349 tracked 13F filers disclose a position in IVLU as of the latest SEC 13F filings, a combined $2.8B 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 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $721.6M | 18.2M | ▲+5.7% Added · +986K sh | Q1 2026 | |
| 2 | FMR LLC | $277.1M | 7.0M | ▼−2.3% Reduced · −168K sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $172.4M | 4.5M | ▼−4.0% Reduced · −187K sh | Q1 2026 | |
| 4 | MERCER GLOBAL ADVISORS INC /ADV | $138.3M | 3.5M | ▼−4.8% Reduced · −177K sh | Q1 2026 | |
| 5 | Savvy Advisors, Inc. | $88.9M | 2.2M | ▲+55% Added · +792K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $76.8M | 1.9M | ▲+83% Added · +878K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $63.6M | 1.6M | ▲+29% Added · +364K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $57.7M | 1.5M | ▲+33% Added · +361K sh | Q1 2026 | |
| 9 | Focus Partners Wealth | $40.5M | 1.0M | ▼−2.8% Reduced · −30K sh | Q1 2026 | |
| 10 | JANE STREET GROUP, LLC | $36.5M | 920K | ▲+57% Added · +335K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $35.5M | 896K | ▼−13% Reduced · −132K sh | Q1 2026 | |
| 12 | HUB Investment Partners, LLC | $35.2M | 841K | ▲+7.2% Added · +57K sh | Q2 2026 | |
| 13 | Kathmere Capital Management, LLC | $34.9M | 834K | ▲+2.6% Added · +21K sh | Q2 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $31.0M | 782K | ▲+55% Added · +278K sh | Q1 2026 | |
| 15 | CAPITAL ADVISORS INC/OK | $32.1M | 768K | ▲+91% Added · +367K sh | Q2 2026 | |
| 16 | Alliance Wealth Advisors, LLC /UT | $29.8M | 712K | ▲+20% Added · +120K sh | Q2 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $26.9M | 679K | ▲+27% Added · +143K sh | Q1 2026 | |
| 18 | Armbruster Capital Management, Inc. | $28.1M | 672K | ▼−0.5% Reduced · −3K sh | Q2 2026 | |
| 19 | INVENIO WEALTH PARTNERS LLC | $24.4M | 583K | ▲+0.6% Added · +3K sh | Q2 2026 | |
| 20 | VICTORY FINANCIAL GROUP, LLC | $23.8M | 570K | ▼−9.0% Reduced · −56K sh | Q2 2026 | |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $23.1M | 543K | ▲+5.3% Added · +27K sh | Q2 2026 | |
| 22 | UBS Group AG | $19.1M | 482K | ▲+62% Added · +184K sh | Q1 2026 | |
| 23 | MML INVESTORS SERVICES, LLC | $19.0M | 455K | ▲+18% Added · +69K sh | Q2 2026 | |
| 24 | Erste Asset Management GmbH | $18.2M | 437K | ▲+4.2% Added · +18K sh | Q2 2026 | |
| 25 | Integrated Wealth Concepts LLC | $17.7M | 422K | ▲+1.8% Added · +8K 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.
Last quarter, 0 funds opened a new position in IVLU and 25 added to an existing one, while 17 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 181 funds | $44.6B |
| APPLE INCAAPL | 180 funds | $55.1B |
| NVIDIA CORPNVDA | 178 funds | $64.1B |
| AMAZON.COM INCAMZN | 176 funds | $31.1B |
| ALPHABET INC-CL AGOOGL | 173 funds | $26.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 173 funds | $10.1B |
| JPMORGAN CHASE & COJPM | 172 funds | $15.1B |
| JOHNSON & JOHNSONJNJ | 169 funds | $9.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 168 funds | $8.3B |
| BROADCOM INCAVGO | 167 funds | $23.7B |
| ALPHABET INC-CL CGOOG | 167 funds | $19.9B |
| ELI LILLY & COLLY | 167 funds | $12.5B |
Ranked by how many of IVLU's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| ESGUmc | 776 funds | $10.3B |
| ESGDmc | 692 funds | $7.9B |
| IDEVmc | 663 funds | $23.3B |
| IAGGmc | 543 funds | $9.9B |
| IBDRmc | 409 funds | $2.4B |
| ICVTmc | 376 funds | $2.3B |
| IVLUthis pagemc | 349 funds | $2.8B |
| SUSBmc | 310 funds | $734.9M |
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 IVLU
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/IVLU/capital-change-brief"
Use Arkolith's capital_change_brief for IVLU. 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 IVLU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.