IDVO — Institutional owners (13F)

130 filers · $508.5M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
RAYMOND JAMES FINANCIAL INC $95,919,071 2,283,788 18.86% Shares
CPC Advisors, LLC $52,785,123 1,256,789 10.38% Shares
LPL Financial LLC $41,900,001 997,619 8.24% Shares
GREAT VALLEY ADVISOR GROUP, INC. $26,878,800 639,968 5.29% Shares
OSAIC HOLDINGS, INC. $25,809,690 614,472 5.08% Shares
Principle Wealth Partners LLC $19,838,951 472,356 3.90% Shares
Sterling Financial Group, Inc. $19,710,627 528,577 3.88% Shares
STIFEL FINANCIAL CORP $19,180,143 456,668 3.77% Shares
MORGAN STANLEY $18,137,029 431,833 3.57% Shares
Sequoia Financial Advisors, LLC $17,745,420 422,510 3.49% Shares
UBS Group AG $14,546,154 346,337 2.86% Shares
ROYAL BANK OF CANADA $9,888,000 235,435 1.94% Shares
CARY STREET PARTNERS FINANCIAL LLC $9,676,002 230,381 1.90% Shares
COMMONWEALTH EQUITY SERVICES, LLC $9,391,590 223,609 1.85% Shares
Elmwood Wealth Management, Inc. $8,619,618 205,229 1.70% Shares
ARQ WEALTH ADVISORS, LLC $7,058,299 164,798 1.39% Shares
EverSource Wealth Advisors, LLC $6,933,423 165,082 1.36% Shares
Steward Partners Investment Advisory, LLC $6,047,715 143,993 1.19% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $5,877,913 139,950 1.16% Shares
TRUIST FINANCIAL CORP $5,705,662 135,849 1.12% Shares
Atlas Wealth LLC $5,355,000 127,500 1.05% Shares
ENVESTNET ASSET MANAGEMENT INC $5,203,681 123,897 1.02% Shares
IAM Advisory, LLC $4,363,749 103,899 0.86% Shares
Proficio Capital Partners LLC $4,263,840 101,520 0.84% Shares
Baird Financial Group, Inc. $3,955,770 94,185 0.78% Shares
Visionary Wealth Advisors $3,862,326 91,960 0.76% Shares
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. $3,813,504 90,798 0.75% Shares
SAGESPRING WEALTH PARTNERS, LLC $2,735,284 65,126 0.54% Shares
Retirement Planning Group, LLC $2,730,872 65,021 0.54% Shares
Financial Insights, Inc. $2,277,828 54,234 0.45% Shares
Pasadena Private Wealth, LLC $2,201,808 52,424 0.43% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2,069,150 48,847 0.41% Shares
CAP Partners, LLC $1,950,719 46,446 0.38% Shares
Capital Investment Advisory Services, LLC $1,898,988 45,214 0.37% Shares
NewEdge Advisors, LLC $1,725,080 41,073 0.34% Shares
URS Advisory LLC $1,576,641 37,539 0.31% Shares
Northwest Financial Advisors $1,483,977 35,333 0.29% Shares
Snowden Capital Advisors LLC $1,463,772 34,852 0.29% Shares
JONES FINANCIAL COMPANIES LLLP $1,435,038 34,521 0.28% Shares
Navis Wealth Advisors, LLC $1,332,492 31,726 0.26% Shares
OLD MISSION CAPITAL LLC $1,321,110 31,455 0.26% Shares
Carr Financial Group Corp $1,272,123 30,289 0.25% Shares
Private Advisor Group, LLC $1,198,131 28,527 0.24% Shares
Karras Company, Inc. $1,193,626 28,420 0.23% Shares
MILESTONE ASSET MANAGEMENT, LLC $1,104,553 26,298 0.22% Shares
US BANCORP \DE\ $1,087,732 25,881 0.21% Shares
JPMORGAN CHASE & CO $1,041,620 25,002 0.20% Shares
Bright Futures Wealth Management, LLC. $1,030,134 24,527 0.20% Shares
Savvy Advisors, Inc. $1,021,007 24,310 0.20% Shares
JOHNSON INVESTMENT COUNSEL INC $966,630 23,015 0.19% Shares
Institute for Wealth Management, LLC. $964,278 22,959 0.19% Shares
CARY STREET PARTNERS INVESTMENT ADVISORY LLC $953,778 22,709 0.19% Shares
Farther Finance Advisors, LLC $950,752 22,637 0.19% Shares
Embree Financial Group $905,941 21,570 0.18% Shares
HARBOUR INVESTMENTS, INC. $902,653 21,492 0.18% Shares
Hilltop Holdings Inc. $858,941 20,451 0.17% Shares
Goldstone Financial Group, LLC $808,766 19,256 0.16% Shares
HBK Sorce Advisory LLC $682,536 15,932 0.13% Shares
Reliant Wealth Planning $631,176 15,028 0.12% Shares
Kestra Advisory Services, LLC $616,728 14,684 0.12% Shares
KINGSWOOD WEALTH ADVISORS, LLC $577,038 13,739 0.11% Shares
INTEGRITY ALLIANCE, LLC. $463,387 11,033 0.09% Shares
UMB Bank, n.a. $453,600 10,800 0.09% Shares
Equitable Holdings, Inc. $449,265 10,697 0.09% Shares
Arkadios Wealth Advisors $440,440 10,487 0.09% Shares
Sigma Planning Corp $425,668 10,135 0.08% Shares
Strategic Wealth Partners, Ltd. $375,181 8,933 0.07% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $372,048 8,991 0.07% Shares
Redwood Family Wealth LLC $367,412 8,747 0.07% Shares
Atria Investments, Inc $358,468 8,535 0.07% Shares
INDEPENDENT FINANCIAL GROUP, LLC $353,514 8,417 0.07% Shares
Mariner, LLC $348,594 8,300 0.07% Shares
Marion Wealth Management $329,988 7,857 0.06% Shares
FLAGSTAR SECURITIES, INC $309,760 7,375 0.06% Shares
Tidemark, LLC $294,426 7,010 0.06% Shares
PFG Investments, LLC $283,787 6,757 0.06% Shares
HighTower Advisors, LLC $282,534 6,727 0.06% Shares
HighPoint Advisor Group LLC $267,834 6,377 0.05% Shares
LifeGoal Investments, LLC $265,125 6,313 0.05% Shares
WELLS FARGO & COMPANY/MN $256,987 6,119 0.05% Shares
Capital Wealth Planning, LLC $241,362 5,747 0.05% Shares
MERCER GLOBAL ADVISORS INC /ADV $237,258 5,649 0.05% Shares
BENJAMIN EDWARDS INC $231,378 5,509 0.05% Shares
Bison Wealth, LLC $220,935 5,237 0.04% Shares
MONECO ADVISORS, LLC $215,601 5,133 0.04% Shares
CITADEL ADVISORS LLC $214,200 5,100 0.04% Put option
Brookstone Capital Management $214,050 5,096 0.04% Shares
Mission Hills Financial Advisory, LLC $212,142 5,051 0.04% Shares
SPC Financial, Inc. $210,689 5,650 0.04% Shares
Avidian Wealth Enterprises, LLC $203,700 4,850 0.04% Shares
Trexquant Investment LP $203,532 4,846 0.04% Shares
Clear Trail Advisors, LLC $203,220 4,839 0.04% Shares
JOURNEY STRATEGIC WEALTH LLC $201,298 4,974 0.04% Shares
PERRYMAN FINANCIAL ADVISORY INC /AD $201,018 4,786 0.04% Shares
SIMPLEX TRADING, LLC $163,254 3,887 0.03% Shares
Pinnacle Bancorp, Inc. $143,976 3,428 0.03% Shares
AdvisorNet Financial, Inc $131,250 3,125 0.03% Shares
FIFTH THIRD BANCORP $102,438 2,439 0.02% Shares
Noble Wealth Management PBC $87,234 2,100 0.02% Shares
Wealth Enhancement Trust Services, Inc. $84,000 2,000 0.02% Shares
Aptus Capital Advisors, LLC $76,650 1,825 0.02% Shares
Ancora Advisors LLC $67,368 1,604 0.01% Shares
Global Retirement Partners, LLC $58,456 1,392 0.01% Shares
MPWM ADVISORY SOLUTIONS, LLC $56,700 1,350 0.01% Shares
Decker Retirement Planning Inc. $49,140 1,170 0.01% Shares
Janney Montgomery Scott LLC $45,497 1,083,262 0.01% Shares
IFP Advisors, Inc $45,444 1,082 0.01% Shares
Allworth Financial LP $37,800 900 0.01% Shares
PRIVATE TRUST CO NA $34,650 825 0.01% Shares
PNC Financial Services Group, Inc. $33,600 800 0.01% Shares
Triumph Capital Management $25,956 618 0.01% Shares
Federation des caisses Desjardins du Quebec $19,866 473 0.00% Shares
Ascentis Wealth Management, LLC $16,907 402 0.00% Shares
JPL Wealth Management, LLC $16,380 390 0.00% Shares
LANARK FINANCIAL, INC. $14,700 350 0.00% Shares
Rockefeller Capital Management L.P. $12,600 300 0.00% Shares
SWAN Capital LLC $12,141 300 0.00% Shares
CWM, LLC $10,118 250 0.00% Shares
ROTHSCHILD INVESTMENT LLC $8,400 200 0.00% Shares
SALEM INVESTMENT COUNSELORS INC $8,400 200 0.00% Shares
ASSETMARK, INC $5,754 137 0.00% Shares
AE Wealth Management LLC $4,200 100 0.00% Shares
SHP Wealth Management $3,750 89 0.00% Shares
SIGNATUREFD, LLC $3,570 85 0.00% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2,954 73 0.00% Shares
FARMERS & MERCHANTS INVESTMENTS INC $1,050 25 0.00% Shares
CENTAURUS FINANCIAL, INC. $160 3,800 0.00% Shares
TSFG, LLC $45 1,061 0.00% Shares
Capital Analysts, LLC $18 423 0.00% Shares
Roble, Belko & Company, Inc $10 244 0.00% Shares