Security record · archived quarter
IVVW
name pending profile ingest
9Tracked holders
0Δ holders
611.47KShares held
$27.84MReported value
+1New positions
−1Exits
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 Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 230.61K | New | $10.50M | 0.0% | New | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 109.44K | n/a | $4.98M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Assetmark, Inc | 89.58K | n/a | $4.08M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 86.35K | n/a | $3.93M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 42.56K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 30.37K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 12.87K | n/a | $585,926 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jane Street Group, Llc | 9.70K | n/a | $441,504 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 0 | n/a | $8 | 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
| BlackRock | $10.50M | 0.0% |
Exited
| Fidelity (FMR) | $47 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 20 holders, 4.16M shares, $181.45M 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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