Among active 13F managers last quarter, 3 opened and 15 added, while 14 reduced; the largest holder to move was Vantagepoint Investment Advisers LLC (−17%).
179 tracked 13F filers disclose a position in IVOG as of the latest SEC 13F filings, a combined $671.4M 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 | Vantagepoint Investment Advisers LLC | 1.3M | $162.7M | ▼−17% Reduced · −262K sh | Q1 2026 | |
| 2 | Mariner, LLC | 636K | $79.5M | ▼−0.1% Reduced · −759 sh | Q1 2026 | |
| 3 | Morgan Stanley | 244K | $30.5M | ▲+25% Added · +49K sh | Q1 2026 | |
| 4 | Ameriprise Financial Inc | 239K | $29.9M | ▲+172% Added · +151K sh | Q1 2026 | |
| 5 | Raymond James Financial Inc | 225K | $28.1M | ▲+6.0% Added · +13K sh | Q1 2026 | |
| 6 | Moneta Group Investment Advisors LLC | 216K | $26.9M | ▲+25% Added · +43K sh | Q1 2026 | |
| 7 | Gryphon Financial Partners LLC | 160K | $23.3M | ▲+14% Added · +20K sh | Q2 2026 | |
| 8 | Stordahl Capital Management, Inc. | 146K | $21.4M | ▲+0.4% Added · +650 sh | Q2 2026 | |
| 9 | LPL Financial LLC | 128K | $16.1M | ▼−8.3% Reduced · −12K sh | Q1 2026 | |
| 10 | UBS Group AG | 124K | $15.5M | ▲+42% Added · +37K sh | Q1 2026 | |
| 11 | LJI Wealth Management, LLC | 100K | $14.7M | ▼−18% Reduced · −21K sh | Q2 2026 | |
| 12 | Bank Of America Corp | 92K | $11.5M | ▲+51% Added · +31K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | 85K | $10.6M | ▲+7.8% Added · +6K sh | Q1 2026 | |
| 14 | Baird Financial Group, Inc. | 70K | $8.8M | ▲+3.2% Added · +2K sh | Q1 2026 | |
| 15 | Balanced Wealth Group LLC | 66K | $9.7M | ▲17× Added · +62K sh | Q2 2026 | |
| 16 | Baron Wealth Management LLC | 60K | $8.7M | ▲+18% Added · +9K sh | Q2 2026 | |
| 17 | Composition Wealth, LLC | 56K | $8.2M | ▼−0.1% Reduced · −82 sh | Q2 2026 | |
| 18 | Savant Capital, LLC | 50K | $6.8M | ▲+100% Added · +25K sh | Q2 2026 | |
| 19 | Harbour Investments, Inc. | 48K | $6.0M | ▲+6.3% Added · +3K sh | Q1 2026 | |
| 20 | Wells Fargo & Company | 45K | $5.6M | ▼−14% Reduced · −7K sh | Q1 2026 | |
| 21 | Altura Wealth Advisors Inc. | 44K | $6.5M | ▲+12% Added · +5K sh | Q2 2026 | |
| 22 | JPMorgan Chase & Co | 38K | $4.6M | ▼−2.1% Reduced · −808 sh | Q1 2026 | |
| 23 | MidFirst Bank | 38K | $5.6M | ▲+24% Added · +7K sh | Q2 2026 | |
| 24 | Stephen J. Garry & Associates, LLC | 37K | $5.4M | ▲~0% Added · +18 sh | Q2 2026 | |
| 25 | Clark Financial Services Group Inc | 35K | $5.2M | ▼−0.3% Reduced · −113 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, 3 funds opened a new position in IVOG and 15 added to an existing one, while 14 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
No filings captured for this ticker in the live stream yet.
Connected entities for IVOG
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/IVOG/capital-change-brief"
Use Arkolith's capital_change_brief for IVOG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for IVOG. Filings are public domain, sourced to SEC EDGAR.