HoldingsChannel.com
Funds Holding IDV
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE10,694,437$328,534 06/30/2019
     IDV10,694,437$328,534 06/30/2019
Morgan Stanley5,539,522$170,174 06/30/2019
     IDV5,539,522$170,174 06/30/2019
UBS Group AG4,803,834$147,574 06/30/2019
     IDV4,803,834$147,574 06/30/2019
US Bancorp DE3,512,213$107,896 06/30/2019
     IDV3,512,213$107,896 06/30/2019
Moneta Group Investment Advisors LLC3,368,424$103,478 06/30/2019
     IDV3,368,424$103,478 06/30/2019
BlackRock Inc.3,097,191$95,145 06/30/2019
     IDV3,097,191$95,145 06/30/2019
Wells Fargo & Company MN2,893,460$88,888 06/30/2019
     IDV2,893,460$88,888 06/30/2019
LPL Financial LLC1,849,012$56,802 06/30/2019
     IDV1,849,012$56,802 06/30/2019
Ameriprise Financial Inc.1,826,173$56,018 06/30/2019
     IDV1,826,173$56,018 06/30/2019
Royal Bank of Canada1,568,204$48,175 06/30/2019
     IDV1,568,204$48,175 06/30/2019
Envestnet Asset Management Inc.1,385,334$42,585 09/30/2019
     IDV1,385,334$42,585 09/30/2019
Regions Financial Corp1,311,712$40,296 06/30/2019
     IDV1,311,712$40,296 06/30/2019
Bank of New York Mellon Corp1,186,696$36,456 06/30/2019
     IDV1,186,696$36,456 06/30/2019
ETRADE Capital Management LLC958,187$29,435 06/30/2019
     IDV958,187$29,435 06/30/2019
Baird Financial Group Inc.956,953$29,398 06/30/2019
     IDV956,953$29,398 06/30/2019
Assetmark Inc.940,976$28,907 06/30/2019
     IDV940,976$28,907 06/30/2019
Janney Montgomery Scott LLC934,316$28,702 06/30/2019
     IDV934,316$28,702 06/30/2019
Round Table Services LLC927,242$28,503 09/30/2019
     IDV927,242$28,503 09/30/2019
FUKOKU MUTUAL LIFE INSURANCE Co898,000$27,587 06/30/2019
     IDV898,000$27,587 06/30/2019
Synovus Financial Corp516,075$15,854 06/30/2019
     IDV516,075$15,854 06/30/2019
Raymond James & Associates515,879$15,848 06/30/2019
     IDV515,879$15,848 06/30/2019
Securian Asset Management Inc500,000$15,360 06/30/2019
     IDV500,000$15,360 06/30/2019
Commonwealth Equity Services LLC496,536$15,253 06/30/2019
     IDV496,536$15,253 06/30/2019
Stifel Financial Corp490,991$15,088 06/30/2019
     IDV490,991$15,088 06/30/2019
Signature Estate & Investment Advisors LLC461,065$14,164 06/30/2019
     IDV461,065$14,164 06/30/2019
Raymond James Financial Services Advisors Inc.458,266$14,078 06/30/2019
     IDV458,266$14,078 06/30/2019
MML Investors Services LLC450,782$13,848 06/30/2019
     IDV450,782$13,848 06/30/2019
Linscomb & Williams Inc.420,660$12,923 06/30/2019
     IDV420,660$12,923 06/30/2019
First Republic Investment Management Inc.418,210$12,847 06/30/2019
     IDV418,210$12,847 06/30/2019
Pennsylvania Trust Co373,149$11,470 09/30/2019
     IDV373,149$11,470 09/30/2019
Destination Wealth Management357,956$10,996 06/30/2019
     IDV357,956$10,996 06/30/2019
Independence Wealth Advisors Inc.327,554$10,062 06/30/2019
     IDV327,554$10,062 06/30/2019
Suntrust Banks Inc.281,099$8,635 06/30/2019
     IDV281,099$8,635 06/30/2019
M&T Bank Corp266,953$8,201 06/30/2019
     IDV266,953$8,201 06/30/2019
Aspiriant LLC261,480$8,033 06/30/2019
     IDV261,480$8,033 06/30/2019
Advisor Group Inc.248,103$7,624 06/30/2019
     IDV248,103$7,624 06/30/2019
CX Institutional236,406$7,267 09/30/2019
     IDV236,406$7,267 09/30/2019
BB&T Securities LLC232,811$7,151 06/30/2019
     IDV232,811$7,151 06/30/2019
Grove Bank & Trust222,743$6,843 06/30/2019
     IDV222,743$6,843 06/30/2019
PNC Financial Services Group Inc.217,311$6,675 06/30/2019
     IDV217,311$6,675 06/30/2019
PFS Investments Inc.208,744$6,488 06/30/2019
     IDV208,744$6,488 06/30/2019
Biegel & Waller LLC210,210$6,462 09/30/2019
     IDV210,210$6,462 09/30/2019
Merriman Wealth Management LLC202,979$6,240 09/30/2019
     IDV202,979$6,240 09/30/2019
H D Vest Advisory Services171,900$5,281 06/30/2019
     IDV171,900$5,281 06/30/2019
Goldman Sachs Group Inc.158,044$4,855 06/30/2019
     IDV158,044$4,855 06/30/2019
W.E. Donoghue & Co. LLC156,816$4,817 06/30/2019
     IDV156,816$4,817 06/30/2019
UBS Asset Management Americas Inc.156,679$4,813 06/30/2019
     IDV156,679$4,813 06/30/2019
Strategic Financial Group LLC156,260$4,800 06/30/2019
     IDV156,260$4,800 06/30/2019
D.A. Davidson & CO.149,627$4,597 06/30/2019
     IDV149,627$4,597 06/30/2019
Athena Capital Advisors LLC145,958$4,484 06/30/2019
     IDV145,958$4,484 06/30/2019
JPMorgan Chase & Co.145,345$4,451 06/30/2019
     IDV145,345$4,451 06/30/2019
Cornerstone Advisory LLC143,180$4,398 06/30/2019
     IDV143,180$4,398 06/30/2019
Dynamic Advisor Solutions LLC142,706$4,384 06/30/2019
     IDV142,706$4,384 06/30/2019
Wade G W & Inc.140,323$4,311 06/30/2019
     IDV140,323$4,311 06/30/2019
Northwestern Mutual Wealth Management Co.140,205$4,307 06/30/2019
     IDV140,205$4,307 06/30/2019
Scotia Capital Inc.132,057$4,057 06/30/2019
     IDV132,057$4,057 06/30/2019
Arden Trust Co131,703$4,048 09/30/2019
     IDV131,703$4,048 09/30/2019
Valmark Advisers Inc.130,619$4,013 06/30/2019
     IDV130,619$4,013 06/30/2019
River & Mercantile LLC126,385$3,883 06/30/2019
     IDV126,385$3,883 06/30/2019
Accurate Investment Solutions Inc.124,337$3,822 09/30/2019
     IDV124,337$3,822 09/30/2019
Ladenburg Thalmann Financial Services Inc.121,980$3,747 06/30/2019
     IDV121,980$3,747 06/30/2019
HighTower Advisors LLC120,907$3,715 06/30/2019
     IDV120,907$3,715 06/30/2019
JNBA Financial Advisors120,323$3,696 06/30/2019
     IDV120,323$3,696 06/30/2019
Cambridge Investment Research Advisors Inc.119,535$3,672 06/30/2019
     IDV119,535$3,672 06/30/2019
Occidental Asset Management LLC116,516$3,582 09/30/2019
     IDV116,516$3,582 09/30/2019
Advocacy Wealth Management Services LLC115,394$3,547 09/30/2019
     IDV115,394$3,547 09/30/2019
Murphy Middleton Hinkle & Parker Inc.114,384$3,516 09/30/2019
     IDV114,384$3,516 09/30/2019
Klingman & Associates LLC112,985$3,473 09/30/2019
     IDV112,985$3,473 09/30/2019
Evanson Asset Management LLC110,720$3,404 09/30/2019
     IDV110,720$3,404 09/30/2019
Legacy Private Trust Co.107,726$3,311 09/30/2019
     IDV107,726$3,311 09/30/2019
Wealth Advisors of Tampa Bay LLC106,300$3,266 06/30/2019
     IDV106,300$3,266 06/30/2019
Brinker Capital Inc.103,769$3,190 09/30/2019
     IDV103,769$3,190 09/30/2019
180 Wealth Advisors LLC100,886$3,128 09/30/2019
     IDV100,886$3,128 09/30/2019
Prime Capital Investment Advisors LLC100,597$3,090 06/30/2019
     IDV100,597$3,090 06/30/2019
CLS Investments LLC100,167$3,077 06/30/2019
     IDV100,167$3,077 06/30/2019
Brandywine Oak Private Wealth LLC97,410$2,992 06/30/2019
     IDV97,410$2,992 06/30/2019
Sage Advisory Services Ltd.Co.96,591$2,967 09/30/2019
     IDV96,591$2,967 09/30/2019
Creative Planning94,339$2,898 06/30/2019
     IDV94,339$2,898 06/30/2019
Keystone Financial Group93,437$2,870 06/30/2019
     IDV93,437$2,870 06/30/2019
First Commonwealth Financial Corp PA92,187$2,832 06/30/2019
     IDV92,187$2,832 06/30/2019
FFT Wealth Management LLC90,627$2,784 06/30/2019
     IDV90,627$2,784 06/30/2019
RPG Investment Advisory LLC89,805$2,760 06/30/2019
     IDV89,805$2,760 06/30/2019
First Hawaiian Bank88,689$2,726 09/30/2019
     IDV88,689$2,726 09/30/2019
Ackerman Capital Advisors LLC84,477$2,597 09/30/2019
     IDV84,477$2,597 09/30/2019
Private Advisor Group LLC82,962$2,549 06/30/2019
     IDV82,962$2,549 06/30/2019
Blair William & Co. IL80,739$2,480 06/30/2019
     IDV80,739$2,480 06/30/2019
Bank of Montreal Can78,493$2,411 06/30/2019
     IDV78,493$2,411 06/30/2019
Bangor Savings Bank77,887$2,394 09/30/2019
     IDV77,887$2,394 09/30/2019
Hilltop Holdings Inc.76,887$2,361 06/30/2019
     IDV76,887$2,361 06/30/2019
Twin Capital Management Inc.76,210$2,341 06/30/2019
     IDV76,210$2,341 06/30/2019
Wilshire Associates Inc76,210$2,341 06/30/2019
     IDV76,210$2,341 06/30/2019
Nomura Asset Management Co. Ltd.75,425$2,317 06/30/2019
     IDV75,425$2,317 06/30/2019
Whittier Trust Co.73,385$2,255 09/30/2019
     IDV73,385$2,255 09/30/2019
National Asset Management Inc.73,337$2,253 06/30/2019
     IDV73,337$2,253 06/30/2019
NEXT Financial Group Inc72,544$2,229 09/30/2019
     IDV72,544$2,229 09/30/2019
Colony Group LLC67,842$2,084 06/30/2019
     IDV67,842$2,084 06/30/2019
Winthrop Partners WNY LLC62,022$1,905 06/30/2019
     IDV62,022$1,905 06/30/2019
Commerce Bank60,126$1,847 06/30/2019
     IDV60,126$1,847 06/30/2019
RFG Advisory LLC59,128$1,815 06/30/2019
     IDV59,128$1,815 06/30/2019
Cliftonlarsonallen Wealth Advisors LLC58,505$1,798 09/30/2019
     IDV58,505$1,798 09/30/2019
Stephens Inc. AR57,724$1,774 09/30/2019
     IDV57,724$1,774 09/30/2019
Citadel Advisors LLC57,617$1,770 06/30/2019
     IDV57,617$1,770 06/30/2019
Raab & Moskowitz Asset Management LLC56,738$1,743 06/30/2019
     IDV56,738$1,743 06/30/2019
Horan Securities Inc.55,954$1,720 09/30/2019
     IDV55,954$1,720 09/30/2019
Insight Wealth Strategies LLC55,827$1,715 06/30/2019
     IDV55,827$1,715 06/30/2019
WealthPLAN Partners LLC56,694$1,670 06/30/2019
     IDV56,694$1,670 06/30/2019
WealthTrust Axiom LLC54,012$1,659 06/30/2019
     IDV54,012$1,659 06/30/2019
Hancock Whitney Corp52,665$1,618 06/30/2019
     IDV52,665$1,618 06/30/2019
Mascoma Wealth Management LLC52,434$1,611 06/30/2019
     IDV52,434$1,611 06/30/2019
CIBC World Markets Inc.51,212$1,573 06/30/2019
     IDV51,212$1,573 06/30/2019
NTV Asset Management LLC50,100$1,539 06/30/2019
     IDV50,100$1,539 06/30/2019
Allianz Asset Management GmbH49,686$1,526 06/30/2019
     IDV49,686$1,526 06/30/2019
Mechanics Bank Trust Department49,612$1,525 09/30/2019
     IDV49,612$1,525 09/30/2019
Arete Wealth Advisors LLC49,265$1,513 06/30/2019
     IDV49,265$1,513 06/30/2019
Financial Counselors Inc.49,152$1,510 06/30/2019
     IDV49,152$1,510 06/30/2019
Monroe Bank & Trust MI49,146$1,510 06/30/2019
     IDV49,146$1,510 06/30/2019
MA Private Wealth48,848$1,502 09/30/2019
     IDV48,848$1,502 09/30/2019
Sigma Planning Corp48,733$1,497 06/30/2019
     IDV48,733$1,497 06/30/2019
Beacon Investment Advisory Services Inc.48,073$1,477 06/30/2019
     IDV48,073$1,477 06/30/2019
OmniStar Financial Group Inc.48,019$1,476 09/30/2019
     IDV48,019$1,476 09/30/2019
Bingham Osborn & Scarborough LLC47,070$1,446 06/30/2019
     IDV47,070$1,446 06/30/2019
Thrivent Financial for Lutherans46,769$1,437 06/30/2019
     IDV46,769$1,437 06/30/2019
FDx Advisors Inc.45,575$1,400 06/30/2019
     IDV45,575$1,400 06/30/2019
Archetype Wealth Partners LLC45,482$1,397 06/30/2019
     IDV45,482$1,397 06/30/2019
Cetera Advisor Networks LLC45,098$1,384 06/30/2019
     IDV45,098$1,384 06/30/2019
Jane Street Group LLC44,932$1,380 06/30/2019
     IDV44,932$1,380 06/30/2019
Cadence Bank NA44,761$1,375 06/30/2019
     IDV44,761$1,375 06/30/2019
GWM Advisors LLC42,016$1,291 06/30/2019
     IDV42,016$1,291 06/30/2019
Whittier Trust Co. of Nevada Inc.41,938$1,288 09/30/2019
     IDV41,938$1,288 09/30/2019
Daiwa Securities Group Inc.41,700$1,281 06/30/2019
     IDV41,700$1,281 06/30/2019
Hubbell Strickland Wealth Management LLC41,171$1,266 09/30/2019
     IDV41,171$1,266 09/30/2019
Financial Advisory Service Inc.40,403$1,241 06/30/2019
     IDV40,403$1,241 06/30/2019
Annex Advisory Services LLC39,589$1,216 06/30/2019
     IDV39,589$1,216 06/30/2019
Haverford Trust Co.39,306$1,207 06/30/2019
     IDV39,306$1,207 06/30/2019
Capital Advisors Ltd. LLC39,287$1,207 06/30/2019
     IDV39,287$1,207 06/30/2019
Intersect Capital LLC38,907$1,195 06/30/2019
     IDV38,907$1,195 06/30/2019
B. Riley Wealth Management Inc.38,247$1,175 06/30/2019
     IDV38,247$1,175 06/30/2019
Strategic Wealth Advisors Group LLC37,294$1,145 06/30/2019
     IDV37,294$1,145 06/30/2019
BOKF NA36,631$1,125 06/30/2019
     IDV36,631$1,125 06/30/2019
Signet Financial Management LLC36,533$1,119 06/30/2019
     IDV36,533$1,119 06/30/2019
Lbmc Investment Advisors LLC35,746$1,098 06/30/2019
     IDV35,746$1,098 06/30/2019
MUFG Americas Holdings Corp34,814$1,069 06/30/2019
     IDV34,814$1,069 06/30/2019
Howe & Rusling Inc.34,635$1,064 06/30/2019
     IDV34,635$1,064 06/30/2019
Camarda Financial Advisors LLC34,389$1,056 06/30/2019
     IDV34,389$1,056 06/30/2019
Bbva USA Bancshares Inc.33,668$1,034 06/30/2019
     IDV33,668$1,034 06/30/2019
D.B. Root & Company LLC33,641$1,033 06/30/2019
     IDV33,641$1,033 06/30/2019
Well Done LLC33,341$1,025 09/30/2019
     IDV33,341$1,025 09/30/2019
Flow Traders U.S. LLC32,772$1,007 06/30/2019
     IDV32,772$1,007 06/30/2019
Citigroup Inc.32,179$989 06/30/2019
     IDV32,179$989 06/30/2019
Cedar Brook Financial Partners LLC31,441$966 06/30/2019
     IDV31,441$966 06/30/2019
First National Bank of South Miami31,168$933 06/30/2019
     IDV31,168$933 06/30/2019
Stony Point Wealth Management Inc.30,184$928 09/30/2019
     IDV30,184$928 09/30/2019
Raymond James Trust N.A.30,153$927 06/30/2019
     IDV30,153$927 06/30/2019
United Capital Financial Advisers LLC30,183$927 06/30/2019
     IDV30,183$927 06/30/2019
Level Four Advisory Services LLC30,084$924 06/30/2019
     IDV30,084$924 06/30/2019
LeJeune Puetz Investment Counsel LLC30,088$924 06/30/2019
     IDV30,088$924 06/30/2019
United Capital Management of KS Inc.28,953$873 09/30/2019
     IDV28,953$873 09/30/2019
Highwater Wealth Management LLC28,002$861 09/30/2019
     IDV28,002$861 09/30/2019
Garrett Wealth Advisory Group LLC27,580$848 09/30/2019
     IDV27,580$848 09/30/2019
Perella Weinberg Partners Capital Management LP27,565$847 06/30/2019
     IDV27,565$847 06/30/2019
Gould Asset Management LLC CA27,365$841 06/30/2019
     IDV27,365$841 06/30/2019
Summit Financial Group Inc.27,082$833 09/30/2019
     IDV27,082$833 09/30/2019
BerganKDV Wealth Management LLC26,864$825 06/30/2019
     IDV26,864$825 06/30/2019
Rehmann Capital Advisory Group26,195$805 06/30/2019
     IDV26,195$805 06/30/2019
Community Bank & Trust Waco Texas26,188$804 06/30/2019
     IDV26,188$804 06/30/2019
Smithbridge Asset Management Inc. DE25,500$784 09/30/2019
     IDV25,500$784 09/30/2019
Rathbone Brothers plc25,265$776 06/30/2019
     IDV25,265$776 06/30/2019
Bank of Nova Scotia24,758$761 06/30/2019
     IDV24,758$761 06/30/2019
Sunbelt Securities Inc.24,773$761 06/30/2019
     IDV24,773$761 06/30/2019
Edge Capital Group LLC24,581$755 06/30/2019
     IDV24,581$755 06/30/2019
Fragasso Group Inc.24,316$747 06/30/2019
     IDV24,316$747 06/30/2019
Prudential PLC24,113$741 06/30/2019
     IDV24,113$741 06/30/2019
Alpha Cubed Investments LLC23,853$733 09/30/2019
     IDV23,853$733 09/30/2019
Sequoia Financial Advisors LLC23,848$733 09/30/2019
     IDV23,848$733 09/30/2019
Newfound Research LLC23,591$725 09/30/2019
     IDV23,591$725 09/30/2019
First Allied Advisory Services Inc.22,727$698 06/30/2019
     IDV22,727$698 06/30/2019
Adell Harriman & Carpenter Inc.22,700$697 06/30/2019
     IDV22,700$697 06/30/2019
Voya Financial Advisors Inc.22,751$697 06/30/2019
     IDV22,751$697 06/30/2019
Mutual Advisors LLC22,015$676 06/30/2019
     IDV22,015$676 06/30/2019
Boys Arnold & Co. Inc.21,871$672 06/30/2019
     IDV21,871$672 06/30/2019
Proequities Inc.21,743$668 06/30/2019
     IDV21,743$668 06/30/2019
Trustmark National Bank Trust Department21,545$662 06/30/2019
     IDV21,545$662 06/30/2019
Tiedemann Advisors LLC21,168$650 06/30/2019
     IDV21,168$650 06/30/2019
Quad Cities Investment Group LLC20,259$622 06/30/2019
     IDV20,259$622 06/30/2019
Pasadena Private Wealth LLC19,797$609 09/30/2019
     IDV19,797$609 09/30/2019
Mid Atlantic Financial Management Inc. ADV19,688$605 06/30/2019
     IDV19,688$605 06/30/2019
Kays Financial Advisory Corp ADV19,611$602 06/30/2019
     IDV19,611$602 06/30/2019
Iberiabank Corp19,428$597 06/30/2019
     IDV19,428$597 06/30/2019
DAVENPORT & Co LLC19,386$596 09/30/2019
     IDV19,386$596 09/30/2019
Cetera Advisors LLC19,346$596 06/30/2019
     IDV19,346$596 06/30/2019
AE Wealth Management LLC19,405$596 06/30/2019
     IDV19,405$596 06/30/2019
Lincoln National Corp19,062$586 06/30/2019
     IDV19,062$586 06/30/2019
Quest Capital Management Inc. ADV19,030$585 06/30/2019
     IDV19,030$585 06/30/2019
Citizens Financial Group Inc RI18,860$579 06/30/2019
     IDV18,860$579 06/30/2019
Atria Investments LLC19,991$576 06/30/2019
     IDV19,991$576 06/30/2019
Actinver Wealth Management Inc.18,580$571 06/30/2019
     IDV18,580$571 06/30/2019
Wambolt & Associates LLC18,446$567 09/30/2019
     IDV18,446$567 09/30/2019
Summit Wealth & Retirement Planning Inc.18,395$565 06/30/2019
     IDV18,395$565 06/30/2019
Brooks Moore & Associates Inc.18,400$565 06/30/2019
     IDV18,400$565 06/30/2019
Integrated Wealth Concepts LLC20,014$558 06/30/2019
     IDV20,014$558 06/30/2019
Kovitz Investment Group Partners LLC18,065$555 06/30/2019
     IDV18,065$555 06/30/2019
BlueSky Wealth Advisors LLC18,024$540 09/30/2019
     IDV18,024$540 09/30/2019
Personal Resources Investment & Strategic Management Inc.17,525$538 06/30/2019
     IDV17,525$538 06/30/2019
Wilbanks Smith & Thomas Asset Management LLC17,384$534 06/30/2019
     IDV17,384$534 06/30/2019
Bank of Nova Scotia Trust Co.17,350$533 06/30/2019
     IDV17,350$533 06/30/2019
Dimension Capital Management LLC16,857$518 06/30/2019
     IDV16,857$518 06/30/2019
Advisory Services Network LLC16,736$514 06/30/2019
     IDV16,736$514 06/30/2019
Vivaldi Capital Management LLC16,376$503 06/30/2019
     IDV16,376$503 06/30/2019
Mutual of Omaha Bank Wealth Management16,343$502 06/30/2019
     IDV16,343$502 06/30/2019
Van Hulzen Asset Management LLC16,330$502 06/30/2019
     IDV16,330$502 06/30/2019
Steward Partners Investment Advisory LLC15,978$490 06/30/2019
     IDV15,978$490 06/30/2019
Retirement Planning Group15,906$489 06/30/2019
     IDV15,906$489 06/30/2019
Colonial Trust Advisors15,775$485 06/30/2019
     IDV15,775$485 06/30/2019
Fiduciary Group LLC15,291$470 06/30/2019
     IDV15,291$470 06/30/2019
GYL Financial Synergies LLC15,047$462 06/30/2019
     IDV15,047$462 06/30/2019
Pinnacle Associates Ltd.14,932$459 06/30/2019
     IDV14,932$459 06/30/2019
Financial Advocates Investment Management14,799$455 06/30/2019
     IDV14,799$455 06/30/2019
Allworth Financial LP14,662$451 09/30/2019
     IDV14,662$451 09/30/2019
Fort Sheridan Advisors LLC14,435$443 06/30/2019
     IDV14,435$443 06/30/2019
Ellenbecker Investment Group14,216$437 09/30/2019
     IDV14,216$437 09/30/2019
Marino Stram & Associates LLC14,151$435 09/30/2019
     IDV14,151$435 09/30/2019
Narwhal Capital Management13,745$422 06/30/2019
     IDV13,745$422 06/30/2019
FCG Advisors LLC13,714$421 06/30/2019
     IDV13,714$421 06/30/2019
SeaCrest Wealth Management LLC13,527$416 09/30/2019
     IDV13,527$416 09/30/2019
TD Asset Management Inc.13,367$411 06/30/2019
     IDV13,367$411 06/30/2019
Vicus Capital13,356$410 06/30/2019
     IDV13,356$410 06/30/2019
Certified Advisory Corp13,294$408 06/30/2019
     IDV13,294$408 06/30/2019
Epstein & White Financial LLC13,039$397 09/30/2019
     IDV13,039$397 09/30/2019
Exencial Wealth Advisors LLC12,809$393 06/30/2019
     IDV12,809$393 06/30/2019
PagnatoKarp Partners LLC12,755$392 06/30/2019
     IDV12,755$392 06/30/2019
Aspen Investment Management Inc12,737$391 06/30/2019
     IDV12,737$391 06/30/2019
Wharton Business Group LLC12,580$386 06/30/2019
     IDV12,580$386 06/30/2019
Kistler Tiffany Companies LLC12,495$384 09/30/2019
     IDV12,495$384 09/30/2019
SWS Partners12,159$375 06/30/2019
     IDV12,159$375 06/30/2019
Motco11,792$362 06/30/2019
     IDV11,792$362 06/30/2019
MCF Advisors LLC11,650$358 09/30/2019
     IDV11,650$358 09/30/2019
Pinnacle Wealth Management Advisory Group LLC11,657$358 06/30/2019
     IDV11,657$358 06/30/2019
Ledyard National Bank11,500$353 06/30/2019
     IDV11,500$353 06/30/2019
Prospera Financial Services Inc11,445$352 09/30/2019
     IDV11,445$352 09/30/2019
Plancorp LLC11,112$341 06/30/2019
     IDV11,112$341 06/30/2019
Northern Trust Corp10,380$319 06/30/2019
     IDV10,380$319 06/30/2019
Lowe Wealth Advisors LLC10,360$318 09/30/2019
     IDV10,360$318 09/30/2019
Clarus Wealth Advisors10,190$313 09/30/2019
     IDV10,190$313 09/30/2019
Advisory Alpha LLC10,138$311 06/30/2019
     IDV10,138$311 06/30/2019
Independence Bank of Kentucky10,005$308 09/30/2019
     IDV10,005$308 09/30/2019
Crescent Grove Advisors LLC9,813$301 06/30/2019
     IDV9,813$301 06/30/2019
Stratos Wealth Partners LTD.9,755$300 06/30/2019
     IDV9,755$300 06/30/2019
Guidance Point Advisors LLC9,601$295 09/30/2019
     IDV9,601$295 09/30/2019
RDA Financial Network9,400$289 06/30/2019
     IDV9,400$289 06/30/2019
Essex Financial Services Inc.9,260$284 06/30/2019
     IDV9,260$284 06/30/2019
Calamos Wealth Management LLC9,147$281 09/30/2019
     IDV9,147$281 09/30/2019
CWM LLC9,104$280 09/30/2019
     IDV9,104$280 09/30/2019
Fifth Third Securities Inc.9,076$278 06/30/2019
     IDV9,076$278 06/30/2019
Argent Capital Management LLC8,995$276 06/30/2019
     IDV8,995$276 06/30/2019
CENTRAL TRUST Co8,820$272 06/30/2019
     IDV8,820$272 06/30/2019
Hudock Capital Group LLC8,850$271 06/30/2019
     IDV8,850$271 06/30/2019
Wooster Corthell Wealth Management Inc.8,624$265 06/30/2019
     IDV8,624$265 06/30/2019
Virtu Financial LLC8,608$264 06/30/2019
     IDV8,608$264 06/30/2019
ARGI Investment Services LLC8,499$261 06/30/2019
     IDV8,499$261 06/30/2019
Mather Group LLC.8,333$256 06/30/2019
     IDV8,333$256 06/30/2019
First Command Bank8,203$252 09/30/2019
     IDV8,203$252 09/30/2019
First Command Financial Services Inc.8,203$252 09/30/2019
     IDV8,203$252 09/30/2019
Chemung Canal Trust Co.8,123$250 09/30/2019
     IDV8,123$250 09/30/2019
Koshinski Asset Management Inc.8,033$247 06/30/2019
     IDV8,033$247 06/30/2019
Moors & Cabot Inc.7,989$246 09/30/2019
     IDV7,989$246 09/30/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management7,875$242 06/30/2019
     IDV7,875$242 06/30/2019
BCJ Capital Management LLC7,850$241 06/30/2019
     IDV7,850$241 06/30/2019
BLB&B Advisors LLC7,768$239 09/30/2019
     IDV7,768$239 09/30/2019
United Asset Strategies Inc.7,710$237 06/30/2019
     IDV7,710$237 06/30/2019
Mercer Global Advisors Inc. ADV7,637$235 06/30/2019
     IDV7,637$235 06/30/2019
Strategic Wealth Partners Ltd.7,675$235 06/30/2019
     IDV7,675$235 06/30/2019
Titus Wealth Management7,522$231 06/30/2019
     IDV7,522$231 06/30/2019
Sawtooth Solutions LLC7,209$221 06/30/2019
     IDV7,209$221 06/30/2019
Dearborn Partners LLC7,002$215 06/30/2019
     IDV7,002$215 06/30/2019
Dorsey & Whitney Trust CO LLC6,998$215 06/30/2019
     IDV6,998$215 06/30/2019
Betterment LLC6,910$212 06/30/2019
     IDV6,910$212 06/30/2019
Wealthcare Advisory Partners LLC6,802$209 09/30/2019
     IDV6,802$209 09/30/2019
Cambria Investment Management L.P.6,799$209 06/30/2019
     IDV6,799$209 06/30/2019
MAI Capital Management6,695$206 06/30/2019
     IDV6,695$206 06/30/2019
MorganRosel Wealth Management LLC6,700$206 06/30/2019
     IDV6,700$206 06/30/2019
Capital Investment Advisory Services LLC6,508$200 09/30/2019
     IDV6,508$200 09/30/2019
FTB Advisors Inc.6,331$194 06/30/2019
     IDV6,331$194 06/30/2019
Family Management Corp6,260$192 06/30/2019
     IDV6,260$192 06/30/2019
MV Capital Management Inc.6,198$190 06/30/2019
     IDV6,198$190 06/30/2019
Coastal Capital Group Inc.6,143$189 06/30/2019
     IDV6,143$189 06/30/2019
FMR LLC6,022$185 06/30/2019
     IDV6,022$185 06/30/2019
PDS Planning Inc5,201$160 06/30/2019
     IDV5,201$160 06/30/2019
Benjamin F. Edwards & Company Inc.5,037$155 06/30/2019
     IDV5,037$155 06/30/2019
Millburn Ridgefield Corp4,959$152 06/30/2019
     IDV4,959$152 06/30/2019
Centaurus Financial Inc.4,576$141 06/30/2019
     IDV4,576$141 06/30/2019
Ameritas Investment Partners Inc.4,595$141 06/30/2019
     IDV4,595$141 06/30/2019
Golden State Wealth Management LLC4,231$129 06/30/2019
     IDV4,231$129 06/30/2019
Capital Bank & Trust Co4,179$128 06/30/2019
     IDV4,179$128 06/30/2019
Webster Bank N. A.4,095$126 09/30/2019
     IDV4,095$126 09/30/2019
Patriot Financial Group Insurance Agency LLC3,974$123 06/30/2019
     IDV3,974$123 06/30/2019
Fieldpoint Private Securities LLC3,930$121 06/30/2019
     IDV3,930$121 06/30/2019
Crewe Advisors LLC3,677$113 06/30/2019
     IDV3,677$113 06/30/2019
First Personal Financial Services3,438$106 09/30/2019
     IDV3,438$106 09/30/2019
Carroll Financial Associates Inc.3,338$102 09/30/2019
     IDV3,338$102 09/30/2019
Brown Brothers Harriman & Co.3,280$101 06/30/2019
     IDV3,280$101 06/30/2019
Truewealth LLC3,254$100 09/30/2019
     IDV3,254$100 09/30/2019
Vigilant Capital Management LLC3,071$94 09/30/2019
     IDV3,071$94 09/30/2019
Sumitomo Mitsui Financial Group Inc.3,080$94 06/30/2019
     IDV3,080$94 06/30/2019
Oppenheimer Asset Management Inc.3,051$94 06/30/2019
     IDV3,051$94 06/30/2019
Farmers & Merchants Investments Inc.3,027$93 09/30/2019
     IDV3,027$93 09/30/2019
Heritage Wealth Advisors3,000$92 06/30/2019
     IDV3,000$92 06/30/2019
FinTrust Capital Advisors LLC2,857$88 06/30/2019
     IDV2,857$88 06/30/2019
Jacobi Capital Management LLC2,767$85 06/30/2019
     IDV2,767$85 06/30/2019
Front Row Advisors LLC2,398$74 06/30/2019
     IDV2,398$74 06/30/2019
Huntington National Bank2,175$67 06/30/2019
     IDV2,175$67 06/30/2019
McIlrath & Eck LLC2,082$64 06/30/2019
     IDV2,082$64 06/30/2019
Trust Co. of Vermont1,985$61 06/30/2019
     IDV1,985$61 06/30/2019
Barrett Asset Management LLC1,792$55 06/30/2019
     IDV1,792$55 06/30/2019
Shamrock Asset Management LLC1,730$53 06/30/2019
     IDV1,730$53 06/30/2019
Valeo Financial Advisors LLC1,644$51 09/30/2019
     IDV1,644$51 09/30/2019
Mycio Wealth Partners LLC1,647$51 06/30/2019
     IDV1,647$51 06/30/2019
Squar Milner Financial Services LLC1,560$47 09/30/2019
     IDV1,560$47 09/30/2019
Ellis Investment Partners LLC1,248$38 09/30/2019
     IDV1,248$38 09/30/2019
Fifth Third Bancorp1,230$38 06/30/2019
     IDV1,230$38 06/30/2019
Cutler Group LP $38 06/30/2019
     IDV1,299$39 06/30/2019
     Put4,400$1 06/30/2019
     Call11,900$0 06/30/2019
AdvisorNet Financial Inc1,158$36 06/30/2019
     IDV1,158$36 06/30/2019
North Star Investment Management Corp.1,075$33 09/30/2019
     IDV1,075$33 09/30/2019
Proficio Capital Partners LLC1,000$31 06/30/2019
     IDV1,000$31 06/30/2019
Financial Architects Inc896$28 06/30/2019
     IDV896$28 06/30/2019
Meridian Wealth Management LLC835$26 06/30/2019
     IDV835$26 06/30/2019
Archford Capital Strategies LLC800$25 06/30/2019
     IDV800$25 06/30/2019
Parallel Advisors LLC821$25 06/30/2019
     IDV821$25 06/30/2019
First Manhattan Co.731$22 06/30/2019
     IDV731$22 06/30/2019
Armor Investment Advisors LLC729$22 06/30/2019
     IDV729$22 06/30/2019
Glenmede Trust Co. NA685$21 06/30/2019
     IDV685$21 06/30/2019
Flagship Harbor Advisors LLC677$20 09/30/2019
     IDV677$20 09/30/2019
Capital Analysts LLC612$19 06/30/2019
     IDV612$19 06/30/2019
Tortoise Investment Management LLC592$18 06/30/2019
     IDV592$18 06/30/2019
Nvwm LLC515$16 06/30/2019
     IDV515$16 06/30/2019
Avestar Capital LLC525$16 06/30/2019
     IDV525$16 06/30/2019
Westside Investment Management Inc.498$15 06/30/2019
     IDV498$15 06/30/2019
Trustcore Financial Services LLC499$15 06/30/2019
     IDV499$15 06/30/2019
Winslow Evans & Crocker Inc.416$14 09/30/2019
     IDV416$14 09/30/2019
SRS Capital Advisors Inc.435$13 06/30/2019
     IDV435$13 06/30/2019
Emerald Investment Partners LLC432$13 06/30/2019
     IDV432$13 06/30/2019
Reilly Financial Advisors LLC400$12 09/30/2019
     IDV400$12 09/30/2019
Pinnacle Bank400$12 09/30/2019
     IDV400$12 09/30/2019
TCI Wealth Advisors Inc.344$11 09/30/2019
     IDV344$11 09/30/2019
Deutsche Bank AG363$11 06/30/2019
     IDV363$11 06/30/2019
Focused Wealth Management Inc325$10 06/30/2019
     IDV325$10 06/30/2019
Bogart Wealth LLC258$8 09/30/2019
     IDV258$8 09/30/2019
Asset Dedication LLC241$7 09/30/2019
     IDV241$7 09/30/2019
Captrust Financial Advisors217$7 06/30/2019
     IDV217$7 06/30/2019
Berman Capital Advisors LLC243$7 06/30/2019
     IDV243$7 06/30/2019
Sound Income Strategies LLC158$5 09/30/2019
     IDV158$5 09/30/2019
WestEnd Advisors LLC128$4 06/30/2019
     IDV128$4 06/30/2019
Larson Financial Group LLC108$3 09/30/2019
     IDV108$3 09/30/2019
Coastal Investment Advisors Inc.82$3 09/30/2019
     IDV82$3 09/30/2019
Salem Investment Counselors Inc.100$3 06/30/2019
     IDV100$3 06/30/2019
Enterprise Financial Services Corp100$3 06/30/2019
     IDV100$3 06/30/2019
Stonebridge Capital Advisors LLC100$3 06/30/2019
     IDV100$3 06/30/2019
Doyle Wealth Management100$3 06/30/2019
     IDV100$3 06/30/2019
Laurel Wealth Advisors LLC74$2 06/30/2019
     IDV74$2 06/30/2019
Lake Point Wealth Management56$2 06/30/2019
     IDV56$2 06/30/2019
Sonora Investment Management LLC41$1 09/30/2019
     IDV41$1 09/30/2019
Financial Gravity Wealth Inc.9$0 09/30/2019
     IDV9$0 09/30/2019
Psagot Investment House Ltd.1$0 06/30/2019
     IDV1$0 06/30/2019
Parallax Volatility Advisers L.P.1$0 06/30/2019
     IDV1$0 06/30/2019
Susquehanna International Group LLP12,700$-3 06/30/2019
     Put12,800$393 06/30/2019
     Call12,700$390 06/30/2019

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

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