Among active 13F managers last quarter, 2 opened and 9 added, while 9 reduced; the largest holder to move was Neuberger Berman Group LLC (+60%).
64 tracked 13F filers disclose a position in IMVP as of the latest SEC 13F filings, a combined $49.3M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp | 621K | $12.8M | ▼−11% Reduced · −74K sh | Q1 2026 | |
| 2 | Morgan Stanley | 217K | $4.4M | ▼−6.9% Reduced · −16K sh | Q1 2026 | |
| 3 | Ameriprise Financial Inc | 206K | $4.2M | ▼−9.3% Reduced · −21K sh | Q1 2026 | |
| 4 | Wells Fargo & Company | 151K | $3.1M | ▼−1.8% Reduced · −3K sh | Q1 2026 | |
| 5 | Neuberger Berman Group LLC | 107K | $2.2M | ▲+60% Added · +40K sh | Q1 2026 | |
| 6 | LPL Financial LLC | 99K | $2.0M | ▼−22% Reduced · −27K sh | Q1 2026 | |
| 7 | Susquehanna International Group, LLP | 89K | $1.8M | ▲New +89K sh | Q1 2026 | |
| 8 | Orion Porfolio Solutions, LLC | 75K | $1.5M | ▲+3.1% Added · +2K sh | Q2 2026 | |
| 9 | Cetera Investment Advisers | 74K | $1.5M | ▲+8.4% Added · +6K sh | Q1 2026 | |
| 10 | &Partners | 70K | $1.4M | ▲+7.1% Added · +5K sh | Q2 2026 | |
| 11 | Integrated Wealth Concepts LLC | 69K | $1.4M | ▲+0.3% Added · +217 sh | Q2 2026 | |
| 12 | B. Riley Wealth Advisors, Inc. | 63K | $1.3M | ▲+8.8% Added · +5K sh | Q2 2026 | |
| 13 | Sei Investments Co | 60K | $1.2M | ▼−17% Reduced · −13K sh | Q1 2026 | |
| 14 | Old Mission Capital LLC | 59K | $1.2M | ▲+254% Added · +42K sh | Q1 2026 | |
| 15 | Weatherly Asset Management L. P. | 50K | $1.0M | ▲+29% Added · +11K sh | Q2 2026 | |
| 16 | Commonwealth Equity Services, LLC | 36K | $747K | ▲+11% Added · +4K sh | Q1 2026 | |
| 17 | Citadel Advisors LLC | 34K | $689K | ▼−57% Reduced · −45K sh | Q2 2026 | |
| 18 | Blue Trust, Inc. | 32K | $641K | ▲+13% Added · +4K sh | Q2 2026 | |
| 19 | Jones Financial Companies LLLP | 31K | $625K | ▲+29% Added · +7K sh | Q1 2026 | |
| 20 | Jane Street Group, LLC | 30K | $623K | ▼−75% Reduced · −91K sh | Q1 2026 | |
| 21 | McAdam, LLC | 29K | $586K | ▼−90% Reduced · −270K sh | Q2 2026 | |
| 22 | Envestnet Asset Management Inc | 27K | $552K | ▲+51% Added · +9K sh | Q1 2026 | |
| 23 | Kestra Advisory Services, LLC | 23K | $467K | ▲+1.0% Added · +235 sh | Q2 2026 | |
| 24 | Clare Market Investments LLC | 23K | $456K | ▼−13% Reduced · −3K sh | Q2 2026 | |
| 25 | MML Investors Services, LLC | 17K | $345K | ▲+5.3% Added · +861 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, 2 funds opened a new position in IMVP and 9 added to an existing one, while 9 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 | 26 funds | $18.0B |
| SS SPDR S&P 500 ETF Trust-USSPY | 26 funds | $1.7B |
| Apple IncAAPL | 25 funds | $15.1B |
| Amazon.com IncAMZN | 25 funds | $11.7B |
| Alphabet Inc-CL AGOOGL | 25 funds | $7.9B |
| Invesco QQQ Trust Series 1QQQ | 25 funds | $1.3B |
| Microsoft CorpMSFT | 24 funds | $12.7B |
| Alphabet Inc-CL CGOOG | 24 funds | $7.5B |
| Meta Platforms Inc-Class AMETA | 24 funds | $5.1B |
| Taiwan Semiconductor-SP ADRTSM | 24 funds | $3.1B |
| Tesla IncTSLA | 24 funds | $2.5B |
| Vanguard Ftse Developed ETFVEA | 24 funds | $2.3B |
Ranked by how many of IMVP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IMVP.
No filings captured for this ticker in the live stream yet.
Connected entities for IMVP
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/IMVP/capital-change-brief"
Use Arkolith's capital_change_brief for IMVP. 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 IMVP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.