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No 8-K filings in the last 30 days.
Institutional coverage is still building for this ticker.
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
37 filers reported a long position in IVVM for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| BlackRock, Inc. | $39.4M | 1.1M | +0.1% |
| ENVESTNET ASSET MANAGEMENT INC | $26.8M | 724.2K | -12.9% |
| FOUNDERS FINANCIAL SECURITIES LLC | $16.2M | 437.3K | -0.2% |
| RAYMOND JAMES FINANCIAL INC | $8.3M | 224.7K | -0.4% |
| CAPTRUST FINANCIAL ADVISORS | $6M | 162K | -19.6% |
| CRA Financial Services, LLC | $5.8M | 155.9K | -1.2% |
| LPL Financial LLC | $4.2M | 114.9K | -6.9% |
| Vavra Capital Management, LLC | $3.8M | 103.1K | +1% |
| Envestnet Portfolio Solutions, Inc. | $2.6M | 70.7K | +19.8% |
| COMPASS CAPITAL CORP /MA/ /ADV | $2.4M | 64.3K | +4% |
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