20 tracked 13F filers disclose a position in IVVW as of the latest SEC 13F filings, a combined $187.2M 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 | SUMITOMO LIFE INSURANCE CO | $132.3M | 3.0M | —Held | Q1 2026 | |
| 2 | BlackRock, Inc. | $26.3M | 602K | ▲+161% Added · +371K sh | Q1 2026 | |
| 3 | ASSETMARK, INC | $5.5M | 124K | ▲+35% Added · +32K sh | Q2 2026 | |
| 4 | Cetera Investment Advisers | $5.1M | 117K | ▲+35% Added · +30K sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $4.4M | 104K | ▲New +104K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $4.3M | 99K | ▼−9.1% Reduced · −10K sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 46K | ▲+7.2% Added · +3K sh | Q1 2026 | |
| 8 | Retirement Planning Group, LLC | $1.8M | 41K | ▼−1.5% Reduced · −615 sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 40K | ▲+31% Added · +9K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $1.3M | 29K | ▲+123% Added · +16K sh | Q1 2026 | |
| 11 | MML INVESTORS SERVICES, LLC | $573K | 13K | ▲New +13K sh | Q1 2026 | |
| 12 | Insight Wealth Strategies, LLC | $562K | 13K | ▼−0.8% Reduced · −99 sh | Q2 2026 | |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $484K | 11K | ▲New +11K sh | Q1 2026 | |
| 14 | JANE STREET GROUP, LLC | $344K | 8K | ▼−19% Reduced · −2K sh | Q1 2026 | |
| 15 | Summit Financial, LLC | $234K | 5K | ▲New +5K sh | Q1 2026 | |
| 16 | Strategic Blueprint, LLC | $224K | 5K | ▲New +5K sh | Q2 2026 | |
| 17 | Synergy Investment Management, LLC | $27K | 629 | ▲New +629 sh | Q1 2026 | |
| 18 | Meramec Financial Planners, LLC | $2K | 42 | ▲New +42 sh | Q2 2026 | |
| 19 | IFP Advisors, Inc | $2K | 35 | ▲New +35 sh | Q2 2026 | |
| 20 | CoreCap Advisors, LLC | $262 | 6 | —Held | 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, 5 funds opened a new position in IVVW, 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 |
|---|---|---|
| VANGUARD MEGA CAP GROWTH ETFMGK | 5 funds | $3.2B |
| VANGUARD S&P 500 ETFVOO | 5 funds | $3.1B |
| NVIDIA CORPNVDA | 5 funds | $1.9B |
| ISHARES CORE S&P 500 ETFIVV | 5 funds | $1.8B |
| APPLE INCAAPL | 5 funds | $1.7B |
| MICROSOFT CORPMSFT | 5 funds | $1.4B |
| ISHARES CORE MSCI EAFE ETFIEFA | 5 funds | $1.3B |
| ISHARES CORE MSCI EMERGINGIEMG | 5 funds | $1.1B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 5 funds | $1.1B |
| VANGUARD SMALL-CAP VALUE ETFVBR | 5 funds | $979.6M |
| AMAZON.COM INCAMZN | 5 funds | $951.2M |
| VANGUARD FTSE DEVELOPED ETFVEA | 5 funds | $894.2M |
Ranked by how many of IVVW's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/IVVW/capital-change-brief"
Use Arkolith's capital_change_brief for IVVW. 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 IVVW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.