Who owns IDOG
Which tracked institutional funds hold IDOG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IDOG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
13 tracked funds added or opened IDOG while 9 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
IDOG’s largest tracked holder by dollar value, MORGAN STANLEY, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IDOG 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 73 tracked filers holding IDOG, 42 increased or opened the position and 24 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 IDOG 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 2
- Kingsview Wealth Management, LLC$8M
- Advisors Preferred, LLC$564K
Full exits 3
- OLD MISSION CAPITAL LLC$2M
- Janney Montgomery Scott LLC$957K
- CWM, LLC$710K
Largest adds
- AMERIPRISE FINANCIAL INC$2M
- MGO ONE SEVEN LLC$2M
- UBS Group AG$1M
- JONES FINANCIAL COMPANIES LLLP$1M
- MORGAN STANLEY$752K
- WELLS FARGO & COMPANY/MN$685K
Largest trims
- JANE STREET GROUP, LLC$5M
- KESTRA PRIVATE WEALTH SERVICES, LLC$2M
- Avantax Planning Partners, Inc.$777K
- Mariner, LLC$625K
- ForthRight Wealth Management, LLC$426K
- CITADEL ADVISORS LLC$413K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,429,870 | $59M | 15.8% | 2026-Q2 |
| Avantax Planning Partners, Inc. trimmed | 929,340 | $38M | 10.2% | 2026-Q2 |
| Cetera Investment Advisers added | 879,240 | $36M | 9.7% | 2026-Q2 |
| Del-Sette Capital Management, LLC added | 450,638 | $19M | 5.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 355,861 | $15M | 3.9% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC trimmed | 352,141 | $15M | 3.9% | 2026-Q2 |
| Brady Martz Wealth Solutions, LLC trimmed | 340,690 | $14M | 3.8% | 2026-Q2 |
| LPL Financial LLC added | 326,199 | $13M | 3.6% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 322,431 | $13M | 3.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 299,324 | $12M | 3.3% | 2026-Q2 |
| UBS Group AG added | 298,824 | $12M | 3.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 284,398 | $12M | 3.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC new | 199,101 | $8M | 2.2% | 2026-Q2 |
| American Alpha Advisors, LLC added | 149,954 | $6M | 1.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 149,849 | $6M | 1.7% | 2026-Q2 |
| ForthRight Wealth Management, LLC trimmed | 127,526 | $5M | 1.4% | 2026-Q2 |
| Tenzing Financial LLC added | 125,047 | $5M | 1.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 115,699 | $5M | 1.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 107,314 | $4M | 1.2% | 2026-Q2 |
| ALPS ADVISORS INC | 97,965 | $4M | 1.1% | 2026-Q2 |
| CAHILL FINANCIAL ADVISORS INC added | 65,597 | $3M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 64,787 | $3M | 0.7% | 2026-Q2 |
| Genesee Capital Advisors, LLC added | 64,520 | $3M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 63,877 | $3M | 0.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 61,096 | $3M | 0.7% | 2026-Q2 |
| Payne Capital LLC added | 59,572 | $2M | 0.7% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 39,756 | $2M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 33,644 | $1M | 0.4% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 27,066 | $1M | 0.3% | 2026-Q2 |
| Fermata Advisors, LLC trimmed | 25,630 | $1M | 0.3% | 2026-Q2 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. added | 24,470 | $1M | 0.3% | 2026-Q2 |
| Stratos Investment Management, LLC added | 20,921 | $862K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 20,588 | $848K | 0.2% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 18,826 | $775K | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 17,650 | $727K | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 16,464 | $678K | 0.2% | 2026-Q2 |
| Fulton Bank, N.A. | 13,833 | $570K | 0.2% | 2026-Q2 |
| Advisors Preferred, LLC new | 13,598 | $564K | 0.2% | 2026-Q2 |
| Friday Financial | 11,444 | $476K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 11,249 | $463K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 10,533 | $434K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 10,120 | $417K | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 10,002 | $408K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 8,828 | $364K | 0.1% | 2026-Q2 |
| Regal Investment Advisors LLC trimmed | 8,795 | $362K | 0.1% | 2026-Q2 |
| Heritage Wealth Management, Inc. | 7,251 | $299K | 0.1% | 2026-Q2 |
| Avior Wealth Management, LLC | 6,960 | $287K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 5,593 | $230K | 0.1% | 2026-Q2 |
| HBK Sorce Advisory LLC new | 5,123 | $224K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 5,120 | $211K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 4,151 | $171K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 3,409 | $140K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 3,321 | $137K | 0.0% | 2026-Q2 |
| RMG Wealth Management LLC | 1,810 | $79K | 0.0% | 2026-Q2 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added | 1,822 | $75K | 0.0% | 2026-Q2 |
| FMR LLC added | 1,757 | $72K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 1,737 | $72K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 1,448 | $60K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 1,027 | $42K | 0.0% | 2026-Q2 |
| Basepoint Wealth LLC added | 968 | $40K | 0.0% | 2026-Q2 |
| Salomon & Ludwin, LLC | 705 | $29K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 648 | $27K | 0.0% | 2026-Q2 |
| TRUST CO OF VERMONT | 600 | $25K | 0.0% | 2026-Q2 |
| MCDONALD PARTNERS LLC new | 600 | $25K | 0.0% | 2026-Q2 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 400 | $16K | 0.0% | 2026-Q2 |
| Strategic Advocates LLC | 342 | $14K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 286 | $12K | 0.0% | 2026-Q2 |
| LifeSteps Financial, Inc. new | 185 | $8K | 0.0% | 2026-Q2 |
| Founders Capital Management | 69 | $3K | 0.0% | 2026-Q2 |
| HOEY INVESTMENTS, INC new | 63 | $3K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc | 48 | $2K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC | 48 | $2K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 11 | $461 | 0.0% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 38,369 | $2M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 22,971 | $957K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 17,057 | $710K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance new | 9,572 | $399K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 9,528 | $397K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| WealthBridge Capital Management, LLC new | 9,365 | $390K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Navis Wealth Advisors, LLC trimmed | 6,189 | $258K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Kohmann Bosshard Financial Services, LLC | 630 | $26K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC added | 480 | $20K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Parkside Financial Bank & Trust | 8 | $334 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 15,882 | $612K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 1,029 | $40K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| AlphaCore Capital LLC new | 310 | $12K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BlackRock, Inc. | 213 | $8K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Russell Investments Group, Ltd. new | 50 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FLOW TRADERS U.S. LLC trimmed | 30,553 | $1M | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Wealthspire Advisors, LLC new | 2,045 | $73K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Glass Jacobson Investment Advisors llc | 460 | $16K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Blue Trust, Inc. new | 60 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 809,108 | $27M | 7.3% | 2025-Q2 stale (4 quarters behind) |
| First Horizon Advisors, Inc. added | 135,357 | $5M | 1.2% | 2025-Q2 stale (4 quarters behind) |
| Wambolt & Associates, LLC trimmed | 8,350 | $284K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| PRIVATE TRUST CO NA trimmed | 821 | $28K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| BROWN BROTHERS HARRIMAN & CO new | 350 | $12K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.