QUADRATIC INT RTE VOL INFL H (IVOL) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $156.16M 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 $16.17M 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 $14.90M, representing an estimated loss of -7.86% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% 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, 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
78
Total Reported Value
$156.16M
Largest Holder
One Plus One Wealth Management, Llc
Largest Position
$16.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
100
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 | 6.82% | 864,082 | $16,166,974 | $14,896,774 | -$1,270,200 | -7.86% | |
| Raymond James Financial Inc | 0.00% | 857,465 | $16,043,176 | $14,782,697 | -$1,260,479 | -7.86% | |
| Morgan Stanley | 0.00% | 803,812 | $15,039,348 | $13,857,719 | -$1,181,629 | -7.86% | |
| Financial Enhancement Group Llc | 1.56% | 676,284 | $12,565,359 | $11,659,136 | -$906,223 | -7.21% | |
| Wells Fargo & Company/Mn | 0.00% | 482,118 | $9,020,415 | $8,311,714 | -$708,701 | -7.86% | |
| Cachetech Inc. | 1.70% | 471,454 | $8,820,900 | $8,127,867 | -$693,033 | -7.86% | |
| Adams Wealth Management | 1.82% | 443,506 | $8,297,993 | $7,646,043 | -$651,950 | -7.86% | |
| Parkside Investments, Llc | 0.92% | 404,065 | $7,560,056 | $6,966,081 | -$593,975 | -7.86% | |
| Professional Financial Management, Inc. | 3.34% | 325,164 | $6,154,252 | $5,605,827 | -$548,425 | -8.91% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 318,583 | $5,922,454 | $5,492,371 | -$430,083 | -7.26% | |
| Hilltop Holdings Inc. | 0.53% | 309,674 | $5,794,001 | $5,338,780 | -$455,221 | -7.86% | |
| Regal Investment Advisors Llc | 0.27% | 247,126 | $4,623,745 | $4,260,452 | -$363,293 | -7.86% | |
| Bleakley Financial Group, Llc | 0.07% | 242,096 | $4,529,613 | $4,173,735 | -$355,878 | -7.86% | |
| Brookwood Investment Group Llc | 0.53% | 224,118 | $4,193,248 | $3,863,794 | -$329,454 | -7.86% | |
| Royal Bank Of Canada | 0.00% | 197,932 | $3,703,000 | $3,412,348 | -$290,652 | -7.85% | |
| Pekin Hardy Strauss, Inc. | 0.38% | 192,472 | $3,601,151 | $3,318,217 | -$282,934 | -7.86% | |
| Bcs Private Wealth Management, Inc. | 1.03% | 181,845 | $3,402,327 | $3,135,008 | -$267,319 | -7.86% | |
| Opes Wealth Management Llc | 0.54% | 169,559 | $3,172,449 | $2,923,197 | -$249,252 | -7.86% | |
| Ballew Advisors, Inc | 1.54% | 147,432 | $2,733,387 | $2,541,728 | -$191,659 | -7.01% | |
| Avos Capital Management, Llc | 0.69% | 93,126 | $1,742,383 | $1,605,492 | -$136,891 | -7.86% | |
| Hightower Advisors, Llc | 0.00% | 80,155 | $1,499,700 | $1,381,872 | -$117,828 | -7.86% | |
| Chicago Partners Investment Group Llc | 0.03% | 72,263 | $1,329,276 | $1,245,814 | -$83,462 | -6.28% | |
| Lpl Financial Llc | 0.00% | 56,384 | $1,054,942 | $972,060 | -$82,882 | -7.86% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.10% | 44,105 | $825,200 | $760,370 | -$64,830 | -7.86% | |
| Fortis Group Advisors, Llc | 0.13% | 42,232 | $774,958 | $728,080 | -$46,878 | -6.05% | |
| Summit Financial, Llc | 0.01% | 39,571 | $740,371 | $682,204 | -$58,167 | -7.86% | |
| Us Bancorp \De\ | 0.00% | 33,972 | $635,616 | $585,677 | -$49,939 | -7.86% | |
| Ascentis Independent Advisors | 0.05% | 33,451 | $625,868 | $576,695 | -$49,173 | -7.86% | |
| Fifth Third Bancorp | 0.00% | 32,276 | $603,884 | $556,438 | -$47,446 | -7.86% | |
| Faithward Advisors, Llc | 0.08% | 31,639 | $591,961 | $545,456 | -$46,505 | -7.86% | |
| Mraz, Amerine & Associates, Inc. | 0.09% | 30,989 | $579,804 | $534,250 | -$45,554 | -7.86% | |
| Osaic Holdings, Inc. | 0.00% | 26,643 | $498,557 | $459,325 | -$39,232 | -7.87% | |
| Prostatis Group Llc | 0.08% | 17,602 | $329,325 | $303,458 | -$25,867 | -7.85% | |
| Magnus Financial Group Llc | 0.03% | 16,692 | $312,307 | $287,770 | -$24,537 | -7.86% | |
| Citadel Advisors Llc | 0.00% | 16,536 | $309,389 | $285,081 | -$24,308 | -7.86% | |
| Stifel Financial Corp | 0.00% | 15,775 | $295,150 | $271,961 | -$23,189 | -7.86% | |
| Moors & Cabot, Inc. | 0.01% | 15,570 | $291,315 | $268,427 | -$22,888 | -7.86% | |
| Susquehanna International Group, Llp | 0.00% | 12,295 | $230,039 | $211,966 | -$18,073 | -7.86% | |
| Commonwealth Equity Services, Llc | 0.00% | 10,514 | $196,710 | $181,261 | -$15,449 | -7.85% | |
| Benjamin Edwards Inc | 0.00% | 10,236 | $191,508 | $176,469 | -$15,039 | -7.85% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 10,020 | $187,474 | $172,745 | -$14,729 | -7.86% | |
| Epg Wealth Management Llc | 0.04% | 8,465 | $158,388 | $145,937 | -$12,451 | -7.86% | |
| Ifp Advisors, Inc | 0.00% | 5,275 | $98,695 | $90,941 | -$7,754 | -7.86% | |
| Mai Capital Management | 0.00% | 5,000 | $93,550 | $86,200 | -$7,350 | -7.86% | |
| Oakworth Capital, Inc. | 0.00% | 5,000 | $93,550 | $86,200 | -$7,350 | -7.86% | |
| Cwm, Llc | 0.00% | 4,401 | $82,345 | $75,873 | -$6,472 | -7.86% | |
| Blair William & Co/Il | 0.00% | 3,175 | $59,404 | $54,737 | -$4,667 | -7.86% | |
| Wealth Enhancement Trust Services, Inc. | 0.01% | 3,130 | $58,563 | $53,961 | -$4,602 | -7.86% | |
| Rockefeller Capital Management L.P. | 0.00% | 2,954 | $55,269 | $50,927 | -$4,342 | -7.86% | |
| Td Waterhouse Canada Inc. | 0.00% | 2,450 | $45,497 | $42,238 | -$3,259 | -7.16% |
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.