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On this page, we present all of the funds holding IFV from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IFV, with a link to that fund's top holdings. The next columns
indicate the amount of IFV stock held by each of the funds holding IFV, followed by the IFV position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 58 funds holding IFV within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley
(or by any of the other funds holding IFV), click the fund name in the "Holder" column of the funds-holding-IFV table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Morgan Stanley | 2,227,785 | $43,531 | 12/31/2023 | IFV | 2,227,785 | $43,531 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 1,114,213 | $21,772 | 12/31/2023 | IFV | 1,114,213 | $21,772 | 12/31/2023 | Concurrent Investment Advisors LLC | 680,207 | $13,291 | 12/31/2023 | IFV | 680,207 | $13,291 | 12/31/2023 | GWM Advisors LLC | 467,672 | $9,110 | 12/31/2023 | IFV | 467,672 | $9,110 | 12/31/2023 | Wells Fargo & Company MN | 458,667 | $8,962 | 12/31/2023 | IFV | 458,667 | $8,962 | 12/31/2023 | LPL Financial LLC | 443,197 | $8,660 | 12/31/2023 | IFV | 443,197 | $8,660 | 12/31/2023 | Advisor Group Holdings Inc. | 388,724 | $7,595 | 12/31/2023 | IFV | 388,724 | $7,595 | 12/31/2023 | Raymond James & Associates | 349,677 | $6,833 | 12/31/2023 | IFV | 349,677 | $6,833 | 12/31/2023 | Bank of America Corp DE | 161,509 | $3,156 | 12/31/2023 | IFV | 161,509 | $3,156 | 12/31/2023 | Prospera Financial Services Inc | 159,868 | $3,124 | 12/31/2023 | IFV | 159,868 | $3,124 | 12/31/2023 | UBS Group AG | 147,851 | $2,889 | 12/31/2023 | IFV | 147,851 | $2,889 | 12/31/2023 | Genesee Capital Advisors LLC | 147,481 | $2,882 | 12/31/2023 | IFV | 147,481 | $2,882 | 12/31/2023 | PFG Investments LLC | 92,873 | $1,815 | 12/31/2023 | IFV | 92,873 | $1,815 | 12/31/2023 | Jane Street Group LLC | 92,813 | $1,814 | 12/31/2023 | IFV | 92,813 | $1,814 | 12/31/2023 | Commonwealth Equity Services LLC | 75,836 | $1,482 | 12/31/2023 | IFV | 75,836 | $1,482 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 55,501 | $1,084 | 12/31/2023 | IFV | 55,501 | $1,084 | 12/31/2023 | Arkadios Wealth Advisors | 53,862 | $1,052 | 12/31/2023 | IFV | 53,862 | $1,052 | 12/31/2023 | Cetera Advisor Networks LLC | 52,381 | $1,024 | 12/31/2023 | IFV | 52,381 | $1,024 | 12/31/2023 | Rockefeller Capital Management L.P. | 49,798 | $973 | 12/31/2023 | IFV | 49,798 | $973 | 12/31/2023 | Trueblood Wealth Management LLC | 44,120 | $862 | 12/31/2023 | IFV | 44,120 | $862 | 12/31/2023 | MML Investors Services LLC | 40,189 | $785 | 12/31/2023 | IFV | 40,189 | $785 | 12/31/2023 | Stifel Financial Corp | 38,307 | $749 | 12/31/2023 | IFV | 38,307 | $749 | 12/31/2023 | Citadel Advisors LLC | 36,908 | $721 | 12/31/2023 | IFV | 36,908 | $721 | 12/31/2023 | Pine Valley Investments Ltd Liability Co | 36,023 | $704 | 12/31/2023 | IFV | 36,023 | $704 | 12/31/2023 | Barnes Pettey Financial Advisors LLC | 34,443 | $673 | 12/31/2023 | IFV | 34,443 | $673 | 12/31/2023 | Kestra Advisory Services LLC | 34,390 | $672 | 12/31/2023 | IFV | 34,390 | $672 | 12/31/2023 | Kestra Private Wealth Services LLC | 32,949 | $644 | 12/31/2023 | IFV | 32,949 | $644 | 12/31/2023 | Envestnet Asset Management Inc. | 27,687 | $541 | 12/31/2023 | IFV | 27,687 | $541 | 12/31/2023 | Susquehanna International Group LLP | 18,172 | $355 | 12/31/2023 | IFV | 18,172 | $355 | 12/31/2023 | Eqis Capital Management Inc. | 17,685 | $346 | 12/31/2023 | IFV | 17,685 | $346 | 12/31/2023 | Goldman Sachs Group Inc. | 16,603 | $324 | 12/31/2023 | IFV | 16,603 | $324 | 12/31/2023 | D.A. Davidson & CO. | 14,550 | $284 | 12/31/2023 | IFV | 14,550 | $284 | 12/31/2023 | Wiley BROS. Aintree Capital LLC | 13,889 | $278 | 03/31/2024 | IFV | 13,889 | $278 | 03/31/2024 | Private Advisor Group LLC | 14,216 | $278 | 12/31/2023 | IFV | 14,216 | $278 | 12/31/2023 | BOKF NA | 12,771 | $250 | 12/31/2023 | IFV | 12,771 | $250 | 12/31/2023 | Jaffetilchin Investment Partners LLC | 12,813 | $250 | 12/31/2023 | IFV | 12,813 | $250 | 12/31/2023 | Steward Partners Investment Advisory LLC | 6,748 | $132 | 12/31/2023 | IFV | 6,748 | $132 | 12/31/2023 | Comerica Bank | 4,284 | $84 | 12/31/2023 | IFV | 4,284 | $84 | 12/31/2023 | Hexagon Capital Partners LLC | 3,125 | $62 | 03/31/2024 | IFV | 3,125 | $62 | 03/31/2024 | City Holding Co. | 1,500 | $30 | 03/31/2024 | IFV | 1,500 | $30 | 03/31/2024 | Element Wealth LLC | 1,442 | $28 | 12/31/2023 | IFV | 1,442 | $28 | 12/31/2023 | Founders Financial Alliance LLC | 1,387 | $27 | 12/31/2023 | IFV | 1,387 | $27 | 12/31/2023 | Capital Investment Advisory Services LLC | 1,293 | $25 | 12/31/2023 | IFV | 1,293 | $25 | 12/31/2023 | Advisory Services Network LLC | 1,240 | $24 | 12/31/2023 | IFV | 1,240 | $24 | 12/31/2023 | Riggs Asset Managment Co. Inc. | 768 | $15 | 12/31/2023 | IFV | 768 | $15 | 12/31/2023 | Colonial Trust Co SC | 628 | $12 | 12/31/2023 | IFV | 628 | $12 | 12/31/2023 | FMR LLC | 571 | $11 | 12/31/2023 | IFV | 571 | $11 | 12/31/2023 | NBT Bank N A NY | 544 | $11 | 12/31/2023 | IFV | 544 | $11 | 12/31/2023 | MTM Investment Management LLC | 406 | $8 | 12/31/2023 | IFV | 406 | $8 | 12/31/2023 | The PNC Financial Services Group Inc. | 229 | $4 | 12/31/2023 | IFV | 229 | $4 | 12/31/2023 | Aptus Capital Advisors LLC | 90 | $2 | 12/31/2023 | IFV | 90 | $2 | 12/31/2023 | Guardian Wealth Advisors LLC NC | 90 | $2 | 12/31/2023 | IFV | 90 | $2 | 12/31/2023 | Atwood & Palmer Inc. | 50 | $1 | 03/31/2024 | IFV | 50 | $1 | 03/31/2024 | DHJJ Financial Advisors Ltd. | 44 | $1 | 03/31/2024 | IFV | 44 | $1 | 03/31/2024 | Bank of Montreal Can | 46 | $1 | 12/31/2023 | IFV | 46 | $1 | 12/31/2023 | Tennessee Valley Asset Management Partners | 50 | $1 | 12/31/2023 | IFV | 50 | $1 | 12/31/2023 | Huntington National Bank | 1 | $0 | 12/31/2023 | IFV | 1 | $0 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | IFV | 0 | $0 | 12/31/2023 | Royal Bank of Canada | 1 | $0 | 12/31/2023 | IFV | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IFV
See Details: Top 10 Hedge Funds Holding IFV
Also See: IFV Holdings Changes
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