Who owns IVT (IVT)
Which tracked institutional funds hold IVT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IVT 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
69 tracked funds added or opened IVT while 38 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
IVT’s largest tracked holder by dollar value, VANGUARD GROUP 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 IVT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IVT 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 319 tracked filers holding IVT, 154 increased or opened the position and 127 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 IVT 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 18
- VANGUARD PORTFOLIO MANAGEMENT LLC$214M
- VANGUARD CAPITAL MANAGEMENT LLC$104M
- VANGUARD FIDUCIARY TRUST CO$15M
- WATERFALL ASSET MANAGEMENT, LLC$5M
- JANE STREET GROUP, LLC$5M
- Verition Fund Management LLC$4M
Full exits 10
- VANGUARD GROUP INC$296M
- Hudson Bay Capital Management LP$21M
- VIRGINIA RETIREMENT SYSTEMS ET Al$5M
- Apollo Management Holdings, L.P.$5M
- TEACHER RETIREMENT SYSTEM OF TEXAS$2M
- Man Group plc$2M
Largest adds
- PRINCIPAL FINANCIAL GROUP INC$61M
- BlackRock, Inc.$32M
- TWO SIGMA INVESTMENTS, LP$21M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$9M
- GOLDMAN SACHS GROUP INC$7M
- GEODE CAPITAL MANAGEMENT, LLC$6M
Largest trims
- MILLENNIUM MANAGEMENT LLC$15M
- CENTERSQUARE INVESTMENT MANAGEMENT LLC$12M
- Vision Capital Corp$7M
- SCHRODER INVESTMENT MANAGEMENT GROUP$5M
- DEPRINCE RACE & ZOLLO INC$5M
- M&T Bank Corp$4M
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 | 9,670,929 | $295M | 13.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 7,729,381 | $235M | 10.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 7,026,951 | $214M | 9.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,400,538 | $104M | 4.8% | 2026-Q1 |
| STATE STREET CORP trimmed | 2,678,056 | $82M | 3.8% | 2026-Q1 |
| FMR LLC trimmed | 2,103,603 | $64M | 3.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,067,116 | $63M | 2.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,404,159 | $43M | 2.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,281,987 | $39M | 1.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,099,716 | $33M | 1.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,071,380 | $33M | 1.5% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 931,340 | $28M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 913,955 | $28M | 1.3% | 2026-Q1 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC trimmed | 785,528 | $24M | 1.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 733,215 | $22M | 1.0% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 722,192 | $22M | 1.0% | 2026-Q1 |
| DEPRINCE RACE & ZOLLO INC trimmed | 717,682 | $22M | 1.0% | 2026-Q1 |
| Vision Capital Corp trimmed | 716,866 | $22M | 1.0% | 2026-Q1 |
| Nuveen, LLC added | 714,189 | $22M | 1.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 541,219 | $17M | 0.8% | 2026-Q1 |
| Aberdeen Group plc trimmed | 518,580 | $16M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 501,718 | $15M | 0.7% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 482,619 | $15M | 0.7% | 2026-Q1 |
| CHILTON CAPITAL MANAGEMENT LLC trimmed | 424,434 | $13M | 0.6% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp added | 410,234 | $12M | 0.6% | 2026-Q1 |
| Legal & General Group Plc trimmed | 403,844 | $12M | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 375,090 | $11M | 0.5% | 2026-Q1 |
| SG Americas Securities, LLC added | 373,157 | $11M | 0.5% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 346,266 | $11M | 0.5% | 2026-Q1 |
| GLENMEDE TRUST CO NA trimmed | 342,008 | $10M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 338,102 | $10M | 0.5% | 2026-Q1 |
| Adelante Capital Management LLC added | 330,036 | $10M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 329,826 | $10M | 0.5% | 2026-Q1 |
| B&I Capital AG added | 310,250 | $9M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 283,609 | $9M | 0.4% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 249,366 | $8M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 244,896 | $7M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 226,176 | $7M | 0.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 220,740 | $7M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 200,025 | $6M | 0.3% | 2026-Q1 |
| Invesco Ltd. added | 194,240 | $6M | 0.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 171,767 | $5M | 0.2% | 2026-Q1 |
| GSI Capital Advisors LLC added | 165,476 | $5M | 0.2% | 2026-Q1 |
| WATERFALL ASSET MANAGEMENT, LLC new | 164,962 | $5M | 0.2% | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT added | 159,552 | $5M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 158,741 | $5M | 0.2% | 2026-Q1 |
| Swiss National Bank | 153,100 | $5M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 145,555 | $4M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 144,211 | $4M | 0.2% | 2026-Q1 |
| Asset Management One Co., Ltd. trimmed | 142,036 | $4M | 0.2% | 2026-Q1 |
| Verition Fund Management LLC trimmed | 139,760 | $4M | 0.2% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 132,975 | $4M | 0.2% | 2026-Q1 |
| SummitTX Capital, L.P. added | 124,750 | $4M | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 123,387 | $4M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 122,000 | $4M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 121,560 | $4M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 119,580 | $4M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 119,155 | $4M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 112,842 | $3M | 0.2% | 2026-Q1 |
| FJ Capital Management LLC trimmed | 111,953 | $3M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 106,587 | $3M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 106,373 | $3M | 0.1% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 103,998 | $3M | 0.1% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P trimmed | 103,528 | $3M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 101,939 | $3M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 101,839 | $3M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 97,809 | $3M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 95,087 | $3M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 94,252 | $3M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 93,165 | $3M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 90,766 | $3M | 0.1% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 83,624 | $3M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 83,070 | $3M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 89,117 | $3M | 0.1% | 2026-Q1 |
| State of New Jersey Common Pension Fund D | 77,168 | $2M | 0.1% | 2026-Q1 |
| Vanguard Investments Australia, Ltd. new | 72,512 | $2M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 70,687 | $2M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 69,809 | $2M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 66,434 | $2M | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 64,239 | $2M | 0.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 61,163 | $2M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 60,309 | $2M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 59,718 | $2M | 0.1% | 2026-Q1 |
| HARBOR CAPITAL ADVISORS, INC. trimmed | 56,361 | $2M | 0.1% | 2026-Q1 |
| STRS OHIO added | 56,300 | $2M | 0.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 53,337 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 10,500,648 | $296M | 13.7% | 2025-Q4 stale |
| Hudson Bay Capital Management LP trimmed | 740,690 | $21M | 1.0% | 2025-Q4 stale |
| Schonfeld Strategic Advisors LLC added | 661,897 | $19M | 0.9% | 2025-Q1 stale |
| Alyeska Investment Group, L.P. added | 508,394 | $14M | 0.6% | 2025-Q2 stale |
| Glenmede Investment Management, LP new | 394,752 | $11M | 0.5% | 2025-Q3 stale |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 193,373 | $6M | 0.3% | 2025-Q3 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 178,200 | $5M | 0.2% | 2025-Q4 stale |
| Apollo Management Holdings, L.P. new | 160,580 | $5M | 0.2% | 2025-Q4 stale |
| DARK FOREST CAPITAL MANAGEMENT LP added | 120,795 | $4M | 0.2% | 2025-Q1 stale |
| NORGES BANK trimmed | 103,300 | $3M | 0.1% | 2025-Q3 stale |
| Employees Retirement System of Texas added | 94,497 | $3M | 0.1% | 2025-Q1 stale |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 93,938 | $3M | 0.1% | 2025-Q3 stale |
| Jackson Creek Investment Advisors LLC trimmed | 58,573 | $2M | 0.1% | 2025-Q3 stale |
| ALGERT GLOBAL LLC trimmed | 61,118 | $2M | 0.1% | 2025-Q2 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.