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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | 32,782,617 | $2,086,941 | 12/31/2023 |
IDEV | 32,782,617 | $2,086,941 | 12/31/2023 |
BlackRock Inc. | 19,785,034 | $1,259,515 | 12/31/2023 |
IDEV | 19,785,034 | $1,259,515 | 12/31/2023 |
Creative Planning | 18,186,121 | $1,157,728 | 12/31/2023 |
IDEV | 18,186,121 | $1,157,728 | 12/31/2023 |
Morgan Stanley | 8,647,764 | $550,517 | 12/31/2023 |
IDEV | 8,647,764 | $550,517 | 12/31/2023 |
Bank of Finland | 7,206,349 | $458,756 | 12/31/2023 |
IDEV | 7,206,349 | $458,756 | 12/31/2023 |
Sei Investments Co. | 5,686,032 | $361,972 | 12/31/2023 |
IDEV | 5,686,032 | $361,972 | 12/31/2023 |
Citigroup Inc. | 4,036,749 | $256,979 | 12/31/2023 |
IDEV | 4,036,749 | $256,979 | 12/31/2023 |
Auto Owners Insurance Co | 2,412,000 | $153,656 | 12/31/2023 |
IDEV | 2,412,000 | $153,656 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 1,689,789 | $107,572 | 12/31/2023 |
IDEV | 1,689,789 | $107,572 | 12/31/2023 |
Royal Bank of Canada | 1,603,058 | $102,051 | 12/31/2023 |
IDEV | 1,603,058 | $102,051 | 12/31/2023 |
Assetmark Inc. | 1,516,933 | $96,568 | 12/31/2023 |
IDEV | 1,516,933 | $96,568 | 12/31/2023 |
MCF Advisors LLC | 1,399,766 | $93,966 | 03/31/2024 |
IDEV | 1,399,766 | $93,966 | 03/31/2024 |
Stratos Wealth Partners LTD. | 1,359,017 | $91,231 | 03/31/2024 |
IDEV | 1,359,017 | $91,231 | 03/31/2024 |
Buckingham Strategic Partners | 1,395,104 | $88,812 | 12/31/2023 |
IDEV | 1,395,104 | $88,812 | 12/31/2023 |
UBS Group AG | 1,323,707 | $84,267 | 12/31/2023 |
IDEV | 1,323,707 | $84,267 | 12/31/2023 |
Capital Asset Advisory Services LLC | 1,259,920 | $83,810 | 03/31/2024 |
IDEV | 1,259,920 | $83,810 | 03/31/2024 |
Axxcess Wealth Management LLC | 1,299,707 | $82,739 | 12/31/2023 |
IDEV | 1,299,707 | $82,739 | 12/31/2023 |
Davidson Investment Advisors | 1,235,947 | $78,680 | 12/31/2023 |
IDEV | 1,235,947 | $78,680 | 12/31/2023 |
Envestnet Asset Management Inc. | 1,091,498 | $69,485 | 12/31/2023 |
IDEV | 1,091,498 | $69,485 | 12/31/2023 |
Aptus Capital Advisors LLC | 1,043,291 | $66,416 | 12/31/2023 |
IDEV | 1,043,291 | $66,416 | 12/31/2023 |
TFC Financial Management | 991,644 | $63,128 | 12/31/2023 |
IDEV | 991,644 | $63,128 | 12/31/2023 |
Clarius Group LLC | 882,687 | $59,255 | 03/31/2024 |
IDEV | 882,687 | $59,255 | 03/31/2024 |
JPMorgan Chase & Co. | 916,034 | $58,315 | 12/31/2023 |
IDEV | 916,034 | $58,315 | 12/31/2023 |
Mariner LLC | 832,840 | $53,019 | 12/31/2023 |
IDEV | 832,840 | $53,019 | 12/31/2023 |
Litman Gregory Asset Management LLC | 822,531 | $52,362 | 12/31/2023 |
IDEV | 822,531 | $52,362 | 12/31/2023 |
Wells Fargo & Company MN | 821,949 | $52,325 | 12/31/2023 |
IDEV | 821,949 | $52,325 | 12/31/2023 |
AE Wealth Management LLC | 804,827 | $50,946 | 12/31/2023 |
IDEV | 804,827 | $50,946 | 12/31/2023 |
Amarillo National Bank | 742,111 | $49,818 | 03/31/2024 |
IDEV | 742,111 | $49,818 | 03/31/2024 |
Horizon Investments LLC | 721,176 | $45,910 | 12/31/2023 |
IDEV | 721,176 | $45,910 | 12/31/2023 |
The PNC Financial Services Group Inc. | 682,401 | $43,442 | 12/31/2023 |
IDEV | 682,401 | $43,442 | 12/31/2023 |
Rock Creek Group LP | 606,286 | $38,841 | 12/31/2023 |
IDEV | 606,286 | $38,841 | 12/31/2023 |
Foster Group Inc. | 574,195 | $38,546 | 03/31/2024 |
IDEV | 574,195 | $38,546 | 03/31/2024 |
Signature Estate & Investment Advisors LLC | 599,931 | $38,191 | 12/31/2023 |
IDEV | 599,931 | $38,191 | 12/31/2023 |
Commonwealth Equity Services LLC | 521,589 | $33,204 | 12/31/2023 |
IDEV | 521,589 | $33,204 | 12/31/2023 |
Truist Financial Corp | 511,111 | $32,537 | 12/31/2023 |
IDEV | 511,111 | $32,537 | 12/31/2023 |
Standpoint Asset Management LLC | 493,900 | $31,442 | 12/31/2023 |
IDEV | 493,900 | $31,442 | 12/31/2023 |
LPL Financial LLC | 485,423 | $30,902 | 12/31/2023 |
IDEV | 485,423 | $30,902 | 12/31/2023 |
Captrust Financial Advisors | 468,400 | $29,818 | 12/31/2023 |
IDEV | 468,400 | $29,818 | 12/31/2023 |
Arrow Financial Corp | 463,678 | $29,518 | 12/31/2023 |
IDEV | 463,678 | $29,518 | 12/31/2023 |
Raymond James & Associates | 424,962 | $28,528 | 03/31/2024 |
IDEV | 424,962 | $28,528 | 03/31/2024 |
Raymond James Financial Services Advisors Inc. | 394,099 | $26,456 | 03/31/2024 |
IDEV | 394,099 | $26,456 | 03/31/2024 |
AAFCPAs Wealth Management LLC | 403,738 | $25,702 | 12/31/2023 |
IDEV | 403,738 | $25,702 | 12/31/2023 |
Divergent Wealth Advisors LLC | 393,906 | $25,076 | 12/31/2023 |
IDEV | 393,906 | $25,076 | 12/31/2023 |
Orion Portfolio Solutions LLC | 395,176 | $25,034 | 12/31/2023 |
IDEV | 395,176 | $25,034 | 12/31/2023 |
DDFG Inc | 387,850 | $24,691 | 12/31/2023 |
IDEV | 387,850 | $24,691 | 12/31/2023 |
MML Investors Services LLC | 372,060 | $23,685 | 12/31/2023 |
IDEV | 372,060 | $23,685 | 12/31/2023 |
FDx Advisors Inc. | 356,036 | $22,665 | 12/31/2023 |
IDEV | 356,036 | $22,665 | 12/31/2023 |
Advisor Group Holdings Inc. | 324,656 | $20,672 | 12/31/2023 |
IDEV | 324,656 | $20,672 | 12/31/2023 |
Stockman Wealth Management Inc. | 279,908 | $18,790 | 03/31/2024 |
IDEV | 279,908 | $18,790 | 03/31/2024 |
HighTower Advisors LLC | 290,053 | $18,454 | 12/31/2023 |
IDEV | 290,053 | $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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