QUADRATIC INT RTE VOL INFL H (IVOL) Institutional Shareholders
QUADRATIC INT RTE VOL INFL H (IVOL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $104.15M in IVOL holdings during the latest filing period.
One Plus One Wealth Management, Llc is currently the largest disclosed institutional shareholder of IVOL tracked by InsiderSet, reporting ownership valued at approximately $15.09M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $14.31M, representing an estimated loss of -5.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed IVOL value among the investors covered in this analysis. Major shareholders include One Plus One Wealth Management, Llc, Raymond James Financial Inc, Financial Enhancement Group Llc, and several other long-term asset managers with concentrated positions in QUADRATIC INT RTE VOL INFL H (IVOL).
This page ranks the largest institutional IVOL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
65
Total Reported Value
$104.15M
Largest Holder
One Plus One Wealth Management, Llc
Largest Position
$15.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
106
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| One Plus One Wealth Management, Llc | 6.60% | 872,827 | $15,091,179 | $14,314,363 | -$776,816 | -5.15% | |
| Raymond James Financial Inc | 0.00% | 865,019 | $14,956,176 | $14,186,312 | -$769,864 | -5.15% | |
| Financial Enhancement Group Llc | 1.58% | 766,757 | $13,257,231 | $12,574,815 | -$682,416 | -5.15% | |
| Morgan Stanley | 0.00% | 498,220 | $8,614,247 | $8,170,808 | -$443,439 | -5.15% | |
| Parkside Investments, Llc | 0.74% | 386,640 | $6,685,006 | $6,340,896 | -$344,110 | -5.15% | |
| Bleakley Financial Group, Llc | 0.07% | 309,160 | $5,345,384 | $5,070,224 | -$275,160 | -5.15% | |
| Wells Fargo & Company/Mn | 0.00% | 256,294 | $4,431,317 | $4,203,222 | -$228,095 | -5.15% | |
| Opes Wealth Management Llc | 0.54% | 169,559 | $3,172,449 | $2,780,768 | -$391,681 | -12.35% | |
| Regal Investment Advisors Llc | 0.16% | 177,461 | $3,068,301 | $2,910,360 | -$157,941 | -5.15% | |
| Professional Financial Management, Inc. | 3.11% | 177,105 | $3,062,145 | $2,904,522 | -$157,623 | -5.15% | |
| Bcs Private Wealth Management, Inc. | 0.91% | 174,467 | $3,016,539 | $2,861,259 | -$155,280 | -5.15% | |
| Ballew Advisors, Inc | 1.36% | 151,181 | $2,626,764 | $2,479,368 | -$147,396 | -5.61% | |
| Pekin Hardy Strauss, Inc. | 0.20% | 130,449 | $2,255,463 | $2,139,364 | -$116,099 | -5.15% | |
| Royal Bank Of Canada | 0.00% | 116,517 | $2,015,000 | $1,910,879 | -$104,121 | -5.17% | |
| Osaic Holdings, Inc. | 0.00% | 113,193 | $1,957,451 | $1,856,365 | -$101,086 | -5.16% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 98,591 | $1,705,134 | $1,616,892 | -$88,242 | -5.18% | |
| Stifel Financial Corp | 0.00% | 88,882 | $1,536,774 | $1,457,665 | -$79,109 | -5.15% | |
| Chicago Partners Investment Group Llc | 0.02% | 72,263 | $1,242,199 | $1,185,113 | -$57,086 | -4.60% | |
| Lpl Financial Llc | 0.00% | 48,276 | $834,689 | $791,726 | -$42,963 | -5.15% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.08% | 43,911 | $759,220 | $720,140 | -$39,080 | -5.15% | |
| Summit Financial, Llc | 0.01% | 38,884 | $672,302 | $637,698 | -$34,604 | -5.15% | |
| Susquehanna International Group, Llp | 0.00% | 36,095 | $624,083 | $591,958 | -$32,125 | -5.15% | |
| Brucke Financial, Inc. | 0.28% | 35,912 | $620,918 | $588,957 | -$31,961 | -5.15% | |
| Fifth Third Bancorp | 0.00% | 31,576 | $545,950 | $517,846 | -$28,104 | -5.15% | |
| Fortis Group Advisors, Llc | 0.09% | 31,381 | $542,586 | $514,648 | -$27,938 | -5.15% | |
| Mraz, Amerine & Associates, Inc. | 0.08% | 30,989 | $535,800 | $508,220 | -$27,580 | -5.15% | |
| Faithward Advisors, Llc | 0.07% | 30,934 | $534,851 | $507,318 | -$27,533 | -5.15% | |
| Jane Street Group, Llc | 0.00% | 29,173 | $504,401 | $478,437 | -$25,964 | -5.15% | |
| Citadel Advisors Llc | 0.00% | 26,095 | $451,183 | $427,958 | -$23,225 | -5.15% | |
| Newedge Advisors, Llc | 0.00% | 23,169 | $400,590 | $379,972 | -$20,618 | -5.15% | |
| Goldman Sachs Group Inc | 0.00% | 19,307 | $333,818 | $316,635 | -$17,183 | -5.15% | |
| Magnus Financial Group Llc | 0.02% | 16,080 | $278,026 | $263,712 | -$14,314 | -5.15% | |
| Us Bancorp \De\ | 0.00% | 15,295 | $264,451 | $250,838 | -$13,613 | -5.15% | |
| Farther Finance Advisors, Llc | 0.00% | 15,282 | $264,234 | $250,625 | -$13,609 | -5.15% | |
| Prostatis Group Llc | 0.06% | 14,822 | $256,273 | $243,081 | -$13,192 | -5.15% | |
| Hrt Financial Lp | 0.00% | 13,370 | $231,000 | $219,268 | -$11,732 | -5.08% | |
| Adams Wealth Management | 0.04% | 13,291 | $229,801 | $217,972 | -$11,829 | -5.15% | |
| Cachetech Inc. | 0.04% | 13,291 | $229,801 | $217,972 | -$11,829 | -5.15% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 9,770 | $168,931 | $160,228 | -$8,703 | -5.15% | |
| Lri Investments, Llc | 0.01% | 9,000 | $155,610 | $147,600 | -$8,010 | -5.15% | |
| Epg Wealth Management Llc | 0.04% | 8,534 | $147,552 | $139,958 | -$7,594 | -5.15% | |
| Ifp Advisors, Inc | 0.00% | 5,275 | $91,205 | $86,510 | -$4,695 | -5.15% | |
| Oakworth Capital, Inc. | 0.00% | 5,000 | $86,450 | $82,000 | -$4,450 | -5.15% | |
| Cwm, Llc | 0.00% | 4,401 | $82,345 | $72,176 | -$10,169 | -12.35% | |
| Blair William & Co/Il | 0.00% | 3,175 | $54,896 | $52,070 | -$2,826 | -5.15% | |
| Rockefeller Capital Management L.P. | 0.00% | 2,954 | $51,075 | $48,446 | -$2,629 | -5.15% | |
| Td Waterhouse Canada Inc. | 0.00% | 2,450 | $42,361 | $40,180 | -$2,181 | -5.15% | |
| Copia Wealth Management | 0.01% | 1,033 | $17,861 | $16,941 | -$920 | -5.15% | |
| Golden State Wealth Management, Llc | 0.00% | 906 | $15,664 | $14,858 | -$806 | -5.14% | |
| Bank Of Montreal | 0.00% | 750 | $12,968 | $12,300 | -$668 | -5.15% |
Frequently asked questions about IVOL
Who owns the most IVOL stock?
The largest holders of IVOL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for QUADRATIC INT RTE VOL INFL H (IVOL).
Is IVOL widely held by superinvestors?
Many widely followed stocks like IVOL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IVOL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.