Who owns IVLU (IVLU)
Which tracked institutional funds hold IVLU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IVLU 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 IVLU is one-sided between 2025-Q4 and 2026-Q1: 92 added or opened and 31 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
IVLU’s largest tracked holder by dollar value, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.3% 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 IVLU 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 370 tracked filers holding IVLU, 184 increased or opened the position and 127 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 IVLU 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 16
- Baer Investment Advisory LLC$25M
- Pioneer Family Office, LLC$12M
- FLOW TRADERS U.S. LLC$12M
- RIVERSEDGE ADVISORS, LLC$6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$5M
- MONEY CONCEPTS CAPITAL CORP$4M
Full exits 11
- CoreFirst Bank & Trust$7M
- NewEdge Advisors, LLC$6M
- COMMONS CAPITAL, LLC$4M
- Synergy Asset Management, LLC$2M
- Stratos Wealth Partners, LTD.$2M
- Quadrature Capital Ltd$2M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$671M
- LPL Financial LLC$37M
- Savvy Advisors, Inc.$34M
- Cambridge Investment Research Advisors, Inc.$24M
- BANK OF AMERICA CORP /DE/$16M
- MORGAN STANLEY$16M
Largest trims
- TRUST POINT INC.$9M
- Concurrent Investment Advisors, LLC$5M
- JPMORGAN CHASE & CO$5M
- Perigon Wealth Management, LLC$5M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4M
- AMERIPRISE FINANCIAL INC$4M
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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 18,186,706 | $722M | 26.3% | 2026-Q1 |
| FMR LLC trimmed | 6,982,534 | $277M | 10.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 4,476,656 | $172M | 6.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 3,485,787 | $138M | 5.0% | 2026-Q1 |
| Savvy Advisors, Inc. added | 2,239,680 | $89M | 3.2% | 2026-Q1 |
| LPL Financial LLC added | 1,935,249 | $77M | 2.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,602,510 | $64M | 2.3% | 2026-Q1 |
| MORGAN STANLEY added | 1,454,241 | $58M | 2.1% | 2026-Q1 |
| Focus Partners Wealth trimmed | 1,021,858 | $41M | 1.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 920,247 | $37M | 1.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 895,631 | $36M | 1.3% | 2026-Q1 |
| Kathmere Capital Management, LLC added | 812,755 | $32M | 1.2% | 2026-Q1 |
| HUB Investment Partners, LLC added | 783,813 | $31M | 1.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 782,159 | $31M | 1.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 781,863 | $31M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 679,055 | $27M | 1.0% | 2026-Q1 |
| Armbruster Capital Management, Inc. trimmed | 675,143 | $27M | 1.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 674,514 | $27M | 1.0% | 2026-Q1 |
| Baer Investment Advisory LLC new | 626,014 | $25M | 0.9% | 2026-Q1 |
| VICTORY FINANCIAL GROUP, LLC added | 626,014 | $25M | 0.9% | 2026-Q1 |
| Alliance Wealth Advisors, LLC /UT added | 591,926 | $23M | 0.9% | 2026-Q1 |
| INVENIO WEALTH PARTNERS LLC added | 579,347 | $23M | 0.8% | 2026-Q1 |
| KWB Wealth trimmed | 576,757 | $22M | 0.8% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 515,584 | $21M | 0.8% | 2026-Q1 |
| UBS Group AG added | 482,141 | $19M | 0.7% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 434,542 | $17M | 0.6% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 414,592 | $16M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 409,362 | $16M | 0.6% | 2026-Q1 |
| Erste Asset Management GmbH | 419,300 | $16M | 0.6% | 2026-Q1 |
| AdvisorShares Investments LLC trimmed | 404,916 | $16M | 0.6% | 2026-Q1 |
| CAPITAL ADVISORS INC/OK added | 401,769 | $16M | 0.6% | 2026-Q1 |
| US BANCORP \DE\ added | 396,017 | $16M | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 386,363 | $15M | 0.6% | 2026-Q1 |
| Ackerman Capital Advisors, LLC added | 379,411 | $15M | 0.5% | 2026-Q1 |
| Heck Capital Advisors, LLC trimmed | 368,331 | $15M | 0.5% | 2026-Q1 |
| Foster Group, Inc. trimmed | 366,792 | $15M | 0.5% | 2026-Q1 |
| High Probability Advisors, LLC trimmed | 362,399 | $14M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 360,390 | $14M | 0.5% | 2026-Q1 |
| Meridian Financial Partners LLC added | 354,552 | $14M | 0.5% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 346,811 | $14M | 0.5% | 2026-Q1 |
| Plancorp, LLC added | 318,437 | $13M | 0.5% | 2026-Q1 |
| Freedom Investment Management, Inc. trimmed | 325,506 | $13M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 313,209 | $12M | 0.5% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 310,270 | $12M | 0.4% | 2026-Q1 |
| Pioneer Family Office, LLC new | 300,785 | $12M | 0.4% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC added | 294,606 | $12M | 0.4% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 293,953 | $12M | 0.4% | 2026-Q1 |
| One Wealth Advisors, LLC trimmed | 291,435 | $12M | 0.4% | 2026-Q1 |
| Farrow Financial, Inc. trimmed | 281,287 | $11M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 271,315 | $11M | 0.4% | 2026-Q1 |
| ATLAS CAPITAL ADVISORS INC. trimmed | 270,387 | $11M | 0.4% | 2026-Q1 |
| IRONWOOD WEALTH MANAGEMENT, INC. trimmed | 256,501 | $11M | 0.4% | 2026-Q1 |
| Per Stirling Capital Management, LLC. trimmed | 267,615 | $11M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 253,774 | $10M | 0.4% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 252,279 | $10M | 0.4% | 2026-Q1 |
| Systelligence, LLC trimmed | 233,966 | $9M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 231,380 | $9M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 228,152 | $9M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 224,947 | $9M | 0.3% | 2026-Q1 |
| IFP Advisors, Inc added | 224,771 | $9M | 0.3% | 2026-Q1 |
| Cobblestone Asset Management LLC trimmed | 209,808 | $8M | 0.3% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 207,864 | $8M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 203,790 | $8M | 0.3% | 2026-Q1 |
| &PARTNERS added | 197,535 | $8M | 0.3% | 2026-Q1 |
| RHS Financial, LLC added | 193,822 | $8M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 192,626 | $8M | 0.3% | 2026-Q1 |
| TRUST POINT INC. trimmed | 190,315 | $8M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 187,239 | $7M | 0.3% | 2026-Q1 |
| Parallel Advisors, LLC added | 184,208 | $7M | 0.3% | 2026-Q1 |
| JNBA Financial Advisors trimmed | 182,698 | $7M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 179,992 | $7M | 0.3% | 2026-Q1 |
| TLT Family Holdco ULC | 172,700 | $7M | 0.2% | 2026-Q1 |
| Good Harbor Advisors, Inc. added | 163,109 | $6M | 0.2% | 2026-Q1 |
| RIVERSEDGE ADVISORS, LLC new | 150,014 | $6M | 0.2% | 2026-Q1 |
| Keebeck Wealth Management trimmed | 145,191 | $6M | 0.2% | 2026-Q1 |
| ShoreHaven Wealth Partners, LLC trimmed | 129,807 | $5M | 0.2% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 128,863 | $5M | 0.2% | 2026-Q1 |
| Prosperity Planning, Inc. trimmed | 126,156 | $5M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 118,569 | $5M | 0.2% | 2026-Q1 |
| Phoenix Financial Ltd. | 118,249 | $5M | 0.2% | 2026-Q1 |
| SCS Capital Management LLC trimmed | 114,634 | $5M | 0.2% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC added | 110,892 | $4M | 0.2% | 2026-Q1 |
| McBroom & Associates, LLC added | 108,506 | $4M | 0.2% | 2026-Q1 |
| SAXON INTERESTS, INC. trimmed | 107,107 | $4M | 0.2% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 102,189 | $4M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 97,447 | $4M | 0.1% | 2026-Q1 |
| World Investment Advisors added | 96,681 | $4M | 0.1% | 2026-Q1 |
| PMG Wealth Management, Inc. added | 95,713 | $4M | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 93,491 | $4M | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 92,287 | $4M | 0.1% | 2026-Q1 |
| CSS LLC/IL | 90,270 | $4M | 0.1% | 2026-Q1 |
| Harbour Wealth Management Group, Inc. trimmed | 90,077 | $4M | 0.1% | 2026-Q1 |
| Bell Investment Advisors, Inc trimmed | 89,534 | $4M | 0.1% | 2026-Q1 |
| Cypress Wealth Services, LLC trimmed | 89,090 | $4M | 0.1% | 2026-Q1 |
| KICKSTAND VENTURES, LLC. added | 87,293 | $3M | 0.1% | 2026-Q1 |
| Beacon Harbor Wealth Advisors, Inc. new | 340,596 | $12M | 0.4% | 2025-Q3 stale |
| OLD MISSION CAPITAL LLC added | 226,422 | $8M | 0.3% | 2025-Q3 stale |
| CoreFirst Bank & Trust trimmed | 176,676 | $7M | 0.2% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 144,664 | $6M | 0.2% | 2025-Q4 stale |
| COMMONS CAPITAL, LLC added | 96,104 | $4M | 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.