297 tracked 13F filers disclose a position in IVT as of the latest SEC 13F filings, a combined $1.8B 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. | $294.6M | 9.7M | ▲+4.0% Added · +369K sh | Q1 2026 | |
| 2 | PRINCIPAL FINANCIAL GROUP INC | $235.4M | 7.7M | ▲+25% Added · +1.5M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $214.0M | 7.0M | →First observed position No prior filed position | Q1 2026 | |
| 4 | STATE STREET CORP | $139.5M | 3.9M | ▲+46% Added · +1.2M sh | Q2 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $103.6M | 3.4M | →First observed position No prior filed position | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $77.8M | 2.2M | ▲+6.3% Added · +130K sh | Q2 2026 | |
| 7 | FMR LLC | $64.2M | 2.1M | ▲+0.1% Added · +1K sh | Q1 2026 | |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $42.8M | 1.4M | ▲+1.7% Added · +24K sh | Q1 2026 | |
| 9 | MILLENNIUM MANAGEMENT LLC | $39.0M | 1.3M | ▼−33% Reduced · −628K sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $33.5M | 1.1M | ▲+18% Added · +168K sh | Q1 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $32.6M | 1.1M | ▲+8.2% Added · +81K sh | Q1 2026 | |
| 12 | Qube Research & Technologies Ltd | $28.4M | 931K | ▼−11% Reduced · −119K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $27.8M | 914K | ▲+5.4% Added · +47K sh | Q1 2026 | |
| 14 | TWO SIGMA INVESTMENTS, LP | $22.3M | 733K | ▲14× Added · +681K sh | Q1 2026 | |
| 15 | SCHRODER INVESTMENT MANAGEMENT GROUP | $22.0M | 722K | ▼−25% Reduced · −241K sh | Q1 2026 | |
| 16 | Nuveen, LLC | $21.8M | 714K | ▲+9.5% Added · +62K sh | Q1 2026 | |
| 17 | JPMORGAN CHASE & CO | $16.6M | 541K | ▼−4.2% Reduced · −24K sh | Q1 2026 | |
| 18 | Aberdeen Group plc | $15.8M | 519K | ▼−7.6% Reduced · −43K sh | Q1 2026 | |
| 19 | VANGUARD FIDUCIARY TRUST CO | $15.3M | 502K | →First observed position No prior filed position | Q1 2026 | |
| 20 | Neuberger Berman Group LLC | $14.7M | 483K | ▼−23% Reduced · −145K sh | Q1 2026 | |
| 21 | CHILTON CAPITAL MANAGEMENT LLC | $15.4M | 433K | ▲+2.1% Added · +9K sh | Q2 2026 | |
| 22 | Mitsubishi UFJ Trust & Banking Corp | $12.5M | 410K | ▲+11% Added · +39K sh | Q1 2026 | |
| 23 | Legal & General Group Plc | $12.3M | 404K | ▼−8.3% Reduced · −37K sh | Q1 2026 | |
| 24 | Adelante Capital Management LLC | $13.4M | 379K | ▲+15% Added · +49K sh | Q2 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11.4M | 375K | ▲+284% Added · +277K 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, 3 funds opened a new position in IVT and 18 added to an existing one, while 20 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 | 160 funds | $338.6B |
| APPLE INCAAPL | 160 funds | $253.3B |
| MICROSOFT CORPMSFT | 160 funds | $228.1B |
| AMAZON.COM INCAMZN | 158 funds | $167.6B |
| ALPHABET INC-CL CGOOG | 157 funds | $107.9B |
| MICRON TECHNOLOGY INCMU | 157 funds | $33.2B |
| ADVANCED MICRO DEVICESAMD | 157 funds | $30.4B |
| ALPHABET INC-CL AGOOGL | 156 funds | $140.9B |
| COSTCO WHOLESALE CORPCOST | 156 funds | $32.1B |
| META PLATFORMS INC-CLASS AMETA | 155 funds | $100.5B |
| VISA INC-CLASS A SHARESV | 155 funds | $53.3B |
| BROADCOM INCAVGO | 154 funds | $130.7B |
Ranked by how many of IVT's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 8, 2024 | Phillips Michael Douglas | E.V.P., C.F.O. & Treasurer | Sell (S) | 3K | $83K |
Connected entities for IVT
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/IVT/capital-change-brief"
Use Arkolith's capital_change_brief for IVT. 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 IVT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.