Institutional Holders (2026 Q1)
31 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IVVM. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Vavra Capital Management, LLC | 3.39% | 102,084 | $3.5M |
| 2 | Compass Capital Corp /Ma/ /Adv | 0.81% | 61,880 | $2.3M |
| 3 | CRA Financial Services, LLC | 0.70% | 157,704 | $5.4M |
| 4 | LifeGoal Investments, LLC | 0.39% | 20,078 | $688K |
| 5 | Chatterton & Associates Inc. | 0.20% | 8,042 | $282K |
| 6 | COFG Advisors, LLC | 0.13% | 15,354 | $524K |
| 7 | BIP Wealth, LLC | 0.04% | 31,105 | $1.1M |
| 8 | Gwn Securities INC. | 0.04% | 6,342 | $216K |
| 9 | Old Mission Capital LLC | 0.03% | 50,453 | $1.7M |
| 10 | Patriot Financial Group Insurance Agency, LLC | 0.02% | 10,866 | $371K |
| 11 | Captrust Financial Advisors | 0.01% | 201,454 | $6.9M |
| 12 | Envestnet Portfolio Solutions, Inc. | 0.01% | 58,993 | $2.0M |
| 13 | Envestnet Asset Management Inc | 0.01% | 831,026 | $28.3M |
| 14 | Brookstone Capital Management | 0.01% | 19,026 | $649K |
| 15 | Apollon Wealth Management, LLC | 0.00% | 6,847 | $234K |
| 16 | Raymond James Financial Inc | 0.00% | 225,577 | $7.7M |
| 17 | Osaic Holdings, INC. | 0.00% | 26,985 | $920K |
| 18 | LPL Financial LLC | 0.00% | 123,454 | $4.2M |
| 19 | Cetera Investment Advisers | 0.00% | 29,056 | $991K |
| 20 | Clearstead Advisors, LLC | 0.00% | 3,039 | $104K |
| 21 | BlackRock, Inc. | 0.00% | 1,064,500 | $36.3M |
| 22 | CoreCap Advisors, LLC | 0.00% | 492 | $17K |
| 23 | HighTower Advisors, LLC | 0.00% | 12,117 | $413K |
| 24 | Assetmark, Inc | 0.00% | 3,226 | $110K |
| 25 | Susquehanna International Group, LLP | 0.00% | 46,829 | $1.6M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|