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.
| # | 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 | Aberdeen Wealth Management LLC | $12.0M | 118K | ▼−0.6% Reduced · −681 sh | Q1 2026 | |
| 11 | UBS Group AG | $11.0M | 108K | ▲+5.2% Added · +5K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $9.1M | 89K | ▲+18% Added · +14K sh | Q1 2026 | |
| 13 | MidFirst Bank | $8.6M | 84K | ▲+19% Added · +14K sh | Q1 2026 | |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.4M | 82K | ▲+2.7% Added · +2K sh | Q1 2026 | |
| 15 | Kestra Advisory Services, LLC | $7.8M | 76K | ▲+2.1% Added · +2K sh | Q1 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $7.5M | 73K | ▲+45% Added · +23K sh | Q1 2026 | |
| 17 | HighTower Advisors, LLC | $5.6M | 55K | ▼−1.2% Reduced · −692 sh | Q1 2026 | |
| 18 | TRUIST FINANCIAL CORP | $4.6M | 45K | ▼−1.0% Reduced · −445 sh | Q1 2026 | |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.2M | 37K | ▲+17% Added · +5K sh | Q2 2026 | |
| 20 | Savant Capital, LLC | $3.7M | 37K | ▼−1.0% Reduced · −386 sh | Q1 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $3.7M | 36K | ▼−19% Reduced · −9K sh | Q1 2026 | |
| 22 | Allworth Financial LP | $3.5M | 34K | ▼−2.0% Reduced · −706 sh | Q1 2026 | |
| 23 | &PARTNERS | $3.4M | 33K | ▼−5.9% Reduced · −2K sh | Q1 2026 | |
| 24 | EP Wealth Advisors, LLC | $3.0M | 30K | ▼−0.3% Reduced · −90 sh | Q1 2026 | |
| 25 | FRANKLIN RESOURCES INC | $2.9M | 29K | —Held | 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 52 funds | $19.7B |
| NVIDIA CORPNVDA | 52 funds | $18.5B |
| ISHARES CORE S&P 500 ETFIVV | 52 funds | $16.3B |
| MICROSOFT CORPMSFT | 52 funds | $15.2B |
| AMAZON.COM INCAMZN | 52 funds | $12.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 52 funds | $11.8B |
| JPMORGAN CHASE & COJPM | 52 funds | $7.4B |
| BROADCOM INCAVGO | 52 funds | $7.3B |
| ALPHABET INC-CL CGOOG | 52 funds | $6.7B |
| VANGUARD VALUE ETFVTV | 52 funds | $6.5B |
| META PLATFORMS INC-CLASS AMETA | 52 funds | $6.3B |
| VANGUARD FTSE DEVELOPED ETFVEA | 52 funds | $5.5B |
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.