Who owns IVOG
Which tracked institutional funds hold IVOG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IVOG 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
The tracked-fund tape on IVOG is one-sided between 2026-Q1 and 2026-Q2: 49 added or opened and 14 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
IVOG’s largest tracked holder by dollar value, VANTAGEPOINT INVESTMENT ADVISERS LLC, sizes it at 1.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IVOG 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 182 tracked filers holding IVOG, 73 increased or opened the position and 69 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 IVOG 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
- Veratis Advisors, Inc.$2M
- TWO SIGMA INVESTMENTS, LP$2M
- EP Wealth Advisors, LLC$554K
- Pinnacle Financial Partners, Inc.$531K
Full exits 7
- PEAPACK GLADSTONE FINANCIAL CORP$10M
- Thrivent Financial for Lutherans$2M
- CENTAURUS FINANCIAL, INC.$2M
- HighTower Advisors, LLC$2M
- Cambridge Investment Research Advisors, Inc.$1M
- Ethos Financial Group, LLC$856K
Largest adds
- VANTAGEPOINT INVESTMENT ADVISERS LLC$23M
- MORGAN STANLEY$16M
- Mariner, LLC$13M
- MONETA GROUP INVESTMENT ADVISORS LLC$11M
- BALANCED WEALTH GROUP LLC$9M
- LPL Financial LLC$7M
Largest trims
- Kingsview Wealth Management, LLC$6M
- AMERIPRISE FINANCIAL INC$3M
- Kestra Advisory Services, LLC$3M
- CITADEL ADVISORS LLC$689K
- LJI Wealth Management, LLC$527K
- Corient Private Wealth LP$397K
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 |
|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 1,271,271 | $186M | 24.5% | 2026-Q2 |
| Mariner, LLC trimmed | 631,787 | $92M | 12.2% | 2026-Q2 |
| MORGAN STANLEY added | 317,517 | $46M | 6.1% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 258,164 | $38M | 5.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 228,433 | $33M | 4.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 183,176 | $27M | 3.5% | 2026-Q2 |
| Gryphon Financial Partners LLC added | 159,508 | $23M | 3.1% | 2026-Q2 |
| LPL Financial LLC added | 157,225 | $23M | 3.0% | 2026-Q2 |
| Stordahl Capital Management, Inc. added | 146,074 | $21M | 2.8% | 2026-Q2 |
| UBS Group AG trimmed | 116,061 | $17M | 2.2% | 2026-Q2 |
| LJI Wealth Management, LLC trimmed | 100,227 | $15M | 1.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 92,961 | $14M | 1.8% | 2026-Q2 |
| Cetera Investment Advisers added | 86,814 | $13M | 1.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 84,284 | $12M | 1.6% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 67,618 | $10M | 1.3% | 2026-Q2 |
| BALANCED WEALTH GROUP LLC added | 66,125 | $10M | 1.3% | 2026-Q2 |
| Baron Wealth Management LLC added | 59,722 | $9M | 1.2% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 56,099 | $8M | 1.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 51,352 | $7M | 1.0% | 2026-Q2 |
| Savant Capital, LLC added | 50,262 | $7M | 0.9% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 49,785 | $7M | 1.0% | 2026-Q2 |
| Altura Wealth Advisors Inc. added | 44,466 | $7M | 0.9% | 2026-Q2 |
| MidFirst Bank added | 37,998 | $6M | 0.7% | 2026-Q2 |
| STEPHEN J. GARRY & ASSOCIATES, LLC added | 37,208 | $5M | 0.7% | 2026-Q2 |
| CLARK FINANCIAL SERVICES GROUP INC /BD trimmed | 35,410 | $5M | 0.7% | 2026-Q2 |
| Drucker Wealth 3.0, LLC trimmed | 35,241 | $5M | 0.7% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC trimmed | 33,909 | $5M | 0.7% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 33,860 | $5M | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 33,838 | $5M | 0.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 33,825 | $5M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 31,625 | $5M | 0.6% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 30,322 | $4M | 0.6% | 2026-Q2 |
| Allworth Financial LP trimmed | 30,243 | $4M | 0.6% | 2026-Q2 |
| FRANKLIN RESOURCES INC | 27,394 | $4M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 26,764 | $4M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 26,451 | $4M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 23,748 | $3M | 0.5% | 2026-Q2 |
| Mendel Capital Management LLC added | 22,611 | $3M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 19,402 | $3M | 0.4% | 2026-Q2 |
| SageView Advisory Group, LLC trimmed | 18,546 | $3M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 15,900 | $2M | 0.3% | 2026-Q2 |
| Goodman Financial Corp added | 14,706 | $2M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 14,305 | $2M | 0.3% | 2026-Q2 |
| Veratis Advisors, Inc. added | 13,846 | $2M | 0.3% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC | 13,728 | $2M | 0.3% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 13,465 | $2M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 12,998 | $2M | 0.3% | 2026-Q2 |
| Chicago Partners Investment Group LLC | 12,511 | $2M | 0.2% | 2026-Q2 |
| ES4, LLC | 12,075 | $2M | 0.2% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 11,868 | $2M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 11,800 | $2M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 9,901 | $1M | 0.2% | 2026-Q2 |
| MONTAG A & ASSOCIATES INC trimmed | 9,342 | $1M | 0.2% | 2026-Q2 |
| Heritage Investment Group, Inc. | 8,502 | $1M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 8,187 | $1M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC | 7,487 | $1M | 0.1% | 2026-Q2 |
| CONNING INC. trimmed | 7,142 | $1M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 6,958 | $1M | 0.1% | 2026-Q2 |
| Embree Financial Group | 6,701 | $980K | 0.1% | 2026-Q2 |
| COMMERCE BANK trimmed | 6,226 | $911K | 0.1% | 2026-Q2 |
| Integrated Capital Management, LLC trimmed | 5,930 | $868K | 0.1% | 2026-Q2 |
| Round Rock Advisors LLC trimmed | 5,820 | $851K | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. | 5,718 | $837K | 0.1% | 2026-Q2 |
| Advisor Resource Council trimmed | 5,474 | $789K | 0.1% | 2026-Q2 |
| Tempo Wealth, LLC trimmed | 5,440 | $796K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 5,177 | $757K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 5,053 | $739K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 4,995 | $710K | 0.1% | 2026-Q2 |
| FMR LLC added | 4,972 | $727K | 0.1% | 2026-Q2 |
| PFG Advisors trimmed | 4,823 | $706K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 4,785 | $700K | 0.1% | 2026-Q2 |
| Hobart Private Capital, LLC | 4,738 | $693K | 0.1% | 2026-Q2 |
| Rodgers & Associates, LTD added | 4,671 | $683K | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 4,576 | $670K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 4,484 | $656K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 4,401 | $644K | 0.1% | 2026-Q2 |
| Financial Security Advisor, Inc. | 4,215 | $617K | 0.1% | 2026-Q2 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 4,066 | $595K | 0.1% | 2026-Q2 |
| Meridian Wealth Management, LLC trimmed | 4,037 | $591K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 3,844 | $562K | 0.1% | 2026-Q2 |
| ENTREWEALTH, LLC | 3,811 | $547K | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 3,784 | $554K | 0.1% | 2026-Q2 |
| Krilogy Financial LLC added | 3,729 | $546K | 0.1% | 2026-Q2 |
| Crusonia Wealth Advisors LLC | 3,698 | $541K | 0.1% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. new | 3,630 | $531K | 0.1% | 2026-Q2 |
| GHP Investment Advisors, Inc. | 3,447 | $504K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 3,440 | $503K | 0.1% | 2026-Q2 |
| FWG Investments, LLC. added | 3,382 | $495K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 3,251 | $476K | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 3,186 | $466K | 0.1% | 2026-Q2 |
| Atlanta Consulting Group Advisors, LLC added | 3,164 | $463K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 2,981 | $436K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 2,874 | $420K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 2,837 | $415K | 0.1% | 2026-Q2 |
| BLB&B Advisors, LLC trimmed | 2,822 | $413K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 2,735 | $400K | 0.1% | 2026-Q2 |
| Sierra Capital LLC | 2,628 | $384K | 0.1% | 2026-Q2 |
| Safeguard Investment Advisory Group, LLC | 2,600 | $380K | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 2,581 | $378K | 0.0% | 2026-Q2 |
| INSIGHT 2811, INC. added | 2,579 | $377K | 0.0% | 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.