72 tracked 13F filers disclose a position in IVOL as of the latest SEC 13F filings, a combined $235.6M 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 | JPMORGAN CHASE & CO | $108.1M | 5.8M | ▲+11% Added · +560K sh | Q1 2026 | |
| 2 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $15.1M | 873K | ▲+1.0% Added · +9K sh | Q2 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $16.0M | 857K | ▲+3.0% Added · +25K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $15.0M | 804K | ▲+57% Added · +293K sh | Q1 2026 | |
| 5 | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | $13.7M | 792K | ▼−35% Reduced · −434K sh | Q2 2026 | |
| 6 | Financial Enhancement Group LLC | $13.3M | 767K | ▲+13% Added · +90K sh | Q2 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $9.0M | 482K | ▼−27% Reduced · −179K sh | Q1 2026 | |
| 8 | Parkside Investments, LLC | $6.7M | 387K | ▼−4.3% Reduced · −17K sh | Q2 2026 | |
| 9 | Bleakley Financial Group, LLC | $5.3M | 309K | ▲+28% Added · +67K sh | Q2 2026 | |
| 10 | Regal Investment Advisors LLC | $4.6M | 247K | ▲+2.6% Added · +6K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $3.7M | 198K | ▼−5.2% Reduced · −11K sh | Q1 2026 | |
| 12 | BCS Private Wealth Management, Inc. | $3.0M | 174K | ▼−4.0% Reduced · −7K sh | Q2 2026 | |
| 13 | Ballew Advisors, Inc | $2.6M | 151K | ▲+2.5% Added · +4K sh | Q2 2026 | |
| 14 | Pekin Hardy Strauss, Inc. | $2.3M | 130K | ▼−32% Reduced · −62K sh | Q2 2026 | |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.7M | 99K | ▼−69% Reduced · −220K sh | Q2 2026 | |
| 16 | Avos Capital Management, LLC | $1.7M | 93K | ▲+17% Added · +14K sh | Q1 2026 | |
| 17 | HighTower Advisors, LLC | $1.5M | 80K | ▲+12% Added · +9K sh | Q1 2026 | |
| 18 | Chicago Partners Investment Group LLC | $1.2M | 72K | —Held | Q2 2026 | |
| 19 | LPL Financial LLC | $1.1M | 56K | ▼−54% Reduced · −67K sh | Q1 2026 | |
| 20 | Collaborative Capital Advisors LLC | $795K | 46K | ▲New +46K sh | Q2 2026 | |
| 21 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $759K | 44K | ▼−0.4% Reduced · −194 sh | Q2 2026 | |
| 22 | Summit Financial, LLC | $672K | 39K | ▼−1.7% Reduced · −687 sh | Q2 2026 | |
| 23 | Brucke Financial, Inc. | $621K | 36K | ▲New +36K sh | Q2 2026 | |
| 24 | US BANCORP \DE\ | $636K | 34K | ▼−11% Reduced · −4K sh | Q1 2026 | |
| 25 | FIFTH THIRD BANCORP | $604K | 32K | ▲+38% Added · +9K 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, 8 funds opened a new position in IVOL and 7 added to an existing one, while 15 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 | 35 funds | $5.0B |
| NVIDIA CORPNVDA | 34 funds | $5.6B |
| AMAZON.COM INCAMZN | 34 funds | $3.3B |
| MICROSOFT CORPMSFT | 34 funds | $2.9B |
| ALPHABET INC-CL AGOOGL | 34 funds | $2.2B |
| CHEVRON CORPCVX | 34 funds | $950.2M |
| BROADCOM INCAVGO | 33 funds | $2.2B |
| TESLA INCTSLA | 33 funds | $1.3B |
| CATERPILLAR INCCAT | 33 funds | $569.0M |
| JPMORGAN CHASE & COJPM | 32 funds | $2.0B |
| ALPHABET INC-CL CGOOG | 32 funds | $2.0B |
| META PLATFORMS INC-CLASS AMETA | 32 funds | $1.9B |
Ranked by how many of IVOL's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| KWEBmc | 290 funds | $3.4B |
| IVOLthis pagemc | 72 funds | $235.6M |
| AGIXUIT EXCHANGE TRADED | 64 funds | $106.6M |
| KMLMUIT EXCHANGE TRADED | 57 funds | $103.6M |
| KOIDUIT EXCHANGE TRADED | 55 funds | $48.0M |
| KRBNTRUST | 46 funds | $12.8M |
| KBAmc | 43 funds | $40.0M |
| KEMXmc | 33 funds | $60.6M |
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 IVOL
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/IVOL/capital-change-brief"
Use Arkolith's capital_change_brief for IVOL. 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 IVOL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.