Who owns IVVM
Which tracked institutional funds hold IVVM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IVVM 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
8 tracked funds added or opened IVVM while 4 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
IVVM’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 IVVM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IVVM 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 35 tracked filers holding IVVM, 21 increased or opened the position and 15 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 IVVM 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 1
- PFG Investments, LLC$1M
Full exits 2
- OLD MISSION CAPITAL LLC$2M
- BIP Wealth, LLC$1M
Largest adds
- BlackRock, Inc.$3M
- FOUNDERS FINANCIAL SECURITIES LLC$803K
- NewEdge Advisors, LLC$727K
- RAYMOND JAMES FINANCIAL INC$608K
- Envestnet Portfolio Solutions, Inc.$599K
- CRA Financial Services, LLC$381K
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$2M
- CAPTRUST FINANCIAL ADVISORS$885K
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 | 1,065,711 | $39M | 29.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 724,237 | $27M | 20.0% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 437,284 | $16M | 12.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 224,671 | $8M | 6.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 162,000 | $6M | 4.5% | 2026-Q2 |
| CRA Financial Services, LLC trimmed | 155,877 | $6M | 4.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 114,901 | $4M | 3.2% | 2026-Q2 |
| Vavra Capital Management, LLC added | 103,066 | $4M | 2.8% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 70,653 | $3M | 1.9% | 2026-Q2 |
| COMPASS CAPITAL CORP /MA/ /ADV added | 64,325 | $2M | 1.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 48,670 | $2M | 1.3% | 2026-Q2 |
| PFG Investments, LLC new | 36,288 | $1M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers added | 32,249 | $1M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 28,187 | $1M | 0.8% | 2026-Q2 |
| LifeGoal Investments, LLC added | 24,372 | $901K | 0.7% | 2026-Q2 |
| Brookstone Capital Management added | 20,867 | $771K | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 20,223 | $747K | 0.6% | 2026-Q2 |
| COFG Advisors, LLC added | 17,016 | $629K | 0.5% | 2026-Q2 |
| Savvy Advisors, Inc. new | 9,288 | $343K | 0.3% | 2026-Q2 |
| Chatterton & Associates Inc. | 8,042 | $299K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 7,185 | $266K | 0.2% | 2026-Q2 |
| GWN SECURITIES INC. trimmed | 6,209 | $229K | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp new | 5,804 | $214K | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 5,783 | $214K | 0.2% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 5,433 | $201K | 0.1% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 5,433 | $201K | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC | 3,039 | $112K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 2,473 | $91K | 0.1% | 2026-Q2 |
| Harborfront Financial Group LLC new | 2,015 | $74K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,820 | $67K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 783 | $29K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 466 | $17K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 242 | $9K | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 150 | $6K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 1 | $37 | 0.0% | 2026-Q2 |
| OLD MISSION CAPITAL LLC new | 50,453 | $2M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| BIP Wealth, LLC added | 31,105 | $1M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC | 12,117 | $413K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC new | 3,379 | $115K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Shade Tree Advisors LLC new | 10,191 | $355K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| EVOLUTION WEALTH MANAGEMENT INC. new | 55,069 | $2M | 1.4% | 2025-Q3 stale (3 quarters behind) |
| Strategic Blueprint, LLC added | 30,845 | $1M | 0.8% | 2025-Q3 stale (3 quarters behind) |
| PFG Advisors new | 21,954 | $751K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| Sunbelt Securities, Inc. trimmed | 14 | $479 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| GOLDMAN SACHS GROUP INC new | 8,594 | $278K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC new | 6,953 | $225K | 0.2% | 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.