IVOV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow +1.9% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | -2 | 2.51M | $285.91M | +4 | −6 |
| Q1 2026 | 41 | +2 | 2.56M | $261.39M | +3 | −1 |
| Q4 2025 | 39 | 0 | 2.45M | $247.57M | — | — |
| Q3 2025 | 5 | -1 | 346.46K | $34.91M | — | −1 |
| Q2 2025 | 4 | +1 | 6.84K | $652,796 | +1 | — |
| Q1 2025 | 1 | +1 | 8.63K | $793,962 | +1 | — |
| Q3 2024 | 2 | +2 | 22.82K | $2.18M | +2 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 284.21K | — | $28.64M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 284.21K | — | $28.64M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 49.03K | — | $4.94M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 49.03K | — | $4.94M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 49.03K | — | $4.94M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 49.03K | — | $4.94M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 10.96K | +329.9% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 2.13K | +45.2% | $214,909 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 130 | 0.0% | $13,100 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $256,814 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 163 holders, 6.31M shares, $640.51M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.