IDVO(IDVO)
IDVO
$43.00—Stale · unknown old
NYSE • Last print unknown ago
$43.00—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 2.28M | Jun 30, 26 | +277.66K | 7.10% |
| Consolidated Planning Corp | 1.26M | Jun 30, 26 | +1.25M | 3.91% |
| Janney Montgomery Scott LLC | 1.08M | Jun 30, 26 | +244.27K | 3.37% |
| LPL Financial LLC | 997.62K | Jun 30, 26 | +215.78K | 3.10% |
| GREAT VALLEY ADVISOR GROUP, INC. | 639.97K | Jun 30, 26 | +13.45K | 1.99% |
| ADVISOR GROUP HOLDINGS, INC. | 614.47K | Jun 30, 26 | +120.56K | 1.91% |
| Principle Wealth Partners LLC | 472.36K | Jun 30, 26 | +51.05K | 1.47% |
| STIFEL FINANCIAL CORP | 456.67K | Jun 30, 26 | +48.03K | 1.42% |
| MORGAN STANLEY | 431.83K | Jun 30, 26 | +431.38K | 1.34% |
| Sequoia Financial Advisors, LLC | 422.51K | Jun 30, 26 | -72.90K | 1.31% |
| UBS Group AG | 346.34K | Jun 30, 26 | +8.41K | 1.08% |
| ROYAL BANK OF CANADA | 235.44K | Jun 30, 26 | +136.98K | 0.73% |
| CARY STREET PARTNERS FINANCIAL LLC | 230.38K | Jun 30, 26 | +230.38K | 0.72% |
| COMMONWEALTH EQUITY SERVICES, LLC | 223.61K | Jun 30, 26 | +8.83K | 0.70% |
| Elmwood Wealth Management, Inc. | 205.23K | Jun 30, 26 | +3.71K | 0.64% |
| EverSource Wealth Advisors, LLC | 165.08K | Jun 30, 26 | +9.29K | 0.51% |
| ARQ WEALTH ADVISORS, LLC | 164.80K | Jun 30, 26 | +164.80K | 0.51% |
| Steward Partners Investment Advisory, LLC | 143.99K | Jun 30, 26 | +6.22K | 0.45% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 139.95K | Jun 30, 26 | +25.39K | 0.44% |
| TRUIST FINANCIAL CORP | 135.85K | Jun 30, 26 | +5.06K | 0.42% |
| Atlas Wealth LLC | 127.50K | Jun 30, 26 | +16.84K | 0.40% |
| ENVESTNET ASSET MANAGEMENT INC | 123.90K | Jun 30, 26 | -12.29K | 0.39% |
| IAM Advisory, LLC | 103.90K | Jun 30, 26 | +4.39K | 0.32% |
| Proficio Capital Partners LLC | 101.52K | Jun 30, 26 | +38.31K | 0.32% |
| Baird Financial Group, Inc. | 94.19K | Jun 30, 26 | +47.43K | 0.29% |
| Visionary Wealth Advisors | 91.96K | Jun 30, 26 | +11.24K | 0.29% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 90.80K | Jun 30, 26 | +783 | 0.28% |
| SAGESPRING WEALTH PARTNERS, LLC | 65.13K | Jun 30, 26 | +6.53K | 0.20% |
| Retirement Planning Group | 65.02K | Jun 30, 26 | +8.62K | 0.20% |
| Financial Insights, Inc. | 54.23K | Jun 30, 26 | +3.58K | 0.17% |
| Pasadena Private Wealth, LLC | 52.42K | Jun 30, 26 | +10.24K | 0.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 48.85K | Jun 30, 26 | +11.06K | 0.15% |
| CAP Partners, LLC | 46.45K | Jun 30, 26 | +1.08K | 0.14% |
| Capital Investment Advisory Services, LLC | 45.21K | Jun 30, 26 | +3.04K | 0.14% |
| NewEdge Advisors, LLC | 41.07K | Jun 30, 26 | +2.75K | 0.13% |
| URS Advisory LLC | 37.54K | Jun 30, 26 | -24.54K | 0.12% |
| Northwest Financial Advisors | 35.33K | Jun 30, 26 | -1.47K | 0.11% |
| Snowden Capital Advisors LLC | 34.85K | Jun 30, 26 | +2.11K | 0.11% |
| JONES FINANCIAL COMPANIES LLLP | 34.52K | Jun 30, 26 | +9.27K | 0.11% |
| Navis Wealth Advisors, LLC | 31.73K | Jun 30, 26 | +31.73K | 0.10% |
| OLD MISSION CAPITAL LLC | 31.45K | Jun 30, 26 | -22.53K | 0.10% |
| WEST MICHIGAN ADVISORS, LLC | 30.90K | Jun 30, 26 | -- | 0.10% |
| Carr Financial Group Corp | 30.29K | Jun 30, 26 | +2.56K | 0.09% |
| Private Advisor Group, LLC | 28.53K | Jun 30, 26 | +7.53K | 0.09% |
| Karras Company, Inc. | 28.42K | Jun 30, 26 | +8.79K | 0.09% |
| MILESTONE ASSET MANAGEMENT, LLC | 26.30K | Jun 30, 26 | +26.30K | 0.08% |
| US BANCORP \DE\ | 25.88K | Jun 30, 26 | +9.47K | 0.08% |
| JPMORGAN CHASE & CO | 25.00K | Jun 30, 26 | +24.94K | 0.08% |
| Bright Futures Wealth Management, LLC. | 24.53K | Jun 30, 26 | -2.90K | 0.08% |
| Savvy Advisors, Inc. | 24.31K | Jun 30, 26 | -821 | 0.08% |
| JOHNSON INVESTMENT COUNSEL INC | 23.02K | Jun 30, 26 | -- | 0.07% |
| Institute for Wealth Management, LLC. | 22.96K | Jun 30, 26 | +7.49K | 0.07% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 22.71K | Jun 30, 26 | +22.71K | 0.07% |
| Farther Finance Advisors, LLC | 22.64K | Jun 30, 26 | -2.29K | 0.07% |
| Embree Financial Group | 21.57K | Jun 30, 26 | +5.54K | 0.07% |
| HARBOUR INVESTMENTS, INC. | 21.49K | Jun 30, 26 | +11.84K | 0.07% |
| Hilltop Holdings Inc. | 20.45K | Jun 30, 26 | -185 | 0.06% |
| Goldstone Financial Group, LLC | 19.26K | Jun 30, 26 | -1.27K | 0.06% |
| HBK Sorce Advisory LLC | 15.93K | Jun 30, 26 | +4.66K | 0.05% |
| Reliant Wealth Planning | 15.03K | Jun 30, 26 | +5.79K | 0.05% |
| Kestra Advisory Services, LLC | 14.68K | Jun 30, 26 | +14.68K | 0.05% |
| KINGSWOOD WEALTH ADVISORS, LLC | 13.74K | Jun 30, 26 | +3.69K | 0.04% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 11.03K | Jun 30, 26 | +4.88K | 0.03% |
| UMB Bank, n.a. | 10.80K | Jun 30, 26 | -- | 0.03% |
| Equitable Holdings, Inc. | 10.70K | Jun 30, 26 | +1.16K | 0.03% |
| Arkadios Wealth Advisors | 10.49K | Jun 30, 26 | +2.06K | 0.03% |
| Sigma Planning Corp | 10.13K | Jun 30, 26 | +10.13K | 0.03% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8.99K | Jun 30, 26 | +8.99K | 0.03% |
| Strategic Wealth Partners, Ltd. | 8.93K | Jun 30, 26 | +8.93K | 0.03% |
| Redwood Family Wealth LLC | 8.75K | Jun 30, 26 | -460 | 0.03% |
| Atria Investments, Inc | 8.54K | Jun 30, 26 | +1.82K | 0.03% |
| INDEPENDENT FINANCIAL GROUP, LLC | 8.42K | Jun 30, 26 | +1.33K | 0.03% |
| Mariner, LLC | 8.30K | Jun 30, 26 | +8.30K | 0.03% |
| Marion Wealth Management | 7.86K | Jun 30, 26 | +2.12K | 0.02% |
| FLAGSTAR ADVISORS INC. | 7.38K | Jun 30, 26 | +7.38K | 0.02% |
| Tidemark, LLC | 7.01K | Jun 30, 26 | +222 | 0.02% |
| PFG Investments, LLC | 6.76K | Jun 30, 26 | -493 | 0.02% |
| HighTower Advisors, LLC | 6.73K | Jun 30, 26 | +6.73K | 0.02% |
| HighPoint Advisor Group LLC | 6.38K | Jun 30, 26 | +266 | 0.02% |
| LifeGoal Wealth Advisors | 6.31K | Jun 30, 26 | +6.31K | 0.02% |
| WELLS FARGO & COMPANY/MN | 6.12K | Jun 30, 26 | +6.12K | 0.02% |
| Capital Wealth Planning, LLC | 5.75K | Jun 30, 26 | +5.75K | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 5.65K | Jun 30, 26 | -1 | 0.02% |
| BENJAMIN EDWARDS INC | 5.51K | Jun 30, 26 | +475 | 0.02% |
| Bison Wealth, LLC | 5.24K | Jun 30, 26 | +474 | 0.02% |
| MONECO Advisors, LLC | 5.13K | Jun 30, 26 | +5.13K | 0.02% |
| Brookstone Capital Management | 5.10K | Jun 30, 26 | +5.10K | 0.02% |
| Mission Hills Financial Advisory, LLC | 5.05K | Jun 30, 26 | +5.05K | 0.02% |
| Avidian Wealth Solutions, LLC | 4.85K | Jun 30, 26 | +4.85K | 0.02% |
| Trexquant Investment LP | 4.85K | Jun 30, 26 | +4.85K | 0.02% |
| Clear Trail Advisors, LLC | 4.84K | Jun 30, 26 | -614 | 0.02% |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 4.79K | Jun 30, 26 | +4.79K | 0.01% |
| SIMPLEX TRADING, LLC | 3.89K | Jun 30, 26 | -2.46K | 0.01% |
| CENTAURUS FINANCIAL, INC. | 3.80K | Jun 30, 26 | +258 | 0.01% |
| Pinnacle Bancorp, Inc. | 3.43K | Jun 30, 26 | -- | 0.01% |
| AdvisorNet Financial, Inc | 3.13K | Jun 30, 26 | -- | 0.01% |
| FIFTH THIRD BANCORP | 2.44K | Jun 30, 26 | +1.44K | 0.01% |
| Noble Wealth Management PBC | 2.10K | Jun 30, 26 | +2.10K | 0.01% |
| Wealth Enhancement Trust Services, Inc. | 2.00K | Jun 30, 26 | +2.00K | 0.01% |
| Aptus Capital Advisors, LLC | 1.82K | Jun 30, 26 | -- | 0.01% |
| Ancora Advisors, LLC | 1.60K | Jun 30, 26 | -354 | 0.00% |
| Global Retirement Partners, LLC | 1.39K | Jun 30, 26 | +1.39K | 0.00% |
| MPWM ADVISORY SOLUTIONS, LLC | 1.35K | Jun 30, 26 | +1.35K | 0.00% |
| Decker Retirement Planning Inc. | 1.17K | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 1.08K | Jun 30, 26 | -41 | 0.00% |
| TSFG, LLC | 1.06K | Jun 30, 26 | +1.06K | 0.00% |
| Allworth Financial LP | 900 | Jun 30, 26 | +259 | 0.00% |
| PRIVATE TRUST CO NA | 825 | Jun 30, 26 | +825 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 800 | Jun 30, 26 | -- | 0.00% |
| SWAN Capital LLC | 723 | Jun 30, 26 | +423 | 0.00% |
| Triumph Capital Management | 618 | Jun 30, 26 | +15 | 0.00% |
| Integrated Wealth Concepts LLC | 507 | Jun 30, 26 | +507 | 0.00% |
| Federation des caisses Desjardins du Quebec | 473 | Jun 30, 26 | -145 | 0.00% |
| Capital Analysts, LLC | 423 | Jun 30, 26 | -3 | 0.00% |
| ORG Wealth Partners, LLC | 402 | Jun 30, 26 | +1 | 0.00% |
| JPL Wealth Management, LLC | 390 | Jun 30, 26 | +390 | 0.00% |
| NBC SECURITIES, INC. | 350 | Jun 30, 26 | +350 | 0.00% |
| Rockefeller Capital Management L.P. | 300 | Jun 30, 26 | +300 | 0.00% |
| Anchor Bay Capital, Inc. | 295 | Jun 30, 26 | +295 | 0.00% |
| Roble, Belko & Company, Inc | 244 | Jun 30, 26 | +126 | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 200 | Jun 30, 26 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 200 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 137 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 100 | Jun 30, 26 | -1.95K | 0.00% |
| SHP Wealth Management | 89 | Jun 30, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 85 | Jun 30, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 73 | Jun 30, 26 | -- | 0.00% |
| FARMERS & MERCHANTS INVESTMENTS INC | 25 | Jun 30, 26 | -- | 0.00% |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -43.50K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -48.75K | -- |
| SeaCrest Wealth Management, LLC | -- | Jun 30, 26 | -14.37K | -- |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | -- | Jun 30, 26 | -39.65K | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -23 | -- |
| Berbice Capital Management LLC | -- | Jun 30, 26 | -100 | -- |
| Reyes Financial Architecture, Inc. | -- | Jun 30, 26 | -1.49K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -74.92K | -- |
| Qube Research & Technologies Ltd | -- | Jun 30, 26 | -1.48K | -- |
| TBH Global Asset Management, LLC | -- | Jun 30, 26 | -58.52K | -- |
| Patriot Financial Group Insurance Agency, LLC | -- | Jun 30, 26 | -6.11K | -- |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -1.82K | -- |
| JOURNEY STRATEGIC WEALTH LLC | 4.97K | Mar 31, 26 | +4.97K | 0.02% |
| CWM, LLC | 250 | Mar 31, 26 | -550 | 0.00% |
| Sterling Financial Group, Inc. | 528.58K | Sep 30, 25 | +88.52K | 1.64% |
| SPC Financial, Inc. | 5.65K | Sep 30, 25 | +5.65K | 0.02% |
| Raymond James Financial Services Advisors, Inc. | 185.46K | Sep 30, 24 | +106.33K | 0.58% |
| RAYMOND JAMES & ASSOCIATES | 60.22K | Sep 30, 24 | +31.54K | 0.19% |
| BOENNING & SCATTERGOOD, INC. | -- | Dec 31, 22 | -12.50K | -- |