IDVO Institutional Ownership & Shareholders
AMPLIFY CWP INTERNATIONAL EN (IDVO) is currently held by 124 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $529.45M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of IDVO tracked by InsiderSet, reporting ownership valued at approximately $95.92M 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 $90.55M, representing an estimated loss of -5.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed IDVO value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Cpc Advisors, Llc, Janney Montgomery Scott Llc, and several other long-term asset managers with concentrated positions in AMPLIFY CWP INTERNATIONAL EN (IDVO).
This page ranks the largest institutional IDVO 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
124
Total Reported Value
$529.45M
Largest Holder
Raymond James Financial Inc
Largest Position
$95.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
130
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.03% | 2,283,788 | $95,919,071 | $90,552,194 | -$5,366,877 | -5.60% | |
| Cpc Advisors, Llc | 7.15% | 1,264,934 | $52,545,343 | $50,154,633 | -$2,390,710 | -4.55% | |
| Janney Montgomery Scott Llc | 0.09% | 1,083,262 | $45,497,000 | $42,951,338 | -$2,545,662 | -5.60% | |
| Lpl Financial Llc | 0.01% | 997,619 | $41,900,001 | $39,555,593 | -$2,344,408 | -5.60% | |
| Great Valley Advisor Group, Inc. | 0.42% | 639,968 | $26,878,800 | $25,374,731 | -$1,504,069 | -5.60% | |
| Osaic Holdings, Inc. | 0.03% | 614,472 | $25,809,690 | $24,363,815 | -$1,445,875 | -5.60% | |
| Principle Wealth Partners Llc | 0.98% | 472,356 | $19,838,951 | $18,728,915 | -$1,110,036 | -5.60% | |
| Stifel Financial Corp | 0.02% | 456,668 | $19,180,143 | $18,106,886 | -$1,073,257 | -5.60% | |
| Morgan Stanley | 0.00% | 431,833 | $18,137,029 | $17,122,178 | -$1,014,851 | -5.60% | |
| Sequoia Financial Advisors | 0.09% | 422,510 | $17,745,420 | $16,752,522 | -$992,899 | -5.60% | |
| Ubs Group Ag | 0.00% | 346,337 | $14,546,154 | $13,732,262 | -$813,892 | -5.60% | |
| Royal Bank Of Canada | 0.00% | 235,435 | $9,888,000 | $9,334,998 | -$553,002 | -5.59% | |
| Cary Street Partners Financial Llc | 0.21% | 230,381 | $9,676,002 | $9,134,607 | -$541,395 | -5.60% | |
| Commonwealth Equity Services, Llc | 0.01% | 223,609 | $9,391,590 | $8,866,097 | -$525,493 | -5.60% | |
| Elmwood Wealth Management, Inc. | 2.12% | 211,939 | $8,803,947 | $8,403,381 | -$400,566 | -4.55% | |
| Arq Wealth Advisors, Llc | 0.90% | 179,856 | $7,471,202 | $7,131,290 | -$339,912 | -4.55% | |
| Truist Financial Corp | 0.01% | 160,548 | $6,669,144 | $6,365,728 | -$303,416 | -4.55% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 143,993 | $6,047,715 | $5,709,322 | -$338,393 | -5.60% | |
| Atlas Wealth Llc | 0.76% | 127,500 | $5,355,000 | $5,055,375 | -$299,625 | -5.60% | |
| Envestnet Asset Management Inc | 0.00% | 123,897 | $5,203,681 | $4,912,516 | -$291,165 | -5.60% | |
| Iam Advisory, Llc | 0.85% | 103,899 | $4,363,749 | $4,119,595 | -$244,154 | -5.60% | |
| Proficio Capital Partners Llc | 0.15% | 101,520 | $4,263,840 | $4,025,268 | -$238,572 | -5.60% | |
| Baird Financial Group, Inc. | 0.01% | 94,185 | $3,955,770 | $3,734,435 | -$221,335 | -5.60% | |
| Visionary Wealth Advisors | 0.15% | 91,960 | $3,862,326 | $3,646,214 | -$216,112 | -5.60% | |
| Foresight Capital Management Advisors, Inc. | 1.86% | 90,428 | $3,756,399 | $3,585,470 | -$170,929 | -4.55% | |
| Wealthcare Advisory Partners Llc | 0.05% | 76,671 | $3,184,898 | $3,040,005 | -$144,893 | -4.55% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 72,629 | $2,997,386 | $2,879,740 | -$117,646 | -3.92% | |
| Retirement Planning Group, Llc | 0.07% | 70,418 | $2,925,171 | $2,792,074 | -$133,097 | -4.55% | |
| Sagespring Wealth Partners, Llc | 0.04% | 66,869 | $2,777,754 | $2,651,356 | -$126,398 | -4.55% | |
| Financial Insights, Inc. | 0.59% | 56,159 | $2,332,845 | $2,226,704 | -$106,141 | -4.55% | |
| Pasadena Private Wealth, Llc | 0.28% | 52,424 | $2,201,808 | $2,078,612 | -$123,196 | -5.60% | |
| Cap Partners, Llc | 0.89% | 46,711 | $1,940,377 | $1,852,091 | -$88,286 | -4.55% | |
| Newedge Advisors, Llc | 0.01% | 41,073 | $1,725,080 | $1,628,544 | -$96,536 | -5.60% | |
| Capital Investment Advisory Services, Llc | 0.11% | 41,474 | $1,722,830 | $1,644,444 | -$78,386 | -4.55% | |
| Urs Advisory Llc | 0.88% | 37,539 | $1,576,641 | $1,488,421 | -$88,220 | -5.60% | |
| Snowden Capital Advisors Llc | 0.03% | 34,852 | $1,463,772 | $1,381,882 | -$81,890 | -5.59% | |
| Northwest Financial Advisors | 0.19% | 34,560 | $1,435,609 | $1,370,304 | -$65,305 | -4.55% | |
| Jones Financial Companies Lllp | 0.00% | 34,521 | $1,435,038 | $1,368,758 | -$66,280 | -4.62% | |
| Navis Wealth Advisors, Llc | 0.51% | 31,726 | $1,332,492 | $1,257,936 | -$74,556 | -5.60% | |
| Old Mission Capital Llc | 0.03% | 31,455 | $1,321,110 | $1,247,191 | -$73,919 | -5.60% | |
| Carr Financial Group Corp | 0.29% | 30,289 | $1,272,123 | $1,200,959 | -$71,164 | -5.59% | |
| Apollon Wealth Management, Llc | 0.01% | 30,368 | $1,261,466 | $1,204,091 | -$57,375 | -4.55% | |
| International Assets Investment Management, Llc | 0.07% | 40,000 | $1,220,862 | $1,586,000 | +$365,138 | +29.91% | |
| Karras Company, Inc. | 1.11% | 29,210 | $1,213,368 | $1,158,177 | -$55,192 | -4.55% | |
| Private Advisor Group, Llc | 0.01% | 28,527 | $1,198,131 | $1,131,096 | -$67,035 | -5.60% | |
| Us Bancorp \De\ | 0.00% | 25,881 | $1,087,732 | $1,026,182 | -$61,550 | -5.66% | |
| Jpmorgan Chase & Co | 0.00% | 25,002 | $1,041,620 | $991,329 | -$50,291 | -4.83% | |
| Savvy Advisors, Inc. | 0.02% | 24,310 | $1,021,007 | $963,892 | -$57,116 | -5.59% | |
| Johnson Investment Counsel Inc | 0.01% | 23,015 | $966,630 | $912,545 | -$54,085 | -5.60% | |
| Institute For Wealth Management, Llc. | 0.09% | 22,959 | $964,278 | $910,324 | -$53,954 | -5.60% |
Frequently asked questions about IDVO
Who are the largest institutional holders of IDVO?
The largest institutional holders of IDVO reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Cpc Advisors, Llc, Janney Montgomery Scott Llc, Lpl Financial Llc, and Great Valley Advisor Group, Inc.. InsiderSet ranks institutional holders by their latest reported IDVO position.
What is IDVO institutional ownership?
This page tracks IDVO positions reported by institutional investment managers through SEC Form 13F. AMPLIFY CWP INTERNATIONAL EN (IDVO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IDVO?
InsiderSet currently tracks 124 institutional managers reporting IDVO 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 IDVO shareholders.
How much IDVO stock do institutions own?
Institutional investment managers disclosed approximately $529.45M in IDVO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IDVO institutional ownership last updated?
The latest IDVO 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 IDVO 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 IDVO position after the reporting date.
Are institutions buying or selling IDVO?
Institutional buying and selling can be analyzed by comparing IDVO positions across consecutive 13F reporting periods. InsiderSet's IDVO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IDVO ownership changes.
How has IDVO institutional ownership changed over time?
InsiderSet tracks IDVO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.