1 tracked 13F filer discloses a position in IVEP as of the latest SEC 13F filings, a combined $356K 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 | NewEdge Advisors, LLC | 13K | $356K | ▲New +13K sh | 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.
| Class | 13F holders | Value held |
|---|---|---|
| IVESUIT EXCHANGE TRADED | 128 funds | $120.4M |
| TGLRMF Closed and MF Open | 6 funds | $5.0M |
| 947913208RETURNONLEADERSH | 1 funds | $839K |
| IVEPthis pageDAN IV AI PW ETF | 1 funds | $356K |
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 IVEP
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/IVEP/capital-change-brief"
Use Arkolith's capital_change_brief for IVEP. 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 IVEP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.