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-Q2 13F filings (latest filed 2026-08-18). 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 2026-Q1 and 2026-Q2: 253 added or opened and 64 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 1.3% of theirs — a 1.0pp 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 2026-Q1 and 2026-Q2, across 714 tracked filers holding IDEV, 397 increased or opened the position and 287 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 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 32
- Jupiter Topco LLC$246M
- JANE STREET GROUP, LLC$134M
- AXXCESS WEALTH MANAGEMENT, LLC$114M
- Conrad Siegel Investment Advisors, Inc.$33M
- Nearwater Capital Markets, Ltd$27M
- Aurdan Capital Management, LLC$16M
Full exits 35
- Richard Bernstein Advisors LLC$516M
- BESSEMER GROUP INC$231M
- Main Management ETF Advisors, LLC$77M
- HighTower Advisors, LLC$55M
- Cambridge Investment Research Advisors, Inc.$31M
- FDx Advisors, Inc.$15M
Largest adds
- BANK OF AMERICA CORP /DE/$468M
- BlackRock, Inc.$423M
- PNC Financial Services Group, Inc.$279M
- MORGAN STANLEY$146M
- GLENMEDE TRUST CO NA$142M
- SEI INVESTMENTS CO$116M
Largest trims
- BANK OF KOREA$168M
- Clearstead Advisors, LLC$108M
- DAVIDSON INVESTMENT ADVISORS$106M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$24M
- CITIGROUP INC$20M
- Beacon Pointe Advisors, LLC$20M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 51,849,271 | $4.6B | 19.1% | 2026-Q2 |
| BlackRock, Inc. added | 27,205,486 | $2.4B | 10.0% | 2026-Q2 |
| Creative Planning trimmed | 18,754,418 | $1.7B | 6.9% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 18,680,588 | $1.7B | 6.9% | 2026-Q2 |
| MORGAN STANLEY added | 14,125,260 | $1.3B | 5.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 12,986,639 | $1.2B | 4.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 12,759,885 | $1.1B | 4.8% | 2026-Q2 |
| BANK OF KOREA trimmed | 11,259,397 | $1.0B | 4.2% | 2026-Q2 |
| Cerity Partners LLC added | 6,375,948 | $568M | 2.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,733,645 | $510M | 2.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 4,999,266 | $445M | 1.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 4,813,450 | $427M | 1.8% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 4,004,183 | $356M | 1.5% | 2026-Q2 |
| Focus Partners Wealth added | 3,721,879 | $331M | 1.4% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 3,627,322 | $323M | 1.3% | 2026-Q2 |
| Savant Capital, LLC added | 3,499,288 | $312M | 1.3% | 2026-Q2 |
| Bank of Finland added | 3,302,434 | $294M | 1.2% | 2026-Q2 |
| Cetera Investment Advisers added | 3,295,103 | $293M | 1.2% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co trimmed | 3,082,892 | $274M | 1.1% | 2026-Q2 |
| Jupiter Topco LLC new | 2,758,894 | $246M | 1.0% | 2026-Q2 |
| Auto-Owners Insurance Co trimmed | 2,412,000 | $215M | 0.9% | 2026-Q2 |
| MCF Advisors LLC added | 2,228,297 | $198M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,088,837 | $186M | 0.8% | 2026-Q2 |
| LPL Financial LLC added | 2,064,106 | $184M | 0.8% | 2026-Q2 |
| First Command Advisory Services, Inc. added | 1,867,431 | $166M | 0.7% | 2026-Q2 |
| UBS Group AG trimmed | 1,767,038 | $157M | 0.7% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 1,648,519 | $147M | 0.6% | 2026-Q2 |
| ASSETMARK, INC trimmed | 1,640,074 | $146M | 0.6% | 2026-Q2 |
| GLENMEDE TRUST CO NA added | 1,604,510 | $143M | 0.6% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 1,563,907 | $139M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 1,502,478 | $134M | 0.6% | 2026-Q2 |
| TFC Financial Management, Inc. added | 1,377,805 | $123M | 0.5% | 2026-Q2 |
| Capital Asset Advisory Services LLC trimmed | 1,286,823 | $115M | 0.5% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 1,282,419 | $114M | 0.5% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 1,275,964 | $114M | 0.5% | 2026-Q2 |
| NIXON PEABODY TRUST CO added | 1,106,955 | $99M | 0.4% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 979,686 | $87M | 0.4% | 2026-Q2 |
| Mariner, LLC added | 946,087 | $84M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 919,494 | $82M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 830,678 | $74M | 0.3% | 2026-Q2 |
| Foster Group, Inc. added | 789,394 | $70M | 0.3% | 2026-Q2 |
| Wealthspire Retirement, LLC added | 777,307 | $70M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 672,551 | $60M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 665,118 | $59M | 0.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 664,418 | $59M | 0.2% | 2026-Q2 |
| RIVERSEDGE ADVISORS, LLC added | 661,655 | $59M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 661,030 | $59M | 0.2% | 2026-Q2 |
| Starr Indemnity & Liability Co | 606,060 | $54M | 0.2% | 2026-Q2 |
| AMARILLO NATIONAL BANK added | 602,848 | $54M | 0.2% | 2026-Q2 |
| Arrow Financial Corp added | 567,490 | $51M | 0.2% | 2026-Q2 |
| ESL Trust Services, LLC | 564,751 | $50M | 0.2% | 2026-Q2 |
| Cornerstone Wealth Group, LLC added | 559,664 | $50M | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 536,680 | $48M | 0.2% | 2026-Q2 |
| FMR LLC added | 515,938 | $46M | 0.2% | 2026-Q2 |
| Rock Creek Group LLC trimmed | 513,785 | $46M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 493,443 | $44M | 0.2% | 2026-Q2 |
| Standpoint Asset Management, LLC added | 472,600 | $42M | 0.2% | 2026-Q2 |
| NEW ENGLAND ASSET MANAGEMENT INC added | 445,140 | $40M | 0.2% | 2026-Q2 |
| Stockman Wealth Management, Inc. trimmed | 438,997 | $39M | 0.2% | 2026-Q2 |
| Veery Capital, LLC added | 433,737 | $39M | 0.2% | 2026-Q2 |
| Hi-Line Capital Management, LLC added | 419,487 | $37M | 0.2% | 2026-Q2 |
| AAF Wealth Management, LLC trimmed | 408,779 | $36M | 0.2% | 2026-Q2 |
| DDFG, Inc trimmed | 404,354 | $36M | 0.1% | 2026-Q2 |
| PRUDENT INVESTORS NETWORK, INC. added | 400,802 | $36M | 0.1% | 2026-Q2 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV added | 388,432 | $35M | 0.1% | 2026-Q2 |
| C V STARR & CO INC | 378,787 | $34M | 0.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 374,293 | $33M | 0.1% | 2026-Q2 |
| Conrad Siegel Investment Advisors, Inc. new | 367,270 | $33M | 0.1% | 2026-Q2 |
| World Investment Advisors trimmed | 366,579 | $31M | 0.1% | 2026-Q2 |
| BSW Wealth Partners trimmed | 336,665 | $30M | 0.1% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 325,273 | $29M | 0.1% | 2026-Q2 |
| MBL Wealth, LLC added | 312,873 | $28M | 0.1% | 2026-Q2 |
| Fortitude Family Office, LLC added | 306,418 | $27M | 0.1% | 2026-Q2 |
| Crestwood Advisors Group, LLC added | 302,361 | $27M | 0.1% | 2026-Q2 |
| Nearwater Capital Markets, Ltd new | 300,000 | $27M | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC added | 298,584 | $27M | 0.1% | 2026-Q2 |
| Retirement Management Systems Inc. added | 290,113 | $26M | 0.1% | 2026-Q2 |
| Kondo Wealth Advisors, Inc. added | 288,994 | $26M | 0.1% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 288,552 | $26M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 285,883 | $25M | 0.1% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 284,074 | $25M | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 277,046 | $25M | 0.1% | 2026-Q2 |
| Aerodigm Wealth, LLC added | 274,303 | $24M | 0.1% | 2026-Q2 |
| Mueller Wealth, LLC added | 270,659 | $24M | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 268,737 | $24M | 0.1% | 2026-Q2 |
| Allegiance Financial Group Advisory Services LLC added | 267,531 | $24M | 0.1% | 2026-Q2 |
| ABLE Financial Group, LLC added | 264,255 | $24M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 264,081 | $24M | 0.1% | 2026-Q2 |
| Financial Advisors Network, Inc. added | 259,897 | $23M | 0.1% | 2026-Q2 |
| NORTHWEST WEALTH MANAGEMENT, LLC added | 258,286 | $23M | 0.1% | 2026-Q2 |
| Convergence Financial, LLC added | 253,880 | $23M | 0.1% | 2026-Q2 |
| FIRST NATIONAL BANK SIOUX FALLS | 247,915 | $22M | 0.1% | 2026-Q2 |
| Sovereign Investment Advisors, LLC added | 245,035 | $22M | 0.1% | 2026-Q2 |
| Columbus Macro, LLC added | 242,353 | $22M | 0.1% | 2026-Q2 |
| Vision Capital Management, Inc. trimmed | 238,266 | $21M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 237,146 | $21M | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 236,893 | $21M | 0.1% | 2026-Q2 |
| SECURIAN ASSET MANAGEMENT, INC trimmed | 231,229 | $21M | 0.1% | 2026-Q2 |
| Global Strategic Investment Solutions, LLC added | 227,080 | $20M | 0.1% | 2026-Q2 |
| Relyea Zuckerberg Hanson LLC added | 221,366 | $20M | 0.1% | 2026-Q2 |
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.