Among active 13F managers last quarter, 2 opened and 1 reduced; the largest holder to move was NWM Advisors, LLC (−55%).
6 tracked 13F filers disclose a position in INVN as of the latest SEC 13F filings, a combined $4.2M 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 | NWM Advisors, LLC | 78K | $1.7M | ▼−55% Reduced · −95K sh | Q2 2026 | |
| 2 | Commonwealth Equity Services, LLC | 70K | $1.3M | ▲+15% Added · +9K sh | Q1 2026 | |
| 3 | HighTower Advisors, LLC | 25K | $460K | ▼−24% Reduced · −8K sh | Q1 2026 | |
| 4 | Citadel Advisors LLC | 17K | $354K | ▲New +17K sh | Q2 2026 | |
| 5 | Moneco Advisors, LLC | 14K | $296K | ▲New +14K sh | Q2 2026 | |
| 6 | JPMorgan Chase & Co | 3K | $57K | —Held | 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, 2 funds opened a new position in INVN, while 1 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 | 3 funds | $2.4B |
| Apple IncAAPL | 3 funds | $2.2B |
| Microsoft CorpMSFT | 3 funds | $1.4B |
| JPMorgan Chase & CoJPM | 3 funds | $737.8M |
| Berkshire Hathaway Inc-CL BBRK/B | 3 funds | $565.2M |
| Costco Wholesale CorpCOST | 3 funds | $481.5M |
| Caterpillar IncCAT | 3 funds | $389.7M |
| SS SPDR S&P 500 ETF Trust-USSPY | 3 funds | $345.6M |
| Visa Inc-Class A SharesV | 3 funds | $278.3M |
| Crowdstrike Holdings Inc - ACRWD | 3 funds | $214.6M |
| SS Energy Select SectorXLE | 3 funds | $112.6M |
| Vanguard S&P 500 ETFVOO | 3 funds | $107.1M |
Ranked by how many of INVN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in INVN.
Connected entities for INVN
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/INVN/capital-change-brief"
Use Arkolith's capital_change_brief for INVN. 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 INVN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.