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Institutions Holding IVW (2022 holders)

2022 institutions currently hold IVW, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
ENVESTNET ASSET MANAGEMENT INC$5.6B1.49%
JPMORGAN CHASE & CO$4.4B0.28%
MORGAN STANLEY$3.9B0.23%
LPL Financial LLC$2.4B0.63%
BANK OF AMERICA CORP /DE/$2.2B0.16%
WELLS FARGO & COMPANY/MN$1.7B0.33%
UBS Group AG$970.3M0.15%
AMERIPRISE FINANCIAL INC$906.0M0.21%
STIFEL FINANCIAL CORP$824.7M0.76%
PNC FINANCIAL SERVICES GROUP, INC.$609.7M0.35%
CWM, LLC$540.4M1.42%
Cetera Investment Advisers$537.8M0.57%
BlackRock, Inc.$512.6M0.01%
GOLDMAN SACHS GROUP INC$484.8M0.06%
M&T Bank Corp$442.8M1.52%
RAYMOND JAMES FINANCIAL INC$440.1M0.14%
Lido Advisors, LLC$438.2M1.34%
PARK AVENUE SECURITIES LLC$436.2M3.41%
Envestnet Portfolio Solutions, Inc.$413.3M2.29%
Mariner, LLC$403.3M0.47%
ROYAL BANK OF CANADA$400.6M0.07%
MML INVESTORS SERVICES, LLC$377.3M1.05%
COMMONWEALTH EQUITY SERVICES, LLC$343.5M0.48%
JONES FINANCIAL COMPANIES LLLP$327.9M0.16%
REGIONS FINANCIAL CORP$304.8M1.98%
Janney Montgomery Scott LLC$273.3M0.68%
Foundations Investment Advisors, LLC$257.5M3.19%
SOFI WEALTH, LLC$254.4M12.26%
HB Wealth Management, LLC$253.0M1.64%
HighTower Advisors, LLC$232.0M0.25%
FMR LLC$231.5M0.01%
Bank of New York Mellon Corp$223.7M0.04%
TWO SIGMA INVESTMENTS, LP$222.9M0.18%
OSAIC HOLDINGS, INC.$222.4M0.33%
Focus Partners Wealth$215.4M0.24%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$187.0M0.12%
FIFTH THIRD BANCORP$169.4M0.31%
Thrivent Financial for Lutherans$164.6M0.31%
Sanctuary Advisors, LLC$159.1M0.86%
HUNTINGTON NATIONAL BANK$155.5M0.86%
Steward Partners Investment Advisory, LLC$154.1M0.79%
JB Capital LLC$151.4M6.11%
MONETA GROUP INVESTMENT ADVISORS LLC$145.4M1.09%
TRUIST FINANCIAL CORP$138.4M0.19%
Calamos Advisors LLC$132.2M0.47%
Rehmann Capital Advisory Group$131.7M6.86%
Cambridge Investment Research Advisors, Inc.$128.9M0.33%
Calamos Wealth Management LLC$127.4M4.38%
MAI Capital Management$125.3M0.71%
UNITED CAPITAL FINANCIAL ADVISORS, LLC$125.1M0.77%
LVZ, Inc.$118.5M13.52%
Cerity Partners LLC$116.6M0.16%
COURIER CAPITAL LLC$108.9M6.09%
Rockefeller Capital Management L.P.$100.2M0.18%
Baird Financial Group, Inc.$100.0M0.16%
Kestra Advisory Services, LLC$97.2M0.37%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$95.6M1.40%
Advocacy Wealth Management, LLC$93.7M4.15%
NORTHERN TRUST CORP$83.0M0.01%
Ascent Group, LLC$82.9M2.87%
AE Wealth Management LLC$80.9M0.44%
KEYBANK NATIONAL ASSOCIATION/OH$80.1M0.29%
Private Advisor Group, LLC$77.9M0.37%
Creative Planning$76.2M0.05%
Modera Wealth Management, LLC$72.0M0.86%
Stegner Investment Associates Inc.$69.5M38.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$69.2M0.14%
Salomon & Ludwin, LLC$68.6M6.13%
Modern Wealth Management, LLC$67.9M1.16%
BANK OF MONTREAL /CAN/$67.4M0.03%
Valmark Advisers, Inc.$67.1M0.80%
Atria Investments, Inc$66.1M0.74%
US BANCORP \DE\$65.2M0.08%
SilverOak Wealth Management LLC$64.1M10.14%
Icon Wealth Advisors, LLC$63.5M4.12%
HARBOUR INVESTMENTS, INC.$60.3M0.93%
Allworth Financial LP$58.4M0.24%
CreativeOne Wealth, LLC$57.5M1.34%
MIDLAND WEALTH ADVISORS, LLC$56.9M2.93%
North Star Investment Management Corp.$56.7M3.44%
Probity Advisors, Inc.$56.7M8.98%
Arkadios Wealth Advisors$56.1M0.92%
CAPTRUST FINANCIAL ADVISORS$55.3M0.10%
SCS Capital Management LLC$53.4M0.57%
Triad Wealth Partners, LLC$53.2M4.22%
West Wealth Group, LLC$53.1M10.49%
&PARTNERS$49.3M0.24%
MGO ONE SEVEN LLC$49.1M0.99%
Sigma Planning Corp$48.9M1.36%
PRINCIPAL SECURITIES, INC.$47.7M0.70%
CHOREO, LLC$46.4M0.57%
OneDigital Investment Advisors LLC$44.2M0.43%
MA Private Wealth$44.2M7.47%
Stratos Wealth Partners, LTD.$43.9M0.50%
ENCOMPASS WEALTH ADVISORS, LLC$42.1M14.65%
Sharkey, Howes & Javer$41.9M5.65%
Clearstead Advisors, LLC$41.8M0.38%
Dynasty Wealth Management, LLC$40.9M0.36%
FINANCIAL LIFE ADVISORS$40.8M12.72%
Lee Financial Co$40.1M5.66%
Connecticut Wealth Management, LLC$40.0M1.68%
Pathstone Holdings, LLC$39.9M0.16%
Calydon Capital$39.9M6.51%
MERCER GLOBAL ADVISORS INC /ADV$39.6M0.06%
Beacon Pointe Advisors, LLC$39.4M0.21%
CGC Financial Services, LLC$39.3M11.35%
IFP Advisors, Inc$38.8M0.80%
CITIGROUP INC$38.7M0.02%
Foundation Wealth Management, LLC$38.2M25.84%
Farther Finance Advisors, LLC$38.1M0.36%
LMG Wealth Partners, LLC$37.5M6.84%
Praetorian Wealth Management, Inc.$37.5M7.12%
Corient Private Wealth LLC$37.4M0.05%
Busey Bank$37.3M1.01%
1834 INVESTMENT ADVISORS CO$36.9M4.60%
Gladstone Institutional Advisory LLC$36.5M1.35%
AQR CAPITAL MANAGEMENT LLC$36.4M0.02%
Brookstone Capital Management$35.3M0.40%
GREENLEAF TRUST$34.9M0.34%
ShoreHaven Wealth Partners, LLC$34.5M12.40%
BOKF, NA$34.4M0.53%
Horst & Graben Wealth Management LLC$34.2M4.70%
Equitable Holdings, Inc.$33.9M0.22%
Stone House Investment Management, LLC$33.6M6.02%
Capital Analysts, LLC$33.4M0.88%
AMARILLO NATIONAL BANK$33.3M5.87%
Powell Investment Advisors, LLC$32.8M11.31%
SAGESPRING WEALTH PARTNERS, LLC$32.6M0.59%
INTEGRITY ALLIANCE, LLC.$32.6M1.24%
Orion Porfolio Solutions, LLC$32.0M0.27%
Sterling Investment Counsel, LLC$32.0M8.98%
EWA, LLC$31.8M7.21%
Concurrent Investment Advisors, LLC$31.7M0.34%
AlphaCore Capital LLC$31.6M0.75%
Laird Norton Wetherby Trust Company, LLC$31.2M0.68%
Meridian Wealth Partners, LLC$30.8M4.23%
Silicon Valley Capital Partners$30.7M3.01%
KESTRA PRIVATE WEALTH SERVICES, LLC$30.6M0.38%
MV CAPITAL MANAGEMENT, INC.$30.1M2.95%
LIBERTY WEALTH MANAGEMENT LLC$30.1M3.76%
BOK Financial Private Wealth, Inc.$30.1M1.82%
SteelPeak Wealth, LLC$30.0M0.92%
EQ LLC$30.0M8.45%
IEQ CAPITAL, LLC$29.9M0.14%
Wilmington Savings Fund Society, FSB$29.8M0.71%
Pettinga Financial Advisors LLC$29.7M5.58%
Forvis Mazars Wealth Advisors, LLC$29.6M0.56%
NATIXIS ADVISORS, LLC$29.3M0.04%
World Investment Advisors$29.1M0.47%
FIRST MERCHANTS CORP$28.9M1.10%
Institutions Holding IVW (2022 holders) | AlphaSMO