Iveda Solutions Inc (IVDA) Ownership

0.88 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

State Street Corporation is the biggest individual institutional holder of Iveda Solutions Inc (IVDA), owning a total of 35 thousand shares. Combined, the top 35 institutional holders of IVDA own 3.23% of the company with a total of 122 thousand shares.

In the latest ownership report on June 30th 2025, the top 35 institutional holders increased their combined ownership of IVDA by 19 thousand shares. 5 institutions bought 28,508 total additional shares and increased their ownership by an average of 1.34%. However 2 institutions sold 9,298 total shares and decreased their ownership by an average of 41.91%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Iveda Solutions increased by a net total of 19,210 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Geode Capital Management, LLC	1.107%	6.678%	32,188	2,015	2025-06-30
Nwam, LLC	0.538%	0.000%	15,625	0	2025-06-30
Vanguard Group Inc	0.525%	0.000%	15,256	15,256	2025-06-30
XTX Topco Ltd	0.378%	0.000%	10,984	10,984	2025-06-30
Bank of America Corp	0.301%	0.034%	8,738	3	2025-06-30
UBS Group AG	0.083%	-79.257%	2,407	-9,197	2025-06-30
Tower Research Capital LLC	0.073%	-4.558%	2,115	-101	2025-06-30
Total Investment Management Inc	0.009%	0.000%	250	250	2025-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
State Street Corporation	0.215%	0.000%	34,900	0	2024-03-31
Geode Capital Management, LLC	1.107%	6.678%	32,188	2,015	2025-06-30
Nwam, LLC	0.538%	0.000%	15,625	0	2025-06-30
Vanguard Group Inc	0.525%	0.000%	15,256	15,256	2025-06-30
XTX Topco Ltd	0.378%	0.000%	10,984	10,984	2025-06-30
Bank of America Corp	0.301%	0.034%	8,738	3	2025-06-30
UBS Group AG	0.083%	-79.257%	2,407	-9,197	2025-06-30
Tower Research Capital LLC	0.073%	-4.558%	2,115	-101	2025-06-30
Total Investment Management Inc	0.009%	0.000%	250	250	2025-06-30
Bridge Advisory, LLC	0.000%	-100.000%	0	-12,500	2024-06-30
Susquehanna International Group, LLP	0.000%	-100.000%	0	-2,687	2024-09-30
Tci Wealth Advisors Inc	0.000%	-100.000%	0	-125	2023-06-30
Two Sigma Investments LLC	0.000%	-100.000%	0	-30,306	2023-06-30
TWO SIGMA SECURITIES, LLC	0.000%	-100.000%	0	-1,389	2024-09-30
Vanguard Capital Wealth Advisors	0.000%	-100.000%	0	-1,256	2024-09-30
Advisor Group Holdings, Inc.	0.000%	-100.000%	0	-1,000	2024-06-30
Armistice Capital, LLC	0.000%	-100.000%	0	-130,000	2024-12-31
Virtu Financial LLC	0.000%	-100.000%	0	-12,825	2025-03-31
Wells Fargo & Co	0.000%	-100.000%	0	-117	2024-06-30
Envestnet Asset Management Inc	0.000%	-100.000%	0	-87,002	2023-03-31
Summit Financial Strategies, INC	0.000%	-100.000%	0	-10,000	2025-03-31
Steward Partners Investment Advisory, LLC	0.000%	-100.000%	0	-13	2024-12-31
Citadel Advisors Llc	0.000%	-100.000%	0	-8,711	2024-09-30
State Street Corp	0.000%	-100.000%	0	-4,362	2024-09-30
FineMark National Bank & Trust	0.000%	-100.000%	0	-5,531	2022-06-30
SBI Securities Co Ltd	0.000%	-100.000%	0	-200	2025-03-31
Sabby Management LLC	0.000%	-100.000%	0	-189,432	2023-03-31
Renaissance Technologies Corp	0.000%	-100.000%	0	-42,300	2024-03-31
Raymond James Finl Svs Advisors, Inc.	0.000%	-100.000%	0	-175,000	2024-03-31
Citigroup Inc	0.000%	-100.000%	0	-2,740	2025-03-31
NVWM, LLC	0.000%	-100.000%	0	-143	2025-03-31
Lee Financial Corp	0.000%	-100.000%	0	-30,000	2025-03-31
JPMorgan Chase & Co	0.000%	-100.000%	0	-20,000	2023-06-30
JANE STREET GROUP, LLC	0.000%	-100.000%	0	-15,133	2023-03-31
HERITAGE WEALTH MANAGEMENT LLC	0.000%	-100.000%	0	-211,400	2023-12-31

Mutual Fund Ownership

Fidelity® Extended Market Index is the biggest individual fund holder of Iveda Solutions Inc (IVDA), owning a total of 80 thousand shares. Combined, the top 18 mutual fund holders of IVDA own 3.16% of the company with a total of 192 thousand shares.

In the latest ownership report on July 31st 2025, the top 18 fund holders increased their combined ownership of IVDA by 16 thousand shares. 2 funds bought 16,234 total additional shares and increased their ownership by an average of 54.14%. However 1 funds sold 102 total shares and decreased their ownership by an average of 0.7%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Iveda Solutions increased by a net total of 16,132 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Institutional Extnd Mkt Idx Tr	1.080%	105.742%	31,388	16,132	2025-07-31
Fidelity Extended Market Index	0.498%	-0.700%	14,468	-102	2025-07-31
Fidelity Total Market Index	0.189%	0.000%	5,496	0	2025-07-31
Fidelity Series Total Market Index	0.148%	0.000%	4,308	0	2025-07-31
Spartan Extended Market Index Pool F	0.142%	2.535%	4,126	102	2025-07-31
Fidelity Nasdaq Composite Index	0.076%	0.000%	2,211	0	2025-07-31
Spartan Total Market Index Pool G	0.054%	0.000%	1,569	0	2025-07-31
Fidelity U.S. Equity Index Ins Trust	0.000%	0.000%	10	0	2025-07-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fidelity® Extended Market Index	0.499%	0.000%	80,204	0	2023-11-30
Vanguard Extended Market Index Investor	0.212%	47.801%	33,975	10,988	2023-08-31
Vanguard Institutional Extnd Mkt Idx Tr	1.080%	105.742%	31,388	16,132	2025-07-31
Fidelity Extended Market Index	0.498%	-0.700%	14,468	-102	2025-07-31
Fidelity® NASDAQ Composite Index®	0.054%	0.000%	8,621	0	2023-10-31
Fidelity Total Market Index	0.189%	0.000%	5,496	0	2025-07-31
Fidelity Series Total Market Index	0.148%	0.000%	4,308	0	2025-07-31
Spartan Extended Market Index Pool F	0.142%	2.535%	4,126	102	2025-07-31
Spartan Extended Market Index Pool E	0.138%	2.426%	3,885	92	2025-03-31
Fidelity Nasdaq Composite Index	0.076%	0.000%	2,211	0	2025-07-31
Spartan Total Market Index Pool G	0.054%	0.000%	1,569	0	2025-07-31
Northern Trust Extended Eq Market Idx	0.024%	0.000%	695	0	2025-06-30
NT Ext Equity Mkt Idx Fd - L	0.024%	0.000%	695	0	2025-06-30
Spartan Total Market Index Pool E	0.007%	0.000%	207	0	2025-03-31
NT Ext Eq Mkt Indx Fd DC Lending Tier 5	0.007%	17.365%	196	29	2025-06-30
NT Ext Eq Mkt Indx Fd DC Lend T3	0.006%	0.000%	166	166	2024-12-31
NT Ext Eq Mkt Indx Fd DC Lend T4	0.006%	0.000%	166	166	2024-12-31
Fidelity U.S. Equity Index Ins Trust	0.000%	0.000%	10	0	2025-07-31