NasdaqGM · as of Oct 13, 16:00 ET · 15m delayAfter hours 0.64600.00%
Open
0.6600
Prev close
0.6733
Day range
0.64000.6731
52-week range
0.52803.07
Volume
3.62M0.74×
Mkt cap
190.41M
P/E ttm
—
Fwd P/E
-1.17
EPS ttm
-0.3300
Div yield
0.00%
Earnings
—
From 52w high
−78.96%
IVVD shareholders
HDS
IVVD Ownership
13F / N-PORT filings via Yahoo
Institutions
86.9%
93.6% of the float
Insiders
7.2%
officers and directors
Institutional holders
164
filing positions
Top 10 institutions
54.1%
5 adding · 2 trimming
INST
Top Institutions
Institutions
Holder
% held
Shares
Value
Change
As of
Jupiter Topco LLC
11.59%
34.17M
$22.08M
+100.0%
Jun 30, 2026
BVF Inc.
9.56%
28.16M
$18.19M
+44.3%
Jun 30, 2026
Maverick Capital Ltd.
6.44%
18.97M
$12.26M
0.0%
Jun 30, 2026
Perceptive Advisors Llc
6.27%
18.49M
$11.94M
−11.4%
Jun 30, 2026
Blackrock Inc.
5.47%
16.13M
$10.42M
+276.8%
Jun 30, 2026
Vanguard Capital Management LLC
3.56%
10.50M
$6.78M
+4.2%
Jun 30, 2026
M28 Capital Management LP
3.14%
9.25M
$5.97M
0.0%
Jun 30, 2026
Saturn V Capital Management LP
2.85%
8.39M
$5.42M
−23.4%
Jun 30, 2026
Soleus Capital Management, L.P.
2.62%
7.71M
$4.98M
0.0%
Jun 30, 2026
Point72 Asset Management, L.P.
2.56%
7.54M
$4.87M
+17068.0%
Jun 30, 2026
FUND
Top Funds
Funds
Holder
% held
Shares
Value
Change
As of
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
2.64%
7.79M
$5.03M
+5.3%
Jun 30, 2026
iShares Trust-iShares Russell 2000 ETF
1.80%
5.29M
$3.42M
+0.7%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
0.81%
2.38M
$1.54M
+0.5%
Jun 30, 2026
Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
0.78%
2.29M
$1.48M
−0.1%
Jul 31, 2026
iShares Trust-iShares Russell 2000 Value ETF
0.68%
2.00M
$1.29M
+0.5%
Aug 31, 2026
Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
0.26%
771.49K
$498.38K
−0.5%
Aug 31, 2026
iShares Trust-iShares Micro-Cap ETF
0.24%
719.78K
$464.98K
+3.3%
Aug 31, 2026
iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
0.20%
587.67K
$379.64K
−0.4%
Aug 31, 2026
SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
0.18%
538.49K
$347.87K
+100.0%
Jul 31, 2026
FINANCIAL INVESTORS TRUST-Emerald Growth Fund
0.15%
428.85K
$277.04K
0.0%
Aug 31, 2026
Institutions report quarterly, up to 45 days after the quarter ends, so these positions can be months old. Change compares the share count with the holder's previous filing. Insider transactions are on the overview page (INSD).