Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
84 tracked funds added or opened IVLU while 41 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
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 0.4% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 362 tracked filers holding IVLU, 165 increased or opened the position and 166 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 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 8
- NewEdge Advisors, LLC$7M
- Global Retirement Partners, LLC$3M
- Guardian Asset Advisors, LLC$2M
- Ameritas Advisory Services, LLC$940K
- BRIGHTON JONES LLC$876K
- CALTON & ASSOCIATES, INC.$728K
Full exits 19
- Janney Montgomery Scott LLC$31M
- Cambridge Investment Research Advisors, Inc.$27M
- Baer Investment Advisory LLC$25M
- PARK AVENUE SECURITIES LLC$17M
- FLOW TRADERS U.S. LLC$12M
- HighTower Advisors, LLC$8M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$58M
- LPL Financial LLC$45M
- JPMORGAN CHASE & CO$29M
- Savvy Advisors, Inc.$20M
- CAPITAL ADVISORS INC/OK$16M
- FMR LLC$15M
Largest trims
- JANE STREET GROUP, LLC$14M
- KWB Wealth$8M
- Cobblestone Asset Management LLC$5M
- UBS Group AG$3M
- STIFEL FINANCIAL CORP$3M
- Redhawk Wealth Advisors, Inc.$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 18,638,395 | $779M | 27.0% | 2026-Q2 |
| FMR LLC added | 6,983,481 | $292M | 10.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 4,821,998 | $201M | 7.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 3,445,556 | $144M | 5.0% | 2026-Q2 |
| LPL Financial LLC added | 2,910,318 | $122M | 4.2% | 2026-Q2 |
| Savvy Advisors, Inc. added | 2,612,696 | $109M | 3.8% | 2026-Q2 |
| MORGAN STANLEY added | 1,679,622 | $70M | 2.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,525,364 | $64M | 2.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 930,327 | $39M | 1.3% | 2026-Q2 |
| Focus Partners Wealth trimmed | 922,290 | $39M | 1.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 859,239 | $36M | 1.2% | 2026-Q2 |
| HUB Investment Partners, LLC added | 840,516 | $35M | 1.2% | 2026-Q2 |
| Kathmere Capital Management, LLC added | 834,075 | $35M | 1.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 777,057 | $32M | 1.1% | 2026-Q2 |
| CAPITAL ADVISORS INC/OK added | 768,392 | $32M | 1.1% | 2026-Q2 |
| Alliance Wealth Advisors, LLC /UT added | 712,335 | $30M | 1.0% | 2026-Q2 |
| Armbruster Capital Management, Inc. trimmed | 671,710 | $28M | 1.0% | 2026-Q2 |
| INVENIO WEALTH PARTNERS LLC added | 582,803 | $24M | 0.8% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC trimmed | 569,773 | $24M | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 543,954 | $23M | 0.8% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 542,683 | $23M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 531,449 | $22M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 471,456 | $20M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers added | 468,820 | $20M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 455,066 | $19M | 0.7% | 2026-Q2 |
| Erste Asset Management GmbH added | 437,100 | $18M | 0.6% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 422,133 | $18M | 0.6% | 2026-Q2 |
| US BANCORP \DE\ added | 398,998 | $17M | 0.6% | 2026-Q2 |
| AdvisorShares Investments LLC trimmed | 395,843 | $17M | 0.6% | 2026-Q2 |
| UBS Group AG trimmed | 380,907 | $16M | 0.6% | 2026-Q2 |
| High Probability Advisors, LLC added | 380,882 | $16M | 0.6% | 2026-Q2 |
| Ackerman Capital Advisors, LLC trimmed | 379,084 | $16M | 0.5% | 2026-Q2 |
| Meridian Financial Partners LLC added | 368,005 | $16M | 0.5% | 2026-Q2 |
| Foster Group, Inc. added | 366,991 | $15M | 0.5% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 344,145 | $14M | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC added | 340,451 | $14M | 0.5% | 2026-Q2 |
| KWB Wealth trimmed | 336,260 | $14M | 0.5% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 317,809 | $13M | 0.5% | 2026-Q2 |
| Plancorp, LLC trimmed | 316,704 | $13M | 0.5% | 2026-Q2 |
| Freedom Investment Management, Inc. trimmed | 310,737 | $13M | 0.5% | 2026-Q2 |
| Heck Capital Advisors, LLC trimmed | 309,474 | $13M | 0.4% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 307,919 | $13M | 0.4% | 2026-Q2 |
| Pioneer Family Office, LLC trimmed | 297,820 | $12M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 297,764 | $12M | 0.4% | 2026-Q2 |
| One Wealth Advisors, LLC trimmed | 285,593 | $12M | 0.4% | 2026-Q2 |
| Farrow Financial, Inc. added | 281,766 | $12M | 0.4% | 2026-Q2 |
| ATLAS CAPITAL ADVISORS INC. | 270,387 | $11M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 260,398 | $11M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 257,118 | $11M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 255,212 | $11M | 0.4% | 2026-Q2 |
| IFP Advisors, Inc added | 251,132 | $11M | 0.4% | 2026-Q2 |
| Per Stirling Capital Management, LLC. trimmed | 245,583 | $10M | 0.4% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC trimmed | 240,537 | $10M | 0.3% | 2026-Q2 |
| Systelligence, LLC added | 237,766 | $10M | 0.3% | 2026-Q2 |
| IRONWOOD WEALTH MANAGEMENT, INC. trimmed | 230,521 | $10M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 226,441 | $9M | 0.3% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 223,625 | $9M | 0.3% | 2026-Q2 |
| &PARTNERS added | 201,990 | $8M | 0.3% | 2026-Q2 |
| TRUST POINT INC. added | 200,579 | $8M | 0.3% | 2026-Q2 |
| RHS Financial, LLC trimmed | 192,303 | $8M | 0.3% | 2026-Q2 |
| Parallel Advisors, LLC added | 189,356 | $8M | 0.3% | 2026-Q2 |
| JNBA Financial Advisors trimmed | 181,385 | $8M | 0.3% | 2026-Q2 |
| TLT Family Holdco ULC | 172,700 | $7M | 0.3% | 2026-Q2 |
| CoreFirst Bank & Trust trimmed | 163,605 | $7M | 0.2% | 2026-Q2 |
| Good Harbor Advisors, Inc. added | 163,229 | $7M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 158,425 | $7M | 0.2% | 2026-Q2 |
| RIVERSEDGE ADVISORS, LLC added | 155,273 | $6M | 0.2% | 2026-Q2 |
| Keebeck Wealth Management | 145,191 | $6M | 0.2% | 2026-Q2 |
| McBroom & Associates, LLC added | 137,115 | $6M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 131,650 | $6M | 0.2% | 2026-Q2 |
| ShoreHaven Wealth Partners, LLC trimmed | 129,310 | $5M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 126,947 | $5M | 0.2% | 2026-Q2 |
| Prosperity Planning, Inc. trimmed | 122,191 | $5M | 0.2% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 119,991 | $5M | 0.2% | 2026-Q2 |
| SCS Capital Management LLC trimmed | 114,117 | $5M | 0.2% | 2026-Q2 |
| Vise Technologies, Inc. added | 107,822 | $5M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 98,857 | $4M | 0.1% | 2026-Q2 |
| World Investment Advisors | 96,681 | $4M | 0.1% | 2026-Q2 |
| PMG Wealth Management, Inc. added | 96,055 | $4M | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC added | 95,650 | $4M | 0.1% | 2026-Q2 |
| CSS LLC/IL | 90,270 | $4M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 89,037 | $4M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 86,103 | $4M | 0.1% | 2026-Q2 |
| Cypress Wealth Services, LLC trimmed | 85,628 | $4M | 0.1% | 2026-Q2 |
| KICKSTAND VENTURES, LLC. trimmed | 85,365 | $4M | 0.1% | 2026-Q2 |
| Tacita Capital Inc trimmed | 81,474 | $3M | 0.1% | 2026-Q2 |
| Clayton Partners LLC added | 81,010 | $3M | 0.1% | 2026-Q2 |
| Quantum Portfolio Management LLC trimmed | 80,106 | $3M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 79,553 | $3M | 0.1% | 2026-Q2 |
| VANCE WEALTH, LLC trimmed | 79,232 | $3M | 0.1% | 2026-Q2 |
| Stonehage Fleming Financial Services Holdings Ltd | 78,114 | $3M | 0.1% | 2026-Q2 |
| Harbour Wealth Management Group, Inc. trimmed | 77,861 | $3M | 0.1% | 2026-Q2 |
| Balance Wealth Partners LLC added | 76,553 | $3M | 0.1% | 2026-Q2 |
| Cobblestone Asset Management LLC trimmed | 76,445 | $3M | 0.1% | 2026-Q2 |
| TSA Wealth Managment LLC trimmed | 73,838 | $3M | 0.1% | 2026-Q2 |
| Cassilly Financial Group LLC added | 69,758 | $3M | 0.1% | 2026-Q2 |
| ONE Advisory Partners, LLC trimmed | 69,301 | $3M | 0.1% | 2026-Q2 |
| Bell Investment Advisors, Inc trimmed | 68,994 | $3M | 0.1% | 2026-Q2 |
| Valued Wealth Advisors LLC trimmed | 68,115 | $3M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 67,874 | $3M | 0.1% | 2026-Q2 |
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.