Who owns IDVO
Which tracked institutional funds hold IDVO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IDVO 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 IDVO is one-sided between 2025-Q4 and 2026-Q1: 38 added or opened and 5 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
IDVO’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IDVO 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 109 tracked filers holding IDVO, 90 increased or opened the position and 20 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 IDVO 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 14
- IAM Advisory, LLC$4M
- CITADEL ADVISORS LLC$3M
- URS Advisory LLC$3M
- SAGESPRING WEALTH PARTNERS, LLC$2M
- TBH Global Asset Management, LLC$2M
- Retirement Planning Group, LLC$2M
Full exits 1
- NewEdge Advisors, LLC$1M
Largest adds
- RAYMOND JAMES FINANCIAL INC$29M
- LPL Financial LLC$14M
- Principle Wealth Partners LLC$12M
- OSAIC HOLDINGS, INC.$7M
- COMMONWEALTH EQUITY SERVICES, LLC$6M
- STIFEL FINANCIAL CORP$6M
Largest trims
- GREAT VALLEY ADVISOR GROUP, INC.$2M
- EverSource Wealth Advisors, LLC$2M
- Reyes Financial Architecture, Inc.$1M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$508K
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC added | 2,006,127 | $81M | 20.8% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 838,996 | $34M | 8.7% | 2026-Q1 |
| LPL Financial LLC added | 781,841 | $32M | 8.1% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 626,514 | $25M | 6.5% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 495,409 | $20M | 5.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 493,910 | $20M | 5.1% | 2026-Q1 |
| Principle Wealth Partners LLC added | 421,307 | $17M | 4.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 408,633 | $17M | 4.2% | 2026-Q1 |
| UBS Group AG added | 337,925 | $14M | 3.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 214,780 | $9M | 2.2% | 2026-Q1 |
| Elmwood Wealth Management, Inc. added | 201,518 | $8M | 2.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 137,776 | $6M | 1.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 136,190 | $6M | 1.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 130,787 | $5M | 1.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 114,558 | $5M | 1.2% | 2026-Q1 |
| IAM Advisory, LLC new | 99,512 | $4M | 1.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 98,459 | $4M | 1.0% | 2026-Q1 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. trimmed | 90,015 | $4M | 0.9% | 2026-Q1 |
| Visionary Wealth Advisors added | 80,716 | $3M | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 74,924 | $3M | 0.8% | 2026-Q1 |
| Proficio Capital Partners LLC added | 63,210 | $3M | 0.7% | 2026-Q1 |
| URS Advisory LLC new | 62,080 | $3M | 0.6% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC new | 58,598 | $2M | 0.6% | 2026-Q1 |
| TBH Global Asset Management, LLC new | 58,522 | $2M | 0.6% | 2026-Q1 |
| Retirement Planning Group, LLC new | 56,403 | $2M | 0.6% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 53,986 | $2M | 0.6% | 2026-Q1 |
| Financial Insights, Inc. added | 50,659 | $2M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 48,754 | $2M | 0.5% | 2026-Q1 |
| Baird Financial Group, Inc. new | 46,759 | $2M | 0.5% | 2026-Q1 |
| CAP Partners, LLC added | 45,366 | $2M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 43,500 | $2M | 0.5% | 2026-Q1 |
| Pasadena Private Wealth, LLC added | 42,183 | $2M | 0.4% | 2026-Q1 |
| Capital Investment Advisory Services, LLC trimmed | 42,169 | $2M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 37,784 | $2M | 0.4% | 2026-Q1 |
| Northwest Financial Advisors added | 36,802 | $1M | 0.4% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 32,743 | $1M | 0.3% | 2026-Q1 |
| WEST MICHIGAN ADVISORS, LLC added | 30,902 | $1M | 0.3% | 2026-Q1 |
| Carr Financial Group Corp added | 27,728 | $1M | 0.3% | 2026-Q1 |
| Bright Futures Wealth Management, LLC. new | 27,427 | $1M | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 24,924 | $1M | 0.3% | 2026-Q1 |
| Savvy Advisors, Inc. added | 25,131 | $1M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 25,250 | $995K | 0.3% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC new | 23,015 | $931K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC new | 20,997 | $850K | 0.2% | 2026-Q1 |
| Hilltop Holdings Inc. added | 20,636 | $835K | 0.2% | 2026-Q1 |
| Goldstone Financial Group, LLC trimmed | 20,525 | $831K | 0.2% | 2026-Q1 |
| Karras Company, Inc. added | 19,628 | $794K | 0.2% | 2026-Q1 |
| US BANCORP \DE\ new | 16,410 | $664K | 0.2% | 2026-Q1 |
| Embree Financial Group added | 16,035 | $649K | 0.2% | 2026-Q1 |
| Institute for Wealth Management, LLC. added | 15,469 | $626K | 0.2% | 2026-Q1 |
| SeaCrest Wealth Management, LLC added | 14,370 | $582K | 0.1% | 2026-Q1 |
| HBK Sorce Advisory LLC added | 11,276 | $483K | 0.1% | 2026-Q1 |
| UMB Bank, n.a. | 10,800 | $437K | 0.1% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC new | 10,049 | $407K | 0.1% | 2026-Q1 |
| CPC Advisors, LLC added | 9,912 | $401K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 9,649 | $391K | 0.1% | 2026-Q1 |
| Reliant Wealth Planning new | 9,241 | $374K | 0.1% | 2026-Q1 |
| Redwood Family Wealth LLC added | 9,207 | $373K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. new | 9,534 | $366K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 8,429 | $341K | 0.1% | 2026-Q1 |
| PFG Investments, LLC new | 7,250 | $293K | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 7,085 | $287K | 0.1% | 2026-Q1 |
| Tidemark, LLC added | 6,788 | $275K | 0.1% | 2026-Q1 |
| Atria Investments, Inc new | 6,714 | $272K | 0.1% | 2026-Q1 |
| Atlas Wealth LLC new | 1,312 | $257K | 0.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 6,351 | $257K | 0.1% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. new | 6,151 | $249K | 0.1% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC new | 6,114 | $247K | 0.1% | 2026-Q1 |
| HighPoint Advisor Group LLC new | 6,111 | $247K | 0.1% | 2026-Q1 |
| Marion Wealth Management new | 5,737 | $232K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV new | 5,650 | $229K | 0.1% | 2026-Q1 |
| Clear Trail Advisors, LLC trimmed | 5,453 | $221K | 0.1% | 2026-Q1 |
| Bison Wealth, LLC new | 4,763 | $205K | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC new | 5,034 | $204K | 0.1% | 2026-Q1 |
| JOURNEY STRATEGIC WEALTH LLC new | 4,974 | $201K | 0.1% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. new | 3,542 | $143K | 0.0% | 2026-Q1 |
| Pinnacle Bancorp, Inc. | 3,428 | $139K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc | 3,125 | $126K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC added | 2,053 | $83K | 0.0% | 2026-Q1 |
| Ancora Advisors LLC added | 1,958 | $79K | 0.0% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 1,825 | $74K | 0.0% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC trimmed | 1,825 | $74K | 0.0% | 2026-Q1 |
| Reyes Financial Architecture, Inc. trimmed | 1,488 | $60K | 0.0% | 2026-Q1 |
| Qube Research & Technologies Ltd new | 1,480 | $60K | 0.0% | 2026-Q1 |
| Decker Retirement Planning Inc. new | 1,170 | $47K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 1,123 | $45K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 1,000 | $40K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 800 | $32K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 1,000 | $28K | 0.0% | 2026-Q1 |
| Allworth Financial LP new | 641 | $26K | 0.0% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec new | 618 | $25K | 0.0% | 2026-Q1 |
| Triumph Capital Management added | 603 | $24K | 0.0% | 2026-Q1 |
| MORGAN STANLEY added | 457 | $19K | 0.0% | 2026-Q1 |
| Capital Analysts, LLC new | 426 | $17K | 0.0% | 2026-Q1 |
| Sterling Financial Group, Inc. added | 528,577 | $20M | 5.1% | 2025-Q3 stale |
| NewEdge Advisors, LLC added | 29,410 | $1M | 0.3% | 2025-Q4 stale |
| Sage Capital Management, LLC new | 5,900 | $226K | 0.1% | 2025-Q4 stale |
| AlphaCore Capital LLC new | 5,650 | $217K | 0.1% | 2025-Q4 stale |
| SPC Financial, Inc. new | 5,650 | $211K | 0.1% | 2025-Q3 stale |
| OPTIMA CAPITAL LLC new | 773 | $30K | 0.0% | 2025-Q4 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.