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Funds Holding IDVO

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Great Valley Advisor Group Inc.556,661$16,015 12/31/2023
     IDVO556,661$16,015 12/31/2023
Janney Montgomery Scott LLC452,577$13,021 12/31/2023
     IDVO452,577$13,021 12/31/2023
Sterling Financial Group Inc.342,007$10,438 03/31/2024
     IDVO342,007$10,438 03/31/2024
Stifel Financial Corp165,811$4,770 12/31/2023
     IDVO165,811$4,770 12/31/2023
Advisor Group Holdings Inc.92,535$2,662 12/31/2023
     IDVO92,535$2,662 12/31/2023
LPL Financial LLC73,443$2,113 12/31/2023
     IDVO73,443$2,113 12/31/2023
Capital Investment Advisory Services LLC53,477$1,632 03/31/2024
     IDVO53,477$1,632 03/31/2024
Raymond James Financial Services Advisors Inc.52,307$1,596 03/31/2024
     IDVO52,307$1,596 03/31/2024
Elmwood Wealth Management Inc.52,596$1,513 12/31/2023
     IDVO52,596$1,513 12/31/2023
Jane Street Group LLC46,511$1,338 12/31/2023
     IDVO46,511$1,338 12/31/2023
Pasadena Private Wealth LLC25,558$780 03/31/2024
     IDVO25,558$780 03/31/2024
Visionary Wealth Advisors22,318$642 12/31/2023
     IDVO22,318$642 12/31/2023
CAP Partners LLC20,162$615 03/31/2024
     IDVO20,162$615 03/31/2024
OLD Mission Capital LLC16,197$466 12/31/2023
     IDVO16,197$466 12/31/2023
Northwest Financial Advisors8,977$258 12/31/2023
     IDVO8,977$258 12/31/2023
Commonwealth Equity Services LLC8,850$255 12/31/2023
     IDVO8,850$255 12/31/2023
West Michigan Advisors LLC8,210$236 12/31/2023
     IDVO8,210$236 12/31/2023
ORG Partners LLC6,463$186 12/31/2023
     IDVO6,463$186 12/31/2023
Steward Partners Investment Advisory LLC5,417$156 12/31/2023
     IDVO5,417$156 12/31/2023
IFP Advisors Inc4,000$115 12/31/2023
     IDVO4,000$115 12/31/2023
Royal Bank of Canada629$18 12/31/2023
     IDVO629$18 12/31/2023
Element Wealth LLC557$16 12/31/2023
     IDVO557$16 12/31/2023
Gradient Investments LLC1$0 03/31/2024
     IDVO1$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     IDVO0$0 12/31/2023
Morgan Stanley1$0 12/31/2023
     IDVO1$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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