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

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.

164
Institutional holders
6,338,044
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed1,055,090$108M16.7%2026-Q1
Mariner, LLC trimmed862,573$88M13.6%2026-Q1
ROCKLAND TRUST CO added815,334$83M12.9%2026-Q1
TRUST POINT INC. new641,623$65M10.1%2026-Q1
MORGAN STANLEY added378,657$39M6.0%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed221,988$23M3.5%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed210,498$21M3.3%2026-Q1
Stordahl Capital Management, Inc. added174,434$18M2.8%2026-Q1
Avior Wealth Management, LLC added158,534$16M2.5%2026-Q1
LPL Financial LLC added121,596$12M1.9%2026-Q1
Aberdeen Wealth Management LLC trimmed117,922$12M1.9%2026-Q1
Lutz Financial Services LLC trimmed114,826$12M1.8%2026-Q1
UBS Group AG added108,223$11M1.7%2026-Q1
WELLS FARGO & COMPANY/MN added89,162$9M1.4%2026-Q1
MidFirst Bank added84,045$9M1.3%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added82,055$8M1.3%2026-Q1
Kestra Advisory Services, LLC added76,040$8M1.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added73,193$7M1.2%2026-Q1
HighTower Advisors, LLC trimmed54,796$6M0.9%2026-Q1
TRUIST FINANCIAL CORP trimmed45,487$5M0.7%2026-Q1
Savant Capital, LLC trimmed36,576$4M0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed36,410$4M0.6%2026-Q1
Allworth Financial LP trimmed33,869$3M0.5%2026-Q1
&PARTNERS trimmed33,201$3M0.5%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed31,742$3M0.5%2026-Q1
EP Wealth Advisors, LLC trimmed29,635$3M0.5%2026-Q1
FRANKLIN RESOURCES INC28,700$3M0.5%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added28,666$3M0.5%2026-Q1
JPMORGAN CHASE & CO added28,568$3M0.4%2026-Q1
Composition Wealth, LLC trimmed24,933$3M0.4%2026-Q1
FIFTH THIRD BANCORP added20,228$2M0.3%2026-Q1
Thrivent Financial for Lutherans trimmed19,202$2M0.3%2026-Q1
MONETA GROUP INVESTMENT ADVISORS LLC added18,343$2M0.3%2026-Q1
Cetera Investment Advisers added15,786$2M0.2%2026-Q1
Cornerstone Financial Management LLC added15,121$2M0.2%2026-Q1
Independent Advisor Alliance added14,047$1M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added13,708$1M0.2%2026-Q1
Fortitude Family Office, LLC13,160$1M0.2%2026-Q1
Creative Planning added13,149$1M0.2%2026-Q1
Private Advisor Group, LLC trimmed12,398$1M0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed12,251$1M0.2%2026-Q1
SHUFRO ROSE & CO LLC10,985$1M0.2%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH added10,380$1M0.2%2026-Q1
GOLDMAN SACHS GROUP INC trimmed10,379$1M0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC9,983$1M0.2%2026-Q1
PFG Advisors trimmed9,582$977K0.2%2026-Q1
Heritage Investment Group, Inc.9,572$976K0.2%2026-Q1
Corient Private Wealth LLC added9,404$959K0.1%2026-Q1
AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed9,236$942K0.1%2026-Q1
STIFEL FINANCIAL CORP trimmed8,804$898K0.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed8,595$876K0.1%2026-Q1
D.A. DAVIDSON & CO. added8,349$851K0.1%2026-Q1
Naviter Wealth, LLC6,851$698K0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed6,837$697K0.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS6,584$671K0.1%2026-Q1
OFC FINANCIAL PLANNING, LLC6,310$643K0.1%2026-Q1
ROYAL BANK OF CANADA trimmed6,244$636K0.1%2026-Q1
Rodgers & Associates, LTD trimmed5,784$590K0.1%2026-Q1
Summit Financial, LLC added5,757$587K0.1%2026-Q1
Goodman Financial Corp added5,732$584K0.1%2026-Q1
MOSAIC FAMILY WEALTH PARTNERS, LLC5,609$572K0.1%2026-Q1
Merit Financial Group, LLC trimmed5,584$569K0.1%2026-Q1
Sovran Advisors, LLC trimmed5,007$549K0.1%2026-Q1
Meridian Wealth Management, LLC added5,299$540K0.1%2026-Q1
Factorial Partners, LLC5,200$530K0.1%2026-Q1
HANOVER ADVISORS INC trimmed5,163$526K0.1%2026-Q1
Redhawk Wealth Advisors, Inc. trimmed4,943$504K0.1%2026-Q1
CIBC WORLD MARKET INC. trimmed4,754$485K0.1%2026-Q1
GHP Investment Advisors, Inc. new4,708$480K0.1%2026-Q1
Atlas Brown,Inc. trimmed4,591$468K0.1%2026-Q1
HARBOUR INVESTMENTS, INC. added4,547$464K0.1%2026-Q1
Trail Ridge Investment Advisors, LLC trimmed4,535$462K0.1%2026-Q1
TopTier Wealth Management, LLC4,511$460K0.1%2026-Q1
BHK Investment Advisors, LLC4,400$449K0.1%2026-Q1
Ifrah Financial Services, Inc. trimmed4,140$422K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added4,081$416K0.1%2026-Q1
Passive Capital Management, LLC.4,026$410K0.1%2026-Q1
Valmark Advisers, Inc. added3,802$388K0.1%2026-Q1
AE Wealth Management LLC trimmed3,756$383K0.1%2026-Q1
Hobart Private Capital, LLC3,756$383K0.1%2026-Q1
Wealthquest Corp3,530$357K0.1%2026-Q1
AMG National Trust Bank3,480$355K0.1%2026-Q1
FMR LLC added3,465$353K0.1%2026-Q1
Glenview Trust Co3,234$330K0.1%2026-Q1
Wealthcare Advisory Partners LLC3,148$321K0.0%2026-Q1
IHT Wealth Management, LLC3,136$320K0.0%2026-Q1
Spire Wealth Management3,118$318K0.0%2026-Q1
StoneX Group Inc. added3,102$316K0.0%2026-Q1
INSIGHT 2811, INC. added3,072$313K0.0%2026-Q1
Western Wealth Management, LLC added3,061$312K0.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS new20,000$2M0.3%2025-Q3 stale
COMERICA BANK added18,352$2M0.3%2025-Q4 stale
Spectrum Investment Advisors, Inc. trimmed10,027$1M0.2%2025-Q3 stale
OPPENHEIMER & CO INC trimmed8,049$741K0.1%2025-Q1 stale
FLOW TRADERS U.S. LLC added7,387$705K0.1%2025-Q2 stale
JANE STREET GROUP, LLC added7,264$693K0.1%2025-Q2 stale
Virtu Financial LLC trimmed6,003$573K0.1%2025-Q2 stale
Atria Wealth Solutions, Inc. added4,347$400K0.1%2025-Q1 stale
Cambridge Financial Group, LLC added4,013$392K0.1%2025-Q4 stale
CARY STREET PARTNERS FINANCIAL LLC3,466$319K0.0%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.

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