| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | $61.7M | 540.0K | Reduced | Q1 2026 |
| 2 | Savant Capital, LLC | $18.4M | 161.1K | Added | Q1 2026 |
| 3 | EVERGREEN CAPITAL MANAGEMENT LLC | $13.6M | 119.1K | Added | Q1 2026 |
| 4 | D.A. DAVIDSON & CO. | $12.0M | 105.2K | Reduced | Q1 2026 |
| 5 | Pathstone Holdings, LLC | $9.2M | 80.2K | Reduced | Q1 2026 |
| 6 | Checchi Capital Advisers, LLC | $6.9M | 60.1K | Added | Q1 2026 |
| 7 | Kestra Advisory Services, LLC | $6.3M | 55.1K | Added | Q1 2026 |
| 8 | Texas Capital Bank Wealth Management Services Inc | $5.6M | 48.6K | Reduced | Q1 2026 |
| 9 | Valmark Advisers, Inc. | $5.2M | 45.2K | Added | Q1 2026 |
| 10 | EP Wealth Advisors, LLC | $4.6M | 39.8K | Added | Q1 2026 |
| 11 | Private Advisor Group, LLC | $4.2M | 36.6K | Reduced | Q1 2026 |
| 12 | Clearstead Advisors, LLC | $2.9M | 25.4K | Added | Q1 2026 |
| 13 | &PARTNERS | $2.8M | 24.9K | Reduced | Q1 2026 |
| 14 | MML INVESTORS SERVICES, LLC | $2.7M | 23.7K | Added | Q1 2026 |
| 15 | MetLife Investment Management, LLC | $2.7M | 23.5K | Held | Q1 2026 |
| 16 | Waverly Advisors, LLC | $2.4M | 21.0K | Reduced | Q1 2026 |
| 17 | BLAIR WILLIAM & CO/IL | $2.2M | 19.7K | Added | Q1 2026 |
| 18 | Truepoint, Inc. | $2.1M | 18.2K | Held | Q1 2026 |
| 19 | Klingman & Associates, LLC | $1.7M | 14.9K | Added | Q1 2026 |
| 20 | QUADRANT CAPITAL GROUP LLC | $1.6M | 13.6K | New | Q1 2026 |
| 21 | IEQ CAPITAL, LLC | $1.5M | 12.9K | Reduced | Q1 2026 |
| 22 | Pinnacle Financial Partners, Inc. | $1.4M | 12.7K | New | Q1 2026 |
| 23 | RWA WEALTH PARTNERS, LLC | $1.4M | 12.3K | Held | Q1 2026 |
| 24 | Gotham Asset Management, LLC | $1.4M | 12.2K | Held | Q1 2026 |
| 25 | Bleakley Financial Group, LLC | $1.4M | 12.0K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia CorpNVDA | 96 funds | $23.1B |
| Microsoft CorpMSFT | 96 funds | $20.6B |
| State Street SPDR S&P 500 ETF TrustSPY | 96 funds | $19.8B |
| Vanguard S&P 500 ETFVOO | 96 funds | $16.6B |
| Broadcom LtdAVGO | 96 funds | $9.1B |
| JPMorgan Chase & CoJPM | 96 funds | $9.0B |
| Alphabet Inc. Class CGOOG | 96 funds | $8.9B |
| Meta Platforms Inc Class AMETA | 96 funds | $8.2B |
| Johnson & JohnsonJNJ | 96 funds | $5.5B |
| WalMart IncWMT | 96 funds | $4.9B |
| Tesla IncTSLA | 96 funds | $3.9B |
| Home Depot IncHD | 96 funds | $3.4B |
Ranked by how many of IVOO's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.