HoldingsChannel.com
There is a long list of 57 institutional holders of IFV 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 IFV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IFV table below, the initial column indicates the name of each top institutional holder of IFV, with a link to that fund's top holdings. The next columns indicate the amount of IFV stock held by each of the institutional holders of IFV, followed by the IFV 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 |
|---|---|---|---|
 Morgan Stanley | 2,227,785 | $43,531 | 12/31/2023 |
| IFV | 2,227,785 | $43,531 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 1,147,707 | $22,954 | 03/31/2024 |
| IFV | 1,147,707 | $22,954 | 03/31/2024 |
| Concurrent Investment Advisors LLC | 680,207 | $13,291 | 12/31/2023 |
| IFV | 680,207 | $13,291 | 12/31/2023 |
| GWM Advisors LLC | 467,672 | $9,110 | 12/31/2023 |
| IFV | 467,672 | $9,110 | 12/31/2023 |
| Wells Fargo & Company MN | 458,667 | $8,962 | 12/31/2023 |
| IFV | 458,667 | $8,962 | 12/31/2023 |
| LPL Financial LLC | 443,197 | $8,660 | 12/31/2023 |
| IFV | 443,197 | $8,660 | 12/31/2023 |
| Advisor Group Holdings Inc. | 388,724 | $7,595 | 12/31/2023 |
| IFV | 388,724 | $7,595 | 12/31/2023 |
| Raymond James & Associates | 331,325 | $6,626 | 03/31/2024 |
| IFV | 331,325 | $6,626 | 03/31/2024 |
| Bank of America Corp DE | 161,509 | $3,156 | 12/31/2023 |
| IFV | 161,509 | $3,156 | 12/31/2023 |
| Prospera Financial Services Inc | 159,868 | $3,124 | 12/31/2023 |
| IFV | 159,868 | $3,124 | 12/31/2023 |
| Genesee Capital Advisors LLC | 146,858 | $2,937 | 03/31/2024 |
| IFV | 146,858 | $2,937 | 03/31/2024 |
| UBS Group AG | 147,851 | $2,889 | 12/31/2023 |
| IFV | 147,851 | $2,889 | 12/31/2023 |
| Commonwealth Equity Services LLC | 100,877 | $2,018 | 03/31/2024 |
| IFV | 100,877 | $2,018 | 03/31/2024 |
| Jane Street Group LLC | 92,813 | $1,814 | 12/31/2023 |
| IFV | 92,813 | $1,814 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 52,158 | $1,043 | 03/31/2024 |
| IFV | 52,158 | $1,043 | 03/31/2024 |
| Cetera Advisor Networks LLC | 52,381 | $1,024 | 12/31/2023 |
| IFV | 52,381 | $1,024 | 12/31/2023 |
| Rockefeller Capital Management L.P. | 49,798 | $973 | 12/31/2023 |
| IFV | 49,798 | $973 | 12/31/2023 |
| Trueblood Wealth Management LLC | 44,038 | $881 | 03/31/2024 |
| IFV | 44,038 | $881 | 03/31/2024 |
| Arkadios Wealth Advisors | 42,327 | $847 | 03/31/2024 |
| IFV | 42,327 | $847 | 03/31/2024 |
| MML Investors Services LLC | 40,189 | $785 | 12/31/2023 |
| IFV | 40,189 | $785 | 12/31/2023 |
| Stifel Financial Corp | 38,307 | $749 | 12/31/2023 |
| IFV | 38,307 | $749 | 12/31/2023 |
| Citadel Advisors LLC | 36,908 | $721 | 12/31/2023 |
| IFV | 36,908 | $721 | 12/31/2023 |
| Pine Valley Investments Ltd Liability Co | 36,023 | $704 | 12/31/2023 |
| IFV | 36,023 | $704 | 12/31/2023 |
| Barnes Pettey Financial Advisors LLC | 34,443 | $673 | 12/31/2023 |
| IFV | 34,443 | $673 | 12/31/2023 |
| Kestra Advisory Services LLC | 34,390 | $672 | 12/31/2023 |
| IFV | 34,390 | $672 | 12/31/2023 |
| Kestra Private Wealth Services LLC | 29,365 | $587 | 03/31/2024 |
| IFV | 29,365 | $587 | 03/31/2024 |
| PFG Investments LLC | 27,662 | $553 | 03/31/2024 |
| IFV | 27,662 | $553 | 03/31/2024 |
| Envestnet Asset Management Inc. | 27,687 | $541 | 12/31/2023 |
| IFV | 27,687 | $541 | 12/31/2023 |
| Susquehanna International Group LLP | 18,172 | $355 | 12/31/2023 |
| IFV | 18,172 | $355 | 12/31/2023 |
| Eqis Capital Management Inc. | 17,685 | $346 | 12/31/2023 |
| IFV | 17,685 | $346 | 12/31/2023 |
| Goldman Sachs Group Inc. | 16,603 | $324 | 12/31/2023 |
| IFV | 16,603 | $324 | 12/31/2023 |
| D.A. Davidson & CO. | 14,550 | $284 | 12/31/2023 |
| IFV | 14,550 | $284 | 12/31/2023 |
| Wiley BROS. Aintree Capital LLC | 13,889 | $278 | 03/31/2024 |
| IFV | 13,889 | $278 | 03/31/2024 |
| BOKF NA | 12,771 | $250 | 12/31/2023 |
| IFV | 12,771 | $250 | 12/31/2023 |
| Jaffetilchin Investment Partners LLC | 12,813 | $250 | 12/31/2023 |
| IFV | 12,813 | $250 | 12/31/2023 |
| Private Advisor Group LLC | 12,219 | $244 | 03/31/2024 |
| IFV | 12,219 | $244 | 03/31/2024 |
| Steward Partners Investment Advisory LLC | 6,748 | $132 | 12/31/2023 |
| IFV | 6,748 | $132 | 12/31/2023 |
| Comerica Bank | 4,284 | $84 | 12/31/2023 |
| IFV | 4,284 | $84 | 12/31/2023 |
| Hexagon Capital Partners LLC | 3,125 | $62 | 03/31/2024 |
| IFV | 3,125 | $62 | 03/31/2024 |
| City Holding Co. | 1,500 | $30 | 03/31/2024 |
| IFV | 1,500 | $30 | 03/31/2024 |
| Element Wealth LLC | 1,442 | $28 | 12/31/2023 |
| IFV | 1,442 | $28 | 12/31/2023 |
| Founders Financial Alliance LLC | 1,387 | $27 | 12/31/2023 |
| IFV | 1,387 | $27 | 12/31/2023 |
| Capital Investment Advisory Services LLC | 1,293 | $26 | 03/31/2024 |
| IFV | 1,293 | $26 | 03/31/2024 |
| Advisory Services Network LLC | 1,240 | $24 | 12/31/2023 |
| IFV | 1,240 | $24 | 12/31/2023 |
| Riggs Asset Managment Co. Inc. | 768 | $15 | 12/31/2023 |
| IFV | 768 | $15 | 12/31/2023 |
| Colonial Trust Co SC | 628 | $12 | 12/31/2023 |
| IFV | 628 | $12 | 12/31/2023 |
| NBT Bank N A NY | 544 | $11 | 03/31/2024 |
| IFV | 544 | $11 | 03/31/2024 |
| FMR LLC | 571 | $11 | 12/31/2023 |
| IFV | 571 | $11 | 12/31/2023 |
| MTM Investment Management LLC | 406 | $8 | 03/31/2024 |
| IFV | 406 | $8 | 03/31/2024 |
| The PNC Financial Services Group Inc. | 229 | $4 | 12/31/2023 |
| IFV | 229 | $4 | 12/31/2023 |
See All: Funds Holding IFV
See Details: Top 10 Hedge Funds Holding IFV
Also See: IFV Holdings Changes
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