On this page, we present all of the funds holding IDLV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IDLV, with a link to that fund's top holdings. The next columns indicate the amount of IDLV stock held by each of the funds holding IDLV, followed by the IDLV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 94 funds holding IDLV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Invesco Ltd.. For more details on the positions held by Invesco Ltd. (or by any of the other funds holding IDLV), click the fund name in the "Holder" column of the funds-holding-IDLV table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Invesco Ltd. | 4,752,151 | $133,868 | 12/31/2023 |
IDLV | 4,752,151 | $133,868 | 12/31/2023 |
Sei Investments Co. | 1,206,438 | $33,985 | 12/31/2023 |
IDLV | 1,206,438 | $33,985 | 12/31/2023 |
Bank of New York Mellon Corp | 978,138 | $27,554 | 12/31/2023 |
IDLV | 978,138 | $27,554 | 12/31/2023 |
Burt Wealth Advisors | 721,990 | $20,266 | 03/31/2024 |
IDLV | 721,990 | $20,266 | 03/31/2024 |
UBS Group AG | 307,976 | $8,676 | 12/31/2023 |
IDLV | 307,976 | $8,676 | 12/31/2023 |
HTLF Bank | 286,790 | $8,079 | 12/31/2023 |
IDLV | 286,790 | $8,079 | 12/31/2023 |
Morgan Stanley | 281,697 | $7,935 | 12/31/2023 |
IDLV | 281,697 | $7,935 | 12/31/2023 |
Congress Wealth Management LLC DE | 228,081 | $6,402 | 03/31/2024 |
IDLV | 228,081 | $6,402 | 03/31/2024 |
LPL Financial LLC | 203,723 | $5,739 | 12/31/2023 |
IDLV | 203,723 | $5,739 | 12/31/2023 |
Bell Investment Advisors Inc | 158,364 | $4,461 | 12/31/2023 |
IDLV | 158,364 | $4,461 | 12/31/2023 |
Johnson & White Wealth Management LLC | 155,622 | $4,368 | 03/31/2024 |
IDLV | 155,622 | $4,368 | 03/31/2024 |
Jane Street Group LLC | 141,403 | $3,983 | 12/31/2023 |
IDLV | 141,403 | $3,983 | 12/31/2023 |
Equitable Holdings Inc. | 132,107 | $3,721 | 12/31/2023 |
IDLV | 132,107 | $3,721 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 129,726 | $3,654 | 12/31/2023 |
IDLV | 129,726 | $3,654 | 12/31/2023 |
Armbruster Capital Management Inc. | 108,463 | $3,055 | 12/31/2023 |
IDLV | 108,463 | $3,055 | 12/31/2023 |
Bank of America Corp DE | 94,681 | $2,667 | 12/31/2023 |
IDLV | 94,681 | $2,667 | 12/31/2023 |
Envestnet Asset Management Inc. | 88,027 | $2,480 | 12/31/2023 |
IDLV | 88,027 | $2,480 | 12/31/2023 |
Susquehanna International Group LLP | 79,888 | $2,250 | 12/31/2023 |
IDLV | 79,888 | $2,250 | 12/31/2023 |
The PNC Financial Services Group Inc. | 76,518 | $2,156 | 12/31/2023 |
IDLV | 76,518 | $2,156 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 69,912 | $1,969 | 12/31/2023 |
IDLV | 69,912 | $1,969 | 12/31/2023 |
Flow Traders U.S. LLC | 54,714 | $1,541 | 12/31/2023 |
IDLV | 54,714 | $1,541 | 12/31/2023 |
Wells Fargo & Company MN | 46,119 | $1,299 | 12/31/2023 |
IDLV | 46,119 | $1,299 | 12/31/2023 |
Commonwealth Equity Services LLC | 42,350 | $1,193 | 12/31/2023 |
IDLV | 42,350 | $1,193 | 12/31/2023 |
Avantax Advisory Services Inc. | 41,344 | $1,165 | 12/31/2023 |
IDLV | 41,344 | $1,165 | 12/31/2023 |
Avestar Capital LLC | 34,161 | $962 | 12/31/2023 |
IDLV | 34,161 | $962 | 12/31/2023 |
Advisor Group Holdings Inc. | 30,284 | $853 | 12/31/2023 |
IDLV | 30,284 | $853 | 12/31/2023 |
National Bank of Canada FI | 30,336 | $845 | 12/31/2023 |
IDLV | 30,336 | $845 | 12/31/2023 |
Citadel Advisors LLC | 29,706 | $837 | 12/31/2023 |
IDLV | 29,706 | $837 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 27,027 | $761 | 12/31/2023 |
IDLV | 27,027 | $761 | 12/31/2023 |
FMR LLC | 25,073 | $706 | 12/31/2023 |
IDLV | 25,073 | $706 | 12/31/2023 |
Brown Wealth Management LLC | 24,148 | $680 | 12/31/2023 |
IDLV | 24,148 | $680 | 12/31/2023 |
Ridgewood Investments LLC | 23,630 | $663 | 03/31/2024 |
IDLV | 23,630 | $663 | 03/31/2024 |
Townsquare Capital LLC | 21,558 | $607 | 12/31/2023 |
IDLV | 21,558 | $607 | 12/31/2023 |
Shakespeare Wealth Management Inc. | 20,107 | $566 | 12/31/2023 |
IDLV | 20,107 | $566 | 12/31/2023 |
Captrust Financial Advisors | 18,215 | $513 | 12/31/2023 |
IDLV | 18,215 | $513 | 12/31/2023 |
Raymond James & Associates | 17,947 | $506 | 12/31/2023 |
IDLV | 17,947 | $506 | 12/31/2023 |
Wambolt & Associates LLC | 17,471 | $492 | 12/31/2023 |
IDLV | 17,471 | $492 | 12/31/2023 |
Steel Peak Wealth Management LLC | 17,411 | $489 | 03/31/2024 |
IDLV | 17,411 | $489 | 03/31/2024 |
Rockefeller Capital Management L.P. | 17,362 | $489 | 12/31/2023 |
IDLV | 17,362 | $489 | 12/31/2023 |
WealthBridge Capital Management LLC | 16,834 | $474 | 12/31/2023 |
IDLV | 16,834 | $474 | 12/31/2023 |
Royal Bank of Canada | 16,186 | $456 | 12/31/2023 |
IDLV | 16,186 | $456 | 12/31/2023 |
Ausdal Financial Partners Inc. | 15,461 | $434 | 03/31/2024 |
IDLV | 15,461 | $434 | 03/31/2024 |
Natixis | 15,116 | $425 | 12/31/2023 |
IDLV | 15,116 | $425 | 12/31/2023 |
McNaughton Wealth Management LLC | 13,605 | $382 | 03/31/2024 |
IDLV | 13,605 | $382 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 13,591 | $381 | 03/31/2024 |
IDLV | 13,591 | $381 | 03/31/2024 |
Kestra Advisory Services LLC | 12,002 | $338 | 12/31/2023 |
IDLV | 12,002 | $338 | 12/31/2023 |
Ameriprise Financial Inc. | 11,338 | $319 | 12/31/2023 |
IDLV | 11,338 | $319 | 12/31/2023 |
Cetera Investment Advisers | 11,241 | $317 | 12/31/2023 |
IDLV | 11,241 | $317 | 12/31/2023 |
Sykon Capital LLC | 11,178 | $315 | 12/31/2023 |
IDLV | 11,178 | $315 | 12/31/2023 |
Prospera Financial Services Inc | 10,501 | $296 | 12/31/2023 |
IDLV | 10,501 | $296 | 12/31/2023 |
Citigroup Inc. | 10,257 | $289 | 12/31/2023 |
IDLV | 10,257 | $289 | 12/31/2023 |
Revisor Wealth Management LLC | 10,159 | $286 | 12/31/2023 |
IDLV | 10,159 | $286 | 12/31/2023 |
CAP Partners LLC | 9,368 | $263 | 03/31/2024 |
IDLV | 9,368 | $263 | 03/31/2024 |
Private Advisor Group LLC | 9,236 | $260 | 12/31/2023 |
IDLV | 9,236 | $260 | 12/31/2023 |
Exencial Wealth Advisors LLC | 9,023 | $254 | 12/31/2023 |
IDLV | 9,023 | $254 | 12/31/2023 |
Stratos Wealth Partners LTD. | 8,614 | $242 | 03/31/2024 |
IDLV | 8,614 | $242 | 03/31/2024 |
Prudential Financial Inc. | 8,458 | $238 | 12/31/2023 |
IDLV | 8,458 | $238 | 12/31/2023 |
Legacy Financial Advisors Inc. | 8,344 | $235 | 12/31/2023 |
IDLV | 8,344 | $235 | 12/31/2023 |
HBK Sorce Advisory LLC | 8,220 | $232 | 12/31/2023 |
IDLV | 8,220 | $232 | 12/31/2023 |
GHP Investment Advisors Inc. | 8,040 | $226 | 12/31/2023 |
IDLV | 8,040 | $226 | 12/31/2023 |
Comerica Bank | 7,887 | $222 | 12/31/2023 |
IDLV | 7,887 | $222 | 12/31/2023 |
Fifth Third Securities Inc. | 7,564 | $212 | 03/31/2024 |
IDLV | 7,564 | $212 | 03/31/2024 |
Global Retirement Partners LLC | 6,421 | $179 | 12/31/2023 |
IDLV | 6,421 | $179 | 12/31/2023 |
Capital Investment Advisory Services LLC | 4,871 | $137 | 12/31/2023 |
IDLV | 4,871 | $137 | 12/31/2023 |
Assetmark Inc. | 4,361 | $123 | 12/31/2023 |
IDLV | 4,361 | $123 | 12/31/2023 |
JFS Wealth Advisors LLC | 3,887 | $109 | 12/31/2023 |
IDLV | 3,887 | $109 | 12/31/2023 |
Emfo LLC | 3,657 | $103 | 12/31/2023 |
IDLV | 3,657 | $103 | 12/31/2023 |
Main Street Group LTD | 3,612 | $102 | 12/31/2023 |
IDLV | 3,612 | $102 | 12/31/2023 |
Geneos Wealth Management Inc. | 3,415 | $96 | 12/31/2023 |
IDLV | 3,415 | $96 | 12/31/2023 |
Principal Securities Inc. | 2,377 | $67 | 12/31/2023 |
IDLV | 2,377 | $67 | 12/31/2023 |
Investors Research Corp | 2,089 | $59 | 12/31/2023 |
IDLV | 2,089 | $59 | 12/31/2023 |
Front Row Advisors LLC | 1,700 | $48 | 12/31/2023 |
IDLV | 1,700 | $48 | 12/31/2023 |
US Bancorp DE | 1,366 | $39 | 12/31/2023 |
IDLV | 1,366 | $39 | 12/31/2023 |
Qube Research & Technologies Ltd | 1,368 | $39 | 12/31/2023 |
IDLV | 1,368 | $39 | 12/31/2023 |
Ambassador Advisors LLC | 1,260 | $35 | 12/31/2023 |
IDLV | 1,260 | $35 | 12/31/2023 |
GWM Advisors LLC | 986 | $28 | 12/31/2023 |
IDLV | 986 | $28 | 12/31/2023 |
AdvisorNet Financial Inc | 803 | $23 | 03/31/2024 |
IDLV | 803 | $23 | 03/31/2024 |
CVA Family Office LLC | 650 | $18 | 03/31/2024 |
IDLV | 650 | $18 | 03/31/2024 |
Harbour Investments Inc. | 596 | $17 | 12/31/2023 |
IDLV | 596 | $17 | 12/31/2023 |
Archer Investment Corp | 570 | $16 | 12/31/2023 |
IDLV | 570 | $16 | 12/31/2023 |
DHJJ Financial Advisors Ltd. | 466 | $13 | 03/31/2024 |
IDLV | 466 | $13 | 03/31/2024 |
Blair William & Co. IL | 378 | $11 | 12/31/2023 |
IDLV | 378 | $11 | 12/31/2023 |
Scarborough Advisors LLC | 395 | $11 | 12/31/2023 |
IDLV | 395 | $11 | 12/31/2023 |
JPMorgan Chase & Co. | 328 | $9 | 12/31/2023 |
IDLV | 328 | $9 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 280 | $8 | 12/31/2023 |
IDLV | 280 | $8 | 12/31/2023 |
Advisory Services Network LLC | 235 | $7 | 12/31/2023 |
IDLV | 235 | $7 | 12/31/2023 |
Tidemark LLC | 202 | $6 | 12/31/2023 |
IDLV | 202 | $6 | 12/31/2023 |
Capital Analysts LLC | 175 | $5 | 12/31/2023 |
IDLV | 175 | $5 | 12/31/2023 |
Toth Financial Advisory Corp | 150 | $4 | 03/31/2024 |
IDLV | 150 | $4 | 03/31/2024 |
EverSource Wealth Advisors LLC | 133 | $4 | 12/31/2023 |
IDLV | 133 | $4 | 12/31/2023 |
Sunbelt Securities Inc. | 117 | $3 | 03/31/2024 |
IDLV | 117 | $3 | 03/31/2024 |
Creative Financial Designs Inc. ADV | 60 | $2 | 12/31/2023 |
IDLV | 60 | $2 | 12/31/2023 |
IFP Advisors Inc | 68 | $2 | 12/31/2023 |
IDLV | 68 | $2 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
IDLV | 0 | $0 | 12/31/2023 |
Tower Research Capital LLC TRC | 3 | $0 | 12/31/2023 |
IDLV | 3 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IDLV
See Details: Top 10 Hedge Funds Holding IDLV
Also See: IDLV Holdings Changes
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