165 tracked 13F filers disclose a position in IVOV as of the latest SEC 13F filings, a combined $609.6M 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 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $107.6M | 1.1M | ▼−3.2% Reduced · −35K sh | Q1 2026 | |
| 2 | Mariner, LLC | $87.9M | 863K | ▼−0.7% Reduced · −6K sh | Q1 2026 | |
| 3 | ROCKLAND TRUST CO | $93.0M | 816K | ▲~0% Added · +170 sh | Q2 2026 | |
| 4 | MORGAN STANLEY | $38.6M | 379K | ▲+15% Added · +48K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $22.6M | 222K | ▼−3.2% Reduced · −7K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $21.5M | 210K | ▼−3.7% Reduced · −8K sh | Q1 2026 | |
| 7 | Stordahl Capital Management, Inc. | $20.1M | 176K | ▲+0.9% Added · +2K sh | Q2 2026 | |
| 8 | Avior Wealth Management, LLC | $16.2M | 159K | ▲+5.1% Added · +8K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $12.4M | 122K | ▲+4.5% Added · +5K sh | Q1 2026 | |
| 10 | Lutz Financial Services LLC | $13.0M | 114K | ▼−0.7% Reduced · −792 sh | Q2 2026 | |
| 11 | UBS Group AG | $11.0M | 108K | ▲+5.2% Added · +5K sh | Q1 2026 | |
| 12 | Aberdeen Wealth Management LLC | $10.6M | 93K | ▼−21% Reduced · −25K sh | Q2 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $9.1M | 89K | ▲+18% Added · +14K sh | Q1 2026 | |
| 14 | BALANCED WEALTH GROUP LLC | $10.2M | 89K | ▲New +89K sh | Q2 2026 | |
| 15 | MidFirst Bank | $9.6M | 85K | ▲+0.6% Added · +517 sh | Q2 2026 | |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.4M | 82K | ▲+2.7% Added · +2K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $7.5M | 73K | ▲+45% Added · +23K sh | Q1 2026 | |
| 18 | Savant Capital, LLC | $7.8M | 72K | ▲+98% Added · +36K sh | Q2 2026 | |
| 19 | HighTower Advisors, LLC | $5.6M | 55K | ▼−1.2% Reduced · −692 sh | Q1 2026 | |
| 20 | TRUIST FINANCIAL CORP | $4.6M | 45K | ▼−1.0% Reduced · −445 sh | Q1 2026 | |
| 21 | Kestra Advisory Services, LLC | $4.5M | 40K | ▼−48% Reduced · −36K sh | Q2 2026 | |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.2M | 37K | ▲+17% Added · +5K sh | Q2 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $3.7M | 36K | ▼−19% Reduced · −9K sh | Q1 2026 | |
| 24 | Allworth Financial LP | $3.5M | 34K | ▼−2.0% Reduced · −706 sh | Q1 2026 | |
| 25 | &PARTNERS | $3.8M | 33K | ▲+0.8% Added · +280 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, 4 funds opened a new position in IVOV and 11 added to an existing one, while 13 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 | 81 funds | $56.0B |
| MICROSOFT CORPMSFT | 80 funds | $50.2B |
| AMAZON.COM INCAMZN | 79 funds | $35.9B |
| ALPHABET INC-CL CGOOG | 78 funds | $20.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 77 funds | $8.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 77 funds | $6.0B |
| NVIDIA CORPNVDA | 76 funds | $71.7B |
| ALPHABET INC-CL AGOOGL | 75 funds | $30.7B |
| BROADCOM INCAVGO | 75 funds | $27.8B |
| JPMORGAN CHASE & COJPM | 75 funds | $14.2B |
| ISHARES CORE S&P 500 ETFIVV | 75 funds | $8.8B |
| WALMART INCWMT | 74 funds | $9.6B |
Ranked by how many of IVOV's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for IVOV
This stock 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/IVOV/capital-change-brief"
Use Arkolith's capital_change_brief for IVOV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IVOV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.