IVVM(IVVM)
IVVM
Institutional Ownership
Top 40 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BlackRock, Inc. | 1.07M | Jun 30, 26 | +1.21K | 22.58% |
| ENVESTNET ASSET MANAGEMENT INC | 724.24K | Jun 30, 26 | -106.79K | 15.34% |
| FOUNDERS FINANCIAL SECURITIES LLC | 437.28K | Jun 30, 26 | -1.08K | 9.26% |
| RAYMOND JAMES FINANCIAL INC | 224.67K | Jun 30, 26 | -906 | 4.76% |
| CAPTRUST FINANCIAL ADVISORS | 162.00K | Jun 30, 26 | -39.45K | 3.43% |
| CRA Financial Services, LLC | 155.88K | Jun 30, 26 | -1.83K | 3.30% |
| LPL Financial LLC | 114.90K | Jun 30, 26 | -8.55K | 2.43% |
| Vavra Capital Management, LLC | 103.07K | Jun 30, 26 | +982 | 2.18% |
| Envestnet Portfolio Solutions, Inc. | 70.65K | Jun 30, 26 | +11.66K | 1.50% |
| COMPASS CAPITAL CORP /MA/ /ADV | 64.33K | Jun 30, 26 | +2.44K | 1.36% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48.67K | Jun 30, 26 | +1.84K | 1.03% |
| PFG Investments, LLC | 36.29K | Jun 30, 26 | +36.29K | 0.77% |
| Cetera Investment Advisers | 32.25K | Jun 30, 26 | +3.19K | 0.68% |
| ADVISOR GROUP HOLDINGS, INC. | 28.19K | Jun 30, 26 | +1.20K | 0.60% |
| LifeGoal Wealth Advisors | 24.37K | Jun 30, 26 | +4.29K | 0.52% |
| Brookstone Capital Management | 20.87K | Jun 30, 26 | +1.84K | 0.44% |
| NewEdge Advisors, LLC | 20.22K | Jun 30, 26 | -184 | 0.43% |
| COFG Advisors, LLC | 17.02K | Jun 30, 26 | +1.66K | 0.36% |
| HighTower Advisors, LLC | 12.12K | Jun 30, 26 | -- | 0.26% |
| Savvy Advisors, Inc. | 9.29K | Jun 30, 26 | +9.29K | 0.20% |
| Chatterton & Associates Inc. | 8.04K | Jun 30, 26 | -- | 0.17% |
| MML INVESTORS SERVICES, LLC | 7.18K | Jun 30, 26 | +7.18K | 0.15% |
| GWN SECURITIES INC. | 6.21K | Jun 30, 26 | -133 | 0.13% |
| Bank of New York Mellon Corp | 5.80K | Jun 30, 26 | +5.80K | 0.12% |
| Capital Analysts, LLC | 5.80K | Jun 30, 26 | +2.42K | 0.12% |
| Ameritas Advisory Services, LLC | 5.78K | Jun 30, 26 | +5.78K | 0.12% |
| Apollon Wealth Management, LLC | 5.43K | Jun 30, 26 | -1.41K | 0.12% |
| Patriot Financial Group Insurance Agency, LLC | 5.43K | Jun 30, 26 | -5.43K | 0.12% |
| Clearstead Advisors, LLC | 3.04K | Jun 30, 26 | -- | 0.06% |
| FIDUCIARY FINANCIAL ADVISORS | 2.47K | Jun 30, 26 | +2.47K | 0.05% |
| Harborfront Financial Group LLC | 2.02K | Jun 30, 26 | +2.02K | 0.04% |
| ROYAL BANK OF CANADA | 1.82K | Jun 30, 26 | +6 | 0.04% |
| AE Wealth Management LLC | 783 | Jun 30, 26 | +16 | 0.02% |
| CoreCap Advisors, LLC | 466 | Jun 30, 26 | -26 | 0.01% |
| IFP Advisors, Inc | 242 | Jun 30, 26 | +25 | 0.01% |
| ASSETMARK, INC | 150 | Jun 30, 26 | -3.08K | 0.00% |
| DHJJ Financial Advisors, Ltd. | 1 | Jun 30, 26 | -- | 0.00% |
| OLD MISSION CAPITAL LLC | -- | Jun 30, 26 | -50.45K | -- |
| BIP Wealth, LLC | -- | Jun 30, 26 | -31.11K | -- |
| BlackRock Inc. | 1.06M | Jun 30, 24 | -- | 22.55% |
