| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | ROCKLAND TRUST CO | $83.1M | 815.1K | Added | Q1 2026 |
| 2 | Kestra Advisory Services, LLC | $7.8M | 76.0K | Added | Q1 2026 |
| 3 | Savant Capital, LLC | $3.7M | 36.6K | Reduced | Q1 2026 |
| 4 | &PARTNERS | $3.4M | 33.2K | Reduced | Q1 2026 |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.3M | 31.7K | Reduced | Q1 2026 |
| 6 | EP Wealth Advisors, LLC | $3.0M | 29.6K | Reduced | Q1 2026 |
| 7 | Composition Wealth, LLC | $2.5M | 24.9K | Reduced | Q1 2026 |
| 8 | Private Advisor Group, LLC | $1.3M | 12.4K | Reduced | Q1 2026 |
| 9 | HUNTINGTON NATIONAL BANK | $1.0M | 10.0K | Held | Q1 2026 |
| 10 | PFG Advisors | $977K | 9.6K | Reduced | Q1 2026 |
| 11 | D.A. DAVIDSON & CO. | $851K | 8.3K | Added | Q1 2026 |
| 12 | MML INVESTORS SERVICES, LLC | $697K | 6.8K | Reduced | Q1 2026 |
| 13 | Summit Financial, LLC | $587K | 5.8K | Added | Q1 2026 |
| 14 | Merit Financial Group, LLC | $569K | 5.6K | Reduced | Q1 2026 |
| 15 | Valmark Advisers, Inc. | $388K | 3.8K | Added | Q1 2026 |
| 16 | AMG National Trust Bank | $355K | 3.5K | Held | Q1 2026 |
| 17 | Wealthcare Advisory Partners LLC | $321K | 3.1K | Held | Q1 2026 |
| 18 | IHT Wealth Management, LLC | $320K | 3.1K | Held | Q1 2026 |
| 19 | StoneX Group Inc. | $316K | 3.1K | Added | Q1 2026 |
| 20 | LEVEL FOUR ADVISORY SERVICES, LLC | $312K | 3.1K | Reduced | Q1 2026 |
| 21 | CITIZENS FINANCIAL GROUP INC/RI | $309K | 3.0K | Reduced | Q1 2026 |
| 22 | U.S. Capital Wealth Advisors, LLC | $304K | 3.0K | Held | Q1 2026 |
| 23 | Mutual Advisors, LLC | $269K | 2.6K | Reduced | Q1 2026 |
| 24 | NewEdge Advisors, LLC | $258K | 2.5K | New | Q1 2026 |
| 25 | CITADEL ADVISORS LLC | $258K | 2.5K | New | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Apple IncAAPL | 53 funds | $19.7B |
| Nvidia CorpNVDA | 53 funds | $18.5B |
| iShares S&P 500 ETFIVV | 53 funds | $16.3B |
| Microsoft CorpMSFT | 53 funds | $15.2B |
| Amazon.com IncAMZN | 53 funds | $12.0B |
| State Street SPDR S&P 500 ETF TrustSPY | 53 funds | $11.8B |
| Jpmorgan Chase & CoJPM | 53 funds | $7.4B |
| Broadcom LtdAVGO | 53 funds | $7.3B |
| Alphabet Inc. Class CGOOG | 53 funds | $6.7B |
| Vanguard Value ETFVTV | 53 funds | $6.6B |
| Meta Platforms Inc Class AMETA | 53 funds | $6.3B |
| Vanguard FTSE Developed Markets ETFVEA | 53 funds | $5.8B |
Ranked by how many of IVOV'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 IVOV. 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.