Who owns IVAL
Which tracked institutional funds hold IVAL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IVAL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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 IVAL while 4 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
IVAL’s largest tracked holder by dollar value, Revolve Wealth Partners, LLC, sizes it at 4.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IVAL 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 34 tracked filers holding IVAL, 17 increased or opened the position and 14 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 IVAL 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.
New buyers 2
- JANE STREET GROUP, LLC$1M
- Vise Technologies, Inc.$1M
Full exits 2
- HighTower Advisors, LLC$10M
- One Degree Advisors Inc$4M
Largest adds
- Stokes Family Office, LLC$1M
- Revolve Wealth Partners, LLC$1M
- Empowered Funds, LLC$1M
- Sankala Group LLC$328K
- Savvy Advisors, Inc.$306K
Largest trims
- Empirical Finance, LLC$4M
- ONE PLUS ONE WEALTH MANAGEMENT, LLC$1M
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 |
|---|---|---|---|---|
| Revolve Wealth Partners, LLC added | 1,268,919 | $43M | 37.5% | 2026-Q2 |
| Empowered Funds, LLC added | 218,580 | $7M | 6.5% | 2026-Q2 |
| Empirical Finance, LLC trimmed | 172,106 | $6M | 5.1% | 2026-Q2 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC trimmed | 152,449 | $5M | 4.5% | 2026-Q2 |
| Kathmere Capital Management, LLC added | 143,563 | $5M | 4.2% | 2026-Q2 |
| Savvy Advisors, Inc. added | 131,099 | $4M | 3.9% | 2026-Q2 |
| Royal Harbor Partners, LLC added | 110,812 | $4M | 3.3% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 106,179 | $4M | 3.1% | 2026-Q2 |
| Vestment Financial LLC added | 84,126 | $3M | 2.5% | 2026-Q2 |
| Stokes Family Office, LLC added | 50,762 | $2M | 1.5% | 2026-Q2 |
| Warren Street Wealth Advisors, LLC added | 47,237 | $2M | 1.4% | 2026-Q2 |
| Valley Financial Group, Inc. trimmed | 44,536 | $2M | 1.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 42,101 | $1M | 1.2% | 2026-Q2 |
| Vise Technologies, Inc. new | 40,838 | $1M | 1.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC | 32,750 | $1M | 1.0% | 2026-Q2 |
| BAKER BOYER NATIONAL BANK added | 29,296 | $998K | 0.9% | 2026-Q2 |
| L.K. Benson & Company, P.C. trimmed | 28,262 | $963K | 0.8% | 2026-Q2 |
| Innova Wealth Partners added | 26,139 | $891K | 0.8% | 2026-Q2 |
| Sankala Group LLC added | 23,584 | $862K | 0.7% | 2026-Q2 |
| Well Done, LLC added | 22,492 | $766K | 0.7% | 2026-Q2 |
| XY Planning Network, Inc. trimmed | 16,060 | $547K | 0.5% | 2026-Q2 |
| QUARRY HILL ADVISORS, LLC trimmed | 10,826 | $369K | 0.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 9,707 | $331K | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 9,028 | $308K | 0.3% | 2026-Q2 |
| OLD MISSION CAPITAL LLC new | 8,732 | $297K | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,743 | $93K | 0.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 1,671 | $57K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 1,255 | $43K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 410 | $14K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC | 12 | $412 | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 8 | $273 | 0.0% | 2026-Q2 |
| Kilter Group LLC | 2 | $65 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $22 | 0.0% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC | 1 | $20 | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC added | 304,274 | $10M | 9.0% | 2026-Q1 stale (1 quarter behind) |
| One Degree Advisors Inc added | 118,150 | $4M | 3.5% | 2026-Q1 stale (1 quarter behind) |
| AMERIPRISE FINANCIAL INC trimmed | 10,518 | $357K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| SAX WEALTH ADVISORS, LLC | 6,405 | $201K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | $272 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 63,938 | $2M | 1.7% | 2025-Q4 stale (2 quarters behind) |
| Lifeworks Advisors, LLC trimmed | 6,923 | $218K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ trimmed | 1,668 | $52K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| AE Wealth Management LLC new | 31 | $975 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kathleen S. Wright Associates Inc. | 2,000 | $60K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| MORGAN STANLEY added | 201 | $6K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| GOLDMAN SACHS GROUP INC trimmed | 25,060 | $699K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Vanguard Personalized Indexing Management, LLC new | 16,492 | $460K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| ATTICUS WEALTH MANAGEMENT, LLC new | 1,907 | $53K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| IFP Advisors, Inc | 1,277 | $36K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.