IVVW
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 601.53K | +160.8% | $26.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 116.68K | +35.1% | $5.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 103.90K | New | $4.43M | 0.0% | New | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 99.50K | -9.1% | $4.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Assetmark, Inc | 92.34K | +3.1% | $4.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 45.62K | +7.2% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 39.86K | +31.3% | $1.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 28.65K | +122.7% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Mml Investors Services, Llc | 13.12K | New | $572,799 | 0.0% | New | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 11.09K | New | $484,015 | 0.0% | New | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 7.87K | -18.8% | $343,779 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 0 | n/a | $5 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| JPMorgan Chase | $4.43M | 0.0% |
| Mml Investors Services, Llc | $572,799 | 0.0% |
| Susquehanna International… | $484,015 | 0.0% |
Exited
| No tracked exits this quarter. |
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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.