On this page, we present all of the funds holding IDV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IDV, with a link to that fund's top holdings. The next columns indicate the amount of IDV stock held by each of the funds holding IDV, followed by the IDV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 426 funds holding IDV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding IDV), click the fund name in the "Holder" column of the funds-holding-IDV table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | 12,163,926 | $340,468 | 12/31/2023 |
IDV | 12,163,926 | $340,468 | 12/31/2023 |
Morgan Stanley | 6,777,366 | $189,699 | 12/31/2023 |
IDV | 6,777,366 | $189,699 | 12/31/2023 |
Envestnet Asset Management Inc. | 4,920,516 | $137,725 | 12/31/2023 |
IDV | 4,920,516 | $137,725 | 12/31/2023 |
Ameriprise Financial Inc. | 4,046,067 | $113,003 | 12/31/2023 |
IDV | 4,046,067 | $113,003 | 12/31/2023 |
UBS Group AG | 2,856,896 | $79,965 | 12/31/2023 |
IDV | 2,856,896 | $79,965 | 12/31/2023 |
Wells Fargo & Company MN | 2,429,750 | $68,009 | 12/31/2023 |
IDV | 2,429,750 | $68,009 | 12/31/2023 |
Bank of New York Mellon Corp | 2,123,509 | $59,437 | 12/31/2023 |
IDV | 2,123,509 | $59,437 | 12/31/2023 |
US Bancorp DE | 2,042,758 | $57,177 | 12/31/2023 |
IDV | 2,042,758 | $57,177 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 1,762,337 | $49,328 | 12/31/2023 |
IDV | 1,762,337 | $49,328 | 12/31/2023 |
LPL Financial LLC | 1,757,760 | $49,200 | 12/31/2023 |
IDV | 1,757,760 | $49,200 | 12/31/2023 |
Royal Bank of Canada | 1,485,408 | $41,576 | 12/31/2023 |
IDV | 1,485,408 | $41,576 | 12/31/2023 |
Scotia Capital Inc. | 1,185,270 | $33,176 | 12/31/2023 |
IDV | 1,185,270 | $33,176 | 12/31/2023 |
Regions Financial Corp | 1,149,639 | $32,178 | 12/31/2023 |
IDV | 1,149,639 | $32,178 | 12/31/2023 |
Orion Portfolio Solutions LLC | 1,104,167 | $30,895 | 12/31/2023 |
IDV | 1,104,167 | $30,895 | 12/31/2023 |
Alliancebernstein L.P. | 1,101,201 | $30,823 | 12/31/2023 |
IDV | 1,101,201 | $30,823 | 12/31/2023 |
Assetmark Inc. | 962,697 | $26,946 | 12/31/2023 |
IDV | 962,697 | $26,946 | 12/31/2023 |
JPMorgan Chase & Co. | 901,089 | $25,221 | 12/31/2023 |
IDV | 901,089 | $25,221 | 12/31/2023 |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $25,135 | 12/31/2023 |
IDV | 898,000 | $25,135 | 12/31/2023 |
GDS Wealth Management | 854,642 | $23,921 | 12/31/2023 |
IDV | 854,642 | $23,921 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 800,289 | $22,400 | 12/31/2023 |
IDV | 800,289 | $22,400 | 12/31/2023 |
BlackRock Inc. | 783,537 | $21,931 | 12/31/2023 |
IDV | 783,537 | $21,931 | 12/31/2023 |
Signature Estate & Investment Advisors LLC | 681,343 | $19,071 | 12/31/2023 |
IDV | 681,343 | $19,071 | 12/31/2023 |
Janney Montgomery Scott LLC | 669,767 | $18,747 | 12/31/2023 |
IDV | 669,767 | $18,747 | 12/31/2023 |
Stifel Financial Corp | 651,154 | $18,226 | 12/31/2023 |
IDV | 651,154 | $18,226 | 12/31/2023 |
Parallel Advisors LLC | 645,720 | $18,074 | 12/31/2023 |
IDV | 645,720 | $18,074 | 12/31/2023 |
The Manufacturers Life Insurance Company | 637,149 | $17,834 | 12/31/2023 |
IDV | 637,149 | $17,834 | 12/31/2023 |
The PNC Financial Services Group Inc. | 561,992 | $15,730 | 12/31/2023 |
IDV | 561,992 | $15,730 | 12/31/2023 |
Advisor Group Holdings Inc. | 558,878 | $15,647 | 12/31/2023 |
IDV | 558,878 | $15,647 | 12/31/2023 |
GHP Investment Advisors Inc. | 523,509 | $14,653 | 12/31/2023 |
IDV | 523,509 | $14,653 | 12/31/2023 |
Fountainhead AM LLC | 516,344 | $14,452 | 12/31/2023 |
IDV | 516,344 | $14,452 | 12/31/2023 |
Baird Financial Group Inc. | 504,998 | $14,135 | 12/31/2023 |
IDV | 504,998 | $14,135 | 12/31/2023 |
Commonwealth Equity Services LLC | 500,526 | $14,010 | 12/31/2023 |
IDV | 500,526 | $14,010 | 12/31/2023 |
Securian Asset Management Inc | 500,000 | $13,995 | 12/31/2023 |
IDV | 500,000 | $13,995 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 471,379 | $13,194 | 12/31/2023 |
IDV | 471,379 | $13,194 | 12/31/2023 |
Raymond James & Associates | 457,462 | $12,804 | 12/31/2023 |
IDV | 457,462 | $12,804 | 12/31/2023 |
Jane Street Group LLC | 450,886 | $12,620 | 12/31/2023 |
IDV | 450,886 | $12,620 | 12/31/2023 |
Linscomb & Williams Inc. | 410,492 | $11,490 | 12/31/2023 |
IDV | 410,492 | $11,490 | 12/31/2023 |
OLD Mission Capital LLC | 377,567 | $10,568 | 12/31/2023 |
IDV | 377,567 | $10,568 | 12/31/2023 |
Huntington National Bank | 371,589 | $10,401 | 12/31/2023 |
IDV | 371,589 | $10,401 | 12/31/2023 |
Bangor Savings Bank | 369,509 | $10,361 | 03/31/2024 |
IDV | 369,509 | $10,361 | 03/31/2024 |
Eagle Bluffs Wealth Management LLC | 365,610 | $10,233 | 12/31/2023 |
IDV | 365,610 | $10,233 | 12/31/2023 |
Destination Wealth Management | 363,597 | $10,177 | 12/31/2023 |
IDV | 363,597 | $10,177 | 12/31/2023 |
Operose Advisors LLC | 334,520 | $9,363 | 12/31/2023 |
IDV | 334,520 | $9,363 | 12/31/2023 |
HighTower Advisors LLC | 331,180 | $9,265 | 12/31/2023 |
IDV | 331,180 | $9,265 | 12/31/2023 |
Comerica Bank | 294,926 | $8,255 | 12/31/2023 |
IDV | 294,926 | $8,255 | 12/31/2023 |
Cowa LLC | 293,135 | $8,205 | 12/31/2023 |
IDV | 293,135 | $8,205 | 12/31/2023 |
Forte Asset Management LLC | 291,250 | $8,152 | 12/31/2023 |
IDV | 291,250 | $8,152 | 12/31/2023 |
River & Mercantile LLC | 282,058 | $7,895 | 12/31/2023 |
IDV | 282,058 | $7,895 | 12/31/2023 |
Cetera Investment Advisers | 276,288 | $7,733 | 12/31/2023 |
IDV | 276,288 | $7,733 | 12/31/2023 |
Truist Financial Corp | 273,235 | $7,648 | 12/31/2023 |
IDV | 273,235 | $7,648 | 12/31/2023 |
CX Institutional | 243,905 | $6,839 | 03/31/2024 |
IDV | 243,905 | $6,839 | 03/31/2024 |
Citadel Advisors LLC | $6,804 | 12/31/2023 | |
IDV | 244,289 | $6,838 | 12/31/2023 |
Put | 2,200 | $62 | 12/31/2023 |
Call | 1,000 | $28 | 12/31/2023 |
Thrivent Financial for Lutherans | 235,949 | $6,604 | 12/31/2023 |
IDV | 235,949 | $6,604 | 12/31/2023 |
Financial Advisory Service Inc. | 235,565 | $6,593 | 12/31/2023 |
IDV | 235,565 | $6,593 | 12/31/2023 |
Luken Investment Analytics LLC | 224,756 | $6,291 | 12/31/2023 |
IDV | 224,756 | $6,291 | 12/31/2023 |
Angeles Investment Advisors LLC | 218,955 | $6,129 | 12/31/2023 |
IDV | 218,955 | $6,129 | 12/31/2023 |
Honkamp Krueger Financial Services Inc. | 216,275 | $6,054 | 12/31/2023 |
IDV | 216,275 | $6,054 | 12/31/2023 |
Franklin Resources Inc. | 215,449 | $6,030 | 12/31/2023 |
IDV | 215,449 | $6,030 | 12/31/2023 |
Meeder Advisory Services Inc. | 208,684 | $5,841 | 12/31/2023 |
IDV | 208,684 | $5,841 | 12/31/2023 |
Institutional & Family Asset Management LLC | 192,998 | $5,402 | 12/31/2023 |
IDV | 192,998 | $5,402 | 12/31/2023 |
Cetera Advisor Networks LLC | 189,023 | $5,291 | 12/31/2023 |
IDV | 189,023 | $5,291 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 185,831 | $5,201 | 12/31/2023 |
IDV | 185,831 | $5,201 | 12/31/2023 |
Johnson & White Wealth Management LLC | 180,778 | $5,069 | 03/31/2024 |
IDV | 180,778 | $5,069 | 03/31/2024 |
CWM LLC | 179,368 | $5,029 | 03/31/2024 |
IDV | 179,368 | $5,029 | 03/31/2024 |
Synovus Financial Corp | 179,120 | $5,014 | 12/31/2023 |
IDV | 179,120 | $5,014 | 12/31/2023 |
D.A. Davidson & CO. | 178,860 | $5,006 | 12/31/2023 |
IDV | 178,860 | $5,006 | 12/31/2023 |
Connectus Wealth LLC | 178,388 | $4,999 | 12/31/2023 |
IDV | 178,388 | $4,999 | 12/31/2023 |
Mariner LLC | 167,492 | $4,688 | 12/31/2023 |
IDV | 167,492 | $4,688 | 12/31/2023 |
AdvisorNet Financial Inc | 164,170 | $4,603 | 03/31/2024 |
IDV | 164,170 | $4,603 | 03/31/2024 |
Curran Financial Partners LLC | 166,927 | $4,589 | 12/31/2023 |
IDV | 166,927 | $4,589 | 12/31/2023 |
MML Investors Services LLC | 153,066 | $4,284 | 12/31/2023 |
IDV | 153,066 | $4,284 | 12/31/2023 |
Avantax Advisory Services Inc. | 151,967 | $4,254 | 12/31/2023 |
IDV | 151,967 | $4,254 | 12/31/2023 |
Flow Traders U.S. LLC | 151,721 | $4,247 | 12/31/2023 |
IDV | 151,721 | $4,247 | 12/31/2023 |
We Are One Seven LLC | 141,701 | $3,966 | 12/31/2023 |
IDV | 141,701 | $3,966 | 12/31/2023 |
Cerity Partners LLC | 134,236 | $3,757 | 12/31/2023 |
IDV | 134,236 | $3,757 | 12/31/2023 |
Kerntke Otto McGlone Wealth Management Group | 130,366 | $3,649 | 12/31/2023 |
IDV | 130,366 | $3,649 | 12/31/2023 |
Bank of Hawaii | 129,520 | $3,625 | 12/31/2023 |
IDV | 129,520 | $3,625 | 12/31/2023 |
Wetzel Investment Advisors Inc. | 129,407 | $3,622 | 12/31/2023 |
IDV | 129,407 | $3,622 | 12/31/2023 |
Heartwood Wealth Advisors LLC | 128,420 | $3,601 | 03/31/2024 |
IDV | 128,420 | $3,601 | 03/31/2024 |
Murphy Middleton Hinkle & Parker Inc. | 121,468 | $3,406 | 03/31/2024 |
IDV | 121,468 | $3,406 | 03/31/2024 |
Sterling Financial Planning Inc. | 121,409 | $3,398 | 12/31/2023 |
IDV | 121,409 | $3,398 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 119,078 | $3,333 | 12/31/2023 |
IDV | 119,078 | $3,333 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 117,889 | $3,306 | 03/31/2024 |
IDV | 117,889 | $3,306 | 03/31/2024 |
Rockefeller Capital Management L.P. | 117,461 | $3,288 | 12/31/2023 |
IDV | 117,461 | $3,288 | 12/31/2023 |
Gunma Bank Ltd. | 116,000 | $3,247 | 12/31/2023 |
IDV | 116,000 | $3,247 | 12/31/2023 |
Wade G W & Inc. | 112,782 | $3,157 | 12/31/2023 |
IDV | 112,782 | $3,157 | 12/31/2023 |
TD Waterhouse Canada Inc. | 100,086 | $3,023 | 12/31/2023 |
IDV | 100,086 | $3,023 | 12/31/2023 |
EverSource Wealth Advisors LLC | 107,713 | $3,015 | 12/31/2023 |
IDV | 107,713 | $3,015 | 12/31/2023 |
Creative Planning | 107,417 | $3,007 | 12/31/2023 |
IDV | 107,417 | $3,007 | 12/31/2023 |
StrategIQ Financial Group LLC | 107,365 | $3,005 | 12/31/2023 |
IDV | 107,365 | $3,005 | 12/31/2023 |
AE Wealth Management LLC | 105,229 | $2,910 | 12/31/2023 |
IDV | 105,229 | $2,910 | 12/31/2023 |
Pinnacle Wealth Management Group Inc. | 101,744 | $2,848 | 12/31/2023 |
IDV | 101,744 | $2,848 | 12/31/2023 |
Park Avenue Securities LLC | 97,389 | $2,731 | 03/31/2024 |
IDV | 97,389 | $2,731 | 03/31/2024 |
Renaissance Technologies LLC | 97,200 | $2,721 | 12/31/2023 |
IDV | 97,200 | $2,721 | 12/31/2023 |
Sunflower Bank N.A. | 95,771 | $2,685 | 03/31/2024 |
IDV | 95,771 | $2,685 | 03/31/2024 |
Balentine LLC | 93,110 | $2,606 | 12/31/2023 |
IDV | 93,110 | $2,606 | 12/31/2023 |
Argent Advisors Inc. | 91,694 | $2,567 | 12/31/2023 |
IDV | 91,694 | $2,567 | 12/31/2023 |
Beverly Hills Private Wealth LLC | 89,236 | $2,498 | 12/31/2023 |
IDV | 89,236 | $2,498 | 12/31/2023 |
Cetera Advisors LLC | 88,440 | $2,475 | 12/31/2023 |
IDV | 88,440 | $2,475 | 12/31/2023 |
American Money Management LLC | 88,237 | $2,470 | 12/31/2023 |
IDV | 88,237 | $2,470 | 12/31/2023 |
Mutual Advisors LLC | 86,481 | $2,421 | 12/31/2023 |
IDV | 86,481 | $2,421 | 12/31/2023 |
Thrive Capital Management LLC | 85,065 | $2,381 | 12/31/2023 |
IDV | 85,065 | $2,381 | 12/31/2023 |
Kestra Advisory Services LLC | 77,313 | $2,164 | 12/31/2023 |
IDV | 77,313 | $2,164 | 12/31/2023 |
Commerce Bank | 77,004 | $2,155 | 12/31/2023 |
IDV | 77,004 | $2,155 | 12/31/2023 |
Marino Stram & Associates LLC | 76,387 | $2,138 | 12/31/2023 |
IDV | 76,387 | $2,138 | 12/31/2023 |
Mirae Asset Global Investments Co. Ltd. | 74,500 | $2,085 | 12/31/2023 |
IDV | 74,500 | $2,085 | 12/31/2023 |
AlTi Global Inc. | 73,953 | $2,070 | 12/31/2023 |
IDV | 73,953 | $2,070 | 12/31/2023 |
Blair William & Co. IL | 73,366 | $2,054 | 12/31/2023 |
IDV | 73,366 | $2,054 | 12/31/2023 |
JNBA Financial Advisors | 73,332 | $2,053 | 12/31/2023 |
IDV | 73,332 | $2,053 | 12/31/2023 |
Apollon Wealth Management LLC | 71,946 | $2,014 | 12/31/2023 |
IDV | 71,946 | $2,014 | 12/31/2023 |
Wealth Advisory Solutions LLC | 71,534 | $2,002 | 12/31/2023 |
IDV | 71,534 | $2,002 | 12/31/2023 |
NewEdge Wealth LLC | 70,668 | $1,978 | 12/31/2023 |
IDV | 70,668 | $1,978 | 12/31/2023 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 67,908 | $1,901 | 12/31/2023 |
IDV | 67,908 | $1,901 | 12/31/2023 |
180 Wealth Advisors LLC | 67,019 | $1,879 | 03/31/2024 |
IDV | 67,019 | $1,879 | 03/31/2024 |
Prime Capital Investment Advisors LLC | 66,761 | $1,869 | 12/31/2023 |
IDV | 66,761 | $1,869 | 12/31/2023 |
Precedent Wealth Partners LLC | 66,751 | $1,868 | 12/31/2023 |
IDV | 66,751 | $1,868 | 12/31/2023 |
Hancock Whitney Corp | 63,772 | $1,785 | 12/31/2023 |
IDV | 63,772 | $1,785 | 12/31/2023 |
Raymond James Trust N.A. | 63,523 | $1,778 | 12/31/2023 |
IDV | 63,523 | $1,778 | 12/31/2023 |
Snowden Capital Advisors LLC | 62,541 | $1,751 | 12/31/2023 |
IDV | 62,541 | $1,751 | 12/31/2023 |
Sound Stewardship LLC | 62,411 | $1,747 | 12/31/2023 |
IDV | 62,411 | $1,747 | 12/31/2023 |
Fort Point Capital Partners LLC | 62,130 | $1,739 | 12/31/2023 |
IDV | 62,130 | $1,739 | 12/31/2023 |
Equitable Holdings Inc. | 61,887 | $1,732 | 12/31/2023 |
IDV | 61,887 | $1,732 | 12/31/2023 |
Gould Asset Management LLC CA | 60,260 | $1,687 | 12/31/2023 |
IDV | 60,260 | $1,687 | 12/31/2023 |
GWM Advisors LLC | 60,868 | $1,679 | 12/31/2023 |
IDV | 60,868 | $1,679 | 12/31/2023 |
Goldman Sachs Group Inc. | 59,038 | $1,652 | 12/31/2023 |
IDV | 59,038 | $1,652 | 12/31/2023 |
Private Advisor Group LLC | 58,887 | $1,648 | 12/31/2023 |
IDV | 58,887 | $1,648 | 12/31/2023 |
Crescent Grove Advisors LLC | 57,396 | $1,607 | 12/31/2023 |
IDV | 57,396 | $1,607 | 12/31/2023 |
Mission Creek Capital Partners Inc. | 55,895 | $1,564 | 12/31/2023 |
IDV | 55,895 | $1,564 | 12/31/2023 |
First Commonwealth Financial Corp PA | 54,356 | $1,521 | 12/31/2023 |
IDV | 54,356 | $1,521 | 12/31/2023 |
Archetype Wealth Partners LLC | 53,953 | $1,510 | 12/31/2023 |
IDV | 53,953 | $1,510 | 12/31/2023 |
Hennion & Walsh Asset Management Inc. | 53,157 | $1,491 | 03/31/2024 |
IDV | 53,157 | $1,491 | 03/31/2024 |
Motco | 50,908 | $1,425 | 12/31/2023 |
IDV | 50,908 | $1,425 | 12/31/2023 |
Squarepoint Ops LLC | 50,592 | $1,416 | 12/31/2023 |
IDV | 50,592 | $1,416 | 12/31/2023 |
Beacon Pointe Advisors LLC | 49,958 | $1,398 | 12/31/2023 |
IDV | 49,958 | $1,398 | 12/31/2023 |
Integrated Wealth Concepts LLC | 49,345 | $1,381 | 12/31/2023 |
IDV | 49,345 | $1,381 | 12/31/2023 |
Oversea Chinese Banking CORP Ltd | 48,794 | $1,366 | 12/31/2023 |
IDV | 48,794 | $1,366 | 12/31/2023 |
Savant Capital LLC | 48,633 | $1,361 | 12/31/2023 |
IDV | 48,633 | $1,361 | 12/31/2023 |
Financial Perspectives Inc | 48,131 | $1,347 | 12/31/2023 |
IDV | 48,131 | $1,347 | 12/31/2023 |
Stephens Inc. AR | 47,355 | $1,325 | 12/31/2023 |
IDV | 47,355 | $1,325 | 12/31/2023 |
Financial Counselors Inc. | 46,384 | $1,298 | 12/31/2023 |
IDV | 46,384 | $1,298 | 12/31/2023 |
Atria Wealth Solutions Inc. | 46,028 | $1,288 | 12/31/2023 |
IDV | 46,028 | $1,288 | 12/31/2023 |
Annex Advisory Services LLC | 44,866 | $1,258 | 03/31/2024 |
IDV | 44,866 | $1,258 | 03/31/2024 |
Oppenheimer & Co. Inc. | 44,558 | $1,247 | 12/31/2023 |
IDV | 44,558 | $1,247 | 12/31/2023 |
Petix & Botte Co | 44,566 | $1,247 | 12/31/2023 |
IDV | 44,566 | $1,247 | 12/31/2023 |
Lido Advisors LLC | 44,408 | $1,243 | 12/31/2023 |
IDV | 44,408 | $1,243 | 12/31/2023 |
MAI Capital Management | 43,982 | $1,231 | 12/31/2023 |
IDV | 43,982 | $1,231 | 12/31/2023 |
RFG Advisory LLC | 43,692 | $1,225 | 03/31/2024 |
IDV | 43,692 | $1,225 | 03/31/2024 |
Brookstone Capital Management | 42,050 | $1,179 | 03/31/2024 |
IDV | 42,050 | $1,179 | 03/31/2024 |
Capital Wealth Alliance LLC | 40,325 | $1,129 | 12/31/2023 |
IDV | 40,325 | $1,129 | 12/31/2023 |
Sowell Financial Services LLC | 39,291 | $1,100 | 12/31/2023 |
IDV | 39,291 | $1,100 | 12/31/2023 |
Monticello Wealth Management LLC | 39,024 | $1,092 | 12/31/2023 |
IDV | 39,024 | $1,092 | 12/31/2023 |
FinTrust Capital Advisors LLC | 37,318 | $1,045 | 12/31/2023 |
IDV | 37,318 | $1,045 | 12/31/2023 |
J.W. Cole Advisors Inc. | 36,860 | $1,032 | 12/31/2023 |
IDV | 36,860 | $1,032 | 12/31/2023 |
Stolper Co | 36,352 | $1,019 | 03/31/2024 |
IDV | 36,352 | $1,019 | 03/31/2024 |
Fragasso Group Inc. | 36,208 | $1,015 | 03/31/2024 |
IDV | 36,208 | $1,015 | 03/31/2024 |
Berkshire Bank | 35,815 | $1,002 | 12/31/2023 |
IDV | 35,815 | $1,002 | 12/31/2023 |
IFP Advisors Inc | 35,450 | $992 | 12/31/2023 |
IDV | 35,450 | $992 | 12/31/2023 |
WealthTrust Axiom LLC | 35,258 | $987 | 12/31/2023 |
IDV | 35,258 | $987 | 12/31/2023 |
Oxinas Partners Wealth Management LLC | 34,794 | $976 | 03/31/2024 |
IDV | 34,794 | $976 | 03/31/2024 |
NTV Asset Management LLC | 34,750 | $973 | 12/31/2023 |
IDV | 34,750 | $973 | 12/31/2023 |
Bogart Wealth LLC | 34,486 | $965 | 12/31/2023 |
IDV | 34,486 | $965 | 12/31/2023 |
Capital Analysts LLC | 34,447 | $964 | 12/31/2023 |
IDV | 34,447 | $964 | 12/31/2023 |
Wharton Business Group LLC | 33,835 | $947 | 12/31/2023 |
IDV | 33,835 | $947 | 12/31/2023 |
Kingsview Wealth Management LLC | 33,699 | $943 | 12/31/2023 |
IDV | 33,699 | $943 | 12/31/2023 |
Northcape Wealth Management LLC | 33,172 | $928 | 12/31/2023 |
IDV | 33,172 | $928 | 12/31/2023 |
Miracle Mile Advisors LLC | 32,280 | $905 | 03/31/2024 |
IDV | 32,280 | $905 | 03/31/2024 |
Grayhawk Investment Strategies Inc. | 32,270 | $903 | 12/31/2023 |
IDV | 32,270 | $903 | 12/31/2023 |
Daiwa Securities Group Inc. | 32,210 | $902 | 12/31/2023 |
IDV | 32,210 | $902 | 12/31/2023 |
Ironwood Financial llc | 31,932 | $895 | 03/31/2024 |
IDV | 31,932 | $895 | 03/31/2024 |
U.S. Capital Wealth Advisors LLC | 31,091 | $870 | 12/31/2023 |
IDV | 31,091 | $870 | 12/31/2023 |
National Bank of Canada FI | 30,248 | $844 | 12/31/2023 |
IDV | 30,248 | $844 | 12/31/2023 |
Beta Wealth Group Inc. | 29,878 | $836 | 12/31/2023 |
IDV | 29,878 | $836 | 12/31/2023 |
Qube Research & Technologies Ltd | 29,863 | $836 | 12/31/2023 |
IDV | 29,863 | $836 | 12/31/2023 |
Mechanics Bank Trust Department | 29,701 | $833 | 03/31/2024 |
IDV | 29,701 | $833 | 03/31/2024 |
Brandywine Oak Private Wealth LLC | 29,618 | $829 | 12/31/2023 |
IDV | 29,618 | $829 | 12/31/2023 |
MONECO Advisors LLC | 29,588 | $828 | 12/31/2023 |
IDV | 29,588 | $828 | 12/31/2023 |
American Capital Advisory LLC | 29,261 | $819 | 12/31/2023 |
IDV | 29,261 | $819 | 12/31/2023 |
Collective Family Office LLC | 29,109 | $816 | 03/31/2024 |
IDV | 29,109 | $816 | 03/31/2024 |
Whittier Trust Co. | 29,042 | $813 | 12/31/2023 |
IDV | 29,042 | $813 | 12/31/2023 |
Concord Wealth Partners | 29,014 | $812 | 12/31/2023 |
IDV | 29,014 | $812 | 12/31/2023 |
Susquehanna International Group LLP | $773 | 12/31/2023 | |
Call | 39,500 | $1,106 | 12/31/2023 |
Put | 11,900 | $333 | 12/31/2023 |
Virtu Financial LLC | 26,419 | $739 | 12/31/2023 |
IDV | 26,419 | $739 | 12/31/2023 |
Foundations Investment Advisors LLC | 26,090 | $726 | 12/31/2023 |
IDV | 26,090 | $726 | 12/31/2023 |
Auour Investments LLC | 26,486 | $723 | 12/31/2023 |
IDV | 26,486 | $723 | 12/31/2023 |
Vicus Capital | 25,314 | $710 | 03/31/2024 |
IDV | 25,314 | $710 | 03/31/2024 |
Clearstead Advisors LLC | 25,154 | $704 | 12/31/2023 |
IDV | 25,154 | $704 | 12/31/2023 |
Trustmark National Bank Trust Department | 25,059 | $701 | 12/31/2023 |
IDV | 25,059 | $701 | 12/31/2023 |
Valmark Advisers Inc. | 25,028 | $701 | 12/31/2023 |
IDV | 25,028 | $701 | 12/31/2023 |
Financial Advisory Partners LLC | 24,822 | $696 | 03/31/2024 |
IDV | 24,822 | $696 | 03/31/2024 |
Resources Investment Advisors LLC. | 24,532 | $687 | 12/31/2023 |
IDV | 24,532 | $687 | 12/31/2023 |
TFB Advisors LLC | 24,322 | $681 | 12/31/2023 |
IDV | 24,322 | $681 | 12/31/2023 |
Unique Wealth LLC | 24,164 | $678 | 03/31/2024 |
IDV | 24,164 | $678 | 03/31/2024 |
Ehrlich Financial Group | 24,022 | $674 | 03/31/2024 |
IDV | 24,022 | $674 | 03/31/2024 |
Moneta Group Investment Advisors LLC | 23,980 | $671 | 12/31/2023 |
IDV | 23,980 | $671 | 12/31/2023 |
Peregrine Asset Advisers Inc. | 23,989 | $671 | 12/31/2023 |
IDV | 23,989 | $671 | 12/31/2023 |
Hubbell Strickland Wealth Management LLC | 23,597 | $662 | 03/31/2024 |
IDV | 23,597 | $662 | 03/31/2024 |
Prospera Financial Services Inc | 23,383 | $654 | 12/31/2023 |
IDV | 23,383 | $654 | 12/31/2023 |
Leavell Investment Management Inc. | 23,337 | $653 | 12/31/2023 |
IDV | 23,337 | $653 | 12/31/2023 |
Planned Solutions Inc. | 23,194 | $649 | 12/31/2023 |
IDV | 23,194 | $649 | 12/31/2023 |
Monetary Management Group Inc. | 22,500 | $630 | 12/31/2023 |
IDV | 22,500 | $630 | 12/31/2023 |
Atlas Private Wealth Advisors | 22,400 | $627 | 12/31/2023 |
IDV | 22,400 | $627 | 12/31/2023 |
National Asset Management Inc. | 22,379 | $626 | 12/31/2023 |
IDV | 22,379 | $626 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 22,038 | $617 | 12/31/2023 |
IDV | 22,038 | $617 | 12/31/2023 |
Curbstone Financial Management Corp | 21,910 | $614 | 03/31/2024 |
IDV | 21,910 | $614 | 03/31/2024 |
Fifth Third Wealth Advisors LLC | 21,762 | $610 | 03/31/2024 |
IDV | 21,762 | $610 | 03/31/2024 |
Wealthcare Advisory Partners LLC | 21,277 | $597 | 03/31/2024 |
IDV | 21,277 | $597 | 03/31/2024 |
Fort Sheridan Advisors LLC | 21,315 | $597 | 12/31/2023 |
IDV | 21,315 | $597 | 12/31/2023 |
Lbmc Investment Advisors LLC | 21,125 | $592 | 03/31/2024 |
IDV | 21,125 | $592 | 03/31/2024 |
Patten & Patten Inc. TN | 20,710 | $580 | 12/31/2023 |
IDV | 20,710 | $580 | 12/31/2023 |
DAVENPORT & Co LLC | 20,644 | $578 | 12/31/2023 |
IDV | 20,644 | $578 | 12/31/2023 |
Toronto Dominion Bank | 20,581 | $576 | 12/31/2023 |
IDV | 20,581 | $576 | 12/31/2023 |
Bank of Montreal Can | 20,427 | $573 | 12/31/2023 |
IDV | 20,427 | $573 | 12/31/2023 |
Hsbc Holdings PLC | 20,106 | $563 | 12/31/2023 |
IDV | 20,106 | $563 | 12/31/2023 |
Onyx Bridge Wealth Group LLC | 20,096 | $562 | 12/31/2023 |
IDV | 20,096 | $562 | 12/31/2023 |
Investmark Advisory Group LLC | 19,838 | $555 | 12/31/2023 |
IDV | 19,838 | $555 | 12/31/2023 |
Fortitude Family Office LLC | 19,250 | $540 | 03/31/2024 |
IDV | 19,250 | $540 | 03/31/2024 |
New Republic Capital LLC | 19,120 | $535 | 12/31/2023 |
IDV | 19,120 | $535 | 12/31/2023 |
Valeo Financial Advisors LLC | 19,061 | $534 | 12/31/2023 |
IDV | 19,061 | $534 | 12/31/2023 |
Clarity Capital Partners LLC | 18,749 | $525 | 12/31/2023 |
IDV | 18,749 | $525 | 12/31/2023 |
Sunbelt Securities Inc. | 18,627 | $522 | 03/31/2024 |
IDV | 18,627 | $522 | 03/31/2024 |
Access Investment Management LLC | 18,410 | $515 | 12/31/2023 |
IDV | 18,410 | $515 | 12/31/2023 |
Landaas & Co. WI ADV | 18,027 | $505 | 12/31/2023 |
IDV | 18,027 | $505 | 12/31/2023 |
Syntax Research Inc. | 17,873 | $500 | 12/31/2023 |
IDV | 17,873 | $500 | 12/31/2023 |
Integris Wealth Management LLC | 17,568 | $492 | 12/31/2023 |
IDV | 17,568 | $492 | 12/31/2023 |
Proequities Inc. | 17,186 | $481 | 12/31/2023 |
IDV | 17,186 | $481 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 16,974 | $475 | 12/31/2023 |
IDV | 16,974 | $475 | 12/31/2023 |
Eagle Strategies LLC | 16,683 | $467 | 12/31/2023 |
IDV | 16,683 | $467 | 12/31/2023 |
Fiduciary Group LLC | 16,586 | $464 | 12/31/2023 |
IDV | 16,586 | $464 | 12/31/2023 |
Van Hulzen Asset Management LLC | 16,074 | $450 | 12/31/2023 |
IDV | 16,074 | $450 | 12/31/2023 |
Steward Partners Investment Solutions LLC | 15,799 | $442 | 12/31/2023 |
IDV | 15,799 | $442 | 12/31/2023 |
Ameritas Advisory Services LLC | 15,801 | $442 | 12/31/2023 |
IDV | 15,801 | $442 | 12/31/2023 |
Summit Financial Group Inc. | 15,730 | $441 | 03/31/2024 |
IDV | 15,730 | $441 | 03/31/2024 |
BancorpSouth Bank | 15,691 | $439 | 12/31/2023 |
IDV | 15,691 | $439 | 12/31/2023 |
Braun Bostich & Associates Inc. | 15,619 | $437 | 12/31/2023 |
IDV | 15,619 | $437 | 12/31/2023 |
Stratos Wealth Partners LTD. | 15,523 | $435 | 03/31/2024 |
IDV | 15,523 | $435 | 03/31/2024 |
First Citizens Financial Corp | 15,537 | $435 | 12/31/2023 |
IDV | 15,537 | $435 | 12/31/2023 |
Advisory Services Network LLC | 15,459 | $433 | 12/31/2023 |
IDV | 15,459 | $433 | 12/31/2023 |
Chemung Canal Trust Co. | 15,365 | $431 | 03/31/2024 |
IDV | 15,365 | $431 | 03/31/2024 |
Panoramic Investment Advisors LLC | 15,396 | $431 | 12/31/2023 |
IDV | 15,396 | $431 | 12/31/2023 |
Security National Bank | 14,976 | $420 | 03/31/2024 |
IDV | 14,976 | $420 | 03/31/2024 |
Pacific Center for Financial Services | 15,023 | $420 | 12/31/2023 |
IDV | 15,023 | $420 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 14,817 | $415 | 12/31/2023 |
IDV | 14,817 | $415 | 12/31/2023 |
Private Portfolio Partners LLC | 14,732 | $412 | 12/31/2023 |
IDV | 14,732 | $412 | 12/31/2023 |
Chicago Partners Investment Group LLC | 14,656 | $403 | 12/31/2023 |
IDV | 14,656 | $403 | 12/31/2023 |
Noble Family Wealth LLC | 14,248 | $400 | 03/31/2024 |
IDV | 14,248 | $400 | 03/31/2024 |
Kestra Private Wealth Services LLC | 14,302 | $400 | 12/31/2023 |
IDV | 14,302 | $400 | 12/31/2023 |
Wedbush Securities Inc. | 14,050 | $393 | 12/31/2023 |
IDV | 14,050 | $393 | 12/31/2023 |
Comprehensive Financial Consultants Institutional Inc. | 13,854 | $388 | 12/31/2023 |
IDV | 13,854 | $388 | 12/31/2023 |
Cherry Tree Wealth Management LLC | 13,832 | $387 | 12/31/2023 |
IDV | 13,832 | $387 | 12/31/2023 |
Aspiriant LLC | 13,655 | $383 | 03/31/2024 |
IDV | 13,655 | $383 | 03/31/2024 |
Bluesphere Advisors LLC | 13,641 | $382 | 12/31/2023 |
IDV | 13,641 | $382 | 12/31/2023 |
Newbridge Financial Services Group Inc. | 13,534 | $379 | 12/31/2023 |
IDV | 13,534 | $379 | 12/31/2023 |
Fundamentun LLC | 13,493 | $378 | 03/31/2024 |
IDV | 13,493 | $378 | 03/31/2024 |
Lake Street Financial LLC | 13,517 | $378 | 12/31/2023 |
IDV | 13,517 | $378 | 12/31/2023 |
Haverford Trust Co. | 13,250 | $371 | 12/31/2023 |
IDV | 13,250 | $371 | 12/31/2023 |
Sawtooth Solutions LLC | 13,220 | $370 | 12/31/2023 |
IDV | 13,220 | $370 | 12/31/2023 |
Bleakley Financial Group LLC | 13,220 | $370 | 12/31/2023 |
IDV | 13,220 | $370 | 12/31/2023 |
Harbour Investments Inc. | 13,019 | $364 | 12/31/2023 |
IDV | 13,019 | $364 | 12/31/2023 |
Daymark Wealth Partners LLC | 12,633 | $354 | 03/31/2024 |
IDV | 12,633 | $354 | 03/31/2024 |
Meeder Asset Management Inc. | 12,556 | $351 | 12/31/2023 |
IDV | 12,556 | $351 | 12/31/2023 |
Saxon Interests Inc. | 12,289 | $345 | 03/31/2024 |
IDV | 12,289 | $345 | 03/31/2024 |
SWS Partners | 12,236 | $342 | 12/31/2023 |
IDV | 12,236 | $342 | 12/31/2023 |
Element Wealth LLC | 12,221 | $342 | 12/31/2023 |
IDV | 12,221 | $342 | 12/31/2023 |
Horizon Family Wealth Inc. | 12,167 | $341 | 12/31/2023 |
IDV | 12,167 | $341 | 12/31/2023 |
Hilltop Holdings Inc. | 12,139 | $340 | 12/31/2023 |
IDV | 12,139 | $340 | 12/31/2023 |
First Merchants Corp | 12,062 | $337 | 12/31/2023 |
IDV | 12,062 | $337 | 12/31/2023 |
MA Private Wealth | 11,989 | $336 | 12/31/2023 |
IDV | 11,989 | $336 | 12/31/2023 |
Actinver Wealth Management Inc. | 12,003 | $336 | 12/31/2023 |
IDV | 12,003 | $336 | 12/31/2023 |
BOS Asset Management LLC | 11,899 | $333 | 12/31/2023 |
IDV | 11,899 | $333 | 12/31/2023 |
Arete Wealth Advisors LLC | 11,878 | $332 | 12/31/2023 |
IDV | 11,878 | $332 | 12/31/2023 |
Granite Bay Wealth Management LLC | 12,673 | $330 | 12/31/2023 |
IDV | 12,673 | $330 | 12/31/2023 |
Two Sigma Securities LLC | 11,732 | $328 | 12/31/2023 |
IDV | 11,732 | $328 | 12/31/2023 |
Webster Bank N. A. | 11,530 | $323 | 03/31/2024 |
IDV | 11,530 | $323 | 03/31/2024 |
Prudential Financial Inc. | 11,551 | $323 | 12/31/2023 |
IDV | 11,551 | $323 | 12/31/2023 |
Community Bank & Trust Waco Texas | 11,531 | $323 | 12/31/2023 |
IDV | 11,531 | $323 | 12/31/2023 |
Mathes Company Inc. | 11,500 | $322 | 12/31/2023 |
IDV | 11,500 | $322 | 12/31/2023 |
Paragon Advisors LLC | 11,453 | $321 | 12/31/2023 |
IDV | 11,453 | $321 | 12/31/2023 |
Moloney Securities Asset Management LLC | 10,995 | $308 | 12/31/2023 |
IDV | 10,995 | $308 | 12/31/2023 |
Gladstone Institutional Advisory LLC | 11,006 | $308 | 12/31/2023 |
IDV | 11,006 | $308 | 12/31/2023 |
CIBC World Markets Inc. | 10,949 | $306 | 12/31/2023 |
IDV | 10,949 | $306 | 12/31/2023 |
West Bancorporation Inc. | 10,752 | $301 | 12/31/2023 |
IDV | 10,752 | $301 | 12/31/2023 |
Captrust Financial Advisors | 10,627 | $297 | 12/31/2023 |
IDV | 10,627 | $297 | 12/31/2023 |
Koshinski Asset Management Inc. | 10,628 | $297 | 12/31/2023 |
IDV | 10,628 | $297 | 12/31/2023 |
SeaCrest Wealth Management LLC | 10,331 | $290 | 03/31/2024 |
IDV | 10,331 | $290 | 03/31/2024 |
Cedar Brook Financial Partners LLC | 10,233 | $287 | 03/31/2024 |
IDV | 10,233 | $287 | 03/31/2024 |
Capital Advisors Ltd. LLC | 10,193 | $285 | 12/31/2023 |
IDV | 10,193 | $285 | 12/31/2023 |
International Assets Investment Management LLC | 10,083 | $282 | 03/31/2024 |
IDV | 10,083 | $282 | 03/31/2024 |
Johnson Financial Group Inc. | 10,000 | $280 | 12/31/2023 |
IDV | 10,000 | $280 | 12/31/2023 |
Navis Wealth Advisors LLC | 10,000 | $280 | 12/31/2023 |
IDV | 10,000 | $280 | 12/31/2023 |
TCI Wealth Advisors Inc. | 9,945 | $278 | 12/31/2023 |
IDV | 9,945 | $278 | 12/31/2023 |
Patton Albertson Miller Group LLC | 9,860 | $276 | 12/31/2023 |
IDV | 9,860 | $276 | 12/31/2023 |
Leo Wealth LLC | 9,839 | $275 | 12/31/2023 |
IDV | 9,839 | $275 | 12/31/2023 |
GYL Financial Synergies LLC | 9,795 | $274 | 12/31/2023 |
IDV | 9,795 | $274 | 12/31/2023 |
MJP Associates Inc. ADV | 9,602 | $269 | 03/31/2024 |
IDV | 9,602 | $269 | 03/31/2024 |
Change Path LLC | 9,619 | $269 | 12/31/2023 |
IDV | 9,619 | $269 | 12/31/2023 |
Advisor OS LLC | 9,602 | $269 | 12/31/2023 |
IDV | 9,602 | $269 | 12/31/2023 |
Beacon Financial Advisory LLC | 9,475 | $265 | 12/31/2023 |
IDV | 9,475 | $265 | 12/31/2023 |
Regal Investment Advisors LLC | 9,278 | $260 | 12/31/2023 |
IDV | 9,278 | $260 | 12/31/2023 |
Legacy Private Trust Co. | 9,250 | $259 | 03/31/2024 |
IDV | 9,250 | $259 | 03/31/2024 |
Abundance Wealth Counselors | 9,216 | $258 | 12/31/2023 |
IDV | 9,216 | $258 | 12/31/2023 |
Rehmann Capital Advisory Group | 9,171 | $257 | 12/31/2023 |
IDV | 9,171 | $257 | 12/31/2023 |
Keystone Financial Group | 9,112 | $255 | 12/31/2023 |
IDV | 9,112 | $255 | 12/31/2023 |
Western Wealth Management LLC | 9,094 | $255 | 12/31/2023 |
IDV | 9,094 | $255 | 12/31/2023 |
Texas Capital Bank Wealth Management Services Inc. | 9,012 | $252 | 12/31/2023 |
IDV | 9,012 | $252 | 12/31/2023 |
Platte River Wealth Advisors LLC | 8,881 | $249 | 12/31/2023 |
IDV | 8,881 | $249 | 12/31/2023 |
PFG Investments LLC | 8,885 | $249 | 12/31/2023 |
IDV | 8,885 | $249 | 12/31/2023 |
Townsend & Associates Inc | 8,939 | $246 | 12/31/2023 |
IDV | 8,939 | $246 | 12/31/2023 |
Trexquant Investment LP | 8,744 | $245 | 12/31/2023 |
IDV | 8,744 | $245 | 12/31/2023 |
Wealthsource Partners LLC | 8,750 | $245 | 12/31/2023 |
IDV | 8,750 | $245 | 12/31/2023 |
Evercore Wealth Management LLC | 8,641 | $242 | 12/31/2023 |
IDV | 8,641 | $242 | 12/31/2023 |
Mayflower Financial Advisors LLC | 8,637 | $242 | 12/31/2023 |
IDV | 8,637 | $242 | 12/31/2023 |
Tanglewood Wealth Management Inc. | 8,575 | $240 | 12/31/2023 |
IDV | 8,575 | $240 | 12/31/2023 |
Level Four Advisory Services LLC | 8,414 | $236 | 12/31/2023 |
IDV | 8,414 | $236 | 12/31/2023 |
Lakeridge Wealth Management LLC | 8,373 | $234 | 12/31/2023 |
IDV | 8,373 | $234 | 12/31/2023 |
Accredited Investors Inc. | 8,322 | $233 | 12/31/2023 |
IDV | 8,322 | $233 | 12/31/2023 |
HC Advisors LLC | 8,335 | $233 | 12/31/2023 |
IDV | 8,335 | $233 | 12/31/2023 |
TFG Advisers LLC | 8,311 | $233 | 12/31/2023 |
IDV | 8,311 | $233 | 12/31/2023 |
Creekmur Asset Management LLC | 8,239 | $231 | 12/31/2023 |
IDV | 8,239 | $231 | 12/31/2023 |
Beacon Bridge Wealth Partners LLC | 8,152 | $228 | 12/31/2023 |
IDV | 8,152 | $228 | 12/31/2023 |
Lockerman Financial Group Inc. | 7,848 | $220 | 03/31/2024 |
IDV | 7,848 | $220 | 03/31/2024 |
Barrett & Company Inc. | 7,714 | $216 | 03/31/2024 |
IDV | 7,714 | $216 | 03/31/2024 |
McKinley Carter Wealth Services Inc. | 7,347 | $206 | 12/31/2023 |
IDV | 7,347 | $206 | 12/31/2023 |
Stratos Wealth Advisors LLC | 7,188 | $202 | 03/31/2024 |
IDV | 7,188 | $202 | 03/31/2024 |
Ascent Group LLC | 7,367 | $202 | 12/31/2023 |
IDV | 7,367 | $202 | 12/31/2023 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 7,100 | $198 | 12/31/2023 |
IDV | 7,100 | $198 | 12/31/2023 |
Brown Brothers Harriman & Co. | 7,000 | $196 | 12/31/2023 |
IDV | 7,000 | $196 | 12/31/2023 |
Gradient Investments LLC | 6,970 | $195 | 12/31/2023 |
IDV | 6,970 | $195 | 12/31/2023 |
Spire Wealth Management | 6,786 | $185 | 12/31/2023 |
IDV | 6,786 | $185 | 12/31/2023 |
Geneos Wealth Management Inc. | 6,513 | $182 | 12/31/2023 |
IDV | 6,513 | $182 | 12/31/2023 |
APCM Wealth Management for Individuals | 6,390 | $179 | 03/31/2024 |
IDV | 6,390 | $179 | 03/31/2024 |
Atlantic Private Wealth LLC | 6,070 | $170 | 12/31/2023 |
IDV | 6,070 | $170 | 12/31/2023 |
FMR LLC | 5,900 | $165 | 12/31/2023 |
IDV | 5,900 | $165 | 12/31/2023 |
Farther Finance Advisors LLC | 5,753 | $161 | 12/31/2023 |
IDV | 5,753 | $161 | 12/31/2023 |
Ballast Advisors LLC | 5,703 | $160 | 12/31/2023 |
IDV | 5,703 | $160 | 12/31/2023 |
Anchor Investment Management LLC | 5,325 | $149 | 12/31/2023 |
IDV | 5,325 | $149 | 12/31/2023 |
ORG Partners LLC | 5,106 | $143 | 12/31/2023 |
IDV | 5,106 | $143 | 12/31/2023 |
UMB Bank N A MO | 4,780 | $134 | 12/31/2023 |
IDV | 4,780 | $134 | 12/31/2023 |
First Command Advisory Services Inc. | 4,805 | $134 | 12/31/2023 |
IDV | 4,805 | $134 | 12/31/2023 |
Cambridge Trust Co. | 3,969 | $111 | 12/31/2023 |
IDV | 3,969 | $111 | 12/31/2023 |
CNB Bank | 3,950 | $111 | 12/31/2023 |
IDV | 3,950 | $111 | 12/31/2023 |
Capital Investment Advisory Services LLC | 3,646 | $102 | 12/31/2023 |
IDV | 3,646 | $102 | 12/31/2023 |
Vermillion & White Wealth Management Group LLC | 3,661 | $101 | 12/31/2023 |
IDV | 3,661 | $101 | 12/31/2023 |
Colonial Trust Advisors | 3,450 | $97 | 12/31/2023 |
IDV | 3,450 | $97 | 12/31/2023 |
Cape Investment Advisory Inc. | 3,443 | $96 | 12/31/2023 |
IDV | 3,443 | $96 | 12/31/2023 |
Front Row Advisors LLC | 3,379 | $95 | 12/31/2023 |
IDV | 3,379 | $95 | 12/31/2023 |
PSI Advisors LLC | 3,379 | $95 | 12/31/2023 |
IDV | 3,379 | $95 | 12/31/2023 |
Founders Financial Alliance LLC | 3,244 | $91 | 12/31/2023 |
IDV | 3,244 | $91 | 12/31/2023 |
Private Trust Co. NA | 3,121 | $87 | 12/31/2023 |
IDV | 3,121 | $87 | 12/31/2023 |
Allworth Financial LP | 3,058 | $86 | 12/31/2023 |
IDV | 3,058 | $86 | 12/31/2023 |
NBT Bank N A NY | 2,786 | $78 | 12/31/2023 |
IDV | 2,786 | $78 | 12/31/2023 |
Grove Bank & Trust | 2,500 | $70 | 12/31/2023 |
IDV | 2,500 | $70 | 12/31/2023 |
Global Retirement Partners LLC | 2,505 | $69 | 12/31/2023 |
IDV | 2,505 | $69 | 12/31/2023 |
Lowe Wealth Advisors LLC | 2,410 | $68 | 03/31/2024 |
IDV | 2,410 | $68 | 03/31/2024 |
Investors Research Corp | 2,358 | $66 | 12/31/2023 |
IDV | 2,358 | $66 | 12/31/2023 |
LGT Financial Advisors LLC | 2,352 | $66 | 12/31/2023 |
IDV | 2,352 | $66 | 12/31/2023 |
Montag A & Associates Inc. | 2,143 | $60 | 12/31/2023 |
IDV | 2,143 | $60 | 12/31/2023 |
OLD Second National Bank of Aurora | 2,125 | $59 | 12/31/2023 |
IDV | 2,125 | $59 | 12/31/2023 |
Sugarloaf Wealth Management LLC | 2,061 | $58 | 12/31/2023 |
IDV | 2,061 | $58 | 12/31/2023 |
Cedar Wealth Management LLC | 2,081 | $58 | 12/31/2023 |
IDV | 2,081 | $58 | 12/31/2023 |
TFC Financial Management | 2,060 | $58 | 12/31/2023 |
IDV | 2,060 | $58 | 12/31/2023 |
Tyler Stone Wealth Management | 1,954 | $55 | 12/31/2023 |
IDV | 1,954 | $55 | 12/31/2023 |
United Community Bank | 1,884 | $53 | 12/31/2023 |
IDV | 1,884 | $53 | 12/31/2023 |
Morris Financial Concepts Inc. | 1,866 | $52 | 03/31/2024 |
IDV | 1,866 | $52 | 03/31/2024 |
Ameritas Investment Partners Inc. | 1,850 | $52 | 12/31/2023 |
IDV | 1,850 | $52 | 12/31/2023 |
Hazlett Burt & Watson Inc. | 1,675 | $46 | 12/31/2023 |
IDV | 1,675 | $46 | 12/31/2023 |
Centerpoint Advisors LLC | 1,524 | $43 | 12/31/2023 |
IDV | 1,524 | $43 | 12/31/2023 |
Versant Capital Management Inc | 1,489 | $42 | 03/31/2024 |
IDV | 1,489 | $42 | 03/31/2024 |
GPS Wealth Strategies Group LLC | 1,499 | $42 | 12/31/2023 |
IDV | 1,499 | $42 | 12/31/2023 |
Glenmede Trust Co. NA | 1,460 | $41 | 12/31/2023 |
IDV | 1,460 | $41 | 12/31/2023 |
First Horizon Advisors Inc. | 1,463 | $41 | 12/31/2023 |
IDV | 1,463 | $41 | 12/31/2023 |
Cardiff Park Advisors LLC | 1,455 | $41 | 12/31/2023 |
IDV | 1,455 | $41 | 12/31/2023 |
Sound Income Strategies LLC | 1,418 | $40 | 03/31/2024 |
IDV | 1,418 | $40 | 03/31/2024 |
Beaird Harris Wealth Management LLC | 1,358 | $38 | 12/31/2023 |
IDV | 1,358 | $38 | 12/31/2023 |
Tennessee Valley Asset Management Partners | 1,313 | $37 | 12/31/2023 |
IDV | 1,313 | $37 | 12/31/2023 |
Jones Financial Companies Lllp | 1,281 | $36 | 12/31/2023 |
IDV | 1,281 | $36 | 12/31/2023 |
Live Oak Investment Partners | 1,304 | $36 | 12/31/2023 |
IDV | 1,304 | $36 | 12/31/2023 |
Harbor Investment Advisory LLC | 1,262 | $35 | 03/31/2024 |
IDV | 1,262 | $35 | 03/31/2024 |
Archer Investment Corp | 1,097 | $31 | 12/31/2023 |
IDV | 1,097 | $31 | 12/31/2023 |
North Star Investment Management Corp. | 1,075 | $30 | 12/31/2023 |
IDV | 1,075 | $30 | 12/31/2023 |
Mascoma Wealth Management LLC | 1,035 | $29 | 12/31/2023 |
IDV | 1,035 | $29 | 12/31/2023 |
HHM Wealth Advisors LLC | 1,033 | $29 | 12/31/2023 |
IDV | 1,033 | $29 | 12/31/2023 |
SOA Wealth Advisors LLC. | 928 | $26 | 03/31/2024 |
IDV | 928 | $26 | 03/31/2024 |
Principal Securities Inc. | 780 | $22 | 12/31/2023 |
IDV | 780 | $22 | 12/31/2023 |
Focused Wealth Management Inc | 736 | $21 | 12/31/2023 |
IDV | 736 | $21 | 12/31/2023 |
Deutsche Bank AG | 677 | $19 | 12/31/2023 |
IDV | 677 | $19 | 12/31/2023 |
BOKF NA | 645 | $18 | 12/31/2023 |
IDV | 645 | $18 | 12/31/2023 |
Colonial Trust Co SC | 630 | $18 | 12/31/2023 |
IDV | 630 | $18 | 12/31/2023 |
Pinnacle Bank | 550 | $15 | 03/31/2024 |
IDV | 550 | $15 | 03/31/2024 |
Fifth Third Bancorp | 550 | $15 | 12/31/2023 |
IDV | 550 | $15 | 12/31/2023 |
Northwest Financial Advisors | 540 | $15 | 12/31/2023 |
IDV | 540 | $15 | 12/31/2023 |
Tradewinds Capital Management LLC | 500 | $14 | 12/31/2023 |
IDV | 500 | $14 | 12/31/2023 |
Rockbridge Investment Management LCC | 500 | $14 | 12/31/2023 |
IDV | 500 | $14 | 12/31/2023 |
Tradition Wealth Management LLC | 487 | $14 | 12/31/2023 |
IDV | 487 | $14 | 12/31/2023 |
Ancora Advisors LLC | 457 | $13 | 12/31/2023 |
IDV | 457 | $13 | 12/31/2023 |
Westside Investment Management Inc. | 450 | $13 | 12/31/2023 |
IDV | 450 | $13 | 12/31/2023 |
ZRC Wealth Management LLC | 426 | $12 | 12/31/2023 |
IDV | 426 | $12 | 12/31/2023 |
CVA Family Office LLC | 398 | $11 | 03/31/2024 |
IDV | 398 | $11 | 03/31/2024 |
Trust Co. of Vermont | 400 | $11 | 12/31/2023 |
IDV | 400 | $11 | 12/31/2023 |
WealthShield Partners LLC | 400 | $11 | 12/31/2023 |
IDV | 400 | $11 | 12/31/2023 |
Retirement Group LLC | 406 | $11 | 12/31/2023 |
IDV | 406 | $11 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 400 | $11 | 12/31/2023 |
IDV | 400 | $11 | 12/31/2023 |
Atwood & Palmer Inc. | 275 | $8 | 03/31/2024 |
IDV | 275 | $8 | 03/31/2024 |
Citigroup Inc. | 288 | $8 | 12/31/2023 |
IDV | 288 | $8 | 12/31/2023 |
Sandy Spring Bank | 281 | $8 | 12/31/2023 |
IDV | 281 | $8 | 12/31/2023 |
TCTC Holdings LLC | 292 | $8 | 12/31/2023 |
IDV | 292 | $8 | 12/31/2023 |
McIlrath & Eck LLC | 280 | $8 | 12/31/2023 |
IDV | 280 | $8 | 12/31/2023 |
Main Street Group LTD | 200 | $6 | 12/31/2023 |
IDV | 200 | $6 | 12/31/2023 |
NBC Securities Inc. | 190 | $5 | 03/31/2024 |
IDV | 190 | $5 | 03/31/2024 |
Tsfg LLC | 163 | $5 | 03/31/2024 |
IDV | 163 | $5 | 03/31/2024 |
Avion Wealth | 164 | $5 | 12/31/2023 |
IDV | 164 | $5 | 12/31/2023 |
Key Financial Inc | 180 | $5 | 12/31/2023 |
IDV | 180 | $5 | 12/31/2023 |
FSA Wealth Management LLC | 194 | $5 | 12/31/2023 |
IDV | 194 | $5 | 12/31/2023 |
Howe & Rusling Inc. | 141 | $4 | 12/31/2023 |
IDV | 141 | $4 | 12/31/2023 |
Castleview Partners LLC | 159 | $4 | 12/31/2023 |
IDV | 159 | $4 | 12/31/2023 |
Wolff Wiese Magana LLC | 100 | $3 | 03/31/2024 |
IDV | 100 | $3 | 03/31/2024 |
BNP Paribas Arbitrage SA | 93 | $3 | 12/31/2023 |
IDV | 93 | $3 | 12/31/2023 |
Tucker Asset Management LLC | 118 | $3 | 12/31/2023 |
IDV | 118 | $3 | 12/31/2023 |
ICA Group Wealth Management LLC | 59 | $2 | 12/31/2023 |
IDV | 59 | $2 | 12/31/2023 |
ST Germain D J Co. Inc. | 20 | $1 | 03/31/2024 |
IDV | 20 | $1 | 03/31/2024 |
Cutler Group LP | $1 | 12/31/2023 | |
Call | 800 | $1 | 12/31/2023 |
Put | 100 | $0 | 12/31/2023 |
Nemes Rush Group LLC | 39 | $1 | 12/31/2023 |
IDV | 39 | $1 | 12/31/2023 |
Turtle Creek Wealth Advisors LLC | 50 | $1 | 12/31/2023 |
IDV | 50 | $1 | 12/31/2023 |
Iron Horse Wealth Management LLC | 15 | $0 | 03/31/2024 |
IDV | 15 | $0 | 03/31/2024 |
Arlington Trust Co LLC | 1 | $0 | 03/31/2024 |
IDV | 1 | $0 | 03/31/2024 |
Horizon Investments LLC | 13 | $0 | 12/31/2023 |
IDV | 13 | $0 | 12/31/2023 |
Aptus Capital Advisors LLC | 1 | $0 | 12/31/2023 |
IDV | 1 | $0 | 12/31/2023 |
Crewe Advisors LLC | 10 | $0 | 12/31/2023 |
IDV | 10 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IDV
See Details: Top 10 Hedge Funds Holding IDV
Also See: IDV Holdings Changes
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