On this page, we present all of the funds holding IVES from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IVES, with a link to that fund's top holdings. The next columns indicate the amount of IVES stock held by each of the funds holding IVES, followed by the IVES position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 12 funds holding IVES within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Stratos Wealth Partners LTD.. For more details on the positions held by Stratos Wealth Partners LTD. (or by any of the other funds holding IVES), click the fund name in the "Holder" column of the funds-holding-IVES table below.

Holder	Amount	Position Size ($ in 1000's)	As of
Stratos Wealth Partners LTD.	83,433	$3,906	03/31/2024
IVES	83,433	$3,906	03/31/2024
Wedbush Securities Inc.	44,365	$1,825	12/31/2023
IVES	44,365	$1,825	12/31/2023
Jane Street Group LLC	38,391	$1,579	12/31/2023
IVES	38,391	$1,579	12/31/2023
LPL Financial LLC	27,188	$1,119	12/31/2023
IVES	27,188	$1,119	12/31/2023
Citadel Advisors LLC	5,364	$221	12/31/2023
IVES	5,364	$221	12/31/2023
Bank of Montreal Can	3,729	$155	12/31/2023
IVES	3,729	$155	12/31/2023
Advisor Group Holdings Inc.	1,254	$52	12/31/2023
IVES	1,254	$52	12/31/2023
The PNC Financial Services Group Inc.	1,130	$46	12/31/2023
IVES	1,130	$46	12/31/2023
UBS Group AG	613	$25	12/31/2023
IVES	613	$25	12/31/2023
Royal Bank of Canada	484	$20	12/31/2023
IVES	484	$20	12/31/2023
Morgan Stanley	230	$9	12/31/2023
IVES	230	$9	12/31/2023
Proequities Inc.	100	$5	03/31/2024
IVES	100	$5	03/31/2024
Newbridge Financial Services Group Inc.	100	$5	03/31/2024
IVES	100	$5	03/31/2024

See Summary: Institutional Holders of IVES
See Details: Top 10 Hedge Funds Holding IVES

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IVES — Performance