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Who owns IGOVWhat IGOV owns — n/a

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Institutional ownership of IGOV from SEC Form 13F filings across 98 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

98

13F holders

$744.5M

value, 2026 filers

65.4%

of shares outstanding (18.3M sh)

14

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of IGOV's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Itau Unibanco Holding S.A.7.7M$314.2M6.0%27.4%+181.0%
2BlackRock, Inc.2.9M$118.0M0.0%10.3%+2673.5%
3Creative Planning1.8M$74.1M0.0%6.5%+18.1%
4NEUBERGER BERMAN GROUP LLC437,636$18.0M0.0%1.6%-1.6%
5MAI Capital Management380,838$15.6M0.1%1.4%+14776.5%
6RAYMOND JAMES FINANCIAL INC342,394$14.0M0.0%1.2%+11.1%
7WELLS FARGO & COMPANY/MN334,830$13.7M0.0%1.2%-33.5%
8BANK OF AMERICA CORP /DE/293,978$12.1M0.0%1.1%+6.4%
9MACKENZIE FINANCIAL CORP250,449$10.3M0.0%0.9%0.0%
10Aspect Partners, LLC247,288$10.1M3.8%0.9%+23.3%
11ROYAL BANK OF CANADA236,737$9.7M0.0%0.8%-1.2%
12Savant Capital, LLC212,410$8.7M0.0%0.8%+1451.5%
13JONES FINANCIAL COMPANIES LLLP199,190$8.2M0.0%0.7%+24.0%
14LPL Financial LLC177,186$7.3M0.0%0.6%-53.7%
15ENVESTNET ASSET MANAGEMENT INC176,240$7.2M0.0%0.6%+9.0%
16Patriot Financial Group Insurance Agency, LLC164,412$6.7M0.7%0.6%-48.5%
17AE Wealth Management LLC163,454$6.7M0.0%0.6%+42.4%
18Inscription Capital, LLC162,506$6.7M0.6%0.6%-5.5%
19UBS Group AG146,282$6.0M0.0%0.5%-49.3%
20MORGAN STANLEY140,137$5.7M0.0%0.5%+0.2%
21JANE STREET GROUP, LLC124,394$5.1M0.0%0.4%-53.5%
22NORTHERN TRUST CORP120,044$4.9M0.0%0.4%+9.0%
23World Investment Advisors113,837$4.7M0.1%0.4%0.0%
24Fisher Asset Management, LLC112,825$4.6M0.0%0.4%0.0%
25JPMORGAN CHASE & CO109,851$4.5M0.0%0.4%-53.7%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.