Iveda Solutions Inc (IVDA) Ownership

2.95 ↑0.60 (25.53%)

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

Institutions
Mutual Funds

Institutional Ownership

Armistice Capital, LLC is the biggest individual institutional holder of Iveda Solutions Inc (IVDA), owning a total of 130 thousand shares. Combined, the top 30 institutional holders of IVDA own 8.43% of the company with a total of 267 thousand shares.

In the latest ownership report on September 30th 2024, the top 30 institutional holders increased their combined ownership of IVDA by 151 thousand shares. 8 institutions bought 174,119 total additional shares and increased their ownership by an average of 113.04%. However 6 institutions sold 23,528 total shares and decreased their ownership by an average of 100%.

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 150,591 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Armistice Capital, LLC	4.891%	0.000%	130,000	130,000	2024-09-30
Lee Financial Corp	1.129%	0.000%	30,000	30,000	2024-09-30
Nwam, LLC	0.588%	0.000%	15,625	0	2024-09-30
Geode Capital Management, LLC	0.567%	19.187%	15,070	2,426	2024-09-30
Summit Financial Strategies, INC	0.376%	700.000%	10,000	8,750	2024-09-30
Bank of America Corp	0.328%	0.023%	8,730	2	2024-09-30
UBS Group AG	0.196%	57.208%	5,202	1,893	2024-09-30
Tower Research Capital LLC	0.069%	127.936%	1,844	1,035	2024-09-30
Steward Partners Investment Advisory, LLC	0.001%	0.000%	13	13	2024-09-30
Vanguard Capital Wealth Advisors	0.000%	-100.000%	0	-1,256	2024-09-30
Vanguard Group Inc	0.000%	-100.000%	0	-5,123	2024-09-30
TWO SIGMA SECURITIES, LLC	0.000%	-100.000%	0	-1,389	2024-09-30
Susquehanna International Group, LLP	0.000%	-100.000%	0	-2,687	2024-09-30
State Street Corp	0.000%	-100.000%	0	-4,362	2024-09-30
Citadel Advisors Llc	0.000%	-100.000%	0	-8,711	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Armistice Capital, LLC	4.891%	0.000%	130,000	130,000	2024-09-30
State Street Corporation	0.215%	0.000%	34,900	0	2024-03-31
Lee Financial Corp	1.129%	0.000%	30,000	30,000	2024-09-30
Nwam, LLC	0.588%	0.000%	15,625	0	2024-09-30
Virtu Financial LLC	0.073%	0.000%	15,613	15,613	2024-06-30
Geode Capital Management, LLC	0.567%	19.187%	15,070	2,426	2024-09-30
Summit Financial Strategies, INC	0.376%	700.000%	10,000	8,750	2024-09-30
Bank of America Corp	0.328%	0.023%	8,730	2	2024-09-30
UBS Group AG	0.196%	57.208%	5,202	1,893	2024-09-30
Tower Research Capital LLC	0.069%	127.936%	1,844	1,035	2024-09-30
Steward Partners Investment Advisory, LLC	0.001%	0.000%	13	13	2024-09-30
Vanguard Capital Wealth Advisors	0.000%	-100.000%	0	-1,256	2024-09-30
Vanguard Group Inc	0.000%	-100.000%	0	-5,123	2024-09-30
TWO SIGMA SECURITIES, LLC	0.000%	-100.000%	0	-1,389	2024-09-30
Two Sigma Investments LLC	0.000%	-100.000%	0	-30,306	2023-06-30
Tci Wealth Advisors Inc	0.000%	-100.000%	0	-125	2023-06-30
Susquehanna International Group, LLP	0.000%	-100.000%	0	-2,687	2024-09-30
Wells Fargo & Co	0.000%	-100.000%	0	-117	2024-06-30
Bridge Advisory, LLC	0.000%	-100.000%	0	-12,500	2024-06-30
State Street Corp	0.000%	-100.000%	0	-4,362	2024-09-30
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
Advisor Group Holdings, Inc.	0.000%	-100.000%	0	-1,000	2024-06-30
Citadel Advisors Llc	0.000%	-100.000%	0	-8,711	2024-09-30
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
FineMark National Bank & Trust	0.000%	-100.000%	0	-5,531	2022-06-30
Envestnet Asset Management Inc	0.000%	-100.000%	0	-87,002	2023-03-31

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 13 mutual fund holders of IVDA own 1.62% of the company with a total of 146 thousand shares.

In the latest ownership report on October 31st 2024, the top 13 fund holders increased their combined ownership of IVDA by 1 thousand shares. 2 funds bought 1,292 total additional shares and increased their ownership by an average of 249.77%. However 1 funds sold 206 total shares and decreased their ownership by an average of 1.85%.

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 1,086 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fidelity Extended Market Index	0.411%	-1.851%	10,923	-206	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	0.193%	0.000%	5,123	0	2024-10-31
Fidelity Series Total Market Index	0.139%	41.753%	3,687	1,086	2024-10-31
Fidelity Nasdaq Composite Index	0.041%	0.000%	1,078	0	2024-10-31
Spartan Extended Market Index Pool E	0.009%	457.778%	251	206	2024-10-31
Spartan Total Market Index Pool E	0.008%	0.000%	207	0	2024-10-31
Fidelity U.S. Equity Index Ins Trust	0.000%	0.000%	10	0	2024-10-31

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
Fidelity Extended Market Index	0.411%	-1.851%	10,923	-206	2024-10-31
Fidelity® NASDAQ Composite Index®	0.054%	0.000%	8,621	0	2023-10-31
Vanguard Institutional Extnd Mkt Idx Tr	0.193%	0.000%	5,123	0	2024-10-31
Fidelity Series Total Market Index	0.139%	41.753%	3,687	1,086	2024-10-31
Fidelity Nasdaq Composite Index	0.041%	0.000%	1,078	0	2024-10-31
Northern Trust Extended Eq Market Idx	0.026%	0.000%	695	0	2024-09-30
NT Ext Equity Mkt Idx Fd - L	0.026%	0.000%	695	0	2024-09-30
Spartan Extended Market Index Pool E	0.009%	457.778%	251	206	2024-10-31
Spartan Total Market Index Pool E	0.008%	0.000%	207	0	2024-10-31
NT Ext Eq Mkt Indx Fd DC Lending Tier 5	0.004%	0.000%	107	0	2024-09-30
Fidelity U.S. Equity Index Ins Trust	0.000%	0.000%	10	0	2024-10-31