INVU · Investview, Inc. · Holdings
The latest filing states the doubt was alleviated.
“Should our losses continue at this level for more than the short-term, in the absence of our ability to access additional capital, our ability to sustain our operations in the long-term as a going concern will be subject to doubt. While we do not believe that our operating losses will continue at this level for the longer term, based on recent efforts we have made to, among others, expand our direct selling network, diversify our revenue base, transition our direct-to-consumer business unit toward a more diversified operating platform, wind-down our bitcoin mining operations starting July 2026, and implement broad-based cost-cutting initiatives; our expectations have still not been realized as our operations have not yet reflected any such expected improvement. However, notwithstanding the time it may take to reflect an improvement in operations, we believe that we will be able to sustain our operations for at least the next twelve months since during August 2026 we have been able to monetize our private investments, and at amounts that are significantly appreciated above our purchase price.”View the 10-Q filed Aug 14, 2026
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional Ownership Trend
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2025Who Holds INVU
Last 5 quarters through Mar 31, 2026Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.
Mar 31, 2026: 2 filers, like-for-like change —.
| Holder type | Share | Filers | Change |
|---|---|---|---|
| Registered adviser | 9.1% | 1 | new |
| Unknown | 90.9% | 1 | new |
| Style | Share | Filers | Change |
|---|---|---|---|
| Diversified active | 100.0% | 2 | new |
| Concentrated | 0.0% | 0 | — |
| Turnover | Share | Filers | Change |
|---|---|---|---|
| Low turnover | 90.9% | 1 | new |
| Medium turnover | 9.1% | 1 | new |
| Holding horizon | Share | Filers | Change |
|---|---|---|---|
| Medium horizon | 100.0% | 2 | new |
| Unknown | 0.0% | 0 | — |
| 13F book size | Share | Filers | Change |
|---|---|---|---|
| $1B to $10B | 100.0% | 2 | new |
| Under $1B | 0.0% | 0 | — |
| Client base | Share | Filers | Change |
|---|---|---|---|
| Individuals and high net worth | 9.1% | 1 | new |
| Unknown | 90.9% | 1 | new |
| Private funds | Share | Filers | Change |
|---|---|---|---|
| No private funds | 9.1% | 1 | new |
| Unknown | 90.9% | 1 | new |
| Location | Share | Filers | Change |
|---|---|---|---|
| United States | 100.0% | 2 | new |
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.
Quarterly Activity
New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.
Top New Positions
vs Mar 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Micro Ascentis Independent Advisors | 4,000 | $112 | |
| Mid NBC SECURITIES, INC. | 400 | $11 |
Top Sold-Out Positions
vs Mar 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small USAdvisors Wealth Management, LLC | 112,434 | $2,091 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Micro Ascentis Independent Advisors | $112 | 91.06% | 4,000 | Shares | 2026-04-28 | |
| Mid NBC SECURITIES, INC. Registered adviser | $11 | 8.94% | 400 | Shares | 2026-04-14 |