AMPLIFY CWP INTL ENH DVD INC IDVO
$41.79
+1.0% 52w: $31.23 – $43.00
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data31.2337.1143.00
Jun 20, 2025 Jul 2, 2026
Institutional holders
110
+45 QoQ
13F value
$380.6M
+53.5% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
puts only
— calls / $441K puts
Institutional value by quarter
Number of holders
Who owns IDVO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.0M | $81.2M | 0.0% | +47.9% |
| Janney Montgomery Scott LLC | Diversified mechanical | 839.0K | $34.0M | 0.1% | +8.7% |
| LPL Financial LLC | Bank broker | 781.8K | $31.6M | 0.0% | +71.0% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 626.5K | $25.4M | 0.5% | -13.5% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 495.4K | $20.0M | 0.1% | -4.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 493.9K | $20.0M | 0.0% | +43.9% |
| Principle Wealth Partners LLC | Other | 421.3K | $17.1M | 1.0% | +242.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 408.6K | $16.5M | 0.0% | +48.9% |
| UBS Group AG | Bank broker | 337.9K | $13.7M | 0.0% | +16.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 214.8K | $8.7M | 0.0% | +237.5% |
| Elmwood Wealth Management, Inc. | Wealth advisor | 201.5K | $8.2M | 2.3% | +19.0% |
| EverSource Wealth Advisors, LLC | Wealth advisor | 155.8K | $6.3M | 0.2% | +278.0% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 137.8K | $5.6M | 0.0% | +22.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 136.2K | $5.5M | 0.0% | +12.6% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 130.8K | $5.3M | 0.0% | +10.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 114.6K | $4.6M | 0.0% | +3.6% |
| Atlas Wealth LLC | Other | 110.7K | $4.5M | 1.3% | New |
| IAM Advisory, LLC | Wealth advisor | 99.5K | $4.0M | 0.9% | New |
| ROYAL BANK OF CANADA | Bank broker | 98.5K | $4.0M | 0.0% | +43.9% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | Other | 90.0K | $3.6M | 2.0% | -3.0% |
| Visionary Wealth Advisors | Wealth advisor | 80.7K | $3.3M | 0.1% | +10.5% |
| CITADEL ADVISORS LLC | Multistrat pod | 74.9K | $3.0M | 0.0% | New |
| Proficio Capital Partners LLC | Wealth advisor | 63.2K | $2.6M | 0.1% | +124.5% |
| URS Advisory LLC | Wealth advisor | 62.1K | $2.5M | 1.8% | New |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 58.6K | $2.4M | 0.0% | New |
| TBH Global Asset Management, LLC | Other | 58.5K | $2.4M | 0.5% | New |
| Retirement Planning Group, LLC | Wealth advisor | 56.4K | $2.3M | 0.1% | New |
| OLD MISSION CAPITAL LLC | Wealth advisor | 54.0K | $2.2M | 0.1% | New |
| Financial Insights, Inc. | Wealth advisor | 50.7K | $2.1M | 0.7% | +27.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 48.8K | $2.0M | 0.0% | New |
| Baird Financial Group, Inc. | Diversified mechanical | 46.8K | $1.9M | 0.0% | New |
| CAP Partners, LLC | Wealth advisor | 45.4K | $1.8M | 1.0% | +1.8% |
| JANE STREET GROUP, LLC | Market maker | 43.5K | $1.8M | 0.0% | -7.1% |
| Pasadena Private Wealth, LLC | Wealth advisor | 42.2K | $1.7M | 0.2% | +30.9% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 42.2K | $1.7M | 0.1% | -3.0% |
| NewEdge Advisors, LLC | Diversified mechanical | 38.3K | $1.6M | 0.0% | +30.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 37.8K | $1.5M | 0.0% | -26.6% |
| Northwest Financial Advisors | Wealth advisor | 36.8K | $1.5M | 2.9% | +15.7% |
| Snowden Capital Advisors LLC | Diversified mechanical | 32.7K | $1.3M | 0.0% | +75.9% |
| WEST MICHIGAN ADVISORS, LLC | Other | 30.9K | $1.3M | 0.3% | +31.9% |
| Carr Financial Group Corp | Wealth advisor | 27.7K | $1.1M | 0.3% | +191.6% |
| Bright Futures Wealth Management, LLC. | Wealth advisor | 27.4K | $1.1M | 0.8% | New |
| Farther Finance Advisors, LLC | Wealth advisor | 24.9K | $1.0M | 0.0% | +8.9% |
| Savvy Advisors, Inc. | Wealth advisor | 25.1K | $1.0M | 0.0% | +51.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 25.3K | $995K | 0.0% | +1076.1% |
| JOHNSON INVESTMENT COUNSEL INC | Other | 23.0K | $931K | 0.0% | New |
| Private Advisor Group, LLC | Wealth advisor | 21.0K | $850K | 0.0% | New |
| Hilltop Holdings Inc. | Other | 20.6K | $835K | 0.1% | New |
| Goldstone Financial Group, LLC | Wealth advisor | 20.5K | $831K | 0.1% | -5.5% |
| Karras Company, Inc. | Other | 19.6K | $794K | 0.8% | +13.8% |
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.