119 tracked 13F filers disclose a position in IDVO as of the latest SEC 13F filings, a combined $418.8M 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 | RAYMOND JAMES FINANCIAL INC | $81.2M | 2.0M | ▲+48% Added · +649K sh | Q1 2026 | |
| 2 | CPC Advisors, LLC | $52.8M | 1.3M | ▲127× Added · +1.2M sh | Q2 2026 | |
| 3 | LPL Financial LLC | $31.6M | 782K | ▲+71% Added · +325K sh | Q1 2026 | |
| 4 | GREAT VALLEY ADVISOR GROUP, INC. | $26.9M | 640K | ▲+2.1% Added · +13K sh | Q2 2026 | |
| 5 | Sequoia Financial Advisors, LLC | $20.0M | 495K | ▼−4.6% Reduced · −24K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $20.0M | 494K | ▲+44% Added · +151K sh | Q1 2026 | |
| 7 | Principle Wealth Partners LLC | $19.8M | 472K | ▲+12% Added · +51K sh | Q2 2026 | |
| 8 | STIFEL FINANCIAL CORP | $16.5M | 409K | ▲+49% Added · +134K sh | Q1 2026 | |
| 9 | UBS Group AG | $13.7M | 338K | ▲+17% Added · +48K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $8.7M | 215K | ▲+238% Added · +151K sh | Q1 2026 | |
| 11 | Elmwood Wealth Management, Inc. | $8.6M | 205K | ▲+1.8% Added · +4K sh | Q2 2026 | |
| 12 | ARQ WEALTH ADVISORS, LLC | $7.1M | 165K | ▲New +165K sh | Q2 2026 | |
| 13 | EverSource Wealth Advisors, LLC | $6.3M | 156K | ▲+278% Added · +115K sh | Q1 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | $6.0M | 144K | ▲+4.5% Added · +6K sh | Q2 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $5.5M | 136K | ▲+13% Added · +15K sh | Q1 2026 | |
| 16 | TRUIST FINANCIAL CORP | $5.3M | 131K | ▲+10% Added · +12K sh | Q1 2026 | |
| 17 | Atlas Wealth LLC | $5.4M | 128K | ▲+15% Added · +17K sh | Q2 2026 | |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.6M | 115K | ▲+3.6% Added · +4K sh | Q1 2026 | |
| 19 | IAM Advisory, LLC | $4.4M | 104K | ▲+4.4% Added · +4K sh | Q2 2026 | |
| 20 | Proficio Capital Partners LLC | $4.3M | 102K | ▲+61% Added · +38K sh | Q2 2026 | |
| 21 | ROYAL BANK OF CANADA | $4.0M | 98K | ▲+44% Added · +30K sh | Q1 2026 | |
| 22 | Visionary Wealth Advisors | $3.9M | 92K | ▲+14% Added · +11K sh | Q2 2026 | |
| 23 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $3.8M | 91K | ▲+0.9% Added · +783 sh | Q2 2026 | |
| 24 | CITADEL ADVISORS LLC | $3.0M | 75K | ▲New +75K sh | Q1 2026 | |
| 25 | SAGESPRING WEALTH PARTNERS, LLC | $2.7M | 65K | ▲+11% Added · +7K 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, 13 funds opened a new position in IDVO and 24 added to an existing one, while 6 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 |
|---|---|---|
| NVIDIA CORPNVDA | 53 funds | $42.3B |
| APPLE INCAAPL | 53 funds | $34.2B |
| MICROSOFT CORPMSFT | 53 funds | $28.0B |
| AMAZON.COM INCAMZN | 53 funds | $19.8B |
| BROADCOM INCAVGO | 53 funds | $15.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 53 funds | $5.9B |
| SCHWAB US DVD EQUITY ETFSCHD | 53 funds | $547.4M |
| ALPHABET INC-CL AGOOGL | 52 funds | $16.2B |
| TESLA INCTSLA | 52 funds | $9.1B |
| JPMORGAN CHASE & COJPM | 52 funds | $8.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 52 funds | $2.6B |
| META PLATFORMS INC-CLASS AMETA | 51 funds | $9.6B |
Ranked by how many of IDVO's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| HACKmc | 372 funds | $584.1M |
| DIVOmc | 368 funds | $3.6B |
| BLOKmc | 245 funds | $402.2M |
| SILJmc | 214 funds | $1.0B |
| IDVOthis pagemc | 119 funds | $418.8M |
| MJmc | 112 funds | $12.1M |
| YYYcommon | 84 funds | $183.9M |
| IPAYmc | 73 funds | $38.7M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for IDVO
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/IDVO/capital-change-brief"
Use Arkolith's capital_change_brief for IDVO. 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 IDVO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.