HoldingsChannel.com
On this page, we present all of the funds holding IVOV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IVOV, with a link to that fund's top holdings. The next columns indicate the amount of IVOV stock held by each of the funds holding IVOV, followed by the IVOV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 114 funds holding IVOV 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 IVOV), click the fund name in the "Holder" column of the funds-holding-IVOV table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Mariner LLC | 848,355 | $73,960 | 12/31/2023 |
| IVOV | 848,355 | $73,960 | 12/31/2023 |
| Rockland Trust Co. | 795,874 | $72,265 | 03/31/2024 |
| IVOV | 795,874 | $72,265 | 03/31/2024 |
| Bank of America Corp DE | 382,355 | $33,334 | 12/31/2023 |
| IVOV | 382,355 | $33,334 | 12/31/2023 |
| Morgan Stanley | 219,651 | $19,149 | 12/31/2023 |
| IVOV | 219,651 | $19,149 | 12/31/2023 |
| Stordahl Capital Management Inc. | 165,486 | $15,026 | 03/31/2024 |
| IVOV | 165,486 | $15,026 | 03/31/2024 |
| Octavia Wealth Advisors LLC | 160,410 | $14,565 | 03/31/2024 |
| IVOV | 160,410 | $14,565 | 03/31/2024 |
| Raymond James Financial Services Advisors Inc. | 152,909 | $13,884 | 03/31/2024 |
| IVOV | 152,909 | $13,884 | 03/31/2024 |
| Lutz Financial Services LLC | 133,982 | $11,681 | 12/31/2023 |
| IVOV | 133,982 | $11,681 | 12/31/2023 |
| Aberdeen Wealth Management LLC | 125,504 | $10,941 | 12/31/2023 |
| IVOV | 125,504 | $10,941 | 12/31/2023 |
| Wells Fargo & Company MN | 119,146 | $10,387 | 12/31/2023 |
| IVOV | 119,146 | $10,387 | 12/31/2023 |
| UBS Group AG | 108,631 | $9,470 | 12/31/2023 |
| IVOV | 108,631 | $9,470 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 93,617 | $8,500 | 03/31/2024 |
| IVOV | 93,617 | $8,500 | 03/31/2024 |
| LPL Financial LLC | 90,041 | $7,850 | 12/31/2023 |
| IVOV | 90,041 | $7,850 | 12/31/2023 |
| Kestra Advisory Services LLC | 76,800 | $6,695 | 12/31/2023 |
| IVOV | 76,800 | $6,695 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 71,693 | $6,250 | 12/31/2023 |
| IVOV | 71,693 | $6,250 | 12/31/2023 |
| Raymond James & Associates | 60,002 | $5,448 | 03/31/2024 |
| IVOV | 60,002 | $5,448 | 03/31/2024 |
| Savant Capital LLC | 54,283 | $4,732 | 12/31/2023 |
| IVOV | 54,283 | $4,732 | 12/31/2023 |
| Harbour Investments Inc. | 36,699 | $3,199 | 12/31/2023 |
| IVOV | 36,699 | $3,199 | 12/31/2023 |
| Gateway Advisory LLC | 35,508 | $3,096 | 12/31/2023 |
| IVOV | 35,508 | $3,096 | 12/31/2023 |
| Commonwealth Equity Services LLC | 33,867 | $2,953 | 12/31/2023 |
| IVOV | 33,867 | $2,953 | 12/31/2023 |
| Franklin Resources Inc. | 28,700 | $2,502 | 12/31/2023 |
| IVOV | 28,700 | $2,502 | 12/31/2023 |
| Miracle Mile Advisors LLC | 24,126 | $2,191 | 03/31/2024 |
| IVOV | 24,126 | $2,191 | 03/31/2024 |
| JPMorgan Chase & Co. | 24,336 | $2,122 | 12/31/2023 |
| IVOV | 24,336 | $2,122 | 12/31/2023 |
| Private Advisor Group LLC | 23,589 | $2,056 | 12/31/2023 |
| IVOV | 23,589 | $2,056 | 12/31/2023 |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 18,991 | $1,656 | 12/31/2023 |
| IVOV | 18,991 | $1,656 | 12/31/2023 |
| Thrivent Financial for Lutherans | 18,841 | $1,643 | 12/31/2023 |
| IVOV | 18,841 | $1,643 | 12/31/2023 |
| Keybank National Association OH | 18,095 | $1,578 | 12/31/2023 |
| IVOV | 18,095 | $1,578 | 12/31/2023 |
| MML Investors Services LLC | 17,620 | $1,536 | 12/31/2023 |
| IVOV | 17,620 | $1,536 | 12/31/2023 |
| Truist Financial Corp | 16,399 | $1,430 | 12/31/2023 |
| IVOV | 16,399 | $1,430 | 12/31/2023 |
| Citadel Advisors LLC | 15,472 | $1,349 | 12/31/2023 |
| IVOV | 15,472 | $1,349 | 12/31/2023 |
| Envestnet Asset Management Inc. | 14,475 | $1,262 | 12/31/2023 |
| IVOV | 14,475 | $1,262 | 12/31/2023 |
| Phillips Financial Management LLC | 13,558 | $1,231 | 03/31/2024 |
| IVOV | 13,558 | $1,231 | 03/31/2024 |
| Creative Planning | 14,020 | $1,222 | 12/31/2023 |
| IVOV | 14,020 | $1,222 | 12/31/2023 |
| Ameriprise Financial Inc. | 13,677 | $1,192 | 12/31/2023 |
| IVOV | 13,677 | $1,192 | 12/31/2023 |
| PFG Advisors | 12,932 | $1,127 | 12/31/2023 |
| IVOV | 12,932 | $1,127 | 12/31/2023 |
| Susquehanna International Group LLP | 12,913 | $1,126 | 12/31/2023 |
| IVOV | 12,913 | $1,126 | 12/31/2023 |
| Moneta Group Investment Advisors LLC | 11,567 | $1,008 | 12/31/2023 |
| IVOV | 11,567 | $1,008 | 12/31/2023 |
| Advisor Group Holdings Inc. | 10,127 | $883 | 12/31/2023 |
| IVOV | 10,127 | $883 | 12/31/2023 |
| Heritage Investment Group Inc. | 9,572 | $834 | 12/31/2023 |
| IVOV | 9,572 | $834 | 12/31/2023 |
| Horizon Investment Services LLC | 8,372 | $730 | 12/31/2023 |
| IVOV | 8,372 | $730 | 12/31/2023 |
| Royal Bank of Canada | 8,341 | $727 | 12/31/2023 |
| IVOV | 8,341 | $727 | 12/31/2023 |
| D.A. Davidson & CO. | 8,236 | $718 | 12/31/2023 |
| IVOV | 8,236 | $718 | 12/31/2023 |
| Captrust Financial Advisors | 7,591 | $662 | 12/31/2023 |
| IVOV | 7,591 | $662 | 12/31/2023 |
| Merit Financial Group LLC | 7,599 | $662 | 12/31/2023 |
| IVOV | 7,599 | $662 | 12/31/2023 |
| Spectrum Investment Advisors Inc. | 7,224 | $630 | 12/31/2023 |
| IVOV | 7,224 | $630 | 12/31/2023 |
| Factorial Partners LLC | 7,000 | $610 | 12/31/2023 |
| IVOV | 7,000 | $610 | 12/31/2023 |
| CIBC World Markets Inc. | 5,864 | $511 | 12/31/2023 |
| IVOV | 5,864 | $511 | 12/31/2023 |
| Rodgers & Associates LTD | 5,106 | $445 | 12/31/2023 |
| IVOV | 5,106 | $445 | 12/31/2023 |
| Mosaic Family Wealth Partners LLC | 5,052 | $440 | 12/31/2023 |
| IVOV | 5,052 | $440 | 12/31/2023 |
| James Investment Research Inc. | 4,979 | $434 | 12/31/2023 |
| IVOV | 4,979 | $434 | 12/31/2023 |
| Spire Wealth Management | 4,769 | $433 | 03/31/2024 |
| IVOV | 4,769 | $433 | 03/31/2024 |
| Valmark Advisers Inc. | 4,835 | $422 | 12/31/2023 |
| IVOV | 4,835 | $422 | 12/31/2023 |
| Redhawk Wealth Advisors Inc. | 4,845 | $422 | 12/31/2023 |
| IVOV | 4,845 | $422 | 12/31/2023 |
| EP Wealth Advisors LLC | 4,808 | $419 | 12/31/2023 |
| IVOV | 4,808 | $419 | 12/31/2023 |
| Trail Ridge Investment Advisors LLC | 4,805 | $419 | 12/31/2023 |
| IVOV | 4,805 | $419 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 4,266 | $387 | 03/31/2024 |
| IVOV | 4,266 | $387 | 03/31/2024 |
| Level Four Advisory Services LLC | 4,194 | $366 | 12/31/2023 |
| IVOV | 4,194 | $366 | 12/31/2023 |
| Cary Street Partners Investment Advisory LLC | 4,038 | $352 | 12/31/2023 |
| IVOV | 4,038 | $352 | 12/31/2023 |
| FirstPurpose Wealth LLC | 4,000 | $349 | 03/31/2024 |
| IVOV | 4,000 | $349 | 03/31/2024 |
| Manchester Capital Management LLC | 3,988 | $348 | 12/31/2023 |
| IVOV | 3,988 | $348 | 12/31/2023 |
| Atria Wealth Solutions Inc. | 3,923 | $342 | 12/31/2023 |
| IVOV | 3,923 | $342 | 12/31/2023 |
| IHT Wealth Management LLC | 3,838 | $335 | 12/31/2023 |
| IVOV | 3,838 | $335 | 12/31/2023 |
| Wealthquest Corp | 3,530 | $308 | 12/31/2023 |
| IVOV | 3,530 | $308 | 12/31/2023 |
| AMG National Trust Bank | 3,480 | $303 | 12/31/2023 |
| IVOV | 3,480 | $303 | 12/31/2023 |
| Shufro Rose & Co. LLC | 3,385 | $295 | 12/31/2023 |
| IVOV | 3,385 | $295 | 12/31/2023 |
| Flow Traders U.S. LLC | 3,024 | $264 | 12/31/2023 |
| IVOV | 3,024 | $264 | 12/31/2023 |
| Western Wealth Management LLC | 3,027 | $264 | 12/31/2023 |
| IVOV | 3,027 | $264 | 12/31/2023 |
| U.S. Capital Wealth Advisors LLC | 2,980 | $260 | 12/31/2023 |
| IVOV | 2,980 | $260 | 12/31/2023 |
| Fifth Third Securities Inc. | 2,851 | $259 | 03/31/2024 |
| IVOV | 2,851 | $259 | 03/31/2024 |
| IFG Advisors LLC | 2,770 | $252 | 03/31/2024 |
| IVOV | 2,770 | $252 | 03/31/2024 |
| Ameritas Advisory Services LLC | 2,839 | $247 | 12/31/2023 |
| IVOV | 2,839 | $247 | 12/31/2023 |
| WealthCollab LLC | 2,808 | $245 | 12/31/2023 |
| IVOV | 2,808 | $245 | 12/31/2023 |
| Raymond James Trust N.A. | 2,678 | $243 | 03/31/2024 |
| IVOV | 2,678 | $243 | 03/31/2024 |
| Advisory Services Network LLC | 2,773 | $242 | 12/31/2023 |
| IVOV | 2,773 | $242 | 12/31/2023 |
| Cooper Financial Group | 2,618 | $238 | 03/31/2024 |
| IVOV | 2,618 | $238 | 03/31/2024 |
| National Asset Management Inc. | 2,728 | $238 | 12/31/2023 |
| IVOV | 2,728 | $238 | 12/31/2023 |
| Kingsview Wealth Management LLC | 2,721 | $237 | 12/31/2023 |
| IVOV | 2,721 | $237 | 12/31/2023 |
| Asset Dedication LLC | 2,561 | $233 | 03/31/2024 |
| IVOV | 2,561 | $233 | 03/31/2024 |
| Stifel Financial Corp | 2,594 | $226 | 12/31/2023 |
| IVOV | 2,594 | $226 | 12/31/2023 |
| Cetera Investment Advisers | 2,580 | $225 | 12/31/2023 |
| IVOV | 2,580 | $225 | 12/31/2023 |
| Keystone Financial Group | 2,499 | $218 | 12/31/2023 |
| IVOV | 2,499 | $218 | 12/31/2023 |
| Cerity Partners LLC | 2,366 | $206 | 12/31/2023 |
| IVOV | 2,366 | $206 | 12/31/2023 |
| The PNC Financial Services Group Inc. | 2,356 | $205 | 12/31/2023 |
| IVOV | 2,356 | $205 | 12/31/2023 |
| Rockbridge Investment Management LCC | 2,171 | $189 | 12/31/2023 |
| IVOV | 2,171 | $189 | 12/31/2023 |
| Halpern Financial Inc. | 1,748 | $156 | 03/31/2024 |
| IVOV | 1,748 | $156 | 03/31/2024 |
| Blair William & Co. IL | 1,722 | $150 | 12/31/2023 |
| IVOV | 1,722 | $150 | 12/31/2023 |
| Tower Research Capital LLC TRC | 1,643 | $143 | 12/31/2023 |
| IVOV | 1,643 | $143 | 12/31/2023 |
| Hanson & Doremus Investment Management | 1,504 | $137 | 03/31/2024 |
| IVOV | 1,504 | $137 | 03/31/2024 |
| Glenmede Trust Co. NA | 1,300 | $113 | 12/31/2023 |
| IVOV | 1,300 | $113 | 12/31/2023 |
| Proequities Inc. | 1,026 | $89 | 12/31/2023 |
| IVOV | 1,026 | $89 | 12/31/2023 |
| Glass Jacobson Investment Advisors llc | 972 | $85 | 12/31/2023 |
| IVOV | 972 | $85 | 12/31/2023 |
| Founders Capital Management | 770 | $70 | 03/31/2024 |
| IVOV | 770 | $70 | 03/31/2024 |
| Qube Research & Technologies Ltd | 762 | $66 | 12/31/2023 |
| IVOV | 762 | $66 | 12/31/2023 |
| Bruce G. Allen Investments LLC | 695 | $63 | 03/31/2024 |
| IVOV | 695 | $63 | 03/31/2024 |
| Comerica Bank | 458 | $40 | 12/31/2023 |
| IVOV | 458 | $40 | 12/31/2023 |
| Cape Investment Advisory Inc. | 434 | $38 | 12/31/2023 |
| IVOV | 434 | $38 | 12/31/2023 |
| Fifth Third Bancorp | 392 | $36 | 03/31/2024 |
| IVOV | 392 | $36 | 03/31/2024 |
| Steward Partners Investment Advisory LLC | 326 | $28 | 12/31/2023 |
| IVOV | 326 | $28 | 12/31/2023 |
| Mather Group LLC. | 285 | $25 | 03/31/2024 |
| IVOV | 285 | $25 | 03/31/2024 |
| Allworth Financial LP | 272 | $25 | 03/31/2024 |
| IVOV | 272 | $25 | 03/31/2024 |
| Global Retirement Partners LLC | 258 | $23 | 03/31/2024 |
| IVOV | 258 | $23 | 03/31/2024 |
| IFP Advisors Inc | 260 | $23 | 12/31/2023 |
| IVOV | 260 | $23 | 12/31/2023 |
| FMR LLC | 246 | $21 | 12/31/2023 |
| IVOV | 246 | $21 | 12/31/2023 |
| Geneos Wealth Management Inc. | 224 | $20 | 12/31/2023 |
| IVOV | 224 | $20 | 12/31/2023 |
| Creative Financial Designs Inc. ADV | 208 | $18 | 12/31/2023 |
| IVOV | 208 | $18 | 12/31/2023 |
| NBC Securities Inc. | 178 | $16 | 03/31/2024 |
| IVOV | 178 | $16 | 03/31/2024 |
| Bartlett & Co. LLC | 168 | $15 | 12/31/2023 |
| IVOV | 168 | $15 | 12/31/2023 |
| Bartlett & CO. Wealth Management LLC | 168 | $15 | 12/31/2023 |
| IVOV | 168 | $15 | 12/31/2023 |
| Anchor Investment Management LLC | 138 | $12 | 12/31/2023 |
| IVOV | 138 | $12 | 12/31/2023 |
| Pinnacle Bank | 76 | $7 | 03/31/2024 |
| IVOV | 76 | $7 | 03/31/2024 |
| Cambridge Trust Co. | 60 | $5 | 12/31/2023 |
| IVOV | 60 | $5 | 12/31/2023 |
| CVA Family Office LLC | 22 | $2 | 03/31/2024 |
| IVOV | 22 | $2 | 03/31/2024 |
| Christopher J. Hasenberg Inc | 22 | $2 | 03/31/2024 |
| IVOV | 22 | $2 | 03/31/2024 |
| Larson Financial Group LLC | 24 | $2 | 12/31/2023 |
| IVOV | 24 | $2 | 12/31/2023 |
| SOA Wealth Advisors LLC. | 9 | $1 | 03/31/2024 |
| IVOV | 9 | $1 | 03/31/2024 |
See Summary: Institutional Holders of IVOV
See Details: Top 10 Hedge Funds Holding IVOV
Also See: IVOV Holdings Changes
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