Who owns IVVB
Which tracked institutional funds hold IVVB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IVVB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on IVVB is one-sided between 2026-Q1 and 2026-Q2: 10 added or opened and 2 trimmed or exited — on balance accumulating.
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
IVVB’s largest tracked holder by dollar value, Brevan Howard Capital Management LP, sizes it at 6.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IVVB 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 30 tracked filers holding IVVB, 19 increased or opened the position and 8 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 IVVB 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.
Full exits 2
- BIP Wealth, LLC$1M
- Americana Partners, LLC$920K
Largest adds
- Ashton Thomas Private Wealth, LLC$7M
- Wick Capital Partners, LLC$4M
- RAYMOND JAMES FINANCIAL INC$1M
- PFG Investments, LLC$1M
- BlackRock, Inc.$1M
- NewEdge Advisors, LLC$751K
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 |
|---|---|---|---|---|
| Wick Capital Partners, LLC added | 1,136,138 | $39M | 5.7% | 2026-Q2 |
| BlackRock, Inc. added | 455,542 | $16M | 2.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 270,749 | $9M | 1.4% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 194,019 | $7M | 1.0% | 2026-Q2 |
| Planned Solutions, Inc. trimmed | 167,488 | $6M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 87,233 | $3M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 77,507 | $3M | 0.4% | 2026-Q2 |
| ERn Financial, LLC added | 72,456 | $3M | 0.4% | 2026-Q2 |
| Valmark Advisers, Inc. added | 54,591 | $2M | 0.3% | 2026-Q2 |
| PFG Investments, LLC added | 50,370 | $2M | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 31,934 | $1M | 0.2% | 2026-Q2 |
| Csenge Advisory Group added | 31,234 | $1M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 22,324 | $773K | 0.1% | 2026-Q2 |
| Formidable Asset Management, LLC trimmed | 23,621 | $757K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 17,770 | $615K | 0.1% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 16,090 | $557K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV | 14,800 | $513K | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. added | 9,920 | $344K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 6,600 | $229K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 6,211 | $215K | 0.0% | 2026-Q2 |
| Integrated Advisors Network LLC new | 5,840 | $202K | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC | 3,173 | $110K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1,901 | $66K | 0.0% | 2026-Q2 |
| Operose Advisors LLC new | 1,882 | $65K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,255 | $43K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 791 | $27K | 0.0% | 2026-Q2 |
| Harborfront Financial Group LLC new | 715 | $25K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 345 | $12K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 140 | $5K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 54 | $2K | 0.0% | 2026-Q2 |
| BIP Wealth, LLC added | 32,562 | $1M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Americana Partners, LLC trimmed | 28,713 | $920K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Ameritas Advisory Services, LLC trimmed | 7,501 | $240K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Vantage Financial Partners, LLC trimmed | 89,010 | $3M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| HighTower Advisors, LLC added | 10,871 | $360K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC trimmed | 6,119 | $202K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 1,744 | $58K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 1,576 | $52K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Wallace Advisory Group, LLC trimmed | 43,960 | $1M | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Strategic Blueprint, LLC trimmed | 32,084 | $1M | 0.2% | 2025-Q3 stale (3 quarters behind) |
| KM Capital Management Ltd. | 14,800 | $484K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| OLD MISSION CAPITAL LLC trimmed | 14,059 | $460K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Focus Partners Advisor Solutions, LLC new | 6,474 | $216K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Diversify Advisory Services, LLC trimmed | 6,014 | $200K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 1,600 | $52K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG trimmed | 12 | $393 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Brevan Howard Capital Management LP new | 60,706,457 | $461M | 67.1% | 2025-Q2 stale (4 quarters behind) |
| 3EDGE Asset Management, LP trimmed | 2,960,255 | $92M | 13.4% | 2025-Q2 stale (4 quarters behind) |
| Cambridge Investment Research Advisors, Inc. added | 271,787 | $8M | 1.2% | 2025-Q2 stale (4 quarters behind) |
| Alliance Wealth Advisors, LLC /UT added | 152,930 | $5M | 0.7% | 2025-Q2 stale (4 quarters behind) |
| Portside Wealth Group, LLC added | 90,638 | $3M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| CERTIOR FINANCIAL GROUP, LLC added | 85,061 | $3M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Cerity Partners LLC | 73,774 | $2M | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Arete Wealth Advisors, LLC new | 59,663 | $2M | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Matrix Trust Co added | 42,028 | $1M | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Prosperity Consulting Group, LLC | 33,277 | $1M | 0.2% | 2025-Q2 stale (4 quarters behind) |
| NORDEN GROUP LLC added | 28,782 | $893K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 23,485 | $733K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Financial Network Wealth Advisors LLC added | 16,022 | $497K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| TOWNSQUARE CAPITAL LLC trimmed | 14,018 | $435K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Gibbs Wealth Management added | 10,877 | $337K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| REGIMEN WEALTH, LLC | 8,948 | $277K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 7,829 | $250K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Modern Wealth Management, LLC new | 6,502 | $202K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Geneos Wealth Management Inc. | 65 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.