Among active 13F managers last quarter, 4 opened and 7 added, while 6 reduced; the largest holder to move was Biltmore Family Office, LLC (−13%).
65 tracked 13F filers disclose a position in IDRV as of the latest SEC 13F filings, a combined $35.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PNC Financial Services Group, Inc. | 192K | $7.4M | ▼−45% Reduced · −157K sh | Q1 2026 | |
| 2 | Morgan Stanley | 139K | $5.4M | ▲+4.6% Added · +6K sh | Q1 2026 | |
| 3 | Stratos Wealth Partners, LTD. | 102K | $3.9M | ▲New +102K sh | Q2 2026 | |
| 4 | Bank Of America Corp | 75K | $2.9M | ▼−9.6% Reduced · −8K sh | Q1 2026 | |
| 5 | Susquehanna International Group, LLP | 68K | $2.6M | ▲+22% Added · +12K sh | Q1 2026 | |
| 6 | LPL Financial LLC | 52K | $2.0M | ▼−2.2% Reduced · −1K sh | Q1 2026 | |
| 7 | Biltmore Family Office, LLC | 39K | $1.5M | ▼−13% Reduced · −6K sh | Q2 2026 | |
| 8 | One Wealth Map LLC | 33K | $1.2M | ▲+3.1% Added · +992 sh | Q2 2026 | |
| 9 | GTS Securities LLC | 27K | $1.1M | ▲+237% Added · +19K sh | Q1 2026 | |
| 10 | Commonwealth Equity Services, LLC | 21K | $824K | ▲+15% Added · +3K sh | Q1 2026 | |
| 11 | Jane Street Group, LLC | 18K | $712K | ▼−21% Reduced · −5K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | 18K | $690K | ▼−24% Reduced · −6K sh | Q1 2026 | |
| 13 | Ameriprise Financial Inc | 15K | $594K | ▼−10% Reduced · −2K sh | Q1 2026 | |
| 14 | Kestra Advisory Services, LLC | 14K | $520K | ▼−13% Reduced · −2K sh | Q2 2026 | |
| 15 | Wealthfront Advisers LLC | 13K | $481K | ▼−1.6% Reduced · −202 sh | Q2 2026 | |
| 16 | Jones Financial Companies LLLP | 12K | $449K | ▲+13% Added · +1K sh | Q1 2026 | |
| 17 | Royal Bank Of Canada | 11K | $414K | ▼−9.5% Reduced · −1K sh | Q1 2026 | |
| 18 | Wealth Enhancement Advisory Services, LLC | 11K | $397K | ▼−6.4% Reduced · −735 sh | Q2 2026 | |
| 19 | UBS Group AG | 10K | $376K | ▼−22% Reduced · −3K sh | Q1 2026 | |
| 20 | Merit Financial Group, LLC | 9K | $340K | ▼−4.9% Reduced · −463 sh | Q2 2026 | |
| 21 | Wells Fargo & Company | 8K | $316K | ▼−9.3% Reduced · −837 sh | Q1 2026 | |
| 22 | Creative Planning | 6K | $244K | ▼−0.4% Reduced · −23 sh | Q1 2026 | |
| 23 | WealthSpring Partners, LLC | 6K | $233K | ▲+3.8% Added · +227 sh | Q2 2026 | |
| 24 | Osaic Holdings, Inc. | 6K | $217K | ▼−0.1% Reduced · −8 sh | Q1 2026 | |
| 25 | Allspring Global Investments Holdings, LLC | 2K | $86K | ▲New +2K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in IDRV and 7 added to an existing one, while 6 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 27 funds | $8.1B |
| Apple IncAAPL | 27 funds | $7.2B |
| Microsoft CorpMSFT | 27 funds | $5.2B |
| Amazon.com IncAMZN | 27 funds | $4.1B |
| Alphabet Inc-CL AGOOGL | 27 funds | $3.6B |
| Meta Platforms Inc-Class AMETA | 27 funds | $2.3B |
| JPMorgan Chase & CoJPM | 27 funds | $1.2B |
| Johnson & JohnsonJNJ | 27 funds | $1.1B |
| Berkshire Hathaway Inc-CL BBRK/B | 27 funds | $961.4M |
| SS SPDR S&P 500 ETF Trust-USSPY | 27 funds | $779.6M |
| Cisco Systems IncCSCO | 27 funds | $535.7M |
| Home Depot IncHD | 27 funds | $530.3M |
Ranked by how many of IDRV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IDRV.
| Class | 13F holders | Value held |
|---|---|---|
| USHYmc | 598 funds | $22.3B |
| EAGGmc | 437 funds | $3.8B |
| ESMLmc | 426 funds | $1.6B |
| IFRAmc | 403 funds | $1.8B |
| IBDSmc | 401 funds | $2.6B |
| IBDTmc | 397 funds | $2.7B |
| ARTYmc | 359 funds | $1.1B |
| SYSBmc | 261 funds | $1.0B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for IDRV
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IDRV/capital-change-brief"
Use Arkolith's capital_change_brief for IDRV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IDRV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.