IVES Institutional Ownership
Who owns IVES and what the big funds did with it last quarter, from every SEC 13F filing. 134 funds reported holding IVES at Jun 30, 2026.
- ▲82 buying vs 44 selling
- ▲Shares held by funds +2.5%
- ▲Funds holding +14
- ▲Superinvestors: 2 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
5 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 134 | 120 | +11.7% |
| In funds' top 10 | 2 | 2 | 0.0% |
| 13F shares | 5.2M | 5.1M | +2.5% |
| Held by funds | – | – | – |
| New positions | 36 | 24 | +50.0% |
| Increased | 46 | 48 | −4.2% |
| Reduced | 27 | 27 | 0.0% |
| Sold out | 17 | 22 | −22.7% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in IVES
All superinvestors →
Who owns IVES
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds88.4%
- Banks and brokers11.6%
- Pensions, insurers and other0.0%
The top 10 holders own 60.4% of all IVES shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
85 funds changed their position- Thrivent Financial for LutheransNew+2.5M sh
- New Wave Wealth Advisors LLCTrimmed−289K sh
- HighTower Advisors, LLCTrimmed−291K sh
- Cambridge Investment Research Advisors, Inc.Trimmed−278K sh
- Avior Wealth Management, LLCSold out−106K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | – | 757K | $28.8M | +79K |
| 2 | New Wave Wealth Advisors LLC | – | 560K | $21.4M | +295K |
| 3 | Cambridge Investment Research Advisors, Inc. | – | 486K | $18.5M | +300K |
| 4 | Stifel Financial Corp | – | 281K | $10.7M | +98K |
| 5 | Wedbush Securities Inc | – | 262K | $10M | −655K |
| 6 | Raymond James Financial Inc | – | 241K | $9.2M | +168K |
| 7 | NewEdge Advisors, LLC | – | 172K | $6.6M | +36K |
| 8 | Longitude (Cayman) Ltd. | – | 161K | $6.1M | +3,000 |
| 9 | Titleist Asset Management, LLC | – | 132K | $5M | +12K |
| 10 | Cetera Investment Advisers | – | 112K | $4.3M | +12K |
- Cambridge Investment Research Advisors, Inc.+300K sh+$11.4M
- New Wave Wealth Advisors LLC+295K sh+$11.2M
- Raymond James Financial Inc+168K sh+$6.4M
- Avior Wealth Management, LLC+106K sh+$4M
- Stifel Financial Corp+98K sh+$3.7M
- Brown Advisory Inc+82K sh+$3.1M
- HighTower Advisors, LLC+79K sh+$3M
- Beacon Pointe Advisors, LLC+79K sh+$3M
- Wedbush Securities Inc−655K sh−$24.9M
- Captrust Financial Advisors−216K sh−$8.2M
- TD Waterhouse Canada Inc.−203K sh−$7.7M
- Susquehanna International Group, LLP−47K sh−$1.3M
- Quadrature Capital Ltd−32K sh−$913K
- First Heartland Consultants, Inc.−23K sh−$883K
- UBS Group AG−20K sh−$760K
- Krilogy Financial LLC−16K sh−$606K
IVES institutional ownership FAQ
Who owns the most IVES stock?
In Q2 2026 13F filings the largest holder of IVES was HighTower Advisors, LLC, followed by New Wave Wealth Advisors LLC and Cambridge Investment Research Advisors, Inc.. Index fund managers are usually the biggest holders of large companies.
What percentage of IVES is owned by institutions?
134 funds reported holding 5.2M IVES shares at Jun 30, 2026.
Are hedge funds buying IVES?
In Q2 2026, 82 funds bought IVES (36 of them new positions) and 44 sold (17 sold out completely). Among well known investors, 2 added and 0 cut. Our fund sentiment for IVES is strongly bullish.
What is IVES's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this IVES 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.