Creative Planning has opened a new $21.4M position in $IDLV, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $IDLV.
$IDLV Hedge Fund Activity
We have seen 44 institutional investors add shares of $IDLV stock to their portfolio, and 58 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ADVISORSHARES INVESTMENTS LLC removed 1,171,328 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $39,239,488
- BURT WEALTH ADVISORS removed 641,631 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $21,494,638
- CREATIVE PLANNING added 631,879 shares (+inf%) to their portfolio in Q4 2025, for an estimated $21,420,698
- UMB BANK, N.A. added 245,203 shares (+inf%) to their portfolio in Q4 2025, for an estimated $8,312,381
- ROYAL BANK OF CANADA added 170,030 shares (+75.8%) to their portfolio in Q4 2025, for an estimated $5,764,017
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 159,455 shares (+197.6%) to their portfolio in Q4 2025, for an estimated $5,405,524
- BANK OF AMERICA CORP /DE/ removed 103,260 shares (-30.8%) from their portfolio in Q3 2025, for an estimated $3,459,210
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $IDLV ticker page for more data.
