INVESCO S&P INTERNATIONAL DE IDLV
$34.71
+1.3% 52w: $30.69 – $36.04
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data30.6933.3636.04
Jun 20, 2025 Jul 2, 2026
Institutional holders
105
+6 QoQ
13F value
$269.4M
+12.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IDLV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | Diversified mechanical | 1.5M | $52.1M | 0.0% | +46.9% |
| Creative Planning | Wealth advisor | 626.4K | $21.6M | 0.0% | -0.9% |
| SEI INVESTMENTS CO | Diversified mechanical | 495.9K | $17.1M | 0.0% | -3.6% |
| Whitaker-Myers Wealth Managers, LTD. | Wealth advisor | 454.4K | $15.7M | 3.1% | +7.1% |
| MORGAN STANLEY | Bank broker | 430.9K | $14.8M | 0.0% | +18.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 408.9K | $14.1M | 0.0% | +3822.5% |
| ROYAL BANK OF CANADA | Bank broker | 349.9K | $12.1M | 0.0% | -11.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 312.4K | $10.8M | 0.0% | +1.2% |
| PFG Advisors | Wealth advisor | 311.1K | $10.7M | 0.5% | +6.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 275.7K | $9.5M | 0.0% | +281.9% |
| LPL Financial LLC | Bank broker | 274.5K | $9.5M | 0.0% | +11.5% |
| Heck Capital Advisors, LLC | Wealth advisor | 209.9K | $7.2M | 0.5% | -1.4% |
| Bell Investment Advisors, Inc | Wealth advisor | 202.9K | $7.0M | 1.1% | +4.6% |
| Johnson & White Wealth Management, LLC | Wealth advisor | 167.6K | $5.8M | 2.4% | -1.7% |
| UMB Bank, n.a. | Diversified mechanical | 137.2K | $4.7M | 0.1% | -44.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 133.7K | $4.6M | 0.0% | +11.9% |
| IEQ CAPITAL, LLC | Diversified mechanical | 124.8K | $4.3M | 0.0% | +4.0% |
| Armbruster Capital Management, Inc. | Wealth advisor | 101.2K | $3.5M | 0.6% | -3.1% |
| UBS Group AG | Bank broker | 92.1K | $3.2M | 0.0% | +9.2% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 89.2K | $3.1M | 0.0% | +4.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 86.8K | $3.0M | 0.0% | +4.8% |
| Cetera Investment Advisers | Wealth advisor | 77.1K | $2.7M | 0.0% | -17.0% |
| CFG Wealth Management Services, Inc. | Wealth advisor | 63.9K | $2.2M | 2.0% | +0.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 60.3K | $2.1M | 0.0% | -22.4% |
| Lunt Capital Management, Inc. | Wealth advisor | 50.1K | $1.7M | 0.7% | New |
| Decker Retirement Planning Inc. | Wealth advisor | 42.5K | $1.5M | 0.7% | +4.3% |
| &PARTNERS | Diversified mechanical | 41.4K | $1.4M | 0.0% | +10.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 37.0K | $1.3M | 0.0% | +3.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 36.6K | $1.3M | 0.0% | -76.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 34.1K | $1.2M | 0.0% | +1.6% |
| Merit Financial Group, LLC | Wealth advisor | 32.7K | $1.1M | 0.0% | -1.3% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 32.6K | $1.1M | 0.0% | +13.7% |
| HRT FINANCIAL LP | Diversified mechanical | 31.1K | $1.1M | 0.0% | +208.7% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 25.2K | $868K | 0.0% | -79.2% |
| FMR LLC | Long only active | 25.1K | $864K | 0.0% | -0.3% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 24.2K | $834K | 0.0% | -7.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 22.4K | $771K | 0.0% | -22.1% |
| WealthBridge Capital Management, LLC | Wealth advisor | 21.2K | $731K | 0.2% | +34.0% |
| Betterment LLC | Wealth advisor | 20.1K | $692K | 0.0% | +73.7% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 19.1K | $659K | 0.0% | +237.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 18.7K | $644K | 0.0% | +13.4% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 16.8K | $580K | 0.0% | +5.7% |
| Prospera Financial Services Inc | Diversified mechanical | 16.1K | $554K | 0.0% | +2.8% |
| Richmond Investment Services, LLC | Wealth advisor | 15.6K | $537K | 0.1% | +1.7% |
| JANE STREET GROUP, LLC | Market maker | 15.1K | $519K | 0.0% | -86.0% |
| McNaughton Wealth Management, LLC | Wealth advisor | 13.6K | $469K | 0.2% | Held |
| HIGHLINE WEALTH PARTNERS LLC | Wealth advisor | 13.0K | $447K | 0.1% | New |
| BROWN WEALTH MANAGEMENT, LLC | Wealth advisor | 12.4K | $428K | 0.1% | 0.0% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 12.2K | $422K | 0.0% | -3.7% |
| ACCREDITED INVESTOR SERVICES, LLC | Wealth advisor | 12.1K | $416K | 0.3% | -2.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.