Security record · archived quarter
IVVD
name pending profile ingest
48Tracked holders
+3Δ holders
93.41MShares held
$231.22MReported value
+4New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +6.7% ·
share flow +28.0% ·
net new positions +6.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Janus Henderson Group Plc | 32.54M | — | $80.87M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Point72 Asset Management ✦ | 16.65M | -18.0% | $41.13M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 10.70M | +85.7% | $26.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 10.70M | +85.7% | $26.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 10.70M | +85.7% | $26.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (passive) | 5.64M | +1636.7% | $13.92M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Balyasny Asset Management L.P. | 3.81M | — | $9.40M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Adage Capital Partners ✦ | 3.66M | New | $9.04M | 0.0% | New | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 3.55M | +393.4% | $8.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 3.55M | +393.4% | $8.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 3.55M | +393.4% | $8.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 3.55M | +393.4% | $8.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 2.19M | +554.3% | $5.41M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 2.17M | +4964.4% | $5.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 2.17M | +4964.4% | $5.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Geode Capital Management ✦ (passive) | 2.06M | +180.8% | $5.08M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 17 | Geode Capital Management ✦ (passive) | 2.06M | +180.8% | $5.08M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 1.64M | +110.0% | $4.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 1.64M | +110.0% | $4.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 1.64M | +110.0% | $4.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 1.64M | +110.0% | $4.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 1.64M | +110.0% | $4.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Millennium Management ✦ | 1.29M | -11.1% | $3.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | UBS Group AG | 1.05M | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 1.05M | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 1.05M | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Renaissance Technologies ✦ | 1.03M | New | $2.54M | 0.0% | New | 1 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 985.22K | — | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 625.78K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Deutsche Bank Ag\ | 585.38K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Jane Street Group, Llc | 513.86K | — | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Jane Street Group, Llc | 513.86K | — | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Jane Street Group, Llc | 513.86K | — | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Northern Trust Corp | 392.42K | — | $969,268 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bank Of America Corp /De/ | 380.60K | — | $940,092 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Bank Of America Corp /De/ | 380.60K | — | $940,092 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 331.08K | New | $817,775 | 0.0% | New | 1 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 331.08K | New | $817,775 | 0.0% | New | 1 | SEC ↗ |
| 39 | Barclays Plc | 295.12K | — | $728,946 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Barclays Plc | 295.12K | — | $728,946 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Barclays Plc | 295.12K | — | $728,946 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Invesco Ltd. | 293.58K | — | $725,143 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Qube Research & Technologies Ltd | 210.65K | — | $520,301 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Squarepoint Ops LLC | 204.59K | — | $505,340 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 141.94K | -0.7% | $350,589 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 141.94K | -0.7% | $350,589 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Citigroup Inc | 137.98K | — | $340,820 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Charles Schwab Investment… | 117.92K | — | $291,262 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | American Century Companies Inc | 39.93K | — | $98,627 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Victory Capital Management Inc | 25.98K | — | $64,161 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 22.16K | +587.0% | $54,738 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Lazard Asset Management Llc | 20.93K | — | $51,705 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Bank of New York Mellon Corp | 17.62K | — | $43,512 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Bank of New York Mellon Corp | 17.62K | — | $43,512 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Bnp Paribas Financial Markets | 16.80K | — | $41,489 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 16.60K | — | $40,338 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | CIBC Asset Management Inc | 15.18K | — | $37,495 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Mirae Asset Global Investments Co.… | 13.47K | — | $33,261 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Gotham Asset Management ✦ | 13.14K | New | $32,453 | 0.0% | New | 1 | SEC ↗ |
| 60 | ProShare Advisors LLC | 12.24K | — | $30,233 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Jones Financial Companies Lllp | 950 | — | $2,347 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Cwm, Llc | 645 | — | $2,000 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Daiwa Securities Group Inc. | 923 | — | $2,000 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 502 | — | $1,240 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Pnc Financial Services Group, Inc. | 502 | — | $1,240 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Pnc Financial Services Group, Inc. | 502 | — | $1,240 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Rockefeller Capital Management L.P. | 500 | — | $1,235 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Royal Bank Of Canada | 246 | — | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Wells Fargo & Company/Mn | 250 | — | $618 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Optiver Holding B.V. | 96 | — | $237 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Osaic Holdings, Inc. | 19 | — | $45 | 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
| Adage Capital Partners | $9.04M | 0.0% |
| Renaissance Technologies | $2.54M | 0.0% |
| Citadel Advisors | $817,775 | 0.0% |
| Citadel Advisors | $817,775 | 0.0% |
| Gotham Asset Management | $32,453 | 0.0% |
Exited
| AQR Capital Management | $43,350 | 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.
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
Aug 14
SC 13G/A — PERCEPTIVE ADVISORS LLC
Aug 14
SC 13G/A — BIOTECHNOLOGY VALUE FUND L P
Jul 28
SC 13G — BlackRock, Inc.
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: Q4 2025 ·
Methodology ·
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