33 tracked 13F filers disclose a position in IVAL as of the latest SEC 13F filings, a combined $105.6M 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 | Revolve Wealth Partners, LLC | $43.2M | 1.3M | ▲+2.1% Added · +27K sh | Q2 2026 | |
| 2 | HighTower Advisors, LLC | $10.3M | 304K | ▲+0.6% Added · +2K sh | Q1 2026 | |
| 3 | Empirical Finance, LLC | $10.0M | 295K | ▲New +295K sh | Q1 2026 | |
| 4 | Empowered Funds, LLC | $6.4M | 190K | ▲+2.0% Added · +4K sh | Q1 2026 | |
| 5 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $5.2M | 152K | ▼−22% Reduced · −43K sh | Q2 2026 | |
| 6 | Kathmere Capital Management, LLC | $4.9M | 144K | ▲+3.1% Added · +4K sh | Q2 2026 | |
| 7 | Savvy Advisors, Inc. | $4.2M | 123K | ▲New +123K sh | Q1 2026 | |
| 8 | Royal Harbor Partners, LLC | $3.8M | 111K | ▲+0.1% Added · +125 sh | Q2 2026 | |
| 9 | Stratos Wealth Advisors, LLC | $3.6M | 106K | ▲+3.2% Added · +3K sh | Q2 2026 | |
| 10 | Vestment Financial LLC | $2.9M | 84K | ▲+2.6% Added · +2K sh | Q2 2026 | |
| 11 | Warren Street Wealth Advisors, LLC | $1.6M | 47K | ▲+3.8% Added · +2K sh | Q2 2026 | |
| 12 | Valley Financial Group, Inc. | $1.5M | 45K | ▼−0.7% Reduced · −336 sh | Q2 2026 | |
| 13 | AQR CAPITAL MANAGEMENT LLC | $1.1M | 33K | —Held | Q1 2026 | |
| 14 | BAKER BOYER NATIONAL BANK | $998K | 29K | ▲+0.8% Added · +227 sh | Q2 2026 | |
| 15 | L.K. Benson & Company, P.C. | $963K | 28K | ▼−5.9% Reduced · −2K sh | Q2 2026 | |
| 16 | Innova Wealth Partners | $891K | 26K | ▲+37% Added · +7K sh | Q2 2026 | |
| 17 | Sankala Group LLC | $862K | 24K | ▲+47% Added · +8K sh | Q2 2026 | |
| 18 | Well Done, LLC | $766K | 22K | ▲+1.1% Added · +249 sh | Q2 2026 | |
| 19 | XY Planning Network, Inc. | $547K | 16K | ▼−12% Reduced · −2K sh | Q2 2026 | |
| 20 | QUARRY HILL ADVISORS, LLC | $369K | 11K | ▼−0.2% Reduced · −19 sh | Q2 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $357K | 11K | ▼−37% Reduced · −6K sh | Q1 2026 | |
| 22 | LPL Financial LLC | $336K | 10K | ▲+14% Added · +1K sh | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $320K | 9K | ▼−7.1% Reduced · −717 sh | Q1 2026 | |
| 24 | RAYMOND JAMES FINANCIAL INC | $285K | 8K | ▲New +8K sh | Q1 2026 | |
| 25 | Federation des caisses Desjardins du Quebec | $57K | 2K | —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 IVAL and 6 added to an existing one, while 5 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 |
|---|---|---|
| APPLE INCAAPL | 16 funds | $5.6B |
| NVIDIA CORPNVDA | 14 funds | $7.8B |
| MICROSOFT CORPMSFT | 14 funds | $5.2B |
| VANGUARD S&P 500 ETFVOO | 14 funds | $1.0B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 14 funds | $672.0M |
| ALPHA ARCHITECT 1-3 MNTH BOXBOXX | 14 funds | $181.6M |
| AMAZON.COM INCAMZN | 13 funds | $3.1B |
| ALPHABET INC-CL AGOOGL | 13 funds | $2.6B |
| WALMART INCWMT | 13 funds | $1.5B |
| JOHNSON & JOHNSONJNJ | 13 funds | $1.2B |
| ELI LILLY & COLLY | 13 funds | $1.2B |
| EXXON MOBIL CORPXOM | 13 funds | $1.2B |
Ranked by how many of IVAL's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BOXXmc | 329 funds | $1.8B |
| FRDMmc | 272 funds | $2.1B |
| STRVmc | 124 funds | $375.9M |
| BSVOFUND | 118 funds | $2.0B |
| DRLLmc | 88 funds | $34.3M |
| QMOMmc | 66 funds | $191.8M |
| BUXXSTRIVE ENHANCED | 62 funds | $280.6M |
| ROEUIE | 61 funds | $167.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for IVAL
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/IVAL/capital-change-brief"
Use Arkolith's capital_change_brief for IVAL. 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 IVAL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.