HoldingsChannel.com
Funds Holding IDV

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE12,163,926$340,468 12/31/2023
     IDV12,163,926$340,468 12/31/2023
Morgan Stanley6,777,366$189,699 12/31/2023
     IDV6,777,366$189,699 12/31/2023
Envestnet Asset Management Inc.4,920,516$137,725 12/31/2023
     IDV4,920,516$137,725 12/31/2023
Ameriprise Financial Inc.4,046,067$113,003 12/31/2023
     IDV4,046,067$113,003 12/31/2023
UBS Group AG2,856,896$79,965 12/31/2023
     IDV2,856,896$79,965 12/31/2023
Wells Fargo & Company MN2,429,750$68,009 12/31/2023
     IDV2,429,750$68,009 12/31/2023
Bank of New York Mellon Corp2,123,509$59,437 12/31/2023
     IDV2,123,509$59,437 12/31/2023
US Bancorp DE2,042,758$57,177 12/31/2023
     IDV2,042,758$57,177 12/31/2023
Mercer Global Advisors Inc. ADV1,762,337$49,328 12/31/2023
     IDV1,762,337$49,328 12/31/2023
LPL Financial LLC1,757,760$49,200 12/31/2023
     IDV1,757,760$49,200 12/31/2023
Royal Bank of Canada1,485,408$41,576 12/31/2023
     IDV1,485,408$41,576 12/31/2023
Scotia Capital Inc.1,185,270$33,176 12/31/2023
     IDV1,185,270$33,176 12/31/2023
Regions Financial Corp1,149,639$32,178 12/31/2023
     IDV1,149,639$32,178 12/31/2023
Orion Portfolio Solutions LLC1,104,167$30,895 12/31/2023
     IDV1,104,167$30,895 12/31/2023
Alliancebernstein L.P.1,101,201$30,823 12/31/2023
     IDV1,101,201$30,823 12/31/2023
Assetmark Inc.962,697$26,946 12/31/2023
     IDV962,697$26,946 12/31/2023
JPMorgan Chase & Co.901,089$25,221 12/31/2023
     IDV901,089$25,221 12/31/2023
FUKOKU MUTUAL LIFE INSURANCE Co898,000$25,135 12/31/2023
     IDV898,000$25,135 12/31/2023
GDS Wealth Management854,642$23,921 12/31/2023
     IDV854,642$23,921 12/31/2023
Raymond James Financial Services Advisors Inc.800,289$22,400 12/31/2023
     IDV800,289$22,400 12/31/2023
BlackRock Inc.783,537$21,931 12/31/2023
     IDV783,537$21,931 12/31/2023
Signature Estate & Investment Advisors LLC681,343$19,071 12/31/2023
     IDV681,343$19,071 12/31/2023
Janney Montgomery Scott LLC669,767$18,747 12/31/2023
     IDV669,767$18,747 12/31/2023
Stifel Financial Corp651,154$18,226 12/31/2023
     IDV651,154$18,226 12/31/2023
Parallel Advisors LLC645,720$18,074 12/31/2023
     IDV645,720$18,074 12/31/2023
The Manufacturers Life Insurance Company 637,149$17,834 12/31/2023
     IDV637,149$17,834 12/31/2023
The PNC Financial Services Group Inc.561,992$15,730 12/31/2023
     IDV561,992$15,730 12/31/2023
Advisor Group Holdings Inc.558,878$15,647 12/31/2023
     IDV558,878$15,647 12/31/2023
GHP Investment Advisors Inc.523,509$14,653 12/31/2023
     IDV523,509$14,653 12/31/2023
Fountainhead AM LLC516,344$14,452 12/31/2023
     IDV516,344$14,452 12/31/2023
Baird Financial Group Inc.504,998$14,135 12/31/2023
     IDV504,998$14,135 12/31/2023
Commonwealth Equity Services LLC500,526$14,010 12/31/2023
     IDV500,526$14,010 12/31/2023
Securian Asset Management Inc500,000$13,995 12/31/2023
     IDV500,000$13,995 12/31/2023
Northwestern Mutual Wealth Management Co.471,379$13,194 12/31/2023
     IDV471,379$13,194 12/31/2023
Raymond James & Associates457,462$12,804 12/31/2023
     IDV457,462$12,804 12/31/2023
Jane Street Group LLC450,886$12,620 12/31/2023
     IDV450,886$12,620 12/31/2023
Linscomb & Williams Inc.410,492$11,490 12/31/2023
     IDV410,492$11,490 12/31/2023
OLD Mission Capital LLC377,567$10,568 12/31/2023
     IDV377,567$10,568 12/31/2023
Huntington National Bank371,589$10,401 12/31/2023
     IDV371,589$10,401 12/31/2023
Bangor Savings Bank369,509$10,361 03/31/2024
     IDV369,509$10,361 03/31/2024
Eagle Bluffs Wealth Management LLC365,610$10,233 12/31/2023
     IDV365,610$10,233 12/31/2023
Destination Wealth Management363,597$10,177 12/31/2023
     IDV363,597$10,177 12/31/2023
Operose Advisors LLC334,520$9,363 12/31/2023
     IDV334,520$9,363 12/31/2023
HighTower Advisors LLC331,180$9,265 12/31/2023
     IDV331,180$9,265 12/31/2023
Comerica Bank294,926$8,255 12/31/2023
     IDV294,926$8,255 12/31/2023
Cowa LLC293,135$8,205 12/31/2023
     IDV293,135$8,205 12/31/2023
Forte Asset Management LLC291,250$8,152 12/31/2023
     IDV291,250$8,152 12/31/2023
River & Mercantile LLC282,058$7,895 12/31/2023
     IDV282,058$7,895 12/31/2023
Cetera Investment Advisers276,288$7,733 12/31/2023
     IDV276,288$7,733 12/31/2023
Truist Financial Corp273,235$7,648 12/31/2023
     IDV273,235$7,648 12/31/2023
CX Institutional243,905$6,839 03/31/2024
     IDV243,905$6,839 03/31/2024
Citadel Advisors LLC $6,804 12/31/2023
     IDV244,289$6,838 12/31/2023
     Put2,200$62 12/31/2023
     Call1,000$28 12/31/2023
Thrivent Financial for Lutherans235,949$6,604 12/31/2023
     IDV235,949$6,604 12/31/2023
Financial Advisory Service Inc.235,565$6,593 12/31/2023
     IDV235,565$6,593 12/31/2023
Luken Investment Analytics LLC224,756$6,291 12/31/2023
     IDV224,756$6,291 12/31/2023
Angeles Investment Advisors LLC218,955$6,129 12/31/2023
     IDV218,955$6,129 12/31/2023
Honkamp Krueger Financial Services Inc.216,275$6,054 12/31/2023
     IDV216,275$6,054 12/31/2023
Franklin Resources Inc.215,449$6,030 12/31/2023
     IDV215,449$6,030 12/31/2023
Meeder Advisory Services Inc.208,684$5,841 12/31/2023
     IDV208,684$5,841 12/31/2023
Institutional & Family Asset Management LLC192,998$5,402 12/31/2023
     IDV192,998$5,402 12/31/2023
Cetera Advisor Networks LLC189,023$5,291 12/31/2023
     IDV189,023$5,291 12/31/2023
Steward Partners Investment Advisory LLC185,831$5,201 12/31/2023
     IDV185,831$5,201 12/31/2023
Johnson & White Wealth Management LLC180,778$5,069 03/31/2024
     IDV180,778$5,069 03/31/2024
CWM LLC179,368$5,029 03/31/2024
     IDV179,368$5,029 03/31/2024
Synovus Financial Corp179,120$5,014 12/31/2023
     IDV179,120$5,014 12/31/2023
D.A. Davidson & CO.178,860$5,006 12/31/2023
     IDV178,860$5,006 12/31/2023
Connectus Wealth LLC178,388$4,999 12/31/2023
     IDV178,388$4,999 12/31/2023
Mariner LLC167,492$4,688 12/31/2023
     IDV167,492$4,688 12/31/2023
AdvisorNet Financial Inc164,170$4,603 03/31/2024
     IDV164,170$4,603 03/31/2024
Curran Financial Partners LLC166,927$4,589 12/31/2023
     IDV166,927$4,589 12/31/2023
MML Investors Services LLC153,066$4,284 12/31/2023
     IDV153,066$4,284 12/31/2023
Avantax Advisory Services Inc.151,967$4,254 12/31/2023
     IDV151,967$4,254 12/31/2023
Flow Traders U.S. LLC151,721$4,247 12/31/2023
     IDV151,721$4,247 12/31/2023
We Are One Seven LLC141,701$3,966 12/31/2023
     IDV141,701$3,966 12/31/2023
Cerity Partners LLC134,236$3,757 12/31/2023
     IDV134,236$3,757 12/31/2023
Kerntke Otto McGlone Wealth Management Group130,366$3,649 12/31/2023
     IDV130,366$3,649 12/31/2023
Bank of Hawaii129,520$3,625 12/31/2023
     IDV129,520$3,625 12/31/2023
Wetzel Investment Advisors Inc.129,407$3,622 12/31/2023
     IDV129,407$3,622 12/31/2023
Heartwood Wealth Advisors LLC128,420$3,601 03/31/2024
     IDV128,420$3,601 03/31/2024
Murphy Middleton Hinkle & Parker Inc.121,468$3,406 03/31/2024
     IDV121,468$3,406 03/31/2024
Sterling Financial Planning Inc.121,409$3,398 12/31/2023
     IDV121,409$3,398 12/31/2023
Cambridge Investment Research Advisors Inc.119,078$3,333 12/31/2023
     IDV119,078$3,333 12/31/2023
Wealth Enhancement Advisory Services LLC117,889$3,306 03/31/2024
     IDV117,889$3,306 03/31/2024
Rockefeller Capital Management L.P.117,461$3,288 12/31/2023
     IDV117,461$3,288 12/31/2023
Gunma Bank Ltd.116,000$3,247 12/31/2023
     IDV116,000$3,247 12/31/2023
Wade G W & Inc.112,782$3,157 12/31/2023
     IDV112,782$3,157 12/31/2023
TD Waterhouse Canada Inc.100,086$3,023 12/31/2023
     IDV100,086$3,023 12/31/2023
EverSource Wealth Advisors LLC107,713$3,015 12/31/2023
     IDV107,713$3,015 12/31/2023
Creative Planning107,417$3,007 12/31/2023
     IDV107,417$3,007 12/31/2023
StrategIQ Financial Group LLC107,365$3,005 12/31/2023
     IDV107,365$3,005 12/31/2023
AE Wealth Management LLC105,229$2,910 12/31/2023
     IDV105,229$2,910 12/31/2023
Pinnacle Wealth Management Group Inc.101,744$2,848 12/31/2023
     IDV101,744$2,848 12/31/2023
Park Avenue Securities LLC97,389$2,731 03/31/2024
     IDV97,389$2,731 03/31/2024
Renaissance Technologies LLC97,200$2,721 12/31/2023
     IDV97,200$2,721 12/31/2023
Sunflower Bank N.A.95,771$2,685 03/31/2024
     IDV95,771$2,685 03/31/2024
Balentine LLC93,110$2,606 12/31/2023
     IDV93,110$2,606 12/31/2023
Argent Advisors Inc.91,694$2,567 12/31/2023
     IDV91,694$2,567 12/31/2023
Beverly Hills Private Wealth LLC89,236$2,498 12/31/2023
     IDV89,236$2,498 12/31/2023
Cetera Advisors LLC88,440$2,475 12/31/2023
     IDV88,440$2,475 12/31/2023
American Money Management LLC88,237$2,470 12/31/2023
     IDV88,237$2,470 12/31/2023
Mutual Advisors LLC86,481$2,421 12/31/2023
     IDV86,481$2,421 12/31/2023
Thrive Capital Management LLC85,065$2,381 12/31/2023
     IDV85,065$2,381 12/31/2023
Kestra Advisory Services LLC77,313$2,164 12/31/2023
     IDV77,313$2,164 12/31/2023
Commerce Bank77,004$2,155 12/31/2023
     IDV77,004$2,155 12/31/2023
Marino Stram & Associates LLC76,387$2,138 12/31/2023
     IDV76,387$2,138 12/31/2023
Mirae Asset Global Investments Co. Ltd.74,500$2,085 12/31/2023
     IDV74,500$2,085 12/31/2023
AlTi Global Inc.73,953$2,070 12/31/2023
     IDV73,953$2,070 12/31/2023
Blair William & Co. IL73,366$2,054 12/31/2023
     IDV73,366$2,054 12/31/2023
JNBA Financial Advisors73,332$2,053 12/31/2023
     IDV73,332$2,053 12/31/2023
Apollon Wealth Management LLC71,946$2,014 12/31/2023
     IDV71,946$2,014 12/31/2023
Wealth Advisory Solutions LLC71,534$2,002 12/31/2023
     IDV71,534$2,002 12/31/2023
NewEdge Wealth LLC70,668$1,978 12/31/2023
     IDV70,668$1,978 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management67,908$1,901 12/31/2023
     IDV67,908$1,901 12/31/2023
180 Wealth Advisors LLC67,019$1,879 03/31/2024
     IDV67,019$1,879 03/31/2024
Prime Capital Investment Advisors LLC66,761$1,869 12/31/2023
     IDV66,761$1,869 12/31/2023
Precedent Wealth Partners LLC66,751$1,868 12/31/2023
     IDV66,751$1,868 12/31/2023
Hancock Whitney Corp63,772$1,785 12/31/2023
     IDV63,772$1,785 12/31/2023
Raymond James Trust N.A.63,523$1,778 12/31/2023
     IDV63,523$1,778 12/31/2023
Snowden Capital Advisors LLC62,541$1,751 12/31/2023
     IDV62,541$1,751 12/31/2023
Sound Stewardship LLC62,411$1,747 12/31/2023
     IDV62,411$1,747 12/31/2023
Fort Point Capital Partners LLC62,130$1,739 12/31/2023
     IDV62,130$1,739 12/31/2023
Equitable Holdings Inc.61,887$1,732 12/31/2023
     IDV61,887$1,732 12/31/2023
Gould Asset Management LLC CA60,260$1,687 12/31/2023
     IDV60,260$1,687 12/31/2023
GWM Advisors LLC60,868$1,679 12/31/2023
     IDV60,868$1,679 12/31/2023
Goldman Sachs Group Inc.59,038$1,652 12/31/2023
     IDV59,038$1,652 12/31/2023
Private Advisor Group LLC58,887$1,648 12/31/2023
     IDV58,887$1,648 12/31/2023
Crescent Grove Advisors LLC57,396$1,607 12/31/2023
     IDV57,396$1,607 12/31/2023
Mission Creek Capital Partners Inc.55,895$1,564 12/31/2023
     IDV55,895$1,564 12/31/2023
First Commonwealth Financial Corp PA 54,356$1,521 12/31/2023
     IDV54,356$1,521 12/31/2023
Archetype Wealth Partners LLC53,953$1,510 12/31/2023
     IDV53,953$1,510 12/31/2023
Hennion & Walsh Asset Management Inc.53,157$1,491 03/31/2024
     IDV53,157$1,491 03/31/2024
Motco50,908$1,425 12/31/2023
     IDV50,908$1,425 12/31/2023
Squarepoint Ops LLC50,592$1,416 12/31/2023
     IDV50,592$1,416 12/31/2023
Beacon Pointe Advisors LLC49,958$1,398 12/31/2023
     IDV49,958$1,398 12/31/2023
Integrated Wealth Concepts LLC49,345$1,381 12/31/2023
     IDV49,345$1,381 12/31/2023
Oversea Chinese Banking CORP Ltd48,794$1,366 12/31/2023
     IDV48,794$1,366 12/31/2023
Savant Capital LLC48,633$1,361 12/31/2023
     IDV48,633$1,361 12/31/2023
Financial Perspectives Inc48,131$1,347 12/31/2023
     IDV48,131$1,347 12/31/2023
Stephens Inc. AR47,355$1,325 12/31/2023
     IDV47,355$1,325 12/31/2023
Financial Counselors Inc.46,384$1,298 12/31/2023
     IDV46,384$1,298 12/31/2023
Atria Wealth Solutions Inc.46,028$1,288 12/31/2023
     IDV46,028$1,288 12/31/2023
Annex Advisory Services LLC44,866$1,258 03/31/2024
     IDV44,866$1,258 03/31/2024
Oppenheimer & Co. Inc.44,558$1,247 12/31/2023
     IDV44,558$1,247 12/31/2023
Petix & Botte Co44,566$1,247 12/31/2023
     IDV44,566$1,247 12/31/2023
Lido Advisors LLC44,408$1,243 12/31/2023
     IDV44,408$1,243 12/31/2023
MAI Capital Management43,982$1,231 12/31/2023
     IDV43,982$1,231 12/31/2023
RFG Advisory LLC43,692$1,225 03/31/2024
     IDV43,692$1,225 03/31/2024
Brookstone Capital Management42,050$1,179 03/31/2024
     IDV42,050$1,179 03/31/2024
Capital Wealth Alliance LLC40,325$1,129 12/31/2023
     IDV40,325$1,129 12/31/2023
Sowell Financial Services LLC39,291$1,100 12/31/2023
     IDV39,291$1,100 12/31/2023
Monticello Wealth Management LLC39,024$1,092 12/31/2023
     IDV39,024$1,092 12/31/2023
FinTrust Capital Advisors LLC37,318$1,045 12/31/2023
     IDV37,318$1,045 12/31/2023
J.W. Cole Advisors Inc.36,860$1,032 12/31/2023
     IDV36,860$1,032 12/31/2023
Stolper Co36,352$1,019 03/31/2024
     IDV36,352$1,019 03/31/2024
Fragasso Group Inc.36,208$1,015 03/31/2024
     IDV36,208$1,015 03/31/2024
Berkshire Bank35,815$1,002 12/31/2023
     IDV35,815$1,002 12/31/2023
IFP Advisors Inc35,450$992 12/31/2023
     IDV35,450$992 12/31/2023
WealthTrust Axiom LLC35,258$987 12/31/2023
     IDV35,258$987 12/31/2023
Oxinas Partners Wealth Management LLC34,794$976 03/31/2024
     IDV34,794$976 03/31/2024
NTV Asset Management LLC34,750$973 12/31/2023
     IDV34,750$973 12/31/2023
Bogart Wealth LLC34,486$965 12/31/2023
     IDV34,486$965 12/31/2023
Capital Analysts LLC34,447$964 12/31/2023
     IDV34,447$964 12/31/2023
Wharton Business Group LLC33,835$947 12/31/2023
     IDV33,835$947 12/31/2023
Kingsview Wealth Management LLC33,699$943 12/31/2023
     IDV33,699$943 12/31/2023
Northcape Wealth Management LLC33,172$928 12/31/2023
     IDV33,172$928 12/31/2023
Miracle Mile Advisors LLC32,280$905 03/31/2024
     IDV32,280$905 03/31/2024
Grayhawk Investment Strategies Inc.32,270$903 12/31/2023
     IDV32,270$903 12/31/2023
Daiwa Securities Group Inc.32,210$902 12/31/2023
     IDV32,210$902 12/31/2023
Ironwood Financial llc31,932$895 03/31/2024
     IDV31,932$895 03/31/2024
U.S. Capital Wealth Advisors LLC31,091$870 12/31/2023
     IDV31,091$870 12/31/2023
National Bank of Canada FI30,248$844 12/31/2023
     IDV30,248$844 12/31/2023
Beta Wealth Group Inc.29,878$836 12/31/2023
     IDV29,878$836 12/31/2023
Qube Research & Technologies Ltd29,863$836 12/31/2023
     IDV29,863$836 12/31/2023
Mechanics Bank Trust Department29,701$833 03/31/2024
     IDV29,701$833 03/31/2024
Brandywine Oak Private Wealth LLC29,618$829 12/31/2023
     IDV29,618$829 12/31/2023
MONECO Advisors LLC29,588$828 12/31/2023
     IDV29,588$828 12/31/2023
American Capital Advisory LLC29,261$819 12/31/2023
     IDV29,261$819 12/31/2023
Collective Family Office LLC29,109$816 03/31/2024
     IDV29,109$816 03/31/2024
Whittier Trust Co.29,042$813 12/31/2023
     IDV29,042$813 12/31/2023
Concord Wealth Partners29,014$812 12/31/2023
     IDV29,014$812 12/31/2023
Susquehanna International Group LLP $773 12/31/2023
     Call39,500$1,106 12/31/2023
     Put11,900$333 12/31/2023
Virtu Financial LLC26,419$739 12/31/2023
     IDV26,419$739 12/31/2023
Foundations Investment Advisors LLC26,090$726 12/31/2023
     IDV26,090$726 12/31/2023
Auour Investments LLC26,486$723 12/31/2023
     IDV26,486$723 12/31/2023
Vicus Capital25,314$710 03/31/2024
     IDV25,314$710 03/31/2024
Clearstead Advisors LLC25,154$704 12/31/2023
     IDV25,154$704 12/31/2023
Trustmark National Bank Trust Department25,059$701 12/31/2023
     IDV25,059$701 12/31/2023
Valmark Advisers Inc.25,028$701 12/31/2023
     IDV25,028$701 12/31/2023
Financial Advisory Partners LLC24,822$696 03/31/2024
     IDV24,822$696 03/31/2024
Resources Investment Advisors LLC.24,532$687 12/31/2023
     IDV24,532$687 12/31/2023
TFB Advisors LLC24,322$681 12/31/2023
     IDV24,322$681 12/31/2023
Unique Wealth LLC24,164$678 03/31/2024
     IDV24,164$678 03/31/2024
Ehrlich Financial Group24,022$674 03/31/2024
     IDV24,022$674 03/31/2024
Moneta Group Investment Advisors LLC23,980$671 12/31/2023
     IDV23,980$671 12/31/2023
Peregrine Asset Advisers Inc.23,989$671 12/31/2023
     IDV23,989$671 12/31/2023
Hubbell Strickland Wealth Management LLC23,597$662 03/31/2024
     IDV23,597$662 03/31/2024
Prospera Financial Services Inc23,383$654 12/31/2023
     IDV23,383$654 12/31/2023
Leavell Investment Management Inc.23,337$653 12/31/2023
     IDV23,337$653 12/31/2023
Planned Solutions Inc.23,194$649 12/31/2023
     IDV23,194$649 12/31/2023
Monetary Management Group Inc.22,500$630 12/31/2023
     IDV22,500$630 12/31/2023
Atlas Private Wealth Advisors22,400$627 12/31/2023
     IDV22,400$627 12/31/2023
National Asset Management Inc.22,379$626 12/31/2023
     IDV22,379$626 12/31/2023
Benjamin F. Edwards & Company Inc.22,038$617 12/31/2023
     IDV22,038$617 12/31/2023
Curbstone Financial Management Corp21,910$614 03/31/2024
     IDV21,910$614 03/31/2024
Fifth Third Wealth Advisors LLC21,762$610 03/31/2024
     IDV21,762$610 03/31/2024
Wealthcare Advisory Partners LLC21,277$597 03/31/2024
     IDV21,277$597 03/31/2024
Fort Sheridan Advisors LLC21,315$597 12/31/2023
     IDV21,315$597 12/31/2023
Lbmc Investment Advisors LLC21,125$592 03/31/2024
     IDV21,125$592 03/31/2024
Patten & Patten Inc. TN20,710$580 12/31/2023
     IDV20,710$580 12/31/2023
DAVENPORT & Co LLC20,644$578 12/31/2023
     IDV20,644$578 12/31/2023
Toronto Dominion Bank20,581$576 12/31/2023
     IDV20,581$576 12/31/2023
Bank of Montreal Can20,427$573 12/31/2023
     IDV20,427$573 12/31/2023
Hsbc Holdings PLC20,106$563 12/31/2023
     IDV20,106$563 12/31/2023
Onyx Bridge Wealth Group LLC20,096$562 12/31/2023
     IDV20,096$562 12/31/2023
Investmark Advisory Group LLC19,838$555 12/31/2023
     IDV19,838$555 12/31/2023
Fortitude Family Office LLC19,250$540 03/31/2024
     IDV19,250$540 03/31/2024
New Republic Capital LLC19,120$535 12/31/2023
     IDV19,120$535 12/31/2023
Valeo Financial Advisors LLC19,061$534 12/31/2023
     IDV19,061$534 12/31/2023
Clarity Capital Partners LLC18,749$525 12/31/2023
     IDV18,749$525 12/31/2023
Sunbelt Securities Inc.18,627$522 03/31/2024
     IDV18,627$522 03/31/2024
Access Investment Management LLC18,410$515 12/31/2023
     IDV18,410$515 12/31/2023
Landaas & Co. WI ADV18,027$505 12/31/2023
     IDV18,027$505 12/31/2023
Syntax Research Inc.17,873$500 12/31/2023
     IDV17,873$500 12/31/2023
Integris Wealth Management LLC17,568$492 12/31/2023
     IDV17,568$492 12/31/2023
Proequities Inc.17,186$481 12/31/2023
     IDV17,186$481 12/31/2023
Envestnet Portfolio Solutions Inc.16,974$475 12/31/2023
     IDV16,974$475 12/31/2023
Eagle Strategies LLC16,683$467 12/31/2023
     IDV16,683$467 12/31/2023
Fiduciary Group LLC16,586$464 12/31/2023
     IDV16,586$464 12/31/2023
Van Hulzen Asset Management LLC16,074$450 12/31/2023
     IDV16,074$450 12/31/2023
Steward Partners Investment Solutions LLC15,799$442 12/31/2023
     IDV15,799$442 12/31/2023
Ameritas Advisory Services LLC15,801$442 12/31/2023
     IDV15,801$442 12/31/2023
Summit Financial Group Inc.15,730$441 03/31/2024
     IDV15,730$441 03/31/2024
BancorpSouth Bank15,691$439 12/31/2023
     IDV15,691$439 12/31/2023
Braun Bostich & Associates Inc.15,619$437 12/31/2023
     IDV15,619$437 12/31/2023
Stratos Wealth Partners LTD.15,523$435 03/31/2024
     IDV15,523$435 03/31/2024
First Citizens Financial Corp15,537$435 12/31/2023
     IDV15,537$435 12/31/2023
Advisory Services Network LLC15,459$433 12/31/2023
     IDV15,459$433 12/31/2023
Chemung Canal Trust Co.15,365$431 03/31/2024
     IDV15,365$431 03/31/2024
Panoramic Investment Advisors LLC15,396$431 12/31/2023
     IDV15,396$431 12/31/2023
Security National Bank14,976$420 03/31/2024
     IDV14,976$420 03/31/2024
Pacific Center for Financial Services15,023$420 12/31/2023
     IDV15,023$420 12/31/2023
Whittier Trust Co. of Nevada Inc.14,817$415 12/31/2023
     IDV14,817$415 12/31/2023
Private Portfolio Partners LLC14,732$412 12/31/2023
     IDV14,732$412 12/31/2023
Chicago Partners Investment Group LLC14,656$403 12/31/2023
     IDV14,656$403 12/31/2023
Noble Family Wealth LLC14,248$400 03/31/2024
     IDV14,248$400 03/31/2024
Kestra Private Wealth Services LLC14,302$400 12/31/2023
     IDV14,302$400 12/31/2023
Wedbush Securities Inc.14,050$393 12/31/2023
     IDV14,050$393 12/31/2023
Comprehensive Financial Consultants Institutional Inc.13,854$388 12/31/2023
     IDV13,854$388 12/31/2023
Cherry Tree Wealth Management LLC13,832$387 12/31/2023
     IDV13,832$387 12/31/2023
Aspiriant LLC13,655$383 03/31/2024
     IDV13,655$383 03/31/2024
Bluesphere Advisors LLC13,641$382 12/31/2023
     IDV13,641$382 12/31/2023
Newbridge Financial Services Group Inc.13,534$379 12/31/2023
     IDV13,534$379 12/31/2023
Fundamentun LLC13,493$378 03/31/2024
     IDV13,493$378 03/31/2024
Lake Street Financial LLC13,517$378 12/31/2023
     IDV13,517$378 12/31/2023
Haverford Trust Co.13,250$371 12/31/2023
     IDV13,250$371 12/31/2023
Sawtooth Solutions LLC13,220$370 12/31/2023
     IDV13,220$370 12/31/2023
Bleakley Financial Group LLC13,220$370 12/31/2023
     IDV13,220$370 12/31/2023
Harbour Investments Inc.13,019$364 12/31/2023
     IDV13,019$364 12/31/2023
Daymark Wealth Partners LLC12,633$354 03/31/2024
     IDV12,633$354 03/31/2024
Meeder Asset Management Inc.12,556$351 12/31/2023
     IDV12,556$351 12/31/2023
Saxon Interests Inc.12,289$345 03/31/2024
     IDV12,289$345 03/31/2024
SWS Partners12,236$342 12/31/2023
     IDV12,236$342 12/31/2023
Element Wealth LLC12,221$342 12/31/2023
     IDV12,221$342 12/31/2023
Horizon Family Wealth Inc.12,167$341 12/31/2023
     IDV12,167$341 12/31/2023
Hilltop Holdings Inc.12,139$340 12/31/2023
     IDV12,139$340 12/31/2023
First Merchants Corp12,062$337 12/31/2023
     IDV12,062$337 12/31/2023
MA Private Wealth11,989$336 12/31/2023
     IDV11,989$336 12/31/2023
Actinver Wealth Management Inc.12,003$336 12/31/2023
     IDV12,003$336 12/31/2023
BOS Asset Management LLC11,899$333 12/31/2023
     IDV11,899$333 12/31/2023
Arete Wealth Advisors LLC11,878$332 12/31/2023
     IDV11,878$332 12/31/2023
Granite Bay Wealth Management LLC12,673$330 12/31/2023
     IDV12,673$330 12/31/2023
Two Sigma Securities LLC11,732$328 12/31/2023
     IDV11,732$328 12/31/2023
Webster Bank N. A.11,530$323 03/31/2024
     IDV11,530$323 03/31/2024
Prudential Financial Inc.11,551$323 12/31/2023
     IDV11,551$323 12/31/2023
Community Bank & Trust Waco Texas11,531$323 12/31/2023
     IDV11,531$323 12/31/2023
Mathes Company Inc.11,500$322 12/31/2023
     IDV11,500$322 12/31/2023
Paragon Advisors LLC11,453$321 12/31/2023
     IDV11,453$321 12/31/2023
Moloney Securities Asset Management LLC10,995$308 12/31/2023
     IDV10,995$308 12/31/2023
Gladstone Institutional Advisory LLC11,006$308 12/31/2023
     IDV11,006$308 12/31/2023
CIBC World Markets Inc.10,949$306 12/31/2023
     IDV10,949$306 12/31/2023
West Bancorporation Inc.10,752$301 12/31/2023
     IDV10,752$301 12/31/2023
Captrust Financial Advisors10,627$297 12/31/2023
     IDV10,627$297 12/31/2023
Koshinski Asset Management Inc.10,628$297 12/31/2023
     IDV10,628$297 12/31/2023
SeaCrest Wealth Management LLC10,331$290 03/31/2024
     IDV10,331$290 03/31/2024
Cedar Brook Financial Partners LLC10,233$287 03/31/2024
     IDV10,233$287 03/31/2024
Capital Advisors Ltd. LLC10,193$285 12/31/2023
     IDV10,193$285 12/31/2023
International Assets Investment Management LLC10,083$282 03/31/2024
     IDV10,083$282 03/31/2024
Johnson Financial Group Inc.10,000$280 12/31/2023
     IDV10,000$280 12/31/2023
Navis Wealth Advisors LLC10,000$280 12/31/2023
     IDV10,000$280 12/31/2023
TCI Wealth Advisors Inc.9,945$278 12/31/2023
     IDV9,945$278 12/31/2023
Patton Albertson Miller Group LLC9,860$276 12/31/2023
     IDV9,860$276 12/31/2023
Leo Wealth LLC9,839$275 12/31/2023
     IDV9,839$275 12/31/2023
GYL Financial Synergies LLC9,795$274 12/31/2023
     IDV9,795$274 12/31/2023
MJP Associates Inc. ADV9,602$269 03/31/2024
     IDV9,602$269 03/31/2024
Change Path LLC9,619$269 12/31/2023
     IDV9,619$269 12/31/2023
Advisor OS LLC9,602$269 12/31/2023
     IDV9,602$269 12/31/2023
Beacon Financial Advisory LLC9,475$265 12/31/2023
     IDV9,475$265 12/31/2023
Regal Investment Advisors LLC9,278$260 12/31/2023
     IDV9,278$260 12/31/2023
Legacy Private Trust Co.9,250$259 03/31/2024
     IDV9,250$259 03/31/2024
Abundance Wealth Counselors9,216$258 12/31/2023
     IDV9,216$258 12/31/2023
Rehmann Capital Advisory Group9,171$257 12/31/2023
     IDV9,171$257 12/31/2023
Keystone Financial Group9,112$255 12/31/2023
     IDV9,112$255 12/31/2023
Western Wealth Management LLC9,094$255 12/31/2023
     IDV9,094$255 12/31/2023
Texas Capital Bank Wealth Management Services Inc.9,012$252 12/31/2023
     IDV9,012$252 12/31/2023
Platte River Wealth Advisors LLC8,881$249 12/31/2023
     IDV8,881$249 12/31/2023
PFG Investments LLC8,885$249 12/31/2023
     IDV8,885$249 12/31/2023
Townsend & Associates Inc8,939$246 12/31/2023
     IDV8,939$246 12/31/2023
Trexquant Investment LP8,744$245 12/31/2023
     IDV8,744$245 12/31/2023
Wealthsource Partners LLC8,750$245 12/31/2023
     IDV8,750$245 12/31/2023
Evercore Wealth Management LLC8,641$242 12/31/2023
     IDV8,641$242 12/31/2023
Mayflower Financial Advisors LLC8,637$242 12/31/2023
     IDV8,637$242 12/31/2023
Tanglewood Wealth Management Inc.8,575$240 12/31/2023
     IDV8,575$240 12/31/2023
Level Four Advisory Services LLC8,414$236 12/31/2023
     IDV8,414$236 12/31/2023
Lakeridge Wealth Management LLC8,373$234 12/31/2023
     IDV8,373$234 12/31/2023
Accredited Investors Inc.8,322$233 12/31/2023
     IDV8,322$233 12/31/2023
HC Advisors LLC8,335$233 12/31/2023
     IDV8,335$233 12/31/2023
TFG Advisers LLC8,311$233 12/31/2023
     IDV8,311$233 12/31/2023
Creekmur Asset Management LLC8,239$231 12/31/2023
     IDV8,239$231 12/31/2023
Beacon Bridge Wealth Partners LLC8,152$228 12/31/2023
     IDV8,152$228 12/31/2023
Lockerman Financial Group Inc.7,848$220 03/31/2024
     IDV7,848$220 03/31/2024
Barrett & Company Inc.7,714$216 03/31/2024
     IDV7,714$216 03/31/2024
McKinley Carter Wealth Services Inc.7,347$206 12/31/2023
     IDV7,347$206 12/31/2023
Stratos Wealth Advisors LLC7,188$202 03/31/2024
     IDV7,188$202 03/31/2024
Ascent Group LLC7,367$202 12/31/2023
     IDV7,367$202 12/31/2023
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main7,100$198 12/31/2023
     IDV7,100$198 12/31/2023
Brown Brothers Harriman & Co.7,000$196 12/31/2023
     IDV7,000$196 12/31/2023
Gradient Investments LLC6,970$195 12/31/2023
     IDV6,970$195 12/31/2023
Spire Wealth Management6,786$185 12/31/2023
     IDV6,786$185 12/31/2023
Geneos Wealth Management Inc.6,513$182 12/31/2023
     IDV6,513$182 12/31/2023
APCM Wealth Management for Individuals6,390$179 03/31/2024
     IDV6,390$179 03/31/2024
Atlantic Private Wealth LLC6,070$170 12/31/2023
     IDV6,070$170 12/31/2023
FMR LLC5,900$165 12/31/2023
     IDV5,900$165 12/31/2023
Farther Finance Advisors LLC5,753$161 12/31/2023
     IDV5,753$161 12/31/2023
Ballast Advisors LLC5,703$160 12/31/2023
     IDV5,703$160 12/31/2023
Anchor Investment Management LLC5,325$149 12/31/2023
     IDV5,325$149 12/31/2023
ORG Partners LLC5,106$143 12/31/2023
     IDV5,106$143 12/31/2023
UMB Bank N A MO4,780$134 12/31/2023
     IDV4,780$134 12/31/2023
First Command Advisory Services Inc.4,805$134 12/31/2023
     IDV4,805$134 12/31/2023
Cambridge Trust Co.3,969$111 12/31/2023
     IDV3,969$111 12/31/2023
CNB Bank3,950$111 12/31/2023
     IDV3,950$111 12/31/2023
Capital Investment Advisory Services LLC3,646$102 12/31/2023
     IDV3,646$102 12/31/2023
Vermillion & White Wealth Management Group LLC3,661$101 12/31/2023
     IDV3,661$101 12/31/2023
Colonial Trust Advisors3,450$97 12/31/2023
     IDV3,450$97 12/31/2023
Cape Investment Advisory Inc.3,443$96 12/31/2023
     IDV3,443$96 12/31/2023
Front Row Advisors LLC3,379$95 12/31/2023
     IDV3,379$95 12/31/2023
PSI Advisors LLC3,379$95 12/31/2023
     IDV3,379$95 12/31/2023
Founders Financial Alliance LLC3,244$91 12/31/2023
     IDV3,244$91 12/31/2023
Private Trust Co. NA3,121$87 12/31/2023
     IDV3,121$87 12/31/2023
Allworth Financial LP3,058$86 12/31/2023
     IDV3,058$86 12/31/2023
NBT Bank N A NY2,786$78 12/31/2023
     IDV2,786$78 12/31/2023
Grove Bank & Trust2,500$70 12/31/2023
     IDV2,500$70 12/31/2023
Global Retirement Partners LLC2,505$69 12/31/2023
     IDV2,505$69 12/31/2023
Lowe Wealth Advisors LLC2,410$68 03/31/2024
     IDV2,410$68 03/31/2024
Investors Research Corp2,358$66 12/31/2023
     IDV2,358$66 12/31/2023
LGT Financial Advisors LLC2,352$66 12/31/2023
     IDV2,352$66 12/31/2023
Montag A & Associates Inc.2,143$60 12/31/2023
     IDV2,143$60 12/31/2023
OLD Second National Bank of Aurora2,125$59 12/31/2023
     IDV2,125$59 12/31/2023
Sugarloaf Wealth Management LLC2,061$58 12/31/2023
     IDV2,061$58 12/31/2023
Cedar Wealth Management LLC2,081$58 12/31/2023
     IDV2,081$58 12/31/2023
TFC Financial Management2,060$58 12/31/2023
     IDV2,060$58 12/31/2023
Tyler Stone Wealth Management1,954$55 12/31/2023
     IDV1,954$55 12/31/2023
United Community Bank1,884$53 12/31/2023
     IDV1,884$53 12/31/2023
Morris Financial Concepts Inc.1,866$52 03/31/2024
     IDV1,866$52 03/31/2024
Ameritas Investment Partners Inc.1,850$52 12/31/2023
     IDV1,850$52 12/31/2023
Hazlett Burt & Watson Inc.1,675$46 12/31/2023
     IDV1,675$46 12/31/2023
Centerpoint Advisors LLC1,524$43 12/31/2023
     IDV1,524$43 12/31/2023
Versant Capital Management Inc1,489$42 03/31/2024
     IDV1,489$42 03/31/2024
GPS Wealth Strategies Group LLC1,499$42 12/31/2023
     IDV1,499$42 12/31/2023
Glenmede Trust Co. NA1,460$41 12/31/2023
     IDV1,460$41 12/31/2023
First Horizon Advisors Inc.1,463$41 12/31/2023
     IDV1,463$41 12/31/2023
Cardiff Park Advisors LLC1,455$41 12/31/2023
     IDV1,455$41 12/31/2023
Sound Income Strategies LLC1,418$40 03/31/2024
     IDV1,418$40 03/31/2024
Beaird Harris Wealth Management LLC1,358$38 12/31/2023
     IDV1,358$38 12/31/2023
Tennessee Valley Asset Management Partners1,313$37 12/31/2023
     IDV1,313$37 12/31/2023
Jones Financial Companies Lllp1,281$36 12/31/2023
     IDV1,281$36 12/31/2023
Live Oak Investment Partners1,304$36 12/31/2023
     IDV1,304$36 12/31/2023
Harbor Investment Advisory LLC1,262$35 03/31/2024
     IDV1,262$35 03/31/2024
Archer Investment Corp1,097$31 12/31/2023
     IDV1,097$31 12/31/2023
North Star Investment Management Corp.1,075$30 12/31/2023
     IDV1,075$30 12/31/2023
Mascoma Wealth Management LLC1,035$29 12/31/2023
     IDV1,035$29 12/31/2023
HHM Wealth Advisors LLC1,033$29 12/31/2023
     IDV1,033$29 12/31/2023
SOA Wealth Advisors LLC.928$26 03/31/2024
     IDV928$26 03/31/2024
Principal Securities Inc.780$22 12/31/2023
     IDV780$22 12/31/2023
Focused Wealth Management Inc736$21 12/31/2023
     IDV736$21 12/31/2023
Deutsche Bank AG677$19 12/31/2023
     IDV677$19 12/31/2023
BOKF NA645$18 12/31/2023
     IDV645$18 12/31/2023
Colonial Trust Co SC630$18 12/31/2023
     IDV630$18 12/31/2023
Pinnacle Bank550$15 03/31/2024
     IDV550$15 03/31/2024
Fifth Third Bancorp550$15 12/31/2023
     IDV550$15 12/31/2023
Northwest Financial Advisors540$15 12/31/2023
     IDV540$15 12/31/2023
Tradewinds Capital Management LLC500$14 12/31/2023
     IDV500$14 12/31/2023
Rockbridge Investment Management LCC500$14 12/31/2023
     IDV500$14 12/31/2023
Tradition Wealth Management LLC487$14 12/31/2023
     IDV487$14 12/31/2023
Ancora Advisors LLC457$13 12/31/2023
     IDV457$13 12/31/2023
Westside Investment Management Inc.450$13 12/31/2023
     IDV450$13 12/31/2023
ZRC Wealth Management LLC426$12 12/31/2023
     IDV426$12 12/31/2023
CVA Family Office LLC398$11 03/31/2024
     IDV398$11 03/31/2024
Trust Co. of Vermont400$11 12/31/2023
     IDV400$11 12/31/2023
WealthShield Partners LLC400$11 12/31/2023
     IDV400$11 12/31/2023
Retirement Group LLC406$11 12/31/2023
     IDV406$11 12/31/2023
Householder Group Estate & Retirement Specialist LLC400$11 12/31/2023
     IDV400$11 12/31/2023
Atwood & Palmer Inc.275$8 03/31/2024
     IDV275$8 03/31/2024
Citigroup Inc.288$8 12/31/2023
     IDV288$8 12/31/2023
Sandy Spring Bank281$8 12/31/2023
     IDV281$8 12/31/2023
TCTC Holdings LLC292$8 12/31/2023
     IDV292$8 12/31/2023
McIlrath & Eck LLC280$8 12/31/2023
     IDV280$8 12/31/2023
Main Street Group LTD200$6 12/31/2023
     IDV200$6 12/31/2023
NBC Securities Inc.190$5 03/31/2024
     IDV190$5 03/31/2024
Tsfg LLC163$5 03/31/2024
     IDV163$5 03/31/2024
Avion Wealth164$5 12/31/2023
     IDV164$5 12/31/2023
Key Financial Inc180$5 12/31/2023
     IDV180$5 12/31/2023
FSA Wealth Management LLC194$5 12/31/2023
     IDV194$5 12/31/2023
Howe & Rusling Inc.141$4 12/31/2023
     IDV141$4 12/31/2023
Castleview Partners LLC159$4 12/31/2023
     IDV159$4 12/31/2023
Wolff Wiese Magana LLC100$3 03/31/2024
     IDV100$3 03/31/2024
BNP Paribas Arbitrage SA93$3 12/31/2023
     IDV93$3 12/31/2023
Tucker Asset Management LLC118$3 12/31/2023
     IDV118$3 12/31/2023
ICA Group Wealth Management LLC59$2 12/31/2023
     IDV59$2 12/31/2023
ST Germain D J Co. Inc.20$1 03/31/2024
     IDV20$1 03/31/2024
Cutler Group LP $1 12/31/2023
     Call800$1 12/31/2023
     Put100$0 12/31/2023
Nemes Rush Group LLC39$1 12/31/2023
     IDV39$1 12/31/2023
Turtle Creek Wealth Advisors LLC50$1 12/31/2023
     IDV50$1 12/31/2023
Iron Horse Wealth Management LLC15$0 03/31/2024
     IDV15$0 03/31/2024
Arlington Trust Co LLC1$0 03/31/2024
     IDV1$0 03/31/2024
Horizon Investments LLC13$0 12/31/2023
     IDV13$0 12/31/2023
Aptus Capital Advisors LLC1$0 12/31/2023
     IDV1$0 12/31/2023
Crewe Advisors LLC10$0 12/31/2023
     IDV10$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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