1615 tracked 13F filers disclose a position in IVE as of the latest SEC 13F filings, a combined $37.8B 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 | ENVESTNET ASSET MANAGEMENT INC | $5.9B | 27.7M | ▼−2.3% Reduced · −664K sh | Q1 2026 | |
| 2 | JPMORGAN CHASE & CO | $3.6B | 17.2M | ▼−8.3% Reduced · −1.6M sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $3.2B | 14.9M | ▼−2.3% Reduced · −355K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $2.2B | 10.5M | ▼−4.6% Reduced · −508K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $2.0B | 9.5M | ▲+2.0% Added · +182K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $1.3B | 6.2M | ▼−0.8% Reduced · −51K sh | Q1 2026 | |
| 7 | UBS Group AG | $769.3M | 3.6M | ▲+3.1% Added · +109K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $695.8M | 3.3M | ▼−3.4% Reduced · −115K sh | Q1 2026 | |
| 9 | STIFEL FINANCIAL CORP | $688.6M | 3.3M | ▲+0.3% Added · +10K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $638.0M | 3.0M | ▼−2.3% Reduced · −71K sh | Q1 2026 | |
| 11 | BlackRock, Inc. | $547.7M | 2.6M | ▼−12% Reduced · −344K sh | Q1 2026 | |
| 12 | CWM, LLC | $542.0M | 2.6M | ▼−0.5% Reduced · −12K sh | Q1 2026 | |
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | $479.5M | 2.3M | ▼−3.1% Reduced · −73K sh | Q1 2026 | |
| 14 | Lido Advisors, LLC | $483.6M | 2.1M | ▲+9.5% Added · +186K sh | Q2 2026 | |
| 15 | Envestnet Portfolio Solutions, Inc. | $392.5M | 1.7M | ▼−20% Reduced · −420K sh | Q2 2026 | |
| 16 | MML INVESTORS SERVICES, LLC | $384.9M | 1.7M | ▼−1.5% Reduced · −26K sh | Q2 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $342.3M | 1.6M | ▼−12% Reduced · −225K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $299.0M | 1.4M | ▼−17% Reduced · −298K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $294.9M | 1.4M | ▲+3.6% Added · +49K sh | Q1 2026 | |
| 20 | Cassaday & Co Wealth Management LLC | $285.0M | 1.3M | ▲+4.8% Added · +57K sh | Q2 2026 | |
| 21 | Focus Partners Wealth | $259.6M | 1.2M | ▲+0.3% Added · +4K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $240.3M | 1.1M | ▼−3.4% Reduced · −40K sh | Q1 2026 | |
| 23 | Mariner, LLC | $237.8M | 1.1M | ▼−5.4% Reduced · −64K sh | Q1 2026 | |
| 24 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $234.7M | 1.1M | ▲+11% Added · +110K sh | Q1 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $219.4M | 1.0M | ▼−4.2% Reduced · −46K 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, 1 fund opened a new position in IVE and 14 added to an existing one, while 13 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 | 971 funds | $171.4B |
| MICROSOFT CORPMSFT | 958 funds | $146.2B |
| NVIDIA CORPNVDA | 946 funds | $195.4B |
| AMAZON.COM INCAMZN | 944 funds | $108.9B |
| ALPHABET INC-CL AGOOGL | 936 funds | $93.3B |
| ISHARES CORE S&P 500 ETFIVV | 921 funds | $60.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 919 funds | $34.2B |
| ALPHABET INC-CL CGOOG | 898 funds | $67.0B |
| JPMORGAN CHASE & COJPM | 897 funds | $43.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 891 funds | $26.4B |
| BROADCOM INCAVGO | 865 funds | $75.7B |
| META PLATFORMS INC-CLASS AMETA | 861 funds | $55.4B |
Ranked by how many of IVE's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for IVE
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/IVE/capital-change-brief"
Use Arkolith's capital_change_brief for IVE. 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 IVE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.