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 $141.68M in IVOL holdings during the latest filing period.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of IVOL tracked by InsiderSet, reporting ownership valued at approximately $16.04M in its March 31, 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 $14.91M, representing an estimated loss of -7.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed IVOL value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, One Plus One Wealth Management, Llc, Morgan Stanley, 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
76
Total Reported Value
$141.68M
Largest Holder
Raymond James Financial Inc
Largest Position
$16.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
103
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.00% | 857,465 | $16,043,176 | $14,907,029 | -$1,136,147 | -7.08% | |
| One Plus One Wealth Management, Llc | 6.60% | 872,827 | $15,091,179 | $15,174,097 | +$82,918 | +0.55% | |
| Morgan Stanley | 0.00% | 803,812 | $15,039,348 | $13,974,272 | -$1,065,076 | -7.08% | |
| Financial Enhancement Group Llc | 1.58% | 766,757 | $13,257,231 | $13,330,070 | +$72,839 | +0.55% | |
| Wells Fargo & Company/Mn | 0.00% | 482,118 | $9,020,415 | $8,381,621 | -$638,794 | -7.08% | |
| Cachetech Inc. | 1.70% | 471,454 | $8,820,900 | $8,196,228 | -$624,672 | -7.08% | |
| Adams Wealth Management | 1.82% | 443,506 | $8,297,993 | $7,710,352 | -$587,641 | -7.08% | |
| Parkside Investments, Llc | 0.74% | 386,640 | $6,685,006 | $6,721,736 | +$36,730 | +0.55% | |
| Hilltop Holdings Inc. | 0.53% | 309,674 | $5,794,001 | $5,383,682 | -$410,319 | -7.08% | |
| Regal Investment Advisors Llc | 0.27% | 247,126 | $4,623,745 | $4,296,286 | -$327,459 | -7.08% | |
| Bleakley Financial Group, Llc | 0.07% | 242,096 | $4,529,613 | $4,208,839 | -$320,774 | -7.08% | |
| Royal Bank Of Canada | 0.00% | 197,932 | $3,703,000 | $3,441,048 | -$261,952 | -7.07% | |
| Opes Wealth Management Llc | 0.54% | 169,559 | $3,172,449 | $2,947,783 | -$224,666 | -7.08% | |
| Professional Financial Management, Inc. | 3.11% | 177,105 | $3,062,145 | $3,078,970 | +$16,825 | +0.55% | |
| Bcs Private Wealth Management, Inc. | 0.91% | 174,467 | $3,016,539 | $3,033,109 | +$16,570 | +0.55% | |
| Ballew Advisors, Inc | 1.36% | 151,181 | $2,626,764 | $2,628,282 | +$1,518 | +0.06% | |
| Pekin Hardy Strauss, Inc. | 0.20% | 130,449 | $2,255,463 | $2,267,856 | +$12,393 | +0.55% | |
| Avos Capital Management, Llc | 0.69% | 93,126 | $1,742,383 | $1,618,996 | -$123,387 | -7.08% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 98,591 | $1,705,134 | $1,714,005 | +$8,871 | +0.52% | |
| Hightower Advisors, Llc | 0.00% | 80,155 | $1,499,700 | $1,393,495 | -$106,205 | -7.08% | |
| Chicago Partners Investment Group Llc | 0.02% | 72,263 | $1,242,199 | $1,256,292 | +$14,093 | +1.13% | |
| Lpl Financial Llc | 0.00% | 56,384 | $1,054,942 | $980,236 | -$74,706 | -7.08% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.08% | 43,911 | $759,220 | $763,393 | +$4,173 | +0.55% | |
| Summit Financial, Llc | 0.01% | 39,571 | $740,371 | $687,942 | -$52,429 | -7.08% | |
| Us Bancorp \De\ | 0.00% | 33,972 | $635,616 | $590,603 | -$45,013 | -7.08% | |
| Ascentis Independent Advisors | 0.05% | 33,451 | $625,868 | $581,546 | -$44,322 | -7.08% | |
| Brucke Financial, Inc. | 0.28% | 35,912 | $620,918 | $624,330 | +$3,412 | +0.55% | |
| Fifth Third Bancorp | 0.00% | 32,276 | $603,884 | $561,118 | -$42,766 | -7.08% | |
| Faithward Advisors, Llc | 0.08% | 31,639 | $591,961 | $550,044 | -$41,917 | -7.08% | |
| Fortis Group Advisors, Llc | 0.09% | 31,381 | $542,586 | $545,559 | +$2,973 | +0.55% | |
| Mraz, Amerine & Associates, Inc. | 0.08% | 30,989 | $535,800 | $538,744 | +$2,944 | +0.55% | |
| Osaic Holdings, Inc. | 0.00% | 26,643 | $498,557 | $463,189 | -$35,368 | -7.09% | |
| Prostatis Group Llc | 0.08% | 17,602 | $329,325 | $306,011 | -$23,314 | -7.08% | |
| Citadel Advisors Llc | 0.00% | 16,536 | $309,389 | $287,478 | -$21,911 | -7.08% | |
| Stifel Financial Corp | 0.00% | 15,775 | $295,150 | $274,248 | -$20,902 | -7.08% | |
| Moors & Cabot, Inc. | 0.01% | 15,570 | $291,315 | $270,684 | -$20,631 | -7.08% | |
| Magnus Financial Group Llc | 0.02% | 16,080 | $278,026 | $279,551 | +$1,525 | +0.55% | |
| Farther Finance Advisors, Llc | 0.00% | 15,282 | $264,234 | $265,678 | +$1,444 | +0.55% | |
| Susquehanna International Group, Llp | 0.00% | 12,295 | $230,039 | $213,749 | -$16,290 | -7.08% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 10,020 | $187,474 | $174,198 | -$13,276 | -7.08% | |
| Lri Investments, Llc | 0.01% | 9,000 | $155,610 | $156,465 | +$855 | +0.55% | |
| Epg Wealth Management Llc | 0.04% | 8,534 | $147,552 | $148,364 | +$812 | +0.55% | |
| Mai Capital Management | 0.00% | 5,000 | $93,550 | $86,925 | -$6,625 | -7.08% | |
| Ifp Advisors, Inc | 0.00% | 5,275 | $91,205 | $91,706 | +$501 | +0.55% | |
| Oakworth Capital, Inc. | 0.00% | 5,000 | $86,450 | $86,925 | +$475 | +0.55% | |
| Cwm, Llc | 0.00% | 4,401 | $82,345 | $76,511 | -$5,834 | -7.08% | |
| Wealth Enhancement Trust Services, Inc. | 0.01% | 3,135 | $60,066 | $54,502 | -$5,564 | -9.26% | |
| Blair William & Co/Il | 0.00% | 3,175 | $59,404 | $55,197 | -$4,207 | -7.08% | |
| Rockefeller Capital Management L.P. | 0.00% | 2,954 | $55,269 | $51,355 | -$3,914 | -7.08% | |
| Td Waterhouse Canada Inc. | 0.00% | 2,450 | $42,361 | $42,593 | +$232 | +0.55% |
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.