100 tracked 13F filers disclose a position in IDLV as of the latest SEC 13F filings, a combined $252.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | $52.1M | 1.5M | ▲+47% Added · +483K sh | Q1 2026 | |
| 2 | Creative Planning | $21.6M | 626K | ▼−0.9% Reduced · −5K sh | Q1 2026 | |
| 3 | Whitaker-Myers Wealth Managers, LTD. | $17.6M | 511K | ▲+12% Added · +57K sh | Q2 2026 | |
| 4 | SEI INVESTMENTS CO | $17.1M | 496K | ▼−3.6% Reduced · −18K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $14.8M | 431K | ▲+19% Added · +68K sh | Q1 2026 | |
| 6 | AMERIPRISE FINANCIAL INC | $14.1M | 409K | ▲39× Added · +398K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $12.1M | 350K | ▼−11% Reduced · −44K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $10.8M | 312K | ▲+1.2% Added · +4K sh | Q1 2026 | |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9.5M | 276K | ▲+282% Added · +204K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $9.5M | 274K | ▲+11% Added · +28K sh | Q1 2026 | |
| 11 | Heck Capital Advisors, LLC | $7.3M | 213K | ▲+1.3% Added · +3K sh | Q2 2026 | |
| 12 | Bell Investment Advisors, Inc | $6.4M | 185K | ▼−8.9% Reduced · −18K sh | Q2 2026 | |
| 13 | Johnson & White Wealth Management, LLC | $5.6M | 163K | ▼−3.0% Reduced · −5K sh | Q2 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $4.6M | 134K | ▲+12% Added · +14K sh | Q1 2026 | |
| 15 | Armbruster Capital Management, Inc. | $3.3M | 97K | ▼−4.2% Reduced · −4K sh | Q2 2026 | |
| 16 | UBS Group AG | $3.2M | 92K | ▲+9.2% Added · +8K sh | Q1 2026 | |
| 17 | PNC FINANCIAL SERVICES GROUP, INC. | $3.1M | 89K | ▲+4.0% Added · +3K sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 87K | ▲+4.8% Added · +4K sh | Q1 2026 | |
| 19 | UMB Bank, n.a. | $2.9M | 83K | ▼−40% Reduced · −55K sh | Q2 2026 | |
| 20 | Cetera Investment Advisers | $2.7M | 77K | ▼−17% Reduced · −16K sh | Q1 2026 | |
| 21 | CFG Wealth Management Services, Inc. | $2.2M | 64K | —Held | Q2 2026 | |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.1M | 60K | ▼−22% Reduced · −17K sh | Q1 2026 | |
| 23 | Decker Retirement Planning Inc. | $1.8M | 53K | ▲+24% Added · +10K sh | Q2 2026 | |
| 24 | &PARTNERS | $1.4M | 39K | ▼−4.7% Reduced · −2K sh | Q2 2026 | |
| 25 | EP Wealth Advisors, LLC | $1.3M | 38K | ▲New +38K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in IDLV and 13 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| SPDR GOLD SHARESGLD | 42 funds | $485.7M |
| NVIDIA CORPNVDA | 41 funds | $50.5B |
| APPLE INCAAPL | 41 funds | $39.7B |
| MICROSOFT CORPMSFT | 41 funds | $33.5B |
| AMAZON.COM INCAMZN | 41 funds | $23.4B |
| ALPHABET INC-CL AGOOGL | 41 funds | $18.5B |
| BROADCOM INCAVGO | 41 funds | $18.2B |
| ALPHABET INC-CL CGOOG | 41 funds | $14.4B |
| META PLATFORMS INC-CLASS AMETA | 41 funds | $11.6B |
| TESLA INCTSLA | 41 funds | $10.3B |
| COSTCO WHOLESALE CORPCOST | 41 funds | $5.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 41 funds | $2.4B |
Ranked by how many of IDLV's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for IDLV
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IDLV/capital-change-brief"
Use Arkolith's capital_change_brief for IDLV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IDLV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.