HoldingsChannel.com
On this page, we present all of the funds holding IVOG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IVOG, with a link to that fund's top holdings. The next columns indicate the amount of IVOG stock held by each of the funds holding IVOG, followed by the IVOG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 103 funds holding IVOG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Mariner LLC. For more details on the positions held by Mariner LLC (or by any of the other funds holding IVOG), click the fund name in the "Holder" column of the funds-holding-IVOG table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Mariner LLC | 662,335 | $65,061 | 12/31/2023 |
| IVOG | 662,335 | $65,061 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 191,261 | $21,699 | 03/31/2024 |
| IVOG | 191,261 | $21,699 | 03/31/2024 |
| Stordahl Capital Management Inc. | 141,228 | $16,022 | 03/31/2024 |
| IVOG | 141,228 | $16,022 | 03/31/2024 |
| Octavia Wealth Advisors LLC | 130,579 | $14,814 | 03/31/2024 |
| IVOG | 130,579 | $14,814 | 03/31/2024 |
| LPL Financial LLC | 127,353 | $12,510 | 12/31/2023 |
| IVOG | 127,353 | $12,510 | 12/31/2023 |
| Bank of America Corp DE | 110,811 | $10,885 | 12/31/2023 |
| IVOG | 110,811 | $10,885 | 12/31/2023 |
| Wells Fargo & Company MN | 100,127 | $9,835 | 12/31/2023 |
| IVOG | 100,127 | $9,835 | 12/31/2023 |
| Ameriprise Financial Inc. | 87,286 | $8,574 | 12/31/2023 |
| IVOG | 87,286 | $8,574 | 12/31/2023 |
| LJI Wealth Management LLC | 84,451 | $8,296 | 12/31/2023 |
| IVOG | 84,451 | $8,296 | 12/31/2023 |
| UBS Group AG | 76,788 | $7,543 | 12/31/2023 |
| IVOG | 76,788 | $7,543 | 12/31/2023 |
| Kestra Advisory Services LLC | 67,356 | $6,616 | 12/31/2023 |
| IVOG | 67,356 | $6,616 | 12/31/2023 |
| Miracle Mile Advisors LLC | 57,291 | $6,500 | 03/31/2024 |
| IVOG | 57,291 | $6,500 | 03/31/2024 |
| Morgan Stanley | 64,258 | $6,312 | 12/31/2023 |
| IVOG | 64,258 | $6,312 | 12/31/2023 |
| Baird Financial Group Inc. | 49,777 | $4,890 | 12/31/2023 |
| IVOG | 49,777 | $4,890 | 12/31/2023 |
| Adviser Investments LLC | 42,888 | $4,213 | 12/31/2023 |
| IVOG | 42,888 | $4,213 | 12/31/2023 |
| Keybank National Association OH | 35,771 | $3,514 | 12/31/2023 |
| IVOG | 35,771 | $3,514 | 12/31/2023 |
| JPMorgan Chase & Co. | 34,114 | $3,351 | 12/31/2023 |
| IVOG | 34,114 | $3,351 | 12/31/2023 |
| Savant Capital LLC | 28,372 | $2,787 | 12/31/2023 |
| IVOG | 28,372 | $2,787 | 12/31/2023 |
| Franklin Resources Inc. | 27,394 | $2,691 | 12/31/2023 |
| IVOG | 27,394 | $2,691 | 12/31/2023 |
| Citigroup Inc. | 23,709 | $2,329 | 12/31/2023 |
| IVOG | 23,709 | $2,329 | 12/31/2023 |
| Cary Street Partners Asset Management LLC | 22,154 | $2,176 | 12/31/2023 |
| IVOG | 22,154 | $2,176 | 12/31/2023 |
| HighTower Advisors LLC | 21,587 | $2,119 | 12/31/2023 |
| IVOG | 21,587 | $2,119 | 12/31/2023 |
| Royal Bank of Canada | 20,504 | $2,014 | 12/31/2023 |
| IVOG | 20,504 | $2,014 | 12/31/2023 |
| Mendel Capital Management LLC | 20,325 | $1,997 | 12/31/2023 |
| IVOG | 20,325 | $1,997 | 12/31/2023 |
| Thrivent Financial for Lutherans | 18,814 | $1,848 | 12/31/2023 |
| IVOG | 18,814 | $1,848 | 12/31/2023 |
| Private Advisor Group LLC | 17,912 | $1,759 | 12/31/2023 |
| IVOG | 17,912 | $1,759 | 12/31/2023 |
| Blair William & Co. IL | 16,870 | $1,657 | 12/31/2023 |
| IVOG | 16,870 | $1,657 | 12/31/2023 |
| Goldman Sachs Group Inc. | 16,826 | $1,653 | 12/31/2023 |
| IVOG | 16,826 | $1,653 | 12/31/2023 |
| Commonwealth Equity Services LLC | 16,769 | $1,647 | 12/31/2023 |
| IVOG | 16,769 | $1,647 | 12/31/2023 |
| Envestnet Asset Management Inc. | 16,357 | $1,607 | 12/31/2023 |
| IVOG | 16,357 | $1,607 | 12/31/2023 |
| Advisor Group Holdings Inc. | 13,608 | $1,337 | 12/31/2023 |
| IVOG | 13,608 | $1,337 | 12/31/2023 |
| Stifel Financial Corp | 12,679 | $1,245 | 12/31/2023 |
| IVOG | 12,679 | $1,245 | 12/31/2023 |
| Montag A & Associates Inc. | 12,096 | $1,188 | 12/31/2023 |
| IVOG | 12,096 | $1,188 | 12/31/2023 |
| Raymond James & Associates | 9,246 | $1,049 | 03/31/2024 |
| IVOG | 9,246 | $1,049 | 03/31/2024 |
| MML Investors Services LLC | 10,154 | $997 | 12/31/2023 |
| IVOG | 10,154 | $997 | 12/31/2023 |
| Round Rock Advisors LLC | 8,286 | $940 | 03/31/2024 |
| IVOG | 8,286 | $940 | 03/31/2024 |
| Cambridge Investment Research Advisors Inc. | 7,945 | $901 | 03/31/2024 |
| IVOG | 7,945 | $901 | 03/31/2024 |
| CIBC World Markets Inc. | 9,096 | $894 | 12/31/2023 |
| IVOG | 9,096 | $894 | 12/31/2023 |
| Betterment LLC | 8,872 | $871 | 12/31/2023 |
| IVOG | 8,872 | $871 | 12/31/2023 |
| Heritage Investment Group Inc. | 8,618 | $847 | 12/31/2023 |
| IVOG | 8,618 | $847 | 12/31/2023 |
| Creative Planning | 8,090 | $795 | 12/31/2023 |
| IVOG | 8,090 | $795 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 7,842 | $770 | 12/31/2023 |
| IVOG | 7,842 | $770 | 12/31/2023 |
| Etfidea LLC | 7,760 | $762 | 12/31/2023 |
| IVOG | 7,760 | $762 | 12/31/2023 |
| PFG Advisors | 7,566 | $743 | 12/31/2023 |
| IVOG | 7,566 | $743 | 12/31/2023 |
| RFG Advisory LLC | 6,129 | $695 | 03/31/2024 |
| IVOG | 6,129 | $695 | 03/31/2024 |
| Merit Financial Group LLC | 7,045 | $692 | 12/31/2023 |
| IVOG | 7,045 | $692 | 12/31/2023 |
| Cary Street Partners Investment Advisory LLC | 6,832 | $671 | 12/31/2023 |
| IVOG | 6,832 | $671 | 12/31/2023 |
| Moneta Group Investment Advisors LLC | 6,723 | $660 | 12/31/2023 |
| IVOG | 6,723 | $660 | 12/31/2023 |
| Commerce Bank | 6,460 | $635 | 12/31/2023 |
| IVOG | 6,460 | $635 | 12/31/2023 |
| Equitable Holdings Inc. | 6,212 | $610 | 12/31/2023 |
| IVOG | 6,212 | $610 | 12/31/2023 |
| Mercer Global Advisors Inc. ADV | 6,181 | $607 | 12/31/2023 |
| IVOG | 6,181 | $607 | 12/31/2023 |
| Cetera Investment Advisers | 5,786 | $568 | 12/31/2023 |
| IVOG | 5,786 | $568 | 12/31/2023 |
| Meridian Wealth Management LLC | 5,731 | $563 | 12/31/2023 |
| IVOG | 5,731 | $563 | 12/31/2023 |
| CIBC Private Wealth Group LLC | 5,718 | $562 | 12/31/2023 |
| IVOG | 5,718 | $562 | 12/31/2023 |
| Susquehanna International Group LLP | 4,782 | $470 | 12/31/2023 |
| IVOG | 4,782 | $470 | 12/31/2023 |
| Private Capital Management LLC | 3,704 | $420 | 03/31/2024 |
| IVOG | 3,704 | $420 | 03/31/2024 |
| Sunburst Financial Group LLC | 3,085 | $348 | 03/31/2024 |
| IVOG | 3,085 | $348 | 03/31/2024 |
| FMR LLC | 3,110 | $306 | 12/31/2023 |
| IVOG | 3,110 | $306 | 12/31/2023 |
| The PNC Financial Services Group Inc. | 2,956 | $290 | 12/31/2023 |
| IVOG | 2,956 | $290 | 12/31/2023 |
| Captrust Financial Advisors | 2,954 | $290 | 12/31/2023 |
| IVOG | 2,954 | $290 | 12/31/2023 |
| IFG Advisors LLC | 2,508 | $285 | 03/31/2024 |
| IVOG | 2,508 | $285 | 03/31/2024 |
| BLB&B Advisors LLC | 2,822 | $277 | 12/31/2023 |
| IVOG | 2,822 | $277 | 12/31/2023 |
| AE Wealth Management LLC | 2,796 | $275 | 12/31/2023 |
| IVOG | 2,796 | $275 | 12/31/2023 |
| Ausdal Financial Partners Inc. | 2,398 | $272 | 03/31/2024 |
| IVOG | 2,398 | $272 | 03/31/2024 |
| Rodgers & Associates LTD | 2,670 | $262 | 12/31/2023 |
| IVOG | 2,670 | $262 | 12/31/2023 |
| Safeguard Investment Advisory Group LLC | 2,600 | $255 | 12/31/2023 |
| IVOG | 2,600 | $255 | 12/31/2023 |
| Global Retirement Partners LLC | 2,228 | $253 | 03/31/2024 |
| IVOG | 2,228 | $253 | 03/31/2024 |
| Levy Wealth Management Group LLC | 2,101 | $238 | 03/31/2024 |
| IVOG | 2,101 | $238 | 03/31/2024 |
| Mosaic Family Wealth Partners LLC | 2,207 | $217 | 12/31/2023 |
| IVOG | 2,207 | $217 | 12/31/2023 |
| EP Wealth Advisors LLC | 2,040 | $200 | 12/31/2023 |
| IVOG | 2,040 | $200 | 12/31/2023 |
| Morton Brown Family Wealth LLC | 1,750 | $199 | 03/31/2024 |
| IVOG | 1,750 | $199 | 03/31/2024 |
| Advisory Services Network LLC | 1,948 | $191 | 12/31/2023 |
| IVOG | 1,948 | $191 | 12/31/2023 |
| Principal Securities Inc. | 1,450 | $142 | 12/31/2023 |
| IVOG | 1,450 | $142 | 12/31/2023 |
| Barrett & Company Inc. | 961 | $109 | 03/31/2024 |
| IVOG | 961 | $109 | 03/31/2024 |
| Hanson & Doremus Investment Management | 902 | $102 | 03/31/2024 |
| IVOG | 902 | $102 | 03/31/2024 |
| Halpern Financial Inc. | 740 | $83 | 03/31/2024 |
| IVOG | 740 | $83 | 03/31/2024 |
| Founders Capital Management | 673 | $76 | 03/31/2024 |
| IVOG | 673 | $76 | 03/31/2024 |
| Mather Group LLC. | 637 | $72 | 03/31/2024 |
| IVOG | 637 | $72 | 03/31/2024 |
| Financial Freedom LLC | 561 | $64 | 03/31/2024 |
| IVOG | 561 | $64 | 03/31/2024 |
| Private Trust Co. NA | 511 | $58 | 03/31/2024 |
| IVOG | 511 | $58 | 03/31/2024 |
| Glenmede Trust Co. NA | 484 | $48 | 12/31/2023 |
| IVOG | 484 | $48 | 12/31/2023 |
| Ritter Daniher Financial Advisory LLC DE | 410 | $40 | 12/31/2023 |
| IVOG | 410 | $40 | 12/31/2023 |
| SOA Wealth Advisors LLC. | 348 | $39 | 03/31/2024 |
| IVOG | 348 | $39 | 03/31/2024 |
| Russell Investments Group Ltd. | 370 | $36 | 12/31/2023 |
| IVOG | 370 | $36 | 12/31/2023 |
| Spire Wealth Management | 296 | $34 | 03/31/2024 |
| IVOG | 296 | $34 | 03/31/2024 |
| Lindbrook Capital LLC | 350 | $34 | 12/31/2023 |
| IVOG | 350 | $34 | 12/31/2023 |
| IFP Advisors Inc | 280 | $28 | 12/31/2023 |
| IVOG | 280 | $28 | 12/31/2023 |
| Coastal Investment Advisors Inc. | 200 | $23 | 03/31/2024 |
| IVOG | 200 | $23 | 03/31/2024 |
| Proequities Inc. | 206 | $20 | 12/31/2023 |
| IVOG | 206 | $20 | 12/31/2023 |
| Harbour Investments Inc. | 178 | $17 | 12/31/2023 |
| IVOG | 178 | $17 | 12/31/2023 |
| Cape Investment Advisory Inc. | 178 | $17 | 12/31/2023 |
| IVOG | 178 | $17 | 12/31/2023 |
| Godsey & Gibb Associates | 140 | $16 | 03/31/2024 |
| IVOG | 140 | $16 | 03/31/2024 |
| Aptus Capital Advisors LLC | 164 | $16 | 12/31/2023 |
| IVOG | 164 | $16 | 12/31/2023 |
| Comerica Bank | 152 | $15 | 12/31/2023 |
| IVOG | 152 | $15 | 12/31/2023 |
| Hoey Investments Inc. | 150 | $15 | 12/31/2023 |
| IVOG | 150 | $15 | 12/31/2023 |
| City State Bank | 100 | $11 | 03/31/2024 |
| IVOG | 100 | $11 | 03/31/2024 |
| Salem Investment Counselors Inc. | 60 | $7 | 03/31/2024 |
| IVOG | 60 | $7 | 03/31/2024 |
| Sound Income Strategies LLC | 58 | $7 | 03/31/2024 |
| IVOG | 58 | $7 | 03/31/2024 |
| Allworth Financial LP | 58 | $6 | 12/31/2023 |
| IVOG | 58 | $6 | 12/31/2023 |
| Crewe Advisors LLC | 53 | $5 | 12/31/2023 |
| IVOG | 53 | $5 | 12/31/2023 |
| Householder Group Estate & Retirement Specialist LLC | 30 | $3 | 12/31/2023 |
| IVOG | 30 | $3 | 12/31/2023 |
| Massmutual Trust Co. FSB ADV | 18 | $2 | 03/31/2024 |
| IVOG | 18 | $2 | 03/31/2024 |
| Assetmark Inc. | 18 | $2 | 12/31/2023 |
| IVOG | 18 | $2 | 12/31/2023 |
| AdvisorNet Financial Inc | 8 | $1 | 03/31/2024 |
| IVOG | 8 | $1 | 03/31/2024 |
See Summary: Institutional Holders of IVOG
See Details: Top 10 Hedge Funds Holding IVOG
Also See: IVOG Holdings Changes
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