Who owns IVR
Which tracked institutional funds hold IVR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IVR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
44 tracked funds added or opened IVR while 20 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
IVR’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes IVR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IVR 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 174 tracked filers holding IVR, 115 increased or opened the position and 68 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 IVR 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 12
- Ascentis Wealth Management, LLC$10M
- Sixth Street Partners Management Company, L.P.$6M
- Hudson Bay Capital Management LP$3M
- Summit Financial, LLC$3M
- Atom Investors LP$2M
- VARCOV Co.$2M
Full exits 7
- Point72 Asset Management, L.P.$4M
- ZACKS INVESTMENT MANAGEMENT$2M
- TUDOR INVESTMENT CORP ET AL$2M
- Penserra Capital Management LLC$1M
- BALYASNY ASSET MANAGEMENT L.P.$778K
- LSV ASSET MANAGEMENT$633K
Largest adds
- BlackRock, Inc.$11M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$7M
- GEODE CAPITAL MANAGEMENT, LLC$4M
- VANGUARD CAPITAL MANAGEMENT LLC$4M
- NORTHERN TRUST CORP$4M
- STATE STREET CORP$3M
Largest trims
- TWO SIGMA INVESTMENTS, LP$8M
- RENAISSANCE TECHNOLOGIES LLC$3M
- PRUDENTIAL FINANCIAL INC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- GOLDMAN SACHS GROUP INC$859K
- Engineers Gate Manager LP$828K
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 8,805,376 | $70M | 17.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,994,974 | $32M | 8.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 3,309,701 | $26M | 6.6% | 2026-Q2 |
| Invesco Ltd. added | 2,424,263 | $19M | 4.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,377,470 | $19M | 4.7% | 2026-Q2 |
| STATE STREET CORP added | 1,849,062 | $15M | 3.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 1,296,579 | $10M | 2.6% | 2026-Q2 |
| Ascentis Wealth Management, LLC new | 1,295,330 | $10M | 2.6% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,109,739 | $9M | 2.2% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 1,073,203 | $8M | 2.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 1,010,427 | $8M | 2.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 756,372 | $6M | 1.5% | 2026-Q2 |
| Sixth Street Partners Management Company, L.P. new | 752,156 | $6M | 1.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 752,156 | $6M | 1.5% | 2026-Q2 |
| UBS Group AG added | 718,377 | $6M | 1.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 712,061 | $6M | 1.4% | 2026-Q2 |
| MORGAN STANLEY added | 615,610 | $5M | 1.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 614,225 | $5M | 1.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 477,827 | $4M | 1.0% | 2026-Q2 |
| Hudson Bay Capital Management LP new | 432,156 | $3M | 0.9% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 408,368 | $3M | 0.8% | 2026-Q2 |
| Summit Financial, LLC new | 388,455 | $3M | 0.8% | 2026-Q2 |
| Odyssean, LLC added | 374,410 | $3M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 350,673 | $3M | 0.7% | 2026-Q2 |
| Verition Fund Management LLC added | 335,615 | $3M | 0.7% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 288,700 | $2M | 0.6% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC added | 285,237 | $2M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 264,202 | $2M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 247,749 | $2M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 231,634 | $2M | 0.5% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 225,000 | $2M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 221,066 | $2M | 0.4% | 2026-Q2 |
| FIRETHORN WEALTH PARTNERS, LLC added | 216,600 | $2M | 0.4% | 2026-Q2 |
| Atom Investors LP new | 213,771 | $2M | 0.4% | 2026-Q2 |
| Bramshill Investments, LLC added | 211,265 | $2M | 0.4% | 2026-Q2 |
| VARCOV Co. new | 207,364 | $2M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 174,277 | $1M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 167,784 | $1M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 156,636 | $1M | 0.3% | 2026-Q2 |
| Graham Capital Management, L.P. added | 152,866 | $1M | 0.3% | 2026-Q2 |
| Squarepoint Ops LLC added | 142,866 | $1M | 0.3% | 2026-Q2 |
| PVG ASSET MANAGEMENT CORP added | 133,630 | $1M | 0.3% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 130,496 | $1M | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 126,671 | $1M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 125,429 | $988K | 0.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 120,900 | $955K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 115,295 | $911K | 0.2% | 2026-Q2 |
| Centiva Capital, LP new | 100,000 | $790K | 0.2% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 98,930 | $782K | 0.2% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 98,865 | $781K | 0.2% | 2026-Q2 |
| WINTON GROUP Ltd added | 92,000 | $727K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 89,002 | $703K | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 88,421 | $699K | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 84,622 | $669K | 0.2% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC added | 81,219 | $642K | 0.2% | 2026-Q2 |
| Quantbot Technologies LP added | 69,792 | $551K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 68,485 | $541K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. | 64,217 | $519K | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 62,495 | $494K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 60,872 | $481K | 0.1% | 2026-Q2 |
| Straight Path Wealth Management added | 59,500 | $470K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 53,379 | $422K | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 50,165 | $396K | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 50,126 | $396K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 49,522 | $391K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 48,884 | $386K | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 48,258 | $381K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 48,130 | $380K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 47,724 | $377K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 47,374 | $374K | 0.1% | 2026-Q2 |
| SeaCrest Wealth Management, LLC new | 46,009 | $363K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 40,523 | $320K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 36,497 | $288K | 0.1% | 2026-Q2 |
| Sterling Capital Management LLC added | 35,898 | $284K | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 34,390 | $272K | 0.1% | 2026-Q2 |
| State of Wyoming trimmed | 33,619 | $266K | 0.1% | 2026-Q2 |
| VANGUARD GROUP INC added | 3,896,338 | $33M | 8.3% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 943,100 | $8M | 2.0% | 2025-Q4 stale |
| Point72 Asset Management, L.P. added | 472,427 | $4M | 1.0% | 2026-Q1 stale |
| ZACKS INVESTMENT MANAGEMENT added | 267,422 | $2M | 0.5% | 2026-Q1 stale |
| JANE STREET GROUP, LLC added | 230,251 | $2M | 0.5% | 2025-Q4 stale |
| TUDOR INVESTMENT CORP ET AL new | 213,560 | $2M | 0.4% | 2026-Q1 stale |
| Freestone Grove Partners LP added | 171,463 | $1M | 0.3% | 2025-Q1 stale |
| Penserra Capital Management LLC added | 151,190 | $1M | 0.3% | 2026-Q1 stale |
| AXS Investments LLC new | 133,580 | $1M | 0.3% | 2025-Q2 stale |
| Swiss National Bank added | 127,801 | $966K | 0.2% | 2025-Q3 stale |
| JUPITER ASSET MANAGEMENT LTD trimmed | 122,328 | $959K | 0.2% | 2025-Q2 stale |
| PICTON MAHONEY ASSET MANAGEMENT new | 126,353 | $955K | 0.2% | 2025-Q3 stale |
| PL Capital Advisors, LLC trimmed | 100,000 | $789K | 0.2% | 2025-Q1 stale |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 96,226 | $778K | 0.2% | 2026-Q1 stale |
| Nebula Research & Development LLC added | 97,683 | $766K | 0.2% | 2025-Q2 stale |
| CAXTON ASSOCIATES LLP new | 86,667 | $729K | 0.2% | 2025-Q4 stale |
| LSV ASSET MANAGEMENT added | 78,380 | $633K | 0.2% | 2026-Q1 stale |
| Informed Momentum Co LLC new | 72,293 | $584K | 0.1% | 2026-Q1 stale |
| RAYMOND JAMES FINANCIAL INC added | 67,684 | $512K | 0.1% | 2025-Q3 stale |
| STATE OF WISCONSIN INVESTMENT BOARD new | 61,175 | $480K | 0.1% | 2025-Q2 stale |
| Bridgewater Associates, LP new | 44,713 | $338K | 0.1% | 2025-Q3 stale |
| GSA CAPITAL PARTNERS LLP added | 34,517 | $290K | 0.1% | 2025-Q4 stale |
| AlphaQuest LLC added | 33,545 | $282K | 0.1% | 2025-Q4 stale |
| Point72 (DIFC) Ltd new | 35,789 | $271K | 0.1% | 2025-Q3 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.