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 holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
The Sep 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out. Each fund's Change is measured against its own
previous reported quarter, shown in the Reported column. Pick a
completed quarter in the Quarter selector below to put every
fund on one quarter and see the stock-wide activity breakdown.
Holders:50
Total Value:$181,574,312
Total Shares:18,981,418
Institutional Ownership Trend
2 quarters
Holder Concentration
Across 50 13F filers
Top Holder
10.5%
of institutional value
Top 5
39.0%
of institutional value
Top 10
60.2%
of institutional value
HHI
487
Broadly held
Who Holds IPVV
Last 2 quarters through Sep 30, 2026 (filing window open)
Each 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.
Jun 30, 2026, the newest closed quarter:
50 filers,
like-for-like change —.
Holder type
Share
Filers
Change
New
Exited
Registered adviser
60.0%
28
new
28
0
Exempt adviser
4.7%
2
new
2
0
Adviser
1.1%
2
new
2
0
Bank
0.6%
3
new
3
0
Insurer
0.1%
1
new
1
0
Benefit plan
1.1%
1
new
1
0
Non-US
17.6%
5
new
5
0
Unknown
14.8%
8
new
8
0
Style
Share
Filers
Change
New
Exited
Systematic-like
11.8%
6
new
6
0
Concentrated
13.0%
4
new
4
0
Diversified active
74.5%
39
new
39
0
Unknown
0.7%
1
new
1
0
Turnover
Share
Filers
Change
New
Exited
Low turnover
2.4%
3
new
3
0
Medium turnover
43.9%
21
new
21
0
High turnover
51.8%
24
new
24
0
Unknown
1.9%
2
new
2
0
Holding horizon
Share
Filers
Change
New
Exited
Short horizon
41.4%
22
new
22
0
Medium horizon
25.8%
5
new
5
0
Long horizon
15.4%
12
new
12
0
Unknown
17.3%
11
new
11
0
13F book size
Share
Filers
Change
New
Exited
Under $1B
25.4%
13
new
13
0
$1B to $10B
42.4%
18
new
18
0
$10B to $100B
23.7%
13
new
13
0
$100B or more
8.6%
6
new
6
0
Client base
Share
Filers
Change
New
Exited
Individuals and high net worth
0.6%
2
new
2
0
Pooled investment vehicles
48.6%
23
new
23
0
Registered funds and BDCs
2.6%
2
new
2
0
Other investment advisers
8.2%
1
new
1
0
Unknown
40.0%
22
new
22
0
Private funds
Share
Filers
Change
New
Exited
Hedge funds
49.9%
25
new
25
0
Private equity funds
8.2%
1
new
1
0
Other private funds
1.3%
1
new
1
0
Private funds, type not stated
3.7%
1
new
1
0
No private funds
1.3%
1
new
1
0
Real estate funds
0.3%
1
new
1
0
Unknown
35.3%
20
new
20
0
Location
Share
Filers
Change
New
Exited
United States
66.4%
38
new
38
0
Outside the US
33.6%
12
new
12
0
The Sep 30, 2026 filing window is still open, so its
bar carries the Jun 30, 2026 positions of filers that have not filed yet.
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.
Conviction and Crowding
50 13F filers, quarter ended Jun 30, 2026
Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts
filers with high turnover or that advise private funds on Form ADV.
Conviction holders
0
0.000% of filers hold it in their top 10
Holders above 5%
0
median weight —
Crowding
—
no cover-page share count is dated within about a year of the quarter end
Private-fund advisers
—
of shares outstanding
Institutional ownership
—
no cover-page share count is dated within about a year of the quarter end
Managers in the top fifth by current three-year FundScore alpha were net
buyers of $0
(0 buying, 0 selling).
Shareholder Targets
13F filers that own its peers but not IPVV, quarter ended Jun 30, 2026
IPVV has no holder-overlap peers, so these filers hold the largest Financial Services stocks: JPM, V, BRK-B, MA, BAC, MS, GS, AXP, WFC, C, SCHW, RY, CB, BLK, PGR, COF, SPGI, TD, BNY, PNC.
6,554 filers in all.
