Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns IVOO (IVOO)


Which tracked institutional funds hold IVOO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IVOO 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.

299
Institutional holders
14,995,517
Shares held (tracked funds)

How the tape is positioned

52 tracked funds added or opened IVOO while 22 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

IVOO’s largest tracked holder by dollar value, GOLDMAN SACHS GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes IVOO more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in IVOO 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 299 tracked filers holding IVOO, 132 increased or opened the position and 101 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 IVOO 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 12

  • CITIGROUP INC$3M
  • May Barnhard Investments LLC$2M
  • CIBC Bancorp USA Inc.$2M
  • Farther Finance Advisors, LLC$2M
  • Vanguard National Trust Co$2M
  • Pinnacle Financial Partners, Inc.$1M

Full exits 7

  • AXXCESS WEALTH MANAGEMENT, LLC$4M
  • VANGUARD GROUP INC$2M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
  • CIBC Private Wealth Group LLC$2M
  • JANE STREET GROUP, LLC$871K
  • Diversify Advisory Services, LLC$526K

Largest adds

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$70M
  • HANTZ FINANCIAL SERVICES, INC.$52M
  • GOLDMAN SACHS GROUP INC$22M
  • BANK OF AMERICA CORP /DE/$11M
  • MONETA GROUP INVESTMENT ADVISORS LLC$7M
  • WELLS FARGO & COMPANY/MN$5M

Largest trims

  • Valpey Financial Services, LLC$18M
  • Savant Capital, LLC$10M
  • LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$9M
  • MORGAN STANLEY$5M
  • D.A. DAVIDSON & CO.$3M
  • Andrews Advisory Associates, LLC$3M

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).

FundSharesReported value% of valueQuarter
GOLDMAN SACHS GROUP INC added1,844,375$211M12.8%2026-Q1
HANTZ FINANCIAL SERVICES, INC. added1,510,966$173M10.5%2026-Q1
BANK OF AMERICA CORP /DE/ added1,397,368$160M9.7%2026-Q1
MORGAN STANLEY trimmed940,571$108M6.5%2026-Q1
UBS Group AG trimmed841,917$96M5.8%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added620,359$71M4.3%2026-Q1
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO trimmed540,000$62M3.8%2026-Q1
RAYMOND JAMES FINANCIAL INC added367,675$42M2.6%2026-Q1
Starr Indemnity & Liability Co364,098$42M2.5%2026-Q1
WELLS FARGO & COMPANY/MN added307,813$35M2.1%2026-Q1
LPL Financial LLC added305,085$35M2.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added267,709$31M1.9%2026-Q1
AMERIPRISE FINANCIAL INC added239,726$27M1.6%2026-Q1
C V STARR & CO INC227,427$26M1.6%2026-Q1
ROYAL BANK OF CANADA trimmed224,117$26M1.6%2026-Q1
JPMORGAN CHASE & CO added186,081$21M1.3%2026-Q1
Francis Financial, Inc. added176,517$20M1.2%2026-Q1
Savant Capital, LLC trimmed161,136$18M1.1%2026-Q1
MONETA GROUP INVESTMENT ADVISORS LLC added158,553$18M1.1%2026-Q1
Allworth Financial LP added149,524$17M1.0%2026-Q1
OLD NATIONAL BANCORP /IN/ trimmed147,903$17M1.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed126,886$15M0.9%2026-Q1
OSAIC HOLDINGS, INC. trimmed124,792$14M0.9%2026-Q1
EVERGREEN CAPITAL MANAGEMENT LLC added119,132$14M0.8%2026-Q1
Cetera Investment Advisers trimmed116,460$13M0.8%2026-Q1
NWM ADVISORS, LLC trimmed111,130$13M0.8%2026-Q1
D.A. DAVIDSON & CO. trimmed105,248$12M0.7%2026-Q1
Cambridge Investment Research Advisors, Inc. added97,634$11M0.7%2026-Q1
Rockefeller Capital Management L.P. added93,666$11M0.7%2026-Q1
Coign Capital Advisors LLC trimmed91,116$10M0.6%2026-Q1
STIFEL FINANCIAL CORP added90,812$10M0.6%2026-Q1
Warwick Investment Management, Inc. added87,859$10M0.6%2026-Q1
Bryant Woods Investment Advisors, LLC added85,291$10M0.6%2026-Q1
RAELIPSKIE PARTNERSHIP added82,080$9M0.6%2026-Q1
Lebenthal Global Advisors, LLC added80,900$9M0.6%2026-Q1
Pathstone Holdings, LLC trimmed80,224$9M0.6%2026-Q1
Kastel Capital Advisors, LLC79,651$9M0.5%2026-Q1
BROWN ADVISORY INC added65,012$7M0.5%2026-Q1
Janney Montgomery Scott LLC added64,567$7M0.4%2026-Q1
Checchi Capital Advisers, LLC added60,077$7M0.4%2026-Q1
Kestra Advisory Services, LLC added55,120$6M0.4%2026-Q1
SENTINEL TRUST CO LBA54,746$6M0.4%2026-Q1
Cerity Partners LLC added52,472$6M0.4%2026-Q1
Soltis Investment Advisors LLC trimmed51,250$6M0.4%2026-Q1
HARBOR ADVISORY CORP /MA/49,445$6M0.3%2026-Q1
Texas Capital Bank Wealth Management Services Inc trimmed48,646$6M0.3%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed46,617$5M0.3%2026-Q1
Valmark Advisers, Inc. added45,224$5M0.3%2026-Q1
Violich Capital Management, Inc. added44,795$5M0.3%2026-Q1
Savvy Advisors, Inc. added41,979$5M0.3%2026-Q1
EP Wealth Advisors, LLC added39,817$5M0.3%2026-Q1
LEGACY SOLUTIONS, LLC trimmed36,771$4M0.3%2026-Q1
Private Advisor Group, LLC trimmed36,627$4M0.3%2026-Q1
Atlas Legacy Advisors, LLC added35,516$4M0.2%2026-Q1
FIRST AMERICAN BANK trimmed34,683$4M0.2%2026-Q1
Mariner, LLC trimmed32,956$4M0.2%2026-Q1
PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed32,162$4M0.2%2026-Q1
Creative Planning added30,607$3M0.2%2026-Q1
CITIGROUP INC added30,420$3M0.2%2026-Q1
Coastline Trust Co trimmed30,330$3M0.2%2026-Q1
Keystone Financial Group trimmed28,417$3M0.2%2026-Q1
EQ LLC added26,656$3M0.2%2026-Q1
Clearstead Advisors, LLC added25,387$3M0.2%2026-Q1
Tempo Wealth, LLC trimmed25,263$3M0.2%2026-Q1
&PARTNERS trimmed24,890$3M0.2%2026-Q1
Fairway Wealth LLC added24,304$3M0.2%2026-Q1
MML INVESTORS SERVICES, LLC added23,725$3M0.2%2026-Q1
Andrews Advisory Associates, LLC trimmed23,536$3M0.2%2026-Q1
MetLife Investment Management, LLC23,490$3M0.2%2026-Q1
Fiduciary Trust Co22,925$3M0.2%2026-Q1
TRUIST FINANCIAL CORP added22,797$3M0.2%2026-Q1
SpringVest Wealth Management LLC trimmed22,123$3M0.2%2026-Q1
Waverly Advisors, LLC trimmed20,996$2M0.1%2026-Q1
Marble Harbor Investment Counsel, LLC added20,660$2M0.1%2026-Q1
Valpey Financial Services, LLC trimmed19,988$2M0.1%2026-Q1
BLAIR WILLIAM & CO/IL added19,674$2M0.1%2026-Q1
JONES FINANCIAL COMPANIES LLLP added20,094$2M0.1%2026-Q1
May Barnhard Investments LLC new19,394$2M0.1%2026-Q1
CIBC Bancorp USA Inc. new18,548$2M0.1%2026-Q1
Truepoint, Inc.18,200$2M0.1%2026-Q1
Octavia Wealth Advisors, LLC trimmed15,796$2M0.1%2026-Q1
SoundView Advisors Inc. trimmed14,894$2M0.1%2026-Q1
Farther Finance Advisors, LLC added14,762$2M0.1%2026-Q1
Klingman & Associates, LLC added14,878$2M0.1%2026-Q1
Vanguard National Trust Co new14,841$2M0.1%2026-Q1
Gibraltar Capital Management, Inc.14,120$2M0.1%2026-Q1
Envision Financial Planning, LLC added13,773$2M0.1%2026-Q1
Bank of New York Mellon Corp trimmed13,283$2M0.1%2026-Q1
GREENLEAF TRUST trimmed13,134$2M0.1%2026-Q1
IEQ CAPITAL, LLC trimmed12,874$1M0.1%2026-Q1
Pinnacle Financial Partners, Inc. new12,678$1M0.1%2026-Q1
KINTRA WEALTH, LLC new12,574$1M0.1%2026-Q1
ASSET PLANNING CORPORATION added77,674$9M0.5%2025-Q3 stale
Virtu Financial LLC trimmed43,895$5M0.3%2025-Q2 stale
AXXCESS WEALTH MANAGEMENT, LLC new32,084$4M0.2%2025-Q4 stale
BNP PARIBAS FINANCIAL MARKETS new20,000$2M0.1%2025-Q3 stale
VANGUARD GROUP INC added15,523$2M0.1%2025-Q4 stale
Phoenix Financial Ltd.15,000$2M0.1%2025-Q3 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added14,001$2M0.1%2025-Q4 stale
CIBC Private Wealth Group LLC added13,660$2M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership