25 tracked 13F filers disclose a position in IVVB as of the latest SEC 13F filings, a combined $76.2M 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 | Wick Capital Partners, LLC | $35.0M | 1.1M | ▲+6.4% Added · +66K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $14.6M | 455K | —Held | Q1 2026 | |
| 3 | Ashton Thomas Private Wealth, LLC | $6.7M | 194K | ▲63× Added · +191K sh | Q2 2026 | |
| 4 | Planned Solutions, Inc. | $5.8M | 167K | ▼−5.5% Reduced · −10K sh | Q2 2026 | |
| 5 | ERn Financial, LLC | $2.5M | 72K | ▲+4.0% Added · +3K sh | Q2 2026 | |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 66K | ▲+15% Added · +9K sh | Q1 2026 | |
| 7 | Valmark Advisers, Inc. | $1.9M | 55K | ▲+18% Added · +8K sh | Q2 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $1.6M | 51K | ▲+253% Added · +37K sh | Q1 2026 | |
| 9 | Csenge Advisory Group | $1.1M | 31K | ▲+12% Added · +3K sh | Q2 2026 | |
| 10 | Formidable Asset Management, LLC | $757K | 24K | ▼−1.6% Reduced · −398 sh | Q2 2026 | |
| 11 | NewEdge Advisors, LLC | $773K | 22K | ▼−0.7% Reduced · −157 sh | Q2 2026 | |
| 12 | LPL Financial LLC | $692K | 22K | ▲New +22K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $615K | 19K | ▲+14% Added · +2K sh | Q1 2026 | |
| 14 | SAGESPRING WEALTH PARTNERS, LLC | $557K | 16K | ▼−1.8% Reduced · −290 sh | Q2 2026 | |
| 15 | MERCER GLOBAL ADVISORS INC /ADV | $474K | 15K | —Held | Q1 2026 | |
| 16 | PFG Investments, LLC | $375K | 12K | ▼−71% Reduced · −29K sh | Q1 2026 | |
| 17 | HARBOUR INVESTMENTS, INC. | $211K | 7K | ▼−4.4% Reduced · −304 sh | Q1 2026 | |
| 18 | Integrated Advisors Network LLC | $202K | 6K | ▲New +6K sh | Q2 2026 | |
| 19 | Clearstead Advisors, LLC | $110K | 3K | —Held | Q2 2026 | |
| 20 | MORGAN STANLEY | $61K | 2K | —Held | Q1 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $25K | 791 | ▲26× Added · +760 sh | Q1 2026 | |
| 22 | IFP Advisors, Inc | $12K | 345 | ▲+19% Added · +55 sh | Q2 2026 | |
| 23 | AE Wealth Management LLC | $4K | 140 | —Held | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $2K | 54 | —Held | Q1 2026 | |
| 25 | ROYAL BANK OF CANADA | $1K | 26 | ▲New +26 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 IVVB and 5 added to an existing one, while 4 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 | 11 funds | $927.1M |
| ISHARES CORE S&P 500 ETFIVV | 11 funds | $684.9M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 11 funds | $526.6M |
| NVIDIA CORPNVDA | 11 funds | $522.0M |
| MICROSOFT CORPMSFT | 11 funds | $474.4M |
| INVESCO QQQ TRUST SERIES 1QQQ | 11 funds | $451.8M |
| AMAZON.COM INCAMZN | 11 funds | $383.0M |
| ALPHABET INC-CL AGOOGL | 11 funds | $307.1M |
| VANGUARD VALUE ETFVTV | 11 funds | $231.4M |
| ISHARES CORE MSCI EAFE ETFIEFA | 11 funds | $220.8M |
| JPMORGAN CHASE & COJPM | 11 funds | $206.8M |
| CATERPILLAR INCCAT | 11 funds | $187.6M |
Ranked by how many of IVVB's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for IVVB
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/IVVB/capital-change-brief"
Use Arkolith's capital_change_brief for IVVB. 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 IVVB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.