HoldingsChannel.com
Funds Holding IDV
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE10,268,636$315,658 09/30/2019
     IDV10,268,636$315,658 09/30/2019
Morgan Stanley5,543,660$170,412 09/30/2019
     IDV5,543,660$170,412 09/30/2019
UBS Group AG4,217,587$129,649 09/30/2019
     IDV4,217,587$129,649 09/30/2019
US Bancorp DE3,801,641$116,862 09/30/2019
     IDV3,801,641$116,862 09/30/2019
Moneta Group Investment Advisors LLC2,740,696$84,249 09/30/2019
     IDV2,740,696$84,249 09/30/2019
BlackRock Inc.2,391,405$73,512 09/30/2019
     IDV2,391,405$73,512 09/30/2019
Wells Fargo & Company MN2,233,662$68,662 09/30/2019
     IDV2,233,662$68,662 09/30/2019
LPL Financial LLC1,883,143$57,888 09/30/2019
     IDV1,883,143$57,888 09/30/2019
Ameriprise Financial Inc.1,572,386$48,460 09/30/2019
     IDV1,572,386$48,460 09/30/2019
Royal Bank of Canada1,447,872$44,506 09/30/2019
     IDV1,447,872$44,506 09/30/2019
Envestnet Asset Management Inc.1,385,334$42,585 09/30/2019
     IDV1,385,334$42,585 09/30/2019
Assetmark Inc.1,157,650$35,586 09/30/2019
     IDV1,157,650$35,586 09/30/2019
ETRADE Capital Management LLC1,123,521$34,537 09/30/2019
     IDV1,123,521$34,537 09/30/2019
Regions Financial Corp1,111,618$34,171 09/30/2019
     IDV1,111,618$34,171 09/30/2019
Bank of New York Mellon Corp1,110,301$34,131 09/30/2019
     IDV1,110,301$34,131 09/30/2019
Janney Montgomery Scott LLC979,336$30,105 09/30/2019
     IDV979,336$30,105 09/30/2019
Round Table Services LLC927,242$28,503 09/30/2019
     IDV927,242$28,503 09/30/2019
FUKOKU MUTUAL LIFE INSURANCE Co898,000$27,605 09/30/2019
     IDV898,000$27,605 09/30/2019
Baird Financial Group Inc.820,312$25,217 09/30/2019
     IDV820,312$25,217 09/30/2019
Stifel Financial Corp520,908$16,007 09/30/2019
     IDV520,908$16,007 09/30/2019
Securian Asset Management Inc500,000$15,370 09/30/2019
     IDV500,000$15,370 09/30/2019
Commonwealth Equity Services LLC491,541$15,109 09/30/2019
     IDV491,541$15,109 09/30/2019
Raymond James & Associates477,947$14,692 09/30/2019
     IDV477,947$14,692 09/30/2019
Signature Estate & Investment Advisors LLC475,006$14,602 09/30/2019
     IDV475,006$14,602 09/30/2019
Raymond James Financial Services Advisors Inc.472,571$14,527 09/30/2019
     IDV472,571$14,527 09/30/2019
Linscomb & Williams Inc.445,200$13,685 09/30/2019
     IDV445,200$13,685 09/30/2019
Synovus Financial Corp378,481$11,640 09/30/2019
     IDV378,481$11,640 09/30/2019
Destination Wealth Management373,623$11,485 09/30/2019
     IDV373,623$11,485 09/30/2019
Pennsylvania Trust Co373,149$11,470 09/30/2019
     IDV373,149$11,470 09/30/2019
First Republic Investment Management Inc.354,798$10,907 09/30/2019
     IDV354,798$10,907 09/30/2019
Independence Wealth Advisors Inc.317,330$9,755 09/30/2019
     IDV317,330$9,755 09/30/2019
Suntrust Banks Inc.300,674$9,243 09/30/2019
     IDV300,674$9,243 09/30/2019
M&T Bank Corp267,691$8,229 09/30/2019
     IDV267,691$8,229 09/30/2019
Advisor Group Inc.265,301$8,157 09/30/2019
     IDV265,301$8,157 09/30/2019
Aspiriant LLC261,480$8,038 09/30/2019
     IDV261,480$8,038 09/30/2019
PNC Financial Services Group Inc.254,874$7,835 09/30/2019
     IDV254,874$7,835 09/30/2019
CX Institutional236,406$7,267 09/30/2019
     IDV236,406$7,267 09/30/2019
MML Investors Services LLC232,783$7,156 09/30/2019
     IDV232,783$7,156 09/30/2019
Grove Bank & Trust221,916$6,822 09/30/2019
     IDV221,916$6,822 09/30/2019
RPG Investment Advisory LLC215,949$6,638 09/30/2019
     IDV215,949$6,638 09/30/2019
Biegel & Waller LLC210,210$6,462 09/30/2019
     IDV210,210$6,462 09/30/2019
Merriman Wealth Management LLC202,979$6,240 09/30/2019
     IDV202,979$6,240 09/30/2019
NorthRock Partners LLC200,871$6,175 09/30/2019
     IDV200,871$6,175 09/30/2019
PFS Investments Inc.195,206$6,001 09/30/2019
     IDV195,206$6,001 09/30/2019
Northwestern Mutual Wealth Management Co.193,953$5,962 09/30/2019
     IDV193,953$5,962 09/30/2019
Jane Street Group LLC193,445$5,946 09/30/2019
     IDV193,445$5,946 09/30/2019
BB&T Securities LLC190,468$5,857 09/30/2019
     IDV190,468$5,857 09/30/2019
Strategic Wealth Partners Ltd.7,409$5,445 09/30/2019
     IDV7,409$5,445 09/30/2019
D.A. Davidson & CO.173,911$5,346 09/30/2019
     IDV173,911$5,346 09/30/2019
Cornerstone Advisory LLC164,680$5,062 09/30/2019
     IDV164,680$5,062 09/30/2019
UBS Asset Management Americas Inc.159,288$4,897 09/30/2019
     IDV159,288$4,897 09/30/2019
Strategic Financial Group LLC155,186$4,770 09/30/2019
     IDV155,186$4,770 09/30/2019
Athena Capital Advisors LLC150,935$4,640 09/30/2019
     IDV150,935$4,640 09/30/2019
Avantax Advisory Services Inc.150,648$4,623 09/30/2019
     IDV150,648$4,623 09/30/2019
JNBA Financial Advisors138,223$4,249 09/30/2019
     IDV138,223$4,249 09/30/2019
Wade G W & Inc.134,993$4,150 09/30/2019
     IDV134,993$4,150 09/30/2019
HighTower Advisors LLC132,712$4,078 09/30/2019
     IDV132,712$4,078 09/30/2019
Arden Trust Co131,703$4,048 09/30/2019
     IDV131,703$4,048 09/30/2019
Scotia Capital Inc.128,397$3,947 09/30/2019
     IDV128,397$3,947 09/30/2019
River & Mercantile LLC126,385$3,885 09/30/2019
     IDV126,385$3,885 09/30/2019
Cambridge Investment Research Advisors Inc.125,125$3,846 09/30/2019
     IDV125,125$3,846 09/30/2019
Accurate Investment Solutions Inc.124,337$3,822 09/30/2019
     IDV124,337$3,822 09/30/2019
Resources Investment Advisors LLC.124,014$3,812 09/30/2019
     IDV124,014$3,812 09/30/2019
Ladenburg Thalmann Financial Services Inc.123,790$3,805 09/30/2019
     IDV123,790$3,805 09/30/2019
JPMorgan Chase & Co.122,307$3,760 09/30/2019
     IDV122,307$3,760 09/30/2019
Occidental Asset Management LLC116,516$3,582 09/30/2019
     IDV116,516$3,582 09/30/2019
Advocacy Wealth Management Services LLC115,394$3,547 09/30/2019
     IDV115,394$3,547 09/30/2019
Murphy Middleton Hinkle & Parker Inc.114,384$3,516 09/30/2019
     IDV114,384$3,516 09/30/2019
Klingman & Associates LLC112,985$3,473 09/30/2019
     IDV112,985$3,473 09/30/2019
Evanson Asset Management LLC110,720$3,404 09/30/2019
     IDV110,720$3,404 09/30/2019
Legacy Private Trust Co.107,726$3,311 09/30/2019
     IDV107,726$3,311 09/30/2019
CLS Investments LLC107,419$3,302 09/30/2019
     IDV107,419$3,302 09/30/2019
Brinker Capital Inc.103,769$3,190 09/30/2019
     IDV103,769$3,190 09/30/2019
180 Wealth Advisors LLC100,886$3,128 09/30/2019
     IDV100,886$3,128 09/30/2019
Sage Advisory Services Ltd.Co.96,591$2,967 09/30/2019
     IDV96,591$2,967 09/30/2019
Wealth Advisors of Tampa Bay LLC95,905$2,948 09/30/2019
     IDV95,905$2,948 09/30/2019
Creative Planning93,430$2,872 09/30/2019
     IDV93,430$2,872 09/30/2019
Keystone Financial Group91,871$2,824 09/30/2019
     IDV91,871$2,824 09/30/2019
National Asset Management Inc.91,763$2,821 09/30/2019
     IDV91,763$2,821 09/30/2019
FFT Wealth Management LLC90,627$2,786 09/30/2019
     IDV90,627$2,786 09/30/2019
First Commonwealth Financial Corp PA90,574$2,784 09/30/2019
     IDV90,574$2,784 09/30/2019
Blair William & Co. IL89,479$2,751 09/30/2019
     IDV89,479$2,751 09/30/2019
First Hawaiian Bank88,689$2,726 09/30/2019
     IDV88,689$2,726 09/30/2019
Hilltop Holdings Inc.86,257$2,650 09/30/2019
     IDV86,257$2,650 09/30/2019
Ackerman Capital Advisors LLC84,477$2,597 09/30/2019
     IDV84,477$2,597 09/30/2019
Private Advisor Group LLC80,795$2,503 09/30/2019
     IDV80,795$2,503 09/30/2019
WealthPLAN Partners LLC76,571$2,477 09/30/2019
     IDV76,571$2,477 09/30/2019
Bangor Savings Bank77,887$2,394 09/30/2019
     IDV77,887$2,394 09/30/2019
Whittier Trust Co.73,385$2,255 09/30/2019
     IDV73,385$2,255 09/30/2019
Twin Capital Management Inc.72,930$2,242 09/30/2019
     IDV72,930$2,242 09/30/2019
Wilshire Associates Inc72,930$2,242 09/30/2019
     IDV72,930$2,242 09/30/2019
NEXT Financial Group Inc72,544$2,229 09/30/2019
     IDV72,544$2,229 09/30/2019
Brandywine Oak Private Wealth LLC70,188$2,157 09/30/2019
     IDV70,188$2,157 09/30/2019
GWM Advisors LLC69,229$2,128 09/30/2019
     IDV69,229$2,128 09/30/2019
Thrivent Financial for Lutherans67,697$2,081 09/30/2019
     IDV67,697$2,081 09/30/2019
Schwarz Dygos Wheeler Investment Advisors LLC66,694$2,050 09/30/2019
     IDV66,694$2,050 09/30/2019
Winthrop Partners WNY LLC65,937$2,027 09/30/2019
     IDV65,937$2,027 09/30/2019
Colony Group LLC64,096$1,970 09/30/2019
     IDV64,096$1,970 09/30/2019
Insight Wealth Strategies LLC60,627$1,864 09/30/2019
     IDV60,627$1,864 09/30/2019
RFG Advisory LLC58,800$1,808 09/30/2019
     IDV58,800$1,808 09/30/2019
Cliftonlarsonallen Wealth Advisors LLC58,505$1,798 09/30/2019
     IDV58,505$1,798 09/30/2019
Stephens Inc. AR57,724$1,774 09/30/2019
     IDV57,724$1,774 09/30/2019
Sowell Financial Services LLC56,662$1,742 09/30/2019
     IDV56,662$1,742 09/30/2019
Goldman Sachs Group Inc.56,204$1,728 09/30/2019
     IDV56,204$1,728 09/30/2019
Annex Advisory Services LLC55,999$1,722 09/30/2019
     IDV55,999$1,722 09/30/2019
Horan Securities Inc.55,954$1,720 09/30/2019
     IDV55,954$1,720 09/30/2019
WealthTrust Axiom LLC53,522$1,645 09/30/2019
     IDV53,522$1,645 09/30/2019
Bingham Osborn & Scarborough LLC50,960$1,567 09/30/2019
     IDV50,960$1,567 09/30/2019
ERTS Wealth Advisors LLC50,830$1,563 09/30/2019
     IDV50,830$1,563 09/30/2019
Mechanics Bank Trust Department49,612$1,525 09/30/2019
     IDV49,612$1,525 09/30/2019
Cadence Bank NA49,580$1,524 09/30/2019
     IDV49,580$1,524 09/30/2019
Arete Wealth Advisors LLC49,499$1,522 09/30/2019
     IDV49,499$1,522 09/30/2019
Beacon Investment Advisory Services Inc.49,297$1,515 09/30/2019
     IDV49,297$1,515 09/30/2019
Monroe Bank & Trust MI49,146$1,510 06/30/2019
     IDV49,146$1,510 06/30/2019
Allianz Asset Management GmbH48,986$1,505 09/30/2019
     IDV48,986$1,505 09/30/2019
MA Private Wealth48,848$1,502 09/30/2019
     IDV48,848$1,502 09/30/2019
CIBC World Markets Inc.48,659$1,496 09/30/2019
     IDV48,659$1,496 09/30/2019
OmniStar Financial Group Inc.48,019$1,476 09/30/2019
     IDV48,019$1,476 09/30/2019
Archetype Wealth Partners LLC47,960$1,474 09/30/2019
     IDV47,960$1,474 09/30/2019
Financial Counselors Inc.47,131$1,449 09/30/2019
     IDV47,131$1,449 09/30/2019
NTV Asset Management LLC46,600$1,432 09/30/2019
     IDV46,600$1,432 09/30/2019
Commerce Bank46,546$1,430 09/30/2019
     IDV46,546$1,430 09/30/2019
Bank of Montreal Can46,486$1,429 09/30/2019
     IDV46,486$1,429 09/30/2019
Cetera Advisor Networks LLC45,871$1,408 09/30/2019
     IDV45,871$1,408 09/30/2019
Sigma Planning Corp45,751$1,406 09/30/2019
     IDV45,751$1,406 09/30/2019
Raab & Moskowitz Asset Management LLC44,799$1,377 09/30/2019
     IDV44,799$1,377 09/30/2019
Mariner LLC44,447$1,366 09/30/2019
     IDV44,447$1,366 09/30/2019
Daiwa Securities Group Inc.44,300$1,362 09/30/2019
     IDV44,300$1,362 09/30/2019
Whittier Trust Co. of Nevada Inc.41,938$1,288 09/30/2019
     IDV41,938$1,288 09/30/2019
First Merchants Corp41,766$1,284 09/30/2019
     IDV41,766$1,284 09/30/2019
Hubbell Strickland Wealth Management LLC41,171$1,266 09/30/2019
     IDV41,171$1,266 09/30/2019
Strategic Wealth Advisors Group LLC40,859$1,247 09/30/2019
     IDV40,859$1,247 09/30/2019
Capital Advisors Ltd. LLC39,301$1,208 09/30/2019
     IDV39,301$1,208 09/30/2019
Intersect Capital LLC38,192$1,174 09/30/2019
     IDV38,192$1,174 09/30/2019
B. Riley Wealth Management Inc.38,047$1,170 09/30/2019
     IDV38,047$1,170 09/30/2019
Financial Advisory Service Inc.37,753$1,161 09/30/2019
     IDV37,753$1,161 09/30/2019
Hancock Whitney Corp36,887$1,134 09/30/2019
     IDV36,887$1,134 09/30/2019
Howe & Rusling Inc.36,876$1,134 09/30/2019
     IDV36,876$1,134 09/30/2019
Camarda Financial Advisors LLC36,227$1,114 09/30/2019
     IDV36,227$1,114 09/30/2019
Haverford Trust Co.35,942$1,105 09/30/2019
     IDV35,942$1,105 09/30/2019
Lbmc Investment Advisors LLC35,173$1,081 09/30/2019
     IDV35,173$1,081 09/30/2019
Signet Financial Management LLC32,994$1,073 09/30/2019
     IDV32,994$1,073 09/30/2019
MUFG Americas Holdings Corp34,497$1,060 09/30/2019
     IDV34,497$1,060 09/30/2019
BOKF NA34,446$1,059 09/30/2019
     IDV34,446$1,059 09/30/2019
D.B. Root & Company LLC33,641$1,034 09/30/2019
     IDV33,641$1,034 09/30/2019
Well Done LLC33,341$1,025 09/30/2019
     IDV33,341$1,025 09/30/2019
Cedar Brook Financial Partners LLC32,648$1,004 09/30/2019
     IDV32,648$1,004 09/30/2019
Valmark Advisers Inc.32,197$990 09/30/2019
     IDV32,197$990 09/30/2019
Prudential PLC31,823$978 09/30/2019
     IDV31,823$978 09/30/2019
United Capital Financial Advisers LLC31,586$971 09/30/2019
     IDV31,586$971 09/30/2019
BBVA USA Bancshares Inc.31,431$966 09/30/2019
     IDV31,431$966 09/30/2019
Citigroup Inc.30,781$946 09/30/2019
     IDV30,781$946 09/30/2019
Raymond James Trust N.A.30,436$936 09/30/2019
     IDV30,436$936 09/30/2019
Stony Point Wealth Management Inc.30,184$928 09/30/2019
     IDV30,184$928 09/30/2019
First National Bank of South Miami31,168$919 09/30/2019
     IDV31,168$919 09/30/2019
Virtu Financial LLC28,949$890 09/30/2019
     IDV28,949$890 09/30/2019
Gould Asset Management LLC CA28,925$889 09/30/2019
     IDV28,925$889 09/30/2019
Baystate Wealth Management LLC28,470$875 09/30/2019
     IDV28,470$875 09/30/2019
United Capital Management of KS Inc.28,953$873 09/30/2019
     IDV28,953$873 09/30/2019
LeJeune Puetz Investment Counsel LLC28,188$867 09/30/2019
     IDV28,188$867 09/30/2019
Highwater Wealth Management LLC28,002$861 09/30/2019
     IDV28,002$861 09/30/2019
Level Four Advisory Services LLC27,850$856 09/30/2019
     IDV27,850$856 09/30/2019
FinTrust Capital Advisors LLC27,826$855 09/30/2019
     IDV27,826$855 09/30/2019
Garrett Wealth Advisory Group LLC27,580$848 09/30/2019
     IDV27,580$848 09/30/2019
Motco27,320$840 09/30/2019
     IDV27,320$840 09/30/2019
IFP Advisors Inc27,402$838 09/30/2019
     IDV27,402$838 09/30/2019
Summit Financial Group Inc.27,082$833 09/30/2019
     IDV27,082$833 09/30/2019
Community Bank & Trust Waco Texas26,188$805 09/30/2019
     IDV26,188$805 09/30/2019
Rehmann Capital Advisory Group26,195$805 06/30/2019
     IDV26,195$805 06/30/2019
Smithbridge Asset Management Inc. DE25,500$784 09/30/2019
     IDV25,500$784 09/30/2019
Sunbelt Securities Inc.25,407$781 09/30/2019
     IDV25,407$781 09/30/2019
Edge Capital Group LLC24,581$756 09/30/2019
     IDV24,581$756 09/30/2019
Rathbone Brothers plc24,425$751 09/30/2019
     IDV24,425$751 09/30/2019
Kays Financial Advisory Corp ADV24,191$744 09/30/2019
     IDV24,191$744 09/30/2019
Bank of Nova Scotia24,053$739 09/30/2019
     IDV24,053$739 09/30/2019
Alpha Cubed Investments LLC23,853$733 09/30/2019
     IDV23,853$733 09/30/2019
Sequoia Financial Advisors LLC23,848$733 09/30/2019
     IDV23,848$733 09/30/2019
Newfound Research LLC23,591$725 09/30/2019
     IDV23,591$725 09/30/2019
BerganKDV Wealth Management LLC23,526$723 09/30/2019
     IDV23,526$723 09/30/2019
Quad Cities Investment Group LLC23,399$720 09/30/2019
     IDV23,399$720 09/30/2019
GYL Financial Synergies LLC23,354$718 09/30/2019
     IDV23,354$718 09/30/2019
First Allied Advisory Services Inc.22,622$698 09/30/2019
     IDV22,622$698 09/30/2019
Fragasso Group Inc.22,682$697 09/30/2019
     IDV22,682$697 09/30/2019
Trustmark National Bank Trust Department22,185$682 09/30/2019
     IDV22,185$682 09/30/2019
Mutual Advisors LLC22,196$682 09/30/2019
     IDV22,196$682 09/30/2019
Fort Washington Investment Advisors Inc. OH20,570$632 09/30/2019
     IDV20,570$632 09/30/2019
Voya Financial Advisors Inc.20,624$632 09/30/2019
     IDV20,624$632 09/30/2019
Steward Partners Investment Advisory LLC20,582$632 09/30/2019
     IDV20,582$632 09/30/2019
FDx Advisors Inc.20,463$629 09/30/2019
     IDV20,463$629 09/30/2019
Lincoln National Corp20,106$619 09/30/2019
     IDV20,106$619 09/30/2019
Pasadena Private Wealth LLC19,797$609 09/30/2019
     IDV19,797$609 09/30/2019
Boys Arnold & Co. Inc.19,546$599 09/30/2019
     IDV19,546$599 09/30/2019
DAVENPORT & Co LLC19,386$596 09/30/2019
     IDV19,386$596 09/30/2019
Atria Investments LLC19,291$593 09/30/2019
     IDV19,291$593 09/30/2019
Toronto Dominion Bank19,178$589 09/30/2019
     IDV19,178$589 09/30/2019
Cetera Advisors LLC19,083$588 09/30/2019
     IDV19,083$588 09/30/2019
Dimension Capital Management LLC18,972$583 09/30/2019
     IDV18,972$583 09/30/2019
Citizens Financial Group Inc RI18,860$580 09/30/2019
     IDV18,860$580 09/30/2019
Quest Capital Management Inc. ADV18,859$580 09/30/2019
     IDV18,859$580 09/30/2019
Mid Atlantic Financial Management Inc. ADV18,506$569 09/30/2019
     IDV18,506$569 09/30/2019
Adell Harriman & Carpenter Inc.18,500$569 09/30/2019
     IDV18,500$569 09/30/2019
Wambolt & Associates LLC18,446$567 09/30/2019
     IDV18,446$567 09/30/2019
Brooks Moore & Associates Inc.18,400$566 09/30/2019
     IDV18,400$566 09/30/2019
BlueSky Wealth Advisors LLC18,024$540 09/30/2019
     IDV18,024$540 09/30/2019
Personal Resources Investment & Strategic Management Inc.17,525$539 09/30/2019
     IDV17,525$539 09/30/2019
Bank of Nova Scotia Trust Co.17,339$533 09/30/2019
     IDV17,339$533 09/30/2019
Mutual of Omaha Bank Wealth Management17,318$532 09/30/2019
     IDV17,318$532 09/30/2019
Advisory Services Network LLC16,736$514 09/30/2019
     IDV16,736$514 09/30/2019
Wilbanks Smith & Thomas Asset Management LLC16,662$512 09/30/2019
     IDV16,662$512 09/30/2019
Kovitz Investment Group Partners LLC16,510$508 09/30/2019
     IDV16,510$508 09/30/2019
Summit Wealth & Retirement Planning Inc.16,136$496 09/30/2019
     IDV16,136$496 09/30/2019
Van Hulzen Asset Management LLC15,870$488 09/30/2019
     IDV15,870$488 09/30/2019
Vivaldi Capital Management LLC15,573$479 09/30/2019
     IDV15,573$479 09/30/2019
Fort Sheridan Advisors LLC15,294$470 09/30/2019
     IDV15,294$470 09/30/2019
Retirement Planning Group14,998$461 09/30/2019
     IDV14,998$461 09/30/2019
Tiedemann Advisors LLC14,904$458 09/30/2019
     IDV14,904$458 09/30/2019
Fiduciary Group LLC14,745$453 09/30/2019
     IDV14,745$453 09/30/2019
Actinver Wealth Management Inc.14,736$453 09/30/2019
     IDV14,736$453 09/30/2019
Allworth Financial LP14,662$451 09/30/2019
     IDV14,662$451 09/30/2019
Iberiabank Corp14,562$448 09/30/2019
     IDV14,562$448 09/30/2019
Financial Advocates Investment Management14,549$447 09/30/2019
     IDV14,549$447 09/30/2019
Ellenbecker Investment Group14,216$437 09/30/2019
     IDV14,216$437 09/30/2019
Marino Stram & Associates LLC14,151$435 09/30/2019
     IDV14,151$435 09/30/2019
Csenge Advisory Group13,869$426 09/30/2019
     IDV13,869$426 09/30/2019
PagnatoKarp Partners LLC13,722$422 09/30/2019
     IDV13,722$422 09/30/2019
SWS Partners12,904$419 09/30/2019
     IDV12,904$419 09/30/2019
SeaCrest Wealth Management LLC13,527$416 09/30/2019
     IDV13,527$416 09/30/2019
Integrated Wealth Concepts LLC13,189$405 09/30/2019
     IDV13,189$405 09/30/2019
Colonial Trust Advisors12,966$399 09/30/2019
     IDV12,966$399 09/30/2019
Epstein & White Financial LLC13,039$397 09/30/2019
     IDV13,039$397 09/30/2019
Aspen Investment Management Inc12,737$392 09/30/2019
     IDV12,737$392 09/30/2019
Wharton Business Group LLC12,580$387 09/30/2019
     IDV12,580$387 09/30/2019
FCG Advisors LLC12,570$386 09/30/2019
     IDV12,570$386 09/30/2019
Kistler Tiffany Companies LLC12,495$384 09/30/2019
     IDV12,495$384 09/30/2019
Exencial Wealth Advisors LLC12,344$379 09/30/2019
     IDV12,344$379 09/30/2019
TD Asset Management Inc.11,957$368 09/30/2019
     IDV11,957$368 09/30/2019
Vestmark Advisory Solutions Inc.11,793$363 09/30/2019
     IDV11,793$363 09/30/2019
Plancorp LLC11,746$361 09/30/2019
     IDV11,746$361 09/30/2019
Headinvest LLC11,705$360 09/30/2019
     IDV11,705$360 09/30/2019
MCF Advisors LLC11,650$358 09/30/2019
     IDV11,650$358 09/30/2019
Ledyard National Bank11,500$354 09/30/2019
     IDV11,500$354 09/30/2019
Prospera Financial Services Inc11,445$352 09/30/2019
     IDV11,445$352 09/30/2019
Advisory Alpha LLC11,565$346 09/30/2019
     IDV11,565$346 09/30/2019
Crescent Grove Advisors LLC11,226$345 09/30/2019
     IDV11,226$345 09/30/2019
Vicus Capital11,188$344 09/30/2019
     IDV11,188$344 09/30/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management11,160$343 09/30/2019
     IDV11,160$343 09/30/2019
Northern Trust Corp10,740$331 09/30/2019
     IDV10,740$331 09/30/2019
Narwhal Capital Management10,465$322 09/30/2019
     IDV10,465$322 09/30/2019
Lowe Wealth Advisors LLC10,360$318 09/30/2019
     IDV10,360$318 09/30/2019
RDA Financial Network9,770$317 09/30/2019
     IDV9,770$317 09/30/2019
Clarus Wealth Advisors10,190$313 09/30/2019
     IDV10,190$313 09/30/2019
Independence Bank of Kentucky10,005$308 09/30/2019
     IDV10,005$308 09/30/2019
Estate Counselors LLC10,000$307 09/30/2019
     IDV10,000$307 09/30/2019
Pinnacle Associates Ltd.9,882$304 09/30/2019
     IDV9,882$304 09/30/2019
Comerica Bank9,373$300 09/30/2019
     IDV9,373$300 09/30/2019
Guidance Point Advisors LLC9,601$295 09/30/2019
     IDV9,601$295 09/30/2019
Oxford Financial Group Ltd.9,178$282 09/30/2019
     IDV9,178$282 09/30/2019
Calamos Wealth Management LLC9,147$281 09/30/2019
     IDV9,147$281 09/30/2019
CWM LLC9,104$280 09/30/2019
     IDV9,104$280 09/30/2019
Koshinski Asset Management Inc.9,107$280 09/30/2019
     IDV9,107$280 09/30/2019
Argent Capital Management LLC8,995$277 09/30/2019
     IDV8,995$277 09/30/2019
Hudock Capital Group LLC8,858$272 09/30/2019
     IDV8,858$272 09/30/2019
Wooster Corthell Wealth Management Inc.8,749$269 09/30/2019
     IDV8,749$269 09/30/2019
AE Wealth Management LLC8,552$263 09/30/2019
     IDV8,552$263 09/30/2019
ARGI Investment Services LLC8,499$261 09/30/2019
     IDV8,499$261 09/30/2019
Fifth Third Bancorp8,398$258 09/30/2019
     IDV8,398$258 09/30/2019
First Command Bank8,203$252 09/30/2019
     IDV8,203$252 09/30/2019
First Command Financial Services Inc.8,203$252 09/30/2019
     IDV8,203$252 09/30/2019
Chemung Canal Trust Co.8,123$250 09/30/2019
     IDV8,123$250 09/30/2019
Dynamic Advisor Solutions LLC8,080$248 09/30/2019
     IDV8,080$248 09/30/2019
Moors & Cabot Inc.7,989$246 09/30/2019
     IDV7,989$246 09/30/2019
Stratos Wealth Partners LTD.7,946$244 09/30/2019
     IDV7,946$244 09/30/2019
Mercer Global Advisors Inc. ADV7,917$243 09/30/2019
     IDV7,917$243 09/30/2019
BCJ Capital Management LLC7,850$241 09/30/2019
     IDV7,850$241 09/30/2019
Titus Wealth Management7,821$240 09/30/2019
     IDV7,821$240 09/30/2019
BLB&B Advisors LLC7,768$239 09/30/2019
     IDV7,768$239 09/30/2019
Dorsey & Whitney Trust CO LLC7,683$237 09/30/2019
     IDV7,683$237 09/30/2019
United Asset Strategies Inc.7,710$237 09/30/2019
     IDV7,710$237 09/30/2019
Oppenheimer & Co. Inc.7,681$236 09/30/2019
     IDV7,681$236 09/30/2019
Cambria Investment Management L.P.7,673$236 09/30/2019
     IDV7,673$236 09/30/2019
Fundamentun LLC7,665$236 09/30/2019
     IDV7,665$236 09/30/2019
Dearborn Partners LLC7,502$231 09/30/2019
     IDV7,502$231 09/30/2019
Flow Traders U.S. LLC7,313$225 09/30/2019
     IDV7,313$225 09/30/2019
Essex Financial Services Inc.7,297$224 09/30/2019
     IDV7,297$224 09/30/2019
Betterment LLC6,910$212 09/30/2019
     IDV6,910$212 09/30/2019
Wealthcare Advisory Partners LLC6,802$209 09/30/2019
     IDV6,802$209 09/30/2019
Pinnacle Wealth Management Advisory Group LLC6,757$208 09/30/2019
     IDV6,757$208 09/30/2019
Susquehanna International Group LLP $202 09/30/2019
     Put25,400$781 09/30/2019
     Call25,100$772 09/30/2019
     IDV6,877$211 09/30/2019
MONECO Advisors LLC6,533$201 09/30/2019
     IDV6,533$201 09/30/2019
Capital Investment Advisory Services LLC6,508$200 09/30/2019
     IDV6,508$200 09/30/2019
Certified Advisory Corp6,500$200 09/30/2019
     IDV6,500$200 09/30/2019
Family Management Corp6,260$192 09/30/2019
     IDV6,260$192 09/30/2019
MV Capital Management Inc.6,210$191 09/30/2019
     IDV6,210$191 09/30/2019
Coastal Capital Group Inc.6,143$189 09/30/2019
     IDV6,143$189 09/30/2019
FTB Advisors Inc.5,823$178 09/30/2019
     IDV5,823$178 09/30/2019
CENTRAL TRUST Co5,645$174 09/30/2019
     IDV5,645$174 09/30/2019
Belpointe Asset Management LLC5,313$163 06/30/2019
     IDV5,313$163 06/30/2019
PDS Planning Inc5,201$160 09/30/2019
     IDV5,201$160 09/30/2019
Millburn Ridgefield Corp5,086$156 09/30/2019
     IDV5,086$156 09/30/2019
Benjamin F. Edwards & Company Inc.4,954$152 09/30/2019
     IDV4,954$152 09/30/2019
Price Wealth LLC4,443$137 09/30/2019
     IDV4,443$137 09/30/2019
Golden State Wealth Management LLC4,260$131 09/30/2019
     IDV4,260$131 09/30/2019
Webster Bank N. A.4,095$126 09/30/2019
     IDV4,095$126 09/30/2019
Patriot Financial Group Insurance Agency LLC4,009$123 09/30/2019
     IDV4,009$123 09/30/2019
Crewe Advisors LLC3,897$120 09/30/2019
     IDV3,897$120 09/30/2019
Ameritas Investment Partners Inc.3,870$118 09/30/2019
     IDV3,870$118 09/30/2019
FMR LLC3,715$114 09/30/2019
     IDV3,715$114 09/30/2019
Fieldpoint Private Securities LLC3,630$112 09/30/2019
     IDV3,630$112 09/30/2019
First Personal Financial Services3,438$106 09/30/2019
     IDV3,438$106 09/30/2019
Proequities Inc.3,313$102 09/30/2019
     IDV3,313$102 09/30/2019
Carroll Financial Associates Inc.3,338$102 09/30/2019
     IDV3,338$102 09/30/2019
Brown Brothers Harriman & Co.3,280$101 09/30/2019
     IDV3,280$101 09/30/2019
Truewealth LLC3,254$100 09/30/2019
     IDV3,254$100 09/30/2019
Mycio Wealth Partners LLC3,147$97 09/30/2019
     IDV3,147$97 09/30/2019
Sumitomo Mitsui Financial Group Inc.3,080$95 09/30/2019
     IDV3,080$95 09/30/2019
Vigilant Capital Management LLC3,071$94 09/30/2019
     IDV3,071$94 09/30/2019
Farmers & Merchants Investments Inc.3,027$93 09/30/2019
     IDV3,027$93 09/30/2019
Heritage Wealth Advisors3,000$92 09/30/2019
     IDV3,000$92 09/30/2019
Jacobi Capital Management LLC2,786$86 09/30/2019
     IDV2,786$86 09/30/2019
Oppenheimer Asset Management Inc.2,659$82 09/30/2019
     IDV2,659$82 09/30/2019
Cullen Frost Bankers Inc.2,090$64 09/30/2019
     IDV2,090$64 09/30/2019
Front Row Advisors LLC2,084$64 09/30/2019
     IDV2,084$64 09/30/2019
Global Retirement Partners LLC2,000$61 09/30/2019
     IDV2,000$61 09/30/2019
Barrett Asset Management LLC1,792$55 09/30/2019
     IDV1,792$55 09/30/2019
Shamrock Asset Management LLC1,730$53 09/30/2019
     IDV1,730$53 09/30/2019
Capital Bank & Trust Co1,686$52 09/30/2019
     IDV1,686$52 09/30/2019
Valeo Financial Advisors LLC1,644$51 09/30/2019
     IDV1,644$51 09/30/2019
Huntington National Bank1,625$50 09/30/2019
     IDV1,625$50 09/30/2019
Usca Ria LLC1,637$50 09/30/2019
     IDV1,637$50 09/30/2019
Squar Milner Financial Services LLC1,560$47 09/30/2019
     IDV1,560$47 09/30/2019
Trust Co. of Vermont1,400$43 09/30/2019
     IDV1,400$43 09/30/2019
Ellis Investment Partners LLC1,248$38 09/30/2019
     IDV1,248$38 09/30/2019
AdvisorNet Financial Inc1,158$36 09/30/2019
     IDV1,158$36 09/30/2019
Ameritas Investment Corp1,102$34 09/30/2019
     IDV1,102$34 09/30/2019
First Manhattan Co.1,081$33 09/30/2019
     IDV1,081$33 09/30/2019
North Star Investment Management Corp.1,075$33 09/30/2019
     IDV1,075$33 09/30/2019
D Orazio & Associates Inc.1,000$31 09/30/2019
     IDV1,000$31 09/30/2019
Financial Architects Inc896$28 09/30/2019
     IDV896$28 09/30/2019
Parallel Advisors LLC821$25 09/30/2019
     IDV821$25 09/30/2019
Armor Investment Advisors LLC729$22 09/30/2019
     IDV729$22 09/30/2019
Glenmede Trust Co. NA685$21 09/30/2019
     IDV685$21 09/30/2019
Flagship Harbor Advisors LLC677$20 09/30/2019
     IDV677$20 09/30/2019
McIlrath & Eck LLC642$20 09/30/2019
     IDV642$20 09/30/2019
Capital Analysts LLC612$18 09/30/2019
     IDV612$18 09/30/2019
Trustcore Financial Services LLC499$15 09/30/2019
     IDV499$15 09/30/2019
Westside Investment Management Inc.498$15 06/30/2019
     IDV498$15 06/30/2019
Winslow Evans & Crocker Inc.416$14 09/30/2019
     IDV416$14 09/30/2019
KCS Wealth Advisory462$14 09/30/2019
     IDV462$14 09/30/2019
SRS Capital Advisors Inc.435$13 09/30/2019
     IDV435$13 09/30/2019
Emerald Investment Partners LLC432$13 09/30/2019
     IDV432$13 09/30/2019
Reilly Financial Advisors LLC400$12 09/30/2019
     IDV400$12 09/30/2019
Pinnacle Bank400$12 09/30/2019
     IDV400$12 09/30/2019
TCI Wealth Advisors Inc.344$11 09/30/2019
     IDV344$11 09/30/2019
Focused Wealth Management Inc325$10 09/30/2019
     IDV325$10 09/30/2019
Nvwm LLC340$10 09/30/2019
     IDV340$10 09/30/2019
Bogart Wealth LLC258$8 09/30/2019
     IDV258$8 09/30/2019
Asset Dedication LLC241$7 09/30/2019
     IDV241$7 09/30/2019
Captrust Financial Advisors217$7 09/30/2019
     IDV217$7 09/30/2019
Sound Income Strategies LLC158$5 09/30/2019
     IDV158$5 09/30/2019
WestEnd Advisors LLC128$4 09/30/2019
     IDV128$4 09/30/2019
Salem Investment Counselors Inc.100$3 09/30/2019
     IDV100$3 09/30/2019
Stonebridge Capital Advisors LLC100$3 09/30/2019
     IDV100$3 09/30/2019
Larson Financial Group LLC108$3 09/30/2019
     IDV108$3 09/30/2019
Coastal Investment Advisors Inc.82$3 09/30/2019
     IDV82$3 09/30/2019
Laurel Wealth Advisors LLC74$2 09/30/2019
     IDV74$2 09/30/2019
Lake Point Wealth Management56$2 06/30/2019
     IDV56$2 06/30/2019
Sonora Investment Management LLC41$1 09/30/2019
     IDV41$1 09/30/2019
Cutler Group LP $1 09/30/2019
     Call14,700$2 09/30/2019
     Put7,000$1 09/30/2019
Psagot Investment House Ltd.1$0 09/30/2019
     IDV1$0 09/30/2019
Financial Gravity Wealth Inc.9$0 09/30/2019
     IDV9$0 09/30/2019

See Summary: Institutional Holders of IDV
See Details: Top 10 Hedge Funds Holding IDV
Also See: IDV Holdings Changes

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