% of shares outstanding is not shown for IVVB: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for IVVB in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Wick Capital Partners, LLC | 1,092,5361.1M | $35M | — | ADD 6% |
| 2 | BlackRock, Inc. | 455,000455,000 | $15M | — | — |
| 3 | CAPTRUST FINANCIAL ADVISORS | 291,121291,121 | $9M | — | TRIM -13% |
| 4 | Planned Solutions, Inc. | 177,295177,295 | $6M | — | TRIM -3% |
| 5 | ERn Financial, LLC | 69,68069,680 | $2M | — | — |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 65,64865,648 | $2M | — | ADD 15% |
| 7 | RAYMOND JAMES FINANCIAL INC | 51,25251,252 | $2M | — | ADD 253% |
| 8 | Valmark Advisers, Inc. | 46,34846,348 | $1M | — | ADD 11% |
| 9 | BIP Wealth, LLC | 32,56232,562 | $1M | — | ADD 3% |
| 10 | Americana Partners, LLC | 28,71328,713 | $919,965 | — | TRIM -58% |
| 11 | Csenge Advisory Group | 27,90727,907 | $894,140 | — | — |
| 12 | Formidable Asset Management, LLC | 24,01924,019 | $794,308 | — | TRIM -5% |
| 13 | LPL Financial LLC | 21,61221,612 | $692,448 | — | NEW |
| 14 | Cetera Investment Advisers | 19,20819,208 | $615,433 | — | ADD 14% |
| 15 | SAGESPRING WEALTH PARTNERS, LLC | 16,38016,380 | $524,815 | — | NEW |
| 16 | MERCER GLOBAL ADVISORS INC /ADV | 14,80014,800 | $474,192 | — | — |
| 17 | PFG Investments, LLC | 11,71911,719 | $375,477 | — | TRIM -71% |
| 18 | Ameritas Advisory Services, LLC | 7,5017,501 | $240,326 | — | TRIM -18% |
| 19 | HARBOUR INVESTMENTS, INC. | 6,5996,599 | $211,450 | — | TRIM -4% |
| 20 | Clearstead Advisors, LLC | 3,1733,173 | $101,663 | — | — |
| 21 | Ashton Thomas Private Wealth, LLC | 3,0733,073 | $98,459 | — | NEW |
| 22 | MORGAN STANLEY | 1,9011,901 | $60,908 | — | — |
| 23 | OSAIC HOLDINGS, INC. | 791791 | $25,343 | — | ADD 2452% |
| 24 | NewEdge Advisors, LLC | 22,48122,481 | $22,481 | — | ADD 6% |
| 25 | IFP Advisors, Inc | 290290 | $9,292 | — | ADD 4% |
| 26 | AE Wealth Management LLC | 140140 | $4,486 | — | — |
| 27 | JPMORGAN CHASE & CO | 5454 | $1,712 | — | — |
| 28 | ROYAL BANK OF CANADA | 2626 | $1,000 | — | NEW |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Wick Capital Partners, LLC | 417K | 339K | 3K | 437K | 1.0M | 1.1M | $35M |
| BlackRock, Inc. | 950K | 950K | 590K | 470K | 455K | 455K | $15M |
| CAPTRUST FINANCIAL ADVISORS | 276K | 331K | 378K | 412K | 334K | 291K | $9M |
| Planned Solutions, Inc. | 182K | 184K | 186K | 187K | 182K | 177K | $6M |
| ERn Financial, LLC | — | — | 60K | 61K | 69K | 70K | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 44K | 67K | 39K | 56K | 57K | 66K | $2M |
| RAYMOND JAMES FINANCIAL INC | — | — | — | — | 15K | 51K | $2M |
| Valmark Advisers, Inc. | — | 24K | 29K | 36K | 42K | 46K | $1M |
| BIP Wealth, LLC | — | — | — | — | 32K | 33K | $1M |
| Americana Partners, LLC | — | 1.3M | 270K | 98K | 68K | 29K | $919,965 |
| Csenge Advisory Group | — | 14K | 15K | 25K | 28K | 28K | $894,140 |
| Formidable Asset Management, LLC | — | — | — | 24K | 25K | 24K | $794,308 |
| LPL Financial LLC | — | — | — | — | — | 22K | $692,448 |
| Cetera Investment Advisers | — | — | — | 7K | 17K | 19K | $615,433 |
| SAGESPRING WEALTH PARTNERS, LLC | — | — | — | — | — | 16K | $524,815 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 28 | 2,491,829 | — | $79M |
| 2025-Q4 | 29 | 2,556,460 | — | $85M |
| 2025-Q3 | 30 | 2,131,753 | — | $70M |
| 2025-Q2 | 41 | 66,448,514 | — | $650M |
| 2025-Q1 | 41 | 7,750,748 | — | $227M |
| 2024-Q4 | 14 | 2,469,809 | — | $75M |
| 2024-Q3 | 10 | 2,238,261 | — | $68M |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Wick Capital Partners, LLC | +66,185 | $2M | ADD |
| RAYMOND JAMES FINANCIAL INC | +36,736 | $1M | ADD |
| LPL Financial LLC | +21,612 | $692,448 | OPEN |
| SAGESPRING WEALTH PARTNERS, LLC | +16,380 | $524,815 | OPEN |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +8,684 | $278,235 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Vantage Financial Partners, LLC | −89,010 | $3M | CLOSE |
| CAPTRUST FINANCIAL ADVISORS | −42,451 | $1M | TRIM |
| Americana Partners, LLC | −38,877 | $1M | TRIM |
| PFG Investments, LLC | −29,196 | $935,440 | TRIM |
| HighTower Advisors, LLC | −10,871 | $348,307 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| 2024-Q2 | 11 | 2,086,386 | — | $60M |
| 2024-Q1 | 5 | 1,338,112 | — | $37M |
| 2023-Q4 | 6 | 415,499 | — | $11M |
| 2023-Q3 | 4 | 677,988 | — | $17M |
