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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Professional Financial Management, Inc.Buy+156,520—156,520$3.00MQ4 2025May 12, 2026
Raymond James Financial IncBuy+832,140—832,140$15.94MQ4 2025Feb 18, 2026
Cachetech Inc.Buy+442,641—442,641$8.48MQ4 2025Feb 18, 2026
Adams Wealth ManagementBuy+419,508—419,508$8.04MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+20,545—20,545$393.64KQ4 2025Feb 18, 2026
Regal Investment Advisors LlcBuy+240,805—240,805$4.61MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+208,846—208,846$4.00MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+113,531—113,531$2.18MQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+66,762—66,762$1.28MQ4 2025Feb 17, 2026
Faithward Advisors, LlcBuy+31,503—31,503$603.60KQ4 2025Feb 17, 2026
Quadrature Capital LtdBuy+24,619—24,619$471.70KQ4 2025Feb 17, 2026
Prostatis Group LlcBuy+17,534—17,534$335.94KQ4 2025Feb 17, 2026
Hilltop Holdings Inc.Buy+13,399—13,399$256.73KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+13,041—13,041$249.87KQ4 2025Feb 17, 2026
Old Mission Capital LlcBuy+13,032—13,032$249.69KQ4 2025Feb 17, 2026
Two Sigma Securities, LlcBuy+11,849—11,849$227.03KQ4 2025Feb 17, 2026
Aqr Capital Management LlcBuy+10,888—10,888$208.61KQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+10,346—10,346$198.24KQ4 2025Feb 17, 2026
Blair William & Co/IlBuy+3,350—3,350$64.19KQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+3,139—3,139$60.14KQ4 2025Feb 17, 2026
Islay Capital Management, LlcBuy+1,000—1,000$19.16KQ4 2025Feb 17, 2026
Qube Research & Technologies LtdBuy+190—190$3.64KQ4 2025Feb 17, 2026
Wells Fargo & Company/MnBuy+660,789—660,789$12.66MQ4 2025Feb 13, 2026
Morgan StanleyBuy+510,980—510,980$9.79MQ4 2025Feb 13, 2026
Dld Asset Management, LpBuy+93,000—93,000$1.78MQ4 2025Feb 13, 2026
Avos Capital Management, LlcBuy+79,576—79,576$1.52MQ4 2025Feb 13, 2026
Bay Colony Advisory Group, Inc D/B/A Bay Colony AdvisorsBuy+44,049—44,049$843.98KQ4 2025Feb 13, 2026
Summit Financial, LlcBuy+39,218—39,218$751.42KQ4 2025Feb 13, 2026
Quarry LpBuy+25,240—25,240$483.60KQ4 2025Feb 13, 2026
Stifel Financial CorpBuy+15,925—15,925$305.12KQ4 2025Feb 13, 2026
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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.