Among active 13F managers last quarter, 4 opened and 5 added, while 5 reduced; the largest holder to move was Concurrent Investment Advisors, LLC (new position).
61 tracked 13F filers disclose a position in IFV as of the latest SEC 13F filings, a combined $185.6M 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 | Morgan Stanley | 1.3M | $32.1M | ▼−24% Reduced · −410K sh | Q1 2026 | |
| 2 | Concurrent Investment Advisors, LLC | 1.2M | $32.7M | ▲New +1.2M sh | Q2 2026 | |
| 3 | Wells Fargo & Company | 989K | $25.0M | ▼−9.7% Reduced · −106K sh | Q1 2026 | |
| 4 | NewEdge Advisors, LLC | 793K | $21.4M | ▲+1.4% Added · +11K sh | Q2 2026 | |
| 5 | Raymond James Financial Inc | 521K | $13.2M | ▲+70% Added · +215K sh | Q1 2026 | |
| 6 | Bank Of America Corp | 315K | $8.0M | ▲+9.3% Added · +27K sh | Q1 2026 | |
| 7 | Prospera Financial Services Inc | 272K | $7.3M | ▼−9.1% Reduced · −27K sh | Q2 2026 | |
| 8 | UBS Group AG | 228K | $5.8M | ▲+37% Added · +61K sh | Q1 2026 | |
| 9 | LPL Financial LLC | 223K | $5.6M | ▲+6.4% Added · +13K sh | Q1 2026 | |
| 10 | Benjamin Edwards Inc | 214K | $5.8M | ▼−5.4% Reduced · −12K sh | Q2 2026 | |
| 11 | Trueblood Wealth Management, LLC | 99K | $2.7M | ▲+3.0% Added · +3K sh | Q2 2026 | |
| 12 | Genesee Capital Advisors, LLC | 94K | $2.5M | ▼−0.8% Reduced · −732 sh | Q2 2026 | |
| 13 | Stifel Financial Corp | 82K | $2.1M | ▼−1.6% Reduced · −1K sh | Q1 2026 | |
| 14 | PFG Investments, LLC | 80K | $2.0M | ▲+164% Added · +50K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | 72K | $1.8M | ▲+20% Added · +12K sh | Q1 2026 | |
| 16 | Goldman Sachs Group Inc | 65K | $1.6M | ▲New +65K sh | Q1 2026 | |
| 17 | MML Investors Services, LLC | 49K | $1.3M | ▲+10% Added · +5K sh | Q2 2026 | |
| 18 | Kiker Wealth Management, LLC | 47K | $1.3M | ▼−1.7% Reduced · −829 sh | Q2 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | 46K | $1.2M | ▲+3.7% Added · +2K sh | Q2 2026 | |
| 20 | Rockefeller Capital Management L.P. | 44K | $1.1M | ▲~0% Added · +1 sh | Q1 2026 | |
| 21 | Smith, Moore & Co. | 40K | $1.1M | ▲+3.9% Added · +1K sh | Q2 2026 | |
| 22 | Osaic Holdings, Inc. | 36K | $904K | ▼−6.8% Reduced · −3K sh | Q1 2026 | |
| 23 | Pine Valley Investments Ltd Liability Co | 34K | $909K | ▼−0.3% Reduced · −108 sh | Q2 2026 | |
| 24 | Royal Bank Of Canada | 29K | $725K | ▲+127% Added · +16K sh | Q1 2026 | |
| 25 | Commonwealth Equity Services, LLC | 24K | $614K | ▼−2.8% Reduced · −692 sh | Q1 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 IFV and 5 added to an existing one, while 5 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 | 25 funds | $6.3B |
| Apple IncAAPL | 25 funds | $5.0B |
| Amazon.com IncAMZN | 25 funds | $3.3B |
| Microsoft CorpMSFT | 25 funds | $3.1B |
| Broadcom IncAVGO | 25 funds | $2.3B |
| Alphabet Inc-CL AGOOGL | 25 funds | $2.2B |
| JPMorgan Chase & CoJPM | 25 funds | $1.7B |
| Home Depot IncHD | 25 funds | $872.5M |
| Unitedhealth Group IncUNH | 25 funds | $640.6M |
| Ishares Russell 2000 ETFIWM | 25 funds | $515.0M |
| McDonald's CorpMCD | 25 funds | $343.1M |
| Meta Platforms Inc-Class AMETA | 24 funds | $1.8B |
Ranked by how many of IFV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IFV.
No filings captured for this ticker in the live stream yet.
Connected entities for IFV
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/IFV/capital-change-brief"
Use Arkolith's capital_change_brief for IFV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for IFV. Filings are public domain, sourced to SEC EDGAR.