IVZ

$IVZ
Smart money positioned

12 of the Top-200 alpha managers hold $IVZ as of the latest 13F snapshot.

13F holders
589
Insider buys · 90d
0
Congress · 90d
2trades

Smart Money · top-200 alpha cohort

12 holders · Q1 2026

$IVZ is held by 12 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.26%, with an average of 0.05% of portfolio. Largest holder: Cacti Asset Management LLC at 0.26%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

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 589 · Source: 13F-HR
01
BC Partners PE LP
91.14% of portfolio
81,332,319 sh
02
Bahl & Gaynor Inc.
0.04% of portfolio
67,018,602 sh
03
Evergreen Capital Management LLC
0.26% of portfolio
43,297,350 sh
04
Banyan Capital Management, Inc.
0.01% of portfolio
22,552,138 sh
05
State Street
0.02% of portfolio
21,541,382 sh
06
Axa S.a.
0.01% of portfolio
16,705,078 sh
07
Rs Crum Inc.
0.48% of portfolio
6,641,302 sh
08
Staley Capital Advisers Inc.
0.04% of portfolio
4,815,122 sh
09
Strs Ohio
0.02% of portfolio
4,446,841 sh
10
ProShare Advisors LLC
0.01% of portfolio
3,902,656 sh
See all 589 13F holders · Pro →

Insider activity · last 90 days

2 transactions · 2 filers
31 Oct 2025
Sharp Douglas J
▼ SOLD
160,000
$23.56
S
10 Sep 2025
Butcher Stephanie
▼ SOLD
103,192
$22.12
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

13 disclosures · STOCK Act
House · Oklahoma · Traded Mar 17
SOLD
$15K–$50K
Apr 6STOCK
Insider · Form 4
SOLD
$15K–$50K
Mar 31STOCK
House · California · Traded Feb 10
SOLD
$1K–$15K
Mar 9STOCK
House · Michigan · Traded Feb 10
SOLD
$1K–$15K
Mar 6STOCK
House · California · Traded Jan 9
BOUGHT
$1K–$15K
Feb 13STOCK
House · Michigan · Traded Jan 9
BOUGHT
$1K–$15K
Feb 11STOCK
House · California · Traded Apr 23
BOUGHT
$1K–$15K
May 12STOCK
House · Pennsylvania · Traded Apr 8
SOLD
$1K–$15K
Apr 28STOCK
House · California · Traded Mar 6
SOLD
$1K–$15K
Apr 11STOCK
House · California · Traded Mar 12
SOLD
$1K–$15K
Apr 11STOCK
See full $IVZ Congress history →

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:54 UTC.