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-Q2 13F filings (latest filed 2026-09-02). 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 2026-Q1 and 2026-Q2: 142 added or opened and 37 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 2026-Q1 and 2026-Q2, across 274 tracked filers holding IDMO, 209 increased or opened the position and 92 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 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 23
- NOMURA ASSET MANAGEMENT CO LTD$17M
- AAF Wealth Management, LLC$11M
- Simplicity Wealth,LLC$8M
- IFG Advisory, LLC$5M
- AssuredPartners Investment Advisors, LLC$4M
- Hennion & Walsh Asset Management, Inc.$3M
Full exits 25
- Cambridge Investment Research Advisors, Inc.$32M
- HighTower Advisors, LLC$31M
- CWM, LLC$30M
- McIlrath & Eck, LLC$25M
- Ameritas Advisory Services, LLC$16M
- Janney Montgomery Scott LLC$12M
Largest adds
- LPL Financial LLC$96M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$40M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$27M
- Cetera Investment Advisers$22M
- GREAT VALLEY ADVISOR GROUP, INC.$17M
- OSAIC HOLDINGS, INC.$17M
Largest trims
- RFG Advisory, LLC$23M
- Avid Wealth Partners LLC$7M
- JPMORGAN CHASE & CO$6M
- Brookstone Capital Management$6M
- CITADEL ADVISORS LLC$3M
- Able Wealth Management LLC$1M
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 | 6,703,162 | $404M | 16.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 3,522,215 | $212M | 8.9% | 2026-Q2 |
| Cetera Investment Advisers added | 2,267,920 | $137M | 5.7% | 2026-Q2 |
| SHP Wealth Management added | 2,044,639 | $123M | 5.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,562,547 | $94M | 3.9% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 1,553,226 | $94M | 3.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,394,238 | $84M | 3.5% | 2026-Q2 |
| Equitable Holdings, Inc. added | 925,783 | $56M | 2.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 861,279 | $52M | 2.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 804,670 | $49M | 2.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 704,192 | $42M | 1.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 628,079 | $38M | 1.6% | 2026-Q2 |
| ADAMSBROWN WEALTH CONSULTANTS LLC added | 624,654 | $38M | 1.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 612,147 | $37M | 1.5% | 2026-Q2 |
| Drake & Associates, LLC added | 598,229 | $36M | 1.5% | 2026-Q2 |
| PLANNING ALTERNATIVES LTD /ADV added | 503,718 | $30M | 1.3% | 2026-Q2 |
| Gratus Wealth Advisors, LLC added | 470,420 | $28M | 1.2% | 2026-Q2 |
| MANCHESTER FINANCIAL INC added | 463,576 | $28M | 1.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 459,347 | $28M | 1.2% | 2026-Q2 |
| Modern Wealth Management, LLC added | 457,489 | $28M | 1.2% | 2026-Q2 |
| Retirement Management Systems Inc. added | 435,488 | $26M | 1.1% | 2026-Q2 |
| Whitaker-Myers Wealth Managers, LTD. added | 432,402 | $26M | 1.1% | 2026-Q2 |
| Rooted Wealth Advisors, Inc. added | 428,286 | $26M | 1.1% | 2026-Q2 |
| Insight Wealth Strategies, LLC added | 385,732 | $23M | 1.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 369,409 | $22M | 0.9% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 344,938 | $21M | 0.9% | 2026-Q2 |
| AFFINITY WEALTH LLC added | 341,315 | $21M | 0.9% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 340,977 | $21M | 0.9% | 2026-Q2 |
| D'Orazio & Associates, Inc. added | 321,925 | $19M | 0.8% | 2026-Q2 |
| Three Cord True Wealth Management, LLC added | 313,992 | $19M | 0.8% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 285,327 | $17M | 0.7% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD new | 279,800 | $17M | 0.7% | 2026-Q2 |
| Bucket List Wealth Management, LLC added | 253,224 | $15M | 0.6% | 2026-Q2 |
| Clark Wealth Partners added | 239,167 | $14M | 0.6% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 237,623 | $14M | 0.6% | 2026-Q2 |
| Kovack Advisors, Inc. added | 237,623 | $14M | 0.6% | 2026-Q2 |
| StoneCrest Wealth Management, Inc. trimmed | 224,418 | $14M | 0.6% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 224,057 | $14M | 0.6% | 2026-Q2 |
| Amplius Wealth Advisors, LLC added | 222,327 | $13M | 0.6% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 220,360 | $13M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 200,000 | $12M | 0.5% | 2026-Q2 |
| Cyr Financial Inc. added | 199,919 | $12M | 0.5% | 2026-Q2 |
| Per Stirling Capital Management, LLC. trimmed | 198,739 | $12M | 0.5% | 2026-Q2 |
| Segment Wealth Management, LLC added | 184,417 | $11M | 0.5% | 2026-Q2 |
| AAF Wealth Management, LLC new | 183,135 | $11M | 0.5% | 2026-Q2 |
| CPA Asset Management Group, LLC added | 176,931 | $11M | 0.4% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 174,816 | $11M | 0.4% | 2026-Q2 |
| Tidemark, LLC added | 174,610 | $11M | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 173,493 | $10M | 0.4% | 2026-Q2 |
| Welch Financial Planning, LLC added | 170,302 | $10M | 0.4% | 2026-Q2 |
| Dogwood Wealth Management LLC added | 160,272 | $10M | 0.4% | 2026-Q2 |
| Systelligence, LLC trimmed | 156,673 | $9M | 0.4% | 2026-Q2 |
| Trademark Financial Management, LLC added | 156,389 | $9M | 0.4% | 2026-Q2 |
| IFC & Insurance Marketing, Inc. added | 151,715 | $9M | 0.4% | 2026-Q2 |
| Hidden Cove Wealth Management, LLC added | 148,674 | $9M | 0.4% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 142,809 | $9M | 0.4% | 2026-Q2 |
| Simplicity Wealth,LLC new | 135,229 | $8M | 0.3% | 2026-Q2 |
| WealthCare Investment Partners, LLC trimmed | 131,304 | $8M | 0.3% | 2026-Q2 |
| SMITH, MOORE & CO. added | 128,251 | $8M | 0.3% | 2026-Q2 |
| Alpine Bank Wealth Management trimmed | 127,504 | $8M | 0.3% | 2026-Q2 |
| Legend Financial Advisors, Inc. trimmed | 124,008 | $7M | 0.3% | 2026-Q2 |
| Brookstone Capital Management trimmed | 119,574 | $7M | 0.3% | 2026-Q2 |
| Waverly Advisors, LLC added | 109,942 | $7M | 0.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 109,103 | $7M | 0.3% | 2026-Q2 |
| PERSPECTIVE WEALTH ADVISORS LLC added | 106,560 | $6M | 0.3% | 2026-Q2 |
| Horizon Investment Services, LLC added | 104,834 | $6M | 0.3% | 2026-Q2 |
| San Luis Wealth Advisors LLC added | 104,703 | $6M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 101,105 | $6M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 100,454 | $6M | 0.3% | 2026-Q2 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. added | 99,639 | $6M | 0.3% | 2026-Q2 |
| Sigma Planning Corp added | 94,459 | $6M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 91,400 | $6M | 0.2% | 2026-Q2 |
| Urban Wealth Management, LLC added | 84,462 | $5M | 0.2% | 2026-Q2 |
| Embree Financial Group added | 83,859 | $5M | 0.2% | 2026-Q2 |
| Performance Wealth Partners, LLC added | 83,189 | $5M | 0.2% | 2026-Q2 |
| &PARTNERS added | 79,807 | $5M | 0.2% | 2026-Q2 |
| Greenline Wealth Management LLC added | 78,441 | $5M | 0.2% | 2026-Q2 |
| Paladin Advisory Group, LLC added | 77,840 | $5M | 0.2% | 2026-Q2 |
| Cedar Wealth Management, LLC added | 76,766 | $5M | 0.2% | 2026-Q2 |
| IFG Advisory, LLC added | 75,772 | $5M | 0.2% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 73,891 | $4M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 72,011 | $4M | 0.2% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 70,398 | $4M | 0.2% | 2026-Q2 |
| CPWA, LLC added | 68,731 | $4M | 0.2% | 2026-Q2 |
| Professional Financial Advisors, LLC added | 68,552 | $4M | 0.2% | 2026-Q2 |
| Riverstone Advisors, LLC added | 68,484 | $4M | 0.2% | 2026-Q2 |
| Able Wealth Management LLC trimmed | 67,724 | $4M | 0.2% | 2026-Q2 |
| GTS SECURITIES LLC added | 67,491 | $4M | 0.2% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC new | 67,249 | $4M | 0.2% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 67,117 | $4M | 0.2% | 2026-Q2 |
| Marshall & Sterling Wealth Advisors Inc. trimmed | 63,204 | $4M | 0.2% | 2026-Q2 |
| KRAEMATON INVESTMENT ADVISORS, INC added | 62,634 | $4M | 0.2% | 2026-Q2 |
| PCG Wealth Advisors, LLC trimmed | 62,617 | $4M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 62,079 | $4M | 0.2% | 2026-Q2 |
| WJ Wealth Management, LLC trimmed | 61,478 | $4M | 0.2% | 2026-Q2 |
| RDA Financial Network added | 60,213 | $4M | 0.2% | 2026-Q2 |
| WPG Advisers, LLC added | 59,640 | $4M | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 58,937 | $4M | 0.1% | 2026-Q2 |
| Tempus Wealth Planning, LLC added | 56,380 | $3M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 55,788 | $3M | 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.