Among active 13F managers last quarter, 1 opened and 4 added, while 3 reduced; the largest holder to move was Independent Financial Group, LLC (+4.3%).
28 tracked 13F filers disclose a position in ISVL as of the latest SEC 13F filings, a combined $43.8M 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 | Independent Financial Group, LLC | 152K | $7.6M | ▲+4.3% Added · +6K sh | Q2 2026 | |
| 2 | Peregrine Asset Advisers, Inc. | 150K | $7.6M | ▼−4.3% Reduced · −7K sh | Q2 2026 | |
| 3 | Jane Street Group, LLC | 125K | $6.0M | ▲+149% Added · +75K sh | Q1 2026 | |
| 4 | Bank Of America Corp | 96K | $4.6M | ▲+841% Added · +86K sh | Q1 2026 | |
| 5 | Osaic Holdings, Inc. | 79K | $3.8M | ▲+37% Added · +21K sh | Q1 2026 | |
| 6 | Valued Wealth Advisors LLC | 43K | $2.2M | ▲+0.2% Added · +81 sh | Q2 2026 | |
| 7 | NewEdge Advisors, LLC | 32K | $1.6M | ▼−9.7% Reduced · −3K sh | Q2 2026 | |
| 8 | UBS Group AG | 30K | $1.4M | ▲+500% Added · +25K sh | Q1 2026 | |
| 9 | Creative Planning | 20K | $978K | ▲+0.2% Added · +39 sh | Q1 2026 | |
| 10 | Royal Bank Of Canada | 20K | $947K | ▲New +20K sh | Q1 2026 | |
| 11 | Raymond James Financial Inc | 19K | $917K | ▼−1.8% Reduced · −344 sh | Q1 2026 | |
| 12 | Quantinno Capital Management LP | 17K | $817K | ▲New +17K sh | Q1 2026 | |
| 13 | Mercer Global Advisors Inc | 15K | $736K | ▲New +15K sh | Q1 2026 | |
| 14 | Susquehanna International Group, LLP | 15K | $734K | ▲New +15K sh | Q1 2026 | |
| 15 | Glass Jacobson Investment Advisors llc | 15K | $752K | ▼−2.4% Reduced · −361 sh | Q2 2026 | |
| 16 | D.B. Root & Company, LLC | 14K | $696K | ▼−1.3% Reduced · −183 sh | Q2 2026 | |
| 17 | Aurelius Family Office LLC | 14K | $682K | ▲+70% Added · +6K sh | Q2 2026 | |
| 18 | Commonwealth Equity Services, LLC | 8K | $373K | ▲+8.0% Added · +573 sh | Q1 2026 | |
| 19 | Crescent Grove Advisors, LLC | 7K | $370K | —Held | Q2 2026 | |
| 20 | Lansing Street Advisors | 6K | $287K | ▲+1.6% Added · +92 sh | Q2 2026 | |
| 21 | E6 Portfolios, LLC | 5K | $268K | ▲+5.8% Added · +292 sh | Q2 2026 | |
| 22 | Wealth Enhancement Advisory Services, LLC | 5K | $265K | ▼−5.5% Reduced · −301 sh | Q2 2026 | |
| 23 | JPMorgan Chase & Co | 2K | $75K | ▼−0.6% Reduced · −10 sh | Q1 2026 | |
| 24 | Ancora Advisors LLC | 500 | $25K | —Held | Q2 2026 | |
| 25 | Federation des caisses Desjardins du Quebec | 300 | $15K | —Held | 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, 1 fund opened a new position in ISVL and 4 added to an existing one, while 3 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 |
|---|---|---|
| Apple IncAAPL | 11 funds | $3.6B |
| Microsoft CorpMSFT | 11 funds | $1.8B |
| Vanguard S&P 500 ETFVOO | 11 funds | $1.1B |
| Broadcom IncAVGO | 11 funds | $1.0B |
| Nvidia CorpNVDA | 10 funds | $4.0B |
| Amazon.com IncAMZN | 10 funds | $1.3B |
| Alphabet Inc-CL AGOOGL | 10 funds | $1.3B |
| Alphabet Inc-CL CGOOG | 10 funds | $1.1B |
| Ishares Core S&P 500 ETFIVV | 10 funds | $1.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 10 funds | $750.6M |
| Tesla IncTSLA | 10 funds | $640.4M |
| JPMorgan Chase & CoJPM | 10 funds | $615.1M |
Ranked by how many of ISVL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ISVL.
No filings captured for this ticker in the live stream yet.
Connected entities for ISVL
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/ISVL/capital-change-brief"
Use Arkolith's capital_change_brief for ISVL. 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 ISVL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.