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On this page, we present all of the funds holding IVOL from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IVOL, with a link to that fund's top holdings. The next columns
indicate the amount of IVOL stock held by each of the funds holding IVOL, followed by the IVOL position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 136 funds holding IVOL within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE
(or by any of the other funds holding IVOL), click the fund name in the "Holder" column of the funds-holding-IVOL table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Bank of America Corp DE | 7,013,935 | $145,048 | 12/31/2023 | | IVOL | 7,013,935 | $145,048 | 12/31/2023 | | JPMorgan Chase & Co. | 4,411,074 | $91,221 | 12/31/2023 | | IVOL | 4,411,074 | $91,221 | 12/31/2023 | | Richard Bernstein Advisors LLC | 3,956,524 | $81,821 | 12/31/2023 | | IVOL | 3,956,524 | $81,821 | 12/31/2023 | | Royal Bank of Canada | 1,041,923 | $21,547 | 12/31/2023 | | IVOL | 1,041,923 | $21,547 | 12/31/2023 | | Raymond James & Associates | 939,440 | $17,785 | 03/31/2024 | | IVOL | 939,440 | $17,785 | 03/31/2024 | | Envestnet Asset Management Inc. | 727,216 | $15,039 | 12/31/2023 | | IVOL | 727,216 | $15,039 | 12/31/2023 | | Schiavi & Co LLC | 720,430 | $14,898 | 12/31/2023 | | IVOL | 720,430 | $14,898 | 12/31/2023 | | Ambassador Advisors LLC | 652,949 | $13,052 | 12/31/2023 | | IVOL | 652,949 | $13,052 | 12/31/2023 | | Sawtooth Solutions LLC | 533,110 | $11,025 | 12/31/2023 | | IVOL | 533,110 | $11,025 | 12/31/2023 | | Bleakley Financial Group LLC | 533,110 | $11,025 | 12/31/2023 | | IVOL | 533,110 | $11,025 | 12/31/2023 | | Morgan Stanley | 526,947 | $10,897 | 12/31/2023 | | IVOL | 526,947 | $10,897 | 12/31/2023 | | Simplicity Wealth LLC | 519,789 | $9,840 | 03/31/2024 | | IVOL | 519,789 | $9,840 | 03/31/2024 | | Cetera Advisor Networks LLC | 471,699 | $9,755 | 12/31/2023 | | IVOL | 471,699 | $9,755 | 12/31/2023 | | Financial Enhancement Group LLC | 426,923 | $7,941 | 03/31/2024 | | IVOL | 426,923 | $7,941 | 03/31/2024 | | Engrave Wealth Partners LLC | 354,602 | $7,333 | 12/31/2023 | | IVOL | 354,602 | $7,333 | 12/31/2023 | | Pekin Hardy Strauss Inc. | 306,213 | $6,332 | 12/31/2023 | | IVOL | 306,213 | $6,332 | 12/31/2023 | | LPL Financial LLC | 301,056 | $6,226 | 12/31/2023 | | IVOL | 301,056 | $6,226 | 12/31/2023 | | Wells Fargo & Company MN | 265,086 | $5,482 | 12/31/2023 | | IVOL | 265,086 | $5,482 | 12/31/2023 | | Bellecapital International Ltd. | 255,815 | $5,290 | 12/31/2023 | | IVOL | 255,815 | $5,290 | 12/31/2023 | | Susquehanna International Group LLP | 253,410 | $5,241 | 12/31/2023 | | IVOL | 253,410 | $5,241 | 12/31/2023 | | Jane Street Group LLC | 217,896 | $4,506 | 12/31/2023 | | IVOL | 217,896 | $4,506 | 12/31/2023 | | Advisor Group Holdings Inc. | 197,777 | $4,090 | 12/31/2023 | | IVOL | 197,777 | $4,090 | 12/31/2023 | | Straight Path Wealth Management | 209,578 | $3,968 | 03/31/2024 | | IVOL | 209,578 | $3,968 | 03/31/2024 | | US Bancorp DE | 160,440 | $3,318 | 12/31/2023 | | IVOL | 160,440 | $3,318 | 12/31/2023 | | Empire Financial Management Company LLC | 144,844 | $2,995 | 12/31/2023 | | IVOL | 144,844 | $2,995 | 12/31/2023 | | Evergreen Private Wealth LLC | 149,160 | $2,824 | 03/31/2024 | | IVOL | 149,160 | $2,824 | 03/31/2024 | | Captrust Financial Advisors | 134,910 | $2,790 | 12/31/2023 | | IVOL | 134,910 | $2,790 | 12/31/2023 | | HighTower Advisors LLC | 130,794 | $2,702 | 12/31/2023 | | IVOL | 130,794 | $2,702 | 12/31/2023 | | Opes Wealth Management LLC | 121,138 | $2,505 | 12/31/2023 | | IVOL | 121,138 | $2,505 | 12/31/2023 | | Laidlaw Wealth Management LLC | 101,870 | $2,107 | 12/31/2023 | | IVOL | 101,870 | $2,107 | 12/31/2023 | | Centaurus Financial Inc. | 100,796 | $2,084 | 12/31/2023 | | IVOL | 100,796 | $2,084 | 12/31/2023 | | Regal Investment Advisors LLC | 97,294 | $2,012 | 12/31/2023 | | IVOL | 97,294 | $2,012 | 12/31/2023 | | Chicago Partners Investment Group LLC | 107,409 | $1,992 | 03/31/2024 | | IVOL | 107,409 | $1,992 | 03/31/2024 | | Stifel Financial Corp | 85,267 | $1,763 | 12/31/2023 | | IVOL | 85,267 | $1,763 | 12/31/2023 | | Cetera Investment Advisers | 84,676 | $1,751 | 12/31/2023 | | IVOL | 84,676 | $1,751 | 12/31/2023 | | Commonwealth Equity Services LLC | 78,430 | $1,485 | 03/31/2024 | | IVOL | 78,430 | $1,485 | 03/31/2024 | | Gratus Capital LLC | 70,000 | $1,448 | 12/31/2023 | | IVOL | 70,000 | $1,448 | 12/31/2023 | | Transcend Wealth Collective LLC | 67,593 | $1,398 | 12/31/2023 | | IVOL | 67,593 | $1,398 | 12/31/2023 | | Executive Wealth Management LLC | 67,108 | $1,388 | 12/31/2023 | | IVOL | 67,108 | $1,388 | 12/31/2023 | | IFP Advisors Inc | 66,434 | $1,374 | 12/31/2023 | | IVOL | 66,434 | $1,374 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 65,422 | $1,239 | 03/31/2024 | | IVOL | 65,422 | $1,239 | 03/31/2024 | | Renaissance Technologies LLC | 50,643 | $1,047 | 12/31/2023 | | IVOL | 50,643 | $1,047 | 12/31/2023 | | One One Wealth Management LLC | 54,274 | $1,027 | 03/31/2024 | | IVOL | 54,274 | $1,027 | 03/31/2024 | | Mraz Amerine & Associates Inc. | 47,140 | $975 | 12/31/2023 | | IVOL | 47,140 | $975 | 12/31/2023 | | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 45,658 | $944 | 12/31/2023 | | IVOL | 45,658 | $944 | 12/31/2023 | | Fifth Third Bancorp | 46,198 | $875 | 03/31/2024 | | IVOL | 46,198 | $875 | 03/31/2024 | | Janney Montgomery Scott LLC | 40,216 | $832 | 12/31/2023 | | IVOL | 40,216 | $832 | 12/31/2023 | | Natixis Advisors L.P. | 40,241 | $762 | 03/31/2024 | | IVOL | 40,241 | $762 | 03/31/2024 | | Savant Capital LLC | 36,399 | $753 | 12/31/2023 | | IVOL | 36,399 | $753 | 12/31/2023 |  Citadel Advisors LLC | | $714 | 12/31/2023 | | IVOL | 35,116 | $726 | 12/31/2023 | | Put | 6,500 | $134 | 12/31/2023 | | Call | 5,900 | $122 | 12/31/2023 | | Bank of New York Mellon Corp | 35,561 | $673 | 03/31/2024 | | IVOL | 35,561 | $673 | 03/31/2024 | | Magnus Financial Group LLC | 30,612 | $633 | 12/31/2023 | | IVOL | 30,612 | $633 | 12/31/2023 | | Hilltop Holdings Inc. | 30,384 | $628 | 12/31/2023 | | IVOL | 30,384 | $628 | 12/31/2023 | | Summit Trail Advisors LLC | 32,448 | $614 | 03/31/2024 | | IVOL | 32,448 | $614 | 03/31/2024 | | Integrated Wealth Concepts LLC | 27,834 | $576 | 12/31/2023 | | IVOL | 27,834 | $576 | 12/31/2023 | | Oppenheimer & Co. Inc. | 23,322 | $482 | 12/31/2023 | | IVOL | 23,322 | $482 | 12/31/2023 | | Avantax Advisory Services Inc. | 23,073 | $477 | 12/31/2023 | | IVOL | 23,073 | $477 | 12/31/2023 | | Cary Street Partners Asset Management LLC | 24,308 | $460 | 03/31/2024 | | IVOL | 24,308 | $460 | 03/31/2024 | | Almanack Investment Partners LLC. | 21,811 | $451 | 12/31/2023 | | IVOL | 21,811 | $451 | 12/31/2023 | | LexAurum Advisors LLC | 23,550 | $446 | 03/31/2024 | | IVOL | 23,550 | $446 | 03/31/2024 | | AE Wealth Management LLC | 20,999 | $428 | 12/31/2023 | | IVOL | 20,999 | $428 | 12/31/2023 | | Fortis Group Advisors LLC | 17,953 | $408 | 12/31/2023 | | IVOL | 17,953 | $408 | 12/31/2023 | | Comerica Bank | 18,554 | $384 | 12/31/2023 | | IVOL | 18,554 | $384 | 12/31/2023 | | Ehrlich Financial Group | 19,890 | $377 | 03/31/2024 | | IVOL | 19,890 | $377 | 03/31/2024 | | Patron Partners Advisors LLC | 17,530 | $363 | 12/31/2023 | | IVOL | 17,530 | $363 | 12/31/2023 | | MML Investors Services LLC | 15,748 | $326 | 12/31/2023 | | IVOL | 15,748 | $326 | 12/31/2023 | | TrinityPoint Wealth LLC | 14,561 | $301 | 12/31/2023 | | IVOL | 14,561 | $301 | 12/31/2023 | | Cumberland Partners Ltd | 14,501 | $298 | 12/31/2023 | | IVOL | 14,501 | $298 | 12/31/2023 | | Poehling Capital Management LLC | 14,319 | $296 | 12/31/2023 | | IVOL | 14,319 | $296 | 12/31/2023 | | Fisher Asset Management LLC | 13,348 | $276 | 12/31/2023 | | IVOL | 13,348 | $276 | 12/31/2023 | | Imprint Wealth LLC | 13,279 | $275 | 12/31/2023 | | IVOL | 13,279 | $275 | 12/31/2023 | | Venturi Wealth Management LLC | 14,269 | $270 | 03/31/2024 | | IVOL | 14,269 | $270 | 03/31/2024 | | Kestra Advisory Services LLC | 12,822 | $265 | 12/31/2023 | | IVOL | 12,822 | $265 | 12/31/2023 | | Belpointe Asset Management LLC | 12,576 | $260 | 12/31/2023 | | IVOL | 12,576 | $260 | 12/31/2023 | | Colony Group LLC | 12,006 | $248 | 12/31/2023 | | IVOL | 12,006 | $248 | 12/31/2023 | | CI Private Wealth LLC | 11,951 | $247 | 12/31/2023 | | IVOL | 11,951 | $247 | 12/31/2023 | | OLD Mission Capital LLC | 11,828 | $245 | 12/31/2023 | | IVOL | 11,828 | $245 | 12/31/2023 | | KMG Fiduciary Partners LLC | 12,910 | $244 | 03/31/2024 | | IVOL | 12,910 | $244 | 03/31/2024 | | WealthPlan Investment Management LLC | 11,769 | $243 | 12/31/2023 | | IVOL | 11,769 | $243 | 12/31/2023 | | Vertex Planning Partners LLC | 10,604 | $219 | 12/31/2023 | | IVOL | 10,604 | $219 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 10,523 | $218 | 12/31/2023 | | IVOL | 10,523 | $218 | 12/31/2023 | | Ancora Advisors LLC | 10,000 | $207 | 12/31/2023 | | IVOL | 10,000 | $207 | 12/31/2023 | | ASB Consultores LLC | 9,776 | $202 | 12/31/2023 | | IVOL | 9,776 | $202 | 12/31/2023 | | SlateStone Wealth LLC | 10,363 | $196 | 03/31/2024 | | IVOL | 10,363 | $196 | 03/31/2024 | | Islay Capital Management LLC | 9,100 | $188 | 12/31/2023 | | IVOL | 9,100 | $188 | 12/31/2023 | | EPG Wealth Management LLC | 8,419 | $165 | 12/31/2023 | | IVOL | 8,419 | $165 | 12/31/2023 | | Lowe Wealth Advisors LLC | 8,200 | $155 | 03/31/2024 | | IVOL | 8,200 | $155 | 03/31/2024 | | UBS Group AG | 7,503 | $155 | 12/31/2023 | | IVOL | 7,503 | $155 | 12/31/2023 | | Blair William & Co. IL | 6,471 | $134 | 12/31/2023 | | IVOL | 6,471 | $134 | 12/31/2023 | | Focused Wealth Management Inc | 4,149 | $86 | 12/31/2023 | | IVOL | 4,149 | $86 | 12/31/2023 | | Qube Research & Technologies Ltd | 3,571 | $74 | 12/31/2023 | | IVOL | 3,571 | $74 | 12/31/2023 | | Coastal Investment Advisors Inc. | 3,858 | $73 | 03/31/2024 | | IVOL | 3,858 | $73 | 03/31/2024 | | Operose Advisors LLC | 3,500 | $72 | 12/31/2023 | | IVOL | 3,500 | $72 | 12/31/2023 | | Capital Investment Advisory Services LLC | 3,570 | $68 | 03/31/2024 | | IVOL | 3,570 | $68 | 03/31/2024 | | Northwestern Mutual Wealth Management Co. | 2,950 | $61 | 12/31/2023 | | IVOL | 2,950 | $61 | 12/31/2023 | | TD Waterhouse Canada Inc. | 2,450 | $50 | 12/31/2023 | | IVOL | 2,450 | $50 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 2,211 | $42 | 03/31/2024 | | IVOL | 2,211 | $42 | 03/31/2024 | | TCTC Holdings LLC | 1,624 | $34 | 12/31/2023 | | IVOL | 1,624 | $34 | 12/31/2023 | | Bank of Montreal Can | 1,500 | $31 | 12/31/2023 | | IVOL | 1,500 | $31 | 12/31/2023 | | Ronald Blue Trust Inc. | 1,474 | $30 | 12/31/2023 | | IVOL | 1,474 | $30 | 12/31/2023 | | Newbridge Financial Services Group Inc. | 1,474 | $28 | 03/31/2024 | | IVOL | 1,474 | $28 | 03/31/2024 | | Larson Financial Group LLC | 1,221 | $25 | 12/31/2023 | | IVOL | 1,221 | $25 | 12/31/2023 | | Beacon Capital Management LLC | 1,221 | $25 | 12/31/2023 | | IVOL | 1,221 | $25 | 12/31/2023 | | Advisory Services Network LLC | 1,144 | $24 | 12/31/2023 | | IVOL | 1,144 | $24 | 12/31/2023 | | Tompkins Financial Corp | 1,130 | $21 | 03/31/2024 | | IVOL | 1,130 | $21 | 03/31/2024 | | West Branch Capital LLC | 920 | $17 | 03/31/2024 | | IVOL | 920 | $17 | 03/31/2024 | | GWM Advisors LLC | 760 | $16 | 12/31/2023 | | IVOL | 760 | $16 | 12/31/2023 | | Belmont Capital LLC | 735 | $15 | 12/31/2023 | | IVOL | 735 | $15 | 12/31/2023 | | Investors Research Corp | 642 | $13 | 12/31/2023 | | IVOL | 642 | $13 | 12/31/2023 | | Glassman Wealth Services | 500 | $10 | 12/31/2023 | | IVOL | 500 | $10 | 12/31/2023 | | CWM LLC | 436 | $8 | 03/31/2024 | | IVOL | 436 | $8 | 03/31/2024 | | Geneos Wealth Management Inc. | 378 | $8 | 12/31/2023 | | IVOL | 378 | $8 | 12/31/2023 | | Tucker Asset Management LLC | 385 | $8 | 12/31/2023 | | IVOL | 385 | $8 | 12/31/2023 | | Citigroup Inc. | 289 | $6 | 12/31/2023 | | IVOL | 289 | $6 | 12/31/2023 | | Mather Group LLC. | 183 | $4 | 03/31/2024 | | IVOL | 183 | $4 | 03/31/2024 | | Financial Freedom LLC | 224 | $4 | 03/31/2024 | | IVOL | 224 | $4 | 03/31/2024 | | Bessemer Group Inc. | 171 | $4 | 12/31/2023 | | IVOL | 171 | $4 | 12/31/2023 | | Bbjs Financial Advisors LLC | 203 | $4 | 12/31/2023 | | IVOL | 203 | $4 | 12/31/2023 | | SYSTM Wealth Solutions LLC | 171 | $3 | 03/31/2024 | | IVOL | 171 | $3 | 03/31/2024 | | NBC Securities Inc. | 84 | $2 | 03/31/2024 | | IVOL | 84 | $2 | 03/31/2024 | | Creative Financial Designs Inc. ADV | 100 | $2 | 12/31/2023 | | IVOL | 100 | $2 | 12/31/2023 | | Signaturefd LLC | 101 | $2 | 12/31/2023 | | IVOL | 101 | $2 | 12/31/2023 | | Castleview Partners LLC | 96 | $2 | 12/31/2023 | | IVOL | 96 | $2 | 12/31/2023 | | Caldwell Sutter Capital Inc. | 59 | $1 | 03/31/2024 | | IVOL | 59 | $1 | 03/31/2024 | | JJJ Advisors Inc. | 53 | $1 | 03/31/2024 | | IVOL | 53 | $1 | 03/31/2024 | | Global Retirement Partners LLC | 30 | $1 | 03/31/2024 | | IVOL | 30 | $1 | 03/31/2024 | | Principal Securities Inc. | 45 | $1 | 12/31/2023 | | IVOL | 45 | $1 | 12/31/2023 | | BNP Paribas Arbitrage SA | 35 | $1 | 12/31/2023 | | IVOL | 35 | $1 | 12/31/2023 | | Oliver Lagore Vanvalin Investment Group | 70 | $1 | 12/31/2023 | | IVOL | 70 | $1 | 12/31/2023 | | Allworth Financial LP | 0 | $0 | 03/31/2024 | | IVOL | 0 | $0 | 03/31/2024 | | Sugarloaf Wealth Management LLC | 10 | $0 | 03/31/2024 | | IVOL | 10 | $0 | 03/31/2024 | | FMR LLC | 1 | $0 | 12/31/2023 | | IVOL | 1 | $0 | 12/31/2023 | | The PNC Financial Services Group Inc. | 0 | $0 | 12/31/2023 | | IVOL | 0 | $0 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | IVOL | 0 | $0 | 12/31/2023 | | Tower Research Capital LLC TRC | 16 | $0 | 12/31/2023 | | IVOL | 16 | $0 | 12/31/2023 | | SRS Capital Advisors Inc. | 9 | $0 | 12/31/2023 | | IVOL | 9 | $0 | 12/31/2023 | | Bare Financial Services Inc | 0 | $0 | 12/31/2023 | | IVOL | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IVOL
See Details: Top 10 Hedge Funds Holding IVOL
Also See: IVOL Holdings Changes
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