Who owns IDV (IDV)
Which tracked institutional funds hold IDV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IDV company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on IDV is one-sided between 2025-Q4 and 2026-Q1: 182 added or opened and 35 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IDV’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes IDV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IDV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 599 tracked filers holding IDV, 349 increased or opened the position and 217 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IDV between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 29
- Berkshire Money Management, Inc.$22M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$8M
- Murphy, Middleton, Hinkle & Parker, Inc.$7M
- San Luis Wealth Advisors LLC$7M
- CITIGROUP INC$5M
- Cooper Financial Group$2M
Full exits 15
- BAROMETER CAPITAL MANAGEMENT INC.$13M
- COMERICA BANK$10M
- FAS Wealth Partners, Inc.$10M
- NewEdge Advisors, LLC$9M
- Vantage Financial Partners, LLC$7M
- J.W. COLE ADVISORS, INC.$5M
Largest adds
- MORGAN STANLEY$86M
- BANK OF AMERICA CORP /DE/$84M
- WELLS FARGO & COMPANY/MN$50M
- UBS Group AG$43M
- ENVESTNET ASSET MANAGEMENT INC$32M
- LPL Financial LLC$31M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$394M
- Gilbert Capital Group, Inc.$10M
- Gallagher Fiduciary Advisors, LLC$9M
- BANK OF MONTREAL /CAN/$8M
- Qube Research & Technologies Ltd$7M
- Stratos Wealth Partners, LTD.$4M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 14,296,585 | $608M | 14.9% | 2026-Q1 |
| MORGAN STANLEY added | 8,965,737 | $382M | 9.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 5,322,262 | $227M | 5.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 4,441,383 | $189M | 4.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 4,062,351 | $173M | 4.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 3,874,687 | $165M | 4.0% | 2026-Q1 |
| UBS Group AG added | 3,725,095 | $159M | 3.9% | 2026-Q1 |
| LPL Financial LLC added | 3,333,956 | $142M | 3.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 2,872,140 | $122M | 3.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,452,353 | $104M | 2.6% | 2026-Q1 |
| US BANCORP \DE\ added | 2,124,330 | $90M | 2.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,744,536 | $74M | 1.8% | 2026-Q1 |
| Cetera Investment Advisers added | 1,453,433 | $62M | 1.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,390,066 | $59M | 1.4% | 2026-Q1 |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1,232,000 | $52M | 1.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1,198,290 | $51M | 1.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,140,010 | $49M | 1.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,112,135 | $46M | 1.1% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 1,050,209 | $45M | 1.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 1,114,057 | $44M | 1.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 989,552 | $42M | 1.0% | 2026-Q1 |
| Focus Partners Wealth added | 933,721 | $40M | 1.0% | 2026-Q1 |
| GDS Wealth Management added | 932,530 | $40M | 1.0% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 841,341 | $36M | 0.9% | 2026-Q1 |
| One Capital Management, LLC added | 828,851 | $35M | 0.9% | 2026-Q1 |
| Mariner, LLC added | 809,298 | $34M | 0.8% | 2026-Q1 |
| Arkadios Wealth Advisors added | 807,215 | $34M | 0.8% | 2026-Q1 |
| GHP Investment Advisors, Inc. added | 759,919 | $32M | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 739,375 | $31M | 0.8% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 685,873 | $29M | 0.7% | 2026-Q1 |
| REGIONS FINANCIAL CORP trimmed | 630,964 | $27M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 625,820 | $27M | 0.7% | 2026-Q1 |
| ASSETMARK, INC trimmed | 612,261 | $26M | 0.6% | 2026-Q1 |
| Berkshire Money Management, Inc. new | 527,447 | $22M | 0.5% | 2026-Q1 |
| SECURIAN ASSET MANAGEMENT, INC | 500,000 | $21M | 0.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 496,986 | $20M | 0.5% | 2026-Q1 |
| Parallel Advisors, LLC trimmed | 476,166 | $20M | 0.5% | 2026-Q1 |
| TD PRIVATE CLIENT WEALTH LLC added | 473,908 | $20M | 0.5% | 2026-Q1 |
| &PARTNERS added | 468,480 | $20M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 459,834 | $20M | 0.5% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 419,077 | $18M | 0.4% | 2026-Q1 |
| CWM, LLC added | 405,742 | $17M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 391,574 | $17M | 0.4% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 386,264 | $16M | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. added | 384,771 | $16M | 0.4% | 2026-Q1 |
| Destination Wealth Management trimmed | 374,049 | $16M | 0.4% | 2026-Q1 |
| Eagle Bluffs Wealth Management LLC added | 365,531 | $16M | 0.4% | 2026-Q1 |
| Sigma Planning Corp trimmed | 364,752 | $16M | 0.4% | 2026-Q1 |
| Meeder Advisory Services, Inc. added | 344,603 | $15M | 0.4% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 329,089 | $14M | 0.3% | 2026-Q1 |
| Chicago Wealth Management, Inc. added | 325,363 | $14M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 324,363 | $14M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 317,837 | $14M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 311,031 | $13M | 0.3% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 310,856 | $13M | 0.3% | 2026-Q1 |
| Disciplined Investors, L.L.C. added | 303,357 | $13M | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 302,044 | $13M | 0.3% | 2026-Q1 |
| Bangor Savings Bank trimmed | 299,629 | $13M | 0.3% | 2026-Q1 |
| Linscomb Wealth, Inc. trimmed | 299,147 | $13M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 309,600 | $12M | 0.3% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 289,624 | $12M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 287,292 | $12M | 0.3% | 2026-Q1 |
| Lido Advisors, LLC added | 285,197 | $12M | 0.3% | 2026-Q1 |
| COWA, LLC added | 277,728 | $12M | 0.3% | 2026-Q1 |
| Johnson & White Wealth Management, LLC added | 273,438 | $12M | 0.3% | 2026-Q1 |
| Ocean Park Asset Management, LLC added | 267,146 | $11M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 250,381 | $11M | 0.3% | 2026-Q1 |
| Capital Advisors Wealth Management, LLC added | 243,396 | $10M | 0.3% | 2026-Q1 |
| Outlook Wealth Advisors, LLC added | 234,734 | $10M | 0.2% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 224,599 | $10M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 216,170 | $9M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 214,838 | $9M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 211,702 | $9M | 0.2% | 2026-Q1 |
| URS Advisory LLC added | 200,187 | $9M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 198,020 | $8M | 0.2% | 2026-Q1 |
| CX Institutional trimmed | 195,838 | $8M | 0.2% | 2026-Q1 |
| FORTE ASSET MANAGEMENT LLC added | 193,066 | $8M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 191,182 | $8M | 0.2% | 2026-Q1 |
| ANGELES WEALTH MANAGEMENT, LLC | 182,000 | $8M | 0.2% | 2026-Q1 |
| Enclave Advisors LLC added | 176,872 | $8M | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC added | 176,205 | $7M | 0.2% | 2026-Q1 |
| Murphy, Middleton, Hinkle & Parker, Inc. added | 171,901 | $7M | 0.2% | 2026-Q1 |
| STRATEGY ASSET MANAGERS LLC added | 171,288 | $7M | 0.2% | 2026-Q1 |
| San Luis Wealth Advisors LLC new | 169,989 | $7M | 0.2% | 2026-Q1 |
| NorthCoast Asset Management LLC trimmed | 168,360 | $7M | 0.2% | 2026-Q1 |
| Creative Planning added | 156,776 | $7M | 0.2% | 2026-Q1 |
| Wealth Management Associates, Inc. added | 147,257 | $6M | 0.2% | 2026-Q1 |
| Heartwood Wealth Advisors LLC trimmed | 146,566 | $6M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 142,914 | $6M | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 139,635 | $6M | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 137,841 | $6M | 0.1% | 2026-Q1 |
| Orion Portfolio Solutions, LLC trimmed | 839,351 | $26M | 0.6% | 2025-Q1 stale |
| Gimbal Financial added | 421,250 | $15M | 0.4% | 2025-Q3 stale |
| Marks Wealth, LLC new | 371,470 | $13M | 0.3% | 2025-Q2 stale |
| BAROMETER CAPITAL MANAGEMENT INC. added | 68,487 | $13M | 0.3% | 2025-Q4 stale |
| COMERICA BANK added | 263,055 | $10M | 0.3% | 2025-Q4 stale |
| FAS Wealth Partners, Inc. added | 262,187 | $10M | 0.3% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 215,559 | $9M | 0.2% | 2025-Q4 stale |
| Vantage Financial Partners, LLC added | 185,536 | $7M | 0.2% | 2025-Q4 stale |
| ERTS Wealth Advisors, LLC trimmed | 185,646 | $6M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.