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On this page, we present all of the funds holding IVLU from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IVLU, with a link to that fund's top holdings. The next columns
indicate the amount of IVLU stock held by each of the funds holding IVLU, followed by the IVLU position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 225 funds holding IVLU within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Northwestern Mutual Wealth Management Co.. For more details on the positions held by Northwestern Mutual Wealth Management Co.
(or by any of the other funds holding IVLU), click the fund name in the "Holder" column of the funds-holding-IVLU table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Northwestern Mutual Wealth Management Co. | 14,533,146 | $385,276 | 12/31/2023 | | IVLU | 14,533,146 | $385,276 | 12/31/2023 | | FMR LLC | 8,232,933 | $218,255 | 12/31/2023 | | IVLU | 8,232,933 | $218,255 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 7,599,514 | $201,463 | 12/31/2023 | | IVLU | 7,599,514 | $201,463 | 12/31/2023 | | Envestnet Asset Management Inc. | 7,113,785 | $188,586 | 12/31/2023 | | IVLU | 7,113,785 | $188,586 | 12/31/2023 | | JPMorgan Chase & Co. | 3,735,834 | $99,037 | 12/31/2023 | | IVLU | 3,735,834 | $99,037 | 12/31/2023 | | Sequoia Financial Advisors LLC | 1,415,130 | $37,515 | 12/31/2023 | | IVLU | 1,415,130 | $37,515 | 12/31/2023 | | Wealthsource Partners LLC | 882,009 | $23,382 | 12/31/2023 | | IVLU | 882,009 | $23,382 | 12/31/2023 | | Bank of America Corp DE | 847,239 | $22,460 | 12/31/2023 | | IVLU | 847,239 | $22,460 | 12/31/2023 | | Eqis Capital Management Inc. | 833,147 | $22,087 | 12/31/2023 | | IVLU | 833,147 | $22,087 | 12/31/2023 | | Kathmere Capital Management LLC | 685,983 | $19,365 | 03/31/2024 | | IVLU | 685,983 | $19,365 | 03/31/2024 | | Janney Montgomery Scott LLC | 706,214 | $18,722 | 12/31/2023 | | IVLU | 706,214 | $18,722 | 12/31/2023 | | Armbruster Capital Management Inc. | 705,765 | $18,710 | 12/31/2023 | | IVLU | 705,765 | $18,710 | 12/31/2023 | | Buckingham Strategic Wealth LLC | 688,611 | $18,255 | 12/31/2023 | | IVLU | 688,611 | $18,255 | 12/31/2023 | | JNBA Financial Advisors | 521,214 | $13,817 | 12/31/2023 | | IVLU | 521,214 | $13,817 | 12/31/2023 | | Morgan Stanley | 514,364 | $13,636 | 12/31/2023 | | IVLU | 514,364 | $13,636 | 12/31/2023 | | Integrated Wealth Concepts LLC | 480,152 | $12,729 | 12/31/2023 | | IVLU | 480,152 | $12,729 | 12/31/2023 | | BlackRock Inc. | 471,564 | $12,501 | 12/31/2023 | | IVLU | 471,564 | $12,501 | 12/31/2023 | | Ackerman Capital Advisors LLC | 429,206 | $12,116 | 03/31/2024 | | IVLU | 429,206 | $12,116 | 03/31/2024 | | FFT Wealth Management LLC | 443,344 | $11,753 | 12/31/2023 | | IVLU | 443,344 | $11,753 | 12/31/2023 | | Atlas Capital Advisors LLC | 404,903 | $11,430 | 03/31/2024 | | IVLU | 404,903 | $11,430 | 03/31/2024 | | TCG Advisory Services LLC | 387,627 | $10,276 | 12/31/2023 | | IVLU | 387,627 | $10,276 | 12/31/2023 | | Plancorp LLC | 370,712 | $9,828 | 12/31/2023 | | IVLU | 370,712 | $9,828 | 12/31/2023 | | Foster Group Inc. | 320,084 | $9,036 | 03/31/2024 | | IVLU | 320,084 | $9,036 | 03/31/2024 | | One Wealth Advisors LLC | 299,209 | $8,447 | 03/31/2024 | | IVLU | 299,209 | $8,447 | 03/31/2024 | | Ironwood Wealth Management Inc. | 286,561 | $8,038 | 03/31/2024 | | IVLU | 286,561 | $8,038 | 03/31/2024 | | UBS Group AG | 285,966 | $7,581 | 12/31/2023 | | IVLU | 285,966 | $7,581 | 12/31/2023 | | Leo Wealth LLC | 271,757 | $7,280 | 12/31/2023 | | IVLU | 271,757 | $7,280 | 12/31/2023 | | SCS Capital Management LLC | 270,608 | $7,174 | 12/31/2023 | | IVLU | 270,608 | $7,174 | 12/31/2023 | | Farrow Financial Inc. | 256,578 | $6,802 | 12/31/2023 | | IVLU | 256,578 | $6,802 | 12/31/2023 | | Thrivent Financial for Lutherans | 242,559 | $6,430 | 12/31/2023 | | IVLU | 242,559 | $6,430 | 12/31/2023 | | Goldman Sachs Group Inc. | 241,418 | $6,400 | 12/31/2023 | | IVLU | 241,418 | $6,400 | 12/31/2023 | | Prosperity Planning Inc. | 218,503 | $6,168 | 03/31/2024 | | IVLU | 218,503 | $6,168 | 03/31/2024 | | IFP Advisors Inc | 222,734 | $5,905 | 12/31/2023 | | IVLU | 222,734 | $5,905 | 12/31/2023 | | Merriman Wealth Management LLC | 221,706 | $5,877 | 12/31/2023 | | IVLU | 221,706 | $5,877 | 12/31/2023 | | Buckingham Strategic Partners | 216,447 | $5,738 | 12/31/2023 | | IVLU | 216,447 | $5,738 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 200,660 | $5,665 | 03/31/2024 | | IVLU | 200,660 | $5,665 | 03/31/2024 | | Keebeck Wealth Management LLC | 211,059 | $5,595 | 12/31/2023 | | IVLU | 211,059 | $5,595 | 12/31/2023 | | Raymond James & Associates | 168,490 | $4,756 | 03/31/2024 | | IVLU | 168,490 | $4,756 | 03/31/2024 | | Trust Point Inc. | 166,824 | $4,709 | 03/31/2024 | | IVLU | 166,824 | $4,709 | 03/31/2024 | | LGL Partners LLC | 174,004 | $4,613 | 12/31/2023 | | IVLU | 174,004 | $4,613 | 12/31/2023 | | U.S. Capital Wealth Advisors LLC | 171,668 | $4,551 | 12/31/2023 | | IVLU | 171,668 | $4,551 | 12/31/2023 | | CoreFirst Bank & Trust | 156,840 | $4,158 | 12/31/2023 | | IVLU | 156,840 | $4,158 | 12/31/2023 | | ShoreHaven Wealth Partners LLC | 139,860 | $3,708 | 12/31/2023 | | IVLU | 139,860 | $3,708 | 12/31/2023 | | LPL Financial LLC | 137,983 | $3,658 | 12/31/2023 | | IVLU | 137,983 | $3,658 | 12/31/2023 | | Cetera Advisor Networks LLC | 136,824 | $3,627 | 12/31/2023 | | IVLU | 136,824 | $3,627 | 12/31/2023 | | Capital Advisors Inc. OK | 124,472 | $3,300 | 12/31/2023 | | IVLU | 124,472 | $3,300 | 12/31/2023 | | Peninsula Wealth LLC | 120,126 | $3,185 | 12/31/2023 | | IVLU | 120,126 | $3,185 | 12/31/2023 | | Tacita Capital Inc | 114,320 | $3,031 | 12/31/2023 | | IVLU | 114,320 | $3,031 | 12/31/2023 | | Angeles Investment Advisors LLC | 112,500 | $2,982 | 12/31/2023 | | IVLU | 112,500 | $2,982 | 12/31/2023 | | Cypress Wealth Services LLC | 101,822 | $2,874 | 03/31/2024 | | IVLU | 101,822 | $2,874 | 03/31/2024 | | Concurrent Investment Advisors LLC | 100,420 | $2,662 | 12/31/2023 | | IVLU | 100,420 | $2,662 | 12/31/2023 | | Truist Financial Corp | 99,789 | $2,645 | 12/31/2023 | | IVLU | 99,789 | $2,645 | 12/31/2023 | | Parallel Advisors LLC | 99,360 | $2,634 | 12/31/2023 | | IVLU | 99,360 | $2,634 | 12/31/2023 | | Vance Wealth Inc. | 89,314 | $2,368 | 12/31/2023 | | IVLU | 89,314 | $2,368 | 12/31/2023 | | Clayton Partners LLC | 88,942 | $2,358 | 12/31/2023 | | IVLU | 88,942 | $2,358 | 12/31/2023 | | Kickstand Ventures LLC. | 88,562 | $2,348 | 12/31/2023 | | IVLU | 88,562 | $2,348 | 12/31/2023 | | ONE Advisory Partners LLC | 81,536 | $2,302 | 03/31/2024 | | IVLU | 81,536 | $2,302 | 03/31/2024 | | Stonehage Fleming Financial Services Holdings Ltd | 86,144 | $2,284 | 12/31/2023 | | IVLU | 86,144 | $2,284 | 12/31/2023 | | Park Avenue Securities LLC | 75,431 | $2,129 | 03/31/2024 | | IVLU | 75,431 | $2,129 | 03/31/2024 | | Wealth Alliance | 80,317 | $2,129 | 12/31/2023 | | IVLU | 80,317 | $2,129 | 12/31/2023 | | Custom Index Systems LLC | 78,024 | $2,068 | 12/31/2023 | | IVLU | 78,024 | $2,068 | 12/31/2023 | | Renaissance Technologies LLC | 75,000 | $1,988 | 12/31/2023 | | IVLU | 75,000 | $1,988 | 12/31/2023 | | Rockefeller Capital Management L.P. | 74,528 | $1,976 | 12/31/2023 | | IVLU | 74,528 | $1,976 | 12/31/2023 | | Strategic Blueprint LLC | 68,977 | $1,947 | 03/31/2024 | | IVLU | 68,977 | $1,947 | 03/31/2024 | | RHS Financial LLC | 66,188 | $1,868 | 03/31/2024 | | IVLU | 66,188 | $1,868 | 03/31/2024 | | Royal Bank of Canada | 70,142 | $1,860 | 12/31/2023 | | IVLU | 70,142 | $1,860 | 12/31/2023 | | Stifel Financial Corp | 65,406 | $1,734 | 12/31/2023 | | IVLU | 65,406 | $1,734 | 12/31/2023 | | Bell Investment Advisors Inc | 64,438 | $1,708 | 12/31/2023 | | IVLU | 64,438 | $1,708 | 12/31/2023 | | Red Wave Investments LLC | 63,805 | $1,691 | 12/31/2023 | | IVLU | 63,805 | $1,691 | 12/31/2023 | | Robertson Stephens Wealth Management LLC | 60,987 | $1,617 | 12/31/2023 | | IVLU | 60,987 | $1,617 | 12/31/2023 | | Advisor Group Holdings Inc. | 60,677 | $1,609 | 12/31/2023 | | IVLU | 60,677 | $1,609 | 12/31/2023 | | HighTower Advisors LLC | 60,440 | $1,601 | 12/31/2023 | | IVLU | 60,440 | $1,601 | 12/31/2023 | | Mayflower Financial Advisors LLC | 59,058 | $1,566 | 12/31/2023 | | IVLU | 59,058 | $1,566 | 12/31/2023 | | Bank Julius Baer & Co. Ltd Zurich | 57,886 | $1,535 | 12/31/2023 | | IVLU | 57,886 | $1,535 | 12/31/2023 | | Kestra Advisory Services LLC | 56,506 | $1,498 | 12/31/2023 | | IVLU | 56,506 | $1,498 | 12/31/2023 | | Keel Point LLC | 50,704 | $1,431 | 03/31/2024 | | IVLU | 50,704 | $1,431 | 03/31/2024 | | W Advisors LLC | 52,847 | $1,401 | 12/31/2023 | | IVLU | 52,847 | $1,401 | 12/31/2023 | | CSS LLC IL | 51,200 | $1,357 | 12/31/2023 | | IVLU | 51,200 | $1,357 | 12/31/2023 | | TSA Wealth Managment LLC | 50,857 | $1,348 | 12/31/2023 | | IVLU | 50,857 | $1,348 | 12/31/2023 | | Allworth Financial LP | 50,491 | $1,339 | 12/31/2023 | | IVLU | 50,491 | $1,339 | 12/31/2023 | | Beacon Financial Group | 48,957 | $1,298 | 12/31/2023 | | IVLU | 48,957 | $1,298 | 12/31/2023 | | Hemington Wealth Management | 47,879 | $1,269 | 12/31/2023 | | IVLU | 47,879 | $1,269 | 12/31/2023 | | Savvy Advisors Inc. | 47,865 | $1,269 | 12/31/2023 | | IVLU | 47,865 | $1,269 | 12/31/2023 | | Resources Investment Advisors LLC. | 42,897 | $1,137 | 12/31/2023 | | IVLU | 42,897 | $1,137 | 12/31/2023 | | Captrust Financial Advisors | 42,322 | $1,122 | 12/31/2023 | | IVLU | 42,322 | $1,122 | 12/31/2023 | | G&S Capital LLC | 38,729 | $1,093 | 03/31/2024 | | IVLU | 38,729 | $1,093 | 03/31/2024 | | Stokes Family Office LLC | 39,093 | $1,036 | 12/31/2023 | | IVLU | 39,093 | $1,036 | 12/31/2023 | | Foresight Capital Management Advisors Inc. | 35,650 | $1,006 | 03/31/2024 | | IVLU | 35,650 | $1,006 | 03/31/2024 | | Jackson Creek Investment Advisors LLC | 36,195 | $960 | 12/31/2023 | | IVLU | 36,195 | $960 | 12/31/2023 | | Affinity Capital Advisors LLC | 33,640 | $950 | 03/31/2024 | | IVLU | 33,640 | $950 | 03/31/2024 | | My Legacy Advisors LLC | 35,840 | $950 | 12/31/2023 | | IVLU | 35,840 | $950 | 12/31/2023 | | Advisory Services Network LLC | 34,733 | $921 | 12/31/2023 | | IVLU | 34,733 | $921 | 12/31/2023 | | Qube Research & Technologies Ltd | 33,224 | $881 | 12/31/2023 | | IVLU | 33,224 | $881 | 12/31/2023 | | Firethorn Wealth Partners LLC | 30,972 | $874 | 03/31/2024 | | IVLU | 30,972 | $874 | 03/31/2024 | | Raymond James Financial Services Advisors Inc. | 28,897 | $816 | 03/31/2024 | | IVLU | 28,897 | $816 | 03/31/2024 | | Transcend Wealth Collective LLC | 30,065 | $797 | 12/31/2023 | | IVLU | 30,065 | $797 | 12/31/2023 | | OLD Mission Capital LLC | 29,641 | $786 | 12/31/2023 | | IVLU | 29,641 | $786 | 12/31/2023 | | High Falls Advisors Inc | 29,583 | $784 | 12/31/2023 | | IVLU | 29,583 | $784 | 12/31/2023 | | Commonwealth Equity Services LLC | 29,360 | $778 | 12/31/2023 | | IVLU | 29,360 | $778 | 12/31/2023 | | Csenge Advisory Group | 28,798 | $763 | 12/31/2023 | | IVLU | 28,798 | $763 | 12/31/2023 | | Valued Wealth Advisors LLC | 29,349 | $744 | 12/31/2023 | | IVLU | 29,349 | $744 | 12/31/2023 | | Shared Vision Wealth Group LLC | 27,986 | $742 | 12/31/2023 | | IVLU | 27,986 | $742 | 12/31/2023 | | Johnson Bixby & Associates LLC | 26,011 | $734 | 03/31/2024 | | IVLU | 26,011 | $734 | 03/31/2024 | | Hoxton Planning & Management LLC | 25,654 | $724 | 03/31/2024 | | IVLU | 25,654 | $724 | 03/31/2024 | | Avantax Advisory Services Inc. | 27,265 | $723 | 12/31/2023 | | IVLU | 27,265 | $723 | 12/31/2023 | | Stratos Wealth Advisors LLC | 25,359 | $716 | 03/31/2024 | | IVLU | 25,359 | $716 | 03/31/2024 | | Intelligence Driven Advisers LLC | 25,785 | $679 | 12/31/2023 | | IVLU | 25,785 | $679 | 12/31/2023 | | Index Fund Advisors Inc. | 25,593 | $678 | 12/31/2023 | | IVLU | 25,593 | $678 | 12/31/2023 | | Derbend Asset Management | 25,124 | $666 | 12/31/2023 | | IVLU | 25,124 | $666 | 12/31/2023 | | Vision Capital Management Inc. | 24,911 | $660 | 12/31/2023 | | IVLU | 24,911 | $660 | 12/31/2023 | | Ameriprise Financial Inc. | 24,639 | $653 | 12/31/2023 | | IVLU | 24,639 | $653 | 12/31/2023 | | Simplicity Wealth LLC | 22,883 | $646 | 03/31/2024 | | IVLU | 22,883 | $646 | 03/31/2024 | | Farther Finance Advisors LLC | 24,274 | $644 | 12/31/2023 | | IVLU | 24,274 | $644 | 12/31/2023 | | Stonebrook Private Inc. | 23,862 | $633 | 12/31/2023 | | IVLU | 23,862 | $633 | 12/31/2023 | | Equitable Holdings Inc. | 23,769 | $630 | 12/31/2023 | | IVLU | 23,769 | $630 | 12/31/2023 | | Sawtooth Solutions LLC | 23,141 | $613 | 12/31/2023 | | IVLU | 23,141 | $613 | 12/31/2023 | | Cresset Asset Management LLC | 23,017 | $610 | 12/31/2023 | | IVLU | 23,017 | $610 | 12/31/2023 | | Nicholas Hoffman & Company LLC. | 20,913 | $590 | 03/31/2024 | | IVLU | 20,913 | $590 | 03/31/2024 | | Schroder Investment Management Group | 22,057 | $585 | 12/31/2023 | | IVLU | 22,057 | $585 | 12/31/2023 | | Horst & Graben Wealth Management LLC | 20,348 | $574 | 03/31/2024 | | IVLU | 20,348 | $574 | 03/31/2024 | | Retirement Group LLC | 21,227 | $563 | 12/31/2023 | | IVLU | 21,227 | $563 | 12/31/2023 | | Creative Planning | 19,927 | $528 | 12/31/2023 | | IVLU | 19,927 | $528 | 12/31/2023 | | STA Wealth Management LLC | 19,348 | $513 | 12/31/2023 | | IVLU | 19,348 | $513 | 12/31/2023 | | Envestnet Portfolio Solutions Inc. | 19,028 | $504 | 12/31/2023 | | IVLU | 19,028 | $504 | 12/31/2023 | | Warren Street Wealth Advisors LLC | 18,553 | $492 | 12/31/2023 | | IVLU | 18,553 | $492 | 12/31/2023 | | Merit Financial Group LLC | 18,418 | $488 | 12/31/2023 | | IVLU | 18,418 | $488 | 12/31/2023 | | Nwam LLC | 18,236 | $483 | 12/31/2023 | | IVLU | 18,236 | $483 | 12/31/2023 | | Garrett Investment Advisors LLC | 16,608 | $469 | 03/31/2024 | | IVLU | 16,608 | $469 | 03/31/2024 | | CI Private Wealth LLC | 17,117 | $454 | 12/31/2023 | | IVLU | 17,117 | $454 | 12/31/2023 | | Peirce Capital Management LLC | 15,701 | $443 | 03/31/2024 | | IVLU | 15,701 | $443 | 03/31/2024 | | Comerica Bank | 16,701 | $443 | 12/31/2023 | | IVLU | 16,701 | $443 | 12/31/2023 | | Private Advisor Group LLC | 16,195 | $429 | 12/31/2023 | | IVLU | 16,195 | $429 | 12/31/2023 | | Capital Performance Advisors LLP | 16,179 | $429 | 12/31/2023 | | IVLU | 16,179 | $429 | 12/31/2023 | | National Asset Management Inc. | 16,080 | $426 | 12/31/2023 | | IVLU | 16,080 | $426 | 12/31/2023 | | Dorsey & Whitney Trust CO LLC | 16,000 | $424 | 12/31/2023 | | IVLU | 16,000 | $424 | 12/31/2023 | | Brighton Jones LLC | 15,900 | $422 | 12/31/2023 | | IVLU | 15,900 | $422 | 12/31/2023 | | Moneta Group Investment Advisors LLC | 15,390 | $408 | 12/31/2023 | | IVLU | 15,390 | $408 | 12/31/2023 | | Pathstone Holdings LLC | 15,366 | $407 | 12/31/2023 | | IVLU | 15,366 | $407 | 12/31/2023 | | Maxwell Wealth Strategies Inc. | 15,118 | $401 | 12/31/2023 | | IVLU | 15,118 | $401 | 12/31/2023 | | Savant Capital LLC | 14,062 | $373 | 12/31/2023 | | IVLU | 14,062 | $373 | 12/31/2023 | | Wells Fargo & Company MN | 13,851 | $367 | 12/31/2023 | | IVLU | 13,851 | $367 | 12/31/2023 | | EverSource Wealth Advisors LLC | 13,737 | $364 | 12/31/2023 | | IVLU | 13,737 | $364 | 12/31/2023 | | Lakeview Capital Partners LLC | 13,424 | $356 | 12/31/2023 | | IVLU | 13,424 | $356 | 12/31/2023 | | MML Investors Services LLC | 13,176 | $349 | 12/31/2023 | | IVLU | 13,176 | $349 | 12/31/2023 | | Collective Family Office LLC | 12,078 | $341 | 03/31/2024 | | IVLU | 12,078 | $341 | 03/31/2024 | | Lauterbach Financial Advisors LLC | 12,663 | $336 | 12/31/2023 | | IVLU | 12,663 | $336 | 12/31/2023 | | LJI Wealth Management LLC | 12,596 | $334 | 12/31/2023 | | IVLU | 12,596 | $334 | 12/31/2023 | | Elgethun Capital Management | 12,472 | $331 | 12/31/2023 | | IVLU | 12,472 | $331 | 12/31/2023 | | Mariner LLC | 12,380 | $328 | 12/31/2023 | | IVLU | 12,380 | $328 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 11,552 | $326 | 03/31/2024 | | IVLU | 11,552 | $326 | 03/31/2024 | | Valeo Financial Advisors LLC | 11,522 | $325 | 03/31/2024 | | IVLU | 11,522 | $325 | 03/31/2024 | | Dentgroup LLC | 11,385 | $321 | 03/31/2024 | | IVLU | 11,385 | $321 | 03/31/2024 | | GWM Advisors LLC | 11,728 | $307 | 12/31/2023 | | IVLU | 11,728 | $307 | 12/31/2023 | | Well Done LLC | 10,837 | $306 | 03/31/2024 | | IVLU | 10,837 | $306 | 03/31/2024 | | Change Path LLC | 11,533 | $306 | 12/31/2023 | | IVLU | 11,533 | $306 | 12/31/2023 | | Cerity Partners LLC | 11,443 | $303 | 12/31/2023 | | IVLU | 11,443 | $303 | 12/31/2023 | | Pensionmark Financial Group LLC | 11,250 | $298 | 12/31/2023 | | IVLU | 11,250 | $298 | 12/31/2023 | | Sand Hill Global Advisors LLC | 11,126 | $295 | 12/31/2023 | | IVLU | 11,126 | $295 | 12/31/2023 | | Patriot Financial Group Insurance Agency LLC | 11,098 | $294 | 12/31/2023 | | IVLU | 11,098 | $294 | 12/31/2023 | | Global Retirement Partners LLC | 9,712 | $274 | 03/31/2024 | | IVLU | 9,712 | $274 | 03/31/2024 | | RCS Financial Planning LLC | 10,320 | $274 | 12/31/2023 | | IVLU | 10,320 | $274 | 12/31/2023 | | Citadel Advisors LLC | 10,150 | $269 | 12/31/2023 | | IVLU | 10,150 | $269 | 12/31/2023 | | CFS Investment Advisory Services LLC | 9,901 | $262 | 12/31/2023 | | IVLU | 9,901 | $262 | 12/31/2023 | | We Are One Seven LLC | 9,532 | $253 | 12/31/2023 | | IVLU | 9,532 | $253 | 12/31/2023 | | Goodwin Investment Advisory | 9,409 | $249 | 12/31/2023 | | IVLU | 9,409 | $249 | 12/31/2023 | | TKG Advisors LLC | 9,397 | $249 | 12/31/2023 | | IVLU | 9,397 | $249 | 12/31/2023 | | Personal CFO Solutions LLC | 9,045 | $240 | 12/31/2023 | | IVLU | 9,045 | $240 | 12/31/2023 | | Theory Financial LLC | 8,654 | $229 | 12/31/2023 | | IVLU | 8,654 | $229 | 12/31/2023 | | HRT Financial LP | 8,550 | $226 | 12/31/2023 | | IVLU | 8,550 | $226 | 12/31/2023 | | MB Generational Wealth LLC | 8,494 | $225 | 12/31/2023 | | IVLU | 8,494 | $225 | 12/31/2023 | | Spire Wealth Management | 7,470 | $211 | 03/31/2024 | | IVLU | 7,470 | $211 | 03/31/2024 | | Valmark Advisers Inc. | 7,909 | $210 | 12/31/2023 | | IVLU | 7,909 | $210 | 12/31/2023 | | MA Private Wealth | 7,828 | $208 | 12/31/2023 | | IVLU | 7,828 | $208 | 12/31/2023 | | Tcwp LLC | 7,828 | $208 | 12/31/2023 | | IVLU | 7,828 | $208 | 12/31/2023 | | US Bancorp DE | 7,290 | $193 | 12/31/2023 | | IVLU | 7,290 | $193 | 12/31/2023 | | National Bank of Canada FI | 7,019 | $185 | 12/31/2023 | | IVLU | 7,019 | $185 | 12/31/2023 | | Colonial Trust Advisors | 5,869 | $156 | 12/31/2023 | | IVLU | 5,869 | $156 | 12/31/2023 | | O Shaughnessy Asset Management LLC | 5,356 | $142 | 12/31/2023 | | IVLU | 5,356 | $142 | 12/31/2023 | | LGT Financial Advisors LLC | 4,987 | $132 | 12/31/2023 | | IVLU | 4,987 | $132 | 12/31/2023 | | Elevate Wealth Advisory Inc. | 3,975 | $105 | 12/31/2023 | | IVLU | 3,975 | $105 | 12/31/2023 | | New Republic Capital LLC | 3,784 | $100 | 12/31/2023 | | IVLU | 3,784 | $100 | 12/31/2023 | | Venturi Wealth Management LLC | 3,369 | $95 | 03/31/2024 | | IVLU | 3,369 | $95 | 03/31/2024 | | Mather Group LLC. | 3,223 | $85 | 03/31/2024 | | IVLU | 3,223 | $85 | 03/31/2024 | | PrairieView Partners LLC | 2,471 | $66 | 12/31/2023 | | IVLU | 2,471 | $66 | 12/31/2023 | | Northwest Investment Counselors LLC | 2,242 | $63 | 03/31/2024 | | IVLU | 2,242 | $63 | 03/31/2024 | | Versant Capital Management Inc | 2,087 | $59 | 03/31/2024 | | IVLU | 2,087 | $59 | 03/31/2024 | | AdvisorNet Financial Inc | 1,950 | $55 | 03/31/2024 | | IVLU | 1,950 | $55 | 03/31/2024 | | Principal Securities Inc. | 2,000 | $53 | 12/31/2023 | | IVLU | 2,000 | $53 | 12/31/2023 | | Sunbelt Securities Inc. | 1,813 | $51 | 03/31/2024 | | IVLU | 1,813 | $51 | 03/31/2024 | | Smithfield Trust Co. | 1,878 | $51 | 12/31/2023 | | IVLU | 1,878 | $51 | 12/31/2023 | | AlphaCore Capital LLC | 1,817 | $48 | 12/31/2023 | | IVLU | 1,817 | $48 | 12/31/2023 | | CWM LLC | 1,666 | $47 | 03/31/2024 | | IVLU | 1,666 | $47 | 03/31/2024 | | Baystate Wealth Management LLC | 1,574 | $42 | 12/31/2023 | | IVLU | 1,574 | $42 | 12/31/2023 | | First Manhattan Co. | 1,521 | $40 | 12/31/2023 | | IVLU | 1,521 | $40 | 12/31/2023 | | Beaird Harris Wealth Management LLC | 1,209 | $32 | 12/31/2023 | | IVLU | 1,209 | $32 | 12/31/2023 | | Addison Advisors LLC | 1,030 | $27 | 12/31/2023 | | IVLU | 1,030 | $27 | 12/31/2023 | | Cape Investment Advisory Inc. | 875 | $23 | 12/31/2023 | | IVLU | 875 | $23 | 12/31/2023 | | Family Asset Management LLC | 859 | $23 | 12/31/2023 | | IVLU | 859 | $23 | 12/31/2023 | | Proequities Inc. | 791 | $21 | 12/31/2023 | | IVLU | 791 | $21 | 12/31/2023 | | Signaturefd LLC | 788 | $21 | 12/31/2023 | | IVLU | 788 | $21 | 12/31/2023 | | Cornerstone Planning Group LLC | 647 | $17 | 12/31/2023 | | IVLU | 647 | $17 | 12/31/2023 | | McIlrath & Eck LLC | 596 | $16 | 12/31/2023 | | IVLU | 596 | $16 | 12/31/2023 | | Private Ocean LLC | 540 | $15 | 03/31/2024 | | IVLU | 540 | $15 | 03/31/2024 | | Bank of Montreal Can | 396 | $11 | 12/31/2023 | | IVLU | 396 | $11 | 12/31/2023 | | Capital Investment Advisory Services LLC | 375 | $10 | 12/31/2023 | | IVLU | 375 | $10 | 12/31/2023 | | Franklin Resources Inc. | 329 | $9 | 12/31/2023 | | IVLU | 329 | $9 | 12/31/2023 | | Hobbs Group Advisors LLC | 331 | $9 | 12/31/2023 | | IVLU | 331 | $9 | 12/31/2023 | | Tucker Asset Management LLC | 266 | $7 | 12/31/2023 | | IVLU | 266 | $7 | 12/31/2023 | | Trust Co. of Vermont | 226 | $6 | 12/31/2023 | | IVLU | 226 | $6 | 12/31/2023 | | Duncker Streett & Co. Inc. | 167 | $5 | 03/31/2024 | | IVLU | 167 | $5 | 03/31/2024 | | Tradition Wealth Management LLC | 135 | $4 | 12/31/2023 | | IVLU | 135 | $4 | 12/31/2023 | | Provident Wealth Management LLC | 114 | $3 | 03/31/2024 | | IVLU | 114 | $3 | 03/31/2024 | | Richard Bernstein Advisors LLC | 98 | $3 | 12/31/2023 | | IVLU | 98 | $3 | 12/31/2023 | | Scarborough Advisors LLC | 130 | $3 | 12/31/2023 | | IVLU | 130 | $3 | 12/31/2023 | | Creative Financial Designs Inc. ADV | 88 | $2 | 12/31/2023 | | IVLU | 88 | $2 | 12/31/2023 | | Truvestments Capital LLC | 58 | $2 | 12/31/2023 | | IVLU | 58 | $2 | 12/31/2023 | | Ruedi Wealth Management Inc. | 70 | $2 | 12/31/2023 | | IVLU | 70 | $2 | 12/31/2023 | | Smartleaf Asset Management LLC | 71 | $2 | 12/31/2023 | | IVLU | 71 | $2 | 12/31/2023 | | Aspire Private Capital LLC | 34 | $1 | 03/31/2024 | | IVLU | 34 | $1 | 03/31/2024 | | Aptus Capital Advisors LLC | 32 | $1 | 12/31/2023 | | IVLU | 32 | $1 | 12/31/2023 | | HBC Financial Services PLLC | 36 | $1 | 12/31/2023 | | IVLU | 36 | $1 | 12/31/2023 | | Glass Jacobson Investment Advisors llc | 55 | $1 | 12/31/2023 | | IVLU | 55 | $1 | 12/31/2023 | | APCM Wealth Management for Individuals | 10 | $0 | 03/31/2024 | | IVLU | 10 | $0 | 03/31/2024 | | Global Wealth Strategies & Associates | 0 | $0 | 03/31/2024 | | IVLU | 0 | $0 | 03/31/2024 | | BNP Paribas Arbitrage SA | 17 | $0 | 12/31/2023 | | IVLU | 17 | $0 | 12/31/2023 | | Castleview Partners LLC | 0 | $0 | 12/31/2023 | | IVLU | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IVLU
See Details: Top 10 Hedge Funds Holding IVLU
Also See: IVLU Holdings Changes
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