The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query IVZ owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IVZ"
Use Arkolith to show who owns IVZ, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | $2.0B | 81.3M | —Held | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $467.9M | 19.3M | ▲New +19.3M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $405.8M | 16.7M | ▼−22% Reduced · −4.8M sh | Q1 2026 | |
| 4 | TRIAN FUND MANAGEMENT, L.P. | $72.2M | 3.0M | —Held | Q1 2026 | |
| 5 | VANGUARD FIDUCIARY TRUST CO | $60.0M | 2.5M | ▲New +2.5M sh | Q1 2026 | |
| 6 | LOS ANGELES CAPITAL MANAGEMENT LLC | $50.9M | 2.1M | ▲1k× Added · +2.1M sh | Q1 2026 | |
| 7 | Point72 Asset Management, L.P. | $38.9M | 1.6M | ▼−14% Reduced · −261K sh | Q1 2026 | |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $35.8M | 1.5M | ▼−21% Reduced · −406K sh | Q1 2026 | |
| 9 | WEDGE CAPITAL MANAGEMENT L L P/NC | $30.0M | 1.2M | ▼−2.4% Reduced · −30K sh | Q1 2026 | |
| 10 | Alyeska Investment Group, L.P. | $28.4M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 11 | TODD ASSET MANAGEMENT LLC | $22.5M | 927K | ▲New +927K sh | Q1 2026 | |
| 12 | Engineers Gate Manager LP | $22.4M | 921K | ▼−13% Reduced · −140K sh | Q1 2026 | |
| 13 | IEQ CAPITAL, LLC | $22.2M | 914K | ▼−0.1% Reduced · −1K sh | Q1 2026 | |
| 14 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | $22.0M | 907K | ▲New +907K sh | Q1 2026 | |
| 15 | CREDIT AGRICOLE S A | $15.8M | 649K | ▲+3.4% Added · +22K sh | Q1 2026 | |
| 16 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $9.0M | 370K | —Held | Q1 2026 | |
| 17 | CAPITAL FUND MANAGEMENT S.A. | $8.3M | 340K | ▲+157% Added · +208K sh | Q1 2026 | |
| 18 | Schonfeld Strategic Advisors LLC | $7.7M | 317K | ▲+93% Added · +153K sh | Q1 2026 | |
| 19 | CITADEL ADVISORS LLC | $7.5M | 309K | ▼−64% Reduced · −554K sh | Q1 2026 | |
| 20 | CWM, LLC | $7.2M | 297K | ▲+26% Added · +61K sh | Q1 2026 | |
| 21 | Y-Intercept (Hong Kong) Ltd | $6.9M | 283K | ▲+13% Added · +33K sh | Q1 2026 | |
| 22 | Holocene Advisors, LP | $6.6M | 271K | ▼−89% Reduced · −2.2M sh | Q1 2026 | |
| 23 | Vontobel Holding Ltd. | $6.3M | 261K | ▲+70% Added · +108K sh | Q1 2026 | |
| 24 | Connor, Clark & Lunn Investment Management Ltd. | $6.3M | 260K | ▲New +260K sh | Q1 2026 | |
| 25 | Universal- Beteiligungs- und Servicegesellschaft mbH | $5.7M | 234K | ▲+30% Added · +54K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 13, 2026 | Smith Alan Leonard | SMD and CHRO | Grant (A) | 9K | $0 |
| Mar 13, 2026 | Smith Alan Leonard | SMD and CHRO | Option exercise (M) | 9K | $0 |
| Mar 13, 2026 | Smith Alan Leonard | SMD and CHRO | Tax withholding (F) | 4K | $89K |
| Feb 28, 2026 | Lo Andrew Tak Shing | Senior Managing Director | Option exercise (M) | 16K | $0 |
| Feb 28, 2026 | Lo Andrew Tak Shing | Senior Managing Director | Option exercise (M) | 14K | $0 |
| Feb 28, 2026 | Lo Andrew Tak Shing | Senior Managing Director | Grant (A) | 77K | $0 |
| Feb 28, 2026 | Schlossberg Andrew | President and CEO, Director | Tax withholding (F) | 94K | $2.5M |
| Feb 28, 2026 | Schlossberg Andrew | President and CEO, Director | Grant (A) | 55K | $0 |
| Feb 28, 2026 | Schlossberg Andrew | President and CEO, Director | Grant (A) | 81K | $0 |
| Feb 28, 2026 | Schlossberg Andrew | President and CEO, Director | Grant (A) | 43K | $0 |
| Feb 28, 2026 | Schlossberg Andrew | President and CEO, Director | Grant (A) | 189K | $0 |
| Feb 28, 2026 | Schlossberg Andrew | President and CEO, Director | Option exercise (M) | 55K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 214 funds | $81.2B |
| ALPHABET INC-CL AGOOGL | 211 funds | $54.5B |
| ELI LILLY & COLLY | 210 funds | $20.4B |
| AMAZON.COM INCAMZN | 209 funds | $62.9B |
| META PLATFORMS INC-CLASS AMETA | 209 funds | $36.6B |
| BANK OF AMERICA CORPBAC | 209 funds | $9.5B |
| CITIGROUP INCC | 209 funds | $7.4B |
| BROADCOM INCAVGO | 208 funds | $43.0B |
| MASTERCARD INC - AMA | 208 funds | $14.2B |
| NVIDIA CORPNVDA | 207 funds | $114.4B |
| MORGAN STANLEYMS | 207 funds | $6.3B |
| APPLE INCAAPL | 206 funds | $96.6B |
Ranked by how many of IVZ's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IVZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.