling IncWealth manager | 2.7% | $45.9M | 416,948 | +16.2% shares | Q2 2026 |
| Tanglewood Legacy Advisors, LLCWealth manager | 13.6% | $42.2M | 383,487 | +0.5% shares | Q2 2026 |
| Atlantic Union Bankshares CorpBank & trust | 0.7% | $41.3M | 375,135 | +2.1% shares | Q2 2026 |
| Veracity Capital LLCWealth manager | 11.1% | $41.2M | 374,015 | +1.5% shares | Q3 2026 |
| Hantz Financial Services, Inc.Wealth manager | 0.5% | $39.0M | 354,360 | -1.1% shares | Q2 2026 |
| PCA Investment Advisory Services Inc.Institutional asset manager | 10.4% | $38.2M | 346,839 | +4.8% shares | Q3 2026 |
| Southern Capital Advisors, LLCWealth manager | 14.8% | $37.1M | 336,547 | +8.1% shares | Q3 2026 |
| Townsend & Associates, IncWealth manager | 3.0% | $36.1M | 317,146 | +0.3% shares | Q3 2026 |
| Madison Wealth Partners, IncWealth manager | 4.5% | $35.2M | 319,929 | +2.5% shares | Q2 2026 |
| DDFG, IncWealth manager | 6.8% | $34.3M | 310,953 | +3.5% shares | Q3 2026 |
The 30 largest of 158 positions, by value. Each manager counts with its latest 13F (Q3 2026: 75, Q2 2026: 80, Q1 2026: 3). Screen IUSV in the grand portfolio →
IUSV stock trades by members of Congress
Members of Congress have disclosed 1 IUSV trade since 2017, 1 purchase and 0 sales in the past year; the latest was Hakeem S. Jeffries (D-NY), buying $1K–15K on Aug 15, 2017.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Sep 5, 2017 | Hakeem S. JeffriesD-NY · House | Buy | $1K–15K | Aug 15, 2017 | +126.5% |
IUSV questions and answers
Are insiders buying IUSV stock?
No open-market insider purchases or sales of IUSV were filed in the last 90 days.
Which hedge funds own IUSV?
158 13F filers hold IUSV among their 50 largest positions, worth $17.0B combined. The biggest bets by portfolio weight are Southern Capital Advisors, LLC (14.8%), Tanglewood Legacy Advisors, LLC (13.6%) and Salus Financial Advisors, LLC (13.2%). In their latest 13Fs, 0 managers opened a new position and 24 added to one.
Has Congress traded IUSV?
Members of Congress have disclosed 1 IUSV trade since 2017, 1 purchase and 0 sales in the past year; the latest was Hakeem S. Jeffries (D-NY), buying $1K–15K on Aug 15, 2017.
Who is the largest holder of IUSV?
Among 13F filers, Bank of America Corp /de/ reports the largest IUSV position, $9.6B (87,142,505 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Southern Capital Advisors, LLC's: 14.8% of its portfolio.
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