Who owns IVOL?
Quadratic Interest Rate Volatility and Inflation Hedge ETF New · Quadratic
68 institutions reported holding IVOL, worth $116.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IVOL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| One Plus One Wealth Management, LLC | Jupiter, FL | $15.1M | 872,827 | +8,745 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $15.0M | 865,019 | +7,554 shares |
| THOR Investment Management Inc. /OH/ | Cincinnati, OH | $13.7M | 791,991 | New position |
| Financial Enhancement Group LLC | Anderson, IN | $13.3M | 766,757 | +90,473 shares |
| Morgan Stanley | New York, NY | $8.6M | 498,220 | −305,592 shares |
| Parkside Investments, LLC | Deerfield, IL | $6.7M | 386,640 | −17,425 shares |
| Bleakley Financial Group, LLC | Parsippany, NJ | $5.3M | 309,160 | +67,064 shares |
| Wells Fargo & Company | San Francisco, CA | $4.4M | 256,294 | −225,824 shares |
| Regal Investment Advisors LLC | Kentwood, MI | $3.1M | 177,461 | −69,665 shares |
| Professional Financial Management, Inc. | Appleton, WI | $3.1M | 177,105 | +8,461 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IVOL?
68 institutional managers reported holding IVOL in Form 13F filings for June 30, 2026, worth $116.8M in total. The largest reported position was held by One Plus One Wealth Management, LLC, at $15.1M.
Did institutions buy or sell IVOL last quarter?
Reported 13F value fell 55.1% from March 31, 2026, which includes price moves as well as buying and selling. 13 firms reported a new position and 19 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IVOL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.