Iveda Solutions Inc (IVDA) Ownership

2.34 ↑0.08 (3.54%)

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 33 institutional holders of IVDA own 4.95% of the company with a total of 168 thousand shares.

In the latest ownership report on December 31st 2024, the top 33 institutional holders decreased their combined ownership of IVDA by 84 thousand shares. 7 institutions bought 47,147 total additional shares and increased their ownership by an average of 67.91%. However 3 institutions sold 130,687 total shares and decreased their ownership by an average of 78.85%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Iveda Solutions decreased by a net total of -83,540 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Lee Financial Corp	1.068%	0.000%	30,000	0	2024-12-31
UBS Group AG	0.944%	409.381%	26,498	21,296	2024-12-31
Geode Capital Management, LLC	0.891%	65.946%	25,008	9,938	2024-12-31
Nwam, LLC	0.556%	0.000%	15,625	0	2024-12-31
Virtu Financial LLC	0.457%	0.000%	12,825	12,825	2024-12-31
Summit Financial Strategies, INC	0.356%	0.000%	10,000	0	2024-12-31
Bank of America Corp	0.311%	0.057%	8,735	5	2024-12-31
Citigroup Inc	0.098%	0.000%	2,740	2,740	2024-12-31
Tower Research Capital LLC	0.042%	-36.551%	1,170	-674	2024-12-31
SBI Securities Co Ltd	0.007%	0.000%	200	200	2024-12-31
NVWM, LLC	0.005%	0.000%	143	143	2024-12-31
Steward Partners Investment Advisory, LLC	0.000%	-100.000%	0	-13	2024-12-31
Armistice Capital, LLC	0.000%	-100.000%	0	-130,000	2024-12-31

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
Lee Financial Corp	1.068%	0.000%	30,000	0	2024-12-31
UBS Group AG	0.944%	409.381%	26,498	21,296	2024-12-31
Geode Capital Management, LLC	0.891%	65.946%	25,008	9,938	2024-12-31
Nwam, LLC	0.556%	0.000%	15,625	0	2024-12-31
Virtu Financial LLC	0.457%	0.000%	12,825	12,825	2024-12-31
Summit Financial Strategies, INC	0.356%	0.000%	10,000	0	2024-12-31
Bank of America Corp	0.311%	0.057%	8,735	5	2024-12-31
Citigroup Inc	0.098%	0.000%	2,740	2,740	2024-12-31
Tower Research Capital LLC	0.042%	-36.551%	1,170	-674	2024-12-31
SBI Securities Co Ltd	0.007%	0.000%	200	200	2024-12-31
NVWM, LLC	0.005%	0.000%	143	143	2024-12-31
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
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
Wells Fargo & Co	0.000%	-100.000%	0	-117	2024-06-30
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
Advisor Group Holdings, Inc.	0.000%	-100.000%	0	-1,000	2024-06-30
Steward Partners Investment Advisory, LLC	0.000%	-100.000%	0	-13	2024-12-31
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
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
Citadel Advisors Llc	0.000%	-100.000%	0	-8,711	2024-09-30
Bridge Advisory, LLC	0.000%	-100.000%	0	-12,500	2024-06-30
Armistice Capital, LLC	0.000%	-100.000%	0	-130,000	2024-12-31

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 16 mutual fund holders of IVDA own 1.92% of the company with a total of 155 thousand shares.

In the latest ownership report on January 31st 2025, the top 16 fund holders increased their combined ownership of IVDA by 6 thousand shares. 3 funds bought 6,080 total additional shares and increased their ownership by an average of 4.26%. However 1 funds sold 161 total shares and decreased their ownership by an average of 1.5%.

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 5,919 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	0.378%	-1.496%	10,603	-161	2025-01-31
Vanguard Institutional Extnd Mkt Idx Tr	0.198%	8.257%	5,546	423	2025-01-31
Fidelity Total Market Index	0.196%	0.000%	5,496	5,496	2025-01-31
Spartan Extended Market Index Pool E	0.133%	4.516%	3,726	161	2025-01-31
Fidelity Series Total Market Index	0.098%	0.000%	2,755	0	2025-01-31
Fidelity Nasdaq Composite Index	0.079%	0.000%	2,211	0	2025-01-31
Spartan Total Market Index Pool E	0.007%	0.000%	207	0	2025-01-31
Fidelity U.S. Equity Index Ins Trust	0.000%	0.000%	10	0	2025-01-31

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	0.378%	-1.496%	10,603	-161	2025-01-31
Fidelity® NASDAQ Composite Index®	0.054%	0.000%	8,621	0	2023-10-31
Vanguard Institutional Extnd Mkt Idx Tr	0.198%	8.257%	5,546	423	2025-01-31
Fidelity Total Market Index	0.196%	0.000%	5,496	5,496	2025-01-31
Spartan Extended Market Index Pool E	0.133%	4.516%	3,726	161	2025-01-31
Fidelity Series Total Market Index	0.098%	0.000%	2,755	0	2025-01-31
Fidelity Nasdaq Composite Index	0.079%	0.000%	2,211	0	2025-01-31
Northern Trust Extended Eq Market Idx	0.025%	0.000%	695	0	2024-12-31
NT Ext Equity Mkt Idx Fd - L	0.025%	0.000%	695	0	2024-12-31
Spartan Total Market Index Pool E	0.007%	0.000%	207	0	2025-01-31
NT Ext Eq Mkt Indx Fd DC Lend T4	0.006%	0.000%	166	166	2024-12-31
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 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	2025-01-31