10 tracked 13F filers disclose a position in IVSS as of the latest SEC 13F filings, a combined $15.6M 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 | EverSource Wealth Advisors, LLC | $5.8M | 225K | ▲New +225K sh | Q1 2026 | |
| 2 | ATWOOD & PALMER INC | $3.7M | 123K | ▼−0.2% Reduced · −226 sh | Q2 2026 | |
| 3 | Advisory Services Network, LLC | $2.5M | 97K | ▲+21% Added · +16K sh | Q1 2026 | |
| 4 | Farther Finance Advisors, LLC | $933K | 36K | ▲+129% Added · +20K sh | Q1 2026 | |
| 5 | Newman Dignan & Sheerar, Inc. | $853K | 29K | ▲+2.8% Added · +782 sh | Q2 2026 | |
| 6 | Accurate Wealth Management, LLC | $782K | 26K | ▲+39% Added · +7K sh | Q2 2026 | |
| 7 | CIBC WORLD MARKET INC. | $398K | 15K | ▲New +15K sh | Q1 2026 | |
| 8 | JANE STREET GROUP, LLC | $358K | 14K | ▲+20% Added · +2K sh | Q1 2026 | |
| 9 | TECTONIC ADVISORS LLC | $232K | 8K | ▲New +8K sh | Q2 2026 | |
| 10 | UBS Group AG | $26 | 1 | ▼−100% Reduced · −599 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, 2 funds opened a new position in IVSS 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 |
|---|---|---|
| NVIDIA CORPNVDA | 6 funds | $1.6B |
| APPLE INCAAPL | 6 funds | $1.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 6 funds | $1.4B |
| MICROSOFT CORPMSFT | 6 funds | $1.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 6 funds | $1.0B |
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $910.5M |
| JPMORGAN CHASE & COJPM | 6 funds | $896.5M |
| BROADCOM INCAVGO | 6 funds | $712.1M |
| ALPHABET INC-CL AGOOGL | 6 funds | $706.4M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 6 funds | $534.6M |
| VANGUARD S&P 500 ETFVOO | 6 funds | $511.8M |
| META PLATFORMS INC-CLASS AMETA | 6 funds | $417.9M |
Ranked by how many of IVSS's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| IVSSthis pageETF | 10 funds | $15.6M |
| IVSIETF | 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 IVSS
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/IVSS/capital-change-brief"
Use Arkolith's capital_change_brief for IVSS. 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 IVSS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.