Who owns IVVW
Which tracked institutional funds hold IVVW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IVVW 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
The tracked-fund tape on IVVW is one-sided between 2026-Q1 and 2026-Q2: 10 added or opened and 1 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
IVVW’s largest tracked holder by dollar value, SUMITOMO LIFE INSURANCE CO, sizes it at 2.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IVVW 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 29 tracked filers holding IVVW, 23 increased or opened the position and 4 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 IVVW 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
- OLD MISSION CAPITAL LLC$3M
Largest adds
- BlackRock, Inc.$37M
- SUMITOMO LIFE INSURANCE CO$3M
- OSAIC HOLDINGS, INC.$2M
- ASSETMARK, INC$2M
- RAYMOND JAMES FINANCIAL INC$1M
- Cetera Investment Advisers$840K
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$794K
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 |
|---|---|---|---|---|
| SUMITOMO LIFE INSURANCE CO | 3,030,000 | $135M | 56.5% | 2026-Q2 |
| BlackRock, Inc. added | 1,408,036 | $63M | 26.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 135,877 | $6M | 2.5% | 2026-Q2 |
| Cetera Investment Advisers added | 133,050 | $6M | 2.5% | 2026-Q2 |
| ASSETMARK, INC added | 124,340 | $6M | 2.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 115,289 | $5M | 2.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 61,785 | $3M | 1.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 57,644 | $3M | 1.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 57,493 | $3M | 1.1% | 2026-Q2 |
| Retirement Planning Group, LLC added | 51,987 | $2M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 26,861 | $1M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 17,199 | $767K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 15,011 | $669K | 0.3% | 2026-Q2 |
| Insight Wealth Strategies, LLC trimmed | 12,595 | $562K | 0.2% | 2026-Q2 |
| GARRISON BRADFORD & ASSOCIATES INC added | 10,408 | $461K | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ new | 9,536 | $425K | 0.2% | 2026-Q2 |
| Summit Financial, LLC | 5,354 | $239K | 0.1% | 2026-Q2 |
| Strategic Blueprint, LLC new | 5,025 | $224K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 4,579 | $204K | 0.1% | 2026-Q2 |
| LPL Financial LLC new | 4,513 | $201K | 0.1% | 2026-Q2 |
| Front Row Advisors LLC new | 2,500 | $113K | 0.0% | 2026-Q2 |
| Synergy Investment Management, LLC added | 989 | $44K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC added | 621 | $28K | 0.0% | 2026-Q2 |
| Meramec Financial Planners, LLC new | 42 | $2K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC | 39 | $2K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc new | 35 | $2K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 6 | $268 | 0.0% | 2026-Q2 |
| MORGAN STANLEY new | 4 | $178 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 0 | $15 | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 7,874 | $344K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. trimmed | 127 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 4,550 | $207K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Smartleaf Asset Management LLC | 17 | $775 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FMR LLC | 1 | $47 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Granite Bay Wealth Management, LLC added | 42,764 | $2M | 0.8% | 2025-Q2 stale (4 quarters behind) |
| CITADEL ADVISORS LLC added | 8,661 | $398K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Samalin Investment Counsel, LLC new | 4,377 | $201K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Park Square Financial Group, LLC added | 48 | $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.