Who owns IDN (IDN)
Which tracked institutional funds hold IDN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IDN 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
13 tracked funds added or opened IDN while 11 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
IDN’s largest tracked holder by dollar value, Bleichroeder LP, sizes it at 2.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IDN 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 74 tracked filers holding IDN, 42 increased or opened the position and 40 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 IDN 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 3
- VANGUARD CAPITAL MANAGEMENT LLC$6M
- VANGUARD FIDUCIARY TRUST CO$854K
- CIBC Bancorp USA Inc.$536K
Full exits 3
- VANGUARD GROUP INC$7M
- Topline Capital Management, LLC$5M
- Informed Momentum Co LLC$1M
Largest adds
- AIGH Capital Management LLC$2M
- ESSEX INVESTMENT MANAGEMENT CO LLC$2M
- Bleichroeder LP$643K
- MARSHALL WACE, LLP$626K
- Legato Capital Management LLC$482K
- RENAISSANCE TECHNOLOGIES LLC$481K
Largest trims
- JANE STREET GROUP, LLC$1M
- HERALD INVESTMENT MANAGEMENT Ltd$773K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$705K
- TWO SIGMA INVESTMENTS, LP$618K
- CITADEL ADVISORS LLC$556K
- GOLDMAN SACHS GROUP INC$426K
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 |
|---|---|---|---|---|
| Bleichroeder LP | 2,073,583 | $14M | 15.4% | 2026-Q1 |
| AIGH Capital Management LLC added | 1,517,249 | $11M | 11.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 922,837 | $6M | 6.9% | 2026-Q1 |
| HERALD INVESTMENT MANAGEMENT Ltd trimmed | 819,816 | $6M | 6.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 545,382 | $4M | 4.1% | 2026-Q1 |
| ESSEX INVESTMENT MANAGEMENT CO LLC added | 537,842 | $4M | 4.0% | 2026-Q1 |
| Clear Harbor Asset Management, LLC trimmed | 512,529 | $4M | 3.8% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 485,835 | $3M | 3.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 264,456 | $2M | 2.0% | 2026-Q1 |
| Wilkinson Global Asset Management LLC added | 242,478 | $2M | 1.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 223,158 | $2M | 1.7% | 2026-Q1 |
| SEI INVESTMENTS CO added | 175,210 | $1M | 1.3% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 168,701 | $1M | 1.3% | 2026-Q1 |
| Legato Capital Management LLC added | 168,038 | $1M | 1.3% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 122,135 | $854K | 0.9% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC | 116,154 | $812K | 0.9% | 2026-Q1 |
| Squarepoint Ops LLC added | 112,524 | $787K | 0.8% | 2026-Q1 |
| STATE STREET CORP added | 109,805 | $768K | 0.8% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 109,331 | $764K | 0.8% | 2026-Q1 |
| BlackRock, Inc. added | 105,339 | $736K | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 94,994 | $664K | 0.7% | 2026-Q1 |
| ARS Investment Partners, LLC trimmed | 94,151 | $658K | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 90,000 | $629K | 0.7% | 2026-Q1 |
| Trexquant Investment LP added | 87,632 | $613K | 0.7% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 76,693 | $536K | 0.6% | 2026-Q1 |
| 683 Capital Management, LLC trimmed | 70,000 | $489K | 0.5% | 2026-Q1 |
| Centiva Capital, LP new | 59,972 | $419K | 0.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 55,419 | $387K | 0.4% | 2026-Q1 |
| Hillsdale Investment Management Inc. trimmed | 54,000 | $377K | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 53,948 | $377K | 0.4% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 51,609 | $361K | 0.4% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 50,552 | $353K | 0.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 49,109 | $343K | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 46,499 | $325K | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 46,342 | $324K | 0.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 42,967 | $300K | 0.3% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP trimmed | 40,734 | $285K | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 37,262 | $260K | 0.3% | 2026-Q1 |
| OXFORD ASSET MANAGEMENT LLP new | 34,864 | $244K | 0.3% | 2026-Q1 |
| Cassaday & Co Wealth Management LLC | 34,530 | $241K | 0.3% | 2026-Q1 |
| Virtu Financial LLC trimmed | 29,123 | $204K | 0.2% | 2026-Q1 |
| NAVELLIER & ASSOCIATES INC new | 25,470 | $178K | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 25,400 | $178K | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP added | 23,512 | $164K | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 21,873 | $152K | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 19,500 | $137K | 0.1% | 2026-Q1 |
| Quadrature Capital Ltd trimmed | 19,557 | $137K | 0.1% | 2026-Q1 |
| Scientech Research LLC new | 19,339 | $135K | 0.1% | 2026-Q1 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 14,082 | $113K | 0.1% | 2026-Q1 |
| AXQ CAPITAL, LP new | 13,548 | $95K | 0.1% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC new | 12,969 | $91K | 0.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 12,962 | $91K | 0.1% | 2026-Q1 |
| Catalyst Funds Management Pty Ltd new | 12,100 | $85K | 0.1% | 2026-Q1 |
| BEACON INVESTMENT ADVISORS LLC | 11,926 | $83K | 0.1% | 2026-Q1 |
| BARCLAYS PLC added | 10,767 | $75K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 6,425 | $45K | 0.0% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 6,422 | $45K | 0.0% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 5,359 | $37K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 3,934 | $27K | 0.0% | 2026-Q1 |
| BFSG, LLC | 3,000 | $21K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 1,901 | $13K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 1,622 | $11K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 1,350 | $9K | 0.0% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 1,247 | $9K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 650 | $5K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 500 | $3K | 0.0% | 2026-Q1 |
| Caitong International Asset Management Co., Ltd new | 353 | $2K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 1,033,568 | $7M | 7.4% | 2025-Q4 stale |
| Topline Capital Management, LLC trimmed | 761,026 | $5M | 5.4% | 2025-Q4 stale |
| Garden State Investment Advisory Services LLC | 257,357 | $1M | 1.5% | 2025-Q2 stale |
| Informed Momentum Co LLC trimmed | 151,046 | $1M | 1.1% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 74,338 | $497K | 0.5% | 2025-Q4 stale |
| OMERS ADMINISTRATION Corp added | 56,400 | $377K | 0.4% | 2025-Q4 stale |
| CAPTRUST FINANCIAL ADVISORS trimmed | 51,045 | $341K | 0.4% | 2025-Q4 stale |
| GWN SECURITIES INC. new | 46,407 | $310K | 0.3% | 2025-Q4 stale |
| XTX Topco Ltd added | 45,085 | $301K | 0.3% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC trimmed | 56,789 | $295K | 0.3% | 2025-Q3 stale |
| Integrated Quantitative Investments LLC new | 47,108 | $245K | 0.3% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 36,600 | $244K | 0.3% | 2025-Q4 stale |
| Qube Research & Technologies Ltd added | 21,718 | $145K | 0.2% | 2025-Q4 stale |
| RMR Capital Management, LLC | 35,550 | $108K | 0.1% | 2025-Q1 stale |
| Journey Advisory Group, LLC new | 35,357 | $107K | 0.1% | 2025-Q1 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 15,804 | $106K | 0.1% | 2025-Q4 stale |
| Lighthouse Investment Partners, LLC new | 15,240 | $102K | 0.1% | 2025-Q4 stale |
| Jump Financial, LLC trimmed | 14,800 | $99K | 0.1% | 2025-Q4 stale |
| Point72 Asset Management, L.P. new | 13,829 | $92K | 0.1% | 2025-Q4 stale |
| Dynamic Technology Lab Private Ltd new | 17,375 | $91K | 0.1% | 2025-Q3 stale |
| Diversify Advisory Services, LLC trimmed | 13,233 | $78K | 0.1% | 2025-Q4 stale |
| Cutter & CO Brokerage, Inc. added | 25,500 | $77K | 0.1% | 2025-Q1 stale |
| PFG Investments, LLC new | 10,500 | $70K | 0.1% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 9,396 | $63K | 0.1% | 2025-Q4 stale |
| Creative Planning new | 12,050 | $63K | 0.1% | 2025-Q3 stale |
| Hilltop Holdings Inc. | 20,000 | $61K | 0.1% | 2025-Q1 stale |
| GROUP ONE TRADING LLC added | 9,908 | $52K | 0.1% | 2025-Q3 stale |
| BANK OF AMERICA CORP /DE/ added | 2,193 | $15K | 0.0% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC new | 2,550 | $14K | 0.0% | 2025-Q2 stale |
| TD Waterhouse Canada Inc. new | 1,000 | $5K | 0.0% | 2025-Q3 stale |
| Larson Financial Group LLC | 500 | $3K | 0.0% | 2025-Q3 stale |
| MAI Capital Management | 300 | $2K | 0.0% | 2025-Q4 stale |
| JONES FINANCIAL COMPANIES LLLP | 300 | $2K | 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.