$IVV is held by 70 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 94.69%, with an average of 5.45% of portfolio. Largest holder: Toews Corp. at 94.69%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
ISHARES TR
13F holders
3,869
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 3,869 · Source: 13F-HR01
State Farm Mutual Automobile Insurance Co.
—
—
02
Crestline Management, LP
—
—
03
1834 Investment Advisors Co.
—
—
04
Marquette Asset Management, LLC
—
—
05
Atlantic Edge Private Wealth Management, LLC
—
—
06
Banyan Capital Management, Inc.
—
—
07
Evensky & Katz LLC
—
—
08
Ardsley Advisory Partners LP
—
—
09
Evergreen Capital Management LLC
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—
10
Diversified Portfolios, Inc.
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
70 holders · Q1 202601
Toews Corp.
94.69% ↑ +93.9pp
α +11.9pts
02
Nisa Investment Advisors, LLC
38.93% ↑ +0.9pp
α +16.6pts
03
New England Professional Planning Group Inc.
34.89% NEW
α +25.4pts
04
Choate Investment Advisors
32.94% NEW
α +13.8pts
05
NerdWallet Wealth Partners, LLC
32.46% NEW
α +11.3pts
06
Johnson Financial Group, Inc.
30.22% ↓ 1.7pp
α +14.7pts
07
Interactive Financial Advisors, Inc.
12.99% NEW
α +15.2pts
08
Pacific Financial Group Inc.
11.30% ↓ 2.0pp
α +14.3pts
09
Truepoint, Inc.
10.14% held
α +21.4pts
10
MFA Wealth Services
9.54% NEW
α +16.2pts
11
Linscomb Wealth, Inc.
8.32% NEW
α +32.6pts
12
Mountain Hill Investment Partners Corp.
5.93% NEW
α +15.0pts
13
Progeny 3, Inc.
4.86% held
α +11.9pts
14
Ted Buchan & Co
4.86% NEW
α +13.2pts
15
Endeavor Private Wealth, Inc.
4.36% ↑ +1.7pp
α +13.5pts
16
Wincap Financial LLC
4.34% NEW
α +14.0pts
17
Courier Capital LLC
4.30% NEW
α +14.9pts
18
Shufro Rose & Co. LLC
3.79% NEW
α +32.3pts
19
Principal Securities, Inc.
2.97% held
α +21.3pts
20
Walkner Condon Financial Advisors LLC
2.96% NEW
α +23.7pts
21
Cypress Capital Group
2.41% NEW
α +12.6pts
22
Svb Wealth LLC
2.34% held
α +29.6pts
23
Corsicana & Co.
2.29% held
α +20.0pts
24
Certior Financial Group, LLC
2.22% NEW
α +11.1pts
25
Bolthouse Investments, LLC
1.76% NEW
α +13.6pts
26
Plum Street Advisors, LLC
1.52% held
α +18.0pts
27
Fulton Bank, N.a.
1.39% NEW
α +23.8pts
28
Independent Solutions Wealth Management, LLC
1.34% NEW
α +19.1pts
29
Hummer Financial Advisory Services Inc
1.28% NEW
α +53.0pts
30
Beverly Hills Private Wealth, LLC
0.68% NEW
α +10.4pts
31
Banco Santander, S.A.
0.67% held
α +12.6pts
32
GM Advisory Group, LLC
0.63% held
α +16.5pts
33
Narus Financial Partners, LLC
0.58% held
α +11.1pts
34
Avant Financial Advisors LLC
0.56% NEW
α +10.5pts
35
Venture Visionary Partners LLC
0.54% NEW
α +10.3pts
36
Barnett & Company, Inc.
0.50% NEW
α +12.6pts
37
Collier Financial
0.42% held
α +14.2pts
38
CV Advisors LLC
0.42% held
α +29.1pts
39
Sara-Bay Financial
0.37% held
α +22.0pts
40
Impact Partnership Wealth, LLC
0.37% NEW
α +10.3pts
41
Bradley Foster & Sargent INC
0.35% NEW
α +11.1pts
42
Pittenger & Anderson Inc.
0.35% NEW
α +21.3pts
43
RFG Advisory, LLC
0.34% NEW
α +16.2pts
44
Level Financial Advisors
0.30% held
α +30.9pts
45
Condor Capital Management
0.30% NEW
α +23.6pts
46
TRUE Private Wealth Advisors
0.29% NEW
α +23.4pts
47
New Age Alpha Advisors, LLC
0.29% held
α +10.8pts
48
JTC Employer Solutions Trustee Ltd
0.25% held
α +22.6pts
49
Retirement Investment Advisors, Inc.
0.24% held
α +16.2pts
50
Terra Nova Asset Management LLC
0.21% NEW
α +11.1pts
51
Fiduciary Alliance LLC
0.17% held
α +16.8pts
52
Delta Financial Advisors LLC
0.17% NEW
α +18.1pts
53
Echo45 Advisors LLC
0.15% held
α +17.2pts
54
D L Carlson Investment Group Inc.
0.14% held
α +17.7pts
55
Merrion Investment Management Co, LLC
0.13% held
α +16.0pts
56
Focused Wealth Management, Inc
0.13% NEW
α +19.2pts
57
One Plus One Wealth Management, LLC
0.11% held
α +21.1pts
58
Premier Financial Group
0.11% held
α +25.3pts
59
Quarry Hill Advisors, LLC
0.09% held
α +11.4pts
60
Greenwich Wealth Management LLC
0.08% held
α +12.7pts
61
Quantum Financial Planning Services, Inc.
0.08% held
α +28.9pts
62
ProVise Management Group, LLC
0.07% held
α +11.2pts
63
Banque Pictet & Cie SA
0.05% held
α +10.3pts
64
Wellington Management Group LLP
0.04% held
α +10.5pts
65
Costello Asset Management, INC
0.04% held
α +14.3pts
66
LM Advisors LLC
0.04% held
α +15.5pts
67
Citigroup Inc.
0.02% held
α +26.3pts
68
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% held
α +27.5pts
69
Connor, Clark & Lunn Investment Management Ltd.
0.01% held
α +12.3pts
70
Scopia Capital Management LP
0.00% held
α +10.2pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $IVV in the recent window.
Congress trades · last 90 days
10 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $IVV lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $IVV — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:16 UTC.