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Institutional Ownership · SEC Form 13F

Who owns IDOG (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

73
Institutional holders
7,914,092
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on IDOG is one-sided between 2025-Q4 and 2026-Q1: 30 added or opened and 3 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

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 2025-Q4 and 2026-Q1, across 73 tracked filers holding IDOG, 38 increased or opened the position and 27 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 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

  • TRUIST FINANCIAL CORP$2M
  • Stratos Investment Management, LLC$823K
  • CITADEL ADVISORS LLC$643K

Full exits 1

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$612K

Largest adds

  • MGO ONE SEVEN LLC$11M
  • MORGAN STANLEY$4M
  • JANE STREET GROUP, LLC$3M
  • Avantax Planning Partners, Inc.$3M
  • Cetera Investment Advisers$3M
  • Del-Sette Capital Management, LLC$2M

Largest trims

  • Navis Wealth Advisors, LLC$2M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$422K

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY trimmed1,395,612$58M15.9%2026-Q1
Avantax Planning Partners, Inc. trimmed937,466$39M10.7%2026-Q1
Cetera Investment Advisers trimmed871,137$36M9.9%2026-Q1
Del-Sette Capital Management, LLC added447,895$19M5.1%2026-Q1
Focus Partners Advisor Solutions, LLC trimmed353,164$15M4.0%2026-Q1
Brady Martz Wealth Solutions, LLC trimmed341,713$14M3.9%2026-Q1
BANK OF AMERICA CORP /DE/ added335,922$14M3.8%2026-Q1
LPL Financial LLC added307,865$13M3.5%2026-Q1
WELLS FARGO & COMPANY/MN added279,487$12M3.2%2026-Q1
MGO ONE SEVEN LLC added278,513$12M3.2%2026-Q1
UBS Group AG added269,835$11M3.1%2026-Q1
AMERIPRISE FINANCIAL INC added234,739$10M2.7%2026-Q1
ROYAL BANK OF CANADA added145,646$6M1.7%2026-Q1
ForthRight Wealth Management, LLC trimmed136,298$6M1.6%2026-Q1
American Alpha Advisors, LLC added134,391$6M1.5%2026-Q1
JANE STREET GROUP, LLC added131,929$5M1.5%2026-Q1
Tenzing Financial LLC added124,668$5M1.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed111,740$5M1.3%2026-Q1
ALPS ADVISORS INC97,965$4M1.1%2026-Q1
JONES FINANCIAL COMPANIES LLLP added83,255$3M0.9%2026-Q1
CAHILL FINANCIAL ADVISORS INC trimmed64,827$3M0.7%2026-Q1
Genesee Capital Advisors, LLC trimmed64,244$3M0.7%2026-Q1
OSAIC HOLDINGS, INC. added62,804$3M0.7%2026-Q1
RAYMOND JAMES FINANCIAL INC added62,649$3M0.7%2026-Q1
Payne Capital LLC trimmed59,510$2M0.7%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed57,107$2M0.7%2026-Q1
TRUIST FINANCIAL CORP new54,904$2M0.6%2026-Q1
OLD MISSION CAPITAL LLC added38,369$2M0.4%2026-Q1
Steward Partners Investment Advisory, LLC added38,044$2M0.4%2026-Q1
Mariner, LLC added31,282$1M0.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added29,862$1M0.3%2026-Q1
Federation des caisses Desjardins du Quebec added27,066$1M0.3%2026-Q1
Fermata Advisors, LLC trimmed26,188$1M0.3%2026-Q1
TOCQUEVILLE ASSET MANAGEMENT L.P. added23,141$964K0.3%2026-Q1
Janney Montgomery Scott LLC added22,971$957K0.3%2026-Q1
Stratos Investment Management, LLC new19,753$823K0.2%2026-Q1
Apollon Wealth Management, LLC trimmed18,840$785K0.2%2026-Q1
Baird Financial Group, Inc.17,694$737K0.2%2026-Q1
CWM, LLC trimmed17,057$710K0.2%2026-Q1
CITADEL ADVISORS LLC trimmed15,439$643K0.2%2026-Q1
Fulton Bank, N.A.13,833$576K0.2%2026-Q1
Kestra Advisory Services, LLC added13,452$560K0.2%2026-Q1
Friday Financial11,444$477K0.1%2026-Q1
&PARTNERS trimmed10,249$427K0.1%2026-Q1
Independent Advisor Alliance new9,572$399K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added9,528$397K0.1%2026-Q1
WealthBridge Capital Management, LLC added9,365$390K0.1%2026-Q1
Regal Investment Advisors LLC trimmed9,095$379K0.1%2026-Q1
STIFEL FINANCIAL CORP trimmed8,661$361K0.1%2026-Q1
Heritage Wealth Management, Inc. trimmed7,251$302K0.1%2026-Q1
Avior Wealth Management, LLC6,960$290K0.1%2026-Q1
Navis Wealth Advisors, LLC trimmed6,189$258K0.1%2026-Q1
Private Advisor Group, LLC added4,983$208K0.1%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added3,321$138K0.0%2026-Q1
CITIGROUP INC added3,221$134K0.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed2,826$118K0.0%2026-Q1
RMG Wealth Management LLC1,810$78K0.0%2026-Q1
US BANCORP \DE\1,737$72K0.0%2026-Q1
FMR LLC added1,600$67K0.0%2026-Q1
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added1,564$65K0.0%2026-Q1
NBC SECURITIES, INC.1,448$60K0.0%2026-Q1
FIFTH THIRD BANCORP added1,029$43K0.0%2026-Q1
Basepoint Wealth LLC added947$39K0.0%2026-Q1
Salomon & Ludwin, LLC705$30K0.0%2026-Q1
Kohmann Bosshard Financial Services, LLC630$26K0.0%2026-Q1
Advisory Services Network, LLC added480$20K0.0%2026-Q1
BEACON INVESTMENT ADVISORY SERVICES, INC. new400$17K0.0%2026-Q1
Strategic Advocates LLC342$14K0.0%2026-Q1
Geneos Wealth Management Inc.286$12K0.0%2026-Q1
Founders Capital Management69$3K0.0%2026-Q1
AdvisorNet Financial, Inc48$2K0.0%2026-Q1
VANGUARD ADVISERS INC new48$2K0.0%2026-Q1
Parkside Financial Bank & Trust8$3340.0%2026-Q1
AVANTAX ADVISORY SERVICES, INC. added809,108$27M7.5%2025-Q2 stale
First Horizon Advisors, Inc. added135,357$5M1.3%2025-Q2 stale
FLOW TRADERS U.S. LLC trimmed30,553$1M0.3%2025-Q3 stale
Integrated Wealth Concepts LLC trimmed26,573$901K0.2%2025-Q2 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added15,882$612K0.2%2025-Q4 stale
Wambolt & Associates, LLC trimmed8,350$284K0.1%2025-Q2 stale
Wealthspire Advisors, LLC new2,045$73K0.0%2025-Q3 stale
COMERICA BANK1,029$40K0.0%2025-Q4 stale
PRIVATE TRUST CO NA trimmed821$28K0.0%2025-Q2 stale
TRUST CO OF VERMONT new600$23K0.0%2025-Q4 stale
Glass Jacobson Investment Advisors llc460$16K0.0%2025-Q3 stale
AlphaCore Capital LLC new310$12K0.0%2025-Q4 stale
BROWN BROTHERS HARRIMAN & CO new350$12K0.0%2025-Q2 stale
BlackRock, Inc.213$8K0.0%2025-Q4 stale
HANTZ FINANCIAL SERVICES, INC. new220$7K0.0%2025-Q1 stale
AMERIFLEX GROUP, INC.113$4K0.0%2025-Q1 stale
Blue Trust, Inc. new60$2K0.0%2025-Q3 stale
Russell Investments Group, Ltd. new50$2K0.0%2025-Q4 stale
Global Retirement Partners, LLC11$4200.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 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.

HoldersTotal shares

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.

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