IVE Institutional Ownership
Who owns IVE and what the big funds did with it last quarter, from every SEC 13F filing. 1,771 funds reported holding IVE at Jun 30, 2026.
- ▼598 buying vs 808 selling
- ▼Shares held by funds -6.9%
- ▲Funds holding +45
- ▲Superinvestors: 3 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 1,771 | 1,726 | +2.6% |
| In funds' top 10 | 148 | 163 | −9.2% |
| 13F shares | 173M | 186M | −6.9% |
| Held by funds | – | – | – |
| New positions | 120 | 91 | +31.9% |
| Increased | 478 | 574 | −16.7% |
| Reduced | 739 | 643 | +14.9% |
| Sold out | 69 | 62 | +11.3% |
| Calls (shares) | 600 | 1,700 | −64.7% |
| Puts (shares) | 3,200 | 0 | – |
| Put/call ratio | 5.28 | 0.00 | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in IVE
All superinvestors →
Who owns IVE
share of fund held shares- Index and passive funds1.3%
- Active managers and hedge funds53.3%
- Banks and brokers44.4%
- Pensions, insurers and other1.0%
The top 10 holders own 53.8% of all IVE shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
1,134 funds changed their position- Cambridge Investment Research Advisors, Inc.Trimmed−504K sh
- Jpmorgan Chase & CoTrimmed−320K sh
- Commonwealth Equity Services, LLCTrimmed−212K sh
- LPL Financial LLCAdded+195K sh
- Barclays PLCTrimmed−185K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | – | 23.3M | $5.3B | −4.4M |
| 2 | Jpmorgan Chase & Co | – | 16.2M | $3.7B | −935K |
| 3 | Morgan Stanley | – | 14.9M | $3.4B | −9,234 |
| 4 | LPL Financial LLC | – | 9.6M | $2.2B | −873K |
| 5 | Bank of America Corp /de/ | – | 9.6M | $2.2B | +149K |
| 6 | Wells Fargo & Company/mn | – | 6.2M | $1.4B | +17K |
| 7 | UBS Group AG | – | 3.6M | $814M | −59K |
| 8 | Stifel Financial Corp | – | 3.6M | $810M | +305K |
| 9 | Cetera Investment Advisers | – | 3.1M | $696M | −229K |
| 10 | Ameriprise Financial Inc | – | 2.9M | $657M | −112K |
- Pacific Life Fund Advisors LLC+761K sh+$173M
- Cambridge Investment Research Advisors, Inc.+531K sh+$121M
- Stifel Financial Corp+305K sh+$69.4M
- MAI Capital Management+218K sh+$49.5M
- Lido Advisors, LLC+186K sh+$42.1M
- Bank of America Corp /de/+149K sh+$33.8M
- Vise Technologies, Inc.+117K sh+$26.6M
- Foundations Investment Advisors, LLC+114K sh+$25.9M
- Envestnet Asset Management Inc−4.4M sh−$995M
- Jpmorgan Chase & Co−935K sh−$212M
- LPL Financial LLC−873K sh−$198M
- Calamos Advisors LLC−597K sh−$135M
- BlackRock, Inc.−573K sh−$130M
- Envestnet Portfolio Solutions, Inc.−420K sh−$95.4M
- Manufacturers Life Insurance Company, the−439K sh−$92.7M
- Park Avenue Securities LLC−388K sh−$88.2M
IVE institutional ownership FAQ
Who owns the most IVE stock?
In Q2 2026 13F filings the largest holder of IVE was Envestnet Asset Management Inc, followed by Jpmorgan Chase & Co and Morgan Stanley. Index fund managers are usually the biggest holders of large companies.
What percentage of IVE is owned by institutions?
1,771 funds reported holding 173M IVE shares at Jun 30, 2026.
Are hedge funds buying IVE?
In Q2 2026, 598 funds bought IVE (120 of them new positions) and 808 sold (69 sold out completely). Among well known investors, 3 added and 0 cut. Our fund sentiment for IVE is neutral.
What is IVE's institutional put/call ratio?
Funds reported $720K of IVE puts against $136K of calls, a put/call ratio of 5.28 (0.00 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this IVE ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.