Among active 13F managers last quarter, 5 opened and 4 added, while none reduced or exited; the largest holder to move was Retirement Planning Group, LLC (+27%).
24 tracked 13F filers disclose a position in IVVW as of the latest SEC 13F filings, a combined $224.7M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Sumitomo Life Insurance Co | 3.0M | $132.3M | —Held | Q1 2026 | |
| 2 | BlackRock, Inc. | 1.4M | $62.8M | ▲+134% Added · +807K sh | Q2 2026 | |
| 3 | AssetMark, Inc | 124K | $5.5M | ▲+35% Added · +32K sh | Q2 2026 | |
| 4 | Cetera Investment Advisers | 117K | $5.1M | ▲+35% Added · +30K sh | Q1 2026 | |
| 5 | JPMorgan Chase & Co | 104K | $4.4M | ▲New +104K sh | Q1 2026 | |
| 6 | Osaic Holdings, Inc. | 99K | $4.3M | ▼−9.1% Reduced · −10K sh | Q1 2026 | |
| 7 | Retirement Planning Group, LLC | 52K | $2.3M | ▲+27% Added · +11K sh | Q2 2026 | |
| 8 | Commonwealth Equity Services, LLC | 46K | $2.0M | ▲+7.2% Added · +3K sh | Q1 2026 | |
| 9 | Envestnet Asset Management Inc | 40K | $1.7M | ▲+31% Added · +9K sh | Q1 2026 | |
| 10 | Raymond James Financial Inc | 29K | $1.3M | ▲+123% Added · +16K sh | Q1 2026 | |
| 11 | MML Investors Services, LLC | 17K | $767K | ▲+31% Added · +4K sh | Q2 2026 | |
| 12 | Insight Wealth Strategies, LLC | 13K | $562K | ▼−0.8% Reduced · −99 sh | Q2 2026 | |
| 13 | Susquehanna International Group, LLP | 11K | $484K | ▲New +11K sh | Q1 2026 | |
| 14 | Jane Street Group, LLC | 8K | $344K | ▼−19% Reduced · −2K sh | Q1 2026 | |
| 15 | Summit Financial, LLC | 5K | $239K | —Held | Q2 2026 | |
| 16 | Strategic Blueprint, LLC | 5K | $224K | ▲New +5K sh | Q2 2026 | |
| 17 | Bullseye Investment Management, LLC | 3K | $119K | ▲New +3K sh | Q2 2026 | |
| 18 | Front Row Advisors LLC | 3K | $113K | ▲New +3K sh | Q2 2026 | |
| 19 | Synergy Investment Management, LLC | 989 | $44K | ▲+57% Added · +360 sh | Q2 2026 | |
| 20 | Rossby Financial, LCC | 621 | $28K | ▲+36% Added · +165 sh | Q2 2026 | |
| 21 | Meramec Financial Planners, LLC | 42 | $2K | ▲New +42 sh | Q2 2026 | |
| 22 | Continuum Advisory, LLC | 39 | $2K | ▲Added Added · +39 sh | Q2 2026 | |
| 23 | IFP Advisors, Inc | 35 | $2K | ▲New +35 sh | Q2 2026 | |
| 24 | CoreCap Advisors, LLC | 6 | $262 | —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 and 4 added to an existing one, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Vanguard S&P 500 ETFVOO | 10 funds | $669.4M |
| Apple IncAAPL | 10 funds | $569.9M |
| Nvidia CorpNVDA | 10 funds | $478.2M |
| Vanguard Growth ETFVUG | 10 funds | $416.9M |
| Ishares Core S&P 500 ETFIVV | 10 funds | $395.9M |
| SS SPDR S&P 500 ETF Trust-USSPY | 10 funds | $316.6M |
| Invesco QQQ Trust Series 1QQQ | 10 funds | $291.7M |
| Amazon.com IncAMZN | 10 funds | $268.1M |
| Vanguard Value ETFVTV | 10 funds | $257.5M |
| Microsoft CorpMSFT | 10 funds | $248.0M |
| Alphabet Inc-CL CGOOG | 10 funds | $167.2M |
| Vanguard Total Bond MarketBND | 10 funds | $153.1M |
Ranked by how many of IVVW's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IVVW.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBmc | 157 funds | $1.6B |
| IBDZmc | 116 funds | $592.6M |
| IBMSmc | 108 funds | $225.6M |
| TOPTmc | 94 funds | $179.9M |
| IBCAmc | 82 funds | $192.1M |
| IBMTmc | 68 funds | $71.5M |
| IBTPmc | 60 funds | $211.0M |
| MAXJmc | 47 funds | $73.5M |
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 IVVW
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.