Who owns IVOG (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-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 IVOG is one-sided between 2025-Q4 and 2026-Q1: 36 added or opened and 10 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 2025-Q4 and 2026-Q1, across 178 tracked filers holding IVOG, 77 increased or opened the position and 54 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 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 4
- Kingsview Wealth Management, LLC$10M
- Mendel Capital Management LLC$3M
- CITADEL ADVISORS LLC$1M
- CIBC Bancorp USA Inc.$715K
Full exits 3
- SageView Advisory Group, LLC$3M
- Veratis Advisors, Inc.$2M
- CIBC Private Wealth Group LLC$687K
Largest adds
- AMERIPRISE FINANCIAL INC$19M
- Gryphon Financial Partners LLC$17M
- MORGAN STANLEY$7M
- MONETA GROUP INVESTMENT ADVISORS LLC$6M
- UBS Group AG$5M
- BANK OF AMERICA CORP /DE/$4M
Largest trims
- VANTAGEPOINT INVESTMENT ADVISERS LLC$25M
- Octavia Wealth Advisors, LLC$16M
- Integrated Capital Management, LLC$3M
- LPL Financial LLC$770K
- WELLS FARGO & COMPANY/MN$683K
- BLAIR WILLIAM & CO/IL$424K
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 |
|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 1,301,180 | $163M | 25.0% | 2026-Q1 |
| Mariner, LLC trimmed | 635,630 | $79M | 12.2% | 2026-Q1 |
| MORGAN STANLEY added | 244,095 | $31M | 4.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 239,206 | $30M | 4.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 224,875 | $28M | 4.3% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 215,514 | $27M | 4.1% | 2026-Q1 |
| Stordahl Capital Management, Inc. added | 145,424 | $18M | 2.8% | 2026-Q1 |
| Gryphon Financial Partners LLC added | 139,630 | $17M | 2.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 128,414 | $16M | 2.5% | 2026-Q1 |
| UBS Group AG added | 124,248 | $16M | 2.4% | 2026-Q1 |
| LJI Wealth Management, LLC added | 121,489 | $15M | 2.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 91,669 | $11M | 1.8% | 2026-Q1 |
| Cetera Investment Advisers added | 85,050 | $11M | 1.6% | 2026-Q1 |
| Kingsview Wealth Management, LLC new | 81,601 | $10M | 1.6% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP added | 77,317 | $10M | 1.5% | 2026-Q1 |
| Baird Financial Group, Inc. added | 70,192 | $9M | 1.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 64,402 | $8M | 1.2% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 56,181 | $7M | 1.1% | 2026-Q1 |
| Baron Wealth Management LLC added | 50,414 | $6M | 1.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 47,755 | $6M | 0.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 44,852 | $6M | 0.9% | 2026-Q1 |
| Altura Wealth Advisors Inc. added | 39,618 | $5M | 0.8% | 2026-Q1 |
| STEPHEN J. GARRY & ASSOCIATES, LLC added | 37,190 | $5M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 38,122 | $5M | 0.7% | 2026-Q1 |
| Drucker Wealth 3.0, LLC added | 36,641 | $5M | 0.7% | 2026-Q1 |
| CLARK FINANCIAL SERVICES GROUP INC /BD trimmed | 35,523 | $4M | 0.7% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC added | 34,179 | $4M | 0.7% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 33,493 | $4M | 0.6% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 32,956 | $4M | 0.6% | 2026-Q1 |
| Allworth Financial LP added | 32,240 | $4M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 31,240 | $4M | 0.6% | 2026-Q1 |
| MidFirst Bank added | 30,572 | $4M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 27,894 | $3M | 0.5% | 2026-Q1 |
| FRANKLIN RESOURCES INC | 27,394 | $3M | 0.5% | 2026-Q1 |
| Savant Capital, LLC | 25,080 | $3M | 0.5% | 2026-Q1 |
| Mendel Capital Management LLC added | 22,321 | $3M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 19,396 | $2M | 0.4% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 17,662 | $2M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 17,034 | $2M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 15,681 | $2M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 14,807 | $2M | 0.3% | 2026-Q1 |
| Goodman Financial Corp trimmed | 14,468 | $2M | 0.3% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC | 13,728 | $2M | 0.3% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 12,511 | $2M | 0.3% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 13,402 | $2M | 0.3% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. added | 13,268 | $2M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 12,408 | $2M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 12,093 | $2M | 0.2% | 2026-Q1 |
| ES4, LLC | 12,075 | $2M | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 11,849 | $1M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 11,766 | $1M | 0.2% | 2026-Q1 |
| Creative Planning added | 10,663 | $1M | 0.2% | 2026-Q1 |
| MONTAG A & ASSOCIATES INC trimmed | 10,116 | $1M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 9,537 | $1M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 9,212 | $1M | 0.2% | 2026-Q1 |
| Heritage Investment Group, Inc. | 8,502 | $1M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 8,343 | $1M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 7,991 | $961K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 7,676 | $960K | 0.1% | 2026-Q1 |
| CONNING INC. added | 7,552 | $944K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC added | 7,487 | $936K | 0.1% | 2026-Q1 |
| Ethos Financial Group, LLC added | 6,843 | $856K | 0.1% | 2026-Q1 |
| COMMERCE BANK trimmed | 6,767 | $846K | 0.1% | 2026-Q1 |
| Embree Financial Group | 6,701 | $838K | 0.1% | 2026-Q1 |
| Betterment LLC trimmed | 6,400 | $800K | 0.1% | 2026-Q1 |
| Integrated Capital Management, LLC trimmed | 5,993 | $749K | 0.1% | 2026-Q1 |
| Round Rock Advisors LLC trimmed | 5,889 | $736K | 0.1% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 5,718 | $715K | 0.1% | 2026-Q1 |
| Advisor Resource Council added | 5,505 | $688K | 0.1% | 2026-Q1 |
| Tempo Wealth, LLC trimmed | 5,474 | $684K | 0.1% | 2026-Q1 |
| PFG Advisors added | 5,057 | $632K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 4,951 | $619K | 0.1% | 2026-Q1 |
| FMR LLC added | 4,855 | $607K | 0.1% | 2026-Q1 |
| Hobart Private Capital, LLC | 4,738 | $592K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 4,704 | $588K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 4,614 | $584K | 0.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC | 4,629 | $579K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 4,502 | $563K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 4,367 | $546K | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 4,010 | $535K | 0.1% | 2026-Q1 |
| Rodgers & Associates, LTD added | 4,227 | $529K | 0.1% | 2026-Q1 |
| Financial Security Advisor, Inc. | 4,215 | $527K | 0.1% | 2026-Q1 |
| BLB&B Advisors, LLC added | 4,172 | $522K | 0.1% | 2026-Q1 |
| Meridian Wealth Management, LLC trimmed | 4,078 | $510K | 0.1% | 2026-Q1 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed | 4,066 | $508K | 0.1% | 2026-Q1 |
| BALANCED WEALTH GROUP LLC added | 3,924 | $491K | 0.1% | 2026-Q1 |
| ENTREWEALTH, LLC | 3,811 | $476K | 0.1% | 2026-Q1 |
| Crusonia Wealth Advisors LLC | 3,698 | $462K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 3,500 | $438K | 0.1% | 2026-Q1 |
| SageView Advisory Group, LLC added | 21,520 | $3M | 0.4% | 2025-Q4 stale |
| BNP PARIBAS FINANCIAL MARKETS new | 20,000 | $2M | 0.4% | 2025-Q3 stale |
| Veratis Advisors, Inc. new | 13,181 | $2M | 0.3% | 2025-Q4 stale |
| GTS SECURITIES LLC new | 8,107 | $916K | 0.1% | 2025-Q2 stale |
| Virtu Financial LLC added | 7,640 | $913K | 0.1% | 2025-Q3 stale |
| Sagace Wealth Management LLC added | 7,995 | $825K | 0.1% | 2025-Q1 stale |
| Lauterbach Financial Advisors, LLC | 6,125 | $732K | 0.1% | 2025-Q3 stale |
| OPPENHEIMER & CO INC trimmed | 6,793 | $701K | 0.1% | 2025-Q1 stale |
| CIBC Private Wealth Group LLC | 5,718 | $687K | 0.1% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 4,358 | $493K | 0.1% | 2025-Q2 stale |
| Austin Wealth Management, LLC | 3,834 | $478K | 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.