Vault-13

IVY FDS SMALL CAP GR IYSIX

MUTUAL FUNDS · Open-End Fund · CUSIP 466001872

0 institutional holders -1 vs Q1 2026
—reported value*
0 new 0 added 0 reduced 1 sold out net sold ≈ $267.1k (-12.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

001Q4 25: 1Q1 26: 1Q2 26: 00Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q4 20251
Q1 20261
Q2 20260

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
101Q1 26: 0 bought or addedQ1 26: 0 cut or sold outQ1 26Q2 26: 0 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 202600
Q2 202601

Biggest buyers

None

Biggest sellers

FIRST MERCHANTS CORP Sold out -12,152-12.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change