IVW Institutional Ownership
Who owns IVW and what the big funds did with it last quarter, from every SEC 13F filing. 2,133 funds reported holding IVW at Jun 30, 2026.
- ●781 buying vs 845 selling
- ●Shares held by funds -0.8%
- ▲Funds holding +75
- ▲Superinvestors: 1 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 | 2,133 | 2,058 | +3.6% |
| In funds' top 10 | 211 | 199 | +6.0% |
| 13F shares | 401M | 405M | −0.8% |
| Held by funds | – | – | – |
| New positions | 156 | 82 | +90.2% |
| Increased | 625 | 709 | −11.8% |
| Reduced | 774 | 712 | +8.7% |
| Sold out | 71 | 102 | −30.4% |
| Calls (shares) | 0 | 2,000 | −100.0% |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | 0.00 | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in IVW
All superinvestors →
Who owns IVW
share of fund held shares- Index and passive funds1.3%
- Active managers and hedge funds51.9%
- Banks and brokers45.9%
- Pensions, insurers and other0.9%
The top 10 holders own 52.5% of all IVW 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
1,330 funds changed their position- Cambridge Investment Research Advisors, Inc.Trimmed−1.1M sh
- Jpmorgan Chase & CoTrimmed−532K sh
- LPL Financial LLCAdded+461K sh
- Commonwealth Equity Services, LLCTrimmed−409K sh
- Encompass Wealth Advisors, LLCAdded+371K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | – | 49.3M | $6.8B | −48K |
| 2 | Jpmorgan Chase & Co | – | 39.5M | $5.4B | −997K |
| 3 | Morgan Stanley | – | 34.6M | $4.8B | +295K |
| 4 | LPL Financial LLC | – | 21.6M | $3B | +676K |
| 5 | Bank of America Corp /de/ | – | 20.8M | $2.9B | +1M |
| 6 | Wells Fargo & Company/mn | – | 15.4M | $2.1B | +53K |
| 7 | UBS Group AG | – | 8.2M | $1.1B | −365K |
| 8 | Stifel Financial Corp | – | 8.2M | $1.1B | +880K |
| 9 | Ameriprise Financial Inc | – | 8M | $1.1B | −2,897 |
| 10 | PNC Financial Services Group, Inc. | – | 5.2M | $720M | −154K |
- Cambridge Investment Research Advisors, Inc.+1.1M sh+$152M
- Bank of America Corp /de/+1M sh+$141M
- Stifel Financial Corp+880K sh+$121M
- LPL Financial LLC+676K sh+$92.9M
- Mml Investors Services, LLC+647K sh+$89M
- Raymond James Financial Inc+372K sh+$51.1M
- Vise Technologies, Inc.+369K sh+$50.7M
- J.w. Cole Advisors, Inc.+333K sh+$45.8M
- Two Sigma Investments, LP−1.3M sh−$172M
- Calamos Advisors LLC−1.1M sh−$155M
- Jpmorgan Chase & Co−997K sh−$135M
- Steward Partners Investment Advisory, LLC−567K sh−$78M
- UBS Group AG−365K sh−$50.2M
- Mariner, LLC−296K sh−$40.7M
- Allworth Financial LP−256K sh−$35.2M
- Lido Advisors, LLC−237K sh−$32.6M
IVW institutional ownership FAQ
Who owns the most IVW stock?
In Q2 2026 13F filings the largest holder of IVW 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 IVW is owned by institutions?
2,133 funds reported holding 401M IVW shares at Jun 30, 2026.
Are hedge funds buying IVW?
In Q2 2026, 781 funds bought IVW (156 of them new positions) and 845 sold (71 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for IVW is bullish.
What is IVW's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this IVW 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.