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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC added | 1,844,375 | $211M | 12.8% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. added | 1,510,966 | $173M | 10.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,397,368 | $160M | 9.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 940,571 | $108M | 6.5% | 2026-Q1 |
| UBS Group AG trimmed | 841,917 | $96M | 5.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 620,359 | $71M | 4.3% | 2026-Q1 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO trimmed | 540,000 | $62M | 3.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 367,675 | $42M | 2.6% | 2026-Q1 |
| Starr Indemnity & Liability Co | 364,098 | $42M | 2.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 307,813 | $35M | 2.1% | 2026-Q1 |
| LPL Financial LLC added | 305,085 | $35M | 2.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 267,709 | $31M | 1.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 239,726 | $27M | 1.6% | 2026-Q1 |
| C V STARR & CO INC | 227,427 | $26M | 1.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 224,117 | $26M | 1.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 186,081 | $21M | 1.3% | 2026-Q1 |
| Francis Financial, Inc. added | 176,517 | $20M | 1.2% | 2026-Q1 |
| Savant Capital, LLC trimmed | 161,136 | $18M | 1.1% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 158,553 | $18M | 1.1% | 2026-Q1 |
| Allworth Financial LP added | 149,524 | $17M | 1.0% | 2026-Q1 |
| OLD NATIONAL BANCORP /IN/ trimmed | 147,903 | $17M | 1.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 126,886 | $15M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 124,792 | $14M | 0.9% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 119,132 | $14M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 116,460 | $13M | 0.8% | 2026-Q1 |
| NWM ADVISORS, LLC trimmed | 111,130 | $13M | 0.8% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 105,248 | $12M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 97,634 | $11M | 0.7% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 93,666 | $11M | 0.7% | 2026-Q1 |
| Coign Capital Advisors LLC trimmed | 91,116 | $10M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 90,812 | $10M | 0.6% | 2026-Q1 |
| Warwick Investment Management, Inc. added | 87,859 | $10M | 0.6% | 2026-Q1 |
| Bryant Woods Investment Advisors, LLC added | 85,291 | $10M | 0.6% | 2026-Q1 |
| RAELIPSKIE PARTNERSHIP added | 82,080 | $9M | 0.6% | 2026-Q1 |
| Lebenthal Global Advisors, LLC added | 80,900 | $9M | 0.6% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 80,224 | $9M | 0.6% | 2026-Q1 |
| Kastel Capital Advisors, LLC | 79,651 | $9M | 0.5% | 2026-Q1 |
| BROWN ADVISORY INC added | 65,012 | $7M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 64,567 | $7M | 0.4% | 2026-Q1 |
| Checchi Capital Advisers, LLC added | 60,077 | $7M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 55,120 | $6M | 0.4% | 2026-Q1 |
| SENTINEL TRUST CO LBA | 54,746 | $6M | 0.4% | 2026-Q1 |
| Cerity Partners LLC added | 52,472 | $6M | 0.4% | 2026-Q1 |
| Soltis Investment Advisors LLC trimmed | 51,250 | $6M | 0.4% | 2026-Q1 |
| HARBOR ADVISORY CORP /MA/ | 49,445 | $6M | 0.3% | 2026-Q1 |
| Texas Capital Bank Wealth Management Services Inc trimmed | 48,646 | $6M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 46,617 | $5M | 0.3% | 2026-Q1 |
| Valmark Advisers, Inc. added | 45,224 | $5M | 0.3% | 2026-Q1 |
| Violich Capital Management, Inc. added | 44,795 | $5M | 0.3% | 2026-Q1 |
| Savvy Advisors, Inc. added | 41,979 | $5M | 0.3% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 39,817 | $5M | 0.3% | 2026-Q1 |
| LEGACY SOLUTIONS, LLC trimmed | 36,771 | $4M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 36,627 | $4M | 0.3% | 2026-Q1 |
| Atlas Legacy Advisors, LLC added | 35,516 | $4M | 0.2% | 2026-Q1 |
| FIRST AMERICAN BANK trimmed | 34,683 | $4M | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 32,956 | $4M | 0.2% | 2026-Q1 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 32,162 | $4M | 0.2% | 2026-Q1 |
| Creative Planning added | 30,607 | $3M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 30,420 | $3M | 0.2% | 2026-Q1 |
| Coastline Trust Co trimmed | 30,330 | $3M | 0.2% | 2026-Q1 |
| Keystone Financial Group trimmed | 28,417 | $3M | 0.2% | 2026-Q1 |
| EQ LLC added | 26,656 | $3M | 0.2% | 2026-Q1 |
| Clearstead Advisors, LLC added | 25,387 | $3M | 0.2% | 2026-Q1 |
| Tempo Wealth, LLC trimmed | 25,263 | $3M | 0.2% | 2026-Q1 |
| &PARTNERS trimmed | 24,890 | $3M | 0.2% | 2026-Q1 |
| Fairway Wealth LLC added | 24,304 | $3M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 23,725 | $3M | 0.2% | 2026-Q1 |
| Andrews Advisory Associates, LLC trimmed | 23,536 | $3M | 0.2% | 2026-Q1 |
| MetLife Investment Management, LLC | 23,490 | $3M | 0.2% | 2026-Q1 |
| Fiduciary Trust Co | 22,925 | $3M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 22,797 | $3M | 0.2% | 2026-Q1 |
| SpringVest Wealth Management LLC trimmed | 22,123 | $3M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 20,996 | $2M | 0.1% | 2026-Q1 |
| Marble Harbor Investment Counsel, LLC added | 20,660 | $2M | 0.1% | 2026-Q1 |
| Valpey Financial Services, LLC trimmed | 19,988 | $2M | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 19,674 | $2M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 20,094 | $2M | 0.1% | 2026-Q1 |
| May Barnhard Investments LLC new | 19,394 | $2M | 0.1% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 18,548 | $2M | 0.1% | 2026-Q1 |
| Truepoint, Inc. | 18,200 | $2M | 0.1% | 2026-Q1 |
| Octavia Wealth Advisors, LLC trimmed | 15,796 | $2M | 0.1% | 2026-Q1 |
| SoundView Advisors Inc. trimmed | 14,894 | $2M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 14,762 | $2M | 0.1% | 2026-Q1 |
| Klingman & Associates, LLC added | 14,878 | $2M | 0.1% | 2026-Q1 |
| Vanguard National Trust Co new | 14,841 | $2M | 0.1% | 2026-Q1 |
| Gibraltar Capital Management, Inc. | 14,120 | $2M | 0.1% | 2026-Q1 |
| Envision Financial Planning, LLC added | 13,773 | $2M | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 13,283 | $2M | 0.1% | 2026-Q1 |
| GREENLEAF TRUST trimmed | 13,134 | $2M | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC trimmed | 12,874 | $1M | 0.1% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. new | 12,678 | $1M | 0.1% | 2026-Q1 |
| KINTRA WEALTH, LLC new | 12,574 | $1M | 0.1% | 2026-Q1 |
| ASSET PLANNING CORPORATION added | 77,674 | $9M | 0.5% | 2025-Q3 stale |
| Virtu Financial LLC trimmed | 43,895 | $5M | 0.3% | 2025-Q2 stale |
| AXXCESS WEALTH MANAGEMENT, LLC new | 32,084 | $4M | 0.2% | 2025-Q4 stale |
| BNP PARIBAS FINANCIAL MARKETS new | 20,000 | $2M | 0.1% | 2025-Q3 stale |
| VANGUARD GROUP INC added | 15,523 | $2M | 0.1% | 2025-Q4 stale |
| Phoenix Financial Ltd. | 15,000 | $2M | 0.1% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 14,001 | $2M | 0.1% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 13,660 | $2M | 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.