Who owns 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-Q2 13F filings (latest filed 2026-08-18). 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
31 tracked funds added or opened IVOV while 16 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 167 tracked filers holding IVOV, 63 increased or opened the position and 63 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 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 3
- BALANCED WEALTH GROUP LLC$10M
- M1 Capital Management LLC$4M
- TWO SIGMA INVESTMENTS, LP$513K
Full exits 6
- HighTower Advisors, LLC$6M
- Thrivent Financial for Lutherans$2M
- Independent Advisor Alliance$1M
- GOLDMAN SACHS GROUP INC$1M
- STIFEL FINANCIAL CORP$898K
- Factorial Partners, LLC$530K
Largest adds
- VANTAGEPOINT INVESTMENT ADVISERS LLC$18M
- TRUST POINT INC.$10M
- Mariner, LLC$10M
- ROCKLAND TRUST CO$10M
- MORGAN STANLEY$5M
- LPL Financial LLC$5M
Largest trims
- Kestra Advisory Services, LLC$3M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Aberdeen Wealth Management LLC$1M
- WELLS FARGO & COMPANY/MN$702K
- FIFTH THIRD BANCORP$550K
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 |
|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC added | 1,104,927 | $126M | 17.6% | 2026-Q2 |
| Mariner, LLC trimmed | 858,070 | $98M | 13.6% | 2026-Q2 |
| ROCKLAND TRUST CO added | 815,504 | $93M | 13.0% | 2026-Q2 |
| TRUST POINT INC. added | 664,535 | $76M | 10.6% | 2026-Q2 |
| MORGAN STANLEY added | 384,509 | $44M | 6.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 215,307 | $25M | 3.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 212,075 | $24M | 3.4% | 2026-Q2 |
| Stordahl Capital Management, Inc. added | 176,020 | $20M | 2.8% | 2026-Q2 |
| Avior Wealth Management, LLC added | 161,287 | $18M | 2.6% | 2026-Q2 |
| LPL Financial LLC added | 154,602 | $18M | 2.5% | 2026-Q2 |
| Lutz Financial Services LLC trimmed | 114,034 | $13M | 1.8% | 2026-Q2 |
| UBS Group AG trimmed | 107,420 | $12M | 1.7% | 2026-Q2 |
| Aberdeen Wealth Management LLC trimmed | 92,669 | $11M | 1.5% | 2026-Q2 |
| BALANCED WEALTH GROUP LLC new | 89,036 | $10M | 1.4% | 2026-Q2 |
| MidFirst Bank added | 84,562 | $10M | 1.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 73,531 | $8M | 1.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 73,501 | $8M | 1.2% | 2026-Q2 |
| Savant Capital, LLC added | 72,486 | $8M | 1.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 52,837 | $6M | 0.8% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 44,796 | $5M | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 39,722 | $5M | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 37,120 | $4M | 0.6% | 2026-Q2 |
| &PARTNERS added | 33,481 | $4M | 0.5% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 32,947 | $4M | 0.5% | 2026-Q2 |
| Allworth Financial LP trimmed | 32,704 | $4M | 0.5% | 2026-Q2 |
| M1 Capital Management LLC new | 31,403 | $4M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 30,264 | $3M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 28,917 | $3M | 0.5% | 2026-Q2 |
| FRANKLIN RESOURCES INC | 28,700 | $3M | 0.5% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 24,718 | $3M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 19,782 | $2M | 0.3% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 17,993 | $2M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 15,999 | $2M | 0.3% | 2026-Q2 |
| Cornerstone Financial Management LLC trimmed | 14,940 | $2M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 13,479 | $2M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 13,253 | $2M | 0.2% | 2026-Q2 |
| Fortitude Family Office, LLC | 13,160 | $2M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 12,485 | $1M | 0.2% | 2026-Q2 |
| SHUFRO ROSE & CO LLC added | 11,735 | $1M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 10,674 | $1M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 10,443 | $1M | 0.2% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 10,187 | $1M | 0.2% | 2026-Q2 |
| PFG Advisors added | 10,124 | $1M | 0.2% | 2026-Q2 |
| Heritage Investment Group, Inc. | 9,572 | $1M | 0.2% | 2026-Q2 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed | 9,094 | $1M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 8,884 | $1M | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. | 8,349 | $952K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 7,821 | $892K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,158 | $817K | 0.1% | 2026-Q2 |
| Naviter Wealth, LLC | 6,851 | $781K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 6,659 | $760K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 6,241 | $711K | 0.1% | 2026-Q2 |
| Rodgers & Associates, LTD added | 5,864 | $669K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 5,855 | $668K | 0.1% | 2026-Q2 |
| Goodman Financial Corp added | 5,793 | $661K | 0.1% | 2026-Q2 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 5,609 | $640K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC | 5,584 | $637K | 0.1% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 5,312 | $606K | 0.1% | 2026-Q2 |
| Sovran Advisors, LLC added | 5,251 | $608K | 0.1% | 2026-Q2 |
| HANOVER ADVISORS INC trimmed | 4,985 | $569K | 0.1% | 2026-Q2 |
| OFC FINANCIAL PLANNING, LLC trimmed | 4,946 | $564K | 0.1% | 2026-Q2 |
| Bruce G. Allen Investments, LLC added | 4,894 | $558K | 0.1% | 2026-Q2 |
| Trail Ridge Investment Advisors, LLC added | 4,886 | $557K | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. | 4,754 | $542K | 0.1% | 2026-Q2 |
| GHP Investment Advisors, Inc. | 4,708 | $537K | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 4,500 | $513K | 0.1% | 2026-Q2 |
| Atlas Brown,Inc. trimmed | 4,414 | $504K | 0.1% | 2026-Q2 |
| BHK Investment Advisors, LLC | 4,400 | $502K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 4,390 | $501K | 0.1% | 2026-Q2 |
| TopTier Wealth Management, LLC trimmed | 4,326 | $493K | 0.1% | 2026-Q2 |
| Ifrah Financial Services, Inc. trimmed | 4,126 | $471K | 0.1% | 2026-Q2 |
| Passive Capital Management, LLC. | 4,026 | $407K | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 4,012 | $458K | 0.1% | 2026-Q2 |
| Valmark Advisers, Inc. | 3,802 | $434K | 0.1% | 2026-Q2 |
| Hobart Private Capital, LLC | 3,756 | $428K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC | 3,756 | $428K | 0.1% | 2026-Q2 |
| FMR LLC added | 3,546 | $404K | 0.1% | 2026-Q2 |
| Wealthquest Corp | 3,530 | $403K | 0.1% | 2026-Q2 |
| AMG National Trust Bank | 3,480 | $397K | 0.1% | 2026-Q2 |
| Glenview Trust Co | 3,234 | $369K | 0.1% | 2026-Q2 |
| Arax Advisory Partners new | 3,222 | $368K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC | 3,148 | $359K | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC | 3,136 | $358K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 3,118 | $356K | 0.0% | 2026-Q2 |
| INSIGHT 2811, INC. added | 3,073 | $351K | 0.0% | 2026-Q2 |
| Western Wealth Management, LLC | 3,061 | $349K | 0.0% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI | 3,028 | $345K | 0.0% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 3,009 | $343K | 0.0% | 2026-Q2 |
| StoneX Group Inc. trimmed | 2,868 | $327K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 2,864 | $327K | 0.0% | 2026-Q2 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 2,860 | $326K | 0.0% | 2026-Q2 |
| WealthCollab, LLC | 2,808 | $320K | 0.0% | 2026-Q2 |
| IFG Advisors, LLC | 2,770 | $316K | 0.0% | 2026-Q2 |
| Veratis Advisors, Inc. added | 2,562 | $292K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 2,479 | $283K | 0.0% | 2026-Q2 |
| Keystone Financial Group trimmed | 2,460 | $281K | 0.0% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 2,435 | $278K | 0.0% | 2026-Q2 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 2,255 | $257K | 0.0% | 2026-Q2 |
| Compound Planning, Inc. | 2,229 | $254K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 2,228 | $254K | 0.0% | 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.