Who owns IVAL (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-Q1 13F filings. 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
The tracked-fund tape on IVAL is one-sided between 2025-Q4 and 2026-Q1: 11 added or opened and 3 trimmed or exited — on balance accumulating.
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 5.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.5pp 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 2025-Q4 and 2026-Q1, across 36 tracked filers holding IVAL, 21 increased or opened the position and 13 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 2025-Q4 and 2026-Q1 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 4
- Empirical Finance, LLC$10M
- Savvy Advisors, Inc.$4M
- Royal Harbor Partners, LLC$4M
- Innova Wealth Partners$650K
Full exits 2
- FLOW TRADERS U.S. LLC$2M
- JANE STREET GROUP, LLC$638K
Largest adds
- Empowered Funds, LLC$6M
- ONE PLUS ONE WEALTH MANAGEMENT, LLC$1M
- HighTower Advisors, LLC$817K
- Vestment Financial LLC$394K
- Stratos Wealth Advisors, LLC$374K
- One Degree Advisors Inc$374K
Largest trims
- Revolve Wealth Partners, LLC$2M
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 trimmed | 1,242,115 | $42M | 34.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 304,274 | $10M | 8.4% | 2026-Q1 |
| Empirical Finance, LLC trimmed | 294,873 | $10M | 8.1% | 2026-Q1 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC added | 195,357 | $7M | 5.4% | 2026-Q1 |
| Empowered Funds, LLC added | 189,662 | $6M | 5.2% | 2026-Q1 |
| Kathmere Capital Management, LLC added | 139,272 | $5M | 3.8% | 2026-Q1 |
| Savvy Advisors, Inc. new | 122,506 | $4M | 3.4% | 2026-Q1 |
| One Degree Advisors Inc added | 118,150 | $4M | 3.3% | 2026-Q1 |
| Royal Harbor Partners, LLC new | 110,687 | $4M | 3.1% | 2026-Q1 |
| Stratos Wealth Advisors, LLC added | 102,848 | $3M | 2.8% | 2026-Q1 |
| Vestment Financial LLC added | 81,971 | $3M | 2.4% | 2026-Q1 |
| Warren Street Wealth Advisors, LLC added | 45,510 | $2M | 1.3% | 2026-Q1 |
| Valley Financial Group, Inc. trimmed | 44,872 | $2M | 1.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC | 32,750 | $1M | 0.9% | 2026-Q1 |
| L.K. Benson & Company, P.C. added | 30,027 | $1M | 0.8% | 2026-Q1 |
| BAKER BOYER NATIONAL BANK trimmed | 29,069 | $987K | 0.8% | 2026-Q1 |
| Well Done, LLC added | 22,243 | $755K | 0.6% | 2026-Q1 |
| Innova Wealth Partners new | 19,143 | $650K | 0.5% | 2026-Q1 |
| XY Planning Network, Inc. trimmed | 18,169 | $628K | 0.5% | 2026-Q1 |
| Sankala Group LLC added | 15,995 | $533K | 0.4% | 2026-Q1 |
| Stokes Family Office, LLC added | 11,887 | $404K | 0.3% | 2026-Q1 |
| QUARRY HILL ADVISORS, LLC trimmed | 10,845 | $386K | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 10,518 | $357K | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 9,883 | $336K | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 9,419 | $320K | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 8,393 | $285K | 0.2% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 6,405 | $201K | 0.2% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1,688 | $57K | 0.0% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec | 1,671 | $57K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 410 | $14K | 0.0% | 2026-Q1 |
| VANGUARD ADVISERS INC new | 12 | $411 | 0.0% | 2026-Q1 |
| Aptus Capital Advisors, LLC | 8 | $272 | 0.0% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | $272 | 0.0% | 2026-Q1 |
| Kilter Group LLC trimmed | 2 | $65 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1 | $32 | 0.0% | 2026-Q1 |
| MANNING & NAPIER ADVISORS LLC | 1 | $19 | 0.0% | 2026-Q1 |
| GTS SECURITIES LLC new | 300,029 | $8M | 6.2% | 2025-Q1 stale |
| FLOW TRADERS U.S. LLC added | 63,938 | $2M | 1.6% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC added | 43,457 | $1M | 0.9% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC trimmed | 25,060 | $699K | 0.6% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 20,277 | $638K | 0.5% | 2025-Q4 stale |
| Vanguard Personalized Indexing Management, LLC added | 16,492 | $460K | 0.4% | 2025-Q2 stale |
| Ethos Financial Group, LLC | 13,610 | $327K | 0.3% | 2025-Q1 stale |
| Lifeworks Advisors, LLC trimmed | 6,923 | $218K | 0.2% | 2025-Q4 stale |
| Kathleen S. Wright Associates Inc. | 2,000 | $60K | 0.0% | 2025-Q3 stale |
| ATTICUS WEALTH MANAGEMENT, LLC new | 1,907 | $53K | 0.0% | 2025-Q2 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 1,668 | $52K | 0.0% | 2025-Q4 stale |
| IFP Advisors, Inc | 1,277 | $36K | 0.0% | 2025-Q2 stale |
| Deane Retirement Strategies, Inc. added | 368 | $9K | 0.0% | 2025-Q1 stale |
| MORGAN STANLEY added | 201 | $6K | 0.0% | 2025-Q3 stale |
| AE Wealth Management LLC trimmed | 31 | $975 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.