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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
9 top institutions tracked
Last 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
106 filers reported a long position in IDLV for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Bank of New York Mellon Corp | $52.7M | 1.5M | +1% |
| Creative Planning | $21.4M | 621.2K | -0.8% |
| Whitaker-Myers Wealth Managers, LTD. | $17.6M | 511.1K | +12.5% |
| SEI INVESTMENTS CO | $16.5M | 478K | -3.6% |
| ROYAL BANK OF CANADA | $13.1M | 378.9K | +8.3% |
| RAYMOND JAMES FINANCIAL INC | $11.1M | 320.6K | +2.6% |
| OneDigital Investment Advisors LLC | $10.7M | 308.9K | New |
| BANK OF AMERICA CORP /DE/ | $7.6M | 221K | +65.4% |
| AMERIPRISE FINANCIAL INC | $7.6M | 220.5K | -46.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.6M | 220K | -20.2% |
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