IVAL(IVAL)
IVAL
Institutional Ownership
Top 44 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Revolve Wealth Partners, LLC | 1.32M | Sep 30, 26 | +48.76K | 21.69% |
| HighTower Advisors, LLC | 307.47K | Sep 30, 26 | -8.95K | 5.06% |
| One Degree Advisors Inc | 126.24K | Sep 30, 26 | +2.36K | 2.08% |
| Royal Harbor Partners, LLC | 112.36K | Sep 30, 26 | +1.55K | 1.85% |
| Vise Technologies, Inc. | 64.28K | Sep 30, 26 | +23.44K | 1.06% |
| Warren Street Wealth Advisors, LLC | 48.54K | Sep 30, 26 | +1.30K | 0.80% |
| L.K. Benson & Company, P.C. | 32.86K | Sep 30, 26 | +4.60K | 0.54% |
| BAKER BOYER NATIONAL BANK | 29.85K | Sep 30, 26 | +552 | 0.49% |
| Sankala Group LLC | 20.97K | Sep 30, 26 | -2.61K | 0.35% |
| QUARRY HILL ADVISORS, LLC | 10.83K | Sep 30, 26 | -- | 0.18% |
| Focus Advisor Solutions, LLC | 10.82K | Sep 30, 26 | +10.82K | 0.18% |
| LPL Financial LLC | 9.73K | Sep 30, 26 | +20 | 0.16% |
| United Financial Planning Group LLC | 658 | Sep 30, 26 | +658 | 0.01% |
| BIRCH FINANCIAL GROUP, LLC | 600 | Sep 30, 26 | +600 | 0.01% |
| UBS Group AG | 154 | Sep 30, 26 | +154 | 0.00% |
| Empowered Funds, LLC | 218.58K | Jun 30, 26 | +28.92K | 3.60% |
| Empirical Finance, LLC | 172.11K | Jun 30, 26 | -122.77K | 2.83% |
| Savvy Advisors, Inc. | 131.10K | Jun 30, 26 | +8.59K | 2.16% |
| Stratos Wealth Advisors, LLC | 106.18K | Jun 30, 26 | +3.33K | 1.75% |
| Stokes Family Office, LLC | 50.76K | Jun 30, 26 | +38.88K | 0.84% |
| Valley Financial Group, Inc. | 44.54K | Jun 30, 26 | -336 | 0.73% |
| JANE STREET GROUP, LLC | 42.10K | Jun 30, 26 | +42.10K | 0.69% |
| AQR CAPITAL MANAGEMENT LLC | 32.75K | Jun 30, 26 | -- | 0.54% |
| RAYMOND JAMES FINANCIAL INC | 9.03K | Jun 30, 26 | +635 | 0.15% |
| OLD MISSION CAPITAL LLC | 8.73K | Jun 30, 26 | +8.73K | 0.14% |
| ROYAL BANK OF CANADA | 2.74K | Jun 30, 26 | -6.68K | 0.05% |
| Federation des caisses Desjardins du Quebec | 1.67K | Jun 30, 26 | -- | 0.03% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.25K | Jun 30, 26 | -433 | 0.02% |
| OSAIC HOLDINGS, INC. | 410 | Jun 30, 26 | -- | 0.01% |
| VANGUARD ADVISERS INC | 12 | Jun 30, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 8 | Jun 30, 26 | -- | 0.00% |
| Kilter Group LLC | 2 | Jun 30, 26 | -- | 0.00% |
| MANNING & NAPIER ADVISORS LLC | 1 | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | -- | 0.00% |
| AMERIPRISE FINANCIAL INC | -- | Jun 30, 26 | -10.52K | -- |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -8 | -- |
| Kathleen S. Wright Associates Inc. | 2.00K | Sep 30, 25 | -- | 0.03% |
| EA Series Trust | 460.40K | Jun 30, 23 | +460.40K | 7.58% |
| Silicon Hills Wealth Management, LLC | 15.38K | Jun 30, 23 | -989 | 0.25% |
| ACG Wealth | -- | Sep 30, 22 | -160 | -- |
| OLD MISSION CAPITAL, LLC | 101.36K | Dec 31, 20 | +101.36K | 1.67% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | -- | Mar 31, 20 | -40 | -- |
| WFG Advisors, LP | 56.52K | Jun 30, 17 | +28.14K | 0.93% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -22.73K | -- |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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