Who owns IVOV (IVOV)
Which tracked institutional funds hold IVOV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IVOV 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
17 tracked funds added or opened IVOV while 9 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
IVOV’s largest tracked holder by dollar value, VANTAGEPOINT INVESTMENT ADVISERS LLC, sizes it at 0.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IVOV 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 164 tracked filers holding IVOV, 50 increased or opened the position and 62 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 IVOV 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
- TRUST POINT INC.$65M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- Independent Advisor Alliance$1M
- GOLDMAN SACHS GROUP INC$1M
Full exits 1
- COMERICA BANK$2M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7M
- MORGAN STANLEY$5M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- FIFTH THIRD BANCORP$2M
- MidFirst Bank$1M
- WELLS FARGO & COMPANY/MN$1M
Largest trims
- Octavia Wealth Advisors, LLC$16M
- VANTAGEPOINT INVESTMENT ADVISERS LLC$3M
- Horizon Investment Services, LLC$946K
- ENVESTNET ASSET MANAGEMENT INC$833K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$793K
- RAYMOND JAMES FINANCIAL INC$629K
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 | 1,055,090 | $108M | 16.7% | 2026-Q1 |
| Mariner, LLC trimmed | 862,573 | $88M | 13.6% | 2026-Q1 |
| ROCKLAND TRUST CO added | 815,334 | $83M | 12.9% | 2026-Q1 |
| TRUST POINT INC. new | 641,623 | $65M | 10.1% | 2026-Q1 |
| MORGAN STANLEY added | 378,657 | $39M | 6.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 221,988 | $23M | 3.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 210,498 | $21M | 3.3% | 2026-Q1 |
| Stordahl Capital Management, Inc. added | 174,434 | $18M | 2.8% | 2026-Q1 |
| Avior Wealth Management, LLC added | 158,534 | $16M | 2.5% | 2026-Q1 |
| LPL Financial LLC added | 121,596 | $12M | 1.9% | 2026-Q1 |
| Aberdeen Wealth Management LLC trimmed | 117,922 | $12M | 1.9% | 2026-Q1 |
| Lutz Financial Services LLC trimmed | 114,826 | $12M | 1.8% | 2026-Q1 |
| UBS Group AG added | 108,223 | $11M | 1.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 89,162 | $9M | 1.4% | 2026-Q1 |
| MidFirst Bank added | 84,045 | $9M | 1.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 82,055 | $8M | 1.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 76,040 | $8M | 1.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 73,193 | $7M | 1.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 54,796 | $6M | 0.9% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 45,487 | $5M | 0.7% | 2026-Q1 |
| Savant Capital, LLC trimmed | 36,576 | $4M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 36,410 | $4M | 0.6% | 2026-Q1 |
| Allworth Financial LP trimmed | 33,869 | $3M | 0.5% | 2026-Q1 |
| &PARTNERS trimmed | 33,201 | $3M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 31,742 | $3M | 0.5% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 29,635 | $3M | 0.5% | 2026-Q1 |
| FRANKLIN RESOURCES INC | 28,700 | $3M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 28,666 | $3M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 28,568 | $3M | 0.4% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 24,933 | $3M | 0.4% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 20,228 | $2M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 19,202 | $2M | 0.3% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 18,343 | $2M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 15,786 | $2M | 0.2% | 2026-Q1 |
| Cornerstone Financial Management LLC added | 15,121 | $2M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance added | 14,047 | $1M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 13,708 | $1M | 0.2% | 2026-Q1 |
| Fortitude Family Office, LLC | 13,160 | $1M | 0.2% | 2026-Q1 |
| Creative Planning added | 13,149 | $1M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 12,398 | $1M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 12,251 | $1M | 0.2% | 2026-Q1 |
| SHUFRO ROSE & CO LLC | 10,985 | $1M | 0.2% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 10,380 | $1M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 10,379 | $1M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC | 9,983 | $1M | 0.2% | 2026-Q1 |
| PFG Advisors trimmed | 9,582 | $977K | 0.2% | 2026-Q1 |
| Heritage Investment Group, Inc. | 9,572 | $976K | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC added | 9,404 | $959K | 0.1% | 2026-Q1 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed | 9,236 | $942K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 8,804 | $898K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 8,595 | $876K | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 8,349 | $851K | 0.1% | 2026-Q1 |
| Naviter Wealth, LLC | 6,851 | $698K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 6,837 | $697K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 6,584 | $671K | 0.1% | 2026-Q1 |
| OFC FINANCIAL PLANNING, LLC | 6,310 | $643K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 6,244 | $636K | 0.1% | 2026-Q1 |
| Rodgers & Associates, LTD trimmed | 5,784 | $590K | 0.1% | 2026-Q1 |
| Summit Financial, LLC added | 5,757 | $587K | 0.1% | 2026-Q1 |
| Goodman Financial Corp added | 5,732 | $584K | 0.1% | 2026-Q1 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 5,609 | $572K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 5,584 | $569K | 0.1% | 2026-Q1 |
| Sovran Advisors, LLC trimmed | 5,007 | $549K | 0.1% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 5,299 | $540K | 0.1% | 2026-Q1 |
| Factorial Partners, LLC | 5,200 | $530K | 0.1% | 2026-Q1 |
| HANOVER ADVISORS INC trimmed | 5,163 | $526K | 0.1% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. trimmed | 4,943 | $504K | 0.1% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 4,754 | $485K | 0.1% | 2026-Q1 |
| GHP Investment Advisors, Inc. new | 4,708 | $480K | 0.1% | 2026-Q1 |
| Atlas Brown,Inc. trimmed | 4,591 | $468K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 4,547 | $464K | 0.1% | 2026-Q1 |
| Trail Ridge Investment Advisors, LLC trimmed | 4,535 | $462K | 0.1% | 2026-Q1 |
| TopTier Wealth Management, LLC | 4,511 | $460K | 0.1% | 2026-Q1 |
| BHK Investment Advisors, LLC | 4,400 | $449K | 0.1% | 2026-Q1 |
| Ifrah Financial Services, Inc. trimmed | 4,140 | $422K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 4,081 | $416K | 0.1% | 2026-Q1 |
| Passive Capital Management, LLC. | 4,026 | $410K | 0.1% | 2026-Q1 |
| Valmark Advisers, Inc. added | 3,802 | $388K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 3,756 | $383K | 0.1% | 2026-Q1 |
| Hobart Private Capital, LLC | 3,756 | $383K | 0.1% | 2026-Q1 |
| Wealthquest Corp | 3,530 | $357K | 0.1% | 2026-Q1 |
| AMG National Trust Bank | 3,480 | $355K | 0.1% | 2026-Q1 |
| FMR LLC added | 3,465 | $353K | 0.1% | 2026-Q1 |
| Glenview Trust Co | 3,234 | $330K | 0.1% | 2026-Q1 |
| Wealthcare Advisory Partners LLC | 3,148 | $321K | 0.0% | 2026-Q1 |
| IHT Wealth Management, LLC | 3,136 | $320K | 0.0% | 2026-Q1 |
| Spire Wealth Management | 3,118 | $318K | 0.0% | 2026-Q1 |
| StoneX Group Inc. added | 3,102 | $316K | 0.0% | 2026-Q1 |
| INSIGHT 2811, INC. added | 3,072 | $313K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC added | 3,061 | $312K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS new | 20,000 | $2M | 0.3% | 2025-Q3 stale |
| COMERICA BANK added | 18,352 | $2M | 0.3% | 2025-Q4 stale |
| Spectrum Investment Advisors, Inc. trimmed | 10,027 | $1M | 0.2% | 2025-Q3 stale |
| OPPENHEIMER & CO INC trimmed | 8,049 | $741K | 0.1% | 2025-Q1 stale |
| FLOW TRADERS U.S. LLC added | 7,387 | $705K | 0.1% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 7,264 | $693K | 0.1% | 2025-Q2 stale |
| Virtu Financial LLC trimmed | 6,003 | $573K | 0.1% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. added | 4,347 | $400K | 0.1% | 2025-Q1 stale |
| Cambridge Financial Group, LLC added | 4,013 | $392K | 0.1% | 2025-Q4 stale |
| CARY STREET PARTNERS FINANCIAL LLC | 3,466 | $319K | 0.0% | 2025-Q1 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.