HoldingsChannel.com
Funds Holding IDV
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE10,445,056$350,641 12/31/2019
     IDV10,445,056$350,641 12/31/2019
Morgan Stanley5,818,057$195,313 12/31/2019
     IDV5,818,057$195,313 12/31/2019
UBS Group AG4,939,183$165,808 12/31/2019
     IDV4,939,183$165,808 12/31/2019
US Bancorp DE3,861,106$129,617 12/31/2019
     IDV3,861,106$129,617 12/31/2019
Moneta Group Investment Advisors LLC2,834,823$95,165 12/31/2019
     IDV2,834,823$95,165 12/31/2019
Wells Fargo & Company MN2,637,073$88,526 12/31/2019
     IDV2,637,073$88,526 12/31/2019
BlackRock Inc.2,504,421$84,074 12/31/2019
     IDV2,504,421$84,074 12/31/2019
Bank of New York Mellon Corp2,222,470$74,608 12/31/2019
     IDV2,222,470$74,608 12/31/2019
LPL Financial LLC2,029,715$68,138 12/31/2019
     IDV2,029,715$68,138 12/31/2019
Envestnet Asset Management Inc.1,581,684$53,097 12/31/2019
     IDV1,581,684$53,097 12/31/2019
Ameriprise Financial Inc.1,560,198$52,368 12/31/2019
     IDV1,560,198$52,368 12/31/2019
Royal Bank of Canada1,441,953$48,407 12/31/2019
     IDV1,441,953$48,407 12/31/2019
Assetmark Inc.1,140,681$38,293 12/31/2019
     IDV1,140,681$38,293 12/31/2019
ETRADE Capital Management LLC1,100,186$36,933 12/31/2019
     IDV1,100,186$36,933 12/31/2019
Baird Financial Group Inc.1,085,796$36,451 12/31/2019
     IDV1,085,796$36,451 12/31/2019
Regions Financial Corp990,954$33,267 12/31/2019
     IDV990,954$33,267 12/31/2019
Janney Montgomery Scott LLC970,884$32,593 12/31/2019
     IDV970,884$32,593 12/31/2019
Round Table Services LLC933,202$31,328 12/31/2019
     IDV933,202$31,328 12/31/2019
FUKOKU MUTUAL LIFE INSURANCE Co898,000$30,146 12/31/2019
     IDV898,000$30,146 12/31/2019
First National Bank of Hutchinson778,373$26,130 12/31/2019
     IDV778,373$26,130 12/31/2019
Stifel Financial Corp638,288$21,450 12/31/2019
     IDV638,288$21,450 12/31/2019
Raymond James Financial Services Advisors Inc.545,682$18,319 12/31/2019
     IDV545,682$18,319 12/31/2019
Commonwealth Equity Services LLC520,492$17,472 12/31/2019
     IDV520,492$17,472 12/31/2019
Truist Financial Corp515,615$17,309 12/31/2019
     IDV515,615$17,309 12/31/2019
Securian Asset Management Inc500,000$16,785 12/31/2019
     IDV500,000$16,785 12/31/2019
Signature Estate & Investment Advisors LLC465,611$15,631 12/31/2019
     IDV465,611$15,631 12/31/2019
Linscomb & Williams Inc.460,327$15,453 12/31/2019
     IDV460,327$15,453 12/31/2019
Raymond James & Associates433,280$14,545 12/31/2019
     IDV433,280$14,545 12/31/2019
Synovus Financial Corp403,726$13,553 12/31/2019
     IDV403,726$13,553 12/31/2019
Destination Wealth Management375,916$12,620 12/31/2019
     IDV375,916$12,620 12/31/2019
JPMorgan Chase & Co.368,282$12,363 12/31/2019
     IDV368,282$12,363 12/31/2019
First Republic Investment Management Inc.362,797$12,179 12/31/2019
     IDV362,797$12,179 12/31/2019
Chicago Wealth Management Inc.339,699$11,404 12/31/2019
     IDV339,699$11,404 12/31/2019
Independence Wealth Advisors Inc.318,937$10,707 12/31/2019
     IDV318,937$10,707 12/31/2019
Suntrust Banks Inc.300,674$9,243 09/30/2019
     IDV300,674$9,243 09/30/2019
PNC Financial Services Group Inc.273,699$9,188 12/31/2019
     IDV273,699$9,188 12/31/2019
Advisor Group Inc.267,548$8,985 12/31/2019
     IDV267,548$8,985 12/31/2019
Bank of Montreal Can267,367$8,975 12/31/2019
     IDV267,367$8,975 12/31/2019
MML Investors Services LLC253,144$8,498 12/31/2019
     IDV253,144$8,498 12/31/2019
CX Institutional224,806$7,547 12/31/2019
     IDV224,806$7,547 12/31/2019
Altus Wealth Management LLC219,330$7,363 12/31/2019
     IDV219,330$7,363 12/31/2019
RPG Investment Advisory LLC217,042$7,286 12/31/2019
     IDV217,042$7,286 12/31/2019
Grove Bank & Trust213,491$7,167 12/31/2019
     IDV213,491$7,167 12/31/2019
Merriman Wealth Management LLC197,238$6,621 12/31/2019
     IDV197,238$6,621 12/31/2019
Biegel & Waller LLC210,210$6,462 09/30/2019
     IDV210,210$6,462 09/30/2019
Northern Trust Corp190,460$6,394 12/31/2019
     IDV190,460$6,394 12/31/2019
Northwestern Mutual Wealth Management Co.187,690$6,301 12/31/2019
     IDV187,690$6,301 12/31/2019
W.E. Donoghue & Co. LLC187,346$6,289 12/31/2019
     IDV187,346$6,289 12/31/2019
Brinker Capital Inc.183,528$6,161 12/31/2019
     IDV183,528$6,161 12/31/2019
Qube Research & Technologies Ltd178,793$6,002 12/31/2019
     IDV178,793$6,002 12/31/2019
Horizon Investments LLC177,521$5,959 12/31/2019
     IDV177,521$5,959 12/31/2019
Avantax Advisory Services Inc.176,385$5,919 12/31/2019
     IDV176,385$5,919 12/31/2019
BB&T Securities LLC190,468$5,857 09/30/2019
     IDV190,468$5,857 09/30/2019
Argent Advisors Inc.164,315$5,529 12/31/2019
     IDV164,315$5,529 12/31/2019
Cornerstone Advisory LLC164,690$5,528 12/31/2019
     IDV164,690$5,528 12/31/2019
Cambridge Investment Research Advisors Inc.154,436$5,184 12/31/2019
     IDV154,436$5,184 12/31/2019
Arden Trust Co153,022$5,137 12/31/2019
     IDV153,022$5,137 12/31/2019
StrategIQ Financial Group LLC152,311$5,113 12/31/2019
     IDV152,311$5,113 12/31/2019
Athena Capital Advisors LLC150,935$5,067 12/31/2019
     IDV150,935$5,067 12/31/2019
Steward Partners Investment Advisory LLC149,759$5,027 12/31/2019
     IDV149,759$5,027 12/31/2019
JNBA Financial Advisors149,487$5,018 12/31/2019
     IDV149,487$5,018 12/31/2019
Susquehanna International Group LLP $5,002 12/31/2019
     IDV146,100$4,905 12/31/2019
     Call25,300$849 12/31/2019
     Put22,400$752 12/31/2019
Wade G W & Inc.141,509$4,750 12/31/2019
     IDV141,509$4,750 12/31/2019
OLD Mission Capital LLC141,321$4,744 12/31/2019
     IDV141,321$4,744 12/31/2019
PFS Investments Inc.139,306$4,676 12/31/2019
     IDV139,306$4,676 12/31/2019
Ladenburg Thalmann Financial Services Inc.134,942$4,534 12/31/2019
     IDV134,942$4,534 12/31/2019
HighTower Advisors LLC131,462$4,414 12/31/2019
     IDV131,462$4,414 12/31/2019
Orion Portfolio Solutions LLC127,004$4,264 12/31/2019
     IDV127,004$4,264 12/31/2019
River & Mercantile LLC126,385$4,243 12/31/2019
     IDV126,385$4,243 12/31/2019
Accurate Investment Solutions Inc.125,473$4,212 12/31/2019
     IDV125,473$4,212 12/31/2019
D.A. Davidson & CO.123,456$4,144 12/31/2019
     IDV123,456$4,144 12/31/2019
Murphy Middleton Hinkle & Parker Inc.123,391$4,142 12/31/2019
     IDV123,391$4,142 12/31/2019
Occidental Asset Management LLC117,819$3,955 12/31/2019
     IDV117,819$3,955 12/31/2019
Klingman & Associates LLC112,491$3,776 12/31/2019
     IDV112,491$3,776 12/31/2019
NorthRock Partners LLC112,392$3,773 12/31/2019
     IDV112,392$3,773 12/31/2019
Evanson Asset Management LLC111,202$3,733 12/31/2019
     IDV111,202$3,733 12/31/2019
Legacy Private Trust Co.110,931$3,724 12/31/2019
     IDV110,931$3,724 12/31/2019
National Asset Management Inc.106,335$3,570 12/31/2019
     IDV106,335$3,570 12/31/2019
Scotia Capital Inc.105,982$3,558 12/31/2019
     IDV105,982$3,558 12/31/2019
180 Wealth Advisors LLC100,118$3,378 12/31/2019
     IDV100,118$3,378 12/31/2019
Hilltop Holdings Inc.100,351$3,367 12/31/2019
     IDV100,351$3,367 12/31/2019
Resources Investment Advisors LLC.99,569$3,343 12/31/2019
     IDV99,569$3,343 12/31/2019
CLS Investments LLC99,483$3,340 12/31/2019
     IDV99,483$3,340 12/31/2019
First Commonwealth Financial Corp PA99,145$3,328 12/31/2019
     IDV99,145$3,328 12/31/2019
Arete Wealth Advisors LLC96,271$3,232 12/31/2019
     IDV96,271$3,232 12/31/2019
Creative Planning95,951$3,221 12/31/2019
     IDV95,951$3,221 12/31/2019
Wealth Advisors of Tampa Bay LLC94,880$3,185 12/31/2019
     IDV94,880$3,185 12/31/2019
First Hawaiian Bank91,988$3,088 12/31/2019
     IDV91,988$3,088 12/31/2019
Keystone Financial Group91,066$3,057 12/31/2019
     IDV91,066$3,057 12/31/2019
FFT Wealth Management LLC90,628$3,042 12/31/2019
     IDV90,628$3,042 12/31/2019
FinTrust Capital Advisors LLC89,785$3,014 12/31/2019
     IDV89,785$3,014 12/31/2019
Blair William & Co. IL89,116$2,992 12/31/2019
     IDV89,116$2,992 12/31/2019
Ackerman Capital Advisors LLC88,558$2,973 12/31/2019
     IDV88,558$2,973 12/31/2019
Bangor Savings Bank83,062$2,788 12/31/2019
     IDV83,062$2,788 12/31/2019
WealthPLAN Partners LLC80,192$2,731 12/31/2019
     IDV80,192$2,731 12/31/2019
Brandywine Oak Private Wealth LLC80,830$2,713 12/31/2019
     IDV80,830$2,713 12/31/2019
Annex Advisory Services LLC77,886$2,614 12/31/2019
     IDV77,886$2,614 12/31/2019
NEXT Financial Group Inc76,620$2,572 12/31/2019
     IDV76,620$2,572 12/31/2019
Thrivent Financial for Lutherans74,712$2,509 12/31/2019
     IDV74,712$2,509 12/31/2019
Whittier Trust Co.73,299$2,460 12/31/2019
     IDV73,299$2,460 12/31/2019
Private Advisor Group LLC73,005$2,450 12/31/2019
     IDV73,005$2,450 12/31/2019
GWM Advisors LLC70,372$2,362 12/31/2019
     IDV70,372$2,362 12/31/2019
Schwarz Dygos Wheeler Investment Advisors LLC69,738$2,341 12/31/2019
     IDV69,738$2,341 12/31/2019
Twin Capital Management Inc.65,820$2,210 12/31/2019
     IDV65,820$2,210 12/31/2019
Wilshire Associates Inc65,820$2,210 12/31/2019
     IDV65,820$2,210 12/31/2019
NTV Asset Management LLC61,800$2,075 12/31/2019
     IDV61,800$2,075 12/31/2019
Winthrop Partners WNY LLC65,937$2,027 09/30/2019
     IDV65,937$2,027 09/30/2019
Cliftonlarsonallen Wealth Advisors LLC58,366$1,959 12/31/2019
     IDV58,366$1,959 12/31/2019
Colony Group LLC58,310$1,957 12/31/2019
     IDV58,310$1,957 12/31/2019
Archetype Wealth Partners LLC56,667$1,902 12/31/2019
     IDV56,667$1,902 12/31/2019
Stephens Inc. AR56,394$1,893 12/31/2019
     IDV56,394$1,893 12/31/2019
RFG Advisory LLC54,834$1,841 12/31/2019
     IDV54,834$1,841 12/31/2019
Sowell Financial Services LLC54,700$1,836 12/31/2019
     IDV54,700$1,836 12/31/2019
WealthTrust Axiom LLC53,534$1,797 12/31/2019
     IDV53,534$1,797 12/31/2019
ERTS Wealth Advisors LLC52,130$1,750 12/31/2019
     IDV52,130$1,750 12/31/2019
Cetera Advisor Networks LLC52,043$1,747 12/31/2019
     IDV52,043$1,747 12/31/2019
Commerce Bank51,515$1,729 12/31/2019
     IDV51,515$1,729 12/31/2019
Goldman Sachs Group Inc.51,077$1,715 12/31/2019
     IDV51,077$1,715 12/31/2019
Sigma Planning Corp51,016$1,713 12/31/2019
     IDV51,016$1,713 12/31/2019
Bingham Osborn & Scarborough LLC50,960$1,711 12/31/2019
     IDV50,960$1,711 12/31/2019
Beacon Investment Advisory Services Inc.48,346$1,623 12/31/2019
     IDV48,346$1,623 12/31/2019
Motco48,275$1,621 12/31/2019
     IDV48,275$1,621 12/31/2019
Mechanics Bank Trust Department48,262$1,620 12/31/2019
     IDV48,262$1,620 12/31/2019
OmniStar Financial Group Inc.47,358$1,590 12/31/2019
     IDV47,358$1,590 12/31/2019
Cadence Bank NA47,181$1,584 12/31/2019
     IDV47,181$1,584 12/31/2019
Horan Securities Inc.45,419$1,525 12/31/2019
     IDV45,419$1,525 12/31/2019
Strategic Wealth Advisors Group LLC45,316$1,522 12/31/2019
     IDV45,316$1,522 12/31/2019
Citadel Advisors LLC45,207$1,518 12/31/2019
     IDV45,207$1,518 12/31/2019
MA Private Wealth45,124$1,515 12/31/2019
     IDV45,124$1,515 12/31/2019
Insight Wealth Strategies LLC44,598$1,497 12/31/2019
     IDV44,598$1,497 12/31/2019
Financial Counselors Inc.43,894$1,474 12/31/2019
     IDV43,894$1,474 12/31/2019
Daiwa Securities Group Inc.43,650$1,465 12/31/2019
     IDV43,650$1,465 12/31/2019
Raab & Moskowitz Asset Management LLC42,556$1,428 12/31/2019
     IDV42,556$1,428 12/31/2019
Whittier Trust Co. of Nevada Inc.42,314$1,420 12/31/2019
     IDV42,314$1,420 12/31/2019
Mercer Global Advisors Inc. ADV42,188$1,416 12/31/2019
     IDV42,188$1,416 12/31/2019
Focused Wealth Management Inc41,085$1,379 12/31/2019
     IDV41,085$1,379 12/31/2019
Financial Advisory Service Inc.39,729$1,334 12/31/2019
     IDV39,729$1,334 12/31/2019
CWM LLC39,639$1,331 12/31/2019
     IDV39,639$1,331 12/31/2019
First Merchants Corp39,555$1,327 12/31/2019
     IDV39,555$1,327 12/31/2019
Kays Financial Advisory Corp ADV39,494$1,326 12/31/2019
     IDV39,494$1,326 12/31/2019
Capital Advisors Ltd. LLC39,318$1,320 12/31/2019
     IDV39,318$1,320 12/31/2019
Rockefeller Capital Management L.P.39,184$1,315 12/31/2019
     IDV39,184$1,315 12/31/2019
Equitable Holdings Inc.39,132$1,314 12/31/2019
     IDV39,132$1,314 12/31/2019
Intersect Capital LLC38,598$1,296 12/31/2019
     IDV38,598$1,296 12/31/2019
Citigroup Inc.37,822$1,270 12/31/2019
     IDV37,822$1,270 12/31/2019
Institutional & Family Asset Management LLC37,494$1,259 12/31/2019
     IDV37,494$1,259 12/31/2019
Hubbell Strickland Wealth Management LLC36,711$1,232 12/31/2019
     IDV36,711$1,232 12/31/2019
Hancock Whitney Corp36,468$1,224 12/31/2019
     IDV36,468$1,224 12/31/2019
Howe & Rusling Inc.36,425$1,223 12/31/2019
     IDV36,425$1,223 12/31/2019
Haverford Trust Co.35,823$1,203 12/31/2019
     IDV35,823$1,203 12/31/2019
Camarda Financial Advisors LLC35,669$1,197 12/31/2019
     IDV35,669$1,197 12/31/2019
Lbmc Investment Advisors LLC35,650$1,197 12/31/2019
     IDV35,650$1,197 12/31/2019
BOKF NA35,484$1,191 12/31/2019
     IDV35,484$1,191 12/31/2019
BBVA USA Bancshares Inc.35,346$1,186 12/31/2019
     IDV35,346$1,186 12/31/2019
Sunbelt Securities Inc.35,154$1,180 12/31/2019
     IDV35,154$1,180 12/31/2019
D.B. Root & Company LLC34,754$1,166 12/31/2019
     IDV34,754$1,166 12/31/2019
West Bancorporation Inc.34,673$1,164 12/31/2019
     IDV34,673$1,164 12/31/2019
Mariner LLC34,335$1,153 12/31/2019
     IDV34,335$1,153 12/31/2019
Signet Financial Management LLC34,229$1,149 12/31/2019
     IDV34,229$1,149 12/31/2019
MUFG Americas Holdings Corp33,967$1,140 12/31/2019
     IDV33,967$1,140 12/31/2019
Well Done LLC33,733$1,132 12/31/2019
     IDV33,733$1,132 12/31/2019
Cedar Brook Financial Partners LLC33,391$1,121 12/31/2019
     IDV33,391$1,121 12/31/2019
Sage Advisory Services Ltd.Co.33,290$1,117 12/31/2019
     IDV33,290$1,117 12/31/2019
Bogart Wealth LLC32,748$1,099 12/31/2019
     IDV32,748$1,099 12/31/2019
B. Riley Wealth Management Inc.32,427$1,089 12/31/2019
     IDV32,427$1,089 12/31/2019
PRW Wealth Management LLC32,415$1,088 12/31/2019
     IDV32,415$1,088 12/31/2019
GYL Financial Synergies LLC32,289$1,084 12/31/2019
     IDV32,289$1,084 12/31/2019
Garrett Wealth Advisory Group LLC32,091$1,079 12/31/2019
     IDV32,091$1,079 12/31/2019
Stony Point Wealth Management Inc.31,283$1,050 12/31/2019
     IDV31,283$1,050 12/31/2019
First National Bank of South Miami31,168$1,046 12/31/2019
     IDV31,168$1,046 12/31/2019
United Capital Management of KS Inc.31,030$1,042 12/31/2019
     IDV31,030$1,042 12/31/2019
Quad Cities Investment Group LLC30,508$1,022 12/31/2019
     IDV30,508$1,022 12/31/2019
Raymond James Trust N.A.30,436$1,021 12/31/2019
     IDV30,436$1,021 12/31/2019
First Citizens Financial Corp29,846$1,002 12/31/2019
     IDV29,846$1,002 12/31/2019
Platte River Wealth Advisors LLC29,702$982 12/31/2019
     IDV29,702$982 12/31/2019
Mission Creek Capital Partners Inc.29,102$977 12/31/2019
     IDV29,102$977 12/31/2019
United Capital Financial Advisers LLC28,982$973 12/31/2019
     IDV28,982$973 12/31/2019
Level Four Advisory Services LLC28,674$963 12/31/2019
     IDV28,674$963 12/31/2019
IFP Advisors Inc27,809$938 12/31/2019
     IDV27,809$938 12/31/2019
PSI Advisors LLC27,882$936 12/31/2019
     IDV27,882$936 12/31/2019
Gould Asset Management LLC CA27,810$934 12/31/2019
     IDV27,810$934 12/31/2019
Petix & Botte Co27,730$931 12/31/2019
     IDV27,730$931 12/31/2019
LeJeune Puetz Investment Counsel LLC27,409$920 12/31/2019
     IDV27,409$920 12/31/2019
Prudential PLC26,933$904 12/31/2019
     IDV26,933$904 12/31/2019
Summit Financial Group Inc.26,847$901 12/31/2019
     IDV26,847$901 12/31/2019
Sequoia Financial Advisors LLC26,651$895 12/31/2019
     IDV26,651$895 12/31/2019
DAVENPORT & Co LLC26,643$894 12/31/2019
     IDV26,643$894 12/31/2019
Atlas Private Wealth Management25,635$861 12/31/2019
     IDV25,635$861 12/31/2019
Highwater Wealth Management LLC28,002$861 09/30/2019
     IDV28,002$861 09/30/2019
Mutual Advisors LLC25,094$842 12/31/2019
     IDV25,094$842 12/31/2019
Fragasso Group Inc.25,048$841 12/31/2019
     IDV25,048$841 12/31/2019
Pasadena Private Wealth LLC25,059$841 12/31/2019
     IDV25,059$841 12/31/2019
Smithbridge Asset Management Inc. DE24,750$831 12/31/2019
     IDV24,750$831 12/31/2019
Baystate Wealth Management LLC24,646$827 12/31/2019
     IDV24,646$827 12/31/2019
Millennium Management LLC24,496$822 12/31/2019
     IDV24,496$822 12/31/2019
Valmark Advisers Inc.24,242$814 12/31/2019
     IDV24,242$814 12/31/2019
Mutual of Omaha Bank Wealth Management24,208$812 12/31/2019
     IDV24,208$812 12/31/2019
Edge Capital Group LLC24,154$811 12/31/2019
     IDV24,154$811 12/31/2019
BerganKDV Wealth Management LLC24,063$808 12/31/2019
     IDV24,063$808 12/31/2019
Alpha Cubed Investments LLC23,965$805 12/31/2019
     IDV23,965$805 12/31/2019
Cetera Advisors LLC23,895$804 12/31/2019
     IDV23,895$804 12/31/2019
First Allied Advisory Services Inc.23,843$802 12/31/2019
     IDV23,843$802 12/31/2019
Rathbone Brothers plc23,535$790 12/31/2019
     IDV23,535$790 12/31/2019
Oppenheimer & Co. Inc.23,412$786 12/31/2019
     IDV23,412$786 12/31/2019
Lincoln National Corp23,319$783 12/31/2019
     IDV23,319$783 12/31/2019
Community Bank & Trust Waco Texas22,938$770 12/31/2019
     IDV22,938$770 12/31/2019
United Asset Strategies Inc.22,606$759 12/31/2019
     IDV22,606$759 12/31/2019
Newfound Research LLC22,407$752 12/31/2019
     IDV22,407$752 12/31/2019
Comerica Bank22,301$746 12/31/2019
     IDV22,301$746 12/31/2019
TFG Advisers LLC21,562$723 12/31/2019
     IDV21,562$723 12/31/2019
Trustmark National Bank Trust Department20,444$686 12/31/2019
     IDV20,444$686 12/31/2019
Prospera Financial Services Inc20,171$677 12/31/2019
     IDV20,171$677 12/31/2019
Mid Atlantic Financial Management Inc. ADV20,091$674 12/31/2019
     IDV20,091$674 12/31/2019
Aspiriant LLC19,812$665 12/31/2019
     IDV19,812$665 12/31/2019
Proequities Inc.19,637$659 12/31/2019
     IDV19,637$659 12/31/2019
Atria Investments LLC19,610$658 12/31/2019
     IDV19,610$658 12/31/2019
Sugarloaf Wealth Management LLC19,592$658 12/31/2019
     IDV19,592$658 12/31/2019
CIBC World Markets Inc.19,474$654 12/31/2019
     IDV19,474$654 12/31/2019
Watson Rebecca19,339$649 12/31/2019
     IDV19,339$649 12/31/2019
Toronto Dominion Bank19,178$643 12/31/2019
     IDV19,178$643 12/31/2019
Dimension Capital Management LLC18,972$637 12/31/2019
     IDV18,972$637 12/31/2019
Citizens Financial Group Inc RI18,860$633 12/31/2019
     IDV18,860$633 12/31/2019
Headinvest LLC18,525$622 12/31/2019
     IDV18,525$622 12/31/2019
Brooks Moore & Associates Inc.18,400$618 12/31/2019
     IDV18,400$618 12/31/2019
Benjamin F. Edwards & Company Inc.18,360$616 12/31/2019
     IDV18,360$616 12/31/2019
Samalin Investment Counsel LLC18,245$612 12/31/2019
     IDV18,245$612 12/31/2019
Summit Wealth & Retirement Planning Inc.18,223$612 12/31/2019
     IDV18,223$612 12/31/2019
BlueSky Wealth Advisors LLC17,756$598 12/31/2019
     IDV17,756$598 12/31/2019
Wambolt & Associates LLC17,784$597 12/31/2019
     IDV17,784$597 12/31/2019
J.W. Cole Advisors Inc.17,449$586 12/31/2019
     IDV17,449$586 12/31/2019
Fort Sheridan Advisors LLC17,427$585 12/31/2019
     IDV17,427$585 12/31/2019
Bank of Nova Scotia Trust Co.17,350$582 12/31/2019
     IDV17,350$582 12/31/2019
Tiedemann Advisors LLC17,354$582 12/31/2019
     IDV17,354$582 12/31/2019
Adell Harriman & Carpenter Inc.16,900$567 12/31/2019
     IDV16,900$567 12/31/2019
Boys Arnold & Co. Inc.16,771$563 12/31/2019
     IDV16,771$563 12/31/2019
Wilbanks Smith & Thomas Asset Management LLC16,677$560 12/31/2019
     IDV16,677$560 12/31/2019
Quest Capital Management Inc. ADV16,625$558 12/31/2019
     IDV16,625$558 12/31/2019
Fort Washington Investment Advisors Inc. OH16,595$557 12/31/2019
     IDV16,595$557 12/31/2019
Titus Wealth Management16,366$549 12/31/2019
     IDV16,366$549 12/31/2019
JSF Financial LLC16,259$546 12/31/2019
     IDV16,259$546 12/31/2019
Fiduciary Group LLC15,955$536 12/31/2019
     IDV15,955$536 12/31/2019
Kovitz Investment Group Partners LLC15,800$530 12/31/2019
     IDV15,800$530 12/31/2019
PagnatoKarp Partners LLC15,802$530 12/31/2019
     IDV15,802$530 12/31/2019
Vivaldi Capital Management LLC15,276$513 12/31/2019
     IDV15,276$513 12/31/2019
O Shaughnessy Asset Management LLC15,000$504 12/31/2019
     IDV15,000$504 12/31/2019
Van Hulzen Asset Management LLC14,966$502 12/31/2019
     IDV14,966$502 12/31/2019
Crescent Grove Advisors LLC14,941$502 12/31/2019
     IDV14,941$502 12/31/2019
Allworth Financial LP14,687$493 12/31/2019
     IDV14,687$493 12/31/2019
Actinver Wealth Management Inc.14,664$492 12/31/2019
     IDV14,664$492 12/31/2019
Allianz Asset Management GmbH14,529$488 12/31/2019
     IDV14,529$488 12/31/2019
Marino Stram & Associates LLC14,167$476 12/31/2019
     IDV14,167$476 12/31/2019
Bank of Nova Scotia13,742$459 12/31/2019
     IDV13,742$459 12/31/2019
Csenge Advisory Group13,624$457 12/31/2019
     IDV13,624$457 12/31/2019
SeaCrest Wealth Management LLC13,540$455 12/31/2019
     IDV13,540$455 12/31/2019
Integrated Wealth Concepts LLC13,409$450 12/31/2019
     IDV13,409$450 12/31/2019
Lowe Wealth Advisors LLC13,290$446 12/31/2019
     IDV13,290$446 12/31/2019
Retirement Planning Group13,127$441 12/31/2019
     IDV13,127$441 12/31/2019
Ellenbecker Investment Group12,890$433 12/31/2019
     IDV12,890$433 12/31/2019
Advisory Services Network LLC12,825$431 12/31/2019
     IDV12,825$431 12/31/2019
Aspen Investment Management Inc12,737$428 12/31/2019
     IDV12,737$428 12/31/2019
FCG Advisors LLC12,616$424 12/31/2019
     IDV12,616$424 12/31/2019
Estate Counselors LLC12,600$423 12/31/2019
     IDV12,600$423 12/31/2019
Wharton Business Group LLC12,580$422 12/31/2019
     IDV12,580$422 12/31/2019
Capital Wealth Alliance LLC12,732$421 12/31/2019
     IDV12,732$421 12/31/2019
Colonial Trust Advisors12,501$420 12/31/2019
     IDV12,501$420 12/31/2019
SWS Partners12,904$419 09/30/2019
     IDV12,904$419 09/30/2019
Advisory Alpha LLC12,009$405 12/31/2019
     IDV12,009$405 12/31/2019
First Command Bank12,034$404 12/31/2019
     IDV12,034$404 12/31/2019
First Command Financial Services Inc.12,034$404 12/31/2019
     IDV12,034$404 12/31/2019
TD Asset Management Inc.12,000$403 12/31/2019
     IDV12,000$403 12/31/2019
Fundamentun LLC11,981$402 12/31/2019
     IDV11,981$402 12/31/2019
Exencial Wealth Advisors LLC11,844$398 12/31/2019
     IDV11,844$398 12/31/2019
MCF Advisors LLC11,680$392 12/31/2019
     IDV11,680$392 12/31/2019
Ledyard National Bank11,500$386 12/31/2019
     IDV11,500$386 12/31/2019
Kistler Tiffany Companies LLC11,459$385 12/31/2019
     IDV11,459$385 12/31/2019
Financial Advocates Investment Management11,451$384 12/31/2019
     IDV11,451$384 12/31/2019
Plancorp LLC11,200$376 12/31/2019
     IDV11,200$376 12/31/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management11,160$375 12/31/2019
     IDV11,160$375 12/31/2019
Pinnacle Associates Ltd.11,094$372 12/31/2019
     IDV11,094$372 12/31/2019
Voya Financial Advisors Inc.11,031$369 12/31/2019
     IDV11,031$369 12/31/2019
Kingsview Wealth Management LLC10,842$366 12/31/2019
     IDV10,842$366 12/31/2019
TCF National Bank10,385$349 12/31/2019
     IDV10,385$349 12/31/2019
CFM Wealth Partners LLC10,302$349 12/31/2019
     IDV10,302$349 12/31/2019
Koshinski Asset Management Inc.10,351$346 12/31/2019
     IDV10,351$346 12/31/2019
Family Management Corp10,158$341 12/31/2019
     IDV10,158$341 12/31/2019
Narwhal Capital Management10,115$340 12/31/2019
     IDV10,115$340 12/31/2019
TBH Global Asset Management LLC10,060$338 12/31/2019
     IDV10,060$338 12/31/2019
Independence Bank of Kentucky10,005$336 12/31/2019
     IDV10,005$336 12/31/2019
RDA Financial Network9,770$326 12/31/2019
     IDV9,770$326 12/31/2019
Dorsey & Whitney Trust CO LLC9,535$320 12/31/2019
     IDV9,535$320 12/31/2019
Guidance Point Advisors LLC9,550$320 12/31/2019
     IDV9,550$320 12/31/2019
Parcion Private Wealth LLC9,500$319 12/31/2019
     IDV9,500$319 12/31/2019
Epstein & White Financial LLC9,301$313 12/31/2019
     IDV9,301$313 12/31/2019
Argent Capital Management LLC9,305$312 12/31/2019
     IDV9,305$312 12/31/2019
Vicus Capital9,257$311 12/31/2019
     IDV9,257$311 12/31/2019
Oxford Financial Group Ltd.9,178$308 12/31/2019
     IDV9,178$308 12/31/2019
Kerntke Otto McGlone Wealth Management Group9,160$308 12/31/2019
     IDV9,160$308 12/31/2019
Calamos Wealth Management LLC9,147$307 12/31/2019
     IDV9,147$307 12/31/2019
Clarus Wealth Advisors9,001$303 12/31/2019
     IDV9,001$303 12/31/2019
Wooster Corthell Wealth Management Inc.8,883$298 12/31/2019
     IDV8,883$298 12/31/2019
Wedbush Securities Inc.8,533$286 12/31/2019
     IDV8,533$286 12/31/2019
FDx Advisors Inc.8,384$281 12/31/2019
     IDV8,384$281 12/31/2019
Personal Resources Investment & Strategic Management Inc.8,385$281 12/31/2019
     IDV8,385$281 12/31/2019
Chemung Canal Trust Co.8,180$275 12/31/2019
     IDV8,180$275 12/31/2019
Hudock Capital Group LLC8,139$275 12/31/2019
     IDV8,139$275 12/31/2019
CENTRAL TRUST Co8,128$273 12/31/2019
     IDV8,128$273 12/31/2019
Stratos Wealth Partners LTD.8,084$271 12/31/2019
     IDV8,084$271 12/31/2019
ARGI Investment Services LLC8,083$270 12/31/2019
     IDV8,083$270 12/31/2019
Iberiabank Corp7,955$267 12/31/2019
     IDV7,955$267 12/31/2019
BCJ Capital Management LLC7,850$264 12/31/2019
     IDV7,850$264 12/31/2019
Comerica Securities Inc.7,786$261 12/31/2019
     IDV7,786$261 12/31/2019
Mirador Capital Partners LP7,635$256 12/31/2019
     IDV7,635$256 12/31/2019
Dynamic Advisor Solutions LLC7,554$254 12/31/2019
     IDV7,554$254 12/31/2019
Betterment LLC7,544$253 12/31/2019
     IDV7,544$253 12/31/2019
Loveless Wealth Management LLC7,510$252 12/31/2019
     IDV7,510$252 12/31/2019
Cambria Investment Management L.P.7,478$251 12/31/2019
     IDV7,478$251 12/31/2019
Essex Financial Services Inc.7,301$245 12/31/2019
     IDV7,301$245 12/31/2019
Strategic Wealth Partners Ltd.7,189$241 12/31/2019
     IDV7,189$241 12/31/2019
Brookstone Capital Management7,105$239 12/31/2019
     IDV7,105$239 12/31/2019
BLB&B Advisors LLC6,992$235 12/31/2019
     IDV6,992$235 12/31/2019
Capital Investment Advisory Services LLC6,657$223 12/31/2019
     IDV6,657$223 12/31/2019
Wealthcare Advisory Partners LLC6,578$221 12/31/2019
     IDV6,578$221 12/31/2019
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main6,650$221 12/31/2019
     IDV6,650$221 12/31/2019
Certified Advisory Corp6,507$218 12/31/2019
     IDV6,507$218 12/31/2019
Burleson & Company LLC6,280$212 12/31/2019
     IDV6,280$212 12/31/2019
MAI Capital Management6,281$211 12/31/2019
     IDV6,281$211 12/31/2019
MV Capital Management Inc.6,224$209 12/31/2019
     IDV6,224$209 12/31/2019
Newport Wealth Strategies Inc.6,230$209 12/31/2019
     IDV6,230$209 12/31/2019
Fiduciary Trust Co.6,210$208 12/31/2019
     IDV6,210$208 12/31/2019
Independent Advisor Alliance6,126$206 12/31/2019
     IDV6,126$206 12/31/2019
Coastal Capital Group Inc.6,143$206 12/31/2019
     IDV6,143$206 12/31/2019
Mathes Company Inc.6,100$205 12/31/2019
     IDV6,100$205 12/31/2019
Dfpg Investments LLC6,081$205 12/31/2019
     IDV6,081$205 12/31/2019
Beacon Financial Advisory LLC6,121$205 12/31/2019
     IDV6,121$205 12/31/2019
FTB Advisors Inc.5,823$195 12/31/2019
     IDV5,823$195 12/31/2019
Millburn Ridgefield Corp5,401$181 12/31/2019
     IDV5,401$181 12/31/2019
Fifth Third Bancorp5,300$178 12/31/2019
     IDV5,300$178 12/31/2019
PDS Planning Inc5,257$176 12/31/2019
     IDV5,257$176 12/31/2019
Wealth Quarterback LLC4,818$162 12/31/2019
     IDV4,818$162 12/31/2019
Centaurus Financial Inc.4,726$159 12/31/2019
     IDV4,726$159 12/31/2019
Stearns Financial Services Group4,661$156 12/31/2019
     IDV4,661$156 12/31/2019
Mycio Wealth Partners LLC4,527$152 12/31/2019
     IDV4,527$152 12/31/2019
Carroll Financial Associates Inc.4,199$140 12/31/2019
     IDV4,199$140 12/31/2019
Crewe Advisors LLC3,897$131 12/31/2019
     IDV3,897$131 12/31/2019
Patriot Financial Group Insurance Agency LLC3,804$128 12/31/2019
     IDV3,804$128 12/31/2019
Ballast Advisors LLC3,822$128 12/31/2019
     IDV3,822$128 12/31/2019
Fieldpoint Private Securities LLC3,630$122 12/31/2019
     IDV3,630$122 12/31/2019
FMR LLC3,489$117 12/31/2019
     IDV3,489$117 12/31/2019
First Personal Financial Services3,438$115 12/31/2019
     IDV3,438$115 12/31/2019
Truewealth LLC3,262$109 12/31/2019
     IDV3,262$109 12/31/2019
Sumitomo Mitsui Financial Group Inc.3,080$103 12/31/2019
     IDV3,080$103 12/31/2019
OLD Second National Bank of Aurora3,035$102 12/31/2019
     IDV3,035$102 12/31/2019
Webster Bank N. A.2,875$97 12/31/2019
     IDV2,875$97 12/31/2019
Jacobi Capital Management LLC2,812$94 12/31/2019
     IDV2,812$94 12/31/2019
Brown Brothers Harriman & Co.2,680$90 12/31/2019
     IDV2,680$90 12/31/2019
BigSur Wealth Management LLC2,500$84 12/31/2019
     IDV2,500$84 12/31/2019
Harbor Investment Advisory LLC2,480$83 12/31/2019
     IDV2,480$83 12/31/2019
Main Management LLC2,350$79 12/31/2019
     IDV2,350$79 12/31/2019
Front Row Advisors LLC2,084$70 12/31/2019
     IDV2,084$70 12/31/2019
Valeo Financial Advisors LLC2,034$68 12/31/2019
     IDV2,034$68 12/31/2019
Farmers & Merchants Investments Inc.1,999$67 12/31/2019
     IDV1,999$67 12/31/2019
Barrett Asset Management LLC1,792$60 12/31/2019
     IDV1,792$60 12/31/2019
Ameritas Investment Company LLC1,757$59 12/31/2019
     IDV1,757$59 12/31/2019
Global Retirement Partners LLC1,729$58 12/31/2019
     IDV1,729$58 12/31/2019
Capital Bank & Trust Co1,686$57 12/31/2019
     IDV1,686$57 12/31/2019
Huntington National Bank1,625$55 12/31/2019
     IDV1,625$55 12/31/2019
Shamrock Asset Management LLC1,730$53 09/30/2019
     IDV1,730$53 09/30/2019
Squar Milner Financial Services LLC1,560$52 12/31/2019
     IDV1,560$52 12/31/2019
Coastal Investment Advisors Inc.1,582$51 12/31/2019
     IDV1,582$51 12/31/2019
Trust Co. of Vermont1,400$47 12/31/2019
     IDV1,400$47 12/31/2019
Cullen Frost Bankers Inc.1,368$46 12/31/2019
     IDV1,368$46 12/31/2019
Verus Capital Partners LLC1,374$46 12/31/2019
     IDV1,374$46 12/31/2019
Archer Investment Corp1,343$45 12/31/2019
     IDV1,343$45 12/31/2019
Ellis Investment Partners LLC1,262$42 12/31/2019
     IDV1,262$42 12/31/2019
Core Wealth Advisors Inc.1,242$42 12/31/2019
     IDV1,242$42 12/31/2019
Pacitti Group Inc.1,240$42 12/31/2019
     IDV1,240$42 12/31/2019
Oppenheimer Asset Management Inc.1,139$38 12/31/2019
     IDV1,139$38 12/31/2019
North Star Investment Management Corp.1,075$36 12/31/2019
     IDV1,075$36 12/31/2019
Trustcore Financial Services LLC1,049$35 12/31/2019
     IDV1,049$35 12/31/2019
Sofos Investments Inc.37$34 12/31/2019
     IDV37$34 12/31/2019
Financial Architects Inc904$30 12/31/2019
     IDV904$30 12/31/2019
Parallel Advisors LLC821$28 12/31/2019
     IDV821$28 12/31/2019
Hoey Investments Inc.831$28 12/31/2019
     IDV831$28 12/31/2019
Winslow Evans & Crocker Inc.724$26 12/31/2019
     IDV724$26 12/31/2019
Institute for Wealth Management LLC.745$25 12/31/2019
     IDV745$25 12/31/2019
First Manhattan Co.731$24 12/31/2019
     IDV731$24 12/31/2019
Armor Investment Advisors LLC729$24 12/31/2019
     IDV729$24 12/31/2019
CXI Advisors723$24 12/31/2019
     IDV723$24 12/31/2019
Busey Wealth Management700$23 12/31/2019
     IDV700$23 12/31/2019
Flagship Harbor Advisors LLC682$23 12/31/2019
     IDV682$23 12/31/2019
Vaughan AND Company Securities Inc.643$22 12/31/2019
     IDV643$22 12/31/2019
Lakeview Capital Partners LLC627$21 12/31/2019
     IDV627$21 12/31/2019
TI Trust Inc.603$20 12/31/2019
     IDV603$20 12/31/2019
Element Wealth LLC584$20 12/31/2019
     IDV584$20 12/31/2019
Cedar Wealth Management LLC518$17 12/31/2019
     IDV518$17 12/31/2019
SRS Capital Advisors Inc.435$15 12/31/2019
     IDV435$15 12/31/2019
Capital Analysts LLC408$14 12/31/2019
     IDV408$14 12/31/2019
GQ Asset Management LLC406$14 12/31/2019
     IDV406$14 12/31/2019
Reilly Financial Advisors LLC400$13 12/31/2019
     IDV400$13 12/31/2019
McIlrath & Eck LLC375$13 12/31/2019
     IDV375$13 12/31/2019
Pinnacle Bank400$13 12/31/2019
     IDV400$13 12/31/2019
Atticus Wealth Management LLC350$12 12/31/2019
     IDV350$12 12/31/2019
Capital Asset Advisory Services LLC338$11 12/31/2019
     IDV338$11 12/31/2019
Carmichael Hill & Associates Inc.275$9 12/31/2019
     IDV275$9 12/31/2019
Chevy Chase Trust Holdings Inc.250$8 12/31/2019
     IDV250$8 12/31/2019
TCI Wealth Advisors Inc.224$8 12/31/2019
     IDV224$8 12/31/2019
Ancora Advisors LLC200$7 12/31/2019
     IDV200$7 12/31/2019
AdvisorNet Financial Inc171$6 12/31/2019
     IDV171$6 12/31/2019
Larson Financial Group LLC191$6 12/31/2019
     IDV191$6 12/31/2019
FSA Wealth Management LLC174$6 12/31/2019
     IDV174$6 12/31/2019
Sound Income Strategies LLC158$5 12/31/2019
     IDV158$5 12/31/2019
WestEnd Advisors LLC128$4 12/31/2019
     IDV128$4 12/31/2019
EPG Wealth Management LLC115$4 12/31/2019
     IDV115$4 12/31/2019
Salem Investment Counselors Inc.100$3 12/31/2019
     IDV100$3 12/31/2019
Stonebridge Capital Advisors LLC100$3 12/31/2019
     IDV100$3 12/31/2019
Laurel Wealth Advisors LLC75$3 12/31/2019
     IDV75$3 12/31/2019
Capital Advisory Group Advisory Services LLC70$2 12/31/2019
     IDV70$2 12/31/2019
Sonora Investment Management LLC41$1 12/31/2019
     IDV41$1 12/31/2019
Nvwm LLC40$1 12/31/2019
     IDV40$1 12/31/2019
Lake Point Wealth Management30$1 12/31/2019
     IDV30$1 12/31/2019
Psagot Investment House Ltd.1$0 12/31/2019
     IDV1$0 12/31/2019
AlphaCore Capital LLC1$0 12/31/2019
     IDV1$0 12/31/2019
Cutler Group LP400$-1 12/31/2019
     Put5,600$1 12/31/2019
     Call400$0 12/31/2019

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

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