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Institutions Holding IVE (1693 holders)

1693 institutions currently hold IVE, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
ENVESTNET ASSET MANAGEMENT INC$5.9B1.57%
JPMORGAN CHASE & CO$3.6B0.23%
MORGAN STANLEY$3.2B0.19%
LPL Financial LLC$2.2B0.59%
BANK OF AMERICA CORP /DE/$2.0B0.15%
WELLS FARGO & COMPANY/MN$1.3B0.25%
UBS Group AG$769.3M0.12%
Cetera Investment Advisers$695.8M0.74%
STIFEL FINANCIAL CORP$688.6M0.63%
AMERIPRISE FINANCIAL INC$638.0M0.15%
BlackRock, Inc.$547.7M0.01%
CWM, LLC$542.0M1.42%
PNC FINANCIAL SERVICES GROUP, INC.$479.5M0.28%
PARK AVENUE SECURITIES LLC$464.4M3.63%
Envestnet Portfolio Solutions, Inc.$453.7M2.51%
Lido Advisors, LLC$410.5M1.26%
MML INVESTORS SERVICES, LLC$363.4M1.01%
RAYMOND JAMES FINANCIAL INC$342.3M0.11%
GOLDMAN SACHS GROUP INC$299.0M0.03%
ROYAL BANK OF CANADA$294.9M0.05%
Janney Montgomery Scott LLC$284.9M0.71%
Focus Partners Wealth$259.6M0.29%
Cassaday & Co Wealth Management LLC$252.9M5.39%
Bank of New York Mellon Corp$240.3M0.04%
Mariner, LLC$237.8M0.28%
Foundations Investment Advisors, LLC$234.7M2.91%
COMMONWEALTH EQUITY SERVICES, LLC$219.4M0.31%
MAI Capital Management$212.8M1.20%
SOFI WEALTH, LLC$206.9M9.97%
OneDigital Investment Advisors LLC$203.9M1.99%
Sanctuary Advisors, LLC$190.5M1.03%
FMR LLC$172.8M0.01%
JB Capital LLC$170.7M6.89%
M&T Bank Corp$166.0M0.57%
Rehmann Capital Advisory Group$151.3M7.88%
OSAIC HOLDINGS, INC.$145.1M0.21%
HighTower Advisors, LLC$140.1M0.15%
UNITED CAPITAL FINANCIAL ADVISORS, LLC$139.5M0.86%
Calamos Advisors LLC$130.7M0.46%
Calamos Wealth Management LLC$125.9M4.33%
JONES FINANCIAL COMPANIES LLLP$121.6M0.06%
LVZ, Inc.$120.9M13.80%
TRUIST FINANCIAL CORP$118.1M0.16%
FIFTH THIRD BANCORP$117.7M0.22%
Cambridge Investment Research Advisors, Inc.$114.1M0.29%
Kestra Investment Management, LLC$109.9M1.90%
Cerity Partners LLC$109.3M0.15%
HUNTINGTON NATIONAL BANK$108.6M0.60%
Advocacy Wealth Management, LLC$107.8M4.77%
MANUFACTURERS LIFE INSURANCE COMPANY, THE$92.7M0.08%
Rockefeller Capital Management L.P.$90.0M0.16%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$88.3M1.29%
Ascent Group, LLC$84.2M2.91%
Kestra Advisory Services, LLC$81.6M0.31%
HOME FEDERAL BANK OF TENNESSEE$81.4M20.35%
AE Wealth Management LLC$78.5M0.42%
MONETA GROUP INVESTMENT ADVISORS LLC$78.3M0.59%
Betterment LLC$75.5M0.14%
Thrivent Financial for Lutherans$70.4M0.13%
LPWM LLC$70.1M17.68%
Atria Investments, Inc$65.4M0.73%
Private Advisor Group, LLC$64.0M0.30%
CreativeOne Wealth, LLC$62.9M1.46%
Probity Advisors, Inc.$62.7M9.94%
COURIER CAPITAL LLC$62.3M3.48%
BANK OF MONTREAL /CAN/$61.7M0.02%
Equitable Holdings, Inc.$61.1M0.40%
Icon Wealth Advisors, LLC$60.8M3.95%
Modern Wealth Management, LLC$60.6M1.04%
Valmark Advisers, Inc.$59.8M0.71%
HARBOUR INVESTMENTS, INC.$59.7M0.92%
Composition Wealth, LLC$58.5M0.80%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$58.2M0.04%
AMARILLO NATIONAL BANK$56.1M9.90%
Triad Wealth Partners, LLC$55.0M4.36%
Baird Financial Group, Inc.$54.0M0.08%
EVOKE WEALTH, LLC$52.3M0.94%
West Wealth Group, LLC$51.8M10.24%
Strategic Point Investment Advisors, LLC$51.7M7.52%
REGIONS FINANCIAL CORP$50.6M0.33%
World Investment Advisors$50.4M0.81%
BARCLAYS PLC$48.7M0.01%
Financial Engines Advisors L.L.C.$48.1M0.10%
Waverly Advisors, LLC$46.0M0.34%
Baker Avenue Asset Management, LP$46.0M1.04%
MGO ONE SEVEN LLC$45.9M0.92%
GREENUP STREET WEALTH MANAGEMENT LLC$44.2M6.22%
CX Institutional$44.1M1.35%
Perigon Wealth Management, LLC$42.3M0.77%
&PARTNERS$42.3M0.21%
SMITH, MOORE & CO.$42.0M3.05%
US BANCORP \DE\$41.5M0.05%
Mesirow Financial Investment Management, Inc.$41.0M0.66%
North Star Investment Management Corp.$41.0M2.48%
KEYBANK NATIONAL ASSOCIATION/OH$40.8M0.15%
Sharkey, Howes & Javer$39.6M5.34%
NORTHERN TRUST CORP$39.5M0.01%
Salomon & Ludwin, LLC$39.4M3.52%
Creative Planning$38.8M0.03%
Foundation Wealth Management, LLC$38.5M25.98%
Stone House Investment Management, LLC$37.4M6.71%
PEAPACK GLADSTONE FINANCIAL CORP$36.8M0.47%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$36.8M0.07%
ENCOMPASS WEALTH ADVISORS, LLC$36.3M12.62%
FINANCIAL LIFE ADVISORS$35.3M10.98%
SteelPeak Wealth, LLC$35.0M1.07%
Beacon Pointe Advisors, LLC$34.8M0.18%
Horst & Graben Wealth Management LLC$34.1M4.68%
INTEGRITY ALLIANCE, LLC.$34.0M1.29%
McKinley Carter Wealth Services, Inc.$33.8M1.95%
Farther Finance Advisors, LLC$33.4M0.32%
Powell Investment Advisors, LLC$33.4M11.50%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$33.0M1.88%
GREENLEAF TRUST$32.9M0.32%
NorthRock Partners, LLC$32.9M0.53%
Orion Porfolio Solutions, LLC$32.9M0.28%
EWA, LLC$32.9M7.45%
IFP Advisors, Inc$32.3M0.67%
Berkshire Money Management, Inc.$31.9M3.26%
Stratos Wealth Partners, LTD.$31.7M0.36%
CONDOR CAPITAL MANAGEMENT$31.6M2.64%
WEALTH ALLIANCE, LLC$31.5M3.11%
Pettinga Financial Advisors LLC$31.4M5.90%
PAX Financial Group, LLC$30.6M5.22%
Brookstone Capital Management$29.6M0.34%
PHILLIPS FINANCIAL MANAGEMENT, LLC$29.3M2.13%
TD Waterhouse Canada Inc.$28.6M0.08%
Physician Wealth Advisors, Inc.$28.5M3.97%
1834 INVESTMENT ADVISORS CO$28.5M3.56%
Vestmark Advisory Solutions, Inc.$28.5M0.32%
Security Financial Services, INC.$28.2M4.47%
Praetorian Wealth Management, Inc.$27.8M5.28%
JFS WEALTH ADVISORS, LLC$27.6M1.54%
CAPTRUST FINANCIAL ADVISORS$27.6M0.05%
One Wealth Advisors, LLC$27.6M3.43%
DROMS STRAUSS ADVISORS INC /MO/ /ADV$27.4M7.16%
LIBERTY WEALTH MANAGEMENT LLC$27.2M3.40%
PRINCIPAL SECURITIES, INC.$27.0M0.40%
Corient Private Wealth LLC$26.5M0.04%
Rothschild Wealth LLC$26.5M2.39%
KWMG, LLC$26.1M2.18%
Keystone Financial Services$25.9M7.61%
DDFG, Inc$25.9M5.58%
Spire Wealth Management$25.6M0.87%
Stokes Family Office, LLC$25.6M2.64%
Thoma Capital Management LLC$25.5M15.10%
Trek Financial, LLC$25.3M1.34%
Concurrent Investment Advisors, LLC$25.1M0.27%
Kelly Financial Services LLC$25.1M6.06%
Pathstone Holdings, LLC$24.5M0.10%