23 tracked 13F filers disclose a position in ISVL as of the latest SEC 13F filings, a combined $34.7M 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 | INDEPENDENT FINANCIAL GROUP, LLC | $7.6M | 152K | ▲+4.3% Added · +6K sh | Q2 2026 | |
| 2 | JANE STREET GROUP, LLC | $6.0M | 125K | ▲+149% Added · +75K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $4.6M | 96K | ▲+841% Added · +86K sh | Q1 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $3.8M | 79K | ▲+37% Added · +21K sh | Q1 2026 | |
| 5 | Valued Wealth Advisors LLC | $2.2M | 43K | ▲+0.2% Added · +81 sh | Q2 2026 | |
| 6 | NewEdge Advisors, LLC | $1.7M | 36K | ▼−9.1% Reduced · −4K sh | Q1 2026 | |
| 7 | UBS Group AG | $1.4M | 30K | ▲+500% Added · +25K sh | Q1 2026 | |
| 8 | Creative Planning | $978K | 20K | ▲+0.2% Added · +39 sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $947K | 20K | ▲New +20K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $917K | 19K | ▼−1.8% Reduced · −344 sh | Q1 2026 | |
| 11 | Quantinno Capital Management LP | $817K | 17K | ▲New +17K sh | Q1 2026 | |
| 12 | MERCER GLOBAL ADVISORS INC /ADV | $736K | 15K | ▲New +15K sh | Q1 2026 | |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $734K | 15K | ▲New +15K sh | Q1 2026 | |
| 14 | Aurelius Family Office LLC | $682K | 14K | ▲+70% Added · +6K sh | Q2 2026 | |
| 15 | CITADEL ADVISORS LLC | $398K | 8K | ▲New +8K sh | Q1 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $373K | 8K | ▲+8.0% Added · +573 sh | Q1 2026 | |
| 17 | Lansing Street Advisors | $287K | 6K | ▲+1.6% Added · +92 sh | Q2 2026 | |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $265K | 5K | ▼−5.5% Reduced · −301 sh | Q2 2026 | |
| 19 | JPMORGAN CHASE & CO | $75K | 2K | ▼−0.6% Reduced · −10 sh | Q1 2026 | |
| 20 | Ancora Advisors LLC | $24K | 500 | —Held | Q1 2026 | |
| 21 | Federation des caisses Desjardins du Quebec | $14K | 300 | ▼−18% Reduced · −68 sh | Q1 2026 | |
| 22 | Farther Finance Advisors, LLC | $13K | 266 | —Held | Q1 2026 | |
| 23 | MORGAN STANLEY | $64 | 1 | ▲New +1 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, 2 funds opened a new position in ISVL and 3 added to an existing one, while 0 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $6.5B |
| NVIDIA CORPNVDA | 6 funds | $4.8B |
| AMAZON.COM INCAMZN | 6 funds | $3.3B |
| MICROSOFT CORPMSFT | 6 funds | $3.2B |
| APPLE INCAAPL | 6 funds | $3.0B |
| ALPHABET INC-CL AGOOGL | 6 funds | $2.2B |
| ROYAL BANK OF CANADARY | 6 funds | $2.2B |
| BROADCOM INCAVGO | 6 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 6 funds | $1.8B |
| JPMORGAN CHASE & COJPM | 6 funds | $1.8B |
| META PLATFORMS INC-CLASS AMETA | 6 funds | $1.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 6 funds | $1.7B |
Ranked by how many of ISVL'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/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.