Who owns 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-Q2 13F filings (latest filed 2026-09-02). 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
95 tracked funds added or opened IDV while 91 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2026-Q1 and 2026-Q2, across 602 tracked filers holding IDV, 314 increased or opened the position and 234 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 2026-Q1 and 2026-Q2 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 16
- BASSO CAPITAL MANAGEMENT, L.P.$11M
- NewEdge Advisors, LLC$10M
- Viaable, LLC$7M
- J.W. COLE ADVISORS, INC.$6M
- FOUNDERS FINANCIAL SECURITIES LLC$3M
- FIDUCIARY FINANCIAL ADVISORS$1M
Full exits 24
- HighTower Advisors, LLC$59M
- Janney Montgomery Scott LLC$20M
- CWM, LLC$17M
- CX Institutional$8M
- Cambridge Investment Research Advisors, Inc.$6M
- MACKENZIE FINANCIAL CORP$4M
Largest adds
- Horizon Investments, LLC$30M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$29M
- JANE STREET GROUP, LLC$17M
- LPL Financial LLC$11M
- JONES FINANCIAL COMPANIES LLLP$10M
- Qube Research & Technologies Ltd$10M
Largest trims
- MORGAN STANLEY$28M
- Mirae Asset Global Investments Co., Ltd.$14M
- BANK OF AMERICA CORP /DE/$8M
- AMERIPRISE FINANCIAL INC$7M
- ASSETMARK, INC$6M
- Pinnacle Financial Partners, Inc.$5M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 14,500,643 | $601M | 14.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 8,538,854 | $354M | 8.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 5,612,695 | $233M | 5.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 4,526,887 | $188M | 4.7% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 4,022,070 | $167M | 4.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 4,020,717 | $166M | 4.1% | 2026-Q2 |
| UBS Group AG added | 3,849,528 | $159M | 4.0% | 2026-Q2 |
| LPL Financial LLC added | 3,678,911 | $152M | 3.8% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 2,851,073 | $118M | 2.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,485,729 | $103M | 2.6% | 2026-Q2 |
| US BANCORP \DE\ added | 2,195,127 | $91M | 2.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,804,394 | $75M | 1.9% | 2026-Q2 |
| Cetera Investment Advisers added | 1,605,145 | $67M | 1.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,300,427 | $54M | 1.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,297,636 | $54M | 1.3% | 2026-Q2 |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1,232,000 | $51M | 1.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 1,159,929 | $48M | 1.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 1,153,819 | $49M | 1.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,115,302 | $46M | 1.2% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 1,041,433 | $43M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,032,039 | $43M | 1.1% | 2026-Q2 |
| GDS Wealth Management added | 965,473 | $40M | 1.0% | 2026-Q2 |
| Focus Partners Wealth added | 958,642 | $40M | 1.0% | 2026-Q2 |
| Arkadios Wealth Advisors added | 906,801 | $38M | 0.9% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 900,814 | $37M | 0.9% | 2026-Q2 |
| One Capital Management, LLC | 828,851 | $35M | 0.9% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 810,468 | $34M | 0.8% | 2026-Q2 |
| Mariner, LLC trimmed | 798,132 | $33M | 0.8% | 2026-Q2 |
| GHP Investment Advisors, Inc. added | 778,589 | $32M | 0.8% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 758,329 | $31M | 0.8% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 735,821 | $30M | 0.8% | 2026-Q2 |
| Horizon Investments, LLC added | 727,488 | $30M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 721,547 | $30M | 0.7% | 2026-Q2 |
| REGIONS FINANCIAL CORP added | 650,724 | $27M | 0.7% | 2026-Q2 |
| Berkshire Money Management, Inc. added | 551,300 | $23M | 0.6% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC added | 502,117 | $21M | 0.5% | 2026-Q2 |
| SECURIAN ASSET MANAGEMENT, INC | 500,000 | $22M | 0.5% | 2026-Q2 |
| &PARTNERS added | 499,347 | $21M | 0.5% | 2026-Q2 |
| ASSETMARK, INC trimmed | 492,388 | $20M | 0.5% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 475,963 | $20M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 426,275 | $18M | 0.4% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 421,282 | $17M | 0.4% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 383,370 | $16M | 0.4% | 2026-Q2 |
| Eagle Bluffs Wealth Management LLC added | 376,612 | $16M | 0.4% | 2026-Q2 |
| Destination Wealth Management trimmed | 373,763 | $15M | 0.4% | 2026-Q2 |
| Sigma Planning Corp added | 368,931 | $15M | 0.4% | 2026-Q2 |
| Disciplined Investors, L.L.C. added | 343,245 | $14M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 335,922 | $14M | 0.3% | 2026-Q2 |
| Chicago Wealth Management, Inc. added | 332,842 | $14M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 330,235 | $14M | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 327,533 | $14M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 322,886 | $13M | 0.3% | 2026-Q2 |
| Meeder Advisory Services, Inc. trimmed | 322,516 | $13M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 316,266 | $13M | 0.3% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 297,112 | $12M | 0.3% | 2026-Q2 |
| FAS Wealth Partners, Inc. added | 294,324 | $12M | 0.3% | 2026-Q2 |
| Linscomb Wealth, Inc. trimmed | 285,702 | $12M | 0.3% | 2026-Q2 |
| Johnson & White Wealth Management, LLC added | 283,503 | $12M | 0.3% | 2026-Q2 |
| Bangor Savings Bank trimmed | 283,010 | $12M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 279,758 | $12M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 276,976 | $11M | 0.3% | 2026-Q2 |
| COWA, LLC trimmed | 275,470 | $11M | 0.3% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 274,269 | $11M | 0.3% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. trimmed | 272,907 | $11M | 0.3% | 2026-Q2 |
| Capital Advisors Wealth Management, LLC added | 264,035 | $11M | 0.3% | 2026-Q2 |
| BASSO CAPITAL MANAGEMENT, L.P. new | 259,436 | $11M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 254,849 | $11M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 245,488 | $10M | 0.3% | 2026-Q2 |
| Enclave Advisors LLC added | 241,193 | $10M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 239,934 | $10M | 0.2% | 2026-Q2 |
| Outlook Wealth Advisors, LLC added | 239,217 | $10M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 232,403 | $10M | 0.2% | 2026-Q2 |
| URS Advisory LLC added | 229,438 | $10M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 213,805 | $9M | 0.2% | 2026-Q2 |
| Gallagher Fiduciary Advisors, LLC trimmed | 213,736 | $9M | 0.2% | 2026-Q2 |
| FORTE ASSET MANAGEMENT LLC added | 196,265 | $8M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 190,313 | $8M | 0.2% | 2026-Q2 |
| Angeles Investment Advisors, LLC added | 187,685 | $8M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 185,937 | $8M | 0.2% | 2026-Q2 |
| Murphy, Middleton, Hinkle & Parker, Inc. added | 184,252 | $8M | 0.2% | 2026-Q2 |
| ANGELES WEALTH MANAGEMENT, LLC | 182,000 | $8M | 0.2% | 2026-Q2 |
| San Luis Wealth Advisors LLC added | 181,683 | $8M | 0.2% | 2026-Q2 |
| Viaable, LLC new | 177,946 | $7M | 0.2% | 2026-Q2 |
| STRATEGY ASSET MANAGERS LLC added | 175,556 | $7M | 0.2% | 2026-Q2 |
| NorthCoast Asset Management LLC added | 171,034 | $7M | 0.2% | 2026-Q2 |
| Ocean Park Asset Management, LLC trimmed | 153,737 | $6M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 152,262 | $6M | 0.2% | 2026-Q2 |
| Heartwood Wealth Advisors LLC added | 151,241 | $6M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 150,047 | $6M | 0.2% | 2026-Q2 |
| Wealth Management Associates, Inc. added | 149,439 | $6M | 0.2% | 2026-Q2 |
| ARVEST INVESTMENTS, INC. added | 148,637 | $6M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 146,468 | $6M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 145,965 | $6M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 137,395 | $6M | 0.1% | 2026-Q2 |
| NWF Advisory Services Inc. added | 136,811 | $6M | 0.1% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB trimmed | 134,315 | $6M | 0.1% | 2026-Q2 |
| SSA SWISS ADVISORS AG added | 133,117 | $6M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 131,582 | $5M | 0.1% | 2026-Q2 |
| Prota Financial, LLC trimmed | 130,379 | $5M | 0.1% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 130,180 | $5M | 0.1% | 2026-Q2 |
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.