Who owns IDHQ (IDHQ)
Which tracked institutional funds hold IDHQ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IDHQ company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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 IDHQ is one-sided between 2025-Q4 and 2026-Q1: 27 added or opened and 5 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
IDHQ’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes IDHQ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IDHQ 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 118 tracked filers holding IDHQ, 77 increased or opened the position and 32 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 IDHQ 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 5
- Elevated Financial Group LLC$8M
- Destiny Wealth Partners, LLC$8M
- AssuredPartners Investment Advisors, LLC$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1M
- Independent Advisor Alliance$939K
Full exits 2
- PLANWISER FINANCIAL, LLC$1M
- Dentgroup LLC$834K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$43M
- Thrivent Financial for Lutherans$33M
- JANE STREET GROUP, LLC$9M
- OSAIC HOLDINGS, INC.$8M
- BANK OF AMERICA CORP /DE/$5M
- LPL Financial LLC$5M
Largest trims
- OmniStar Financial Group, Inc.$673K
- CIBC WORLD MARKET INC.$463K
- Cetera Investment Advisers$367K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 1,834,895 | $65M | 13.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,209,649 | $43M | 8.6% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 1,094,138 | $39M | 7.8% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 862,647 | $31M | 6.2% | 2026-Q1 |
| Cedar Wealth Management, LLC added | 821,923 | $29M | 5.9% | 2026-Q1 |
| MORGAN STANLEY added | 667,747 | $24M | 4.8% | 2026-Q1 |
| Berkeley, Inc added | 657,823 | $23M | 4.7% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 530,767 | $19M | 3.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 460,531 | $16M | 3.3% | 2026-Q1 |
| Chaney Capital Management, Inc. added | 393,759 | $14M | 2.8% | 2026-Q1 |
| Integrated Capital Management, LLC added | 369,816 | $13M | 2.6% | 2026-Q1 |
| Heck Capital Advisors, LLC trimmed | 315,309 | $11M | 2.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 284,188 | $10M | 2.0% | 2026-Q1 |
| BOS Asset Management, LLC trimmed | 239,550 | $8M | 1.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 238,118 | $8M | 1.7% | 2026-Q1 |
| Elevated Financial Group LLC new | 236,545 | $8M | 1.7% | 2026-Q1 |
| Destiny Wealth Partners, LLC new | 223,575 | $8M | 1.6% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 218,576 | $8M | 1.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 215,304 | $8M | 1.5% | 2026-Q1 |
| Well Done, LLC added | 214,430 | $8M | 1.5% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 157,505 | $6M | 1.1% | 2026-Q1 |
| Opes Wealth Management LLC added | 139,643 | $5M | 1.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 126,066 | $4M | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 119,751 | $4M | 0.9% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 113,830 | $4M | 0.8% | 2026-Q1 |
| Falcon Wealth Planning trimmed | 111,369 | $4M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 92,730 | $3M | 0.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 91,049 | $3M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 89,712 | $3M | 0.6% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 77,555 | $3M | 0.6% | 2026-Q1 |
| Breakwater Capital Group trimmed | 65,988 | $2M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 58,956 | $2M | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 55,907 | $2M | 0.4% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC new | 33,635 | $2M | 0.4% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 51,666 | $2M | 0.4% | 2026-Q1 |
| Legacy Financial Advisors, Inc. added | 51,573 | $2M | 0.4% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 49,473 | $2M | 0.4% | 2026-Q1 |
| 1900 WEALTH MANAGEMENT LLC added | 45,703 | $2M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 40,598 | $1M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 38,524 | $1M | 0.3% | 2026-Q1 |
| PERSPECTIVE WEALTH ADVISORS LLC added | 37,488 | $1M | 0.3% | 2026-Q1 |
| NorthStar Asset Management LLC /NJ/ added | 35,106 | $1M | 0.3% | 2026-Q1 |
| INTERACTIVE FINANCIAL ADVISORS, INC. trimmed | 28,181 | $997K | 0.2% | 2026-Q1 |
| Octavia Wealth Advisors, LLC trimmed | 27,757 | $982K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 26,606 | $941K | 0.2% | 2026-Q1 |
| Independent Advisor Alliance new | 26,553 | $939K | 0.2% | 2026-Q1 |
| Align Financial, LLC trimmed | 24,986 | $884K | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 24,810 | $878K | 0.2% | 2026-Q1 |
| OmniStar Financial Group, Inc. trimmed | 21,447 | $759K | 0.2% | 2026-Q1 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed | 20,761 | $734K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 20,180 | $714K | 0.1% | 2026-Q1 |
| MAI Capital Management added | 18,029 | $638K | 0.1% | 2026-Q1 |
| Meridian Financial Advisors, LLC added | 17,919 | $634K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 17,653 | $624K | 0.1% | 2026-Q1 |
| New Insight Wealth Advisors | 17,357 | $614K | 0.1% | 2026-Q1 |
| KWB Wealth | 16,581 | $583K | 0.1% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 14,663 | $519K | 0.1% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC added | 13,431 | $475K | 0.1% | 2026-Q1 |
| Financial Partners Group, Inc new | 7,543 | $414K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 11,580 | $410K | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC new | 11,210 | $397K | 0.1% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 10,624 | $376K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 10,424 | $369K | 0.1% | 2026-Q1 |
| Ballast Rock Private Wealth LLC | 10,345 | $366K | 0.1% | 2026-Q1 |
| Ullmann Wealth Partners Group, LLC added | 10,024 | $355K | 0.1% | 2026-Q1 |
| Madison Wealth Partners, Inc added | 9,868 | $349K | 0.1% | 2026-Q1 |
| Mariner, LLC new | 9,090 | $322K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 9,021 | $317K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 8,665 | $306K | 0.1% | 2026-Q1 |
| Paladin Advisory Group, LLC new | 8,627 | $305K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 8,464 | $299K | 0.1% | 2026-Q1 |
| Centerpoint Advisory Group | 8,347 | $295K | 0.1% | 2026-Q1 |
| Sterling Financial Planning, Inc. trimmed | 7,932 | $281K | 0.1% | 2026-Q1 |
| MEITAV INVESTMENT HOUSE LTD trimmed | 7,949 | $280K | 0.1% | 2026-Q1 |
| Maia Wealth LLC | 7,836 | $277K | 0.1% | 2026-Q1 |
| Avise Financial Cooperative, Inc. added | 7,794 | $276K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 7,473 | $270K | 0.1% | 2026-Q1 |
| MATAURO, LLC added | 6,962 | $246K | 0.0% | 2026-Q1 |
| McKinley Carter Wealth Services, Inc. trimmed | 6,670 | $236K | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 6,607 | $234K | 0.0% | 2026-Q1 |
| Delta Investment Management, LLC trimmed | 6,373 | $225K | 0.0% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 6,320 | $224K | 0.0% | 2026-Q1 |
| Leo Wealth, LLC trimmed | 6,314 | $223K | 0.0% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. added | 266,910 | $9M | 1.8% | 2025-Q2 stale |
| OLD MISSION CAPITAL LLC added | 92,601 | $3M | 0.6% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC trimmed | 76,152 | $2M | 0.5% | 2025-Q1 stale |
| Park Edge Advisors, LLC trimmed | 59,670 | $2M | 0.4% | 2025-Q3 stale |
| Vertex Planning Partners, LLC added | 37,390 | $1M | 0.3% | 2025-Q3 stale |
| PLANWISER FINANCIAL, LLC new | 30,679 | $1M | 0.2% | 2025-Q4 stale |
| Dentgroup LLC trimmed | 23,723 | $834K | 0.2% | 2025-Q4 stale |
| Financial Advocates Investment Management added | 17,890 | $590K | 0.1% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 13,878 | $458K | 0.1% | 2025-Q2 stale |
| Fisher Asset Management, LLC new | 13,414 | $442K | 0.1% | 2025-Q2 stale |
| Edge Financial Advisors LLC added | 9,646 | $339K | 0.1% | 2025-Q4 stale |
| Jacksonville Wealth Management, LLC new | 9,170 | $322K | 0.1% | 2025-Q4 stale |
| Orion Porfolio Solutions, LLC new | 9,441 | $283K | 0.1% | 2025-Q1 stale |
| Orion Portfolio Solutions, LLC new | 9,441 | $283K | 0.1% | 2025-Q1 stale |
| Cascades Capital Asset Management, LLC added | 7,212 | $238K | 0.0% | 2025-Q2 stale |
| Bulwark Capital Corp trimmed | 6,908 | $232K | 0.0% | 2025-Q3 stale |
| Delta Wealth Advisors LLC trimmed | 6,676 | $224K | 0.0% | 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.