INVG

GMO Investment Grade Credit Cross-source read$24.59 0.02%
UnclassifiedCUSIP 90139K506· EOD Sep 11, 2026

Among active 13F managers last quarter, none opened or added and 2 reduced; the largest holder to move was Grantham, Mayo, Van Otterloo & Co. LLC (−20%). No recent Form 4 insider filings for INVG.

Tracked 13F holders
4
2 in Q2 2026 filings
13F value (tracked)
$19.1M
Smart-money readBearish
Net sellingNet buying
Funds · active managers, latest 13F
0 adding · 2 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean out and no leg opposes.

Price & smart-money activity

$24.59 0.02%1Y -2.5%
$24.45$24.93$25.41$25.89$26.37Jun 2025SepDecMar 2026JunSep22
Hover for who · click for detailEnd-of-day closing prices52w $24.59 – $26.23

Who owns INVG?

4 tracked 13F filers · ranked by shares held

4 tracked 13F filers disclose a position in INVG as of the latest SEC 13F filings, a combined $19.1M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Grantham, Mayo, Van Otterloo & Co. LLC601K
$15.3M
−20%
Reduced · −150K sh
Q2 2026
2State of New Jersey Common Pension Fund D85K
$2.2M
New
+85K sh
Q2 2026
3Goldman Sachs Group Inc55K
$1.4M
+284%
Added · +41K sh
Q1 2026
4Citadel Advisors LLC10K
$256K
−23%
Reduced · −3K 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.

Is INVG being bought or sold by institutions?

Last quarter, no active manager opened or added to a position in INVG, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Reduced
2
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own INVG also own

CompanyCo-held byTheir position there
Apple IncAAPL2 funds$4.1B
Amazon.com IncAMZN2 funds$4.1B
Microsoft CorpMSFT2 funds$3.9B
Nvidia CorpNVDA2 funds$3.3B
Alphabet Inc-CL AGOOGL2 funds$3.3B
Lam Research CorpLRCX2 funds$3.0B
Meta Platforms Inc-Class AMETA2 funds$2.6B
Broadcom IncAVGO2 funds$2.3B
Johnson & JohnsonJNJ2 funds$2.2B
Eli Lilly & CoLLY2 funds$2.0B
Texas Instruments IncTXN2 funds$2.0B
Kla CorpKLAC2 funds$1.9B

Ranked by how many of INVG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in INVG.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
12
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

2 tracked filers in Q2 2026 filingsstill filing
035Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $17.4M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
QLTYmc143 funds$3.5B
GMOIUIT EXCHANGE TRADED45 funds$238.9M
GMOVGMO US VALUE19 funds$32.8M
QLTIINTL QUALITY ETF15 funds$83.6M
BCHIUIT EXCHANGE TRADED6 funds$2.4M
GMOCULTR SHOR IN ETF4 funds$28.5M
INVGthis pageSYSTE GRADE ETF4 funds$19.1M
GMODGMO DYNAMIC ALLO4 funds$2.2M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in INVG

This stock 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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/INVG/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for INVG.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for INVG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.