QUADRATIC INT RTE VOL INFL H (IVOL) Institutional Ownership Changes & 13F Activity
QUADRATIC INT RTE VOL INFL H (IVOL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cachetech Inc., Adams Wealth Management, Morgan Stanley, Wells Fargo & Company/Mn, and Osaic Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +9,559 | +57.8% | 26,095 | $451.18K | Q2 2026 | Sep 02, 2026 |
| Wells Fargo & Company/Mn | Sell | -225,824 | -46.8% | 256,294 | $4.43M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +86,550 | +324.9% | 113,193 | $1.96M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -81,415 | -41.1% | 116,517 | $2.02M | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors Llc | Sell | -69,665 | -28.2% | 177,461 | $3.07M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +29,173 | — | 29,173 | $504.40K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +23,800 | +193.6% | 36,095 | $624.08K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +19,307 | — | 19,307 | $333.82K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +13,370 | — | 13,370 | $231.00K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +7,554 | +0.9% | 865,019 | $14.96M | Q2 2026 | Aug 14, 2026 |
| Prostatis Group Llc | Sell | -2,780 | -15.8% | 14,822 | $256.27K | Q2 2026 | Aug 14, 2026 |
| Mcguire Capital Advisors Inc | Buy | +201 | — | 201 | $3.48K | Q2 2026 | Aug 14, 2026 |
| Nemes Rush Group Llc | Buy | +201 | — | 201 | $3.48K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +2 | +0.8% | 256 | $4.43K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -305,592 | -38.0% | 498,220 | $8.61M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -250 | -2.5% | 9,770 | $168.93K | Q2 2026 | Aug 13, 2026 |
| Stifel Financial Corp | Buy | +73,107 | +463.4% | 88,882 | $1.54M | Q2 2026 | Aug 12, 2026 |
| Us Bancorp \De\ | Sell | -18,677 | -55.0% | 15,295 | $264.45K | Q2 2026 | Aug 12, 2026 |
| Faithward Advisors, Llc | Sell | -705 | -2.2% | 30,934 | $534.85K | Q2 2026 | Aug 12, 2026 |
| Summit Financial, Llc | Sell | -687 | -1.7% | 38,884 | $672.30K | Q2 2026 | Aug 12, 2026 |
| Bank Of Montreal | Buy | +550 | +275.0% | 750 | $12.97K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +167 | — | 167 | $2.92K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +18 | +0.1% | 23,169 | $400.59K | Q2 2026 | Aug 12, 2026 |
| Cachetech Inc. | Sell | -458,163 | -97.2% | 13,291 | $229.80K | Q2 2026 | Aug 11, 2026 |
| Adams Wealth Management | Sell | -430,215 | -97.0% | 13,291 | $229.80K | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | Sell | -4 | -28.6% | 10 | $175.00 | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Sell | -8,108 | -14.4% | 48,276 | $834.69K | Q2 2026 | Aug 07, 2026 |
| Bleakley Financial Group, Llc | Buy | +67,064 | +27.7% | 309,160 | $5.35M | Q2 2026 | Aug 05, 2026 |
| Fifth Third Bancorp | Sell | -700 | -2.2% | 31,576 | $545.95K | Q2 2026 | Aug 05, 2026 |
| Bcs Private Wealth Management, Inc. | Sell | -7,378 | -4.1% | 174,467 | $3.02M | Q2 2026 | Jul 31, 2026 |
Frequently asked questions about IVOL activity
Which institutional owners are buying IVOL?
Institutional owners buying IVOL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IVOL activity?
"Buy" means an investor increased their reported position in IVOL compared to the prior reporting period. This reflects growing exposure to QUADRATIC INT RTE VOL INFL H (IVOL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IVOL increasing?
Institutional interest in IVOL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.