IDEV Institutional Holders — 698 Filers

698 institutions currently hold IDEV, ranked below by position value.

Key Holders	Total Value	Avg Weight
Simplicity Wealth,LLC	$8.6M	0.49%
ELEVATION POINT WEALTH PARTNERS, LLC	$8.5M	0.20%
OMNI 360 Wealth, Inc.	$8.3M	4.30%
rebel Financial LLC	$8.3M	3.58%
Wedmont Private Capital	$8.2M	0.27%
Premier Path Wealth Partners, LLC	$8.2M	1.07%
MBA Advisors LLC	$8.0M	3.07%
Resonant Capital Advisors, LLC	$7.8M	0.41%
Beckerman Institutional, LLC	$7.7M	4.08%
Perigon Wealth Management, LLC	$7.6M	0.14%
Kaufman Rossin Wealth, LLC	$7.6M	4.33%
Gateway Wealth Partners, LLC	$7.4M	0.29%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	$7.4M	0.47%
Higgins & Schmidt Wealth Strategies LLC	$7.2M	3.29%
AQR CAPITAL MANAGEMENT LLC	$7.2M	0.00%
PW ADVISORS, LLC \ FL	$7.2M	5.39%
Solstein Capital, LLC	$7.2M	2.94%
David J Yvars Group	$7.1M	3.99%
PRINCIPAL FINANCIAL GROUP INC	$7.1M	0.00%
ALPS ADVISORS INC	$7.1M	0.03%
CogentBlue Wealth Advisors, LLC	$6.9M	4.67%
OLD NATIONAL BANCORP /IN/	$6.9M	0.11%
Summit Wealth Partners, LLC	$6.8M	1.08%
KICKSTAND VENTURES, LLC.	$6.8M	1.43%
Vertex Planning Partners, LLC	$6.8M	1.31%
DRAVO BAY LLC	$6.8M	2.75%
EXENCIAL WEALTH ADVISORS, LLC	$6.7M	0.21%
EIGHT 31 FINANCIAL, LLC	$6.7M	4.04%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$6.7M	0.49%
National Wealth Management Group, LLC	$6.7M	2.48%
Envestnet Portfolio Solutions, Inc.	$6.6M	0.04%
Bank of New York Mellon Corp	$6.6M	0.00%
LTS Liquid Investments LLC	$6.5M	6.08%
Red Wave Investments LLC	$6.4M	1.91%
Compass Wealth Management, LLC/GA	$6.3M	2.69%
IHT Wealth Management, LLC	$6.2M	0.14%
Midwest Trust Co	$6.1M	0.08%
Spire Wealth Management	$5.9M	0.20%
KESTRA PRIVATE WEALTH SERVICES, LLC	$5.9M	0.07%
Tranquilli Financial Advisor LLC	$5.7M	3.35%
Tanager Wealth Management LLP	$5.7M	0.55%
HMV Wealth Advisors, LLC	$5.6M	2.65%
ELEVATE WEALTH ADVISORY, INC	$5.5M	3.48%
Atria Investments, Inc	$5.4M	0.06%
R. W. Roge & Company, Inc.	$5.4M	2.56%
MJT & Associates Financial Advisory Group, Inc.	$5.3M	3.86%
CreativeOne Wealth, LLC	$5.2M	0.12%
Cosner Financial Group, LLC	$5.1M	2.81%
Gladstone Institutional Advisory LLC	$5.0M	0.18%
Asset Dedication, LLC	$4.9M	0.34%
ALLSTREET CAPITAL ADVISORS LLC	$4.9M	3.62%
Baird Financial Group, Inc.	$4.7M	0.01%
Rockefeller Capital Management L.P.	$4.6M	0.01%
Cascade Financial Partners, LLC	$4.6M	0.48%
Arbor Investment Advisors, LLC	$4.6M	0.60%
HBE Wealth Management, LLC	$4.6M	4.01%
Private Advisor Group, LLC	$4.6M	0.02%
Cloud Capital Management, LLC	$4.4M	1.92%
FF Advisors,LLC	$4.3M	1.75%
Inman Jager Wealth Management, LLC	$4.2M	2.43%
OpenArc Corporate Advisory, LLC	$4.1M	0.06%
Probity Advisors, Inc.	$4.1M	0.65%
DIVERSIFY WEALTH MANAGEMENT, LLC	$4.0M	0.07%
Granite Bay Wealth Management, LLC	$4.0M	0.85%
Arsenal Capital Advisors LLC	$3.9M	2.85%
BROWN ADVISORY INC	$3.7M	0.01%
Strid Group, LLC	$3.7M	0.45%
Prosperity Consulting Group, LLC	$3.7M	0.16%
Sigma Planning Corp	$3.6M	0.10%
MGO ONE SEVEN LLC	$3.6M	0.07%
CLARIS ADVISORS, LLC / MO /	$3.5M	1.05%
CWM, LLC	$3.4M	0.01%
Cordant, Inc.	$3.4M	1.40%
FLOW TRADERS U.S. LLC	$3.4M	0.11%
FIFTH THIRD BANCORP	$3.4M	0.01%
Greenspring Advisors, LLC	$3.4M	0.21%
Cresset Asset Management, LLC	$3.3M	0.01%
DEFINED WEALTH MANAGEMENT, LLC	$3.3M	1.92%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$3.3M	0.02%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	$3.3M	0.02%
JACKSON THORNTON WEALTH MANAGEMENT, LLC	$3.2M	0.29%
Corient Private Wealth LLC	$3.2M	0.00%
Summit Financial, LLC	$3.2M	0.04%
Nolet Wealth Management, LLC	$3.1M	1.78%
Lakeridge Wealth Management LLC	$3.1M	1.34%
Unconventional Investor, LLC	$3.1M	1.46%
EVOLVE PRIVATE WEALTH, LLC	$3.1M	0.16%
OneAscent Financial Services LLC	$3.0M	0.16%
HARBOUR INVESTMENTS, INC.	$3.0M	0.05%
Resolute Advisors LLC	$3.0M	1.25%
WealthShield Partners, LLC	$3.0M	0.34%
HRT FINANCIAL LP	$2.9M	0.01%
IFP Advisors, Inc	$2.9M	0.06%
D.A. DAVIDSON & CO.	$2.9M	0.02%
RWA WEALTH PARTNERS, LLC	$2.9M	0.03%
J.W. COLE ADVISORS, INC.	$2.9M	0.10%
MML INVESTORS SERVICES, LLC	$2.9M	0.01%
Belleair Asset Management, LLC	$2.9M	2.61%
Snowden Capital Advisors LLC	$2.8M	0.07%
Vivaldi Capital Management LP	$2.7M	0.38%
HILLTOP WEALTH ADVISORS, LLC	$2.7M	1.62%
Rossby Financial, LCC	$2.7M	0.55%
Csenge Advisory Group	$2.7M	0.12%
Lido Advisors, LLC	$2.7M	0.01%
Lauterbach Financial Advisors, LLC	$2.6M	1.27%
RF&L WEALTH MANAGEMENT, LLC	$2.6M	1.95%
BEAM WEALTH ADVISORS, INC.	$2.6M	0.65%
B&D White Capital Company, LLC	$2.6M	0.32%
Squarepoint Ops LLC	$2.5M	0.00%
Advisory Services Network, LLC	$2.5M	0.03%
HOGE FINANCIAL SERVICES, LLC	$2.5M	1.35%
Purkiss Capital Advisors LLC	$2.5M	1.10%
Cassady Wealth & Retirement Planning, LLC	$2.5M	1.29%
STEPHENS INC /AR/	$2.5M	0.03%
Dorsey & Whitney Trust CO LLC	$2.5M	0.14%
Towne Trust Company, N.A	$2.4M	0.78%
Savvy Advisors, Inc.	$2.4M	0.06%
FRANKLIN RESOURCES INC	$2.4M	0.00%
DOPKINS WEALTH MANAGEMENT, LLC	$2.3M	0.94%
FWG Investments, LLC.	$2.3M	1.49%
Diversified Enterprises, LLC	$2.3M	0.13%
Argent Trust Co	$2.3M	0.08%
United Advisor Group, LLC	$2.3M	0.29%
FC Advisory LLC	$2.3M	0.67%
Karras Company, Inc.	$2.2M	2.27%
Farther Finance Advisors, LLC	$2.2M	0.02%
MERCER GLOBAL ADVISORS INC /ADV	$2.2M	0.00%
EHRLICH FINANCIAL GROUP	$2.2M	1.25%
Retirement Planning Group, LLC	$2.1M	0.07%
RHS Financial, LLC	$2.1M	0.99%
Independent Advisor Alliance	$2.1M	0.02%
SMITH, MOORE & CO.	$2.0M	0.15%
Capital Analysts, LLC	$2.0M	0.05%
Chicago Capital, LLC	$2.0M	0.05%
Kera Capital Partners, Inc.	$1.9M	0.24%
Robertson Stephens Wealth Management, LLC	$1.9M	0.05%
United Financial Planning Group LLC	$1.9M	1.14%
K2 Financial Inc.	$1.9M	1.39%
CGN Advisors LLC	$1.9M	0.15%
SUMMIT WEALTH GROUP LLC / CO	$1.8M	0.19%
Compound Planning, Inc.	$1.8M	0.06%
SIGMA INVESTMENT COUNSELORS INC	$1.8M	0.09%
Quantinno Capital Management LP	$1.8M	0.00%
E&G Advisors, LP	$1.8M	0.39%
Equity Wealth Partners, LLC	$1.7M	1.13%
Arista Wealth Management, LLC	$1.7M	0.21%
Sage Mountain Advisors LLC	$1.7M	0.12%
Sanchez Gaunt Capital Management, LLC	$1.7M	1.08%
BXM Wealth LLC	$1.7M	1.31%
Apella Capital, LLC	$1.7M	0.02%