29 tracked 13F filers disclose a position in IVVM as of the latest SEC 13F filings, a combined $100.8M 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. | $36.3M | 1.1M | —Held | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $28.3M | 831K | ▲+7.9% Added · +61K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $7.7M | 226K | ▲+18% Added · +35K sh | Q1 2026 | |
| 4 | CRA Financial Services, LLC | $5.8M | 156K | ▼−1.1% Reduced · −2K sh | Q2 2026 | |
| 5 | LPL Financial LLC | $4.2M | 123K | ▲13× Added · +114K sh | Q1 2026 | |
| 6 | Vavra Capital Management, LLC | $3.8M | 103K | ▲+1.0% Added · +982 sh | Q2 2026 | |
| 7 | Envestnet Portfolio Solutions, Inc. | $2.6M | 71K | ▲+20% Added · +12K sh | Q2 2026 | |
| 8 | COMPASS CAPITAL CORP /MA/ /ADV | $2.4M | 64K | ▲+4.0% Added · +2K sh | Q2 2026 | |
| 9 | OLD MISSION CAPITAL LLC | $1.7M | 50K | ▲New +50K sh | Q1 2026 | |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 47K | ▲+103% Added · +24K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $991K | 29K | ▲+14% Added · +4K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $920K | 27K | ▼−11% Reduced · −3K sh | Q1 2026 | |
| 13 | LifeGoal Investments, LLC | $901K | 24K | ▲+21% Added · +4K sh | Q2 2026 | |
| 14 | NewEdge Advisors, LLC | $747K | 20K | ▼−0.9% Reduced · −184 sh | Q2 2026 | |
| 15 | COFG Advisors, LLC | $629K | 17K | ▲+11% Added · +2K sh | Q2 2026 | |
| 16 | HighTower Advisors, LLC | $413K | 12K | —Held | Q1 2026 | |
| 17 | Chatterton & Associates Inc. | $299K | 8K | —Held | Q2 2026 | |
| 18 | MML INVESTORS SERVICES, LLC | $266K | 7K | ▲New +7K sh | Q2 2026 | |
| 19 | Apollon Wealth Management, LLC | $234K | 7K | ▲+77% Added · +3K sh | Q1 2026 | |
| 20 | GWN SECURITIES INC. | $229K | 6K | ▼−2.1% Reduced · −133 sh | Q2 2026 | |
| 21 | Ameritas Advisory Services, LLC | $214K | 6K | ▲New +6K sh | Q2 2026 | |
| 22 | Patriot Financial Group Insurance Agency, LLC | $201K | 5K | ▼−50% Reduced · −5K sh | Q2 2026 | |
| 23 | Clearstead Advisors, LLC | $112K | 3K | —Held | Q2 2026 | |
| 24 | ROYAL BANK OF CANADA | $62K | 2K | ▲New +2K sh | Q1 2026 | |
| 25 | AE Wealth Management LLC | $26K | 767 | ▼−0.8% Reduced · −6 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 IVVM and 5 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $717.2M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 10 funds | $377.2M |
| VANGUARD FTSE DEVELOPED ETFVEA | 10 funds | $196.6M |
| VANGUARD S&P 500 ETFVOO | 9 funds | $1.3B |
| APPLE INCAAPL | 9 funds | $680.7M |
| NVIDIA CORPNVDA | 9 funds | $422.3M |
| INVESCO QQQ TRUST SERIES 1QQQ | 9 funds | $293.5M |
| TESLA INCTSLA | 9 funds | $125.8M |
| ELI LILLY & COLLY | 9 funds | $120.5M |
| VANGUARD DIVIDEND APPREC ETFVIG | 9 funds | $110.9M |
| JPMORGAN EQUITY PREMIUM INCOJEPI | 9 funds | $89.3M |
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $522.0M |
Ranked by how many of IVVM'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 IVVM
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/IVVM/capital-change-brief"
Use Arkolith's capital_change_brief for IVVM. 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 IVVM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.