171 tracked 13F filers disclose a position in IVR as of the latest SEC 13F filings, a combined $275.6M 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 | BlackRock, Inc. | $58.2M | 7.2M | ▲+8.2% Added · +549K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $27.3M | 3.4M | →First observed position No prior filed position | Q1 2026 | |
| 3 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $19.2M | 2.4M | ▲+44% Added · +724K sh | Q1 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $18.8M | 2.4M | ▲+33% Added · +587K sh | Q2 2026 | |
| 5 | TWO SIGMA INVESTMENTS, LP | $17.9M | 2.2M | ▲+38% Added · +605K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $14.8M | 1.8M | ▲+32% Added · +444K sh | Q2 2026 | |
| 7 | Ascentis Wealth Management, LLC | $10.2M | 1.3M | ▲New +1.3M sh | Q2 2026 | |
| 8 | D. E. Shaw & Co., Inc. | $8.6M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 9 | VAN ECK ASSOCIATES CORP | Withheld | 970K | ▲+21% Added · +168K sh | Q1 2026 | |
| 10 | RENAISSANCE TECHNOLOGIES LLC | $5.5M | 677K | ▲+42% Added · +202K sh | Q1 2026 | |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.9M | 602K | ▲+1.0% Added · +6K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $4.8M | 593K | ▲+13% Added · +69K sh | Q1 2026 | |
| 13 | UBS Group AG | $4.7M | 581K | ▼−47% Reduced · −513K sh | Q1 2026 | |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | $4.6M | 564K | →First observed position No prior filed position | Q1 2026 | |
| 15 | VANGUARD FIDUCIARY TRUST CO | $3.8M | 467K | →First observed position No prior filed position | Q1 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $3.4M | 427K | ▲+30% Added · +100K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $3.3M | 411K | ▲+190% Added · +269K sh | Q1 2026 | |
| 18 | SEGALL BRYANT & HAMILL, LLC | $3.2M | 408K | ▼−7.5% Reduced · −33K sh | Q2 2026 | |
| 19 | Summit Financial, LLC | $3.1M | 388K | ▲New +388K sh | Q2 2026 | |
| 20 | Odyssean, LLC | $3.0M | 374K | ▲+145% Added · +221K sh | Q2 2026 | |
| 21 | AQR CAPITAL MANAGEMENT LLC | $2.7M | 338K | ▲+19% Added · +53K sh | Q1 2026 | |
| 22 | Verition Fund Management LLC | $2.7M | 336K | ▲+58% Added · +123K sh | Q2 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $2.7M | 333K | ▼−49% Reduced · −323K sh | Q1 2026 | |
| 24 | MORGAN STANLEY | $2.4M | 292K | ▼−33% Reduced · −147K sh | Q1 2026 | |
| 25 | PRUDENTIAL FINANCIAL INC | $2.0M | 243K | ▲New +243K sh | 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.
Last quarter, 12 funds opened a new position in IVR and 26 added to an existing one, while 11 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 |
|---|---|---|
| NVIDIA CORPNVDA | 91 funds | $208.5B |
| MICROSOFT CORPMSFT | 90 funds | $142.0B |
| AMAZON.COM INCAMZN | 89 funds | $101.2B |
| META PLATFORMS INC-CLASS AMETA | 89 funds | $60.8B |
| MICRON TECHNOLOGY INCMU | 88 funds | $20.7B |
| APPLE INCAAPL | 87 funds | $160.2B |
| ELI LILLY & COLLY | 87 funds | $41.8B |
| ALPHABET INC-CL AGOOGL | 86 funds | $81.0B |
| ALPHABET INC-CL CGOOG | 86 funds | $68.9B |
| VISA INC-CLASS A SHARESV | 86 funds | $35.0B |
| ANALOG DEVICES INCADI | 86 funds | $10.1B |
| BROADCOM INCAVGO | 85 funds | $86.4B |
Ranked by how many of IVR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 5, 2026 | Gregson Mark William | Chief Financial Officer | Buy (P) | 2K | $14K |
| Feb 27, 2026 | Waldner Robert | Director | Buy (P) | 1K | $8K |
| Nov 10, 2025 | Fleshman Robert L | Director | Sell (S) | 2K | $49K |
| Dec 9, 2022 | LIENTZ JAMES R JR | Director | Sell (S) | 2K | $21K |
| May 10, 2022 | Anzalone John | CEO | Buy (P) | 15K | $25K |
| May 9, 2022 | Collins Kevin M | President | Buy (P) | 7K | $12K |
| May 9, 2022 | Phegley Richard Lee Jr. | Chief Financial Officer | Buy (P) | 12K | $20K |
| Dec 9, 2021 | Zayicek Beth | Director | Buy (P) | 3K | $10K |
| Dec 1, 2021 | Collins Kevin M | President | Buy (P) | 9K | $27K |
| Nov 10, 2021 | Lyle David B | Chief Operating Officer | Buy (P) | 3K | $10K |
| Aug 17, 2021 | Day John | Director | Sell (S) | 21K | $67K |
| Dec 7, 2020 | LIENTZ JAMES R JR | Director | Sell (S) | 11K | $37K |
| Class | 13F holders | Value held |
|---|---|---|
| IVRthis pagecs | 171 funds | $275.6M |
| IVREURCOMMON STOCK | 1 funds | $3 |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for IVR
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/IVR/capital-change-brief"
Use Arkolith's capital_change_brief for IVR. 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 IVR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.