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Institutional Holders of IDEV

There is a long list of 381 institutional holders of IDEV within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of IDEV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IDEV table below, the initial column indicates the name of each top institutional holder of IDEV, with a link to that fund's top holdings. The next columns indicate the amount of IDEV stock held by each of the institutional holders of IDEV, followed by the IDEV position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE32,782,617$2,086,941 12/31/2023
     IDEV32,782,617$2,086,941 12/31/2023
BlackRock Inc.19,785,034$1,259,515 12/31/2023
     IDEV19,785,034$1,259,515 12/31/2023
Creative Planning18,186,121$1,157,728 12/31/2023
     IDEV18,186,121$1,157,728 12/31/2023
Morgan Stanley8,647,764$550,517 12/31/2023
     IDEV8,647,764$550,517 12/31/2023
Bank of Finland7,206,349$458,756 12/31/2023
     IDEV7,206,349$458,756 12/31/2023
Sei Investments Co.5,686,032$361,972 12/31/2023
     IDEV5,686,032$361,972 12/31/2023
Citigroup Inc.4,036,749$256,979 12/31/2023
     IDEV4,036,749$256,979 12/31/2023
Auto Owners Insurance Co2,412,000$153,656 12/31/2023
     IDEV2,412,000$153,656 12/31/2023
Buckingham Strategic Wealth LLC1,689,789$107,572 12/31/2023
     IDEV1,689,789$107,572 12/31/2023
Royal Bank of Canada1,603,058$102,051 12/31/2023
     IDEV1,603,058$102,051 12/31/2023
Assetmark Inc.1,516,933$96,568 12/31/2023
     IDEV1,516,933$96,568 12/31/2023
MCF Advisors LLC1,399,766$93,966 03/31/2024
     IDEV1,399,766$93,966 03/31/2024
Stratos Wealth Partners LTD.1,359,017$91,231 03/31/2024
     IDEV1,359,017$91,231 03/31/2024
Buckingham Strategic Partners1,395,104$88,812 12/31/2023
     IDEV1,395,104$88,812 12/31/2023
UBS Group AG1,323,707$84,267 12/31/2023
     IDEV1,323,707$84,267 12/31/2023
Capital Asset Advisory Services LLC1,259,920$83,810 03/31/2024
     IDEV1,259,920$83,810 03/31/2024
Axxcess Wealth Management LLC1,299,707$82,739 12/31/2023
     IDEV1,299,707$82,739 12/31/2023
Davidson Investment Advisors1,235,947$78,680 12/31/2023
     IDEV1,235,947$78,680 12/31/2023
Envestnet Asset Management Inc.1,091,498$69,485 12/31/2023
     IDEV1,091,498$69,485 12/31/2023
Aptus Capital Advisors LLC1,043,291$66,416 12/31/2023
     IDEV1,043,291$66,416 12/31/2023
TFC Financial Management991,644$63,128 12/31/2023
     IDEV991,644$63,128 12/31/2023
Clarius Group LLC882,687$59,255 03/31/2024
     IDEV882,687$59,255 03/31/2024
JPMorgan Chase & Co.916,034$58,315 12/31/2023
     IDEV916,034$58,315 12/31/2023
Mariner LLC832,840$53,019 12/31/2023
     IDEV832,840$53,019 12/31/2023
Litman Gregory Asset Management LLC822,531$52,362 12/31/2023
     IDEV822,531$52,362 12/31/2023
Wells Fargo & Company MN821,949$52,325 12/31/2023
     IDEV821,949$52,325 12/31/2023
AE Wealth Management LLC804,827$50,946 12/31/2023
     IDEV804,827$50,946 12/31/2023
Amarillo National Bank742,111$49,818 03/31/2024
     IDEV742,111$49,818 03/31/2024
Horizon Investments LLC721,176$45,910 12/31/2023
     IDEV721,176$45,910 12/31/2023
The PNC Financial Services Group Inc.682,401$43,442 12/31/2023
     IDEV682,401$43,442 12/31/2023
Rock Creek Group LP606,286$38,841 12/31/2023
     IDEV606,286$38,841 12/31/2023
Foster Group Inc.574,195$38,546 03/31/2024
     IDEV574,195$38,546 03/31/2024
Signature Estate & Investment Advisors LLC599,931$38,191 12/31/2023
     IDEV599,931$38,191 12/31/2023
Commonwealth Equity Services LLC521,589$33,204 12/31/2023
     IDEV521,589$33,204 12/31/2023
Truist Financial Corp511,111$32,537 12/31/2023
     IDEV511,111$32,537 12/31/2023
Standpoint Asset Management LLC493,900$31,442 12/31/2023
     IDEV493,900$31,442 12/31/2023
LPL Financial LLC485,423$30,902 12/31/2023
     IDEV485,423$30,902 12/31/2023
Captrust Financial Advisors468,400$29,818 12/31/2023
     IDEV468,400$29,818 12/31/2023
Arrow Financial Corp463,678$29,518 12/31/2023
     IDEV463,678$29,518 12/31/2023
Raymond James & Associates424,962$28,528 03/31/2024
     IDEV424,962$28,528 03/31/2024
Raymond James Financial Services Advisors Inc.394,099$26,456 03/31/2024
     IDEV394,099$26,456 03/31/2024
AAFCPAs Wealth Management LLC403,738$25,702 12/31/2023
     IDEV403,738$25,702 12/31/2023
Divergent Wealth Advisors LLC393,906$25,076 12/31/2023
     IDEV393,906$25,076 12/31/2023
Orion Portfolio Solutions LLC395,176$25,034 12/31/2023
     IDEV395,176$25,034 12/31/2023
DDFG Inc387,850$24,691 12/31/2023
     IDEV387,850$24,691 12/31/2023
MML Investors Services LLC372,060$23,685 12/31/2023
     IDEV372,060$23,685 12/31/2023
FDx Advisors Inc.356,036$22,665 12/31/2023
     IDEV356,036$22,665 12/31/2023
Advisor Group Holdings Inc.324,656$20,672 12/31/2023
     IDEV324,656$20,672 12/31/2023
Stockman Wealth Management Inc.279,908$18,790 03/31/2024
     IDEV279,908$18,790 03/31/2024
HighTower Advisors LLC290,053$18,454 12/31/2023
     IDEV290,053$18,454 12/31/2023

See All: Funds Holding IDEV
See Details: Top 10 Hedge Funds Holding IDEV
Also See: IDEV Holdings Changes

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