HoldingsChannel.com
Funds Holding IDV
HolderAmountPosition Size
($ in 1000's)		 As of
Bank of America Corp DE10,268,636$315,658 09/30/2019
     IDV10,268,636$315,658 09/30/2019
Morgan Stanley5,543,660$170,412 09/30/2019
     IDV5,543,660$170,412 09/30/2019
UBS Group AG4,217,587$129,649 09/30/2019
     IDV4,217,587$129,649 09/30/2019
US Bancorp DE3,801,641$116,862 09/30/2019
     IDV3,801,641$116,862 09/30/2019
Moneta Group Investment Advisors LLC2,740,696$84,249 09/30/2019
     IDV2,740,696$84,249 09/30/2019
BlackRock Inc.2,391,405$73,512 09/30/2019
     IDV2,391,405$73,512 09/30/2019
Wells Fargo & Company MN2,233,662$68,662 09/30/2019
     IDV2,233,662$68,662 09/30/2019
LPL Financial LLC1,883,143$57,888 09/30/2019
     IDV1,883,143$57,888 09/30/2019
Ameriprise Financial Inc.1,572,386$48,460 09/30/2019
     IDV1,572,386$48,460 09/30/2019
Royal Bank of Canada1,447,872$44,506 09/30/2019
     IDV1,447,872$44,506 09/30/2019
Envestnet Asset Management Inc.1,385,334$42,585 09/30/2019
     IDV1,385,334$42,585 09/30/2019
Assetmark Inc.1,157,650$35,586 09/30/2019
     IDV1,157,650$35,586 09/30/2019
ETRADE Capital Management LLC1,123,521$34,537 09/30/2019
     IDV1,123,521$34,537 09/30/2019
Regions Financial Corp1,111,618$34,171 09/30/2019
     IDV1,111,618$34,171 09/30/2019
Bank of New York Mellon Corp1,110,301$34,131 09/30/2019
     IDV1,110,301$34,131 09/30/2019
Janney Montgomery Scott LLC979,336$30,105 09/30/2019
     IDV979,336$30,105 09/30/2019
Round Table Services LLC927,242$28,503 09/30/2019
     IDV927,242$28,503 09/30/2019
FUKOKU MUTUAL LIFE INSURANCE Co898,000$27,605 09/30/2019
     IDV898,000$27,605 09/30/2019
Baird Financial Group Inc.820,312$25,217 09/30/2019
     IDV820,312$25,217 09/30/2019
Stifel Financial Corp520,908$16,007 09/30/2019
     IDV520,908$16,007 09/30/2019
Securian Asset Management Inc500,000$15,370 09/30/2019
     IDV500,000$15,370 09/30/2019
Commonwealth Equity Services LLC491,541$15,109 09/30/2019
     IDV491,541$15,109 09/30/2019
Raymond James & Associates477,947$14,692 09/30/2019
     IDV477,947$14,692 09/30/2019
Signature Estate & Investment Advisors LLC475,006$14,602 09/30/2019
     IDV475,006$14,602 09/30/2019
Raymond James Financial Services Advisors Inc.472,571$14,527 09/30/2019
     IDV472,571$14,527 09/30/2019
Linscomb & Williams Inc.445,200$13,685 09/30/2019
     IDV445,200$13,685 09/30/2019
Synovus Financial Corp378,481$11,640 09/30/2019
     IDV378,481$11,640 09/30/2019
Destination Wealth Management373,623$11,485 09/30/2019
     IDV373,623$11,485 09/30/2019
Pennsylvania Trust Co373,149$11,470 09/30/2019
     IDV373,149$11,470 09/30/2019
First Republic Investment Management Inc.354,798$10,907 09/30/2019
     IDV354,798$10,907 09/30/2019
Independence Wealth Advisors Inc.317,330$9,755 09/30/2019
     IDV317,330$9,755 09/30/2019
Suntrust Banks Inc.300,674$9,243 09/30/2019
     IDV300,674$9,243 09/30/2019
M&T Bank Corp267,691$8,229 09/30/2019
     IDV267,691$8,229 09/30/2019
Advisor Group Inc.265,301$8,157 09/30/2019
     IDV265,301$8,157 09/30/2019
Aspiriant LLC261,480$8,038 09/30/2019
     IDV261,480$8,038 09/30/2019
PNC Financial Services Group Inc.254,874$7,835 09/30/2019
     IDV254,874$7,835 09/30/2019
CX Institutional236,406$7,267 09/30/2019
     IDV236,406$7,267 09/30/2019
MML Investors Services LLC232,783$7,156 09/30/2019
     IDV232,783$7,156 09/30/2019
Grove Bank & Trust221,916$6,822 09/30/2019
     IDV221,916$6,822 09/30/2019
RPG Investment Advisory LLC215,949$6,638 09/30/2019
     IDV215,949$6,638 09/30/2019
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
NorthRock Partners LLC200,871$6,175 09/30/2019
     IDV200,871$6,175 09/30/2019
PFS Investments Inc.195,206$6,001 09/30/2019
     IDV195,206$6,001 09/30/2019
Northwestern Mutual Wealth Management Co.193,953$5,962 09/30/2019
     IDV193,953$5,962 09/30/2019
Jane Street Group LLC193,445$5,946 09/30/2019
     IDV193,445$5,946 09/30/2019
BB&T Securities LLC190,468$5,857 09/30/2019
     IDV190,468$5,857 09/30/2019
Strategic Wealth Partners Ltd.7,409$5,445 09/30/2019
     IDV7,409$5,445 09/30/2019
D.A. Davidson & CO.173,911$5,346 09/30/2019
     IDV173,911$5,346 09/30/2019
Cornerstone Advisory LLC164,680$5,062 09/30/2019
     IDV164,680$5,062 09/30/2019
UBS Asset Management Americas Inc.159,288$4,897 09/30/2019
     IDV159,288$4,897 09/30/2019
Strategic Financial Group LLC155,186$4,770 09/30/2019
     IDV155,186$4,770 09/30/2019
Athena Capital Advisors LLC150,935$4,640 09/30/2019
     IDV150,935$4,640 09/30/2019
Avantax Advisory Services Inc.150,648$4,623 09/30/2019
     IDV150,648$4,623 09/30/2019
JNBA Financial Advisors138,223$4,249 09/30/2019
     IDV138,223$4,249 09/30/2019
Wade G W & Inc.134,993$4,150 09/30/2019
     IDV134,993$4,150 09/30/2019
HighTower Advisors LLC132,712$4,078 09/30/2019
     IDV132,712$4,078 09/30/2019
Arden Trust Co131,703$4,048 09/30/2019
     IDV131,703$4,048 09/30/2019
Scotia Capital Inc.128,397$3,947 09/30/2019
     IDV128,397$3,947 09/30/2019
River & Mercantile LLC126,385$3,885 09/30/2019
     IDV126,385$3,885 09/30/2019
Cambridge Investment Research Advisors Inc.125,125$3,846 09/30/2019
     IDV125,125$3,846 09/30/2019
Accurate Investment Solutions Inc.124,337$3,822 09/30/2019
     IDV124,337$3,822 09/30/2019
Resources Investment Advisors LLC.124,014$3,812 09/30/2019
     IDV124,014$3,812 09/30/2019
Ladenburg Thalmann Financial Services Inc.123,790$3,805 09/30/2019
     IDV123,790$3,805 09/30/2019
JPMorgan Chase & Co.122,307$3,760 09/30/2019
     IDV122,307$3,760 09/30/2019
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
CLS Investments LLC107,419$3,302 09/30/2019
     IDV107,419$3,302 09/30/2019
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
Sage Advisory Services Ltd.Co.96,591$2,967 09/30/2019
     IDV96,591$2,967 09/30/2019
Wealth Advisors of Tampa Bay LLC95,905$2,948 09/30/2019
     IDV95,905$2,948 09/30/2019
Creative Planning93,430$2,872 09/30/2019
     IDV93,430$2,872 09/30/2019
Keystone Financial Group91,871$2,824 09/30/2019
     IDV91,871$2,824 09/30/2019
National Asset Management Inc.91,763$2,821 09/30/2019
     IDV91,763$2,821 09/30/2019
FFT Wealth Management LLC90,627$2,786 09/30/2019
     IDV90,627$2,786 09/30/2019
First Commonwealth Financial Corp PA90,574$2,784 09/30/2019
     IDV90,574$2,784 09/30/2019
Blair William & Co. IL89,479$2,751 09/30/2019
     IDV89,479$2,751 09/30/2019
First Hawaiian Bank88,689$2,726 09/30/2019
     IDV88,689$2,726 09/30/2019
Hilltop Holdings Inc.86,257$2,650 09/30/2019
     IDV86,257$2,650 09/30/2019
Ackerman Capital Advisors LLC84,477$2,597 09/30/2019
     IDV84,477$2,597 09/30/2019
Private Advisor Group LLC80,795$2,503 09/30/2019
     IDV80,795$2,503 09/30/2019
WealthPLAN Partners LLC76,571$2,477 09/30/2019
     IDV76,571$2,477 09/30/2019
Bangor Savings Bank77,887$2,394 09/30/2019
     IDV77,887$2,394 09/30/2019
Whittier Trust Co.73,385$2,255 09/30/2019
     IDV73,385$2,255 09/30/2019
Twin Capital Management Inc.72,930$2,242 09/30/2019
     IDV72,930$2,242 09/30/2019
Wilshire Associates Inc72,930$2,242 09/30/2019
     IDV72,930$2,242 09/30/2019
NEXT Financial Group Inc72,544$2,229 09/30/2019
     IDV72,544$2,229 09/30/2019
Brandywine Oak Private Wealth LLC70,188$2,157 09/30/2019
     IDV70,188$2,157 09/30/2019
GWM Advisors LLC69,229$2,128 09/30/2019
     IDV69,229$2,128 09/30/2019
Thrivent Financial for Lutherans67,697$2,081 09/30/2019
     IDV67,697$2,081 09/30/2019
Schwarz Dygos Wheeler Investment Advisors LLC66,694$2,050 09/30/2019
     IDV66,694$2,050 09/30/2019
Winthrop Partners WNY LLC65,937$2,027 09/30/2019
     IDV65,937$2,027 09/30/2019
Colony Group LLC64,096$1,970 09/30/2019
     IDV64,096$1,970 09/30/2019
Insight Wealth Strategies LLC60,627$1,864 09/30/2019
     IDV60,627$1,864 09/30/2019
RFG Advisory LLC58,800$1,808 09/30/2019
     IDV58,800$1,808 09/30/2019
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
Sowell Financial Services LLC56,662$1,742 09/30/2019
     IDV56,662$1,742 09/30/2019
Goldman Sachs Group Inc.56,204$1,728 09/30/2019
     IDV56,204$1,728 09/30/2019
Annex Advisory Services LLC55,999$1,722 09/30/2019
     IDV55,999$1,722 09/30/2019
Horan Securities Inc.55,954$1,720 09/30/2019
     IDV55,954$1,720 09/30/2019
WealthTrust Axiom LLC53,522$1,645 09/30/2019
     IDV53,522$1,645 09/30/2019
Bingham Osborn & Scarborough LLC50,960$1,567 09/30/2019
     IDV50,960$1,567 09/30/2019
ERTS Wealth Advisors LLC50,830$1,563 09/30/2019
     IDV50,830$1,563 09/30/2019
Mechanics Bank Trust Department49,612$1,525 09/30/2019
     IDV49,612$1,525 09/30/2019
Cadence Bank NA49,580$1,524 09/30/2019
     IDV49,580$1,524 09/30/2019
Arete Wealth Advisors LLC49,499$1,522 09/30/2019
     IDV49,499$1,522 09/30/2019
Beacon Investment Advisory Services Inc.49,297$1,515 09/30/2019
     IDV49,297$1,515 09/30/2019
Monroe Bank & Trust MI49,146$1,510 06/30/2019
     IDV49,146$1,510 06/30/2019
Allianz Asset Management GmbH48,986$1,505 09/30/2019
     IDV48,986$1,505 09/30/2019
MA Private Wealth48,848$1,502 09/30/2019
     IDV48,848$1,502 09/30/2019
CIBC World Markets Inc.48,659$1,496 09/30/2019
     IDV48,659$1,496 09/30/2019
OmniStar Financial Group Inc.48,019$1,476 09/30/2019
     IDV48,019$1,476 09/30/2019
Archetype Wealth Partners LLC47,960$1,474 09/30/2019
     IDV47,960$1,474 09/30/2019
Financial Counselors Inc.47,131$1,449 09/30/2019
     IDV47,131$1,449 09/30/2019
NTV Asset Management LLC46,600$1,432 09/30/2019
     IDV46,600$1,432 09/30/2019
Commerce Bank46,546$1,430 09/30/2019
     IDV46,546$1,430 09/30/2019
Bank of Montreal Can46,486$1,429 09/30/2019
     IDV46,486$1,429 09/30/2019
Cetera Advisor Networks LLC45,871$1,408 09/30/2019
     IDV45,871$1,408 09/30/2019
Sigma Planning Corp45,751$1,406 09/30/2019
     IDV45,751$1,406 09/30/2019
Raab & Moskowitz Asset Management LLC44,799$1,377 09/30/2019
     IDV44,799$1,377 09/30/2019
Mariner LLC44,447$1,366 09/30/2019
     IDV44,447$1,366 09/30/2019
Daiwa Securities Group Inc.44,300$1,362 09/30/2019
     IDV44,300$1,362 09/30/2019
Whittier Trust Co. of Nevada Inc.41,938$1,288 09/30/2019
     IDV41,938$1,288 09/30/2019
First Merchants Corp41,766$1,284 09/30/2019
     IDV41,766$1,284 09/30/2019
Hubbell Strickland Wealth Management LLC41,171$1,266 09/30/2019
     IDV41,171$1,266 09/30/2019
Strategic Wealth Advisors Group LLC40,859$1,247 09/30/2019
     IDV40,859$1,247 09/30/2019
Capital Advisors Ltd. LLC39,301$1,208 09/30/2019
     IDV39,301$1,208 09/30/2019
Intersect Capital LLC38,192$1,174 09/30/2019
     IDV38,192$1,174 09/30/2019
B. Riley Wealth Management Inc.38,047$1,170 09/30/2019
     IDV38,047$1,170 09/30/2019
Financial Advisory Service Inc.37,753$1,161 09/30/2019
     IDV37,753$1,161 09/30/2019
Hancock Whitney Corp36,887$1,134 09/30/2019
     IDV36,887$1,134 09/30/2019
Howe & Rusling Inc.36,876$1,134 09/30/2019
     IDV36,876$1,134 09/30/2019
Camarda Financial Advisors LLC36,227$1,114 09/30/2019
     IDV36,227$1,114 09/30/2019
Haverford Trust Co.35,942$1,105 09/30/2019
     IDV35,942$1,105 09/30/2019
Lbmc Investment Advisors LLC35,173$1,081 09/30/2019
     IDV35,173$1,081 09/30/2019
Signet Financial Management LLC32,994$1,073 09/30/2019
     IDV32,994$1,073 09/30/2019
MUFG Americas Holdings Corp34,497$1,060 09/30/2019
     IDV34,497$1,060 09/30/2019
BOKF NA34,446$1,059 09/30/2019
     IDV34,446$1,059 09/30/2019
D.B. Root & Company LLC33,641$1,034 09/30/2019
     IDV33,641$1,034 09/30/2019
Well Done LLC33,341$1,025 09/30/2019
     IDV33,341$1,025 09/30/2019
Cedar Brook Financial Partners LLC32,648$1,004 09/30/2019
     IDV32,648$1,004 09/30/2019
Valmark Advisers Inc.32,197$990 09/30/2019
     IDV32,197$990 09/30/2019
Prudential PLC31,823$978 09/30/2019
     IDV31,823$978 09/30/2019
United Capital Financial Advisers LLC31,586$971 09/30/2019
     IDV31,586$971 09/30/2019
BBVA USA Bancshares Inc.31,431$966 09/30/2019
     IDV31,431$966 09/30/2019
Citigroup Inc.30,781$946 09/30/2019
     IDV30,781$946 09/30/2019
Raymond James Trust N.A.30,436$936 09/30/2019
     IDV30,436$936 09/30/2019
Stony Point Wealth Management Inc.30,184$928 09/30/2019
     IDV30,184$928 09/30/2019
First National Bank of South Miami31,168$919 09/30/2019
     IDV31,168$919 09/30/2019
Virtu Financial LLC28,949$890 09/30/2019
     IDV28,949$890 09/30/2019
Gould Asset Management LLC CA28,925$889 09/30/2019
     IDV28,925$889 09/30/2019
Baystate Wealth Management LLC28,470$875 09/30/2019
     IDV28,470$875 09/30/2019
United Capital Management of KS Inc.28,953$873 09/30/2019
     IDV28,953$873 09/30/2019
LeJeune Puetz Investment Counsel LLC28,188$867 09/30/2019
     IDV28,188$867 09/30/2019
Highwater Wealth Management LLC28,002$861 09/30/2019
     IDV28,002$861 09/30/2019
Level Four Advisory Services LLC27,850$856 09/30/2019
     IDV27,850$856 09/30/2019
FinTrust Capital Advisors LLC27,826$855 09/30/2019
     IDV27,826$855 09/30/2019
Garrett Wealth Advisory Group LLC27,580$848 09/30/2019
     IDV27,580$848 09/30/2019
Motco27,320$840 09/30/2019
     IDV27,320$840 09/30/2019
IFP Advisors Inc27,402$838 09/30/2019
     IDV27,402$838 09/30/2019
Summit Financial Group Inc.27,082$833 09/30/2019
     IDV27,082$833 09/30/2019
Community Bank & Trust Waco Texas26,188$805 09/30/2019
     IDV26,188$805 09/30/2019
Rehmann Capital Advisory Group26,195$805 06/30/2019
     IDV26,195$805 06/30/2019
Smithbridge Asset Management Inc. DE25,500$784 09/30/2019
     IDV25,500$784 09/30/2019
Sunbelt Securities Inc.25,407$781 09/30/2019
     IDV25,407$781 09/30/2019
Edge Capital Group LLC24,581$756 09/30/2019
     IDV24,581$756 09/30/2019
Rathbone Brothers plc24,425$751 09/30/2019
     IDV24,425$751 09/30/2019
Kays Financial Advisory Corp ADV24,191$744 09/30/2019
     IDV24,191$744 09/30/2019
Bank of Nova Scotia24,053$739 09/30/2019
     IDV24,053$739 09/30/2019
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
BerganKDV Wealth Management LLC23,526$723 09/30/2019
     IDV23,526$723 09/30/2019
Quad Cities Investment Group LLC23,399$720 09/30/2019
     IDV23,399$720 09/30/2019
GYL Financial Synergies LLC23,354$718 09/30/2019
     IDV23,354$718 09/30/2019
First Allied Advisory Services Inc.22,622$698 09/30/2019
     IDV22,622$698 09/30/2019
Fragasso Group Inc.22,682$697 09/30/2019
     IDV22,682$697 09/30/2019
Trustmark National Bank Trust Department22,185$682 09/30/2019
     IDV22,185$682 09/30/2019
Mutual Advisors LLC22,196$682 09/30/2019
     IDV22,196$682 09/30/2019
Fort Washington Investment Advisors Inc. OH20,570$632 09/30/2019
     IDV20,570$632 09/30/2019
Voya Financial Advisors Inc.20,624$632 09/30/2019
     IDV20,624$632 09/30/2019
Steward Partners Investment Advisory LLC20,582$632 09/30/2019
     IDV20,582$632 09/30/2019
FDx Advisors Inc.20,463$629 09/30/2019
     IDV20,463$629 09/30/2019
Lincoln National Corp20,106$619 09/30/2019
     IDV20,106$619 09/30/2019
Pasadena Private Wealth LLC19,797$609 09/30/2019
     IDV19,797$609 09/30/2019
Boys Arnold & Co. Inc.19,546$599 09/30/2019
     IDV19,546$599 09/30/2019
DAVENPORT & Co LLC19,386$596 09/30/2019
     IDV19,386$596 09/30/2019
Atria Investments LLC19,291$593 09/30/2019
     IDV19,291$593 09/30/2019
Toronto Dominion Bank19,178$589 09/30/2019
     IDV19,178$589 09/30/2019
Cetera Advisors LLC19,083$588 09/30/2019
     IDV19,083$588 09/30/2019
Dimension Capital Management LLC18,972$583 09/30/2019
     IDV18,972$583 09/30/2019
Citizens Financial Group Inc RI18,860$580 09/30/2019
     IDV18,860$580 09/30/2019
Quest Capital Management Inc. ADV18,859$580 09/30/2019
     IDV18,859$580 09/30/2019
Mid Atlantic Financial Management Inc. ADV18,506$569 09/30/2019
     IDV18,506$569 09/30/2019
Adell Harriman & Carpenter Inc.18,500$569 09/30/2019
     IDV18,500$569 09/30/2019
Wambolt & Associates LLC18,446$567 09/30/2019
     IDV18,446$567 09/30/2019
Brooks Moore & Associates Inc.18,400$566 09/30/2019
     IDV18,400$566 09/30/2019
BlueSky Wealth Advisors LLC18,024$540 09/30/2019
     IDV18,024$540 09/30/2019
Personal Resources Investment & Strategic Management Inc.17,525$539 09/30/2019
     IDV17,525$539 09/30/2019
Bank of Nova Scotia Trust Co.17,339$533 09/30/2019
     IDV17,339$533 09/30/2019
Mutual of Omaha Bank Wealth Management17,318$532 09/30/2019
     IDV17,318$532 09/30/2019
Advisory Services Network LLC16,736$514 09/30/2019
     IDV16,736$514 09/30/2019
Wilbanks Smith & Thomas Asset Management LLC16,662$512 09/30/2019
     IDV16,662$512 09/30/2019
Kovitz Investment Group Partners LLC16,510$508 09/30/2019
     IDV16,510$508 09/30/2019
Summit Wealth & Retirement Planning Inc.16,136$496 09/30/2019
     IDV16,136$496 09/30/2019
Van Hulzen Asset Management LLC15,870$488 09/30/2019
     IDV15,870$488 09/30/2019
Vivaldi Capital Management LLC15,573$479 09/30/2019
     IDV15,573$479 09/30/2019
Fort Sheridan Advisors LLC15,294$470 09/30/2019
     IDV15,294$470 09/30/2019
Retirement Planning Group14,998$461 09/30/2019
     IDV14,998$461 09/30/2019
Tiedemann Advisors LLC14,904$458 09/30/2019
     IDV14,904$458 09/30/2019
Fiduciary Group LLC14,745$453 09/30/2019
     IDV14,745$453 09/30/2019
Actinver Wealth Management Inc.14,736$453 09/30/2019
     IDV14,736$453 09/30/2019
Allworth Financial LP14,662$451 09/30/2019
     IDV14,662$451 09/30/2019
Iberiabank Corp14,562$448 09/30/2019
     IDV14,562$448 09/30/2019
Financial Advocates Investment Management14,549$447 09/30/2019
     IDV14,549$447 09/30/2019
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
Csenge Advisory Group13,869$426 09/30/2019
     IDV13,869$426 09/30/2019
PagnatoKarp Partners LLC13,722$422 09/30/2019
     IDV13,722$422 09/30/2019
SWS Partners12,904$419 09/30/2019
     IDV12,904$419 09/30/2019
SeaCrest Wealth Management LLC13,527$416 09/30/2019
     IDV13,527$416 09/30/2019
Integrated Wealth Concepts LLC13,189$405 09/30/2019
     IDV13,189$405 09/30/2019
Colonial Trust Advisors12,966$399 09/30/2019
     IDV12,966$399 09/30/2019
Epstein & White Financial LLC13,039$397 09/30/2019
     IDV13,039$397 09/30/2019
Aspen Investment Management Inc12,737$392 09/30/2019
     IDV12,737$392 09/30/2019
Wharton Business Group LLC12,580$387 09/30/2019
     IDV12,580$387 09/30/2019
FCG Advisors LLC12,570$386 09/30/2019
     IDV12,570$386 09/30/2019
Kistler Tiffany Companies LLC12,495$384 09/30/2019
     IDV12,495$384 09/30/2019
Exencial Wealth Advisors LLC12,344$379 09/30/2019
     IDV12,344$379 09/30/2019
TD Asset Management Inc.11,957$368 09/30/2019
     IDV11,957$368 09/30/2019
Vestmark Advisory Solutions Inc.11,793$363 09/30/2019
     IDV11,793$363 09/30/2019
Plancorp LLC11,746$361 09/30/2019
     IDV11,746$361 09/30/2019
Headinvest LLC11,705$360 09/30/2019
     IDV11,705$360 09/30/2019
MCF Advisors LLC11,650$358 09/30/2019
     IDV11,650$358 09/30/2019
Ledyard National Bank11,500$354 09/30/2019
     IDV11,500$354 09/30/2019
Prospera Financial Services Inc11,445$352 09/30/2019
     IDV11,445$352 09/30/2019
Advisory Alpha LLC11,565$346 09/30/2019
     IDV11,565$346 09/30/2019
Crescent Grove Advisors LLC11,226$345 09/30/2019
     IDV11,226$345 09/30/2019
Vicus Capital11,188$344 09/30/2019
     IDV11,188$344 09/30/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management11,160$343 09/30/2019
     IDV11,160$343 09/30/2019
Northern Trust Corp10,740$331 09/30/2019
     IDV10,740$331 09/30/2019
Narwhal Capital Management10,465$322 09/30/2019
     IDV10,465$322 09/30/2019
Lowe Wealth Advisors LLC10,360$318 09/30/2019
     IDV10,360$318 09/30/2019
RDA Financial Network9,770$317 09/30/2019
     IDV9,770$317 09/30/2019
Clarus Wealth Advisors10,190$313 09/30/2019
     IDV10,190$313 09/30/2019
Independence Bank of Kentucky10,005$308 09/30/2019
     IDV10,005$308 09/30/2019
Estate Counselors LLC10,000$307 09/30/2019
     IDV10,000$307 09/30/2019
Pinnacle Associates Ltd.9,882$304 09/30/2019
     IDV9,882$304 09/30/2019
Comerica Bank9,373$300 09/30/2019
     IDV9,373$300 09/30/2019
Guidance Point Advisors LLC9,601$295 09/30/2019
     IDV9,601$295 09/30/2019
Oxford Financial Group Ltd.9,178$282 09/30/2019
     IDV9,178$282 09/30/2019
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
Koshinski Asset Management Inc.9,107$280 09/30/2019
     IDV9,107$280 09/30/2019
Argent Capital Management LLC8,995$277 09/30/2019
     IDV8,995$277 09/30/2019
Hudock Capital Group LLC8,858$272 09/30/2019
     IDV8,858$272 09/30/2019
Wooster Corthell Wealth Management Inc.8,749$269 09/30/2019
     IDV8,749$269 09/30/2019
AE Wealth Management LLC8,552$263 09/30/2019
     IDV8,552$263 09/30/2019
ARGI Investment Services LLC8,499$261 09/30/2019
     IDV8,499$261 09/30/2019
Fifth Third Bancorp8,398$258 09/30/2019
     IDV8,398$258 09/30/2019
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
Dynamic Advisor Solutions LLC8,080$248 09/30/2019
     IDV8,080$248 09/30/2019
Moors & Cabot Inc.7,989$246 09/30/2019
     IDV7,989$246 09/30/2019
Stratos Wealth Partners LTD.7,946$244 09/30/2019
     IDV7,946$244 09/30/2019
Mercer Global Advisors Inc. ADV7,917$243 09/30/2019
     IDV7,917$243 09/30/2019
BCJ Capital Management LLC7,850$241 09/30/2019
     IDV7,850$241 09/30/2019
Titus Wealth Management7,821$240 09/30/2019
     IDV7,821$240 09/30/2019
BLB&B Advisors LLC7,768$239 09/30/2019
     IDV7,768$239 09/30/2019
Dorsey & Whitney Trust CO LLC7,683$237 09/30/2019
     IDV7,683$237 09/30/2019
United Asset Strategies Inc.7,710$237 09/30/2019
     IDV7,710$237 09/30/2019
Oppenheimer & Co. Inc.7,681$236 09/30/2019
     IDV7,681$236 09/30/2019
Cambria Investment Management L.P.7,673$236 09/30/2019
     IDV7,673$236 09/30/2019
Fundamentun LLC7,665$236 09/30/2019
     IDV7,665$236 09/30/2019
Dearborn Partners LLC7,502$231 09/30/2019
     IDV7,502$231 09/30/2019
Flow Traders U.S. LLC7,313$225 09/30/2019
     IDV7,313$225 09/30/2019
Essex Financial Services Inc.7,297$224 09/30/2019
     IDV7,297$224 09/30/2019
Betterment LLC6,910$212 09/30/2019
     IDV6,910$212 09/30/2019
Wealthcare Advisory Partners LLC6,802$209 09/30/2019
     IDV6,802$209 09/30/2019
Pinnacle Wealth Management Advisory Group LLC6,757$208 09/30/2019
     IDV6,757$208 09/30/2019
Susquehanna International Group LLP $202 09/30/2019
     Put25,400$781 09/30/2019
     Call25,100$772 09/30/2019
     IDV6,877$211 09/30/2019
MONECO Advisors LLC6,533$201 09/30/2019
     IDV6,533$201 09/30/2019
Capital Investment Advisory Services LLC6,508$200 09/30/2019
     IDV6,508$200 09/30/2019
Certified Advisory Corp6,500$200 09/30/2019
     IDV6,500$200 09/30/2019
Family Management Corp6,260$192 09/30/2019
     IDV6,260$192 09/30/2019
MV Capital Management Inc.6,210$191 09/30/2019
     IDV6,210$191 09/30/2019
Coastal Capital Group Inc.6,143$189 09/30/2019
     IDV6,143$189 09/30/2019
FTB Advisors Inc.5,823$178 09/30/2019
     IDV5,823$178 09/30/2019
CENTRAL TRUST Co5,645$174 09/30/2019
     IDV5,645$174 09/30/2019
Belpointe Asset Management LLC5,313$163 06/30/2019
     IDV5,313$163 06/30/2019
PDS Planning Inc5,201$160 09/30/2019
     IDV5,201$160 09/30/2019
Millburn Ridgefield Corp5,086$156 09/30/2019
     IDV5,086$156 09/30/2019
Benjamin F. Edwards & Company Inc.4,954$152 09/30/2019
     IDV4,954$152 09/30/2019
Price Wealth LLC4,443$137 09/30/2019
     IDV4,443$137 09/30/2019
Golden State Wealth Management LLC4,260$131 09/30/2019
     IDV4,260$131 09/30/2019
Webster Bank N. A.4,095$126 09/30/2019
     IDV4,095$126 09/30/2019
Patriot Financial Group Insurance Agency LLC4,009$123 09/30/2019
     IDV4,009$123 09/30/2019
Crewe Advisors LLC3,897$120 09/30/2019
     IDV3,897$120 09/30/2019
Ameritas Investment Partners Inc.3,870$118 09/30/2019
     IDV3,870$118 09/30/2019
FMR LLC3,715$114 09/30/2019
     IDV3,715$114 09/30/2019
Fieldpoint Private Securities LLC3,630$112 09/30/2019
     IDV3,630$112 09/30/2019
First Personal Financial Services3,438$106 09/30/2019
     IDV3,438$106 09/30/2019
Proequities Inc.3,313$102 09/30/2019
     IDV3,313$102 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 09/30/2019
     IDV3,280$101 09/30/2019
Truewealth LLC3,254$100 09/30/2019
     IDV3,254$100 09/30/2019
Mycio Wealth Partners LLC3,147$97 09/30/2019
     IDV3,147$97 09/30/2019
Sumitomo Mitsui Financial Group Inc.3,080$95 09/30/2019
     IDV3,080$95 09/30/2019
Vigilant Capital Management LLC3,071$94 09/30/2019
     IDV3,071$94 09/30/2019
Farmers & Merchants Investments Inc.3,027$93 09/30/2019
     IDV3,027$93 09/30/2019
Heritage Wealth Advisors3,000$92 09/30/2019
     IDV3,000$92 09/30/2019
Jacobi Capital Management LLC2,786$86 09/30/2019
     IDV2,786$86 09/30/2019
Oppenheimer Asset Management Inc.2,659$82 09/30/2019
     IDV2,659$82 09/30/2019
Cullen Frost Bankers Inc.2,090$64 09/30/2019
     IDV2,090$64 09/30/2019
Front Row Advisors LLC2,084$64 09/30/2019
     IDV2,084$64 09/30/2019
Global Retirement Partners LLC2,000$61 09/30/2019
     IDV2,000$61 09/30/2019
Barrett Asset Management LLC1,792$55 09/30/2019
     IDV1,792$55 09/30/2019
Shamrock Asset Management LLC1,730$53 09/30/2019
     IDV1,730$53 09/30/2019
Capital Bank & Trust Co1,686$52 09/30/2019
     IDV1,686$52 09/30/2019
Valeo Financial Advisors LLC1,644$51 09/30/2019
     IDV1,644$51 09/30/2019
Huntington National Bank1,625$50 09/30/2019
     IDV1,625$50 09/30/2019
Usca Ria LLC1,637$50 09/30/2019
     IDV1,637$50 09/30/2019
Squar Milner Financial Services LLC1,560$47 09/30/2019
     IDV1,560$47 09/30/2019
Trust Co. of Vermont1,400$43 09/30/2019
     IDV1,400$43 09/30/2019
Ellis Investment Partners LLC1,248$38 09/30/2019
     IDV1,248$38 09/30/2019
AdvisorNet Financial Inc1,158$36 09/30/2019
     IDV1,158$36 09/30/2019
Ameritas Investment Corp1,102$34 09/30/2019
     IDV1,102$34 09/30/2019
First Manhattan Co.1,081$33 09/30/2019
     IDV1,081$33 09/30/2019
North Star Investment Management Corp.1,075$33 09/30/2019
     IDV1,075$33 09/30/2019
D Orazio & Associates Inc.1,000$31 09/30/2019
     IDV1,000$31 09/30/2019
Financial Architects Inc896$28 09/30/2019
     IDV896$28 09/30/2019
Parallel Advisors LLC821$25 09/30/2019
     IDV821$25 09/30/2019
Armor Investment Advisors LLC729$22 09/30/2019
     IDV729$22 09/30/2019
Glenmede Trust Co. NA685$21 09/30/2019
     IDV685$21 09/30/2019
Flagship Harbor Advisors LLC677$20 09/30/2019
     IDV677$20 09/30/2019
McIlrath & Eck LLC642$20 09/30/2019
     IDV642$20 09/30/2019
Capital Analysts LLC612$18 09/30/2019
     IDV612$18 09/30/2019
Trustcore Financial Services LLC499$15 09/30/2019
     IDV499$15 09/30/2019
Westside Investment Management Inc.498$15 06/30/2019
     IDV498$15 06/30/2019
Winslow Evans & Crocker Inc.416$14 09/30/2019
     IDV416$14 09/30/2019
KCS Wealth Advisory462$14 09/30/2019
     IDV462$14 09/30/2019
SRS Capital Advisors Inc.435$13 09/30/2019
     IDV435$13 09/30/2019
Emerald Investment Partners LLC432$13 09/30/2019
     IDV432$13 09/30/2019
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
Focused Wealth Management Inc325$10 09/30/2019
     IDV325$10 09/30/2019
Nvwm LLC340$10 09/30/2019
     IDV340$10 09/30/2019
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 09/30/2019
     IDV217$7 09/30/2019
Sound Income Strategies LLC158$5 09/30/2019
     IDV158$5 09/30/2019
WestEnd Advisors LLC128$4 09/30/2019
     IDV128$4 09/30/2019
Salem Investment Counselors Inc.100$3 09/30/2019
     IDV100$3 09/30/2019
Stonebridge Capital Advisors LLC100$3 09/30/2019
     IDV100$3 09/30/2019
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
Laurel Wealth Advisors LLC74$2 09/30/2019
     IDV74$2 09/30/2019
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
Cutler Group LP $1 09/30/2019
     Call14,700$2 09/30/2019
     Put7,000$1 09/30/2019
Psagot Investment House Ltd.1$0 09/30/2019
     IDV1$0 09/30/2019
Financial Gravity Wealth Inc.9$0 09/30/2019
     IDV9$0 09/30/2019

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

IDV — Current Quote
Quotes delayed 20 minutes
IDV — Performance

Funds Holding IDV | www.HoldingsChannel.com

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.