IVOO Institutional Ownership
Vanguard S&P Mid-Cap 400 ETF
1W: +0.6%
1M: -2.3%
3M: -3.9%
YTD: +9.6%
1Y: +12.2%
3Y: +52.2%
5Y: +44.5%
$124.25
+1.18 (+0.96%)
Weekly Expected Move ±1.5%
$120
$122
$124
$126
$128
Overview
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Holdings
Changes
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Analysis
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Institutions
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Institutional Ownership — IVOO
358
Institutional Holders
+39 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
60
New Positions
98
Increased
108
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (371 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 2,045,932 | $254M | +201,557 | +10.9% | 15Q | SEC ↗ |
| 2 | HANTZ FINANCIAL SERVICES, INC. | 1,916,060 | $238M | +405,094 | +26.8% | 9Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 1,385,207 | $172M | -12,161 | -0.9% | 15Q | SEC ↗ |
| 4 | MORGAN STANLEY | 964,765 | $120M | +24,194 | +2.6% | 60Q | SEC ↗ |
| 5 | UBS Group AG | 821,464 | $102M | -20,453 | -2.4% | 47Q | SEC ↗ |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 716,227 | $89M | +95,868 | +15.5% | 41Q | SEC ↗ |
| 7 | LOCKHEED MARTIN INVESTMENT MANAGEMENT | 540,000 | $67M | — | +0.0% | 23Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 374,873 | $47M | +7,198 | +2.0% | 7Q | SEC ↗ |
| 9 | Starr Indemnity & Liability Co | 364,098 | $45M | — | +0.0% | 5Q | SEC ↗ |
| 10 | LPL Financial LLC | 329,634 | $41M | +24,549 | +8.0% | 54Q | SEC ↗ |
| 11 | WELLS FARGO & COMPANY/MN | 309,484 | $38M | +1,671 | +0.5% | 63Q | SEC ↗ |
| 12 | Savant Capital, LLC | 308,501 | $38M | +147,365 | +91.5% | 12Q | SEC ↗ |
| 13 | AMERIPRISE FINANCIAL INC | 281,849 | $35M | +42,123 | +17.6% | 16Q | SEC ↗ |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 263,058 | $33M | -4,651 | -1.7% | 32Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 251,422 | $31M | +27,305 | +12.2% | 56Q | SEC ↗ |
| 16 | C V STARR & CO INC | 227,427 | $28M | — | +0.0% | 5Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 225,150 | $28M | +108,690 | +93.3% | 12Q | SEC ↗ |
| 18 | MONETA GROUP INVESTMENT ADVISORS LLC | 216,259 | $27M | +57,706 | +36.4% | 23Q | SEC ↗ |
| 19 | Francis Financial, Inc. | 182,027 | $23M | +5,510 | +3.1% | 10Q | SEC ↗ |
| 20 | JPMORGAN CHASE & CO | 176,964 | $22M | -9,117 | -4.9% | 31Q | SEC ↗ |
| 21 | OLD NATIONAL BANCORP /IN | 148,192 | $18M | +289 | +0.2% | 17Q | SEC ↗ |
| 22 | Allworth Financial LP | 145,277 | $18M | -4,247 | -2.8% | 11Q | SEC ↗ |
| 23 | EVERGREEN CAPITAL MANAGEMENT LLC | 142,946 | $18M | +23,814 | +20.0% | 9Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 121,800 | $15M | -2,992 | -2.4% | 26Q | SEC ↗ |
| 25 | NWM ADVISORS, LLC | 121,546 | $15M | +10,416 | +9.4% | 3Q | SEC ↗ |
| 26 | Warwick Investment Management, Inc. | 105,480 | $13M | +17,621 | +20.1% | 10Q | SEC ↗ |
| 27 | D.A. DAVIDSON & CO. | 101,477 | $13M | -3,771 | -3.6% | 48Q | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 95,378 | $12M | +1,712 | +1.8% | 28Q | SEC ↗ |
| 29 | STIFEL FINANCIAL CORP | 93,167 | $12M | +2,355 | +2.6% | 26Q | SEC ↗ |
| 30 | Coign Capital Advisors LLC | 90,278 | $11M | -838 | -0.9% | 7Q | SEC ↗ |
| 31 | COMMONWEALTH EQUITY SERVICES, LLC | 87,607 | $11M | -39,279 | -31.0% | 35Q | SEC ↗ |
| 32 | Bryant Woods Investment Advisors, LLC | 85,263 | $11M | -28 | -0.0% | 19Q | SEC ↗ |
| 33 | Kastel Capital Advisors, LLC | 83,696 | $10M | +4,045 | +5.1% | 3Q | SEC ↗ |
| 34 | RAELIPSKIE PARTNERSHIP | 81,865 | $10M | -215 | -0.3% | 11Q | SEC ↗ |
| 35 | Pathstone Holdings, LLC | 79,504 | $10M | -720 | -0.9% | 11Q | SEC ↗ |
| 36 | Cambridge Investment Research Advisors | 76,621 | $10M | -21,013 | -21.5% | 21Q | SEC ↗ |
| 37 | ELEVATION POINT WEALTH PARTNERS, LLC NEW | 74,317 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 38 | Vestmark Advisory Solutions, Inc. NEW | 73,550 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 39 | TWO SIGMA INVESTMENTS, LP NEW | 70,617 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 40 | Janney Montgomery Scott LLC | 69,565 | $9M | +4,998 | +7.7% | 28Q | SEC ↗ |
| 41 | BROWN ADVISORY INC | 65,112 | $8M | +100 | +0.2% | 6Q | SEC ↗ |
| 42 | Checchi Capital Advisers, LLC | 64,929 | $8M | +4,852 | +8.1% | 12Q | SEC ↗ |
| 43 | Violich Capital Management, Inc. | 55,295 | $7M | +10,500 | +23.4% | 3Q | SEC ↗ |
| 44 | SENTINEL TRUST CO LBA | 54,746 | $7M | — | +0.0% | 11Q | SEC ↗ |
| 45 | Cerity Partners LLC | 53,979 | $7M | +1,507 | +2.9% | 19Q | SEC ↗ |
| 46 | HARBOR ADVISORY CORP /MA | 49,445 | $6M | — | +0.0% | 23Q | SEC ↗ |
| 47 | Lebenthal Global Advisors, LLC | 49,355 | $6M | -31,545 | -39.0% | 12Q | SEC ↗ |
| 48 | Kestra Advisory Services, LLC | 48,593 | $6M | -6,527 | -11.8% | 24Q | SEC ↗ |
| 49 | Texas Capital Bank Wealth Management S | 48,062 | $6M | -584 | -1.2% | 27Q | SEC ↗ |
| 50 | Soltis Investment Advisors LLC | 46,703 | $6M | -4,547 | -8.9% | 14Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| ELEVATION POINT WEALTH PARTNERS, LL | 74,317 | $9M |
| Vestmark Advisory Solutions, Inc. | 73,550 | $9M |
| TWO SIGMA INVESTMENTS, LP | 70,617 | $9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 35,656 | $4M |
| AXXCESS WEALTH MANAGEMENT, LLC | 32,264 | $4M |
| Bluespring Wealth Management, LLC | 28,728 | $4M |
| MEITAV INVESTMENT HOUSE LTD | 27,592 | $3M |
| Provident Co of the Employees of th | 20,714 | $3M |
| Nuveen, LLC | 20,379 | $3M |
| Centennial Bank/AR | 9,494 | $1M |
| FLOW TRADERS U.S. LLC | 7,967 | $990K |
| Kranot Hishtalmut Le Morim Ve Ganan | 6,090 | $757K |
| KEYBANK NATIONAL ASSOCIATION/OH | 5,781 | $718K |
| Diversify Advisory Services, LLC | 5,406 | $672K |
| JIM SAULNIER & ASSOCIATES, LLC | 2,608 | $324K |
| Sequoia Financial Advisors, LLC | 2,409 | $299K |
| COLUMBIA ADVISORY PARTNERS LLC | 2,393 | $297K |
| Fisher Asset Management, LLC | 2,228 | $277K |
| CITADEL ADVISORS LLC | 2,132 | $265K |
| BENJAMIN EDWARDS INC | 2,047 | $254K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 7,788 | $968K |
| Oasis Advisors, LLC | 7,108 | $883K |
| EVOKE WEALTH, LLC | 6,851 | $851K |
| TIAA TRUST, NATIONAL ASSOCIATION | 3,709 | $461K |
| Independent Advisor Alliance | 3,174 | $394K |
| Motley Fool Wealth Management, LLC | 3,154 | $392K |
| Orion Porfolio Solutions, LLC | 2,396 | $298K |
| 49 WEALTH MANAGEMENT, LLC | 2,205 | $274K |
| RFG Advisory, LLC | 2,138 | $266K |
| Alpha Financial Partners LLC | 2,074 | $258K |
| Mountain Capital Investment Advisor | 1,942 | $241K |
| Tower Research Capital LLC (TRC) | 1,526 | $190K |
| Advisory Services Network, LLC | 1,493 | $186K |
| IFC & Insurance Marketing, Inc. | 507 | $63K |
| OPTIMA CAPITAL LLC | 346 | $43K |
| Sound Income Strategies, LLC | 279 | $35K |
| Private Wealth Management Group, LL | 200 | $25K |
| SHP Wealth Management | 10 | $1K |
| Fourth Dimension Wealth, LLC | 10 | $1K |
| Rossby Financial, LCC | 1 | $0K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | -39,279 | -31.0% | 87,607 |
| Lebenthal Global Advisors, LLC | -31,545 | -39.0% | 49,355 |
| Cambridge Investment Research Advis | -21,013 | -21.5% | 76,621 |
| UBS Group AG | -20,453 | -2.4% | 821,464 |
| BANK OF AMERICA CORP /DE | -12,161 | -0.9% | 1,385,207 |
| JPMORGAN CHASE & CO | -9,117 | -4.9% | 176,964 |
| Equitable Holdings, Inc. | -8,261 | -75.8% | 2,634 |
| Kestra Advisory Services, LLC | -6,527 | -11.8% | 48,593 |
| IEQ CAPITAL, LLC | -5,773 | -44.8% | 7,101 |
| Andrews Advisory Associates, LLC | -5,738 | -24.4% | 17,798 |
| ENVESTNET ASSET MANAGEMENT INC | -4,651 | -1.7% | 263,058 |
| Soltis Investment Advisors LLC | -4,547 | -8.9% | 46,703 |
| Allworth Financial LP | -4,247 | -2.8% | 145,277 |
| CAPTRUST FINANCIAL ADVISORS | -3,886 | -40.7% | 5,672 |
| Mariner, LLC | -3,872 | -11.7% | 29,084 |
| D.A. DAVIDSON & CO. | -3,771 | -3.6% | 101,477 |
| RWA WEALTH PARTNERS, LLC | -3,575 | -29.2% | 8,677 |
| PARK AVENUE SECURITIES LLC | -3,002 | -24.2% | 9,425 |
| OSAIC HOLDINGS, INC. | -2,992 | -2.4% | 121,800 |
| &PARTNERS | -1,965 | -7.9% | 22,925 |