Independent Order Of Foresters
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$101.9M
Q ending 2026-03-31
Prior quarter
$171.7M
Q ending 2025-12-31
Change
-40.7% QoQ · -27.7% YoY
Positions
2
reported holdings
Largest positions
All 2 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Total Stock Mkt Etf | VTI | Shares | $68.6M | 214K |
| Ishares Core S&P Total U.S. Etf | ITOT | Shares | $33.3M | 234K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.