Who owns IVVM (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-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
The tracked-fund tape on IVVM is one-sided between 2025-Q4 and 2026-Q1: 10 added or opened and 3 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
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 2025-Q4 and 2026-Q1, across 32 tracked filers holding IVVM, 19 increased or opened the position and 7 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 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 4
- FOUNDERS FINANCIAL SECURITIES LLC$15M
- OLD MISSION CAPITAL LLC$2M
- Brookstone Capital Management$649K
- COFG Advisors, LLC$524K
Largest adds
- LPL Financial LLC$4M
- ENVESTNET ASSET MANAGEMENT INC$2M
- RAYMOND JAMES FINANCIAL INC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$796K
- COMPASS CAPITAL CORP /MA/ /ADV$587K
- Envestnet Portfolio Solutions, Inc.$369K
Largest trims
- CAPTRUST FINANCIAL ADVISORS$2M
- BlackRock, Inc.$724K
- NewEdge Advisors, LLC$642K
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. | 1,064,500 | $36M | 28.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 831,026 | $28M | 22.4% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC new | 438,365 | $15M | 12.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 225,577 | $8M | 6.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 201,454 | $7M | 5.4% | 2026-Q1 |
| CRA Financial Services, LLC trimmed | 157,704 | $5M | 4.2% | 2026-Q1 |
| LPL Financial LLC added | 123,454 | $4M | 3.3% | 2026-Q1 |
| Vavra Capital Management, LLC added | 102,084 | $3M | 2.7% | 2026-Q1 |
| COMPASS CAPITAL CORP /MA/ /ADV added | 61,880 | $2M | 1.8% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 58,993 | $2M | 1.6% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 50,453 | $2M | 1.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 46,829 | $2M | 1.3% | 2026-Q1 |
| BIP Wealth, LLC added | 31,105 | $1M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers added | 29,056 | $991K | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 26,985 | $920K | 0.7% | 2026-Q1 |
| LifeGoal Investments, LLC trimmed | 20,078 | $688K | 0.5% | 2026-Q1 |
| Brookstone Capital Management new | 19,026 | $649K | 0.5% | 2026-Q1 |
| COFG Advisors, LLC new | 15,354 | $524K | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC | 12,117 | $413K | 0.3% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC new | 10,866 | $371K | 0.3% | 2026-Q1 |
| Chatterton & Associates Inc. | 8,042 | $282K | 0.2% | 2026-Q1 |
| Apollon Wealth Management, LLC new | 6,847 | $234K | 0.2% | 2026-Q1 |
| GWN SECURITIES INC. new | 6,342 | $216K | 0.2% | 2026-Q1 |
| Capital Analysts, LLC new | 3,379 | $115K | 0.1% | 2026-Q1 |
| ASSETMARK, INC trimmed | 3,226 | $110K | 0.1% | 2026-Q1 |
| Clearstead Advisors, LLC | 3,039 | $104K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA new | 1,814 | $62K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 767 | $26K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 20,407 | $20K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC | 492 | $17K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 217 | $7K | 0.0% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 1 | $35 | 0.0% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. new | 55,069 | $2M | 1.5% | 2025-Q3 stale |
| Strategic Blueprint, LLC added | 30,845 | $1M | 0.8% | 2025-Q3 stale |
| PFG Advisors new | 21,954 | $751K | 0.6% | 2025-Q3 stale |
| Shade Tree Advisors LLC new | 10,191 | $355K | 0.3% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC new | 8,594 | $278K | 0.2% | 2025-Q2 stale |
| COMMONWEALTH EQUITY SERVICES, LLC new | 6,953 | $225K | 0.2% | 2025-Q2 stale |
| Ameritas Advisory Services, LLC trimmed | 897 | $31K | 0.0% | 2025-Q3 stale |
| Sunbelt Securities, Inc. trimmed | 14 | $479 | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.