Security record · archived quarter
IVVM
name pending profile ingest
10Tracked holders
0Δ holders
2.40MShares held
$83.40MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 1.06M | 0.0% | $37.03M | 0.0% | Held | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 770.14K | n/a | $26.79M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Captrust Financial Advisors | 268.30K | n/a | $9.33M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 190.60K | n/a | $6.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Osaic Holdings, Inc. | 30.28K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Cetera Investment Advisers | 25.41K | n/a | $884,013 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 23.03K | n/a | $801,144 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 12.12K | n/a | $421,550 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 9.28K | n/a | $322,990 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Assetmark, Inc | 3.59K | n/a | $124,792 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 31 holders, 3.14M shares, $106.57M 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: Q4 2025 ·
Methodology ·
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