QUADRATIC INT RTE VOL INFL H IVOL
$17.38
+0.5% 52w: $17.24 – $19.60
Latest 13F among current holders filed 1 month ago (Jul 9, 2026)
Price — last 12 months
research preview data17.2418.4219.60
Aug 18, 2025 Jul 2, 2026
Institutional holders
79
-12 QoQ
13F value
$286.7M
+2.6% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
0.9×
$189K calls / $215K puts
Institutional value by quarter
Number of holders
Who owns IVOL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | Bank broker | 5.8M | $108.1M | 0.0% | +10.7% |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | — | 1.2M | $22.9M | — | -5.2% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | Wealth advisor | 864.1K | $16.2M | — | +76.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 857.5K | $16.0M | 0.0% | +3.0% |
| MORGAN STANLEY | Bank broker | 803.8K | $15.0M | 0.0% | +57.3% |
| Financial Enhancement Group LLC | Wealth advisor | 676.3K | $12.6M | 1.6% | +38.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 482.1K | $9.0M | 0.0% | -27.0% |
| CacheTech Inc. | Wealth advisor | 471.5K | $8.8M | 1.7% | +6.5% |
| Adams Wealth Management | Wealth advisor | 443.5K | $8.3M | — | +5.7% |
| Parkside Investments, LLC | Wealth advisor | 404.1K | $7.6M | 0.9% | +3.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 318.6K | $5.9M | — | -19.6% |
| Hilltop Holdings Inc. | Other | 309.7K | $5.8M | 0.5% | +2211.2% |
| Regal Investment Advisors LLC | Wealth advisor | 247.1K | $4.6M | 0.3% | +2.6% |
| Bleakley Financial Group, LLC | Wealth advisor | 242.1K | $4.5M | 0.1% | +19.8% |
| Brookwood Investment Group LLC | Wealth advisor | 224.1K | $4.2M | 0.5% | New |
| ROYAL BANK OF CANADA | Bank broker | 197.9K | $3.7M | 0.0% | -5.2% |
| Pekin Hardy Strauss, Inc. | Other | 192.5K | $3.6M | 0.4% | -5.5% |
| BCS Private Wealth Management, Inc. | Other | 181.8K | $3.4M | 1.0% | -1.2% |
| Opes Wealth Management LLC | Wealth advisor | 169.6K | $3.2M | 0.5% | 0.0% |
| Professional Financial Management, Inc. | Wealth advisor | 168.6K | $3.2M | — | +7.7% |
| Ballew Advisors, Inc | Wealth advisor | 147.4K | $2.7M | 1.5% | +3.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 112.7K | $2.1M | 0.0% | +258.1% |
| Avos Capital Management, LLC | Wealth advisor | 93.1K | $1.7M | — | +17.0% |
| HighTower Advisors, LLC | Diversified mechanical | 80.2K | $1.5M | 0.0% | +12.3% |
| Chicago Partners Investment Group LLC | Wealth advisor | 72.3K | $1.3M | 0.0% | Held |
| LPL Financial LLC | Bank broker | 56.4K | $1.1M | 0.0% | -54.4% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Wealth advisor | 44.1K | $825K | 0.1% | +0.1% |
| Fortis Group Advisors, LLC | Wealth advisor | 42.2K | $775K | 0.1% | -16.8% |
| Summit Financial, LLC | Wealth advisor | 39.6K | $740K | 0.0% | +0.9% |
| US BANCORP \DE\ | Wealth advisor | 34.0K | $636K | 0.0% | -11.1% |
| Ascentis Independent Advisors | Other | 33.5K | $626K | 0.0% | New |
| FIFTH THIRD BANCORP | Diversified mechanical | 32.3K | $604K | 0.0% | +38.0% |
| Faithward Advisors, LLC | Other | 31.6K | $592K | — | +0.4% |
| Mraz, Amerine & Associates, Inc. ★2 | Fundamental diversified | 31.0K | $580K | — | Held |
| OSAIC HOLDINGS, INC. | Wealth advisor | 26.6K | $499K | 0.0% | -76.5% |
| NewEdge Advisors, LLC | Diversified mechanical | 23.2K | $433K | 0.0% | +12.7% |
| Prostatis Group LLC | Wealth advisor | 17.6K | $329K | 0.1% | +0.4% |
| Magnus Financial Group LLC | Wealth advisor | 16.7K | $312K | 0.0% | -0.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 16.5K | $309K | 0.0% | -75.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 15.8K | $295K | 0.0% | -0.9% |
| Moors & Cabot, Inc. | Other | 15.6K | $291K | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 12.3K | $230K | 0.0% | -5.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 10.5K | $197K | 0.0% | -69.8% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 10.2K | $192K | 0.0% | New |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 10.0K | $187K | 0.0% | -28.4% |
| EPG Wealth Management LLC | Other | 8.5K | $158K | 0.0% | +0.8% |
| IFP Advisors, Inc | Wealth advisor | 5.3K | $99K | 0.0% | Held |
| OAKWORTH CAPITAL, INC. | Wealth advisor | 5.0K | $94K | 0.0% | Held |
| MAI Capital Management | Wealth advisor | 5.0K | $94K | 0.0% | Held |
| CWM, LLC | Wealth advisor | 4.4K | $82K | 0.0% | +9.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.