313 tracked 13F filers disclose a position in IVOO as of the latest SEC 13F filings, a combined $1.6B 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 | GOLDMAN SACHS GROUP INC | $210.8M | 1.8M | ▲+9.1% Added · +154K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $159.7M | 1.4M | ▲+5.2% Added · +69K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $107.5M | 941K | ▼−6.8% Reduced · −69K sh | Q1 2026 | |
| 4 | UBS Group AG | $96.2M | 842K | ▼−3.1% Reduced · −27K sh | Q1 2026 | |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $70.9M | 620K | ▲+12% Added · +65K sh | Q1 2026 | |
| 6 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | $70.4M | 540K | —Held | Q2 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $42.0M | 368K | ▲+8.6% Added · +29K sh | Q1 2026 | |
| 8 | Starr Indemnity & Liability Co | $47.5M | 364K | —Held | Q2 2026 | |
| 9 | Savant Capital, LLC | $37.6M | 309K | ▲+91% Added · +147K sh | Q2 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $35.2M | 308K | ▲+13% Added · +35K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $34.9M | 305K | ▲+12% Added · +33K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $30.6M | 268K | ▲+3.3% Added · +8K sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $26.7M | 240K | ▲+9.8% Added · +21K sh | Q1 2026 | |
| 14 | C V STARR & CO INC | $29.7M | 227K | —Held | Q2 2026 | |
| 15 | ROYAL BANK OF CANADA | $25.6M | 224K | ▼−3.4% Reduced · −8K sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $20.7M | 186K | ▲+2.5% Added · +4K sh | Q1 2026 | |
| 17 | MONETA GROUP INVESTMENT ADVISORS LLC | $18.1M | 159K | ▲+54% Added · +56K sh | Q1 2026 | |
| 18 | Allworth Financial LP | $17.1M | 150K | ▲+0.5% Added · +670 sh | Q1 2026 | |
| 19 | OLD NATIONAL BANCORP /IN/ | $16.9M | 148K | ▼−2.3% Reduced · −4K sh | Q1 2026 | |
| 20 | EVERGREEN CAPITAL MANAGEMENT LLC | $18.6M | 143K | ▲+20% Added · +24K sh | Q2 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $14.5M | 127K | ▼−9.7% Reduced · −14K sh | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $14.3M | 125K | ▼−12% Reduced · −17K sh | Q1 2026 | |
| 23 | NWM ADVISORS, LLC | $15.8M | 122K | —Held | Q3 2026 | |
| 24 | Cetera Investment Advisers | $13.3M | 116K | ▼−2.7% Reduced · −3K sh | Q1 2026 | |
| 25 | Warwick Investment Management, Inc. | $13.8M | 105K | ▲+20% Added · +18K 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, 5 funds opened a new position in IVOO and 17 added to an existing one, while 16 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 | 170 funds | $41.2B |
| APPLE INCAAPL | 168 funds | $49.0B |
| AMAZON.COM INCAMZN | 166 funds | $27.5B |
| NVIDIA CORPNVDA | 165 funds | $55.4B |
| VANGUARD S&P 500 ETFVOO | 164 funds | $14.8B |
| ALPHABET INC-CL AGOOGL | 162 funds | $23.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 162 funds | $14.3B |
| JPMORGAN CHASE & COJPM | 160 funds | $10.9B |
| ALPHABET INC-CL CGOOG | 158 funds | $18.6B |
| ISHARES CORE S&P 500 ETFIVV | 157 funds | $15.3B |
| META PLATFORMS INC-CLASS AMETA | 157 funds | $13.1B |
| VISA INC-CLASS A SHARESV | 156 funds | $10.0B |
Ranked by how many of IVOO's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| VOOGmc | 698 funds | $5.3B |
| VOOVVAL IDX FD | 423 funds | $2.6B |
| VIOOmc | 369 funds | $1.6B |
| IVOOthis pagemc | 313 funds | $1.6B |
| VIOVVanguard S&P Small-Cap 600 Value ETF | 205 funds | $634.8M |
| VIOGmc | 186 funds | $364.1M |
| IVOGcommon | 177 funds | $670.7M |
| IVOVcommon | 165 funds | $609.6M |
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 IVOO
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/IVOO/capital-change-brief"
Use Arkolith's capital_change_brief for IVOO. 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 IVOO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.