Who Owns Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL)?Hedge Fund & Institutional Holders

$18.77-0.01 (-0.08%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.000000015e+274T

% of Float Held

—

QoQ Change in Holders

+9 / -4

Price History

$17.44$18.13$18.82$19.51$20.20Sep 24Jun 25Mar 26

IVOL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
JPMORGAN CHASE & COIncreased+5.2M+$99.0B
ONE PLUS ONE WEALTH MANAGEMENT, LLCNew Position+490K+$9.4B
Ballew Advisors, IncNew Position+143K+$2.7B
DLD Asset Management, LPIncreased+29K+$547.1M
CITADEL ADVISORS LLCIncreased+43K+$536.4M
CacheTech Inc.Increased+22K+$376.6M
Prostatis Group LLCNew Position+18K+$335.0M
Magnus Financial Group LLCNew Position+17K+$320.0M
Straight Path Wealth ManagementNew Position+11K+$202.0M
Rossby Financial, LCCNew Position+10K+$191.0M
EPG Wealth Management LLCNew Position+8K+$160.0M
OSAIC HOLDINGS, INC.Increased+16K+$109.5M
Oakworth Capital, Inc.New Position+5K+$95.0M
Quarry LPIncreased+4K+$71.7M
Capital Investment Advisory Services, LLCNew Position+3K+$58.0M

IVOL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
WELLS FARGO & COMPANY/MNDecreased-140K-$4.4B
FOURPATH CAPITAL MANAGEMENT, LLCDecreased-168K-$3.3B
Hilltop Holdings Inc.Decreased-127K-$2.7B
UBS Group AGClosed Position-139K-$2.7B
ROYAL BANK OF CANADADecreased-33K-$2.7B
LPL Financial LLCDecreased-6K-$2.5B
HighTower Advisors, LLCDecreased-34K-$2.0B
RAYMOND JAMES FINANCIAL INCDecreased-14K-$1.3B
CAPTRUST FINANCIAL ADVISORSClosed Position-44K-$852.2M
OLD MISSION CAPITAL LLCDecreased-40K-$768.8M
Fortis Group Advisors, LLCDecreased-38K-$741.2M
Regal Investment Advisors LLCDecreased-17K-$365.7M
WOLVERINE TRADING, LLCClosed Position-18K-$343.3M
GROUP ONE TRADING LLCClosed Position-17K-$321.8M
US BANCORP \DE\Decreased-16K-$315.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1JPMORGAN CHASE & CO4,702,713$90.0B0.01%Share
2RAYMOND JAMES FINANCIAL INC805,749$15.0B0.00%Share
3FOURPATH CAPITAL MANAGEMENT, LLC567,991$10.9B1.49%Share
4ONE PLUS ONE WEALTH MANAGEMENT, LLC489,946$9.4B4.33%Share
5JPMORGAN CHASE & CO508,129$9.0B0.00%Share
6WELLS FARGO & COMPANY/MN515,336$9.0B0.00%Share
7CacheTech Inc.442,641$8.5B1.57%Share
8Regal Investment Advisors LLC240,805$4.6B0.28%Share
9Ballew Advisors, Inc142,679$2.7B1.52%Share
10WELLS FARGO & COMPANY/MN145,453$2.0B0.00%Share
11OSAIC HOLDINGS, INC.113,531$2.0B0.00%Share
12DLD Asset Management, LP93,000$1.8B0.13%Share
13Avos Capital Management, LLC79,576$1.5B0.67%Share
14ROYAL BANK OF CANADA95,881$1.0B0.00%Share
15CITADEL ADVISORS LLC66,762$1.0B0.00%Share
16ROYAL BANK OF CANADA89,890$1.0B0.00%Share
17Fortis Group Advisors, LLC50,738$961.0M0.16%Share
18US BANCORP \DE\34,100$653.0M0.00%Share
19Mraz, Amerine & Associates, Inc.30,989$593.0M0.09%Share
20Quarry LP25,240$483.0M0.08%Share
21FIFTH THIRD BANCORP23,395$448.0M0.00%Share
22Prostatis Group LLC17,534$335.0M0.08%Share
23Magnus Financial Group LLC16,703$320.0M0.02%Share
24OLD MISSION CAPITAL LLC13,032$249.0M0.01%Share
25Straight Path Wealth Management10,579$202.0M0.05%Share
26Rossby Financial, LCC10,000$191.0M0.06%Share
27COMERICA BANK9,081$173.0M0.00%Share
28EPG Wealth Management LLC8,398$160.0M0.04%Share
29Oakworth Capital, Inc.5,000$95.0M0.01%Share
30US BANCORP \DE\4,100$78.0M0.00%Share
31Capital Investment Advisory Services, LLC3,035$58.0M0.00%Share
32TCTC Holdings, LLC1,624$31.0M0.00%Share
33Golden State Wealth Management, LLC1,549$29.0M0.00%Share
34Strategic Advocates LLC1,175$22.0M0.01%Share
35Copia Wealth Management1,033$19.0M0.01%Share
36ISLAY CAPITAL MANAGEMENT, LLC1,000$19.0M0.01%Share
37MCF Advisors LLC730$13.0M0.00%Share
38Financial Enhancement Group LLC488,531$9.2M1.20%Share
39MORGAN STANLEY510,830$9.0M0.00%Share
40Adams Wealth Management419,508$8.0M1.71%Share
41Sound Income Strategies, LLC436$8.0M0.00%Share
42WEALTH ENHANCEMENT ADVISORY SERVICES, LLC396,445$7.6M0.01%Share
43Parkside Investments, LLC389,125$7.5M0.94%Share
44Richard Bernstein Advisors LLC294$5.0M0.00%Share
45West Branch Capital LLC230$4.0M0.00%Share
46Pekin Hardy Strauss, Inc.203,777$3.9M0.36%Share
47Bleakley Financial Group, LLC202,031$3.9M0.07%Share
48BCS Private Wealth Management, Inc.184,075$3.5M1.20%Share
49Opes Wealth Management LLC169,483$3.2M0.53%Share
50LPL Financial LLC123,549$2.0M0.00%Share

IVOL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202589$174.6B+25
Q3 202564$87.9B-8
Q2 202572$84.3B-14
Q1 202586$265.2B-6
Q4 202492$3.7T+6
Q3 202486$26.8T+3
Q2 202483$32.0T-1
Q1 202484$34.4T—

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As of Q4 2025, 50 institutional investors hold IVOL (Quadratic Interest Rate Volatility and Inflation Hedge ETF). The largest holder is JPMORGAN CHASE & CO with $90.0B in shares. This quarter, 9 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own IVOL?

As of Q4 2025, 50 institutional investors report holding IVOL (Quadratic Interest Rate Volatility and Inflation Hedge ETF) in their 13F filings.

Who is the largest institutional holder of IVOL?

The largest institutional holder of IVOL is JPMORGAN CHASE & CO with $90.0B in shares.

Is institutional ownership of IVOL increasing or decreasing?

This quarter, 9 institutions opened new positions in IVOL and 4 closed their positions.