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Funds Holding IFV

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley2,227,785$43,531 12/31/2023
     IFV2,227,785$43,531 12/31/2023
Raymond James Financial Services Advisors Inc.1,114,213$21,772 12/31/2023
     IFV1,114,213$21,772 12/31/2023
Concurrent Investment Advisors LLC680,207$13,291 12/31/2023
     IFV680,207$13,291 12/31/2023
GWM Advisors LLC467,672$9,110 12/31/2023
     IFV467,672$9,110 12/31/2023
Wells Fargo & Company MN458,667$8,962 12/31/2023
     IFV458,667$8,962 12/31/2023
LPL Financial LLC443,197$8,660 12/31/2023
     IFV443,197$8,660 12/31/2023
Advisor Group Holdings Inc.388,724$7,595 12/31/2023
     IFV388,724$7,595 12/31/2023
Raymond James & Associates349,677$6,833 12/31/2023
     IFV349,677$6,833 12/31/2023
Bank of America Corp DE161,509$3,156 12/31/2023
     IFV161,509$3,156 12/31/2023
Prospera Financial Services Inc159,868$3,124 12/31/2023
     IFV159,868$3,124 12/31/2023
UBS Group AG147,851$2,889 12/31/2023
     IFV147,851$2,889 12/31/2023
Genesee Capital Advisors LLC147,481$2,882 12/31/2023
     IFV147,481$2,882 12/31/2023
PFG Investments LLC92,873$1,815 12/31/2023
     IFV92,873$1,815 12/31/2023
Jane Street Group LLC92,813$1,814 12/31/2023
     IFV92,813$1,814 12/31/2023
Commonwealth Equity Services LLC75,836$1,482 12/31/2023
     IFV75,836$1,482 12/31/2023
Cambridge Investment Research Advisors Inc.55,501$1,084 12/31/2023
     IFV55,501$1,084 12/31/2023
Arkadios Wealth Advisors53,862$1,052 12/31/2023
     IFV53,862$1,052 12/31/2023
Cetera Advisor Networks LLC52,381$1,024 12/31/2023
     IFV52,381$1,024 12/31/2023
Rockefeller Capital Management L.P.49,798$973 12/31/2023
     IFV49,798$973 12/31/2023
Trueblood Wealth Management LLC44,120$862 12/31/2023
     IFV44,120$862 12/31/2023
MML Investors Services LLC40,189$785 12/31/2023
     IFV40,189$785 12/31/2023
Stifel Financial Corp38,307$749 12/31/2023
     IFV38,307$749 12/31/2023
Citadel Advisors LLC36,908$721 12/31/2023
     IFV36,908$721 12/31/2023
Pine Valley Investments Ltd Liability Co36,023$704 12/31/2023
     IFV36,023$704 12/31/2023
Barnes Pettey Financial Advisors LLC34,443$673 12/31/2023
     IFV34,443$673 12/31/2023
Kestra Advisory Services LLC34,390$672 12/31/2023
     IFV34,390$672 12/31/2023
Kestra Private Wealth Services LLC32,949$644 12/31/2023
     IFV32,949$644 12/31/2023
Envestnet Asset Management Inc.27,687$541 12/31/2023
     IFV27,687$541 12/31/2023
Susquehanna International Group LLP18,172$355 12/31/2023
     IFV18,172$355 12/31/2023
Eqis Capital Management Inc.17,685$346 12/31/2023
     IFV17,685$346 12/31/2023
Goldman Sachs Group Inc.16,603$324 12/31/2023
     IFV16,603$324 12/31/2023
D.A. Davidson & CO.14,550$284 12/31/2023
     IFV14,550$284 12/31/2023
Wiley BROS. Aintree Capital LLC13,889$278 03/31/2024
     IFV13,889$278 03/31/2024
Private Advisor Group LLC14,216$278 12/31/2023
     IFV14,216$278 12/31/2023
BOKF NA12,771$250 12/31/2023
     IFV12,771$250 12/31/2023
Jaffetilchin Investment Partners LLC12,813$250 12/31/2023
     IFV12,813$250 12/31/2023
Steward Partners Investment Advisory LLC6,748$132 12/31/2023
     IFV6,748$132 12/31/2023
Comerica Bank4,284$84 12/31/2023
     IFV4,284$84 12/31/2023
Hexagon Capital Partners LLC3,125$62 03/31/2024
     IFV3,125$62 03/31/2024
City Holding Co.1,500$30 03/31/2024
     IFV1,500$30 03/31/2024
Element Wealth LLC1,442$28 12/31/2023
     IFV1,442$28 12/31/2023
Founders Financial Alliance LLC1,387$27 12/31/2023
     IFV1,387$27 12/31/2023
Capital Investment Advisory Services LLC1,293$25 12/31/2023
     IFV1,293$25 12/31/2023
Advisory Services Network LLC1,240$24 12/31/2023
     IFV1,240$24 12/31/2023
Riggs Asset Managment Co. Inc.768$15 12/31/2023
     IFV768$15 12/31/2023
Colonial Trust Co SC628$12 12/31/2023
     IFV628$12 12/31/2023
FMR LLC571$11 12/31/2023
     IFV571$11 12/31/2023
NBT Bank N A NY544$11 12/31/2023
     IFV544$11 12/31/2023
MTM Investment Management LLC406$8 12/31/2023
     IFV406$8 12/31/2023
The PNC Financial Services Group Inc.229$4 12/31/2023
     IFV229$4 12/31/2023
Aptus Capital Advisors LLC90$2 12/31/2023
     IFV90$2 12/31/2023
Guardian Wealth Advisors LLC NC90$2 12/31/2023
     IFV90$2 12/31/2023
Atwood & Palmer Inc.50$1 03/31/2024
     IFV50$1 03/31/2024
DHJJ Financial Advisors Ltd.44$1 03/31/2024
     IFV44$1 03/31/2024
Bank of Montreal Can46$1 12/31/2023
     IFV46$1 12/31/2023
Tennessee Valley Asset Management Partners50$1 12/31/2023
     IFV50$1 12/31/2023
Huntington National Bank1$0 12/31/2023
     IFV1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     IFV0$0 12/31/2023
Royal Bank of Canada1$0 12/31/2023
     IFV1$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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