HoldingsChannel.com
Funds Holding IDV
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE10,458,870$236,370 03/31/2020
     IDV10,458,870$236,370 03/31/2020
Morgan Stanley5,808,513$131,273 03/31/2020
     IDV5,808,513$131,273 03/31/2020
UBS Group AG4,623,009$104,480 03/31/2020
     IDV4,623,009$104,480 03/31/2020
Ameriprise Financial Inc.4,218,896$95,193 03/31/2020
     IDV4,218,896$95,193 03/31/2020
US Bancorp DE3,373,978$76,252 03/31/2020
     IDV3,373,978$76,252 03/31/2020
BlackRock Inc.2,589,471$58,523 03/31/2020
     IDV2,589,471$58,523 03/31/2020
Wells Fargo & Company MN2,199,525$49,709 03/31/2020
     IDV2,199,525$49,709 03/31/2020
LPL Financial LLC2,033,970$45,968 03/31/2020
     IDV2,033,970$45,968 03/31/2020
Royal Bank of Canada1,734,971$39,211 03/31/2020
     IDV1,734,971$39,211 03/31/2020
Moneta Group Investment Advisors LLC1,704,912$38,531 03/31/2020
     IDV1,704,912$38,531 03/31/2020
Envestnet Asset Management Inc.1,701,271$38,449 03/31/2020
     IDV1,701,271$38,449 03/31/2020
Bank of New York Mellon Corp1,614,732$36,493 03/31/2020
     IDV1,614,732$36,493 03/31/2020
ETRADE Capital Management LLC1,422,210$32,142 03/31/2020
     IDV1,422,210$32,142 03/31/2020
Assetmark Inc.1,283,370$29,004 03/31/2020
     IDV1,283,370$29,004 03/31/2020
Regions Financial Corp985,730$22,277 03/31/2020
     IDV985,730$22,277 03/31/2020
Baird Financial Group Inc.978,485$22,113 03/31/2020
     IDV978,485$22,113 03/31/2020
FUKOKU MUTUAL LIFE INSURANCE Co898,000$20,295 03/31/2020
     IDV898,000$20,295 03/31/2020
Janney Montgomery Scott LLC861,707$19,475 03/31/2020
     IDV861,707$19,475 03/31/2020
First National Bank of Hutchinson847,196$19,147 03/31/2020
     IDV847,196$19,147 03/31/2020
Raymond James Financial Services Advisors Inc.662,757$14,978 03/31/2020
     IDV662,757$14,978 03/31/2020
Commonwealth Equity Services LLC566,542$12,803 03/31/2020
     IDV566,542$12,803 03/31/2020
The Manufacturers Life Insurance Company 542,969$12,271 03/31/2020
     IDV542,969$12,271 03/31/2020
Stifel Financial Corp538,293$12,163 03/31/2020
     IDV538,293$12,163 03/31/2020
Linscomb & Williams Inc.524,126$11,845 03/31/2020
     IDV524,126$11,845 03/31/2020
Signature Estate & Investment Advisors LLC510,544$11,539 03/31/2020
     IDV510,544$11,539 03/31/2020
Securian Asset Management Inc500,000$11,300 03/31/2020
     IDV500,000$11,300 03/31/2020
Synovus Financial Corp498,116$11,256 03/31/2020
     IDV498,116$11,256 03/31/2020
Round Table Services LLC466,457$10,542 03/31/2020
     IDV466,457$10,542 03/31/2020
Truist Financial Corp410,115$9,269 03/31/2020
     IDV410,115$9,269 03/31/2020
Advisor Group Holdings Inc.400,784$8,943 03/31/2020
     IDV400,784$8,943 03/31/2020
CLS Investments LLC370,541$8,374 03/31/2020
     IDV370,541$8,374 03/31/2020
Destination Wealth Management370,493$8,373 03/31/2020
     IDV370,493$8,373 03/31/2020
MML Investors Services LLC331,771$7,498 03/31/2020
     IDV331,771$7,498 03/31/2020
Independence Wealth Advisors Inc.327,116$7,393 03/31/2020
     IDV327,116$7,393 03/31/2020
Brinker Capital Inc.295,213$6,672 03/31/2020
     IDV295,213$6,672 03/31/2020
JNBA Financial Advisors271,749$6,142 03/31/2020
     IDV271,749$6,142 03/31/2020
PNC Financial Services Group Inc.267,119$6,037 03/31/2020
     IDV267,119$6,037 03/31/2020
M&T Bank Corp266,271$6,017 03/31/2020
     IDV266,271$6,017 03/31/2020
CX Institutional261,410$5,908 03/31/2020
     IDV261,410$5,908 03/31/2020
Citadel Advisors LLC254,524$5,752 03/31/2020
     IDV254,524$5,752 03/31/2020
Colony Group LLC249,114$5,630 03/31/2020
     IDV249,114$5,630 03/31/2020
Pennsylvania Trust Co247,687$5,598 03/31/2020
     IDV247,687$5,598 03/31/2020
OLD Mission Capital LLC247,006$5,582 03/31/2020
     IDV247,006$5,582 03/31/2020
Northern Trust Corp241,173$5,451 03/31/2020
     IDV241,173$5,451 03/31/2020
First Republic Investment Management Inc.230,991$5,220 03/31/2020
     IDV230,991$5,220 03/31/2020
Raymond James & Associates230,410$5,207 03/31/2020
     IDV230,410$5,207 03/31/2020
RPG Investment Advisory LLC221,350$5,003 03/31/2020
     IDV221,350$5,003 03/31/2020
Grove Bank & Trust208,047$4,702 03/31/2020
     IDV208,047$4,702 03/31/2020
Estate Counselors LLC207,300$4,685 03/31/2020
     IDV207,300$4,685 03/31/2020
Northwestern Mutual Wealth Management Co.198,497$4,486 03/31/2020
     IDV198,497$4,486 03/31/2020
Cornerstone Advisory LLC191,030$4,318 03/31/2020
     IDV191,030$4,318 03/31/2020
Cambridge Investment Research Advisors Inc.182,124$4,116 03/31/2020
     IDV182,124$4,116 03/31/2020
Avantax Advisory Services Inc.178,680$4,038 03/31/2020
     IDV178,680$4,038 03/31/2020
BDO Wealth Advisors LLC171,732$3,881 03/31/2020
     IDV171,732$3,881 03/31/2020
Institutional & Family Asset Management LLC169,257$3,825 03/31/2020
     IDV169,257$3,825 03/31/2020
Steward Partners Investment Advisory LLC164,544$3,718 03/31/2020
     IDV164,544$3,718 03/31/2020
Arden Trust Co156,135$3,528 03/31/2020
     IDV156,135$3,528 03/31/2020
Scotia Capital Inc.152,494$3,446 03/31/2020
     IDV152,494$3,446 03/31/2020
Athena Capital Advisors LLC150,935$3,411 03/31/2020
     IDV150,935$3,411 03/31/2020
First Commonwealth Financial Corp PA 143,464$3,243 03/31/2020
     IDV143,464$3,243 03/31/2020
StrategIQ Financial Group LLC142,055$3,210 03/31/2020
     IDV142,055$3,210 03/31/2020
FinTrust Capital Advisors LLC141,147$3,190 03/31/2020
     IDV141,147$3,190 03/31/2020
D.A. Davidson & CO.136,385$3,072 03/31/2020
     IDV136,385$3,072 03/31/2020
CWM LLC130,583$2,951 03/31/2020
     IDV130,583$2,951 03/31/2020
JPMorgan Chase & Co.128,068$2,894 03/31/2020
     IDV128,068$2,894 03/31/2020
Accurate Investment Solutions Inc.125,502$2,836 03/31/2020
     IDV125,502$2,836 03/31/2020
HighTower Advisors LLC124,874$2,822 03/31/2020
     IDV124,874$2,822 03/31/2020
Thrivent Financial for Lutherans124,185$2,806 03/31/2020
     IDV124,185$2,806 03/31/2020
Murphy Middleton Hinkle & Parker Inc.120,447$2,722 03/31/2020
     IDV120,447$2,722 03/31/2020
PFS Investments Inc.117,972$2,666 03/31/2020
     IDV117,972$2,666 03/31/2020
Evanson Asset Management LLC111,202$2,513 03/31/2020
     IDV111,202$2,513 03/31/2020
Klingman & Associates LLC111,083$2,510 03/31/2020
     IDV111,083$2,510 03/31/2020
NTV Asset Management LLC105,300$2,380 03/31/2020
     IDV105,300$2,380 03/31/2020
River & Mercantile LLC105,028$2,374 03/31/2020
     IDV105,028$2,374 03/31/2020
Orion Portfolio Solutions LLC103,808$2,346 03/31/2020
     IDV103,808$2,346 03/31/2020
180 Wealth Advisors LLC105,614$2,332 03/31/2020
     IDV105,614$2,332 03/31/2020
Sowell Financial Services LLC102,220$2,310 03/31/2020
     IDV102,220$2,310 03/31/2020
Whittier Trust Co.97,311$2,198 03/31/2020
     IDV97,311$2,198 03/31/2020
Wealth Advisors of Tampa Bay LLC94,088$2,126 03/31/2020
     IDV94,088$2,126 03/31/2020
First Hawaiian Bank92,280$2,086 03/31/2020
     IDV92,280$2,086 03/31/2020
Occidental Asset Management LLC92,308$2,086 03/31/2020
     IDV92,308$2,086 03/31/2020
Keystone Financial Group91,449$2,067 03/31/2020
     IDV91,449$2,067 03/31/2020
FFT Wealth Management LLC90,568$2,047 03/31/2020
     IDV90,568$2,047 03/31/2020
Bangor Savings Bank87,591$1,979 03/31/2020
     IDV87,591$1,979 03/31/2020
Blair William & Co. IL83,145$1,879 03/31/2020
     IDV83,145$1,879 03/31/2020
Twin Capital Management Inc.77,220$1,745 03/31/2020
     IDV77,220$1,745 03/31/2020
Wilshire Associates Inc77,220$1,745 03/31/2020
     IDV77,220$1,745 03/31/2020
Horizon Investments LLC76,415$1,727 03/31/2020
     IDV76,415$1,727 03/31/2020
Marino Stram & Associates LLC76,054$1,719 03/31/2020
     IDV76,054$1,719 03/31/2020
Susquehanna International Group LLP $1,671 03/31/2020
     IDV57,217$1,287 03/31/2020
     Call17,000$384 03/31/2020
Annex Advisory Services LLC73,162$1,654 03/31/2020
     IDV73,162$1,654 03/31/2020
Schwarz Dygos Wheeler Investment Advisors LLC72,896$1,647 03/31/2020
     IDV72,896$1,647 03/31/2020
Resources Investment Advisors LLC.72,013$1,642 03/31/2020
     IDV72,013$1,642 03/31/2020
Arete Wealth Management LLC72,583$1,640 03/31/2020
     IDV72,583$1,640 03/31/2020
NorthRock Partners LLC66,134$1,495 03/31/2020
     IDV66,134$1,495 03/31/2020
Private Advisor Group LLC63,370$1,432 03/31/2020
     IDV63,370$1,432 03/31/2020
Brandywine Oak Private Wealth LLC62,855$1,414 03/31/2020
     IDV62,855$1,414 03/31/2020
Jane Street Group LLC61,165$1,382 03/31/2020
     IDV61,165$1,382 03/31/2020
Bank of Montreal Can60,531$1,337 03/31/2020
     IDV60,531$1,337 03/31/2020
Legacy Private Trust Co.59,156$1,337 03/31/2020
     IDV59,156$1,337 03/31/2020
Stephens Inc. AR59,136$1,336 03/31/2020
     IDV59,136$1,336 03/31/2020
Qube Research & Technologies Ltd58,671$1,326 03/31/2020
     IDV58,671$1,326 03/31/2020
Bingham Osborn & Scarborough LLC58,224$1,316 03/31/2020
     IDV58,224$1,316 03/31/2020
WealthPLAN Partners LLC56,383$1,275 03/31/2020
     IDV56,383$1,275 03/31/2020
Beacon Investment Advisory Services Inc.55,512$1,255 03/31/2020
     IDV55,512$1,255 03/31/2020
Howe & Rusling Inc.55,145$1,246 03/31/2020
     IDV55,145$1,246 03/31/2020
Commerce Bank55,100$1,245 03/31/2020
     IDV55,100$1,245 03/31/2020
Kays Financial Advisory Corp ADV53,915$1,218 03/31/2020
     IDV53,915$1,218 03/31/2020
WealthTrust Axiom LLC52,110$1,177 03/31/2020
     IDV52,110$1,177 03/31/2020
Equitable Holdings Inc.51,719$1,169 03/31/2020
     IDV51,719$1,169 03/31/2020
Creative Planning51,144$1,156 03/31/2020
     IDV51,144$1,156 03/31/2020
Financial Advisory Service Inc.50,955$1,152 03/31/2020
     IDV50,955$1,152 03/31/2020
Motco49,168$1,111 03/31/2020
     IDV49,168$1,111 03/31/2020
Archetype Wealth Partners LLC49,061$1,109 03/31/2020
     IDV49,061$1,109 03/31/2020
ERTS Wealth Advisors LLC48,687$1,100 03/31/2020
     IDV48,687$1,100 03/31/2020
Mechanics Bank Trust Department48,460$1,095 03/31/2020
     IDV48,460$1,095 03/31/2020
Rockefeller Capital Management L.P.47,141$1,065 03/31/2020
     IDV47,141$1,065 03/31/2020
Cadence Bank NA44,528$1,006 03/31/2020
     IDV44,528$1,006 03/31/2020
Sigma Planning Corp43,409$981 03/31/2020
     IDV43,409$981 03/31/2020
Financial Counselors Inc.43,380$980 03/31/2020
     IDV43,380$980 03/31/2020
Focused Wealth Management Inc43,116$974 03/31/2020
     IDV43,116$974 03/31/2020
MA Private Wealth42,177$953 03/31/2020
     IDV42,177$953 03/31/2020
Cetera Advisor Networks LLC41,828$945 03/31/2020
     IDV41,828$945 03/31/2020
GWM Advisors LLC41,381$935 03/31/2020
     IDV41,381$935 03/31/2020
Insight Wealth Strategies LLC41,175$931 03/31/2020
     IDV41,175$931 03/31/2020
Mercer Global Advisors Inc. ADV40,812$922 03/31/2020
     IDV40,812$922 03/31/2020
Hancock Whitney Corp40,116$907 03/31/2020
     IDV40,116$907 03/31/2020
Goldman Sachs Group Inc.40,100$906 03/31/2020
     IDV40,100$906 03/31/2020
First Merchants Corp40,051$904 03/31/2020
     IDV40,051$904 03/31/2020
Mariner LLC39,753$898 03/31/2020
     IDV39,753$898 03/31/2020
Fundamentun LLC39,246$887 03/31/2020
     IDV39,246$887 03/31/2020
Camarda Financial Advisors LLC38,798$877 03/31/2020
     IDV38,798$877 03/31/2020
Hubbell Strickland Wealth Management LLC37,329$844 03/31/2020
     IDV37,329$844 03/31/2020
Whittier Trust Co. of Nevada Inc.37,320$843 03/31/2020
     IDV37,320$843 03/31/2020
Capital Advisors Ltd. LLC36,781$831 03/31/2020
     IDV36,781$831 03/31/2020
Hilltop Holdings Inc.36,564$826 03/31/2020
     IDV36,564$826 03/31/2020
D.B. Root & Company LLC36,224$818 03/31/2020
     IDV36,224$818 03/31/2020
Quad Cities Investment Group LLC36,160$817 03/31/2020
     IDV36,160$817 03/31/2020
Argent Advisors Inc.35,843$810 03/31/2020
     IDV35,843$810 03/31/2020
Raymond James Trust N.A.35,754$809 03/31/2020
     IDV35,754$809 03/31/2020
Sunbelt Securities Inc.35,097$809 03/31/2020
     IDV35,097$809 03/31/2020
Intersect Capital LLC35,743$808 03/31/2020
     IDV35,743$808 03/31/2020
NEXT Financial Group Inc35,467$801 03/31/2020
     IDV35,467$801 03/31/2020
BOKF NA35,236$797 03/31/2020
     IDV35,236$797 03/31/2020
Empirical Financial Services LLC d.b.a. Empirical Wealth Management35,106$793 03/31/2020
     IDV35,106$793 03/31/2020
Prudential PLC34,693$784 03/31/2020
     IDV34,693$784 03/31/2020
OmniStar Financial Group Inc.34,336$776 03/31/2020
     IDV34,336$776 03/31/2020
HYA Advisors Inc34,343$776 03/31/2020
     IDV34,343$776 03/31/2020
BBVA USA Bancshares Inc.34,247$774 03/31/2020
     IDV34,247$774 03/31/2020
Bogart Wealth LLC34,100$771 03/31/2020
     IDV34,100$771 03/31/2020
MUFG Americas Holdings Corp33,917$767 03/31/2020
     IDV33,917$767 03/31/2020
Signet Financial Management LLC32,811$760 03/31/2020
     IDV32,811$760 03/31/2020
West Bancorporation Inc.33,591$759 03/31/2020
     IDV33,591$759 03/31/2020
Strategic Wealth Advisors Group LLC35,147$758 03/31/2020
     IDV35,147$758 03/31/2020
Lbmc Investment Advisors LLC33,340$753 03/31/2020
     IDV33,340$753 03/31/2020
Cedar Brook Financial Partners LLC33,177$750 03/31/2020
     IDV33,177$750 03/31/2020
BerganKDV Wealth Management LLC33,068$747 03/31/2020
     IDV33,068$747 03/31/2020
Mission Creek Capital Partners Inc.32,733$740 03/31/2020
     IDV32,733$740 03/31/2020
B. Riley Wealth Management Inc.41,625$733 03/31/2020
     IDV41,625$733 03/31/2020
Sequoia Financial Advisors LLC32,208$728 03/31/2020
     IDV32,208$728 03/31/2020
Garrett Wealth Advisory Group LLC32,040$725 03/31/2020
     IDV32,040$725 03/31/2020
First National Bank of South Miami31,168$704 03/31/2020
     IDV31,168$704 03/31/2020
Raab & Moskowitz Asset Management LLC31,104$702 03/31/2020
     IDV31,104$702 03/31/2020
Gould Asset Management LLC CA30,215$683 03/31/2020
     IDV30,215$683 03/31/2020
First Citizens Financial Corp29,256$661 03/31/2020
     IDV29,256$661 03/31/2020
Summit Financial Group Inc.28,137$636 03/31/2020
     IDV28,137$636 03/31/2020
Smithbridge Asset Management Inc. DE24,750$622 06/30/2020
     IDV24,750$622 06/30/2020
Level Four Advisory Services LLC27,436$620 03/31/2020
     IDV27,436$620 03/31/2020
Well Done LLC27,252$616 03/31/2020
     IDV27,252$616 03/31/2020
Cit Bank NA Wealth Management26,903$608 03/31/2020
     IDV26,903$608 03/31/2020
Petix & Botte Co26,665$603 03/31/2020
     IDV26,665$603 03/31/2020
IFP Advisors Inc25,922$590 03/31/2020
     IDV25,922$590 03/31/2020
Benjamin F. Edwards & Company Inc.26,009$588 03/31/2020
     IDV26,009$588 03/31/2020
Citigroup Inc.25,532$577 03/31/2020
     IDV25,532$577 03/31/2020
Horan Securities Inc.25,391$574 03/31/2020
     IDV25,391$574 03/31/2020
First Allied Advisory Services Inc.24,966$564 03/31/2020
     IDV24,966$564 03/31/2020
Dynamic Advisor Solutions LLC24,959$564 03/31/2020
     IDV24,959$564 03/31/2020
Headinvest LLC24,759$560 03/31/2020
     IDV24,759$560 03/31/2020
Frontier Wealth Management LLC24,776$560 03/31/2020
     IDV24,776$560 03/31/2020
Aspiriant LLC24,725$558 03/31/2020
     IDV24,725$558 03/31/2020
Edge Capital Group LLC24,219$547 03/31/2020
     IDV24,219$547 03/31/2020
GYL Financial Synergies LLC23,892$540 03/31/2020
     IDV23,892$540 03/31/2020
Lincoln National Corp23,663$535 03/31/2020
     IDV23,663$535 03/31/2020
Cetera Advisors LLC23,683$535 03/31/2020
     IDV23,683$535 03/31/2020
Wade G W & Inc.23,470$530 03/31/2020
     IDV23,470$530 03/31/2020
Rathbone Brothers plc23,375$528 03/31/2020
     IDV23,375$528 03/31/2020
Bellecapital International Ltd.23,223$525 03/31/2020
     IDV23,223$525 03/31/2020
Valmark Advisers Inc.22,892$517 03/31/2020
     IDV22,892$517 03/31/2020
TFG Advisers LLC22,161$500 03/31/2020
     IDV22,161$500 03/31/2020
Haverford Trust Co.21,978$497 03/31/2020
     IDV21,978$497 03/31/2020
Community Bank & Trust Waco Texas21,938$496 03/31/2020
     IDV21,938$496 03/31/2020
Stolper Co21,951$496 03/31/2020
     IDV21,951$496 03/31/2020
DAVENPORT & Co LLC21,897$495 03/31/2020
     IDV21,897$495 03/31/2020
CWA Asset Management Group LLC21,878$494 03/31/2020
     IDV21,878$494 03/31/2020
Trustmark National Bank Trust Department21,742$491 03/31/2020
     IDV21,742$491 03/31/2020
Vicus Capital21,586$488 03/31/2020
     IDV21,586$488 03/31/2020
Fragasso Group Inc.21,177$479 03/31/2020
     IDV21,177$479 03/31/2020
Comerica Bank21,133$477 03/31/2020
     IDV21,133$477 03/31/2020
Wealthsource Partners LLC20,919$473 03/31/2020
     IDV20,919$473 03/31/2020
Mid Atlantic Financial Management Inc. ADV20,719$468 03/31/2020
     IDV20,719$468 03/31/2020
FDx Advisors Inc.20,342$460 03/31/2020
     IDV20,342$460 03/31/2020
PSI Advisors LLC20,315$459 03/31/2020
     IDV20,315$459 03/31/2020
Sugarloaf Wealth Management LLC19,628$444 03/31/2020
     IDV19,628$444 03/31/2020
TD Asset Management Inc.13,024$439 03/31/2020
     IDV13,024$439 03/31/2020
Toronto Dominion Bank19,178$438 03/31/2020
     IDV19,178$438 03/31/2020
Titus Wealth Management19,265$435 03/31/2020
     IDV19,265$435 03/31/2020
Atlas Private Wealth Management19,037$430 03/31/2020
     IDV19,037$430 03/31/2020
Dimension Capital Management LLC18,972$429 03/31/2020
     IDV18,972$429 03/31/2020
First Command Bank18,744$424 03/31/2020
     IDV18,744$424 03/31/2020
First Command Financial Services Inc.18,744$424 03/31/2020
     IDV18,744$424 03/31/2020
Crescent Grove Advisors LLC18,780$424 03/31/2020
     IDV18,780$424 03/31/2020
Coastal Capital Group Inc.18,708$422 03/31/2020
     IDV18,708$422 03/31/2020
JSF Financial LLC18,636$421 03/31/2020
     IDV18,636$421 03/31/2020
Citizens Financial Group Inc RI18,510$418 03/31/2020
     IDV18,510$418 03/31/2020
Brooks Moore & Associates Inc.18,400$416 03/31/2020
     IDV18,400$416 03/31/2020
Summit Wealth & Retirement Planning Inc.18,222$412 03/31/2020
     IDV18,222$412 03/31/2020
Alpha Cubed Investments LLC18,056$408 03/31/2020
     IDV18,056$408 03/31/2020
Samalin Investment Counsel LLC17,952$405 03/31/2020
     IDV17,952$405 03/31/2020
Quest Capital Management Inc. ADV17,635$399 03/31/2020
     IDV17,635$399 03/31/2020
Fort Sheridan Advisors LLC17,537$396 03/31/2020
     IDV17,537$396 03/31/2020
LeJeune Puetz Investment Counsel LLC17,409$393 03/31/2020
     IDV17,409$393 03/31/2020
Bank of Nova Scotia Trust Co.17,350$392 03/31/2020
     IDV17,350$392 03/31/2020
Prospera Financial Services Inc17,023$385 03/31/2020
     IDV17,023$385 03/31/2020
Kistler Tiffany Companies LLC11,459$385 03/31/2020
     IDV11,459$385 03/31/2020
Proequities Inc.16,943$383 03/31/2020
     IDV16,943$383 03/31/2020
TCF National Bank16,675$377 03/31/2020
     IDV16,675$377 03/31/2020
Adell Harriman & Carpenter Inc.16,500$373 03/31/2020
     IDV16,500$373 03/31/2020
Csenge Advisory Group16,440$372 03/31/2020
     IDV16,440$372 03/31/2020
Fiduciary Group LLC16,277$368 03/31/2020
     IDV16,277$368 03/31/2020
Wambolt & Associates LLC16,185$366 03/31/2020
     IDV16,185$366 03/31/2020
Daiwa Securities Group Inc.16,000$362 03/31/2020
     IDV16,000$362 03/31/2020
Lowe Wealth Advisors LLC15,955$361 03/31/2020
     IDV15,955$361 03/31/2020
Oppenheimer & Co. Inc.15,467$350 03/31/2020
     IDV15,467$350 03/31/2020
Advisory Services Network LLC15,222$344 03/31/2020
     IDV15,222$344 03/31/2020
PagnatoKarp Partners LLC15,174$343 03/31/2020
     IDV15,174$343 03/31/2020
Boys Arnold & Co. Inc.15,106$341 03/31/2020
     IDV15,106$341 03/31/2020
Tiedemann Advisors LLC14,904$337 03/31/2020
     IDV14,904$337 03/31/2020
Fort Washington Investment Advisors Inc. OH14,639$331 03/31/2020
     IDV14,639$331 03/31/2020
Actinver Wealth Management Inc.14,664$331 03/31/2020
     IDV14,664$331 03/31/2020
Allworth Financial LP14,486$327 03/31/2020
     IDV14,486$327 03/31/2020
Van Hulzen Asset Management LLC14,264$322 03/31/2020
     IDV14,264$322 03/31/2020
Two Sigma Securities LLC13,979$316 03/31/2020
     IDV13,979$316 03/31/2020
CIBC World Markets Inc.13,754$311 03/31/2020
     IDV13,754$311 03/31/2020
United Capital Financial Advisers LLC13,623$308 03/31/2020
     IDV13,623$308 03/31/2020
SeaCrest Wealth Management LLC13,548$306 03/31/2020
     IDV13,548$306 03/31/2020
AE Wealth Management LLC13,136$297 03/31/2020
     IDV13,136$297 03/31/2020
Advisory Alpha LLC13,178$294 03/31/2020
     IDV13,178$294 03/31/2020
Vivaldi Capital Management LLC12,804$289 03/31/2020
     IDV12,804$289 03/31/2020
Bank of Nova Scotia12,625$285 03/31/2020
     IDV12,625$285 03/31/2020
Wharton Business Group LLC12,580$284 03/31/2020
     IDV12,580$284 03/31/2020
Mutual Advisors LLC12,562$284 03/31/2020
     IDV12,562$284 03/31/2020
FCG Advisors LLC12,365$279 03/31/2020
     IDV12,365$279 03/31/2020
Capital Wealth Alliance LLC12,388$279 03/31/2020
     IDV12,388$279 03/31/2020
Colonial Trust Advisors11,881$269 03/31/2020
     IDV11,881$269 03/31/2020
Exencial Wealth Advisors LLC11,844$268 03/31/2020
     IDV11,844$268 03/31/2020
Integrated Wealth Concepts LLC11,862$268 03/31/2020
     IDV11,862$268 03/31/2020
Flow Traders U.S. LLC11,830$267 03/31/2020
     IDV11,830$267 03/31/2020
Essex Financial Services Inc.11,642$263 03/31/2020
     IDV11,642$263 03/31/2020
MCF Advisors LLC11,594$262 03/31/2020
     IDV11,594$262 03/31/2020
Ledyard National Bank11,500$260 03/31/2020
     IDV11,500$260 03/31/2020
Ellenbecker Investment Group11,464$259 03/31/2020
     IDV11,464$259 03/31/2020
Plancorp LLC11,356$257 03/31/2020
     IDV11,356$257 03/31/2020
Voya Financial Advisors Inc.11,272$251 03/31/2020
     IDV11,272$251 03/31/2020
Kingsview Wealth Management LLC11,097$251 03/31/2020
     IDV11,097$251 03/31/2020
National Asset Management Inc.10,724$243 03/31/2020
     IDV10,724$243 03/31/2020
Strategic Wealth Partners Ltd.7,189$241 03/31/2020
     IDV7,189$241 03/31/2020
CFM Wealth Partners LLC10,302$233 03/31/2020
     IDV10,302$233 03/31/2020
Independence Bank of Kentucky10,005$226 03/31/2020
     IDV10,005$226 03/31/2020
Wooster Corthell Wealth Management Inc.9,955$225 03/31/2020
     IDV9,955$225 03/31/2020
Hayden Royal LLC9,848$223 03/31/2020
     IDV9,848$223 03/31/2020
Guidance Point Advisors LLC9,901$223 03/31/2020
     IDV9,901$223 03/31/2020
Retirement Planning Group9,780$221 03/31/2020
     IDV9,780$221 03/31/2020
Burleson & Company LLC9,298$219 03/31/2020
     IDV9,298$219 03/31/2020
TBH Global Asset Management LLC9,616$217 03/31/2020
     IDV9,616$217 03/31/2020
Dorsey & Whitney Trust CO LLC9,535$215 03/31/2020
     IDV9,535$215 03/31/2020
Aspen Investment Management Inc9,529$215 03/31/2020
     IDV9,529$215 03/31/2020
RFG Advisory LLC9,198$208 03/31/2020
     IDV9,198$208 03/31/2020
Oxford Financial Group Ltd.9,178$207 03/31/2020
     IDV9,178$207 03/31/2020
Calamos Wealth Management LLC9,147$207 03/31/2020
     IDV9,147$207 03/31/2020
Eqis Capital Management Inc.6,122$205 03/31/2020
     IDV6,122$205 03/31/2020
Narwhal Capital Management9,015$204 03/31/2020
     IDV9,015$204 03/31/2020
RDA Financial Network8,970$203 03/31/2020
     IDV8,970$203 03/31/2020
Koshinski Asset Management Inc.8,903$201 03/31/2020
     IDV8,903$201 03/31/2020
Financial Advocates Investment Management8,912$201 03/31/2020
     IDV8,912$201 03/31/2020
Kerntke Otto McGlone Wealth Management Group8,838$200 03/31/2020
     IDV8,838$200 03/31/2020
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main7,400$167 03/31/2020
     IDV7,400$167 03/31/2020
Family Management Corp7,143$161 03/31/2020
     IDV7,143$161 03/31/2020
Capital Investment Advisory Services LLC6,830$154 03/31/2020
     IDV6,830$154 03/31/2020
Certified Advisory Corp6,531$148 03/31/2020
     IDV6,531$148 03/31/2020
MV Capital Management Inc.6,272$142 03/31/2020
     IDV6,272$142 03/31/2020
CENTRAL TRUST Co5,505$124 03/31/2020
     IDV5,505$124 03/31/2020
Centaurus Financial Inc.5,153$116 03/31/2020
     IDV5,153$116 03/31/2020
Wealthcare Advisory Partners LLC4,933$111 03/31/2020
     IDV4,933$111 03/31/2020
Fifth Third Bancorp4,565$103 03/31/2020
     IDV4,565$103 03/31/2020
Golden State Wealth Management LLC4,414$100 03/31/2020
     IDV4,414$100 03/31/2020
Hudock Inc.4,060$91 03/31/2020
     IDV4,060$91 03/31/2020
Front Row Advisors LLC3,794$91 03/31/2020
     IDV3,794$91 03/31/2020
Wealth Quarterback LLC4,009$91 03/31/2020
     IDV4,009$91 03/31/2020
Ballast Advisors LLC3,922$89 03/31/2020
     IDV3,922$89 03/31/2020
FMR LLC3,885$88 03/31/2020
     IDV3,885$88 03/31/2020
Crewe Advisors LLC3,897$88 03/31/2020
     IDV3,897$88 03/31/2020
Carroll Financial Associates Inc.3,795$85 03/31/2020
     IDV3,795$85 03/31/2020
First Personal Financial Services3,438$78 03/31/2020
     IDV3,438$78 03/31/2020
Captrust Financial Advisors3,517$76 03/31/2020
     IDV3,517$76 03/31/2020
Truewealth LLC3,262$74 03/31/2020
     IDV3,262$74 03/31/2020
Sumitomo Mitsui Financial Group Inc.3,080$69 03/31/2020
     IDV3,080$69 03/31/2020
OLD Second National Bank of Aurora2,673$60 03/31/2020
     IDV2,673$60 03/31/2020
Harbor Investment Advisory LLC2,612$59 03/31/2020
     IDV2,612$59 03/31/2020
BigSur Wealth Management LLC2,500$57 03/31/2020
     IDV2,500$57 03/31/2020
Valeo Financial Advisors LLC2,358$55 03/31/2020
     IDV2,358$55 03/31/2020
Patriot Financial Group Insurance Agency LLC2,363$53 03/31/2020
     IDV2,363$53 03/31/2020
MBE Wealth Management LLC2,263$51 03/31/2020
     IDV2,263$51 03/31/2020
Cedar Wealth Management LLC2,081$47 03/31/2020
     IDV2,081$47 03/31/2020
Private Ocean LLC1,968$44 03/31/2020
     IDV1,968$44 03/31/2020
Ameritas Investment Company LLC1,822$41 03/31/2020
     IDV1,822$41 03/31/2020
Barrett Asset Management LLC1,792$40 03/31/2020
     IDV1,792$40 03/31/2020
Jacobi Capital Management LLC1,753$40 03/31/2020
     IDV1,753$40 03/31/2020
Capital Bank & Trust Co1,686$38 03/31/2020
     IDV1,686$38 03/31/2020
Global Retirement Partners LLC1,695$38 03/31/2020
     IDV1,695$38 03/31/2020
Huntington National Bank1,625$37 03/31/2020
     IDV1,625$37 03/31/2020
Baystate Wealth Management LLC1,543$35 03/31/2020
     IDV1,543$35 03/31/2020
Squar Milner Financial Services LLC1,560$35 03/31/2020
     IDV1,560$35 03/31/2020
Flagship Harbor Advisors LLC1,497$34 03/31/2020
     IDV1,497$34 03/31/2020
Trust Co. of Vermont1,400$32 03/31/2020
     IDV1,400$32 03/31/2020
Oppenheimer Asset Management Inc.1,427$32 03/31/2020
     IDV1,427$32 03/31/2020
Verus Capital Partners LLC1,374$31 03/31/2020
     IDV1,374$31 03/31/2020
North Star Investment Management Corp.1,272$29 03/31/2020
     IDV1,272$29 03/31/2020
Core Wealth Advisors Inc.1,242$28 03/31/2020
     IDV1,242$28 03/31/2020
Pacitti Group Inc.1,240$28 03/31/2020
     IDV1,240$28 03/31/2020
Trustcore Financial Services LLC1,110$25 03/31/2020
     IDV1,110$25 03/31/2020
Archer Investment Corp1,097$25 03/31/2020
     IDV1,097$25 03/31/2020
Financial Architects Inc904$20 03/31/2020
     IDV904$20 03/31/2020
SRS Capital Advisors Inc.854$19 03/31/2020
     IDV854$19 03/31/2020
Capital Analysts LLC857$19 03/31/2020
     IDV857$19 03/31/2020
Hoey Investments Inc.831$19 03/31/2020
     IDV831$19 03/31/2020
Millburn Ridgefield Corp767$17 03/31/2020
     IDV767$17 03/31/2020
Ellis Investment Partners LLC790$17 03/31/2020
     IDV790$17 03/31/2020
First Manhattan Co.731$16 03/31/2020
     IDV731$16 03/31/2020
Webster Bank N. A.725$16 03/31/2020
     IDV725$16 03/31/2020
Armor Investment Advisors LLC729$16 03/31/2020
     IDV729$16 03/31/2020
Vaughan AND Company Securities Inc.643$15 03/31/2020
     IDV643$15 03/31/2020
Farmers & Merchants Investments Inc.612$14 03/31/2020
     IDV612$14 03/31/2020
Blume Capital Management Inc.660$14 03/31/2020
     IDV660$14 03/31/2020
Lakeview Capital Partners LLC627$14 03/31/2020
     IDV627$14 03/31/2020
Parallel Advisors LLC577$13 03/31/2020
     IDV577$13 03/31/2020
Element Wealth LLC584$13 03/31/2020
     IDV584$13 03/31/2020
Westside Investment Management Inc.498$11 03/31/2020
     IDV498$11 03/31/2020
Cullen Frost Bankers Inc.388$9 03/31/2020
     IDV388$9 03/31/2020
Reilly Financial Advisors LLC400$9 03/31/2020
     IDV400$9 03/31/2020
Pinnacle Bank400$9 03/31/2020
     IDV400$9 03/31/2020
Emerald Investment Partners LLC400$9 03/31/2020
     IDV400$9 03/31/2020
Carolinas Wealth Consulting LLC371$9 03/31/2020
     IDV371$9 03/31/2020
Loomis Sayles & Co. L P365$8 03/31/2020
     IDV365$8 03/31/2020
First Horizon Advisors Inc.398$8 03/31/2020
     IDV398$8 03/31/2020
Capital Asset Advisory Services LLC338$8 03/31/2020
     IDV338$8 03/31/2020
McIlrath & Eck LLC375$8 03/31/2020
     IDV375$8 03/31/2020
CVA Family Office LLC302$7 03/31/2020
     IDV302$7 03/31/2020
GQ Asset Management LLC248$6 03/31/2020
     IDV248$6 03/31/2020
Carmichael Hill & Associates Inc.275$6 03/31/2020
     IDV275$6 03/31/2020
Larson Financial Group LLC255$6 03/31/2020
     IDV255$6 03/31/2020
Disciplined Investments LLC276$6 03/31/2020
     IDV276$6 03/31/2020
Johnson Financial Group Inc.204$5 03/31/2020
     IDV204$5 03/31/2020
Stratford Consulting LLC200$5 03/31/2020
     IDV200$5 03/31/2020
TCI Wealth Advisors Inc.224$5 03/31/2020
     IDV224$5 03/31/2020
Sound Income Strategies LLC158$4 03/31/2020
     IDV158$4 03/31/2020
FSA Wealth Management LLC174$4 03/31/2020
     IDV174$4 03/31/2020
AdvisorNet Financial Inc151$3 03/31/2020
     IDV151$3 03/31/2020
Stratos Wealth Advisors LLC112$3 03/31/2020
     IDV112$3 03/31/2020
EPG Wealth Management LLC115$3 03/31/2020
     IDV115$3 03/31/2020
Salem Investment Counselors Inc.100$2 03/31/2020
     IDV100$2 03/31/2020
Western Asset Management Company LLC83$2 03/31/2020
     IDV83$2 03/31/2020
WestEnd Advisors LLC105$2 03/31/2020
     IDV105$2 03/31/2020
Plante Moran Financial Advisors LLC100$2 03/31/2020
     IDV100$2 03/31/2020
Stonebridge Capital Advisors LLC100$2 03/31/2020
     IDV100$2 03/31/2020
Laurel Wealth Advisors LLC78$2 03/31/2020
     IDV78$2 03/31/2020
Capital Advisory Group Advisory Services LLC70$2 03/31/2020
     IDV70$2 03/31/2020
Sonora Investment Management LLC41$1 03/31/2020
     IDV41$1 03/31/2020
Cutler Group LP $1 03/31/2020
     IDV500$11 03/31/2020
     Put900$10 03/31/2020
     Call200$0 03/31/2020
Sofos Investments Inc.58$1 03/31/2020
     IDV58$1 03/31/2020
Lake Point Wealth Management30$1 03/31/2020
     IDV30$1 03/31/2020
PrairieView Partners LLC3$0 03/31/2020
     IDV3$0 03/31/2020

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

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