Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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 2026-Q1 and 2026-Q2: 50 added or opened and 8 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 0.0% 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 2026-Q1 and 2026-Q2, across 119 tracked filers holding IDHQ, 61 increased or opened the position and 57 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 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 7
- Marks Group Wealth Management, Inc$14M
- EP Wealth Advisors, LLC$6M
- Legacy Wealth Partners, LLC$3M
- Wealth High Governance Asset Management Ltda.$2M
- Lighthouse Wealth Management Inc.$1M
- Cerity Partners LLC$648K
Full exits 7
- Thrivent Financial for Lutherans$39M
- Opes Wealth Management LLC$5M
- Cambridge Investment Research Advisors, Inc.$4M
- AssuredPartners Investment Advisors, LLC$2M
- Independent Advisor Alliance$939K
- Unique Wealth Strategies, LLC$788K
Largest adds
- KWB Wealth$23M
- LPL Financial LLC$19M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$16M
- Cedar Wealth Management, LLC$7M
- PRINCIPAL SECURITIES, INC.$7M
- OSAIC HOLDINGS, INC.$6M
Largest trims
- JANE STREET GROUP, LLC$7M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 1,929,261 | $84M | 14.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,341,835 | $59M | 9.9% | 2026-Q2 |
| Cedar Wealth Management, LLC added | 830,442 | $36M | 6.1% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 827,604 | $36M | 6.1% | 2026-Q2 |
| MORGAN STANLEY added | 682,386 | $30M | 5.0% | 2026-Q2 |
| Berkeley, Inc added | 664,929 | $29M | 4.9% | 2026-Q2 |
| KWB Wealth added | 542,925 | $24M | 4.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 519,665 | $23M | 3.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 515,296 | $23M | 3.8% | 2026-Q2 |
| Chaney Capital Management, Inc. added | 411,887 | $18M | 3.0% | 2026-Q2 |
| Integrated Capital Management, LLC added | 377,231 | $16M | 2.8% | 2026-Q2 |
| Marks Group Wealth Management, Inc new | 322,617 | $14M | 2.4% | 2026-Q2 |
| Heck Capital Advisors, LLC trimmed | 298,391 | $13M | 2.2% | 2026-Q2 |
| Elevated Financial Group LLC added | 261,428 | $11M | 1.9% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 244,324 | $11M | 1.8% | 2026-Q2 |
| BOS Asset Management, LLC trimmed | 239,408 | $10M | 1.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 233,756 | $10M | 1.7% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 230,779 | $10M | 1.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 230,478 | $10M | 1.7% | 2026-Q2 |
| Destiny Wealth Partners, LLC trimmed | 217,494 | $10M | 1.6% | 2026-Q2 |
| Well Done, LLC trimmed | 205,312 | $9M | 1.5% | 2026-Q2 |
| Cornerstone Wealth Management, LLC trimmed | 154,725 | $7M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 146,855 | $6M | 1.1% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 141,784 | $6M | 1.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 113,106 | $5M | 0.8% | 2026-Q2 |
| Falcon Wealth Planning trimmed | 107,492 | $5M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 94,855 | $4M | 0.7% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 93,380 | $4M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 90,548 | $4M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 89,650 | $4M | 0.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP | 77,555 | $3M | 0.6% | 2026-Q2 |
| Breakwater Capital Group trimmed | 65,396 | $3M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 60,800 | $3M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 58,864 | $3M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 55,032 | $2M | 0.4% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 54,062 | $2M | 0.4% | 2026-Q2 |
| Legacy Financial Advisors, Inc. added | 53,221 | $2M | 0.4% | 2026-Q2 |
| 1900 WEALTH MANAGEMENT LLC trimmed | 44,753 | $2M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 42,916 | $2M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 41,051 | $2M | 0.3% | 2026-Q2 |
| NorthStar Asset Management LLC /NJ/ added | 37,942 | $2M | 0.3% | 2026-Q2 |
| PERSPECTIVE WEALTH ADVISORS LLC trimmed | 37,246 | $2M | 0.3% | 2026-Q2 |
| Wealth High Governance Asset Management Ltda. new | 35,100 | $2M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 30,904 | $1M | 0.2% | 2026-Q2 |
| INTERACTIVE FINANCIAL ADVISORS, INC. trimmed | 28,039 | $1M | 0.2% | 2026-Q2 |
| Octavia Wealth Advisors, LLC trimmed | 27,732 | $1M | 0.2% | 2026-Q2 |
| Lighthouse Wealth Management Inc. new | 24,874 | $1M | 0.2% | 2026-Q2 |
| Align Financial, LLC trimmed | 24,854 | $1M | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 24,776 | $1M | 0.2% | 2026-Q2 |
| OmniStar Financial Group, Inc. added | 22,052 | $964K | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 21,338 | $933K | 0.2% | 2026-Q2 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 20,761 | $907K | 0.2% | 2026-Q2 |
| Meridian Financial Advisors, LLC added | 19,643 | $859K | 0.1% | 2026-Q2 |
| MAI Capital Management trimmed | 17,112 | $748K | 0.1% | 2026-Q2 |
| New Insight Wealth Advisors trimmed | 17,107 | $748K | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 15,878 | $694K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 15,032 | $657K | 0.1% | 2026-Q2 |
| Cerity Partners LLC new | 14,814 | $648K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 14,631 | $640K | 0.1% | 2026-Q2 |
| McKinley Carter Wealth Services, Inc. added | 12,870 | $563K | 0.1% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 12,428 | $543K | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP new | 12,226 | $534K | 0.1% | 2026-Q2 |
| Madison Wealth Partners, Inc added | 12,066 | $527K | 0.1% | 2026-Q2 |
| Paladin Advisory Group, LLC added | 11,941 | $522K | 0.1% | 2026-Q2 |
| Cascades Capital Asset Management, LLC added | 10,732 | $469K | 0.1% | 2026-Q2 |
| REGIONS FINANCIAL CORP new | 10,529 | $460K | 0.1% | 2026-Q2 |
| Ballast Rock Private Wealth LLC | 10,345 | $452K | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. trimmed | 10,167 | $444K | 0.1% | 2026-Q2 |
| Ullmann Wealth Partners Group, LLC added | 10,029 | $438K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 8,975 | $392K | 0.1% | 2026-Q2 |
| Centerpoint Advisory Group | 8,347 | $365K | 0.1% | 2026-Q2 |
| Sterling Financial Planning, Inc. added | 8,109 | $354K | 0.1% | 2026-Q2 |
| Maia Wealth LLC | 7,836 | $343K | 0.1% | 2026-Q2 |
| Avise Financial Cooperative, Inc. trimmed | 7,678 | $336K | 0.1% | 2026-Q2 |
| Valued Retirements, Inc. added | 7,555 | $330K | 0.1% | 2026-Q2 |
| FMR LLC added | 7,329 | $320K | 0.1% | 2026-Q2 |
| MATAURO, LLC added | 7,009 | $306K | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 6,760 | $295K | 0.0% | 2026-Q2 |
| MEITAV INVESTMENT HOUSE LTD trimmed | 6,487 | $283K | 0.0% | 2026-Q2 |
| Delta Investment Management, LLC | 6,373 | $279K | 0.0% | 2026-Q2 |
| Secure Asset Management, LLC added | 6,135 | $268K | 0.0% | 2026-Q2 |
| TBH Global Asset Management, LLC new | 5,880 | $257K | 0.0% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 5,788 | $253K | 0.0% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. trimmed | 5,744 | $251K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 5,656 | $247K | 0.0% | 2026-Q2 |
| HighPoint Advisor Group LLC new | 5,627 | $246K | 0.0% | 2026-Q2 |
| Chemistry Wealth Management LLC new | 5,075 | $222K | 0.0% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 5,066 | $221K | 0.0% | 2026-Q2 |
| Sovran Advisors, LLC trimmed | 4,772 | $207K | 0.0% | 2026-Q2 |
| True Wealth Design, LLC trimmed | 4,768 | $208K | 0.0% | 2026-Q2 |
| Csenge Advisory Group trimmed | 4,683 | $205K | 0.0% | 2026-Q2 |
| TCP Asset Management, LLC new | 4,648 | $203K | 0.0% | 2026-Q2 |
| Legacy Wealth Partners, LLC new | 4,526 | $3M | 0.6% | 2026-Q2 |
| Financial Perspectives, Inc | 4,220 | $184K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 4,049 | $177K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 3,913 | $171K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA trimmed | 3,804 | $166K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 3,653 | $159K | 0.0% | 2026-Q2 |
| IMA Advisory Services, Inc. new | 3,313 | $145K | 0.0% | 2026-Q2 |
| Medallion Wealth Advisors, LLC added | 1,743 | $164K | 0.0% | 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.