Who owns IVE
Which tracked institutional funds hold IVE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IVE company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
The tracked-fund tape on IVE is one-sided between 2026-Q1 and 2026-Q2: 7 added or opened and 1107 trimmed or exited — on balance reducing.
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
IVE’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 1.6% of its own reported 13F book, while the median holder sizes it at 0.7% of theirs — a 0.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IVE 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 1687 tracked filers holding IVE, 693 increased or opened the position and 747 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 IVE 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 4
- RENAISSANCE TECHNOLOGIES LLC$6M
- CITADEL ADVISORS LLC$5M
- D. E. Shaw & Co., Inc.$5M
- TUDOR INVESTMENT CORP ET AL$937K
Full exits 1105
- ENVESTNET ASSET MANAGEMENT INC$5.9B
- JPMORGAN CHASE & CO$3.6B
- MORGAN STANLEY$3.2B
- LPL Financial LLC$2.2B
- BANK OF AMERICA CORP /DE/$2.0B
- WELLS FARGO & COMPANY/MN$1.3B
Largest adds
- FMR LLC$13M
- Point72 Asset Management, L.P.$6M
- AQR CAPITAL MANAGEMENT LLC$3M
Largest trims
- BlackRock, Inc.$51M
- DAVIS SELECTED ADVISERS$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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC trimmed | 27,729,455 | $5.9B | 17.7% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 17,182,077 | $3.6B | 10.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 14,923,957 | $3.2B | 9.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 10,505,241 | $2.2B | 6.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 9,457,775 | $2.0B | 6.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 6,213,297 | $1.3B | 4.0% | 2026-Q1 |
| UBS Group AG added | 3,643,501 | $769M | 2.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 3,295,130 | $696M | 2.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 3,261,014 | $689M | 2.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 3,009,200 | $638M | 1.9% | 2026-Q1 |
| CWM, LLC trimmed | 2,566,919 | $542M | 1.6% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 2,271,013 | $480M | 1.5% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 2,199,311 | $464M | 1.4% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,020,568 | $459M | 1.4% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 2,148,592 | $454M | 1.4% | 2026-Q1 |
| Lido Advisors, LLC added | 1,944,079 | $410M | 1.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 1,721,079 | $363M | 1.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,620,965 | $342M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,416,069 | $299M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,396,602 | $295M | 0.9% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 1,349,230 | $285M | 0.9% | 2026-Q1 |
| Focus Partners Wealth added | 1,229,165 | $260M | 0.8% | 2026-Q1 |
| Cassaday & Co Wealth Management LLC added | 1,197,963 | $253M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,138,151 | $240M | 0.7% | 2026-Q1 |
| Mariner, LLC trimmed | 1,126,708 | $238M | 0.7% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 1,111,650 | $235M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,039,283 | $219M | 0.7% | 2026-Q1 |
| MAI Capital Management trimmed | 1,007,806 | $213M | 0.6% | 2026-Q1 |
| SOFI WEALTH, LLC added | 979,965 | $207M | 0.6% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 965,589 | $204M | 0.6% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 902,104 | $190M | 0.6% | 2026-Q1 |
| FMR LLC added | 818,023 | $186M | 0.6% | 2026-Q2 |
| JB Capital LLC trimmed | 808,494 | $171M | 0.5% | 2026-Q1 |
| M&T Bank Corp added | 786,105 | $166M | 0.5% | 2026-Q1 |
| Rehmann Capital Advisory Group added | 716,711 | $151M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 686,613 | $145M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 663,680 | $140M | 0.4% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 660,573 | $140M | 0.4% | 2026-Q1 |
| Calamos Advisors LLC added | 619,118 | $131M | 0.4% | 2026-Q1 |
| Calamos Wealth Management LLC added | 596,353 | $126M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 585,731 | $122M | 0.4% | 2026-Q1 |
| LVZ, Inc. trimmed | 572,662 | $121M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 559,319 | $118M | 0.4% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 557,426 | $118M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 540,233 | $114M | 0.3% | 2026-Q1 |
| Kestra Investment Management, LLC added | 520,387 | $110M | 0.3% | 2026-Q1 |
| Cerity Partners LLC added | 517,501 | $109M | 0.3% | 2026-Q1 |
| Advocacy Wealth Management, LLC trimmed | 510,593 | $108M | 0.3% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 439,034 | $93M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 426,428 | $90M | 0.3% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed | 418,113 | $88M | 0.3% | 2026-Q1 |
| Ascent Group, LLC trimmed | 398,536 | $84M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 386,520 | $82M | 0.2% | 2026-Q1 |
| HOME FEDERAL BANK OF TENNESSEE trimmed | 385,302 | $81M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 371,946 | $79M | 0.2% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 370,632 | $78M | 0.2% | 2026-Q1 |
| Betterment LLC trimmed | 357,479 | $75M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 334,922 | $70M | 0.2% | 2026-Q1 |
| LPWM LLC added | 331,900 | $70M | 0.2% | 2026-Q1 |
| Atria Investments, Inc trimmed | 309,598 | $65M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 302,973 | $64M | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 298,049 | $63M | 0.2% | 2026-Q1 |
| Probity Advisors, Inc. added | 297,151 | $63M | 0.2% | 2026-Q1 |
| COURIER CAPITAL LLC added | 295,197 | $62M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 292,133 | $62M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 288,317 | $61M | 0.2% | 2026-Q1 |
| Icon Wealth Advisors, LLC trimmed | 275,383 | $61M | 0.2% | 2026-Q1 |
| Modern Wealth Management, LLC added | 286,370 | $61M | 0.2% | 2026-Q1 |
| Valmark Advisers, Inc. trimmed | 283,312 | $60M | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 282,613 | $60M | 0.2% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 277,079 | $59M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 275,581 | $58M | 0.2% | 2026-Q1 |
| AMARILLO NATIONAL BANK added | 265,494 | $56M | 0.2% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 260,257 | $55M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 255,631 | $54M | 0.2% | 2026-Q1 |
| EVOKE WEALTH, LLC added | 247,726 | $52M | 0.2% | 2026-Q1 |
| West Wealth Group, LLC added | 245,287 | $52M | 0.2% | 2026-Q1 |
| Strategic Point Investment Advisors, LLC added | 245,027 | $52M | 0.2% | 2026-Q1 |
| REGIONS FINANCIAL CORP added | 239,759 | $51M | 0.2% | 2026-Q1 |
| World Investment Advisors trimmed | 238,627 | $50M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 230,583 | $49M | 0.1% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 227,910 | $48M | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 217,708 | $46M | 0.1% | 2026-Q1 |
| Baker Avenue Asset Management, LP added | 217,688 | $46M | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 217,259 | $46M | 0.1% | 2026-Q1 |
| GREENUP STREET WEALTH MANAGEMENT LLC added | 209,290 | $44M | 0.1% | 2026-Q1 |
| CX Institutional trimmed | 208,906 | $44M | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 200,292 | $42M | 0.1% | 2026-Q1 |
| &PARTNERS added | 200,145 | $42M | 0.1% | 2026-Q1 |
| SMITH, MOORE & CO. trimmed | 198,903 | $42M | 0.1% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 196,475 | $41M | 0.1% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. added | 194,332 | $41M | 0.1% | 2026-Q1 |
| North Star Investment Management Corp. added | 193,952 | $41M | 0.1% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 193,455 | $41M | 0.1% | 2026-Q1 |
| Sharkey, Howes & Javer trimmed | 187,653 | $40M | 0.1% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 187,139 | $40M | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 915,221 | $194M | 0.6% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 560,577 | $110M | 0.3% | 2025-Q2 stale |
| COMERICA BANK trimmed | 341,229 | $72M | 0.2% | 2025-Q4 stale |
| Austin Private Wealth, LLC added | 329,691 | $70M | 0.2% | 2025-Q4 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.