SARASOTA, FL
INVO FERTILITY, INC.IVF— Latest position per institution from SEC 13F filings
15
Institutional holders
130.66K
Total shares held
127.62K
Estimated value
18.66K
Avg. position size
CWC ADVISORS, LLC.
CIK 1520683
Shares
100.04K
Value
88.02K
Filed
Jun 30, 2025
UBS GROUP AG
CIK 1610520
Shares
15.92K
Value
14.01K
Filed
Jun 30, 2025
WARBERG ASSET MANAGEMENT LLC
CIK 1597506
Shares
11.29K
Value
22.59K
Filed
Mar 31, 2025
TOWER RESEARCH CAPITAL LLC (TRC)
CIK 1533421
Shares
3.36K
Value
2.96K
Filed
Jun 30, 2025
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
41.00
Value
35.00
Filed
Sep 30, 2025
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
10.00
Value
9.00
Filed
Jun 30, 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 752798
Shares
0.00
Value
0.00
Filed
Jun 30, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | CWC ADVISORS, LLC. | 1520683 | 100.04K | 88.02K | Jun 30, 2025 |
| 2 | UBS GROUP AG | 1610520 | 15.92K | 14.01K | Jun 30, 2025 |
| 3 | WARBERG ASSET MANAGEMENT LLC | 1597506 | 11.29K | 22.59K | Mar 31, 2025 |
| 4 | TOWER RESEARCH CAPITAL LLC (TRC) | 1533421 | 3.36K | 2.96K | Jun 30, 2025 |
| 5 | OSAIC HOLDINGS, INC. | 1677044 | 41.00 | 35.00 | Sep 30, 2025 |
| 6 | BANK OF AMERICA CORP /DE/ | 70858 | 10.00 | 9.00 | Jun 30, 2025 |
| 7 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 752798 | 0.00 | 0.00 | Jun 30, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.