7 tracked 13F filers disclose a position in IVSI as of the latest SEC 13F filings, a combined $4.9M 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 | Advisory Services Network, LLC | $2.9M | 109K | ▲+31% Added · +26K sh | Q1 2026 | |
| 2 | GTS SECURITIES LLC | $697K | 26K | ▼−4.6% Reduced · −1K sh | Q1 2026 | |
| 3 | CIBC WORLD MARKET INC. | $426K | 16K | ▲+182% Added · +10K sh | Q1 2026 | |
| 4 | Farther Finance Advisors, LLC | $313K | 12K | ▲+93% Added · +6K sh | Q1 2026 | |
| 5 | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | $213K | 7K | ▲New +7K sh | Q2 2026 | |
| 6 | TAGStone Capital, Inc. | $326K | 7K | —Held | Q2 2026 | |
| 7 | UBS Group AG | $211 | 8 | ▲New +8 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, 1 fund opened a new position in IVSI and 3 added to an existing one, while 1 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 | 6 funds | $1.4B |
| ALPHABET INC-CL AGOOGL | 6 funds | $716.8M |
| SCHWAB (CHARLES) CORPSCHW | 6 funds | $97.6M |
| NVIDIA CORPNVDA | 5 funds | $1.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 5 funds | $1.1B |
| MICROSOFT CORPMSFT | 5 funds | $1.1B |
| AMAZON.COM INCAMZN | 5 funds | $995.4M |
| ISHARES CORE S&P 500 ETFIVV | 5 funds | $959.3M |
| JPMORGAN CHASE & COJPM | 5 funds | $895.1M |
| BROADCOM INCAVGO | 5 funds | $720.7M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 5 funds | $545.7M |
| WALMART INCWMT | 5 funds | $457.9M |
Ranked by how many of IVSI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| IVSSETF | 10 funds | $15.6M |
| IVSIthis pageETF | 7 funds | $4.9M |
| 26923W215T RE 2X SNDK ETF | 6 funds | $9.3M |
| 26923W272TUTTLE CAPITAL S | 5 funds | $2.5M |
| 26923W348T-REX 2X LONG EO | 4 funds | $276K |
| 26923W306ETF | 3 funds | $1.6M |
| 26923W199T-REX 2X LONG | 3 funds | $106K |
| 26923W868ETF-EQUITY | 2 funds | $4.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for IVSI
This ETF 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/IVSI/capital-change-brief"
Use Arkolith's capital_change_brief for IVSI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IVSI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.