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There is a long list of 269 institutional holders of IVOO within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of IVOO by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IVOO table below,
the initial column indicates the name of each top institutional holder of IVOO, with a link to that fund's top holdings. The next columns
indicate the amount of IVOO stock held by each of the institutional holders of IVOO, followed by the IVOO position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Bank of America Corp DE | 1,299,749 | $137,124 | 12/31/2024 | | IVOO | 1,299,749 | $137,124 | 12/31/2024 | | Morgan Stanley | 1,024,565 | $108,092 | 12/31/2024 | | IVOO | 1,024,565 | $108,092 | 12/31/2024 | | UBS Group AG | 854,799 | $84,369 | 03/31/2025 | | IVOO | 854,799 | $84,369 | 03/31/2025 | | Goldman Sachs Group Inc. | 853,272 | $84,218 | 03/31/2025 | | IVOO | 853,272 | $84,218 | 03/31/2025 | | Lockheed Martin Investment Management Co. | 750,000 | $74,025 | 03/31/2025 | | IVOO | 750,000 | $74,025 | 03/31/2025 | | Northwestern Mutual Wealth Management Co. | 458,632 | $48,386 | 12/31/2024 | | IVOO | 458,632 | $48,386 | 12/31/2024 | | Hantz Financial Services Inc. | 380,759 | $37,581 | 03/31/2025 | | IVOO | 380,759 | $37,581 | 03/31/2025 | | Raymond James Financial Inc. | 308,127 | $30,412 | 03/31/2025 | | IVOO | 308,127 | $30,412 | 03/31/2025 | | Mountain Capital Investment Advisors Inc | 303,747 | $29,217 | 03/31/2025 | | IVOO | 303,747 | $29,217 | 03/31/2025 | | LPL Financial LLC | 292,247 | $28,845 | 03/31/2025 | | IVOO | 292,247 | $28,845 | 03/31/2025 | | Envestnet Asset Management Inc. | 252,047 | $24,877 | 03/31/2025 | | IVOO | 252,047 | $24,877 | 03/31/2025 | | Wells Fargo & Company MN | 239,380 | $23,627 | 03/31/2025 | | IVOO | 239,380 | $23,627 | 03/31/2025 | | JPMorgan Chase & Co. | 201,158 | $19,854 | 03/31/2025 | | IVOO | 201,158 | $19,854 | 03/31/2025 | | Francis Financial Inc. | 191,464 | $18,898 | 03/31/2025 | | IVOO | 191,464 | $18,898 | 03/31/2025 | | Ameriprise Financial Inc. | 187,637 | $18,559 | 03/31/2025 | | IVOO | 187,637 | $18,559 | 03/31/2025 | | Royal Bank of Canada | 169,847 | $17,918 | 12/31/2024 | | IVOO | 169,847 | $17,918 | 12/31/2024 | | Allworth Financial LP | 162,315 | $15,613 | 03/31/2025 | | IVOO | 162,315 | $15,613 | 03/31/2025 | | Commonwealth Equity Services LLC | 149,666 | $14,772 | 03/31/2025 | | IVOO | 149,666 | $14,772 | 03/31/2025 | | WNY Asset Management LLC | 137,796 | $13,600 | 03/31/2025 | | IVOO | 137,796 | $13,600 | 03/31/2025 | | OLD National Bancorp IN | 132,189 | $13,047 | 03/31/2025 | | IVOO | 132,189 | $13,047 | 03/31/2025 | | Cetera Investment Advisers | 112,955 | $11,149 | 03/31/2025 | | IVOO | 112,955 | $11,149 | 03/31/2025 | | D.A. Davidson & CO. | 111,961 | $11,051 | 03/31/2025 | | IVOO | 111,961 | $11,051 | 03/31/2025 | | Savant Capital LLC | 107,910 | $10,651 | 03/31/2025 | | IVOO | 107,910 | $10,651 | 03/31/2025 | | Evergreen Capital Management LLC | 100,718 | $10,626 | 12/31/2024 | | IVOO | 100,718 | $10,626 | 12/31/2024 | | Advisor Group Holdings Inc. | 106,743 | $10,542 | 03/31/2025 | | IVOO | 106,743 | $10,542 | 03/31/2025 | | Coign Capital Advisors LLC | 103,959 | $10,261 | 03/31/2025 | | IVOO | 103,959 | $10,261 | 03/31/2025 | | Cambridge Investment Research Advisors Inc. | 102,430 | $10,110 | 03/31/2025 | | IVOO | 102,430 | $10,110 | 03/31/2025 | | Pathstone Holdings LLC | 87,973 | $9,282 | 12/31/2024 | | IVOO | 87,973 | $9,282 | 12/31/2024 | | Sentinel Trust Co. LBA | 86,100 | $8,498 | 03/31/2025 | | IVOO | 86,100 | $8,498 | 03/31/2025 | | Lebenthal Global Advisors LLC | 77,180 | $8,143 | 12/31/2024 | | IVOO | 77,180 | $8,143 | 12/31/2024 | | Soltis Investment Advisors LLC | 78,450 | $7,743 | 03/31/2025 | | IVOO | 78,450 | $7,743 | 03/31/2025 | | Bryant Woods Investment Advisors LLC | 77,735 | $7,673 | 03/31/2025 | | IVOO | 77,735 | $7,673 | 03/31/2025 | | Raelipskie Partnership | 70,562 | $7,444 | 12/31/2024 | | IVOO | 70,562 | $7,444 | 12/31/2024 | | Stifel Financial Corp | 67,512 | $6,663 | 03/31/2025 | | IVOO | 67,512 | $6,663 | 03/31/2025 | | Rockefeller Capital Management L.P. | 58,284 | $6,149 | 12/31/2024 | | IVOO | 58,284 | $6,149 | 12/31/2024 | | Asset Planning Corporation | 60,290 | $5,951 | 03/31/2025 | | IVOO | 60,290 | $5,951 | 03/31/2025 | | Cerity Partners LLC | 60,272 | $5,949 | 03/31/2025 | | IVOO | 60,272 | $5,949 | 03/31/2025 | | Texas Capital Bank Wealth Management Services Inc. | 59,737 | $5,896 | 03/31/2025 | | IVOO | 59,737 | $5,896 | 03/31/2025 | | Janney Montgomery Scott LLC | 58,253 | $5,750 | 03/31/2025 | | IVOO | 58,253 | $5,750 | 03/31/2025 | | Virtu Financial LLC | 56,952 | $5,621 | 03/31/2025 | | IVOO | 56,952 | $5,621 | 03/31/2025 | | Harbor Advisory Corp MA | 49,537 | $4,889 | 03/31/2025 | | IVOO | 49,537 | $4,889 | 03/31/2025 | | Private Advisor Group LLC | 43,846 | $4,328 | 03/31/2025 | | IVOO | 43,846 | $4,328 | 03/31/2025 | | EP Wealth Advisors LLC | 38,946 | $4,109 | 12/31/2024 | | IVOO | 38,946 | $4,109 | 12/31/2024 | | Harbour Investments Inc. | 39,688 | $3,917 | 03/31/2025 | | IVOO | 39,688 | $3,917 | 03/31/2025 | | Phillips Financial Management LLC | 39,595 | $3,908 | 03/31/2025 | | IVOO | 39,595 | $3,908 | 03/31/2025 | | Mariner LLC | 36,937 | $3,897 | 12/31/2024 | | IVOO | 36,937 | $3,897 | 12/31/2024 | | Checchi Capital Advisers LLC | 38,190 | $3,769 | 03/31/2025 | | IVOO | 38,190 | $3,769 | 03/31/2025 | | Legacy Solutions LLC | 37,184 | $3,670 | 03/31/2025 | | IVOO | 37,184 | $3,670 | 03/31/2025 | | Atlas Legacy Advisors LLC | 35,572 | $3,615 | 03/31/2025 | | IVOO | 35,572 | $3,615 | 03/31/2025 | | Phoenix Holdings Ltd. | 36,252 | $3,578 | 03/31/2025 | | IVOO | 36,252 | $3,578 | 03/31/2025 |
See All: Funds Holding IVOO
See Details: Top 10 Hedge Funds Holding IVOO
Also See: IVOO Holdings Changes
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