IDVO

—

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$41.80

-0.39 (-0.92%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding IDVO · 2026-Q1 methodology → sources →

109 holders

FUNDAMPLIFY ETF TRA fund, not an operating company. There are no company fundamentals for a fund line — no revenue, no earnings, no balance sheet, no fair value — so the security page stays price-only by design, and this register is the 13F read: which institutions hold the fund itself.evidence · the issuer name as filed on 13Fs ⓘ

% of shares outstanding held

—

Shares held (13F)

9,366,204

Reporting holders

109

% of shares outstanding is not shown for IDVO: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.

Active share of register100.0%106 active filers

Index / screened out0.0%3 filers

Reporting holders1092026-Q1

Top-10 concentration70.7%

HHI0.0793

Effective holders12.6

Crowding percentile—

Crowding percentile withheld — no market cap for IDVO in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 109 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	RAYMOND JAMES FINANCIAL INC	2,006,1272.0M	$81M	—	ADD 48%
2	Janney Montgomery Scott LLC	838,996838,996	$34M	—	ADD 9%
3	LPL Financial LLC	781,841781,841	$32M	—	ADD 71%
4	GREAT VALLEY ADVISOR GROUP, INC.	626,514626,514	$25M	—	TRIM -14%
5	Sequoia Financial Advisors, LLC	495,409495,409	$20M	—	TRIM -5%
6	OSAIC HOLDINGS, INC.	493,910493,910	$20M	—	ADD 44%
7	Principle Wealth Partners LLC	421,307421,307	$17M	—	ADD 242%
8	STIFEL FINANCIAL CORP	408,633408,633	$17M	—	ADD 49%
9	UBS Group AG	337,925337,925	$14M	—	ADD 17%
10	COMMONWEALTH EQUITY SERVICES, LLC	214,780214,780	$9M	—	ADD 238%
11	Elmwood Wealth Management, Inc.	201,518201,518	$8M	—	ADD 19%
12	EverSource Wealth Advisors, LLC	155,789155,789	$6M	—	ADD 278%
13	Steward Partners Investment Advisory, LLC	137,776137,776	$6M	—	ADD 23%
14	ENVESTNET ASSET MANAGEMENT INC	136,190136,190	$6M	—	ADD 13%
15	TRUIST FINANCIAL CORP	130,787130,787	$5M	—	ADD 10%
16	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	114,558114,558	$5M	—	ADD 4%
17	Atlas Wealth LLC	110,659110,659	$4M	—	NEW
18	IAM Advisory, LLC	99,51299,512	$4M	—	NEW
19	ROYAL BANK OF CANADA	98,45998,459	$4M	—	ADD 44%
20	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	90,01590,015	$4M	—	TRIM -3%
21	Visionary Wealth Advisors	80,71680,716	$3M	—	ADD 11%
22	CITADEL ADVISORS LLC	74,92474,924	$3M	—	NEW
23	Proficio Capital Partners LLC	63,21063,210	$3M	—	ADD 124%
24	URS Advisory LLC	62,08062,080	$3M	—	NEW
25	SAGESPRING WEALTH PARTNERS, LLC	58,59858,598	$2M	—	NEW
26	TBH Global Asset Management, LLC	58,52258,522	$2M	—	NEW
27	Retirement Planning Group, LLC	56,40356,403	$2M	—	NEW
28	OLD MISSION CAPITAL LLC	53,98653,986	$2M	—	NEW
29	Financial Insights, Inc.	50,65950,659	$2M	—	ADD 27%
30	SUSQUEHANNA INTERNATIONAL GROUP, LLP	48,75448,754	$2M	—	NEW
31	Baird Financial Group, Inc.	46,75946,759	$2M	—	NEW
32	CAP Partners, LLC	45,36645,366	$2M	—	—
33	JANE STREET GROUP, LLC	43,50043,500	$2M	—	TRIM -7%
34	Pasadena Private Wealth, LLC	42,18342,183	$2M	—	ADD 31%
35	Capital Investment Advisory Services, LLC	42,16942,169	$2M	—	TRIM -3%
36	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	37,78437,784	$2M	—	TRIM -27%
37	Northwest Financial Advisors	36,80236,802	$1M	—	ADD 16%
38	Snowden Capital Advisors LLC	32,74332,743	$1M	—	ADD 76%
39	WEST MICHIGAN ADVISORS, LLC	30,90230,902	$1M	—	ADD 32%
40	Carr Financial Group Corp	27,72827,728	$1M	—	ADD 192%
41	Bright Futures Wealth Management, LLC.	27,42727,427	$1M	—	NEW
42	Farther Finance Advisors, LLC	24,92424,924	$1M	—	ADD 9%
43	Savvy Advisors, Inc.	25,13125,131	$1M	—	ADD 51%
44	JONES FINANCIAL COMPANIES LLLP	25,25025,250	$994,850	—	ADD 1076%
45	JOHNSON INVESTMENT COUNSEL INC	23,01523,015	$931,417	—	NEW
46	Private Advisor Group, LLC	20,99720,997	$849,771	—	NEW
47	Hilltop Holdings Inc.	20,63620,636	$835,110	—	NEW
48	Goldstone Financial Group, LLC	20,52520,525	$830,646	—	TRIM -5%
49	Karras Company, Inc.	19,62819,628	$794,346	—	ADD 14%
50	US BANCORP \DE\	16,41016,410	$664,111	—	NEW
51	Embree Financial Group	16,03516,035	$648,937	—	ADD 40%
52	Institute for Wealth Management, LLC.	15,46915,469	$626,031	—	ADD 40%
53	SeaCrest Wealth Management, LLC	14,37014,370	$581,554	—	—
54	HBK Sorce Advisory LLC	11,27611,276	$482,597	—	ADD 9%
55	UMB Bank, n.a.	10,80010,800	$437,076	—	—
56	KINGSWOOD WEALTH ADVISORS, LLC	10,04910,049	$406,683	—	NEW
57	CPC Advisors, LLC	9,9129,912	$401,136	—	ADD 21%
58	HARBOUR INVESTMENTS, INC.	9,6499,649	$390,503	—	NEW
59	Reliant Wealth Planning	9,2419,241	$373,983	—	NEW
60	Redwood Family Wealth LLC	9,2079,207	$372,644	—	ADD 4%
61	Equitable Holdings, Inc.	9,5349,534	$365,629	—	NEW
62	Arkadios Wealth Advisors	8,4298,429	$341,141	—	ADD 41%
63	PFG Investments, LLC	7,2507,250	$293,408	—	NEW
64	INDEPENDENT FINANCIAL GROUP, LLC	7,0857,085	$286,730	—	NEW
65	Tidemark, LLC	6,7886,788	$274,705	—	—
66	Atria Investments, Inc	6,7146,714	$271,716	—	NEW
67	SIMPLEX TRADING, LLC	6,3516,351	$257,024	—	NEW
68	INTEGRITY ALLIANCE, LLC.	6,1516,151	$248,953	—	NEW
69	Patriot Financial Group Insurance Agency, LLC	6,1146,114	$247,406	—	NEW
70	HighPoint Advisor Group LLC	6,1116,111	$247,312	—	NEW
71	Marion Wealth Management	5,7375,737	$232,194	—	NEW
72	MERCER GLOBAL ADVISORS INC /ADV	5,6505,650	$228,656	—	NEW
73	Clear Trail Advisors, LLC	5,4535,453	$220,678	—	—
74	Bison Wealth, LLC	4,7634,763	$205,246	—	NEW
75	BENJAMIN EDWARDS INC	5,0345,034	$203,715	—	NEW
76	JOURNEY STRATEGIC WEALTH LLC	4,9744,974	$201,298	—	NEW
77	CENTAURUS FINANCIAL, INC.	3,5423,542	$143,000	—	NEW
78	Pinnacle Bancorp, Inc.	3,4283,428	$138,731	—	—
79	AdvisorNet Financial, Inc	3,1253,125	$126,469	—	—
80	AE Wealth Management LLC	2,0532,053	$83,067	—	ADD 1041%
81	Ancora Advisors LLC	1,9581,958	$79,241	—	ADD 272%
82	Aptus Capital Advisors, LLC	1,8251,825	$73,858	—	TRIM -12%
83	GUARDIAN WEALTH ADVISORS, LLC / NC	1,8251,825	$73,858	—	NEW
84	Reyes Financial Architecture, Inc.	1,4881,488	$60,219	—	TRIM -96%
85	Qube Research & Technologies Ltd	1,4801,480	$59,896	—	NEW
86	Decker Retirement Planning Inc.	1,1701,170	$47,350	—	NEW
87	IFP Advisors, Inc	1,1231,123	$45,448	—	NEW
88	FIFTH THIRD BANCORP	1,0001,000	$40,470	—	NEW
89	PNC FINANCIAL SERVICES GROUP, INC.	800800	$32,376	—	—
90	Allworth Financial LP	641641	$25,957	—	NEW
91	Federation des caisses Desjardins du Quebec	618618	$25,010	—	NEW
92	Triumph Capital Management	603603	$24,403	—	ADD 20%
93	MORGAN STANLEY	457457	$18,517	—	ADD 124%
94	Capital Analysts, LLC	426426	$17,000	—	NEW
95	Ascentis Wealth Management, LLC	401401	$16,229	—	NEW
96	SWAN Capital LLC	300300	$12,141	—	NEW
97	CWM, LLC	250250	$10,118	—	TRIM -69%
98	ROTHSCHILD INVESTMENT LLC	200200	$8,094	—	NEW
99	SALEM INVESTMENT COUNSELORS INC	200200	$8,094	—	NEW
100	ASSETMARK, INC	137137	$5,544	—	ADD 163%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 91 bought / 19 sold · net +2,902,155 shares · 14.1d of ADV

Bought91 filers

Shares: 3,123,134
Value: $126M
Opened: 49 · 902,321 sh
Days of ADV: 15.1d

Sold19 filers

Shares: 220,979
Value: $9M
Closed: 5 · 41,737 sh
Days of ADV: 1.1d

Net (all filers) +2,902,155 sh · $117M · 44.9% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

RAYMOND JAMES FINANCIAL INC

245K

698K

825K

1.1M

1.4M

2.0M

$81M

Janney Montgomery Scott LLC

503K

616K

653K

691K

772K

839K

$34M

LPL Financial LLC

120K

172K

225K

352K

457K

782K

$32M

GREAT VALLEY ADVISOR GROUP, INC.

703K

674K

708K

721K

724K

627K

$25M

Sequoia Financial Advisors, LLC

—

519K

495K

$20M

OSAIC HOLDINGS, INC.

112K

142K

137K

242K

343K

494K

$20M

Principle Wealth Partners LLC

—

19K

44K

123K

421K

$17M

STIFEL FINANCIAL CORP

228K

247K

251K

274K

409K

$17M

UBS Group AG

24K

197K

249K

301K

290K

338K

$14M

COMMONWEALTH EQUITY SERVICES, LLC

25K

41K

28K

40K

64K

215K

$9M

Elmwood Wealth Management, Inc.

158K

160K

163K

168K

169K

202K

$8M

EverSource Wealth Advisors, LLC

19K

42K

54K

55K

41K

156K

$6M

Steward Partners Investment Advisory, LLC

15K

31K

59K

77K

112K

138K

$6M

ENVESTNET ASSET MANAGEMENT INC

—

82K

116K

121K

136K

$6M

TRUIST FINANCIAL CORP

—

80K

114K

118K

131K

$5M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	109	9,366,204	—	$379M
2025-Q4	65	6,464,049	—	$248M
2025-Q3	49	5,526,467	—	$206M
2025-Q2

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

▸Register gapwho owns your peers and not you

13F

Institutional ownership· 13F filers holding IDVO · 2026-Q1 methodology → sources →

109 holders

% of shares outstanding held

—

Shares held (13F)

9,366,204

Reporting holders

109

Active share of register100.0%106 active filers

Index / screened out0.0%3 filers

Reporting holders1092026-Q1

Top-10 concentration70.7%

HHI0.0793

Effective holders12.6

Crowding percentile—

Crowding percentile withheld — no market cap for IDVO in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 109 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	RAYMOND JAMES FINANCIAL INC	2,006,1272.0M	$81M	—	ADD 48%
2	Janney Montgomery Scott LLC	838,996838,996	$34M	—	ADD 9%
3	LPL Financial LLC	781,841781,841	$32M	—	ADD 71%
4	GREAT VALLEY ADVISOR GROUP, INC.	626,514626,514	$25M	—	TRIM -14%
5	Sequoia Financial Advisors, LLC	495,409495,409	$20M	—	TRIM -5%
6	OSAIC HOLDINGS, INC.	493,910493,910	$20M	—	ADD 44%
7	Principle Wealth Partners LLC	421,307421,307	$17M	—	ADD 242%
8	STIFEL FINANCIAL CORP	408,633408,633	$17M	—	ADD 49%
9	UBS Group AG	337,925337,925	$14M	—	ADD 17%
10	COMMONWEALTH EQUITY SERVICES, LLC	214,780214,780	$9M	—	ADD 238%
11	Elmwood Wealth Management, Inc.	201,518201,518	$8M	—	ADD 19%
12	EverSource Wealth Advisors, LLC	155,789155,789	$6M	—	ADD 278%
13	Steward Partners Investment Advisory, LLC	137,776137,776	$6M	—	ADD 23%
14	ENVESTNET ASSET MANAGEMENT INC	136,190136,190	$6M	—	ADD 13%
15	TRUIST FINANCIAL CORP	130,787130,787	$5M	—	ADD 10%
16	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	114,558114,558	$5M	—	ADD 4%
17	Atlas Wealth LLC	110,659110,659	$4M	—	NEW
18	IAM Advisory, LLC	99,51299,512	$4M	—	NEW
19	ROYAL BANK OF CANADA	98,45998,459	$4M	—	ADD 44%
20	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	90,01590,015	$4M	—	TRIM -3%
21	Visionary Wealth Advisors	80,71680,716	$3M	—	ADD 11%
22	CITADEL ADVISORS LLC	74,92474,924	$3M	—	NEW
23	Proficio Capital Partners LLC	63,21063,210	$3M	—	ADD 124%
24	URS Advisory LLC	62,08062,080	$3M	—	NEW
25	SAGESPRING WEALTH PARTNERS, LLC	58,59858,598	$2M	—	NEW
26	TBH Global Asset Management, LLC	58,52258,522	$2M	—	NEW
27	Retirement Planning Group, LLC	56,40356,403	$2M	—	NEW
28	OLD MISSION CAPITAL LLC	53,98653,986	$2M	—	NEW
29	Financial Insights, Inc.	50,65950,659	$2M	—	ADD 27%
30	SUSQUEHANNA INTERNATIONAL GROUP, LLP	48,75448,754	$2M	—	NEW
31	Baird Financial Group, Inc.	46,75946,759	$2M	—	NEW
32	CAP Partners, LLC	45,36645,366	$2M	—	—
33	JANE STREET GROUP, LLC	43,50043,500	$2M	—	TRIM -7%
34	Pasadena Private Wealth, LLC	42,18342,183	$2M	—	ADD 31%
35	Capital Investment Advisory Services, LLC	42,16942,169	$2M	—	TRIM -3%
36	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	37,78437,784	$2M	—	TRIM -27%
37	Northwest Financial Advisors	36,80236,802	$1M	—	ADD 16%
38	Snowden Capital Advisors LLC	32,74332,743	$1M	—	ADD 76%
39	WEST MICHIGAN ADVISORS, LLC	30,90230,902	$1M	—	ADD 32%
40	Carr Financial Group Corp	27,72827,728	$1M	—	ADD 192%
41	Bright Futures Wealth Management, LLC.	27,42727,427	$1M	—	NEW
42	Farther Finance Advisors, LLC	24,92424,924	$1M	—	ADD 9%
43	Savvy Advisors, Inc.	25,13125,131	$1M	—	ADD 51%
44	JONES FINANCIAL COMPANIES LLLP	25,25025,250	$994,850	—	ADD 1076%
45	JOHNSON INVESTMENT COUNSEL INC	23,01523,015	$931,417	—	NEW
46	Private Advisor Group, LLC	20,99720,997	$849,771	—	NEW
47	Hilltop Holdings Inc.	20,63620,636	$835,110	—	NEW
48	Goldstone Financial Group, LLC	20,52520,525	$830,646	—	TRIM -5%
49	Karras Company, Inc.	19,62819,628	$794,346	—	ADD 14%
50	US BANCORP \DE\	16,41016,410	$664,111	—	NEW
51	Embree Financial Group	16,03516,035	$648,937	—	ADD 40%
52	Institute for Wealth Management, LLC.	15,46915,469	$626,031	—	ADD 40%
53	SeaCrest Wealth Management, LLC	14,37014,370	$581,554	—	—
54	HBK Sorce Advisory LLC	11,27611,276	$482,597	—	ADD 9%
55	UMB Bank, n.a.	10,80010,800	$437,076	—	—
56	KINGSWOOD WEALTH ADVISORS, LLC	10,04910,049	$406,683	—	NEW
57	CPC Advisors, LLC	9,9129,912	$401,136	—	ADD 21%
58	HARBOUR INVESTMENTS, INC.	9,6499,649	$390,503	—	NEW
59	Reliant Wealth Planning	9,2419,241	$373,983	—	NEW
60	Redwood Family Wealth LLC	9,2079,207	$372,644	—	ADD 4%
61	Equitable Holdings, Inc.	9,5349,534	$365,629	—	NEW
62	Arkadios Wealth Advisors	8,4298,429	$341,141	—	ADD 41%
63	PFG Investments, LLC	7,2507,250	$293,408	—	NEW
64	INDEPENDENT FINANCIAL GROUP, LLC	7,0857,085	$286,730	—	NEW
65	Tidemark, LLC	6,7886,788	$274,705	—	—
66	Atria Investments, Inc	6,7146,714	$271,716	—	NEW
67	SIMPLEX TRADING, LLC	6,3516,351	$257,024	—	NEW
68	INTEGRITY ALLIANCE, LLC.	6,1516,151	$248,953	—	NEW
69	Patriot Financial Group Insurance Agency, LLC	6,1146,114	$247,406	—	NEW
70	HighPoint Advisor Group LLC	6,1116,111	$247,312	—	NEW
71	Marion Wealth Management	5,7375,737	$232,194	—	NEW
72	MERCER GLOBAL ADVISORS INC /ADV	5,6505,650	$228,656	—	NEW
73	Clear Trail Advisors, LLC	5,4535,453	$220,678	—	—
74	Bison Wealth, LLC	4,7634,763	$205,246	—	NEW
75	BENJAMIN EDWARDS INC	5,0345,034	$203,715	—	NEW
76	JOURNEY STRATEGIC WEALTH LLC	4,9744,974	$201,298	—	NEW
77	CENTAURUS FINANCIAL, INC.	3,5423,542	$143,000	—	NEW
78	Pinnacle Bancorp, Inc.	3,4283,428	$138,731	—	—
79	AdvisorNet Financial, Inc	3,1253,125	$126,469	—	—
80	AE Wealth Management LLC	2,0532,053	$83,067	—	ADD 1041%
81	Ancora Advisors LLC	1,9581,958	$79,241	—	ADD 272%
82	Aptus Capital Advisors, LLC	1,8251,825	$73,858	—	TRIM -12%
83	GUARDIAN WEALTH ADVISORS, LLC / NC	1,8251,825	$73,858	—	NEW
84	Reyes Financial Architecture, Inc.	1,4881,488	$60,219	—	TRIM -96%
85	Qube Research & Technologies Ltd	1,4801,480	$59,896	—	NEW
86	Decker Retirement Planning Inc.	1,1701,170	$47,350	—	NEW
87	IFP Advisors, Inc	1,1231,123	$45,448	—	NEW
88	FIFTH THIRD BANCORP	1,0001,000	$40,470	—	NEW
89	PNC FINANCIAL SERVICES GROUP, INC.	800800	$32,376	—	—
90	Allworth Financial LP	641641	$25,957	—	NEW
91	Federation des caisses Desjardins du Quebec	618618	$25,010	—	NEW
92	Triumph Capital Management	603603	$24,403	—	ADD 20%
93	MORGAN STANLEY	457457	$18,517	—	ADD 124%
94	Capital Analysts, LLC	426426	$17,000	—	NEW
95	Ascentis Wealth Management, LLC	401401	$16,229	—	NEW
96	SWAN Capital LLC	300300	$12,141	—	NEW
97	CWM, LLC	250250	$10,118	—	TRIM -69%
98	ROTHSCHILD INVESTMENT LLC	200200	$8,094	—	NEW
99	SALEM INVESTMENT COUNSELORS INC	200200	$8,094	—	NEW
100	ASSETMARK, INC	137137	$5,544	—	ADD 163%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 91 bought / 19 sold · net +2,902,155 shares · 14.1d of ADV

Bought91 filers

Shares: 3,123,134
Value: $126M
Opened: 49 · 902,321 sh
Days of ADV: 15.1d

Sold19 filers

Shares: 220,979
Value: $9M
Closed: 5 · 41,737 sh
Days of ADV: 1.1d

Net (all filers) +2,902,155 sh · $117M · 44.9% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

RAYMOND JAMES FINANCIAL INC

245K

698K

825K

1.1M

1.4M

2.0M

$81M

Janney Montgomery Scott LLC

503K

616K

653K

691K

772K

839K

$34M

LPL Financial LLC

120K

172K

225K

352K

457K

782K

$32M

GREAT VALLEY ADVISOR GROUP, INC.

703K

674K

708K

721K

724K

627K

$25M

Sequoia Financial Advisors, LLC

—

519K

495K

$20M

OSAIC HOLDINGS, INC.

112K

142K

137K

242K

343K

494K

$20M

Principle Wealth Partners LLC

—

19K

44K

123K

421K

$17M

STIFEL FINANCIAL CORP

228K

247K

251K

274K

409K

$17M

UBS Group AG

24K

197K

249K

301K

290K

338K

$14M

COMMONWEALTH EQUITY SERVICES, LLC

25K

41K

28K

40K

64K

215K

$9M

Elmwood Wealth Management, Inc.

158K

160K

163K

168K

169K

202K

$8M

EverSource Wealth Advisors, LLC

19K

42K

54K

55K

41K

156K

$6M

Steward Partners Investment Advisory, LLC

15K

31K

59K

77K

112K

138K

$6M

ENVESTNET ASSET MANAGEMENT INC

—

82K

116K

121K

136K

$6M

TRUIST FINANCIAL CORP

—

80K

114K

118K

131K

$5M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	109	9,366,204	—	$379M
2025-Q4	65	6,464,049	—	$248M
2025-Q3	49	5,526,467	—	$206M
2025-Q2

Short interest has its own tab now — open SI →

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13F

IDVO☆

Institutional ownership· 13F filers holding IDVO · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

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Institutional ownership· 13F filers holding IDVO · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

▸Register gapwho owns your peers and not you

IDVO