Who owns INVZ
Which tracked institutional funds hold INVZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See INVZ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
7 tracked funds added or opened INVZ while 7 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
INVZ’s largest tracked holder by dollar value, Aquamarine Financial (Cayman) Ltd, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in INVZ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 90 tracked filers holding INVZ, 32 increased or opened the position and 44 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in INVZ between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 3
- Polar Asset Management Partners Inc.$1M
- Migdal Insurance & Financial Holdings Ltd.$881K
- Mitsubishi UFJ Asset Management Co., Ltd.$776K
Largest adds
- Aquamarine Financial (Cayman) Ltd$1M
- HITE Hedge Asset Management LLC$1M
- RENAISSANCE TECHNOLOGIES LLC$968K
- NEUBERGER BERMAN GROUP LLC$650K
- UBS Group AG$618K
- Phoenix Financial Ltd.$435K
Largest trims
- STATE STREET CORP$1M
- Qube Research & Technologies Ltd$958K
- TWO SIGMA INVESTMENTS, LP$620K
- CITADEL ADVISORS LLC$473K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Aquamarine Financial (Cayman) Ltd added | 5,828,949 | $4M | 13.8% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 4,377,934 | $3M | 10.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 3,828,518 | $3M | 9.1% | 2026-Q2 |
| UBS Group AG added | 3,626,095 | $3M | 8.6% | 2026-Q2 |
| HITE Hedge Asset Management LLC added | 3,522,880 | $3M | 8.3% | 2026-Q2 |
| Phoenix Financial Ltd. | 3,380,238 | $3M | 8.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 1,226,214 | $933K | 2.9% | 2026-Q2 |
| STATE STREET CORP trimmed | 1,079,112 | $821K | 2.6% | 2026-Q2 |
| XTX Topco Ltd trimmed | 538,722 | $410K | 1.3% | 2026-Q2 |
| SONA ASSET MANAGEMENT (US) LLC trimmed | 496,550 | $378K | 1.2% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 442,946 | $337K | 1.0% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 419,195 | $319K | 1.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 362,672 | $276K | 0.9% | 2026-Q2 |
| Cresset Asset Management, LLC | 218,007 | $166K | 0.5% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 205,501 | $156K | 0.5% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 200,140 | $152K | 0.5% | 2026-Q2 |
| Arax Advisory Partners added | 186,862 | $142K | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 175,600 | $134K | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 153,304 | $117K | 0.4% | 2026-Q2 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 150,000 | $114K | 0.4% | 2026-Q2 |
| Koshinski Asset Management, Inc. | 150,000 | $114K | 0.4% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 147,680 | $112K | 0.3% | 2026-Q2 |
| Invesco Ltd. added | 137,915 | $105K | 0.3% | 2026-Q2 |
| Greystone Financial Group, LLC new | 100,000 | $76K | 0.2% | 2026-Q2 |
| Scientech Research LLC added | 82,375 | $63K | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 78,731 | $45K | 0.1% | 2026-Q2 |
| WMG Financial Advisors, LLC added | 57,850 | $44K | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP added | 52,112 | $40K | 0.1% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 52,000 | $40K | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. | 52,000 | $40K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 50,410 | $38K | 0.1% | 2026-Q2 |
| O'ROURKE & COMPANY, Inc added | 50,105 | $38K | 0.1% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC added | 49,525 | $38K | 0.1% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC trimmed | 42,910 | $33K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 40,094 | $31K | 0.1% | 2026-Q2 |
| SORA INVESTORS LLC added | 39,551 | $30K | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 38,599 | $29K | 0.1% | 2026-Q2 |
| Forefront Wealth Partners, LLC | 34,243 | $26K | 0.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC | 30,000 | $23K | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 25,516 | $19K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC | 25,000 | $19K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 24,953 | $19K | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 23,820 | $18K | 0.1% | 2026-Q2 |
| Lauterbach Financial Advisors, LLC | 22,270 | $17K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 20,329 | $15K | 0.0% | 2026-Q2 |
| Lido Advisors, LLC | 16,905 | $13K | 0.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 16,085 | $12K | 0.0% | 2026-Q2 |
| Verition Fund Management LLC added | 15,000 | $11K | 0.0% | 2026-Q2 |
| CARDIFF PARK ADVISORS, LLC | 15,000 | $11K | 0.0% | 2026-Q2 |
| Insight Advisors, LLC/ PA | 14,969 | $11K | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 14,723 | $11K | 0.0% | 2026-Q2 |
| McGuire Investment Group, LLC new | 13,159 | $10K | 0.0% | 2026-Q2 |
| R Squared Ltd new | 12,568 | $10K | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 12,526 | $10K | 0.0% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 12,494 | $10K | 0.0% | 2026-Q2 |
| Main Street Financial Solutions, LLC | 12,000 | $9K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 11,189 | $9K | 0.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 10,400 | $8K | 0.0% | 2026-Q2 |
| Cooper Capital Advisors LLC | 10,000 | $8K | 0.0% | 2026-Q2 |
| Bluespring Wealth Management, LLC new | 10,000 | $8K | 0.0% | 2026-Q2 |
| Westshore Wealth, LLC | 10,000 | $8K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 8,000 | $6K | 0.0% | 2026-Q2 |
| Point Nemo Capital, LLC new | 7,969 | $6K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 7,000 | $5K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 6,034 | $5K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 6,015 | $5K | 0.0% | 2026-Q2 |
| Hurley Capital, LLC | 5,699 | $4K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 5,254 | $4K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 4,275 | $3K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 4,111 | $3K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 3,860 | $3K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 3,000 | $2K | 0.0% | 2026-Q2 |
| Magma Venture Partners General Partner Ltd. | 2,668 | $2K | 0.0% | 2026-Q2 |
| Spire Wealth Management trimmed | 2,003 | $2K | 0.0% | 2026-Q2 |
| Kozak & Associates, Inc. | 1,499 | $1K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 800 | $1K | 0.0% | 2026-Q2 |
| Aventura Private Wealth, LLC | 1,200 | $913 | 0.0% | 2026-Q2 |
| SHP Wealth Management | 1,000 | $761 | 0.0% | 2026-Q2 |
| Activest Wealth Management | 1,000 | $761 | 0.0% | 2026-Q2 |
| Dogwood Wealth Management LLC | 475 | $362 | 0.0% | 2026-Q2 |
| Marshall & Sterling Wealth Advisors Inc. | 400 | $304 | 0.0% | 2026-Q2 |
| VISION FINANCIAL MARKETS LLC | 350 | $266 | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. | 300 | $228 | 0.0% | 2026-Q2 |
| Tradewinds Capital Management, LLC | 200 | $153 | 0.0% | 2026-Q2 |
| Investors Research Corp | 200 | $152 | 0.0% | 2026-Q2 |
| BARCLAYS PLC | 67 | $51 | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 32 | $21 | 0.0% | 2026-Q2 |
| Larson Financial Group LLC | 12 | $9 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd trimmed | 1 | $1 | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. | 1 | $1 | 0.0% | 2026-Q2 |
| Polar Asset Management Partners Inc. | 1,655,969 | $1M | 3.3% | 2026-Q1 stale (1 quarter behind) |
| Migdal Insurance & Financial Holdings Ltd. trimmed | 1,392,740 | $881K | 2.7% | 2026-Q1 stale (1 quarter behind) |
| Mitsubishi UFJ Asset Management Co., Ltd. trimmed | 1,227,581 | $776K | 2.4% | 2026-Q1 stale (1 quarter behind) |
| BNP PARIBAS FINANCIAL MARKETS added | 1,220,591 | $1M | 3.2% | 2025-Q4 stale (2 quarters behind) |
| Harel Insurance Investments & Financial Services Ltd. | 667,260 | $569K | 1.8% | 2025-Q4 stale (2 quarters behind) |
| MYDA Advisors LLC new | 360,000 | $734K | 2.3% | 2025-Q3 stale (3 quarters behind) |
| Quadrature Capital Ltd added | 199,530 | $408K | 1.3% | 2025-Q3 stale (3 quarters behind) |
| Interval Partners, LP trimmed | 833,919 | $1M | 4.2% | 2025-Q2 stale (4 quarters behind) |
| SkyView Investment Advisors, LLC | 360,000 | $590K | 1.8% | 2025-Q2 stale (4 quarters behind) |
| TORONTO DOMINION BANK trimmed | 3,794,543 | $398K | 1.2% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.