Who Owns INV SP INTL L/VOLTY ETF (IDLV)? -- Institutional Holders (2026-06-30)

116 institutions reported holding $250.2M of INV SP INTL L/VOLTY ETF (IDLV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Bank of New York Mellon Corp ($52.7M), Creative Planning ($21.4M), Whitaker-Myers Wealth Managers, LTD. ($17.6M), SEI INVESTMENTS CO ($16.5M), Royal Bank of Canada ($13.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Bank of New York Mellon Corp$52.7M1.5MAdded
2Creative Planning$21.4M621,177Trimmed
3Whitaker-Myers Wealth Managers, LTD.$17.6M511,114Added
4SEI INVESTMENTS CO$16.5M478,035Trimmed
5Royal Bank of Canada$13.1M378,933Added
6RAYMOND JAMES FINANCIAL INC$11.1M320,624Added
7OneDigital Investment Advisors LLC$10.7M308,938New
8BANK OF AMERICA CORP /DE/$7.6M221,004Added
9AMERIPRISE FINANCIAL INC$7.6M220,487Trimmed
10SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.6M220,000Trimmed
11Heck Capital Advisors, LLC$7.3M212,517Added
12MORGAN STANLEY$7.3M212,283Trimmed
13Bell Investment Advisors, Inc$6.4M184,744Trimmed
14Johnson & White Wealth Management, LLC$5.6M162,526Trimmed
15LPL Financial LLC$4.1M117,904Trimmed
16PNC Financial Services Group, Inc.$3.4M97,235Added
17Armbruster Capital Management, Inc.$3.3M96,900Trimmed
18ENVESTNET ASSET MANAGEMENT INC$3.1M91,295Added
19UMB BANK N A/MO$2.9M82,632Trimmed
20Cetera Investment Advisers$2.5M72,206Trimmed
21JANE STREET GROUP, LLC$2.3M66,657Added
22CFG Wealth Management Services, Inc.$2.2M63,897Hold
23UBS Group AG$2.2M63,017Trimmed
24NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.9M55,609Trimmed
25Decker Retirement Planning Inc.$1.8M52,851Added

来源：SEC 13F 申报文件 · 截至 2026-06-30