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Institutional Ownership · SEC Form 13F

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.

319
Institutional holders
60,645,933
Shares held (tracked funds)
78.1%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added9,670,929$295M13.6%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added7,729,381$235M10.9%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new7,026,951$214M9.9%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new3,400,538$104M4.8%2026-Q1
STATE STREET CORP trimmed2,678,056$82M3.8%2026-Q1
FMR LLC trimmed2,103,603$64M3.0%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added2,067,116$63M2.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,404,159$43M2.0%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed1,281,987$39M1.8%2026-Q1
GOLDMAN SACHS GROUP INC added1,099,716$33M1.5%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,071,380$33M1.5%2026-Q1
Qube Research & Technologies Ltd trimmed931,340$28M1.3%2026-Q1
NORTHERN TRUST CORP added913,955$28M1.3%2026-Q1
CENTERSQUARE INVESTMENT MANAGEMENT LLC trimmed785,528$24M1.1%2026-Q1
TWO SIGMA INVESTMENTS, LP added733,215$22M1.0%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed722,192$22M1.0%2026-Q1
DEPRINCE RACE & ZOLLO INC trimmed717,682$22M1.0%2026-Q1
Vision Capital Corp trimmed716,866$22M1.0%2026-Q1
Nuveen, LLC added714,189$22M1.0%2026-Q1
JPMORGAN CHASE & CO trimmed541,219$17M0.8%2026-Q1
Aberdeen Group plc trimmed518,580$16M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new501,718$15M0.7%2026-Q1
NEUBERGER BERMAN GROUP LLC trimmed482,619$15M0.7%2026-Q1
CHILTON CAPITAL MANAGEMENT LLC trimmed424,434$13M0.6%2026-Q1
Mitsubishi UFJ Trust & Banking Corp added410,234$12M0.6%2026-Q1
Legal & General Group Plc trimmed403,844$12M0.6%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added375,090$11M0.5%2026-Q1
SG Americas Securities, LLC added373,157$11M0.5%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed346,266$11M0.5%2026-Q1
GLENMEDE TRUST CO NA trimmed342,008$10M0.5%2026-Q1
Bank of New York Mellon Corp added338,102$10M0.5%2026-Q1
Adelante Capital Management LLC added330,036$10M0.5%2026-Q1
AMERIPRISE FINANCIAL INC trimmed329,826$10M0.5%2026-Q1
B&I Capital AG added310,250$9M0.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added283,609$9M0.4%2026-Q1
Russell Investments Group, Ltd. trimmed249,366$8M0.4%2026-Q1
BANK OF AMERICA CORP /DE/ added244,896$7M0.3%2026-Q1
CITADEL ADVISORS LLC added226,176$7M0.3%2026-Q1
MORGAN STANLEY trimmed220,740$7M0.3%2026-Q1
D. E. Shaw & Co., Inc. added200,025$6M0.3%2026-Q1
Invesco Ltd. added194,240$6M0.3%2026-Q1
LPL Financial LLC trimmed171,767$5M0.2%2026-Q1
GSI Capital Advisors LLC added165,476$5M0.2%2026-Q1
WATERFALL ASSET MANAGEMENT, LLC new164,962$5M0.2%2026-Q1
PICTON MAHONEY ASSET MANAGEMENT added159,552$5M0.2%2026-Q1
JANE STREET GROUP, LLC trimmed158,741$5M0.2%2026-Q1
Swiss National Bank153,100$5M0.2%2026-Q1
BARCLAYS PLC trimmed145,555$4M0.2%2026-Q1
HSBC HOLDINGS PLC added144,211$4M0.2%2026-Q1
Asset Management One Co., Ltd. trimmed142,036$4M0.2%2026-Q1
Verition Fund Management LLC trimmed139,760$4M0.2%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added132,975$4M0.2%2026-Q1
SummitTX Capital, L.P. added124,750$4M0.2%2026-Q1
UBS Group AG trimmed123,387$4M0.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed122,000$4M0.2%2026-Q1
FIRST TRUST ADVISORS LP added121,560$4M0.2%2026-Q1
NOMURA ASSET MANAGEMENT CO LTD added119,580$4M0.2%2026-Q1
MARSHALL WACE, LLP trimmed119,155$4M0.2%2026-Q1
ROYAL BANK OF CANADA trimmed112,842$3M0.2%2026-Q1
FJ Capital Management LLC trimmed111,953$3M0.2%2026-Q1
RHUMBLINE ADVISERS trimmed106,587$3M0.1%2026-Q1
SEI INVESTMENTS CO added106,373$3M0.1%2026-Q1
PANAGORA ASSET MANAGEMENT INC added103,998$3M0.1%2026-Q1
MARTINGALE ASSET MANAGEMENT L P trimmed103,528$3M0.1%2026-Q1
FRANKLIN RESOURCES INC trimmed101,939$3M0.1%2026-Q1
DEUTSCHE BANK AG\ added101,839$3M0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed97,809$3M0.1%2026-Q1
Quantinno Capital Management LP added95,087$3M0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed94,252$3M0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed93,165$3M0.1%2026-Q1
Thrivent Financial for Lutherans added90,766$3M0.1%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed83,624$3M0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added83,070$3M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed89,117$3M0.1%2026-Q1
State of New Jersey Common Pension Fund D77,168$2M0.1%2026-Q1
Vanguard Investments Australia, Ltd. new72,512$2M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed70,687$2M0.1%2026-Q1
Cetera Investment Advisers added69,809$2M0.1%2026-Q1
Corient Private Wealth LLC added66,434$2M0.1%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added64,239$2M0.1%2026-Q1
Zurcher Kantonalbank (Zurich Cantonalbank) added61,163$2M0.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed60,309$2M0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed59,718$2M0.1%2026-Q1
HARBOR CAPITAL ADVISORS, INC. trimmed56,361$2M0.1%2026-Q1
STRS OHIO added56,300$2M0.1%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added53,337$2M0.1%2026-Q1
VANGUARD GROUP INC trimmed10,500,648$296M13.7%2025-Q4 stale
Hudson Bay Capital Management LP trimmed740,690$21M1.0%2025-Q4 stale
Schonfeld Strategic Advisors LLC added661,897$19M0.9%2025-Q1 stale
Alyeska Investment Group, L.P. added508,394$14M0.6%2025-Q2 stale
Glenmede Investment Management, LP new394,752$11M0.5%2025-Q3 stale
BALYASNY ASSET MANAGEMENT L.P. trimmed193,373$6M0.3%2025-Q3 stale
VIRGINIA RETIREMENT SYSTEMS ET Al added178,200$5M0.2%2025-Q4 stale
Apollo Management Holdings, L.P. new160,580$5M0.2%2025-Q4 stale
DARK FOREST CAPITAL MANAGEMENT LP added120,795$4M0.2%2025-Q1 stale
NORGES BANK trimmed103,300$3M0.1%2025-Q3 stale
Employees Retirement System of Texas added94,497$3M0.1%2025-Q1 stale
Connor, Clark & Lunn Investment Management Ltd. trimmed93,938$3M0.1%2025-Q3 stale
Jackson Creek Investment Advisors LLC trimmed58,573$2M0.1%2025-Q3 stale
ALGERT GLOBAL LLC trimmed61,118$2M0.1%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.

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.

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