Who owns IDEF
Which tracked institutional funds hold IDEF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IDEF company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on IDEF is one-sided between 2026-Q1 and 2026-Q2: 120 added or opened and 19 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IDEF’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IDEF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 266 tracked filers holding IDEF, 242 increased or opened the position and 41 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IDEF between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 35
- Prosperity Consulting Group, LLC$11M
- INTEGRITY ALLIANCE, LLC.$10M
- Global Retirement Partners, LLC$9M
- RAYMOND JAMES FINANCIAL INC$9M
- Rothschild Wealth LLC$7M
- Diversify Advisory Services, LLC$6M
Full exits 13
- CWM, LLC$139M
- Cambridge Investment Research Advisors, Inc.$15M
- Thrivent Financial for Lutherans$11M
- Beaumont Financial Advisors, LLC$7M
- Marks Group Wealth Management, Inc$5M
- Integrated Wealth Concepts LLC$4M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$194M
- LPL Financial LLC$112M
- MORGAN STANLEY$47M
- MML INVESTORS SERVICES, LLC$44M
- NewEdge Advisors, LLC$28M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$22M
Largest trims
- Scarborough Advisors, LLC$3M
- Gateway Wealth Partners, LLC$2M
- Mariner, LLC$2M
- WEALTH ALLIANCE, LLC$1M
- OneDigital Investment Advisors LLC$350K
- Advyzon Investment Management, LLC$332K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 51,978,476 | $1.7B | 41.4% | 2026-Q2 |
| LPL Financial LLC added | 16,670,755 | $530M | 13.3% | 2026-Q2 |
| MORGAN STANLEY added | 6,061,453 | $193M | 4.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 4,437,994 | $141M | 3.5% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 4,426,641 | $141M | 3.5% | 2026-Q2 |
| Cetera Investment Advisers added | 3,282,053 | $104M | 2.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,711,003 | $85M | 2.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 2,477,448 | $79M | 2.0% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 2,112,012 | $67M | 1.7% | 2026-Q2 |
| JB Capital LLC added | 1,845,628 | $59M | 1.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,531,597 | $49M | 1.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 1,450,258 | $46M | 1.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 1,285,564 | $41M | 1.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,073,687 | $34M | 0.9% | 2026-Q2 |
| Wharton Business Group, LLC added | 865,845 | $28M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 776,896 | $25M | 0.6% | 2026-Q2 |
| Atria Investments, Inc added | 705,138 | $22M | 0.6% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 618,342 | $20M | 0.5% | 2026-Q2 |
| Icon Wealth Advisors, LLC added | 562,235 | $18M | 0.4% | 2026-Q2 |
| ASSETMARK, INC added | 541,576 | $17M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 509,972 | $16M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 486,815 | $15M | 0.4% | 2026-Q2 |
| BlackRock, Inc. added | 466,717 | $15M | 0.4% | 2026-Q2 |
| Sharkey, Howes & Javer added | 446,691 | $14M | 0.4% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 416,843 | $13M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 406,033 | $13M | 0.3% | 2026-Q2 |
| SteelPeak Wealth, LLC added | 377,114 | $12M | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 365,691 | $12M | 0.3% | 2026-Q2 |
| Prosperity Consulting Group, LLC new | 341,234 | $11M | 0.3% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 321,623 | $10M | 0.3% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. new | 314,266 | $10M | 0.3% | 2026-Q2 |
| &PARTNERS added | 303,824 | $10M | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC new | 286,979 | $9M | 0.2% | 2026-Q2 |
| PAX Financial Group, LLC added | 285,074 | $9M | 0.2% | 2026-Q2 |
| Keystone Financial Services added | 284,897 | $9M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC new | 269,710 | $9M | 0.2% | 2026-Q2 |
| SWMG, LLC added | 268,814 | $8M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 248,823 | $8M | 0.2% | 2026-Q2 |
| Trek Financial, LLC added | 247,299 | $8M | 0.2% | 2026-Q2 |
| Legacy Financial Group LLC added | 233,931 | $7M | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC added | 228,351 | $7M | 0.2% | 2026-Q2 |
| Brookstone Capital Management added | 221,228 | $7M | 0.2% | 2026-Q2 |
| Regal Investment Advisors LLC added | 215,719 | $7M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 215,149 | $7M | 0.2% | 2026-Q2 |
| Rothschild Wealth LLC new | 212,388 | $7M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 198,230 | $6M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 196,071 | $6M | 0.2% | 2026-Q2 |
| Sigma Planning Corp added | 190,399 | $6M | 0.2% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 182,404 | $6M | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 182,404 | $6M | 0.1% | 2026-Q2 |
| JMAC ENTERPRISES LLC new | 183,731 | $6M | 0.1% | 2026-Q2 |
| WEALTH ALLIANCE, LLC trimmed | 180,153 | $6M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 172,798 | $5M | 0.1% | 2026-Q2 |
| Invst, LLC added | 172,470 | $5M | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC new | 168,518 | $5M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 165,154 | $5M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 160,178 | $5M | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 157,771 | $5M | 0.1% | 2026-Q2 |
| Blue Trust, Inc. added | 155,284 | $5M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 155,171 | $5M | 0.1% | 2026-Q2 |
| Bay Harbor Wealth Management, LLC added | 150,962 | $5M | 0.1% | 2026-Q2 |
| WealthShield Partners, LLC added | 149,677 | $5M | 0.1% | 2026-Q2 |
| Fifth Third Wealth Advisors LLC added | 148,905 | $5M | 0.1% | 2026-Q2 |
| BCGM Wealth Management, LLC added | 148,236 | $5M | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. new | 136,936 | $4M | 0.1% | 2026-Q2 |
| World Investment Advisors added | 134,991 | $4M | 0.1% | 2026-Q2 |
| TWIN PEAKS WEALTH ADVISORS, LLC added | 135,051 | $4M | 0.1% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 133,752 | $4M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 131,191 | $4M | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 126,374 | $4M | 0.1% | 2026-Q2 |
| WCG Wealth Advisors LLC new | 126,199 | $4M | 0.1% | 2026-Q2 |
| ENDEAVOR PRIVATE WEALTH, INC. added | 124,160 | $4M | 0.1% | 2026-Q2 |
| Cobblestone Asset Management LLC added | 123,418 | $4M | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC added | 118,579 | $4M | 0.1% | 2026-Q2 |
| SigFig Wealth Management, LLC added | 117,322 | $4M | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 113,969 | $4M | 0.1% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 111,562 | $4M | 0.1% | 2026-Q2 |
| Able Wealth Management LLC added | 107,622 | $3M | 0.1% | 2026-Q2 |
| Snowden Capital Advisors LLC new | 105,957 | $3M | 0.1% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. new | 102,604 | $3M | 0.1% | 2026-Q2 |
| Simplicity Wealth,LLC added | 101,393 | $3M | 0.1% | 2026-Q2 |
| Daviman Financial, LLC new | 98,114 | $3M | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC new | 97,916 | $3M | 0.1% | 2026-Q2 |
| Elequin Capital, LP new | 96,009 | $3M | 0.1% | 2026-Q2 |
| Cypress Wealth Services, LLC added | 95,826 | $3M | 0.1% | 2026-Q2 |
| RESOLUTE WEALTH ADVISOR, INC. | 92,066 | $3M | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 94,771 | $3M | 0.1% | 2026-Q2 |
| Sovran Advisors, LLC added | 91,478 | $3M | 0.1% | 2026-Q2 |
| LIBERTY WEALTH MANAGEMENT LLC | 89,625 | $3M | 0.1% | 2026-Q2 |
| Founders Financial Alliance, LLC added | 89,441 | $3M | 0.1% | 2026-Q2 |
| Keebeck Wealth Management added | 89,280 | $3M | 0.1% | 2026-Q2 |
| CORE WEALTH ADVISORS, LLC added | 87,852 | $3M | 0.1% | 2026-Q2 |
| CWM, LLC new | 4,250,401 | $139M | 3.5% | 2026-Q1 stale |
| Cambridge Investment Research Advisors, Inc. added | 458,088 | $15M | 0.4% | 2026-Q1 stale |
| Thrivent Financial for Lutherans new | 328,476 | $11M | 0.3% | 2026-Q1 stale |
| Beaumont Financial Advisors, LLC new | 228,745 | $7M | 0.2% | 2026-Q1 stale |
| Marks Group Wealth Management, Inc new | 161,230 | $5M | 0.1% | 2026-Q1 stale |
| Integrated Wealth Concepts LLC new | 136,550 | $4M | 0.1% | 2026-Q1 stale |
| Capital Analysts, LLC new | 125,441 | $4M | 0.1% | 2026-Q1 stale |
| True Vision MN LLC new | 87,908 | $3M | 0.1% | 2026-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.