Institutional HoldersBeta
Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.
Share classes (cover page of the 10-Q filed 2026-08-05, as of 2026-07-31)
| Class | Listed | Shares outstanding | Held by 13F filers | % of class | Holders | CUSIP |
|---|---|---|---|---|---|---|
| Common stock | IVR · NYSE | 107,640,417 | 42,692,635 | 39.7% | 181 | 46131B704 |
Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.
Top holders (181 of 181 · 46131B704)
change vs 2026-03-31| # | Filer | Shares | % of class | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8,805,376 | 8.18% | $69.6M | +1,600,722 (+22.2%) |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 3,994,974 | 3.71% | $31.6M | +619,904 (+18.4%) |
| 3 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,309,701 | 3.07% | $26.1M | +927,532 (+38.9%) |
| 4 | Invesco Ltd. | 2,424,263 | 2.25% | $19.2M | +266,133 (+12.3%) |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 2,377,470 | 2.21% | $18.8M | +587,167 (+32.8%) |
| 6 | STATE STREET CORP | 1,849,062 | 1.72% | $14.8M | +443,882 (+31.6%) |
| 7 | TWO SIGMA INVESTMENTS, LP | 1,296,579 | 1.20% | $10.2M | -917,336 (-41.4%) |
| 8 | Ascentis Wealth Management, LLC | 1,295,330 | 1.20% | $10.2M | NEW |
| 9 | NORTHERN TRUST CORP | 1,109,739 | 1.03% | $8.8M | +516,437 (+87.0%) |
| 10 | VAN ECK ASSOCIATES CORP | 1,073,203 | 1.00% | $8.5M | +102,772 (+10.6%) |
| 11 | D. E. Shaw & Co., Inc. | 1,010,427 | 0.94% | $8.0M | -55,229 (-5.2%) |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | 756,372 | 0.70% | $6.0M | +192,089 (+34.0%) |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 752,156 | 0.70% | $5.9M | +150,193 (+25.0%) |
| 14 | UBS Group AG | 718,377 | 0.67% | $5.7M | +137,170 (+23.6%) |
| 15 | AQR CAPITAL MANAGEMENT LLC | 712,061 | 0.66% | $5.6M | +374,385 (+110.9%) |
| 16 | MORGAN STANLEY | 615,610 | 0.57% | $4.9M | +323,818 (+111.0%) |
| 17 | VANGUARD FIDUCIARY TRUST CO | 614,225 | 0.57% | $4.9M | +147,192 (+31.5%) |
| 18 | AMERIPRISE FINANCIAL INC | 477,827 | 0.44% | $3.8M | +50,504 (+11.8%) |
| 19 | Hudson Bay Capital Management LP | 432,156 | 0.40% | $3.4M | NEW |
| 20 | SEGALL BRYANT & HAMILL, LLC | 408,368 | 0.38% | $3.2M | -32,916 (-7.5%) |
| 21 | Summit Financial, LLC | 388,455 | 0.36% | $3.1M | NEW |
| 22 | Odyssean, LLC | 374,410 | 0.35% | $3.0M | +221,498 (+144.9%) |
| 23 | BANK OF AMERICA CORP /DE/ | 350,673 | 0.33% | $2.8M | -60,114 (-14.6%) |
| 24 | Verition Fund Management LLC | 335,615 | 0.31% | $2.7M | +123,403 (+58.2%) |
| 25 | RENAISSANCE TECHNOLOGIES LLC | 288,700 | 0.27% | $2.3M | -388,400 (-57.4%) |
| 26 | WOLVERINE ASSET MANAGEMENT LLC | 285,237 | 0.26% | $2.3M | +93,347 (+48.6%) |
| 27 | Bank of New York Mellon Corp | 264,202 | 0.25% | $2.1M | +82,606 (+45.5%) |
| 28 | Cetera Investment Advisers | 247,749 | 0.23% | $2.0M | +25,622 (+11.5%) |
| 29 | GOLDMAN SACHS GROUP INC | 231,634 | 0.22% | $1.8M | -101,202 (-30.4%) |
| 30 | Engineers Gate Manager LP | 225,000 | 0.21% | $1.8M | -97,498 (-30.2%) |
| 31 | CITADEL ADVISORS LLC | 221,066 | 0.21% | $1.7M | +205,816 (+1349.6%) |
| 32 | FIRETHORN WEALTH PARTNERS, LLC | 216,600 | 0.20% | $1.7M | +101,009 (+87.4%) |
| 33 | Atom Investors LP | 213,771 | 0.20% | $1.7M | NEW |
| 34 | Bramshill Investments, LLC | 211,265 | 0.20% | $1.7M | +2,438 (+1.2%) |
| 35 | VARCOV Co. | 207,364 | 0.19% | $1.6M | NEW |
| 36 | MILLENNIUM MANAGEMENT LLC | 174,277 | 0.16% | $1.4M | -48,550 (-21.8%) |
| 37 | Nuveen, LLC | 167,784 | 0.16% | $1.3M | +32,601 (+24.1%) |
| 38 | WELLS FARGO & COMPANY/MN | 156,636 | 0.15% | $1.2M | +53,103 (+51.3%) |
| 39 | Penserra Capital Management LLC | 156,323 | 0.15% | $1.2M | +5,133 (+3.4%) |
| 40 | Graham Capital Management, L.P. | 152,866 | 0.14% | $1.2M | +31,531 (+26.0%) |
| 41 | Squarepoint Ops LLC | 142,866 | 0.13% | $1.1M | +37,806 (+36.0%) |
| 42 | PVG ASSET MANAGEMENT CORP | 133,630 | 0.12% | $1.1M | +4,970 (+3.9%) |
| 43 | IEQ CAPITAL, LLC | 130,496 | 0.12% | $1.0M | +72,143 (+123.6%) |
| 44 | PRICE T ROWE ASSOCIATES INC /MD/ | 126,671 | 0.12% | $1.0M | +34,636 (+37.6%) |
| 45 | JPMORGAN CHASE & CO | 125,429 | 0.12% | $988K | +11,356 (+10.0%) |
| 46 | LPL Financial LLC | 120,900 | 0.11% | $955K | -5,880 (-4.6%) |
| 47 | RHUMBLINE ADVISERS | 115,295 | 0.11% | $911K | +23,147 (+25.1%) |
| 48 | Centiva Capital, LP | 100,000 | 0.09% | $790K | NEW |
| 49 | Y-Intercept (Hong Kong) Ltd | 98,930 | 0.09% | $782K | NEW |
| 50 | ExodusPoint Capital Management, LP | 98,865 | 0.09% | $781K | -25,141 (-20.3%) |
| 51 | WINTON GROUP Ltd | 92,000 | 0.09% | $727K | NEW |
| 52 | DEUTSCHE BANK AG\ | 89,002 | 0.08% | $703K | +39,994 (+81.6%) |
| 53 | ENVESTNET ASSET MANAGEMENT INC | 88,421 | 0.08% | $699K | +69,137 (+358.5%) |
| 54 | MARSHALL WACE, LLP | 84,622 | 0.08% | $669K | NEW |
| 55 | TWO SIGMA SECURITIES, LLC | 81,219 | 0.08% | $642K | NEW |
| 56 | LSV ASSET MANAGEMENT | 77,623 | 0.07% | $613K | -757 (-1.0%) |
| 57 | Quantbot Technologies LP | 69,792 | 0.06% | $551K | NEW |
| 58 | Russell Investments Group, Ltd. | 68,485 | 0.06% | $541K | +29,975 (+77.8%) |
| 59 | Virtu Financial LLC | 67,225 | 0.06% | $531K | NEW |
| 60 | ALLIANCEBERNSTEIN L.P. | 64,217 | 0.06% | $519K | — |
| 61 | FRANKLIN RESOURCES INC | 62,495 | 0.06% | $494K | +17,502 (+38.9%) |
| 62 | IFP Advisors, Inc | 60,872 | 0.06% | $481K | +57,486 (+1697.8%) |
| 63 | Straight Path Wealth Management | 59,500 | 0.06% | $470K | +6,500 (+12.3%) |
| 64 | MetLife Investment Management, LLC | 53,379 | 0.05% | $422K | +19,221 (+56.3%) |
| 65 | Dynamic Advisor Solutions LLC | 50,165 | 0.05% | $396K | -138 (-0.3%) |
| 66 | Schonfeld Strategic Advisors LLC | 50,126 | 0.05% | $396K | -24,494 (-32.8%) |
| 67 | Quantinno Capital Management LP | 49,522 | 0.05% | $391K | +4,025 (+8.8%) |
| 68 | CITIGROUP INC | 48,884 | 0.05% | $386K | +38,602 (+375.4%) |
| 69 | Qube Research & Technologies Ltd | 48,258 | 0.04% | $381K | -32,855 (-40.5%) |
| 70 | OSAIC HOLDINGS, INC. | 48,130 | 0.04% | $380K | +25,149 (+109.4%) |
| 71 | Mariner, LLC | 47,724 | 0.04% | $377K | NEW |
| 72 | ROYAL BANK OF CANADA | 47,374 | 0.04% | $374K | +39,866 (+531.0%) |
| 73 | SeaCrest Wealth Management, LLC | 46,009 | 0.04% | $363K | NEW |
| 74 | Vanguard Global Advisers, LLC | 40,523 | 0.04% | $320K | +12,594 (+45.1%) |
| 75 | US BANCORP \DE\ | 36,497 | 0.03% | $288K | +36,174 (+11199.4%) |
| 76 | Sterling Capital Management LLC | 35,898 | 0.03% | $284K | +33,344 (+1305.6%) |
| 77 | Connor, Clark & Lunn Investment Management Ltd. | 34,390 | 0.03% | $272K | NEW |
| 78 | State of Wyoming | 33,619 | 0.03% | $266K | -7,385 (-18.0%) |
| 79 | PFG Investments, LLC | 32,481 | 0.03% | $257K | -34,228 (-51.3%) |
| 80 | Range Financial Group LLC | 31,026 | 0.03% | $245K | +181 (+0.6%) |
| 81 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 30,739 | 0.03% | $244K | +17,881 (+139.1%) |
| 82 | Cerity Partners LLC | 29,903 | 0.03% | $236K | +18,952 (+173.1%) |
| 83 | GSA CAPITAL PARTNERS LLP | 29,481 | 0.03% | $233K | NEW |
| 84 | Universal- Beteiligungs- und Servicegesellschaft mbH | 27,196 | 0.03% | $215K | — |
| 85 | NISA INVESTMENT ADVISORS, LLC | 27,036 | 0.03% | $217K | +20,719 (+328.0%) |
| 86 | Police & Firemen's Retirement System of New Jersey | 26,902 | 0.02% | $213K | +7,559 (+39.1%) |
| 87 | Vident Advisory, LLC | 25,467 | 0.02% | $201K | +2,289 (+9.9%) |
| 88 | Caption Management, LLC | 25,000 | 0.02% | $198K | — |
| 89 | MERCER GLOBAL ADVISORS INC /ADV | 24,865 | 0.02% | $196K | +7,496 (+43.2%) |
| 90 | 180 WEALTH ADVISORS, LLC | 24,597 | 0.02% | $194K | +1,690 (+7.4%) |
| 91 | NEW YORK STATE COMMON RETIREMENT FUND | 24,226 | 0.02% | $191K | — |
| 92 | FMR LLC | 24,162 | 0.02% | $191K | +10,676 (+79.2%) |
| 93 | Cambridge Investment Research Advisors, Inc. | 22,336 | 0.02% | $176K | NEW |
| 94 | BARCLAYS PLC | 21,931 | 0.02% | $173K | -2,136 (-8.9%) |
| 95 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21,223 | 0.02% | $168K | +2,122 (+11.1%) |
| 96 | Morling Financial Advisors, LLC | 21,196 | 0.02% | $167K | +904 (+4.5%) |
| 97 | Pallas Capital Advisors LLC | 20,275 | 0.02% | $160K | NEW |
| 98 | INTECH INVESTMENT MANAGEMENT LLC | 18,679 | 0.02% | $148K | -3,934 (-17.4%) |
| 99 | Jain Global LLC | 17,900 | 0.02% | $141K | NEW |
| 100 | STRS OHIO | 17,900 | 0.02% | $141K | +5,500 (+44.4%) |
| 101 | J. Safra Sarasin Holding AG | 17,504 | 0.02% | $138K | NEW |
| 102 | VOYA INVESTMENT MANAGEMENT LLC | 17,235 | 0.02% | $136K | +5,796 (+50.7%) |
| 103 | VIRTUS ADVISERS, LLC | 16,704 | 0.02% | $132K | -696 (-4.0%) |
| 104 | Dynamic Technology Lab Private Ltd | 16,095 | 0.01% | $127K | NEW |
| 105 | Legal & General Group Plc | 15,769 | 0.01% | $125K | +9,018 (+133.6%) |
| 106 | Creative Planning | 15,765 | 0.01% | $125K | -831 (-5.0%) |
| 107 | Continuum Advisory, LLC | 15,633 | 0.01% | $124K | -256 (-1.6%) |
| 108 | PRUDENTIAL FINANCIAL INC | 14,922 | 0.01% | $118K | -228,345 (-93.9%) |
| 109 | Visionary Wealth Advisors | 14,900 | 0.01% | $118K | — |
| 110 | SEI INVESTMENTS CO | 14,763 | 0.01% | $117K | -88,008 (-85.6%) |
| 111 | Rockefeller Capital Management L.P. | 14,405 | 0.01% | $114K | +13,025 (+943.8%) |
| 112 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,974 | 0.01% | $110K | -137,682 (-90.8%) |
| 113 | BNP PARIBAS FINANCIAL MARKETS | 13,619 | 0.01% | $108K | -3,216 (-19.1%) |
| 114 | Walleye Trading LLC | 13,609 | 0.01% | $108K | NEW |
| 115 | Integrated Wealth Concepts LLC | 13,200 | 0.01% | $104K | +2,226 (+20.3%) |
| 116 | Arax Advisory Partners | 12,966 | 0.01% | $102K | NEW |
| 117 | CAPTRUST FINANCIAL ADVISORS | 12,949 | 0.01% | $102K | NEW |
| 118 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 11,974 | 0.01% | $95K | — |
| 119 | ProShare Advisors LLC | 11,942 | 0.01% | $94K | +765 (+6.8%) |
| 120 | Equitable Holdings, Inc. | 11,360 | 0.01% | $90K | NEW |
| 121 | StoneX Group Inc. | 10,937 | 0.01% | $86K | NEW |
| 122 | VICTORY CAPITAL MANAGEMENT INC | 10,695 | 0.01% | $84K | NEW |
| 123 | PNC Financial Services Group, Inc. | 10,328 | 0.01% | $82K | -5,314 (-34.0%) |
| 124 | OXFORD FINANCIAL GROUP, LTD. LLC | 10,000 | 0.01% | $79K | — |
| 125 | Global Retirement Partners, LLC | 8,813 | 0.01% | $70K | NEW |
| 126 | Ameritas Investment Partners, Inc. | 8,278 | 0.01% | $65K | +2,089 (+33.8%) |
| 127 | Allworth Financial LP | 7,593 | 0.01% | $60K | +1,415 (+22.9%) |
| 128 | Spire Wealth Management | 7,355 | 0.01% | $58K | -897 (-10.9%) |
| 129 | GROUP ONE TRADING LLC | 5,939 | 0.01% | $47K | -6,531 (-52.4%) |
| 130 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 5,770 | 0.01% | $46K | — |
| 131 | JONES FINANCIAL COMPANIES LLLP | 5,412 | 0.01% | $43K | +2,890 (+114.6%) |
| 132 | Bogart Wealth, LLC | 4,711 | 0.00% | $37K | — |
| 133 | Tower Research Capital LLC (TRC) | 4,642 | 0.00% | $37K | +1,505 (+48.0%) |
| 134 | SIMPLEX TRADING, LLC | 3,655 | 0.00% | $29K | -12,568 (-77.5%) |
| 135 | SIGNATUREFD, LLC | 3,380 | 0.00% | $27K | +2,692 (+391.3%) |
| 136 | Osbon Capital Management LLC | 2,674 | 0.00% | $21K | NEW |
| 137 | IFG Advisory, LLC | 2,500 | 0.00% | $20K | NEW |
| 138 | Parallel Advisors, LLC | 1,285 | 0.00% | $10K | +9 (+0.7%) |
| 139 | Larson Financial Group LLC | 1,263 | 0.00% | $10K | +1,236 (+4577.8%) |
| 140 | GAMMA Investing LLC | 1,218 | 0.00% | $10K | -358 (-22.7%) |
| 141 | Farther Finance Advisors, LLC | 1,126 | 0.00% | $9K | +217 (+23.9%) |
| 142 | LGT Financial Advisors LLC | 1,109 | 0.00% | $9K | — |
| 143 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1,080 | 0.00% | $9K | -3,172 (-74.6%) |
| 144 | Essential Partners LLC | 876 | 0.00% | $7K | +459 (+110.1%) |
| 145 | Versant Capital Management, Inc | 792 | 0.00% | $6K | -99 (-11.1%) |
| 146 | FEDERATED HERMES, INC. | 691 | 0.00% | $5K | NEW |
| 147 | EverSource Wealth Advisors, LLC | 633 | 0.00% | $5K | +412 (+186.4%) |
| 148 | ROTHSCHILD INVESTMENT LLC | 512 | 0.00% | $4K | +213 (+71.2%) |
| 149 | Optiver Holding B.V. | 438 | 0.00% | $3K | -218 (-33.2%) |
| 150 | True Wealth Design, LLC | 436 | 0.00% | $3K | -18 (-4.0%) |
| 151 | Pinnacle Wealth Planning Services, Inc. | 389 | 0.00% | $3K | — |
| 152 | Cornerstone Planning Group LLC | 323 | 0.00% | $3K | +205 (+173.7%) |
| 153 | Keating Financial Advisory Services, Inc. | 209 | 0.00% | $2K | — |
| 154 | SHP Wealth Management | 200 | 0.00% | $2K | NEW |
| 155 | Physician Wealth Advisors, Inc. | 185 | 0.00% | $1K | +58 (+45.7%) |
| 156 | NATIONAL BANK OF CANADA /FI/ | 180 | 0.00% | $1K | — |
| 157 | Covestor Ltd | 165 | 0.00% | $1K | +122 (+283.7%) |
| 158 | Federation des caisses Desjardins du Quebec | 163 | 0.00% | $1K | — |
| 159 | City State Bank | 100 | 0.00% | $790 | — |
| 160 | Archer Investment Corp | 98 | 0.00% | $770 | +51 (+108.5%) |
| 161 | HARBOUR INVESTMENTS, INC. | 91 | 0.00% | $720 | +4 (+4.6%) |
| 162 | FIFTH THIRD BANCORP | 91 | 0.00% | $719 | — |
| 163 | TD Waterhouse Canada Inc. | 71 | 0.00% | $560 | — |
| 164 | Stone House Investment Management, LLC | 70 | 0.00% | $553 | NEW |
| 165 | Cornerstone Financial Management LLC | 70 | 0.00% | $553 | — |
| 166 | Parkside Financial Bank & Trust | 60 | 0.00% | $474 | — |
| 167 | Caitong International Asset Management Co., Ltd | 43 | 0.00% | $340 | +8 (+22.9%) |
| 168 | NFSG Corp | 30 | 0.00% | $237 | — |
| 169 | Lodestone Wealth Management LLC | 30 | 0.00% | $237 | — |
| 170 | Clearstead Advisors, LLC | 24 | 0.00% | $190 | NEW |
| 171 | SJS Investment Consulting Inc. | 24 | 0.00% | $190 | NEW |
| 172 | Steward Partners Investment Advisory, LLC | 23 | 0.00% | $182 | NEW |
| 173 | Abound Wealth Management | 21 | 0.00% | $166 | NEW |
| 174 | Napier Financial, LLC | 16 | 0.00% | $126 | -80 (-83.3%) |
| 175 | Ares Financial Consulting, LLC | 15 | 0.00% | $119 | +14 (+1400.0%) |
| 176 | HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 15 | 0.00% | $115 | — |
| 177 | Philadelphia Investment Partners, LLC | 10 | 0.00% | $86 | — |
| 178 | Fortitude Family Office, LLC | 7 | 0.00% | $55 | — |
| 179 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | 0.00% | $32 | NEW |
| 180 | Cullen/Frost Bankers, Inc. | 1 | 0.00% | $4 | -3,062 (-100.0%) |
| 181 | Bell Investment Advisors, Inc | 1 | 0.00% | $8 | — |
Exited since 2026-03-31 (28 filers; largest 25 shown)
Large holders from 13D/13G (latest per reporting person, last 2 years)
Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.
| Reporting person | Form | Filed | Event | Shares | % of class |
|---|---|---|---|---|---|
| The Vanguard Group | SCHEDULE 13G/A | 2026-03-27 | 2026-03-13 | 0 | 0% |
| BlackRock, Inc. | SCHEDULE 13G/A | 2025-02-05 | 2024-12-31 | 5,563,736 | 9.2% |
Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.