13F institutional ownership facts

Institutions tracked

28

Reported value

$118,648,373.00

Reported shares

91,393,953

Latest filing period

Q1 2026

Top institutional holders

  1. Janus Henderson Group · $42,857,157 · 0.02%
  2. Dmitry Balyasny - Balyasny Asset Management · $4,570,337 · 0.01%
  3. Adage Capital Partners · $4,759,924 · 0.01%
  4. Ensign Peak Advisors · $2,624,969 · <0.01%%
  5. Israel Englander - Millennium Management · $4,565,055 · <0.01%%
  6. Two Sigma Investments · $2,560,557 · <0.01%%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$IVVD

Institutional Holdings

28

Top Institutions

Top Institutions

1

Janus Henderson Group

33,094,330 shares

0.02%

% of Portfolio

2

Dmitry Balyasny - Balyasny Asset Management

3,515,644 shares

0.01%

% of Portfolio

3

Adage Capital Partners

3,661,480 shares

0.01%

% of Portfolio

4

Ensign Peak Advisors

2,019,207 shares

NaN%

% of Portfolio

5

Israel Englander - Millennium Management

3,511,581 shares

NaN%

% of Portfolio

6

Two Sigma Investments

1,969,659 shares

NaN%

% of Portfolio

7

Renaissance Technologies

846,265 shares

NaN%

% of Portfolio

8

Ken Griffin - Citadel Advisors

1,589,575 shares

NaN%

% of Portfolio

9

Jane Street Group

773,352 shares

NaN%

% of Portfolio

10

David Solomon - Goldman Sachs

2,611,445 shares

NaN%

% of Portfolio

11

State Street Corp

6,935,648 shares

NaN%

% of Portfolio

12

Morgan Stanley

3,388,182 shares

NaN%

% of Portfolio

13

Geode Capital Management

2,468,927 shares

NaN%

% of Portfolio

14

UBS Group

614,690 shares

NaN%

% of Portfolio

15

Steve Cohen - Point72 Asset Management

43,931 shares

NaN%

% of Portfolio

16

Larry Fink - BlackRock

4,281,790 shares

NaN%

% of Portfolio

17

Northern Trust Corp

460,125 shares

NaN%

% of Portfolio

18

Invesco

380,412 shares

NaN%

% of Portfolio

19

Lazard Asset Management

20,933 shares

NaN%

% of Portfolio

20

Charles Schwab

118,012 shares

NaN%

% of Portfolio

21

BNP Paribas

26,044 shares

NaN%

% of Portfolio

22

PNC Financial Services

502 shares

NaN%

% of Portfolio

23

SG Americas Securities

0 shares

0.00%

% of Portfolio

24

Lee Ainslie - Maverick Capital

18,970,913 shares

0.28%

% of Portfolio

25

Jefferies Group

65,520 shares

NaN%

% of Portfolio

26

Exoduspoint Capital Management, Lp

25,786 shares

NaN%

% of Portfolio

27

Joel Greenblatt - Gotham Asset Management

0 shares

0.00%

% of Portfolio

28

Jamie Dimon - JPMorgan Chase

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

28%

LARGE

41%

MEDIUM

24%

SMALL

7%

Geographic Distribution

North America
58%
Europe
16%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

53

Sellers

36

Holders

89

New

10

Exited

12

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Insider TradingPRO

Trading Statistics

Insider Buyers

16

Insider Sellers

36

Purchase Value

$12.6M

Role Distribution

CEO
23%
CFO
21%
Director
39%
VP
16%
Other
5%
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RatingPRO

83

A-

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
93
Recent Activity
76
Concentration
89
Momentum
67
Stability
79

Recent Actions

New

8

Increased

21

Decreased

17

Exited

4

Total

55

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