Who owns IDMO
Which tracked institutional funds hold IDMO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IDMO company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 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 IDMO is one-sided between 2025-Q4 and 2026-Q1: 114 added or opened and 30 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
IDMO’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.8% of theirs — a 0.7pp gap the other way — the median holder sizes IDMO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IDMO 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 266 tracked filers holding IDMO, 217 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 IDMO 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 20
- PLANNING ALTERNATIVES LTD /ADV$26M
- Gratus Wealth Advisors, LLC$25M
- IFC & Insurance Marketing, Inc.$8M
- Hidden Cove Wealth Management, LLC$7M
- Baird Financial Group, Inc.$6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$5M
Full exits 13
- CORE WEALTH ADVISORS, LLC$15M
- Thrivent Financial for Lutherans$13M
- Sonoma Allocations LLC$11M
- ORG Partners LLC$11M
- IFG Advisory, LLC$4M
- PLANWISER FINANCIAL, LLC$2M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$98M
- SHP Wealth Management$62M
- LPL Financial LLC$56M
- RAYMOND JAMES FINANCIAL INC$28M
- Cetera Investment Advisers$28M
- BANK OF AMERICA CORP /DE/$24M
Largest trims
- JANE STREET GROUP, LLC$20M
- Western Wealth Management, LLC$5M
- Able Wealth Management LLC$5M
- WESPAC Advisors, LLC$3M
- Kovack Advisors, Inc.$2M
- WJ Wealth Management, LLC$2M
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 | 5,622,508 | $308M | 14.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 3,134,630 | $172M | 8.1% | 2026-Q1 |
| Cetera Investment Advisers added | 2,098,429 | $115M | 5.4% | 2026-Q1 |
| SHP Wealth Management added | 2,003,953 | $110M | 5.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,489,189 | $82M | 3.9% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 1,391,524 | $76M | 3.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,034,380 | $57M | 2.7% | 2026-Q1 |
| Equitable Holdings, Inc. added | 725,092 | $40M | 1.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 719,986 | $39M | 1.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 636,482 | $35M | 1.7% | 2026-Q1 |
| ADAMSBROWN WEALTH CONSULTANTS LLC added | 594,609 | $33M | 1.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 576,873 | $32M | 1.5% | 2026-Q1 |
| RFG Advisory, LLC added | 570,425 | $31M | 1.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 565,325 | $31M | 1.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 559,915 | $31M | 1.5% | 2026-Q1 |
| Drake & Associates, LLC added | 548,555 | $30M | 1.4% | 2026-Q1 |
| CWM, LLC added | 538,915 | $30M | 1.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 535,605 | $29M | 1.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 513,249 | $28M | 1.3% | 2026-Q1 |
| PLANNING ALTERNATIVES LTD /ADV new | 482,978 | $26M | 1.3% | 2026-Q1 |
| Gratus Wealth Advisors, LLC new | 456,816 | $25M | 1.2% | 2026-Q1 |
| MANCHESTER FINANCIAL INC added | 456,012 | $25M | 1.2% | 2026-Q1 |
| McIlrath & Eck, LLC added | 455,519 | $25M | 1.2% | 2026-Q1 |
| Rooted Wealth Advisors, Inc. added | 379,170 | $23M | 1.1% | 2026-Q1 |
| Retirement Management Systems Inc. added | 405,406 | $22M | 1.1% | 2026-Q1 |
| Whitaker-Myers Wealth Managers, LTD. added | 397,723 | $22M | 1.0% | 2026-Q1 |
| Insight Wealth Strategies, LLC added | 368,510 | $20M | 1.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 358,079 | $20M | 0.9% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 319,921 | $18M | 0.8% | 2026-Q1 |
| Private Advisor Group, LLC added | 311,265 | $17M | 0.8% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 309,628 | $17M | 0.8% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 302,987 | $17M | 0.8% | 2026-Q1 |
| Three Cord True Wealth Management, LLC added | 290,011 | $16M | 0.8% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 285,535 | $16M | 0.7% | 2026-Q1 |
| D'Orazio & Associates, Inc. added | 283,681 | $16M | 0.7% | 2026-Q1 |
| Modern Wealth Management, LLC added | 248,014 | $14M | 0.7% | 2026-Q1 |
| Kovack Advisors, Inc. trimmed | 232,526 | $13M | 0.6% | 2026-Q1 |
| Clark Wealth Partners trimmed | 235,919 | $13M | 0.6% | 2026-Q1 |
| Brookstone Capital Management added | 232,809 | $13M | 0.6% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC added | 228,113 | $13M | 0.6% | 2026-Q1 |
| StoneCrest Wealth Management, Inc. added | 225,508 | $12M | 0.6% | 2026-Q1 |
| Bucket List Wealth Management, LLC added | 214,867 | $12M | 0.6% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 211,304 | $12M | 0.5% | 2026-Q1 |
| Per Stirling Capital Management, LLC. trimmed | 199,848 | $11M | 0.5% | 2026-Q1 |
| Amplius Wealth Advisors, LLC added | 191,793 | $11M | 0.5% | 2026-Q1 |
| Cyr Financial Inc. added | 189,714 | $10M | 0.5% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 188,820 | $10M | 0.5% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. added | 186,512 | $10M | 0.5% | 2026-Q1 |
| Avid Wealth Partners LLC added | 178,938 | $10M | 0.5% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 171,430 | $9M | 0.4% | 2026-Q1 |
| Tidemark, LLC added | 167,384 | $9M | 0.4% | 2026-Q1 |
| Systelligence, LLC trimmed | 165,135 | $9M | 0.4% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 162,458 | $9M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 155,104 | $9M | 0.4% | 2026-Q1 |
| Alpine Bank Wealth Management added | 149,097 | $8M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 152,876 | $8M | 0.4% | 2026-Q1 |
| Dogwood Wealth Management LLC added | 146,059 | $8M | 0.4% | 2026-Q1 |
| IFC & Insurance Marketing, Inc. new | 140,228 | $8M | 0.4% | 2026-Q1 |
| Trademark Financial Management, LLC added | 136,432 | $7M | 0.4% | 2026-Q1 |
| WealthCare Investment Partners, LLC added | 135,394 | $7M | 0.4% | 2026-Q1 |
| Legend Financial Advisors, Inc. added | 125,166 | $7M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 124,809 | $7M | 0.3% | 2026-Q1 |
| Hidden Cove Wealth Management, LLC new | 124,038 | $7M | 0.3% | 2026-Q1 |
| TruWealth Advisors, LLC added | 107,389 | $6M | 0.3% | 2026-Q1 |
| Welch Financial Planning, LLC added | 106,162 | $6M | 0.3% | 2026-Q1 |
| Atria Investments, Inc trimmed | 104,179 | $6M | 0.3% | 2026-Q1 |
| Able Wealth Management LLC trimmed | 101,568 | $6M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. new | 100,759 | $6M | 0.3% | 2026-Q1 |
| Horizon Investment Services, LLC added | 99,761 | $5M | 0.3% | 2026-Q1 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. trimmed | 97,225 | $5M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 96,087 | $5M | 0.2% | 2026-Q1 |
| Sigma Planning Corp added | 92,437 | $5M | 0.2% | 2026-Q1 |
| San Luis Wealth Advisors LLC added | 91,639 | $5M | 0.2% | 2026-Q1 |
| SMITH, MOORE & CO. added | 91,397 | $5M | 0.2% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 87,166 | $5M | 0.2% | 2026-Q1 |
| Capital Developers, LLC added | 87,146 | $5M | 0.2% | 2026-Q1 |
| Westwind Capital added | 86,711 | $5M | 0.2% | 2026-Q1 |
| USAdvisors Wealth Management, LLC added | 89,231 | $5M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 83,037 | $5M | 0.2% | 2026-Q1 |
| Urban Wealth Management, LLC added | 81,751 | $4M | 0.2% | 2026-Q1 |
| PERSPECTIVE WEALTH ADVISORS LLC added | 79,824 | $4M | 0.2% | 2026-Q1 |
| Paladin Advisory Group, LLC added | 76,339 | $4M | 0.2% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 70,473 | $4M | 0.2% | 2026-Q1 |
| CPWA, LLC new | 67,349 | $4M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 73,867 | $4M | 0.2% | 2026-Q1 |
| &PARTNERS added | 72,434 | $4M | 0.2% | 2026-Q1 |
| Greenline Wealth Management LLC added | 70,387 | $4M | 0.2% | 2026-Q1 |
| PCG Wealth Advisors, LLC added | 66,701 | $4M | 0.2% | 2026-Q1 |
| Marshall & Sterling Wealth Advisors Inc. added | 66,411 | $4M | 0.2% | 2026-Q1 |
| Professional Financial Advisors, LLC trimmed | 65,675 | $4M | 0.2% | 2026-Q1 |
| Performance Wealth Partners, LLC added | 65,375 | $4M | 0.2% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 64,580 | $4M | 0.2% | 2026-Q1 |
| CORE WEALTH ADVISORS, LLC new | 270,151 | $15M | 0.7% | 2025-Q4 stale |
| Thrivent Financial for Lutherans added | 235,919 | $13M | 0.6% | 2025-Q4 stale |
| Sonoma Allocations LLC added | 196,032 | $11M | 0.5% | 2025-Q4 stale |
| ORG Partners LLC added | 195,267 | $11M | 0.5% | 2025-Q4 stale |
| Mirae Asset Global Investments Co., Ltd. trimmed | 181,000 | $10M | 0.5% | 2025-Q3 stale |
| Arizona PSPRS Trust added | 103,868 | $5M | 0.3% | 2025-Q2 stale |
| IFG Advisory, LLC added | 65,674 | $4M | 0.2% | 2025-Q4 stale |
| Sowell Financial Services LLC new | 67,391 | $4M | 0.2% | 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.