54 tracked 13F filers disclose a position in IFV as of the latest SEC 13F filings, a combined $186.3M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $32.1M | 1.3M | ▼−24% Reduced · −410K sh | Q1 2026 | |
| 2 | Concurrent Investment Advisors, LLC | $32.7M | 1.2M | ▲New +1.2M sh | Q2 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $25.0M | 989K | ▼−9.7% Reduced · −106K sh | Q1 2026 | |
| 4 | NewEdge Advisors, LLC | $19.8M | 783K | ▲+50% Added · +262K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $13.2M | 521K | ▲+70% Added · +215K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $8.0M | 315K | ▲+9.3% Added · +27K sh | Q1 2026 | |
| 7 | Kingsview Wealth Management, LLC | $7.6M | 299K | ▲New +299K sh | Q1 2026 | |
| 8 | Prospera Financial Services Inc | $7.3M | 272K | ▼−9.1% Reduced · −27K sh | Q2 2026 | |
| 9 | UBS Group AG | $5.8M | 228K | ▲+37% Added · +61K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $5.6M | 223K | ▲+6.4% Added · +13K sh | Q1 2026 | |
| 11 | BENJAMIN EDWARDS INC | $5.8M | 214K | ▼−5.4% Reduced · −12K sh | Q2 2026 | |
| 12 | Trueblood Wealth Management, LLC | $2.7M | 99K | ▲+3.0% Added · +3K sh | Q2 2026 | |
| 13 | STIFEL FINANCIAL CORP | $2.1M | 82K | ▼−1.6% Reduced · −1K sh | Q1 2026 | |
| 14 | PFG Investments, LLC | $2.0M | 80K | ▲+164% Added · +50K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $1.8M | 72K | ▲+20% Added · +12K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $1.6M | 65K | ▲New +65K sh | Q1 2026 | |
| 17 | MML INVESTORS SERVICES, LLC | $1.1M | 45K | ▼−10.0% Reduced · −5K sh | Q1 2026 | |
| 18 | Steward Partners Investment Advisory, LLC | $1.1M | 44K | ▲+153% Added · +27K sh | Q1 2026 | |
| 19 | Rockefeller Capital Management L.P. | $1.1M | 44K | ▲~0% Added · +1 sh | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $904K | 36K | ▼−6.8% Reduced · −3K sh | Q1 2026 | |
| 21 | Pine Valley Investments Ltd Liability Co | $909K | 34K | ▼−0.3% Reduced · −108 sh | Q2 2026 | |
| 22 | CITADEL ADVISORS LLC | $807K | 32K | ▼−51% Reduced · −33K sh | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $725K | 29K | ▲+127% Added · +16K sh | Q1 2026 | |
| 24 | Arkadios Wealth Advisors | $631K | 25K | ▼−20% Reduced · −6K sh | Q1 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $614K | 24K | ▼−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, 3 funds opened a new position in IFV and 4 added to an existing one, while 6 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 23 funds | $11.7B |
| APPLE INCAAPL | 23 funds | $10.6B |
| ISHARES CORE S&P 500 ETFIVV | 23 funds | $9.3B |
| MICROSOFT CORPMSFT | 23 funds | $8.0B |
| AMAZON.COM INCAMZN | 23 funds | $6.8B |
| ALPHABET INC-CL AGOOGL | 23 funds | $6.0B |
| BROADCOM INCAVGO | 23 funds | $4.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 23 funds | $4.8B |
| JPMORGAN CHASE & COJPM | 23 funds | $4.3B |
| META PLATFORMS INC-CLASS AMETA | 23 funds | $4.2B |
| ALPHABET INC-CL CGOOG | 23 funds | $3.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 23 funds | $2.9B |
Ranked by how many of IFV's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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 + end-of-day price history + the live filing stream, joined for IFV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.