MICHAEL & SUSAN DELL FOUNDATION Held IVV; portfolio weight 73.08%; shares 3,187,927; reported value $2.08B.

SOUNDWATCH CAPITAL LLC Added IVV; portfolio weight 44.78%; shares 543,836; reported value $355.2M.

MAIN MANAGEMENT FUND ADVISORS LLC Added IVV; portfolio weight 38.19%; shares 808,311; reported value $454.8M.

ACKERMAN ASSET MANAGEMENT, LLC Reduced IVV; portfolio weight 37.18%; shares 81,570; reported value $53.3M.

KMT WEALTH MANAGEMENT, LLC Added IVV; portfolio weight 35.53%; shares 100,107; reported value $65.4M.

BLUESPHERE ADVISORS, LLC Added IVV; portfolio weight 28.91%; shares 124,515; reported value $81.3M.

CITY NATIONAL BANK OF FLORIDA /MSD Added IVV; portfolio weight 25.66%; shares 65,894; reported value $43.0M.

POWERHOUSE ASSETS LLC Added IVV; portfolio weight 25.18%; shares 44,304; reported value $28.9M.

SALUS FINANCIAL ADVISORS, LLC Added IVV; portfolio weight 25.14%; shares 65,994; reported value $43.1M.

CARBAHAL OLSEN FINANCIAL SERVICES GROUP, LLC Added IVV; portfolio weight 25.09%; shares 48,056; reported value $31.4M.

IVV stock ownership summary