Who owns IDEV
Which tracked institutional funds hold IDEV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IDEV company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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 IDEV is one-sided between 2025-Q4 and 2026-Q1: 211 added or opened and 65 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
IDEV’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 2.0% of theirs — a 1.7pp gap the other way — the median holder sizes IDEV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IDEV 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 2025-Q4 and 2026-Q1, across 700 tracked filers holding IDEV, 380 increased or opened the position and 236 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 IDEV between the 2025-Q4 and 2026-Q1 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 39
- Richard Bernstein Advisors LLC$516M
- ESL Trust Services, LLC$47M
- CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$20M
- Ausdal Financial Partners, Inc.$19M
- Cerity Partners OCIO LLC$15M
- FDx Advisors, Inc.$15M
Full exits 18
- Heritage Financial Services, LLC$270M
- Clarius Group, LLC$123M
- AXXCESS WEALTH MANAGEMENT, LLC$108M
- Litman Gregory Wealth Management LLC$99M
- BANK HAPOALIM BM$26M
- SageView Advisory Group, LLC$13M
Largest adds
- BANK OF KOREA$543M
- AMERIPRISE FINANCIAL INC$414M
- PNC FINANCIAL SERVICES GROUP, INC.$398M
- BlackRock, Inc.$337M
- Savant Capital, LLC$274M
- Clearstead Advisors, LLC$255M
Largest trims
- BANK OF AMERICA CORP /DE/$181M
- Klaas Financial Asset Advisors, LLC$47M
- Envestnet Portfolio Solutions, Inc.$26M
- Valpey Financial Services, LLC$11M
- Orion Porfolio Solutions, LLC$10M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 49,630,091 | $4.1B | 18.0% | 2026-Q1 |
| BlackRock, Inc. added | 23,909,388 | $2.0B | 8.7% | 2026-Q1 |
| Creative Planning added | 19,092,951 | $1.6B | 6.9% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 16,561,195 | $1.4B | 6.0% | 2026-Q1 |
| BANK OF KOREA added | 14,003,997 | $1.2B | 5.1% | 2026-Q1 |
| MORGAN STANLEY added | 13,293,015 | $1.1B | 4.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 13,142,459 | $1.1B | 4.8% | 2026-Q1 |
| SEI INVESTMENTS CO added | 12,439,499 | $1.0B | 4.5% | 2026-Q1 |
| Richard Bernstein Advisors LLC new | 6,178,128 | $516M | 2.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,697,125 | $476M | 2.1% | 2026-Q1 |
| CITIGROUP INC added | 5,562,808 | $465M | 2.0% | 2026-Q1 |
| Cerity Partners LLC added | 5,458,824 | $456M | 2.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 4,628,401 | $375M | 1.6% | 2026-Q1 |
| Horizon Investments, LLC added | 4,064,751 | $340M | 1.5% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 3,779,896 | $316M | 1.4% | 2026-Q1 |
| Focus Partners Wealth added | 3,524,524 | $295M | 1.3% | 2026-Q1 |
| Savant Capital, LLC added | 3,294,618 | $275M | 1.2% | 2026-Q1 |
| Bank of Finland | 3,254,031 | $272M | 1.2% | 2026-Q1 |
| Cetera Investment Advisers added | 3,109,957 | $260M | 1.1% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co trimmed | 3,084,815 | $258M | 1.1% | 2026-Q1 |
| Clearstead Advisors, LLC added | 3,053,125 | $255M | 1.1% | 2026-Q1 |
| BESSEMER GROUP INC added | 2,760,114 | $231M | 1.0% | 2026-Q1 |
| Auto-Owners Insurance Co trimmed | 2,598,000 | $217M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,019,870 | $169M | 0.7% | 2026-Q1 |
| LPL Financial LLC added | 1,835,423 | $153M | 0.7% | 2026-Q1 |
| UBS Group AG added | 1,815,864 | $152M | 0.7% | 2026-Q1 |
| ASSETMARK, INC added | 1,714,721 | $143M | 0.6% | 2026-Q1 |
| First Command Advisory Services, Inc. added | 1,668,425 | $139M | 0.6% | 2026-Q1 |
| MCF Advisors LLC added | 1,624,893 | $136M | 0.6% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 1,464,742 | $122M | 0.5% | 2026-Q1 |
| Capital Asset Advisory Services LLC trimmed | 1,298,019 | $116M | 0.5% | 2026-Q1 |
| TFC Financial Management, Inc. trimmed | 1,371,889 | $115M | 0.5% | 2026-Q1 |
| Empowered Funds, LLC added | 1,290,231 | $108M | 0.5% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 1,281,026 | $107M | 0.5% | 2026-Q1 |
| DAVIDSON INVESTMENT ADVISORS added | 1,553,920 | $107M | 0.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,166,486 | $97M | 0.4% | 2026-Q1 |
| NIXON PEABODY TRUST CO trimmed | 1,090,736 | $91M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 937,195 | $78M | 0.3% | 2026-Q1 |
| Main Management ETF Advisors, LLC added | 926,308 | $77M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 898,464 | $75M | 0.3% | 2026-Q1 |
| Foster Group, Inc. trimmed | 775,736 | $65M | 0.3% | 2026-Q1 |
| Wealthspire Retirement, LLC added | 762,690 | $64M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 679,524 | $57M | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 661,077 | $55M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 657,329 | $55M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 653,949 | $55M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 638,540 | $53M | 0.2% | 2026-Q1 |
| RIVERSEDGE ADVISORS, LLC trimmed | 628,470 | $53M | 0.2% | 2026-Q1 |
| Rock Creek Group LLC added | 606,193 | $51M | 0.2% | 2026-Q1 |
| Starr Indemnity & Liability Co | 606,060 | $51M | 0.2% | 2026-Q1 |
| AMARILLO NATIONAL BANK trimmed | 601,586 | $50M | 0.2% | 2026-Q1 |
| ESL Trust Services, LLC new | 564,751 | $47M | 0.2% | 2026-Q1 |
| Arrow Financial Corp added | 558,240 | $47M | 0.2% | 2026-Q1 |
| Cornerstone Wealth Group, LLC added | 523,253 | $46M | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 496,389 | $41M | 0.2% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 488,968 | $41M | 0.2% | 2026-Q1 |
| Standpoint Asset Management, LLC trimmed | 454,100 | $38M | 0.2% | 2026-Q1 |
| Stockman Wealth Management, Inc. added | 447,091 | $37M | 0.2% | 2026-Q1 |
| NEW ENGLAND ASSET MANAGEMENT INC added | 440,960 | $37M | 0.2% | 2026-Q1 |
| DDFG, Inc added | 424,183 | $35M | 0.2% | 2026-Q1 |
| FMR LLC trimmed | 420,716 | $35M | 0.2% | 2026-Q1 |
| Veery Capital, LLC added | 419,077 | $35M | 0.2% | 2026-Q1 |
| AAF Wealth Management, LLC trimmed | 410,122 | $34M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 404,723 | $34M | 0.1% | 2026-Q1 |
| Hi-Line Capital Management, LLC added | 395,579 | $33M | 0.1% | 2026-Q1 |
| C V STARR & CO INC | 378,787 | $32M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 371,900 | $31M | 0.1% | 2026-Q1 |
| PRUDENT INVESTORS NETWORK, INC. added | 370,656 | $31M | 0.1% | 2026-Q1 |
| World Investment Advisors added | 366,623 | $31M | 0.1% | 2026-Q1 |
| Sterling Capital Management LLC trimmed | 358,663 | $30M | 0.1% | 2026-Q1 |
| BSW Wealth Partners added | 342,034 | $29M | 0.1% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 313,226 | $27M | 0.1% | 2026-Q1 |
| MBL Wealth, LLC added | 301,018 | $25M | 0.1% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 295,771 | $25M | 0.1% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 286,655 | $24M | 0.1% | 2026-Q1 |
| Crestwood Advisors Group, LLC added | 279,919 | $23M | 0.1% | 2026-Q1 |
| Fortitude Family Office, LLC added | 278,399 | $23M | 0.1% | 2026-Q1 |
| Kondo Wealth Advisors, Inc. added | 277,303 | $23M | 0.1% | 2026-Q1 |
| Retirement Management Systems Inc. added | 267,895 | $22M | 0.1% | 2026-Q1 |
| Aerodigm Wealth, LLC added | 267,257 | $22M | 0.1% | 2026-Q1 |
| FIRST NATIONAL BANK SIOUX FALLS added | 247,915 | $22M | 0.1% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 258,999 | $22M | 0.1% | 2026-Q1 |
| Financial Advisors Network, Inc. added | 246,173 | $21M | 0.1% | 2026-Q1 |
| Allegiance Financial Group Advisory Services LLC added | 244,628 | $20M | 0.1% | 2026-Q1 |
| NORTHWEST WEALTH MANAGEMENT, LLC added | 244,510 | $20M | 0.1% | 2026-Q1 |
| Mueller Wealth, LLC added | 242,742 | $20M | 0.1% | 2026-Q1 |
| Vision Capital Management, Inc. trimmed | 241,135 | $20M | 0.1% | 2026-Q1 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV new | 240,714 | $20M | 0.1% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 236,624 | $20M | 0.1% | 2026-Q1 |
| Columbus Macro, LLC trimmed | 239,233 | $20M | 0.1% | 2026-Q1 |
| SECURIAN ASSET MANAGEMENT, INC | 236,229 | $20M | 0.1% | 2026-Q1 |
| ABLE Financial Group, LLC added | 225,035 | $19M | 0.1% | 2026-Q1 |
| Global Strategic Investment Solutions, LLC trimmed | 224,645 | $19M | 0.1% | 2026-Q1 |
| Heritage Financial Services, LLC added | 3,278,313 | $270M | 1.2% | 2025-Q4 stale |
| Clarius Group, LLC added | 1,493,767 | $123M | 0.5% | 2025-Q4 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 1,304,921 | $108M | 0.5% | 2025-Q4 stale |
| CCM INVESTMENT GROUP, LLC added | 1,435,325 | $100M | 0.4% | 2025-Q1 stale |
| Litman Gregory Wealth Management LLC trimmed | 1,195,549 | $99M | 0.4% | 2025-Q4 stale |
| BANK HAPOALIM BM | 320,400 | $26M | 0.1% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC trimmed | 274,429 | $22M | 0.1% | 2025-Q3 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.