IVOV — Institutional owners (13F)

180 filers · $734.6M total · As of June 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
VANTAGEPOINT INVESTMENT ADVISERS LLC $126,039,023 1,104,927 17.16% Shares
Mariner, LLC $97,880,038 858,070 13.32% Shares
ROCKLAND TRUST CO $93,024,542 815,504 12.66% Shares
TRUST POINT INC. $75,803,460 664,535 10.32% Shares
MORGAN STANLEY $43,861,041 384,509 5.97% Shares
BANK OF AMERICA CORP /DE/ $24,560,097 215,307 3.34% Shares
RAYMOND JAMES FINANCIAL INC $24,191,326 212,075 3.29% Shares
Stordahl Capital Management, Inc. $20,078,614 176,020 2.73% Shares
Avior Wealth Management, LLC $18,397,971 161,287 2.50% Shares
LPL Financial LLC $17,635,401 154,602 2.40% Shares
Lutz Financial Services LLC $13,007,905 114,034 1.77% Shares
UBS Group AG $12,253,399 107,420 1.67% Shares
Aberdeen Wealth Management LLC $10,570,800 92,669 1.44% Shares
BALANCED WEALTH GROUP LLC $10,156,322 89,036 1.38% Shares
MidFirst Bank $9,645,987 84,562 1.31% Shares
WELLS FARGO & COMPANY/MN $8,387,673 73,531 1.14% Shares
COMMONWEALTH EQUITY SERVICES, LLC $8,384,280 73,501 1.14% Shares
Savant Capital, LLC $7,825,172 72,486 1.07% Shares
HighTower Advisors, LLC $6,136,370 53,795 0.84% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $6,027,127 52,837 0.82% Shares
TRUIST FINANCIAL CORP $5,109,861 44,796 0.70% Shares
Kestra Advisory Services, LLC $4,531,105 39,722 0.62% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $4,200,819 37,120 0.57% Shares
&PARTNERS $3,819,137 33,481 0.52% Shares
EP Wealth Advisors, LLC $3,758,314 32,947 0.51% Shares
Allworth Financial LP $3,730,525 32,704 0.51% Shares
M1 Capital Management LLC $3,582,140 31,403 0.49% Shares
JPMORGAN CHASE & CO $3,445,898 30,264 0.47% Shares
ENVESTNET ASSET MANAGEMENT INC $3,298,538 28,917 0.45% Shares
FRANKLIN RESOURCES INC $3,273,809 28,700 0.45% Shares
Composition Wealth, LLC $2,819,626 24,718 0.38% Shares
JONES FINANCIAL COMPANIES LLLP $2,253,595 19,782 0.31% Shares
MONETA GROUP INVESTMENT ADVISORS LLC $2,052,462 17,993 0.28% Shares
COMERICA BANK $1,853,736 18,352 0.25% Shares
Cetera Investment Advisers $1,825,079 15,999 0.25% Shares
Cornerstone Financial Management LLC $1,704,228 14,940 0.23% Shares
AMERIPRISE FINANCIAL INC $1,537,570 13,479 0.21% Shares
FIFTH THIRD BANCORP $1,511,770 13,253 0.21% Shares
Fortitude Family Office, LLC $1,501,161 13,160 0.20% Shares
Private Advisor Group, LLC $1,424,138 12,485 0.19% Shares
SHUFRO ROSE & CO LLC $1,338,612 11,735 0.18% Shares
OSAIC HOLDINGS, INC. $1,217,939 10,674 0.17% Shares
AQR CAPITAL MANAGEMENT LLC $1,191,233 10,443 0.16% Shares
KEYBANK NATIONAL ASSOCIATION/OH $1,162,032 10,187 0.16% Shares
PFG Advisors $1,154,845 10,124 0.16% Shares
Heritage Investment Group, Inc. $1,091,878 9,572 0.15% Shares
AMERICAN FINANCIAL & TAX STRATEGIES INC $1,037,353 9,094 0.14% Shares
Creative Planning $1,013,441 8,884 0.14% Shares
D.A. DAVIDSON & CO. $952,370 8,349 0.13% Shares
MML INVESTORS SERVICES, LLC $892,192 7,821 0.12% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $816,513 7,158 0.11% Shares
Naviter Wealth, LLC $781,494 6,851 0.11% Shares
CAPTRUST FINANCIAL ADVISORS $759,644 6,659 0.10% Shares
ROYAL BANK OF CANADA $711,000 6,241 0.10% Shares
Rodgers & Associates, LTD $668,906 5,864 0.09% Shares
Goodman Financial Corp $660,760 5,793 0.09% Shares
MOSAIC FAMILY WEALTH PARTNERS, LLC $639,853 5,609 0.09% Shares
Merit Financial Group, LLC $636,967 5,584 0.09% Shares
Corient Private Wealth LP $619,256 5,429 0.08% Shares
Sovran Advisors, LLC $607,611 5,251 0.08% Shares
Meridian Wealth Management, LLC $605,894 5,312 0.08% Shares
HANOVER ADVISORS INC $568,639 4,985 0.08% Shares
OFC FINANCIAL PLANNING, LLC $564,190 4,946 0.08% Shares
HUNTINGTON NATIONAL BANK $558,373 4,895 0.08% Shares
Bruce G. Allen Investments, LLC $558,226 4,894 0.08% Shares
Trail Ridge Investment Advisors, LLC $557,346 4,886 0.08% Shares
CIBC WORLD MARKET INC. $542,289 4,754 0.07% Shares
TWO SIGMA INVESTMENTS, LP $513,315 4,500 0.07% Shares
Atlas Brown,Inc. $503,505 4,414 0.07% Shares
BHK Investment Advisors, LLC $501,908 4,400 0.07% Shares
HARBOUR INVESTMENTS, INC. $500,767 4,390 0.07% Shares
TopTier Wealth Management, LLC $493,425 4,326 0.07% Shares
GHP Investment Advisors, Inc. $479,981 4,708 0.07% Shares
Ifrah Financial Services, Inc. $470,612 4,126 0.06% Shares
Summit Financial, LLC $457,660 4,012 0.06% Shares
Valmark Advisers, Inc. $433,694 3,802 0.06% Shares
AE Wealth Management LLC $428,447 3,756 0.06% Shares
Hobart Private Capital, LLC $428,447 3,756 0.06% Shares
Passive Capital Management, LLC. $406,666 4,026 0.06% Shares
FMR LLC $404,485 3,546 0.06% Shares
Wealthquest Corp $402,667 3,530 0.05% Shares
AMG National Trust Bank $396,964 3,480 0.05% Shares
Glenview Trust Co $368,902 3,234 0.05% Shares
Arax Advisory Partners $367,534 3,222 0.05% Shares
Wealthcare Advisory Partners LLC $359,099 3,148 0.05% Shares
IHT Wealth Management, LLC $357,679 3,136 0.05% Shares
Spire Wealth Management $355,670 3,118 0.05% Shares
INSIGHT 2811, INC. $350,545 3,073 0.05% Shares
Western Wealth Management, LLC $349,168 3,061 0.05% Shares
CITIZENS FINANCIAL GROUP INC/RI $345,397 3,028 0.05% Shares
LEVEL FOUR ADVISORY SERVICES, LLC $343,292 3,009 0.05% Shares
StoneX Group Inc. $327,153 2,868 0.04% Shares
NewEdge Advisors, LLC $326,696 2,864 0.04% Shares
PHILLIPS FINANCIAL MANAGEMENT, LLC $326,240 2,860 0.04% Shares
WealthCollab, LLC $320,283 2,808 0.04% Shares
IFG Advisors, LLC $315,974 2,770 0.04% Shares
U.S. Capital Wealth Advisors, LLC $303,811 2,980 0.04% Shares
Veratis Advisors, Inc. $292,236 2,562 0.04% Shares
BLAIR WILLIAM & CO/IL $282,778 2,479 0.04% Shares
Keystone Financial Group $280,652 2,460 0.04% Shares
Mutual Advisors, LLC $277,725 2,435 0.04% Shares
SILVER OAK WEALTH ADVISORS SERVICES, LLC $257,203 2,255 0.04% Shares
Compound Planning, Inc. $254,184 2,229 0.03% Shares
PNC Financial Services Group, Inc. $254,148 2,228 0.03% Shares
Octavia Wealth Advisors, LLC $252,779 2,216 0.03% Shares
Texas Yale Capital Corp. $250,954 2,200 0.03% Shares
Horizon Investment Services, LLC $247,988 2,174 0.03% Shares
Argyle Capital Partners, LLC $247,874 2,173 0.03% Shares
CHOREO, LLC $240,003 2,104 0.03% Shares
JMG Financial Group, Ltd. $237,950 2,086 0.03% Shares
Fifth Third Securities, Inc. $237,494 2,082 0.03% Shares
Pinnacle Financial Partners, Inc. $233,860 2,050 0.03% Shares
Genesis Financial Group, LLC $233,844 2,050 0.03% Shares
Kingsview Wealth Management, LLC $226,315 1,984 0.03% Shares
Cerity Partners LLC $220,524 1,933 0.03% Shares
BCS Private Wealth Management, Inc. $220,155 1,930 0.03% Shares
Jacobs Equity LLC $219,699 1,926 0.03% Shares
BDFS Capital LLC $219,268 1,922 0.03% Shares
Carnegie Lake Advisors LLC $217,874 1,910 0.03% Shares
Redhawk Wealth Advisors, Inc. $217,359 1,905 0.03% Shares
NORTHERN TRUST CORP $215,136 1,886 0.03% Shares
CARY STREET PARTNERS FINANCIAL LLC $208,634 1,829 0.03% Shares
Gotham Asset Management, LLC $206,695 1,812 0.03% Shares
SYNOVUS FINANCIAL CORP $206,310 2,047 0.03% Shares
Claris Financial LLC $203,900 2,000 0.03% Shares
Rockbridge Investment Management, LCC $201,562 1,767 0.03% Shares
MAI Capital Management $200,856 1,761 0.03% Shares
CITIGROUP INC $182,512 1,600 0.02% Shares
Parallel Advisors, LLC $157,531 1,381 0.02% Shares
VANGUARD ADVISERS INC $157,090 1,541 0.02% Shares
Salomon & Ludwin, LLC $126,466 1,114 0.02% Shares
EverSource Wealth Advisors, LLC $123,652 1,084 0.02% Shares
Rialto Wealth Management, LLC $120,801 1,059 0.02% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $115,815 1,136 0.02% Shares
PlanVest Financial, Inc $94,906 832 0.01% Shares
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA $94,792 831 0.01% Shares
Founders Capital Management $87,834 770 0.01% Shares
Archer Investment Corp $82,359 722 0.01% Shares
Asset Dedication, LLC $80,306 704 0.01% Shares
VSM Wealth Advisory, LLC $68,442 600 0.01% Shares
Aptus Capital Advisors, LLC $67,644 593 0.01% Shares
Pinnacle Bancorp, Inc. $65,248 572 0.01% Shares
CROWLEY WEALTH MANAGEMENT, INC. $60,462 600 0.01% Shares
AMERIFLEX GROUP, INC. $59,958 526 0.01% Shares
Farther Finance Advisors, LLC $53,841 472 0.01% Shares
PRIVATE TRUST CO NA $51,332 450 0.01% Shares
Geneos Wealth Management Inc. $51,103 448 0.01% Shares
NFSG Corp $50,647 444 0.01% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $49,620 435 0.01% Shares
Steward Partners Investment Advisory, LLC $45,172 396 0.01% Shares
Glass Jacobson Investment Advisors llc $44,984 394 0.01% Shares
CWM, LLC $42,615 418 0.01% Shares
Federation des caisses Desjardins du Quebec $37,415 328 0.01% Shares
WPG Advisers, LLC $37,073 325 0.01% Shares
Smartleaf Asset Management LLC $37,004 325 0.01% Shares
Guardian Partners Inc. $35,590 312 0.00% Shares
Global Retirement Partners, LLC $29,430 258 0.00% Shares
Larson Financial Group LLC $25,149 220 0.00% Shares
BOKF, NA $24,297 213 0.00% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $23,727 208 0.00% Shares
ASSETMARK, INC $23,042 202 0.00% Shares
Heritage Wealth Advisors $22,586 198 0.00% Shares
Rockefeller Capital Management L.P. $21,673 190 0.00% Shares
Institute for Wealth Management, LLC. $20,761 182 0.00% Shares
BARTLETT & CO. WEALTH MANAGEMENT LLC $19,164 168 0.00% Shares
Keating Financial Advisory Services, Inc. $18,479 162 0.00% Shares
Anchor Investment Management, LLC $15,742 138 0.00% Shares
NorthAvenue LLC $13,461 118 0.00% Shares
First Bancorp, Inc /ME/ $11,407 100 0.00% Shares
Christopher J. Hasenberg, Inc $8,210 86 0.00% Shares
SYM FINANCIAL Corp $7,643 67 0.00% Shares
Tower Research Capital LLC (TRC) $6,388 56 0.00% Shares
EASTERN BANK $6,388 56 0.00% Shares
SBI Securities Co., Ltd. $2,281 20 0.00% Shares
Thrivent Financial for Lutherans $2,225 19,507 0.00% Shares
SIGNATUREFD, LLC $1,597 14 0.00% Shares
Accredited Wealth Management, LLC $1,008 1,735 0.00% Shares
SOA Wealth Advisors, LLC. $913 8 0.00% Shares
Cambridge Investment Research Advisors, Inc. $457 4,007 0.00% Shares
Hanson & Doremus Investment Management $172 1,504 0.00% Shares