Who owns IVOL (IVOL)
Which tracked institutional funds hold IVOL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IVOL 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
11 tracked funds added or opened IVOL while 13 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
IVOL’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% 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 IVOL 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 78 tracked filers holding IVOL, 40 increased or opened the position and 47 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 IVOL 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 2
- Brookwood Investment Group LLC$4M
- Ascentis Independent Advisors$626K
Full exits 4
- FOURPATH CAPITAL MANAGEMENT, LLC$11M
- DLD Asset Management, LP$2M
- JANE STREET GROUP, LLC$2M
- HRT FINANCIAL LP$508K
Largest adds
- JPMORGAN CHASE & CO$8M
- ONE PLUS ONE WEALTH MANAGEMENT, LLC$7M
- Hilltop Holdings Inc.$6M
- MORGAN STANLEY$5M
- Financial Enhancement Group LLC$3M
- Cambridge Investment Research Advisors, Inc.$2M
Largest trims
- WELLS FARGO & COMPANY/MN$4M
- OSAIC HOLDINGS, INC.$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- LPL Financial LLC$1M
- CITADEL ADVISORS LLC$970K
- COMMONWEALTH EQUITY SERVICES, LLC$471K
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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 5,775,877 | $108M | 34.9% | 2026-Q1 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC added | 864,082 | $16M | 5.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 857,465 | $16M | 5.2% | 2026-Q1 |
| MORGAN STANLEY added | 803,812 | $15M | 4.9% | 2026-Q1 |
| Financial Enhancement Group LLC added | 676,284 | $13M | 4.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 482,118 | $9M | 2.9% | 2026-Q1 |
| CacheTech Inc. added | 471,454 | $9M | 2.8% | 2026-Q1 |
| Adams Wealth Management added | 443,506 | $8M | 2.7% | 2026-Q1 |
| Parkside Investments, LLC added | 404,065 | $8M | 2.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 318,583 | $6M | 1.9% | 2026-Q1 |
| Hilltop Holdings Inc. added | 309,674 | $6M | 1.9% | 2026-Q1 |
| Regal Investment Advisors LLC added | 247,126 | $5M | 1.5% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 242,096 | $5M | 1.5% | 2026-Q1 |
| Brookwood Investment Group LLC trimmed | 224,118 | $4M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 197,932 | $4M | 1.2% | 2026-Q1 |
| Pekin Hardy Strauss, Inc. trimmed | 192,472 | $4M | 1.2% | 2026-Q1 |
| BCS Private Wealth Management, Inc. trimmed | 181,845 | $3M | 1.1% | 2026-Q1 |
| Opes Wealth Management LLC added | 169,559 | $3M | 1.0% | 2026-Q1 |
| Professional Financial Management, Inc. added | 168,644 | $3M | 1.0% | 2026-Q1 |
| Ballew Advisors, Inc added | 147,432 | $3M | 0.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 112,746 | $2M | 0.7% | 2026-Q1 |
| Avos Capital Management, LLC added | 93,126 | $2M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 80,155 | $1M | 0.5% | 2026-Q1 |
| Chicago Partners Investment Group LLC | 72,263 | $1M | 0.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 56,384 | $1M | 0.3% | 2026-Q1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 44,105 | $825K | 0.3% | 2026-Q1 |
| Fortis Group Advisors, LLC trimmed | 42,232 | $775K | 0.3% | 2026-Q1 |
| Summit Financial, LLC added | 39,571 | $740K | 0.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 33,972 | $636K | 0.2% | 2026-Q1 |
| Ascentis Independent Advisors new | 33,451 | $626K | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 32,276 | $604K | 0.2% | 2026-Q1 |
| Faithward Advisors, LLC added | 31,639 | $592K | 0.2% | 2026-Q1 |
| Mraz, Amerine & Associates, Inc. | 30,989 | $580K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 26,643 | $499K | 0.2% | 2026-Q1 |
| Prostatis Group LLC added | 17,602 | $329K | 0.1% | 2026-Q1 |
| Magnus Financial Group LLC trimmed | 16,692 | $312K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 16,536 | $309K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 15,775 | $295K | 0.1% | 2026-Q1 |
| Moors & Cabot, Inc. added | 15,570 | $291K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 12,295 | $230K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 10,514 | $197K | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 10,236 | $192K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 10,020 | $187K | 0.1% | 2026-Q1 |
| EPG Wealth Management LLC added | 8,465 | $158K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc | 5,275 | $99K | 0.0% | 2026-Q1 |
| OAKWORTH CAPITAL, INC. | 5,000 | $94K | 0.0% | 2026-Q1 |
| MAI Capital Management | 5,000 | $94K | 0.0% | 2026-Q1 |
| CWM, LLC added | 4,401 | $82K | 0.0% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 3,175 | $59K | 0.0% | 2026-Q1 |
| Wealth Enhancement Trust Services, Inc. trimmed | 3,130 | $59K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 2,954 | $55K | 0.0% | 2026-Q1 |
| TD Waterhouse Canada Inc. | 2,450 | $45K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 1,990 | $37K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 1,471 | $28K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 23,151 | $23K | 0.0% | 2026-Q1 |
| FOURPATH CAPITAL MANAGEMENT, LLC trimmed | 567,991 | $11M | 3.5% | 2025-Q4 stale |
| ENVESTNET ASSET MANAGEMENT INC added | 536,783 | $10M | 3.2% | 2025-Q1 stale |
| Belvedere Trading LLC added | 177,996 | $3M | 1.1% | 2025-Q3 stale |
| SCOTIA CAPITAL INC. new | 173,130 | $3M | 1.0% | 2025-Q1 stale |
| Mutual Advisors, LLC added | 156,307 | $3M | 1.0% | 2025-Q3 stale |
| DLD Asset Management, LP added | 93,000 | $2M | 0.6% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 80,001 | $2M | 0.5% | 2025-Q4 stale |
| TRANSCEND CAPITAL ADVISORS, LLC added | 59,060 | $1M | 0.4% | 2025-Q1 stale |
| FLOW TRADERS U.S. LLC trimmed | 53,030 | $1M | 0.3% | 2025-Q3 stale |
| CAPTRUST FINANCIAL ADVISORS added | 44,202 | $852K | 0.3% | 2025-Q3 stale |
| Sanctuary Advisors, LLC | 43,912 | $820K | 0.3% | 2025-Q3 stale |
| Atria Investments, Inc trimmed | 31,633 | $591K | 0.2% | 2025-Q1 stale |
| HRT FINANCIAL LP trimmed | 26,533 | $508K | 0.2% | 2025-Q4 stale |
| Trek Financial, LLC trimmed | 26,394 | $493K | 0.2% | 2025-Q1 stale |
| Quarry LP added | 25,240 | $484K | 0.2% | 2025-Q4 stale |
| Quadrature Capital Ltd new | 24,619 | $472K | 0.2% | 2025-Q4 stale |
| Focused Wealth Management, Inc added | 22,344 | $431K | 0.1% | 2025-Q3 stale |
| Bank of New York Mellon Corp trimmed | 20,723 | $387K | 0.1% | 2025-Q1 stale |
| MML INVESTORS SERVICES, LLC added | 18,410 | $344K | 0.1% | 2025-Q1 stale |
| WOLVERINE TRADING, LLC trimmed | 17,767 | $343K | 0.1% | 2025-Q3 stale |
| EHRLICH FINANCIAL GROUP trimmed | 17,801 | $333K | 0.1% | 2025-Q1 stale |
| BALYASNY ASSET MANAGEMENT L.P. | 17,016 | $318K | 0.1% | 2025-Q1 stale |
| PATRON PARTNERS, LLC trimmed | 14,463 | $270K | 0.1% | 2025-Q1 stale |
| Janney Montgomery Scott LLC trimmed | 14,372 | $268K | 0.1% | 2025-Q1 stale |
| OLD MISSION CAPITAL LLC trimmed | 13,032 | $250K | 0.1% | 2025-Q4 stale |
| Corient Private Wealth LLC added | 12,349 | $231K | 0.1% | 2025-Q1 stale |
| Coastal Bridge Advisors, LLC new | 12,156 | $227K | 0.1% | 2025-Q1 stale |
| TWO SIGMA SECURITIES, LLC trimmed | 11,849 | $227K | 0.1% | 2025-Q4 stale |
| INSIGNEO ADVISORY SERVICES, LLC new | 11,764 | $227K | 0.1% | 2025-Q3 stale |
| GRIFFIN ASSET MANAGEMENT, INC. new | 11,529 | $215K | 0.1% | 2025-Q1 stale |
| AQR CAPITAL MANAGEMENT LLC trimmed | 10,888 | $209K | 0.1% | 2025-Q4 stale |
| Concurrent Investment Advisors, LLC trimmed | 10,957 | $205K | 0.1% | 2025-Q1 stale |
| Straight Path Wealth Management trimmed | 10,579 | $203K | 0.1% | 2025-Q4 stale |
| Venturi Wealth Management, LLC trimmed | 10,705 | $200K | 0.1% | 2025-Q1 stale |
| Blue Trust, Inc. added | 10,704 | $200K | 0.1% | 2025-Q1 stale |
| Cetera Investment Advisers trimmed | 10,346 | $198K | 0.1% | 2025-Q4 stale |
| Rossby Financial, LCC new | 10,000 | $192K | 0.1% | 2025-Q4 stale |
| Ancora Advisors LLC trimmed | 10,000 | $187K | 0.1% | 2025-Q1 stale |
| COMERICA BANK | 9,081 | $174K | 0.1% | 2025-Q4 stale |
| Lowe Wealth Advisors, LLC | 6,500 | $125K | 0.0% | 2025-Q3 stale |
| Kestra Advisory Services, LLC trimmed | 4,602 | $88K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 2,049 | $39K | 0.0% | 2025-Q4 stale |
| TCTC Holdings, LLC | 1,624 | $31K | 0.0% | 2025-Q4 stale |
| Geneos Wealth Management Inc. added | 1,384 | $26K | 0.0% | 2025-Q1 stale |
| Strategic Advocates LLC added | 1,175 | $23K | 0.0% | 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.