On this page, we present all of the funds holding IVAL from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IVAL, with a link to that fund's top holdings. The next columns indicate the amount of IVAL stock held by each of the funds holding IVAL, followed by the IVAL position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 35 funds holding IVAL within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Revolve Wealth Partners LLC. For more details on the positions held by Revolve Wealth Partners LLC (or by any of the other funds holding IVAL), click the fund name in the "Holder" column of the funds-holding-IVAL table below.

Holder	Amount	Position Size ($ in 1000's)	As of
Revolve Wealth Partners LLC	1,130,762	$30,508	03/31/2024
IVAL	1,130,762	$30,508	03/31/2024
Empirical Finance LLC	731,889	$18,330	12/31/2023
IVAL	731,889	$18,330	12/31/2023
Empowered Funds LLC	421,981	$10,569	12/31/2023
IVAL	421,981	$10,569	12/31/2023
Ethos Financial Group LLC	279,009	$6,988	12/31/2023
IVAL	279,009	$6,988	12/31/2023
One One Wealth Management LLC	214,299	$5,782	03/31/2024
IVAL	214,299	$5,782	03/31/2024
Valley Financial Group Inc.	160,756	$4,026	12/31/2023
IVAL	160,756	$4,026	12/31/2023
Kathmere Capital Management LLC	120,630	$3,255	03/31/2024
IVAL	120,630	$3,255	03/31/2024
Citadel Advisors LLC	122,257	$3,062	12/31/2023
IVAL	122,257	$3,062	12/31/2023
Jane Street Group LLC	92,920	$2,327	12/31/2023
IVAL	92,920	$2,327	12/31/2023
One Degree Advisors Inc	66,926	$1,687	12/31/2023
IVAL	66,926	$1,687	12/31/2023
Private Advisor Group LLC	58,234	$1,458	12/31/2023
IVAL	58,234	$1,458	12/31/2023
Warren Street Wealth Advisors LLC	38,847	$973	12/31/2023
IVAL	38,847	$973	12/31/2023
LPL Financial LLC	34,544	$865	12/31/2023
IVAL	34,544	$865	12/31/2023
WESPAC Advisors LLC	32,294	$809	12/31/2023
IVAL	32,294	$809	12/31/2023
Lansing Street Advisors	31,574	$791	12/31/2023
IVAL	31,574	$791	12/31/2023
OLD Mission Capital LLC	29,187	$731	12/31/2023
IVAL	29,187	$731	12/31/2023
Well Done LLC	19,927	$538	03/31/2024
IVAL	19,927	$538	03/31/2024
Betterment LLC	17,982	$450	12/31/2023
IVAL	17,982	$450	12/31/2023
Teamwork Financial Advisors LLC	17,574	$440	12/31/2023
IVAL	17,574	$440	12/31/2023
Susquehanna International Group LLP	15,874	$398	12/31/2023
IVAL	15,874	$398	12/31/2023
Baker Boyer National Bank	14,503	$391	03/31/2024
IVAL	14,503	$391	03/31/2024
Kathleen S. Wright Associates Inc.	14,419	$389	03/31/2024
IVAL	14,419	$389	03/31/2024
Royal Bank of Canada	14,074	$352	12/31/2023
IVAL	14,074	$352	12/31/2023
Stokes Family Office LLC	12,777	$320	12/31/2023
IVAL	12,777	$320	12/31/2023
AE Wealth Management LLC	12,416	$314	12/31/2023
IVAL	12,416	$314	12/31/2023
Meredith Wealth Planning	12,334	$309	12/31/2023
IVAL	12,334	$309	12/31/2023
Quarry Hill Advisors LLC	8,920	$223	12/31/2023
IVAL	8,920	$223	12/31/2023
Warren Averett Asset Management LLC	8,521	$213	12/31/2023
IVAL	8,521	$213	12/31/2023
JPMorgan Chase & Co.	3,737	$94	12/31/2023
IVAL	3,737	$94	12/31/2023
Morgan Stanley	1,701	$43	12/31/2023
IVAL	1,701	$43	12/31/2023
O Shaughnessy Asset Management LLC	1,388	$35	12/31/2023
IVAL	1,388	$35	12/31/2023
IFP Advisors Inc	1,095	$27	12/31/2023
IVAL	1,095	$27	12/31/2023
Advisor Group Holdings Inc.	897	$22	12/31/2023
IVAL	897	$22	12/31/2023
Moisand Fitzgerald Tamayo LLC	775	$21	03/31/2024
IVAL	775	$21	03/31/2024
Wells Fargo & Company MN	1	$0	12/31/2023
IVAL	1	$0	12/31/2023
Proequities Inc.	0	$0	12/31/2023
IVAL	0	$0	12/31/2023

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

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