IDLV Institutional Ownership & Shareholders
INVESCO S&P INTERNATIONAL DE (IDLV) is currently held by 100 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $247.29M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of New York Mellon Corp is currently the largest disclosed institutional shareholder of IDLV tracked by InsiderSet, reporting ownership valued at approximately $52.72M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $55.04M, representing an estimated gain of +4.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed IDLV value among the investors covered in this analysis. Major shareholders include Bank Of New York Mellon Corp, Creative Planning, Whitaker-Myers Wealth Managers, Ltd., and several other long-term asset managers with concentrated positions in INVESCO S&P INTERNATIONAL DE (IDLV).
This page ranks the largest institutional IDLV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
100
Total Reported Value
$247.29M
Largest Holder
Bank Of New York Mellon Corp
Largest Position
$52.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
123
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of New York Mellon Corp | 0.01% | 1,528,463 | $52,721,915 | $55,042,857 | +$2,320,942 | +4.40% | |
| Creative Planning | 0.01% | 617,208 | $21,096,163 | $22,226,833 | +$1,130,670 | +5.36% | |
| Whitaker-Myers Wealth Managers, Ltd. | 3.13% | 561,643 | $19,196,947 | $20,225,832 | +$1,028,885 | +5.36% | |
| Sei Investments Co | 0.01% | 478,035 | $16,488,930 | $17,214,949 | +$726,019 | +4.40% | |
| Royal Bank Of Canada | 0.00% | 378,933 | $13,070,000 | $13,646,097 | +$576,097 | +4.41% | |
| Raymond James Financial Inc | 0.00% | 320,624 | $11,059,424 | $11,546,279 | +$486,855 | +4.40% | |
| Onedigital Investment Advisors Llc | 0.09% | 308,938 | $10,656,310 | $11,125,444 | +$469,134 | +4.40% | |
| Bank Of America Corp | 0.00% | 221,004 | $7,623,074 | $7,958,774 | +$335,700 | +4.40% | |
| Ameriprise Financial Inc | 0.00% | 220,487 | $7,609,812 | $7,940,156 | +$330,344 | +4.34% | |
| Susquehanna International Group, Llp | 0.01% | 220,000 | $7,588,548 | $7,922,618 | +$334,070 | +4.40% | |
| Heck Capital Advisors, Llc | 0.41% | 217,253 | $7,425,695 | $7,823,693 | +$397,998 | +5.36% | |
| Morgan Stanley | 0.00% | 212,283 | $7,322,366 | $7,644,714 | +$322,348 | +4.40% | |
| Bell Investment Advisors, Inc | 0.92% | 185,130 | $6,327,743 | $6,666,883 | +$339,140 | +5.36% | |
| Johnson & White Wealth Management, Llc | 2.04% | 164,250 | $5,614,077 | $5,914,955 | +$300,878 | +5.36% | |
| Lpl Financial Llc | 0.00% | 117,904 | $4,066,925 | $4,245,947 | +$179,022 | +4.40% | |
| Pnc Financial Services Group, Inc. | 0.00% | 97,235 | $3,353,959 | $3,501,617 | +$147,658 | +4.40% | |
| Armbruster Capital Management, Inc. | 0.48% | 93,775 | $3,205,230 | $3,377,016 | +$171,786 | +5.36% | |
| Envestnet Asset Management Inc | 0.00% | 91,295 | $3,149,069 | $3,287,706 | +$138,637 | +4.40% | |
| Umb Bank, N.A. | 0.04% | 82,632 | $2,850,259 | $2,975,735 | +$125,476 | +4.40% | |
| Cetera Investment Advisers | 0.00% | 72,206 | $2,490,647 | $2,600,275 | +$109,628 | +4.40% | |
| Jane Street Group, Llc | 0.00% | 66,657 | $2,299,227 | $2,400,445 | +$101,218 | +4.40% | |
| Ubs Group Ag | 0.00% | 63,017 | $2,173,645 | $2,269,362 | +$95,717 | +4.40% | |
| Cfg Wealth Management Services, Inc. | 1.97% | 63,233 | $2,143,599 | $2,277,140 | +$133,541 | +6.23% | |
| Decker Retirement Planning Inc. | 0.61% | 54,001 | $1,845,763 | $1,944,679 | +$98,916 | +5.36% | |
| Newedge Advisors, Llc | 0.00% | 23,732 | $1,430,794 | $854,634 | -$576,160 | -40.27% | |
| Jones Financial Companies Lllp | 0.00% | 39,883 | $1,379,144 | $1,436,263 | +$57,119 | +4.14% | |
| &Partners | 0.01% | 39,458 | $1,361,048 | $1,420,958 | +$59,910 | +4.40% | |
| Ep Wealth Advisors, Llc | 0.01% | 38,236 | $1,318,890 | $1,376,951 | +$58,061 | +4.40% | |
| Commonwealth Equity Services, Llc | 0.00% | 37,152 | $1,269,860 | $1,337,914 | +$68,054 | +5.36% | |
| Merit Financial Group, Llc | 0.01% | 33,323 | $1,149,408 | $1,200,025 | +$50,617 | +4.40% | |
| Wells Fargo & Company/Mn | 0.00% | 27,743 | $956,926 | $999,078 | +$42,152 | +4.40% | |
| Betterment Llc | 0.00% | 26,817 | $925,000 | $965,731 | +$40,731 | +4.40% | |
| Aqr Capital Management Llc | 0.00% | 25,840 | $891,326 | $930,547 | +$39,221 | +4.40% | |
| Wealthbridge Capital Management, Llc | 0.17% | 25,868 | $884,168 | $931,556 | +$47,388 | +5.36% | |
| Fmr Llc | 0.00% | 24,946 | $860,457 | $898,353 | +$37,896 | +4.40% | |
| Osaic Holdings, Inc. | 0.00% | 24,432 | $842,829 | $879,843 | +$37,014 | +4.39% | |
| Sequoia Financial Advisors | 0.00% | 24,338 | $839,484 | $876,458 | +$36,974 | +4.40% | |
| Ieq Capital, Llc | 0.00% | 22,420 | $773,342 | $807,387 | +$34,045 | +4.40% | |
| Kestra Advisory Services, Llc | 0.00% | 19,440 | $664,447 | $700,071 | +$35,624 | +5.36% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 19,126 | $658,967 | $688,764 | +$29,797 | +4.52% | |
| Rockefeller Capital Management L.P. | 0.00% | 15,931 | $549,515 | $573,706 | +$24,191 | +4.40% | |
| Citadel Advisors Llc | 0.00% | 15,852 | $546,789 | $570,861 | +$24,072 | +4.40% | |
| Flow Traders U.S. Llc | 0.02% | 14,895 | $514,000 | $536,397 | +$22,397 | +4.36% | |
| Prospera Financial Services Inc | 0.01% | 14,565 | $502,410 | $524,513 | +$22,103 | +4.40% | |
| Ausdal Financial Partners, Inc. | 0.02% | 13,371 | $461,215 | $481,515 | +$20,300 | +4.40% | |
| Mcnaughton Wealth Management, Llc | 0.16% | 13,168 | $450,082 | $474,205 | +$24,123 | +5.36% | |
| Brown Wealth Management, Llc | 0.09% | 12,433 | $424,960 | $447,736 | +$22,776 | +5.36% | |
| Citigroup Inc | 0.00% | 11,136 | $384,119 | $401,029 | +$16,910 | +4.40% | |
| Janney Montgomery Scott Llc | 0.00% | 11,135 | $384,000 | $400,993 | +$16,993 | +4.43% | |
| Equitable Holdings, Inc. | 0.00% | 11,075 | $382,005 | $398,832 | +$16,827 | +4.40% |
Frequently asked questions about IDLV
Who are the largest institutional holders of IDLV?
The largest institutional holders of IDLV reported in the latest SEC Form 13F filings include Bank Of New York Mellon Corp, Creative Planning, Whitaker-Myers Wealth Managers, Ltd., Sei Investments Co, and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported IDLV position.
What is IDLV institutional ownership?
This page tracks IDLV positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P INTERNATIONAL DE (IDLV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IDLV?
InsiderSet currently tracks 100 institutional managers reporting IDLV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IDLV shareholders.
How much IDLV stock do institutions own?
Institutional investment managers disclosed approximately $247.29M in IDLV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IDLV institutional ownership last updated?
The latest IDLV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IDLV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IDLV position after the reporting date.
Are institutions buying or selling IDLV?
Institutional buying and selling can be analyzed by comparing IDLV positions across consecutive 13F reporting periods. InsiderSet's IDLV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IDLV ownership changes.
How has IDLV institutional ownership changed over time?
InsiderSet tracks IDLV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.