On this page, we present all of the funds holding IDVO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IDVO, with a link to that fund's top holdings. The next columns indicate the amount of IDVO stock held by each of the funds holding IDVO, followed by the IDVO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 24 funds holding IDVO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Great Valley Advisor Group Inc.. For more details on the positions held by Great Valley Advisor Group Inc. (or by any of the other funds holding IDVO), click the fund name in the "Holder" column of the funds-holding-IDVO table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Great Valley Advisor Group Inc. | 556,661 | $16,015 | 12/31/2023 |
IDVO | 556,661 | $16,015 | 12/31/2023 |
Janney Montgomery Scott LLC | 452,577 | $13,021 | 12/31/2023 |
IDVO | 452,577 | $13,021 | 12/31/2023 |
Sterling Financial Group Inc. | 342,007 | $10,438 | 03/31/2024 |
IDVO | 342,007 | $10,438 | 03/31/2024 |
Stifel Financial Corp | 165,811 | $4,770 | 12/31/2023 |
IDVO | 165,811 | $4,770 | 12/31/2023 |
Advisor Group Holdings Inc. | 92,535 | $2,662 | 12/31/2023 |
IDVO | 92,535 | $2,662 | 12/31/2023 |
LPL Financial LLC | 73,443 | $2,113 | 12/31/2023 |
IDVO | 73,443 | $2,113 | 12/31/2023 |
Capital Investment Advisory Services LLC | 53,477 | $1,632 | 03/31/2024 |
IDVO | 53,477 | $1,632 | 03/31/2024 |
Raymond James Financial Services Advisors Inc. | 52,307 | $1,596 | 03/31/2024 |
IDVO | 52,307 | $1,596 | 03/31/2024 |
Elmwood Wealth Management Inc. | 52,596 | $1,513 | 12/31/2023 |
IDVO | 52,596 | $1,513 | 12/31/2023 |
Jane Street Group LLC | 46,511 | $1,338 | 12/31/2023 |
IDVO | 46,511 | $1,338 | 12/31/2023 |
Pasadena Private Wealth LLC | 25,558 | $780 | 03/31/2024 |
IDVO | 25,558 | $780 | 03/31/2024 |
Visionary Wealth Advisors | 22,318 | $642 | 12/31/2023 |
IDVO | 22,318 | $642 | 12/31/2023 |
CAP Partners LLC | 20,162 | $615 | 03/31/2024 |
IDVO | 20,162 | $615 | 03/31/2024 |
OLD Mission Capital LLC | 16,197 | $466 | 12/31/2023 |
IDVO | 16,197 | $466 | 12/31/2023 |
Northwest Financial Advisors | 8,977 | $258 | 12/31/2023 |
IDVO | 8,977 | $258 | 12/31/2023 |
Commonwealth Equity Services LLC | 8,850 | $255 | 12/31/2023 |
IDVO | 8,850 | $255 | 12/31/2023 |
West Michigan Advisors LLC | 8,210 | $236 | 12/31/2023 |
IDVO | 8,210 | $236 | 12/31/2023 |
ORG Partners LLC | 6,463 | $186 | 12/31/2023 |
IDVO | 6,463 | $186 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 5,417 | $156 | 12/31/2023 |
IDVO | 5,417 | $156 | 12/31/2023 |
IFP Advisors Inc | 4,000 | $115 | 12/31/2023 |
IDVO | 4,000 | $115 | 12/31/2023 |
Royal Bank of Canada | 629 | $18 | 12/31/2023 |
IDVO | 629 | $18 | 12/31/2023 |
Element Wealth LLC | 557 | $16 | 12/31/2023 |
IDVO | 557 | $16 | 12/31/2023 |
Gradient Investments LLC | 1 | $0 | 03/31/2024 |
IDVO | 1 | $0 | 03/31/2024 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
IDVO | 0 | $0 | 12/31/2023 |
Morgan Stanley | 1 | $0 | 12/31/2023 |
IDVO | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IDVO
See Details: Top 10 Hedge Funds Holding IDVO
Also See: IDVO Holdings Changes
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