Institutional Holders (2026 Q1)
107 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IDVO. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Northwest Financial Advisors | 2.87% | 36,802 | $1.5M |
| 2 | Elmwood Wealth Management, Inc. | 2.26% | 201,518 | $8.2M |
| 3 | Foresight Capital Management Advisors, INC. | 2.03% | 90,015 | $3.6M |
| 4 | URS Advisory LLC | 1.84% | 62,080 | $2.5M |
| 5 | CAP Partners, LLC | 1.04% | 45,366 | $1.8M |
| 6 | Principle Wealth Partners LLC | 0.97% | 421,307 | $17.1M |
| 7 | IAM Advisory, LLC | 0.90% | 99,512 | $4.0M |
| 8 | Karras Company, Inc. | 0.81% | 19,628 | $794K |
| 9 | Bright Futures Wealth Management, LLC. | 0.76% | 27,427 | $1.1M |
| 10 | Financial Insights, Inc. | 0.51% | 39,825 | $1.5M |
| 11 | TBH Global Asset Management, LLC | 0.48% | 58,522 | $2.4M |
| 12 | Great Valley Advisor Group, INC. | 0.46% | 626,514 | $25.4M |
| 13 | Redwood Family Wealth LLC | 0.36% | 9,207 | $373K |
| 14 | Carr Financial Group Corp | 0.30% | 27,728 | $1.1M |
| 15 | West Michigan Advisors, LLC | 0.27% | 30,902 | $1.3M |
| 16 | Pasadena Private Wealth, LLC | 0.24% | 42,183 | $1.7M |
| 17 | Visionary Wealth Advisors | 0.14% | 80,716 | $3.3M |
| 18 | Proficio Capital Partners LLC | 0.14% | 63,210 | $2.6M |
| 19 | Capital Investment Advisory Services, LLC | 0.12% | 42,169 | $1.7M |
| 20 | Reliant Wealth Planning | 0.11% | 9,241 | $374K |
| 21 | Sequoia Financial Advisors, LLC | 0.11% | 495,409 | $20.0M |
| 22 | Goldstone Financial Group, LLC | 0.09% | 20,525 | $831K |
| 23 | Embree Financial Group | 0.08% | 16,035 | $649K |
| 24 | Hilltop Holdings Inc. | 0.08% | 20,636 | $835K |
| 25 | Retirement Planning Group, LLC | 0.07% | 56,403 | $2.3M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|