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IRVH — GLOBAL X FDS

Reported value held$2.14M
Funds holding (latest)5
Sector—
Funds holding (Q2 2026)2
Institutional value$13.52K · 698 sh
New / Add / Cut / Exit0 / 1 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +540.4% (+589 sh)
Institutional value change Up +520.7%

As of Q2 2026, 2 SEC-registered investment managers reported holding IRVH (GLOBAL X FDS) in their latest 13F filings, with a combined reported value of $13.52K across 698 shares. That is +540.4% by share count (+589 shares) versus the previous quarter, while reported value moved +520.7%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Citadel Advisors history Q1 2025 38.90K $809.96K 0.00% Add
Bank of America Corp history Q1 2023 30.00K $687.81K 0.00% Hold
Goldman Sachs Group history Q1 2024 30.00K $629.10K 0.00% Hold
UBS Group AG history Q2 2026 697 $13.49K 0.00% Add
Morgan Stanley history Q2 2026 1 $30 0.00% Hold

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 5 funds)

FundQ3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
UBS Group AG — — — — — — — — — 219 — 408 108 697
Morgan Stanley — — — — — — — — — 1 2 — 1 1
Citadel Advisors — — — — — — — 24.44K 38.90K — — — — —
Goldman Sachs Group — 30.00K 30.00K 30.00K 30.00K 30.00K 30.00K — — — — — — —
Bank of America Corp 30.00K 30.00K 30.00K — — — — — — — — — — —

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