IVVM(IVVM)
IVVM
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BlackRock, Inc. | 1.06M | Mar 31, 26 | -- | 23.35% |
| ENVESTNET ASSET MANAGEMENT INC | 831.03K | Mar 31, 26 | +60.88K | 18.23% |
| FOUNDERS FINANCIAL SECURITIES LLC | 438.37K | Mar 31, 26 | +438.37K | 9.61% |
| RAYMOND JAMES FINANCIAL INC | 225.58K | Mar 31, 26 | +34.97K | 4.95% |
| CAPTRUST FINANCIAL ADVISORS | 201.45K | Mar 31, 26 | -66.85K | 4.42% |
| CRA Financial Services, LLC | 157.70K | Mar 31, 26 | -3.73K | 3.46% |
| LPL Financial LLC | 123.45K | Mar 31, 26 | +114.17K | 2.71% |
| COMPASS CAPITAL CORP /MA/ /ADV | 61.88K | Mar 31, 26 | +14.50K | 1.36% |
| Envestnet Portfolio Solutions, Inc. | 58.99K | Mar 31, 26 | +11.75K | 1.29% |
| OLD MISSION CAPITAL LLC | 50.45K | Mar 31, 26 | +50.45K | 1.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 46.83K | Mar 31, 26 | +23.80K | 1.03% |
| BIP Wealth, LLC | 31.11K | Mar 31, 26 | +785 | 0.68% |
| Cetera Investment Advisers | 29.06K | Mar 31, 26 | +3.65K | 0.64% |
| ADVISOR GROUP HOLDINGS, INC. | 26.98K | Mar 31, 26 | -3.29K | 0.59% |
| NewEdge Advisors, LLC | 20.41K | Mar 31, 26 | +1.37K | 0.45% |
| LifeGoal Wealth Advisors | 20.08K | Mar 31, 26 | -5.29K | 0.44% |
| Brookstone Capital Management | 19.03K | Mar 31, 26 | +19.03K | 0.42% |
| HighTower Advisors, LLC | 12.12K | Mar 31, 26 | -- | 0.27% |
| Patriot Financial Group Insurance Agency, LLC | 10.87K | Mar 31, 26 | +10.87K | 0.24% |
| Apollon Wealth Management, LLC | 6.85K | Mar 31, 26 | +6.85K | 0.15% |
| GWN SECURITIES INC. | 6.34K | Mar 31, 26 | +6.34K | 0.14% |
| Capital Analysts, LLC | 3.38K | Mar 31, 26 | +3.38K | 0.07% |
| ASSETMARK, INC | 3.23K | Mar 31, 26 | -361 | 0.07% |
| Clearstead Advisors, LLC | 3.04K | Mar 31, 26 | -- | 0.07% |
| ROYAL BANK OF CANADA | 1.81K | Mar 31, 26 | +1.81K | 0.04% |
| AE Wealth Management LLC | 767 | Mar 31, 26 | -6 | 0.02% |
| CoreCap Advisors, LLC | 492 | Mar 31, 26 | -- | 0.01% |
| IFP Advisors, Inc | 217 | Mar 31, 26 | -- | 0.00% |
| DHJJ Financial Advisors, Ltd. | 1 | Mar 31, 26 | -- | 0.00% |
| Shade Tree Advisors LLC | -- | Mar 31, 26 | -10.19K | -- |
| BlackRock Inc. | 1.06M | Jun 30, 24 | -- | 23.35% |