HoldingsChannel.com
Funds Holding IDLV

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Invesco Ltd.4,752,151$133,868 12/31/2023
     IDLV4,752,151$133,868 12/31/2023
Sei Investments Co.1,206,438$33,985 12/31/2023
     IDLV1,206,438$33,985 12/31/2023
Bank of New York Mellon Corp978,138$27,554 12/31/2023
     IDLV978,138$27,554 12/31/2023
Burt Wealth Advisors721,990$20,266 03/31/2024
     IDLV721,990$20,266 03/31/2024
UBS Group AG307,976$8,676 12/31/2023
     IDLV307,976$8,676 12/31/2023
HTLF Bank286,790$8,079 12/31/2023
     IDLV286,790$8,079 12/31/2023
Morgan Stanley281,697$7,935 12/31/2023
     IDLV281,697$7,935 12/31/2023
Congress Wealth Management LLC DE 228,081$6,402 03/31/2024
     IDLV228,081$6,402 03/31/2024
LPL Financial LLC203,723$5,739 12/31/2023
     IDLV203,723$5,739 12/31/2023
Bell Investment Advisors Inc158,364$4,461 12/31/2023
     IDLV158,364$4,461 12/31/2023
Johnson & White Wealth Management LLC155,622$4,368 03/31/2024
     IDLV155,622$4,368 03/31/2024
Jane Street Group LLC141,403$3,983 12/31/2023
     IDLV141,403$3,983 12/31/2023
Equitable Holdings Inc.132,107$3,721 12/31/2023
     IDLV132,107$3,721 12/31/2023
Northwestern Mutual Wealth Management Co.129,726$3,654 12/31/2023
     IDLV129,726$3,654 12/31/2023
Armbruster Capital Management Inc.108,463$3,055 12/31/2023
     IDLV108,463$3,055 12/31/2023
Bank of America Corp DE94,681$2,667 12/31/2023
     IDLV94,681$2,667 12/31/2023
Envestnet Asset Management Inc.88,027$2,480 12/31/2023
     IDLV88,027$2,480 12/31/2023
Susquehanna International Group LLP79,888$2,250 12/31/2023
     IDLV79,888$2,250 12/31/2023
The PNC Financial Services Group Inc.76,518$2,156 12/31/2023
     IDLV76,518$2,156 12/31/2023
Raymond James Financial Services Advisors Inc.69,912$1,969 12/31/2023
     IDLV69,912$1,969 12/31/2023
Flow Traders U.S. LLC54,714$1,541 12/31/2023
     IDLV54,714$1,541 12/31/2023
Wells Fargo & Company MN46,119$1,299 12/31/2023
     IDLV46,119$1,299 12/31/2023
Commonwealth Equity Services LLC42,350$1,193 12/31/2023
     IDLV42,350$1,193 12/31/2023
Avantax Advisory Services Inc.41,344$1,165 12/31/2023
     IDLV41,344$1,165 12/31/2023
Avestar Capital LLC34,161$962 12/31/2023
     IDLV34,161$962 12/31/2023
Advisor Group Holdings Inc.30,284$853 12/31/2023
     IDLV30,284$853 12/31/2023
National Bank of Canada FI30,336$845 12/31/2023
     IDLV30,336$845 12/31/2023
Citadel Advisors LLC29,706$837 12/31/2023
     IDLV29,706$837 12/31/2023
Cambridge Investment Research Advisors Inc.27,027$761 12/31/2023
     IDLV27,027$761 12/31/2023
FMR LLC25,073$706 12/31/2023
     IDLV25,073$706 12/31/2023
Brown Wealth Management LLC24,148$680 12/31/2023
     IDLV24,148$680 12/31/2023
Ridgewood Investments LLC23,630$663 03/31/2024
     IDLV23,630$663 03/31/2024
Townsquare Capital LLC21,558$607 12/31/2023
     IDLV21,558$607 12/31/2023
Shakespeare Wealth Management Inc.20,107$566 12/31/2023
     IDLV20,107$566 12/31/2023
Captrust Financial Advisors18,215$513 12/31/2023
     IDLV18,215$513 12/31/2023
Raymond James & Associates17,947$506 12/31/2023
     IDLV17,947$506 12/31/2023
Wambolt & Associates LLC17,471$492 12/31/2023
     IDLV17,471$492 12/31/2023
Steel Peak Wealth Management LLC17,411$489 03/31/2024
     IDLV17,411$489 03/31/2024
Rockefeller Capital Management L.P.17,362$489 12/31/2023
     IDLV17,362$489 12/31/2023
WealthBridge Capital Management LLC16,834$474 12/31/2023
     IDLV16,834$474 12/31/2023
Royal Bank of Canada16,186$456 12/31/2023
     IDLV16,186$456 12/31/2023
Ausdal Financial Partners Inc.15,461$434 03/31/2024
     IDLV15,461$434 03/31/2024
Natixis15,116$425 12/31/2023
     IDLV15,116$425 12/31/2023
McNaughton Wealth Management LLC13,605$382 03/31/2024
     IDLV13,605$382 03/31/2024
Wealth Enhancement Advisory Services LLC13,591$381 03/31/2024
     IDLV13,591$381 03/31/2024
Kestra Advisory Services LLC12,002$338 12/31/2023
     IDLV12,002$338 12/31/2023
Ameriprise Financial Inc.11,338$319 12/31/2023
     IDLV11,338$319 12/31/2023
Cetera Investment Advisers11,241$317 12/31/2023
     IDLV11,241$317 12/31/2023
Sykon Capital LLC11,178$315 12/31/2023
     IDLV11,178$315 12/31/2023
Prospera Financial Services Inc10,501$296 12/31/2023
     IDLV10,501$296 12/31/2023
Citigroup Inc.10,257$289 12/31/2023
     IDLV10,257$289 12/31/2023
Revisor Wealth Management LLC10,159$286 12/31/2023
     IDLV10,159$286 12/31/2023
CAP Partners LLC9,368$263 03/31/2024
     IDLV9,368$263 03/31/2024
Private Advisor Group LLC9,236$260 12/31/2023
     IDLV9,236$260 12/31/2023
Exencial Wealth Advisors LLC9,023$254 12/31/2023
     IDLV9,023$254 12/31/2023
Stratos Wealth Partners LTD.8,614$242 03/31/2024
     IDLV8,614$242 03/31/2024
Prudential Financial Inc.8,458$238 12/31/2023
     IDLV8,458$238 12/31/2023
Legacy Financial Advisors Inc.8,344$235 12/31/2023
     IDLV8,344$235 12/31/2023
HBK Sorce Advisory LLC8,220$232 12/31/2023
     IDLV8,220$232 12/31/2023
GHP Investment Advisors Inc.8,040$226 12/31/2023
     IDLV8,040$226 12/31/2023
Comerica Bank7,887$222 12/31/2023
     IDLV7,887$222 12/31/2023
Fifth Third Securities Inc.7,564$212 03/31/2024
     IDLV7,564$212 03/31/2024
Global Retirement Partners LLC6,421$179 12/31/2023
     IDLV6,421$179 12/31/2023
Capital Investment Advisory Services LLC4,871$137 12/31/2023
     IDLV4,871$137 12/31/2023
Assetmark Inc.4,361$123 12/31/2023
     IDLV4,361$123 12/31/2023
JFS Wealth Advisors LLC3,887$109 12/31/2023
     IDLV3,887$109 12/31/2023
Emfo LLC3,657$103 12/31/2023
     IDLV3,657$103 12/31/2023
Main Street Group LTD3,612$102 12/31/2023
     IDLV3,612$102 12/31/2023
Geneos Wealth Management Inc.3,415$96 12/31/2023
     IDLV3,415$96 12/31/2023
Principal Securities Inc.2,377$67 12/31/2023
     IDLV2,377$67 12/31/2023
Investors Research Corp2,089$59 12/31/2023
     IDLV2,089$59 12/31/2023
Front Row Advisors LLC1,700$48 12/31/2023
     IDLV1,700$48 12/31/2023
US Bancorp DE1,366$39 12/31/2023
     IDLV1,366$39 12/31/2023
Qube Research & Technologies Ltd1,368$39 12/31/2023
     IDLV1,368$39 12/31/2023
Ambassador Advisors LLC1,260$35 12/31/2023
     IDLV1,260$35 12/31/2023
GWM Advisors LLC986$28 12/31/2023
     IDLV986$28 12/31/2023
AdvisorNet Financial Inc803$23 03/31/2024
     IDLV803$23 03/31/2024
CVA Family Office LLC650$18 03/31/2024
     IDLV650$18 03/31/2024
Harbour Investments Inc.596$17 12/31/2023
     IDLV596$17 12/31/2023
Archer Investment Corp570$16 12/31/2023
     IDLV570$16 12/31/2023
DHJJ Financial Advisors Ltd.466$13 03/31/2024
     IDLV466$13 03/31/2024
Blair William & Co. IL378$11 12/31/2023
     IDLV378$11 12/31/2023
Scarborough Advisors LLC395$11 12/31/2023
     IDLV395$11 12/31/2023
JPMorgan Chase & Co.328$9 12/31/2023
     IDLV328$9 12/31/2023
Steward Partners Investment Advisory LLC280$8 12/31/2023
     IDLV280$8 12/31/2023
Advisory Services Network LLC235$7 12/31/2023
     IDLV235$7 12/31/2023
Tidemark LLC202$6 12/31/2023
     IDLV202$6 12/31/2023
Capital Analysts LLC175$5 12/31/2023
     IDLV175$5 12/31/2023
Toth Financial Advisory Corp150$4 03/31/2024
     IDLV150$4 03/31/2024
EverSource Wealth Advisors LLC133$4 12/31/2023
     IDLV133$4 12/31/2023
Sunbelt Securities Inc.117$3 03/31/2024
     IDLV117$3 03/31/2024
Creative Financial Designs Inc. ADV60$2 12/31/2023
     IDLV60$2 12/31/2023
IFP Advisors Inc68$2 12/31/2023
     IDLV68$2 12/31/2023
Proequities Inc.0$0 12/31/2023
     IDLV0$0 12/31/2023
Tower Research Capital LLC TRC 3$0 12/31/2023
     IDLV3$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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