Who owns 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-Q2 13F filings (latest filed 2026-08-28). 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 IVOO is one-sided between 2026-Q1 and 2026-Q2: 96 added or opened and 20 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
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 2026-Q1 and 2026-Q2, across 330 tracked filers holding IVOO, 152 increased or opened the position and 119 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 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 13
- ELEVATION POINT WEALTH PARTNERS, LLC$10M
- Vestmark Advisory Solutions, Inc.$10M
- TWO SIGMA INVESTMENTS, LP$9M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$5M
- AXXCESS WEALTH MANAGEMENT, LLC$4M
- Bluespring Wealth Management, LLC$4M
Full exits 13
- HANTZ FINANCIAL SERVICES, INC.$173M
- Cambridge Investment Research Advisors, Inc.$11M
- Janney Montgomery Scott LLC$7M
- SENTINEL TRUST CO LBA$6M
- SoundView Advisors Inc.$2M
- PARK AVENUE SECURITIES LLC$1M
Largest adds
- GOLDMAN SACHS GROUP INC$56M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$22M
- BANK OF AMERICA CORP /DE/$21M
- Savant Capital, LLC$19M
- MORGAN STANLEY$18M
- Cetera Investment Advisers$16M
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$3M
- Lebenthal Global Advisors, LLC$3M
- Equitable Holdings, Inc.$894K
- IEQ CAPITAL, LLC$546K
- Andrews Advisory Associates, LLC$370K
- CAPTRUST FINANCIAL ADVISORS$353K
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 |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC added | 2,045,932 | $267M | 15.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,385,207 | $181M | 10.2% | 2026-Q2 |
| MORGAN STANLEY added | 964,765 | $126M | 7.1% | 2026-Q2 |
| UBS Group AG trimmed | 821,464 | $107M | 6.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 716,227 | $93M | 5.3% | 2026-Q2 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 540,000 | $70M | 4.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 374,873 | $49M | 2.8% | 2026-Q2 |
| Starr Indemnity & Liability Co | 364,098 | $47M | 2.7% | 2026-Q2 |
| LPL Financial LLC added | 329,634 | $43M | 2.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 309,484 | $40M | 2.3% | 2026-Q2 |
| Savant Capital, LLC added | 308,501 | $38M | 2.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 281,849 | $37M | 2.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 263,058 | $34M | 1.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 251,422 | $33M | 1.8% | 2026-Q2 |
| C V STARR & CO INC | 227,427 | $30M | 1.7% | 2026-Q2 |
| Cetera Investment Advisers added | 225,150 | $29M | 1.7% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 216,259 | $28M | 1.6% | 2026-Q2 |
| Francis Financial, Inc. added | 182,027 | $24M | 1.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 176,964 | $23M | 1.3% | 2026-Q2 |
| OLD NATIONAL BANCORP /IN/ added | 148,192 | $19M | 1.1% | 2026-Q2 |
| Allworth Financial LP trimmed | 145,277 | $19M | 1.1% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 142,946 | $19M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 121,800 | $16M | 0.9% | 2026-Q2 |
| NWM ADVISORS, LLC added | 121,546 | $16M | 0.9% | 2026-Q2 |
| Warwick Investment Management, Inc. added | 105,480 | $14M | 0.8% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 101,477 | $13M | 0.7% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 95,378 | $12M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 93,167 | $12M | 0.7% | 2026-Q2 |
| Coign Capital Advisors LLC trimmed | 90,278 | $12M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 87,607 | $11M | 0.6% | 2026-Q2 |
| Bryant Woods Investment Advisors, LLC trimmed | 85,263 | $11M | 0.6% | 2026-Q2 |
| Kastel Capital Advisors, LLC added | 83,696 | $10M | 0.5% | 2026-Q2 |
| RAELIPSKIE PARTNERSHIP trimmed | 81,865 | $11M | 0.6% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 79,504 | $10M | 0.6% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 74,317 | $10M | 0.5% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. new | 73,550 | $10M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 70,617 | $9M | 0.5% | 2026-Q2 |
| BROWN ADVISORY INC added | 65,112 | $8M | 0.5% | 2026-Q2 |
| Checchi Capital Advisers, LLC added | 64,929 | $8M | 0.5% | 2026-Q2 |
| Violich Capital Management, Inc. added | 55,295 | $7M | 0.4% | 2026-Q2 |
| Cerity Partners LLC added | 53,979 | $7M | 0.4% | 2026-Q2 |
| HARBOR ADVISORY CORP /MA/ | 49,445 | $6M | 0.4% | 2026-Q2 |
| Lebenthal Global Advisors, LLC trimmed | 49,355 | $6M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 48,593 | $6M | 0.4% | 2026-Q2 |
| Texas Capital Bank Wealth Management Services Inc trimmed | 48,062 | $6M | 0.4% | 2026-Q2 |
| Soltis Investment Advisors LLC trimmed | 46,703 | $6M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 44,676 | $6M | 0.3% | 2026-Q2 |
| Valmark Advisers, Inc. trimmed | 44,059 | $6M | 0.3% | 2026-Q2 |
| Savvy Advisors, Inc. added | 41,997 | $5M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 40,698 | $5M | 0.3% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 40,119 | $5M | 0.3% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 38,715 | $5M | 0.3% | 2026-Q2 |
| Atlas Legacy Advisors, LLC added | 37,075 | $5M | 0.3% | 2026-Q2 |
| LEGACY SOLUTIONS, LLC added | 36,939 | $5M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 35,656 | $5M | 0.3% | 2026-Q2 |
| FIRST AMERICAN BANK trimmed | 34,408 | $4M | 0.3% | 2026-Q2 |
| Creative Planning added | 33,918 | $4M | 0.2% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 32,264 | $4M | 0.2% | 2026-Q2 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 30,737 | $4M | 0.2% | 2026-Q2 |
| Coastline Trust Co trimmed | 30,274 | $4M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 30,088 | $4M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 29,872 | $4M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 29,084 | $4M | 0.2% | 2026-Q2 |
| Bluespring Wealth Management, LLC new | 28,728 | $4M | 0.2% | 2026-Q2 |
| Keystone Financial Group added | 28,637 | $4M | 0.2% | 2026-Q2 |
| Councilor Wealth, LLC added | 28,347 | $4M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 27,852 | $4M | 0.2% | 2026-Q2 |
| EQ LLC added | 27,639 | $4M | 0.2% | 2026-Q2 |
| MEITAV INVESTMENT HOUSE LTD new | 27,592 | $4M | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC added | 26,584 | $3M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 25,671 | $3M | 0.2% | 2026-Q2 |
| Tempo Wealth, LLC trimmed | 25,256 | $3M | 0.2% | 2026-Q2 |
| Fairway Wealth LLC added | 24,863 | $3M | 0.2% | 2026-Q2 |
| Fiduciary Trust Co added | 24,856 | $3M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 23,907 | $3M | 0.2% | 2026-Q2 |
| MetLife Investment Management, LLC | 23,490 | $3M | 0.2% | 2026-Q2 |
| &PARTNERS trimmed | 22,925 | $3M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 21,552 | $3M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 21,156 | $3M | 0.2% | 2026-Q2 |
| SpringVest Wealth Management LLC trimmed | 20,922 | $3M | 0.2% | 2026-Q2 |
| Provident Co of the Employees of the Hebrew University LTD new | 20,714 | $3M | 0.2% | 2026-Q2 |
| Marble Harbor Investment Counsel, LLC | 20,660 | $3M | 0.2% | 2026-Q2 |
| Nuveen, LLC new | 20,379 | $3M | 0.1% | 2026-Q2 |
| Valpey Financial Services, LLC trimmed | 19,657 | $3M | 0.1% | 2026-Q2 |
| Truepoint, Inc. | 18,200 | $2M | 0.1% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 18,081 | $2M | 0.1% | 2026-Q2 |
| Andrews Advisory Associates, LLC trimmed | 17,798 | $2M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 17,056 | $2M | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 16,967 | $2M | 0.1% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 16,962 | $2M | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 15,348 | $2M | 0.1% | 2026-Q2 |
| Octavia Wealth Advisors, LLC trimmed | 15,028 | $2M | 0.1% | 2026-Q2 |
| Colter Lewis Investment Partners LLC added | 15,021 | $2M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 14,754 | $2M | 0.1% | 2026-Q2 |
| Klingman & Associates, LLC trimmed | 14,753 | $2M | 0.1% | 2026-Q2 |
| Vanguard National Trust Co trimmed | 14,607 | $2M | 0.1% | 2026-Q2 |
| Gibraltar Capital Management, Inc. | 14,120 | $2M | 0.1% | 2026-Q2 |
| Envision Financial Planning, LLC trimmed | 13,691 | $2M | 0.1% | 2026-Q2 |
| QUADRANT CAPITAL GROUP LLC | 13,613 | $2M | 0.1% | 2026-Q2 |
| GREENLEAF TRUST trimmed | 12,659 | $2M | 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.