ISHS INTL VALU FCTR ETF

$IVLU
← All companies Sign in to track
Smart money positioned

5 of the Top-200 alpha managers hold $IVLU as of the latest 13F snapshot.

13F holders
353
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

5 holders · Q1 2026

$IVLU is held by 5 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.01% to 0.15%, with an average of 0.05% of portfolio. Largest holder: Erste Asset Management GmbH at 0.15%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Erste Asset Management GmbH
0.15% NEW
α +33.4pts
02
TRUE Private Wealth Advisors
0.02% held
α +23.4pts
03
Fiduciary Alliance LLC
0.02% held
α +16.8pts
04
Choate Investment Advisors
0.01% held
α +13.8pts
05
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 353 · Source: 13F-HR
01
1834 Investment Advisors Co.
0.44% of portfolio
18,186,706 sh
02
TB Capital Gestao de Recursos Ltda.
0.01% of portfolio
13,965,068 sh
03
Legal & General Group Plc
0.20% of portfolio
3,485,787 sh
04
Philip James Wealth Mangement, LLC
2.37% of portfolio
2,239,680 sh
05
Sheaff Brock Investment Advisors, LLC
0.04% of portfolio
2,111,843 sh
06
Taconic Capital Advisors LP
0.02% of portfolio
1,935,249 sh
07
Mithril II GP LP
5.11% of portfolio
1,183,852 sh
08
Corre Partners Management, LLC
0.05% of portfolio
1,021,858 sh
09
Exor N.V.
—
920,247 sh
10
Raymond James Financial Inc.
0.01% of portfolio
895,631 sh
See all 353 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $IVLU in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $IVLU in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:02 UTC.