Security record · archived quarter
IVOV
name pending profile ingest
38Tracked holders
-2Δ holders
2.51MShares held
$285.91MReported value
+4New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth -5.0% ·
share flow -2.2% ·
net new positions -5.3%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| 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 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 858.07K | -0.5% | $97.88M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 384.51K | +1.6% | $43.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 384.51K | +1.6% | $43.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 215.31K | -3.0% | $24.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 215.31K | -3.0% | $24.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 215.31K | -3.0% | $24.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 212.07K | +0.8% | $24.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 212.07K | +0.8% | $24.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 212.07K | +0.8% | $24.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 154.60K | +27.1% | $17.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 107.42K | -0.7% | $12.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 73.53K | -17.5% | $8.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 73.53K | -17.5% | $8.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 73.53K | -17.5% | $8.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 73.50K | +0.4% | $8.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 53.80K | -1.8% | $6.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 52.84K | -35.6% | $6.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Truist Financial Corp | 44.80K | -1.5% | $5.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 37.12K | +16.9% | $4.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 30.26K | +5.9% | $3.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 30.26K | +5.9% | $3.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 30.26K | +5.9% | $3.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 28.92K | -20.6% | $3.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Franklin Resources Inc | 28.70K | 0.0% | $3.27M | 0.0% | Held | 3 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 19.78K | +44.3% | $2.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Cetera Investment Advisers | 16.00K | +1.4% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 13.48K | +10.0% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 13.48K | +10.0% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Fifth Third Bancorp | 13.25K | -34.5% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 10.67K | +24.2% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 10.67K | +24.2% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 10.44K | +4.6% | $1.19M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Creative Planning | 8.88K | -32.4% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 7.82K | +14.4% | $892,192 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 7.16K | -75.0% | $816,513 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Captrust Financial Advisors | 6.66K | +1.1% | $759,644 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Royal Bank Of Canada | 6.24K | -0.1% | $711,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Royal Bank Of Canada | 6.24K | -0.1% | $711,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Royal Bank Of Canada | 6.24K | -0.1% | $711,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Corient Private Wealth LP | 5.86K | -37.7% | $667,850 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Cibc World Market Inc. | 4.75K | 0.0% | $542,289 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Two Sigma Investments ✦ | 4.50K | New | $513,315 | 0.0% | New | 1 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 3.55K | +2.3% | $404,485 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | Blair William & Co/Il | 2.48K | 0.0% | $282,778 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 2.23K | +4.3% | $254,148 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 2.23K | +4.3% | $254,148 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 2.23K | +4.3% | $254,148 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 2.23K | +4.3% | $254,148 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Cerity Partners LLC | 1.93K | -8.7% | $220,524 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Northern Trust Corp | 1.89K | New | $215,136 | 0.0% | New | 1 | SEC ↗ |
| 51 | Gotham Asset Management ✦ | 1.81K | New | $206,695 | 0.0% | New | 1 | SEC ↗ |
| 52 | Citigroup Inc | 1.60K | New | $182,512 | 0.0% | New | 1 | SEC ↗ |
| 53 | Assetmark, Inc | 202 | 0.0% | $23,042 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 190 | -79.7% | $21,673 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $513,315 | 0.0% |
| Northern Trust Corp | $215,136 | 0.0% |
| Gotham Asset Management | $206,695 | 0.0% |
| Citigroup Inc | $182,512 | 0.0% |
Exited
| Goldman Sachs Group | $1.06M | was 0.0% |
| Stifel Financial Corp | $897,526 | was 0.0% |
| Citadel Advisors | $257,730 | was 0.0% |
| UBS AM, a distinct business… | $115,815 | was 0.0% |
| BlackRock | $13,254 | was 0.0% |
| Russell Investments Group… | $10,224 | 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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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