Who owns IVES
Which tracked institutional funds hold IVES, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IVES company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-28). 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
22 tracked funds added or opened IVES while 21 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
IVES’s largest tracked holder by dollar value, Thrivent Financial for Lutherans, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IVES 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 120 tracked filers holding IVES, 74 increased or opened the position and 53 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 IVES 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 9
- NEW WAVE WEALTH ADVISORS LLC$8M
- CAPTRUST FINANCIAL ADVISORS$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Quadrature Capital Ltd$913K
- Vienna Asset Management LLC$582K
- Mesirow Financial Investment Management, Inc.$575K
Full exits 7
- Thrivent Financial for Lutherans$78M
- MGB Wealth Management, LLC$2M
- JANE STREET GROUP, LLC$2M
- Concentric Capital Strategies, LP$2M
- Belvedere Trading LLC$1M
- CMC Financial Group$783K
Largest adds
- Willow Financial LLC$4M
- HighTower Advisors, LLC$2M
- STIFEL FINANCIAL CORP$696K
- TITLEIST ASSET MANAGEMENT, LLC$595K
- Apollon Wealth Management, LLC$575K
- UBS Group AG$519K
Largest trims
- First Heartland Consultants, Inc.$8M
- ROYAL BANK OF CANADA$4M
- NewEdge Advisors, LLC$4M
- CITADEL ADVISORS LLC$3M
- TD Waterhouse Canada Inc.$2M
- Cetera Investment 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 |
|---|---|---|---|---|
| WEDBUSH SECURITIES INC added | 916,734 | $26M | 11.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 677,488 | $19M | 8.3% | 2026-Q1 |
| NEW WAVE WEALTH ADVISORS LLC new | 265,168 | $8M | 3.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS new | 260,683 | $7M | 3.2% | 2026-Q1 |
| Willow Financial LLC added | 252,923 | $7M | 3.1% | 2026-Q1 |
| TD Waterhouse Canada Inc. trimmed | 206,741 | $6M | 2.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 185,753 | $5M | 2.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 182,494 | $5M | 2.2% | 2026-Q1 |
| Longitude (Cayman) Ltd. added | 158,000 | $4M | 1.9% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC added | 119,437 | $3M | 1.5% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 102,306 | $3M | 1.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 99,892 | $3M | 1.2% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 78,950 | $2M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 73,296 | $2M | 0.9% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 63,697 | $2M | 0.8% | 2026-Q1 |
| Castle Rock Wealth Management, LLC added | 60,906 | $2M | 0.8% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 58,499 | $2M | 0.7% | 2026-Q1 |
| O'ROURKE & COMPANY, Inc added | 56,756 | $2M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 53,100 | $2M | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 47,039 | $1M | 0.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 46,018 | $1M | 0.6% | 2026-Q1 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV added | 38,593 | $1M | 0.5% | 2026-Q1 |
| Krilogy Financial LLC trimmed | 32,970 | $1M | 0.5% | 2026-Q1 |
| Quadrature Capital Ltd new | 32,184 | $913K | 0.4% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 31,609 | $907K | 0.4% | 2026-Q1 |
| COZAD ASSET MANAGEMENT INC added | 31,657 | $898K | 0.4% | 2026-Q1 |
| BXM Wealth LLC trimmed | 31,580 | $896K | 0.4% | 2026-Q1 |
| Mutual Advisors, LLC added | 31,329 | $889K | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 30,524 | $866K | 0.4% | 2026-Q1 |
| BROWN ADVISORY INC added | 30,184 | $856K | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 29,640 | $841K | 0.4% | 2026-Q1 |
| AE Wealth Management LLC added | 27,654 | $785K | 0.3% | 2026-Q1 |
| Sun Financial Inc added | 20,548 | $760K | 0.3% | 2026-Q1 |
| VERUS CAPITAL PARTNERS, LLC added | 24,500 | $695K | 0.3% | 2026-Q1 |
| Mariner, LLC added | 24,374 | $691K | 0.3% | 2026-Q1 |
| Allworth Financial LP added | 23,639 | $671K | 0.3% | 2026-Q1 |
| WORLD EQUITY GROUP, INC. added | 21,522 | $611K | 0.3% | 2026-Q1 |
| GRIFFIN ASSET MANAGEMENT, INC. trimmed | 21,178 | $601K | 0.3% | 2026-Q1 |
| Vienna Asset Management LLC new | 20,530 | $582K | 0.3% | 2026-Q1 |
| MADDEN SECURITIES Corp trimmed | 20,325 | $577K | 0.2% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. new | 20,272 | $575K | 0.2% | 2026-Q1 |
| Everstar Asset Management, LLC added | 20,033 | $568K | 0.2% | 2026-Q1 |
| UBS Group AG added | 20,006 | $568K | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 19,765 | $561K | 0.2% | 2026-Q1 |
| VestGen Advisors, LLC trimmed | 14,622 | $526K | 0.2% | 2026-Q1 |
| HB Wealth Management, LLC new | 18,181 | $516K | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 17,780 | $504K | 0.2% | 2026-Q1 |
| Estate Planners Group, LLC added | 17,755 | $504K | 0.2% | 2026-Q1 |
| MARINO, STRAM & ASSOCIATES LLC added | 15,313 | $434K | 0.2% | 2026-Q1 |
| Lido Advisors, LLC added | 14,668 | $416K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 14,379 | $408K | 0.2% | 2026-Q1 |
| Sigma Planning Corp added | 13,679 | $388K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 13,294 | $377K | 0.2% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 12,837 | $364K | 0.2% | 2026-Q1 |
| Tripletail Wealth Management, LLC added | 12,580 | $362K | 0.2% | 2026-Q1 |
| Box Hill Private Wealth LLC added | 12,700 | $360K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 12,520 | $355K | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 12,237 | $347K | 0.1% | 2026-Q1 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 11,500 | $326K | 0.1% | 2026-Q1 |
| HBK Sorce Advisory LLC added | 8,830 | $321K | 0.1% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 11,261 | $319K | 0.1% | 2026-Q1 |
| Focus Partners Wealth new | 10,670 | $303K | 0.1% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 10,163 | $288K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 10,009 | $284K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 10,000 | $284K | 0.1% | 2026-Q1 |
| Evolution Wealth Advisors, LLC trimmed | 9,375 | $266K | 0.1% | 2026-Q1 |
| Institute for Wealth Management, LLC. added | 8,703 | $247K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 8,000 | $227K | 0.1% | 2026-Q1 |
| CV Advisors LLC | 7,982 | $226K | 0.1% | 2026-Q1 |
| Kellett Wealth Advisors, LLC trimmed | 7,880 | $224K | 0.1% | 2026-Q1 |
| Runnymede Capital Advisors, Inc. trimmed | 7,505 | $213K | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ new | 7,394 | $210K | 0.1% | 2026-Q1 |
| Seelaus Asset Management LLC added | 7,365 | $209K | 0.1% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 7,073 | $201K | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 6,183 | $177K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 136,159 | $136K | 0.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 4,067 | $115K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 3,955 | $112K | 0.0% | 2026-Q1 |
| Thrivent Financial for Lutherans new | 2,471,633 | $78M | 33.5% | 2025-Q4 stale |
| MGB Wealth Management, LLC added | 77,230 | $2M | 1.0% | 2025-Q4 stale |
| JANE STREET GROUP, LLC new | 64,315 | $2M | 0.9% | 2025-Q4 stale |
| Concentric Capital Strategies, LP trimmed | 60,542 | $2M | 0.8% | 2025-Q4 stale |
| Bramshill Investments, LLC new | 41,000 | $1M | 0.5% | 2025-Q2 stale |
| Belvedere Trading LLC trimmed | 32,825 | $1M | 0.4% | 2025-Q4 stale |
| Per Stirling Capital Management, LLC. new | 26,360 | $847K | 0.4% | 2025-Q3 stale |
| CMC Financial Group added | 24,769 | $783K | 0.3% | 2025-Q4 stale |
| Garden State Investment Advisory Services LLC new | 21,714 | $589K | 0.3% | 2025-Q2 stale |
| DAVENPORT & Co LLC added | 18,525 | $586K | 0.3% | 2025-Q4 stale |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new | 14,040 | $444K | 0.2% | 2025-Q4 stale |
| DAYMARK WEALTH PARTNERS, LLC new | 9,037 | $286K | 0.1% | 2025-Q4 stale |
| BARCLAYS PLC new | 8,000 | $257K | 0.1% | 2025-Q3 stale |
| Jaffetilchin Investment Partners, LLC new | 7,914 | $250K | 0.1% | 2025-Q4 stale |
| PRIMORIS WEALTH ADVISORS, LLC | 7,500 | $237K | 0.1% | 2025-Q4 stale |
| Wealth Management Associates, Inc. new | 7,150 | $226K | 0.1% | 2025-Q4 stale |
| Curran Financial Partners, LLC new | 6,872 | $217K | 0.1% | 2025-Q4 stale |
| IAM Advisory, LLC added | 6,456 | $204K | 0.1% | 2025-Q4 stale |
| Valmark Advisers, Inc. | 6,419 | $203K | 0.1% | 2025-Q4 stale |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 6,333 | $202K | 0.1% | 2025-Q4 stale |
| True Wealth Design, LLC new | 6,166 | $195K | 0.1% | 2025-Q4 stale |
| Cascades Capital Asset Management, LLC new | 3,910 | $124K | 0.1% | 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.