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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Wells Fargo & Company/Mn, Morgan Stanley, Cachetech Inc., and Adams Wealth Management.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Professional Financial Management, Inc. | Buy | +156,520 | — | 156,520 | $3.00M | Q4 2025 | May 12, 2026 |
| Raymond James Financial Inc | Buy | +832,140 | — | 832,140 | $15.94M | Q4 2025 | Feb 18, 2026 |
| Cachetech Inc. | Buy | +442,641 | — | 442,641 | $8.48M | Q4 2025 | Feb 18, 2026 |
| Adams Wealth Management | Buy | +419,508 | — | 419,508 | $8.04M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +20,545 | — | 20,545 | $393.64K | Q4 2025 | Feb 18, 2026 |
| Regal Investment Advisors Llc | Buy | +240,805 | — | 240,805 | $4.61M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +208,846 | — | 208,846 | $4.00M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +113,531 | — | 113,531 | $2.18M | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +66,762 | — | 66,762 | $1.28M | Q4 2025 | Feb 17, 2026 |
| Faithward Advisors, Llc | Buy | +31,503 | — | 31,503 | $603.60K | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | Buy | +24,619 | — | 24,619 | $471.70K | Q4 2025 | Feb 17, 2026 |
| Prostatis Group Llc | Buy | +17,534 | — | 17,534 | $335.94K | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | Buy | +13,399 | — | 13,399 | $256.73K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +13,041 | — | 13,041 | $249.87K | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +13,032 | — | 13,032 | $249.69K | Q4 2025 | Feb 17, 2026 |
| Two Sigma Securities, Llc | Buy | +11,849 | — | 11,849 | $227.03K | Q4 2025 | Feb 17, 2026 |
| Aqr Capital Management Llc | Buy | +10,888 | — | 10,888 | $208.61K | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +10,346 | — | 10,346 | $198.24K | Q4 2025 | Feb 17, 2026 |
| Blair William & Co/Il | Buy | +3,350 | — | 3,350 | $64.19K | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +3,139 | — | 3,139 | $60.14K | Q4 2025 | Feb 17, 2026 |
| Islay Capital Management, Llc | Buy | +1,000 | — | 1,000 | $19.16K | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | Buy | +190 | — | 190 | $3.64K | Q4 2025 | Feb 17, 2026 |
| Wells Fargo & Company/Mn | Buy | +660,789 | — | 660,789 | $12.66M | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +510,980 | — | 510,980 | $9.79M | Q4 2025 | Feb 13, 2026 |
| Dld Asset Management, Lp | Buy | +93,000 | — | 93,000 | $1.78M | Q4 2025 | Feb 13, 2026 |
| Avos Capital Management, Llc | Buy | +79,576 | — | 79,576 | $1.52M | Q4 2025 | Feb 13, 2026 |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | Buy | +44,049 | — | 44,049 | $843.98K | Q4 2025 | Feb 13, 2026 |
| Summit Financial, Llc | Buy | +39,218 | — | 39,218 | $751.42K | Q4 2025 | Feb 13, 2026 |
| Quarry Lp | Buy | +25,240 | — | 25,240 | $483.60K | Q4 2025 | Feb 13, 2026 |
| Stifel Financial Corp | Buy | +15,925 | — | 15,925 | $305.12K | Q4 2025 | Feb 13, 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.