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Security record · archived quarter

IVVD

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
12Tracked holders
0Δ holders
30.63MShares held
$33.69MReported value
+1New positions
−1Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +30.0% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 59 +8 74.35M $64.91M +15 −7
Q1 2026 53 +5 93.71M $121.66M +9 −4
Q4 2025 48 +3 93.41M $231.22M +4 −1
Q3 2025 12 0 30.63M $33.69M +1 −1
Q2 2025 9 -1 8.81M $6.30M +2 −3
Q1 2025 7 -2 4.14M $2.51M −2
Q4 2024 9 0 4.00M $1.77M +1 −1
Q3 2024 8 -1 3.51M $3.58M +1 −2
Q2 2024 9 5.09M $5.57M
Holder count
Who holds it · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Point72 Asset Management 20.30M New $22.33M 0.1% New 1 SEC ↗
2 The Vanguard Group (passive) 5.76M +46.7% $6.34M 0.0% ▲ Add 2 SEC ↗
3 The Vanguard Group (passive) 5.76M +46.7% $6.34M 0.0% ▲ Add 2 SEC ↗
4 The Vanguard Group (passive) 5.76M +46.7% $6.34M 0.0% ▲ Add 2 SEC ↗
5 Millennium Management 1.45M +15.8% $1.59M 0.0% ▲ Add 2 SEC ↗
6 Morgan Stanley 780.13K $858,139 0.0% n/c 1 SEC ↗
7 Morgan Stanley 780.13K $858,139 0.0% n/c 1 SEC ↗
8 Morgan Stanley 780.13K $858,139 0.0% n/c 1 SEC ↗
9 Morgan Stanley 780.13K $858,139 0.0% n/c 1 SEC ↗
10 Geode Capital Management (passive) 732.34K +15.0% $805,900 0.0% ▲ Add 6 SEC ↗
11 Geode Capital Management (passive) 732.34K +15.0% $805,900 0.0% ▲ Add 6 SEC ↗
12 BlackRock (passive) 718.89K -57.4% $790,777 0.0% ▼ Trim 2 SEC ↗
13 Two Sigma Investments 335.00K +40.4% $368,500 0.0% ▲ Add 6 SEC ↗
14 State Street Global Advisors (passive) 324.61K +19.0% $357,068 0.0% ▲ Add 4 SEC ↗
15 Fidelity (FMR) 142.97K -3.0% $157,271 0.0% ▼ Trim 2 SEC ↗
16 Goldman Sachs Group 42.92K $47,214 0.0% n/c 1 SEC ↗
17 AQR Capital Management 39.41K -90.7% $43,350 0.0% ▼ Trim 5 SEC ↗
18 AQR Capital Management 39.41K -90.7% $43,350 0.0% ▼ Trim 5 SEC ↗
19 AQR Capital Management 39.41K -90.7% $43,350 0.0% ▼ Trim 5 SEC ↗
20 JPMorgan Chase 3.23K $3,548 0.0% n/c 1 SEC ↗
21 JPMorgan Chase 3.23K $3,548 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Point72 Asset Management $22.33M 0.1%

Exited

Marshall Wace $158,070 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 139 holders, 226.44M shares, $292.31M 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.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 18 Andersen Jill

Officer · 30.71K sh · $25,882

Aug 18 Green Julie

Officer · 18.43K sh · $15,530

Aug 18 Duke William E.

Officer · 18.43K sh · $15,530

Aug 18 Lee Timothy Edward

Officer · 18.43K sh · $15,530

Aug 18 Allen Robert D. III

Officer · 17.04K sh · $14,366

Aug 17 Duke William E.

Officer · 22.36K sh · $16,140

Aug 17 Allen Robert D. III

Officer · 20.68K sh · $14,930

Aug 17 Andersen Jill

Officer · 37.26K sh · $26,899

Aug 17 Green Julie

Officer · 22.36K sh · $16,140

Aug 17 Lee Timothy Edward

Officer · 22.36K sh · $16,140

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 14 SC 13G/A — PERCEPTIVE ADVISORS LLC

View original SEC filing ↗

Aug 14 SC 13G/A — BIOTECHNOLOGY VALUE FUND L P

View original SEC filing ↗

Jul 28 SC 13G — BlackRock, Inc.

View original SEC filing ↗

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: Q3 2025 · Methodology · Get this via the API