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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,395,612 | $58M | 15.9% | 2026-Q1 |
| Avantax Planning Partners, Inc. trimmed | 937,466 | $39M | 10.7% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 871,137 | $36M | 9.9% | 2026-Q1 |
| Del-Sette Capital Management, LLC added | 447,895 | $19M | 5.1% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 353,164 | $15M | 4.0% | 2026-Q1 |
| Brady Martz Wealth Solutions, LLC trimmed | 341,713 | $14M | 3.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 335,922 | $14M | 3.8% | 2026-Q1 |
| LPL Financial LLC added | 307,865 | $13M | 3.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 279,487 | $12M | 3.2% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 278,513 | $12M | 3.2% | 2026-Q1 |
| UBS Group AG added | 269,835 | $11M | 3.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 234,739 | $10M | 2.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 145,646 | $6M | 1.7% | 2026-Q1 |
| ForthRight Wealth Management, LLC trimmed | 136,298 | $6M | 1.6% | 2026-Q1 |
| American Alpha Advisors, LLC added | 134,391 | $6M | 1.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 131,929 | $5M | 1.5% | 2026-Q1 |
| Tenzing Financial LLC added | 124,668 | $5M | 1.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 111,740 | $5M | 1.3% | 2026-Q1 |
| ALPS ADVISORS INC | 97,965 | $4M | 1.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 83,255 | $3M | 0.9% | 2026-Q1 |
| CAHILL FINANCIAL ADVISORS INC trimmed | 64,827 | $3M | 0.7% | 2026-Q1 |
| Genesee Capital Advisors, LLC trimmed | 64,244 | $3M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 62,804 | $3M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 62,649 | $3M | 0.7% | 2026-Q1 |
| Payne Capital LLC trimmed | 59,510 | $2M | 0.7% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 57,107 | $2M | 0.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP new | 54,904 | $2M | 0.6% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 38,369 | $2M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 38,044 | $2M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 31,282 | $1M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 29,862 | $1M | 0.3% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 27,066 | $1M | 0.3% | 2026-Q1 |
| Fermata Advisors, LLC trimmed | 26,188 | $1M | 0.3% | 2026-Q1 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. added | 23,141 | $964K | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 22,971 | $957K | 0.3% | 2026-Q1 |
| Stratos Investment Management, LLC new | 19,753 | $823K | 0.2% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 18,840 | $785K | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. | 17,694 | $737K | 0.2% | 2026-Q1 |
| CWM, LLC trimmed | 17,057 | $710K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 15,439 | $643K | 0.2% | 2026-Q1 |
| Fulton Bank, N.A. | 13,833 | $576K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 13,452 | $560K | 0.2% | 2026-Q1 |
| Friday Financial | 11,444 | $477K | 0.1% | 2026-Q1 |
| &PARTNERS trimmed | 10,249 | $427K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance new | 9,572 | $399K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 9,528 | $397K | 0.1% | 2026-Q1 |
| WealthBridge Capital Management, LLC added | 9,365 | $390K | 0.1% | 2026-Q1 |
| Regal Investment Advisors LLC trimmed | 9,095 | $379K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 8,661 | $361K | 0.1% | 2026-Q1 |
| Heritage Wealth Management, Inc. trimmed | 7,251 | $302K | 0.1% | 2026-Q1 |
| Avior Wealth Management, LLC | 6,960 | $290K | 0.1% | 2026-Q1 |
| Navis Wealth Advisors, LLC trimmed | 6,189 | $258K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 4,983 | $208K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 3,321 | $138K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 3,221 | $134K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 2,826 | $118K | 0.0% | 2026-Q1 |
| RMG Wealth Management LLC | 1,810 | $78K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ | 1,737 | $72K | 0.0% | 2026-Q1 |
| FMR LLC added | 1,600 | $67K | 0.0% | 2026-Q1 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added | 1,564 | $65K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. | 1,448 | $60K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 1,029 | $43K | 0.0% | 2026-Q1 |
| Basepoint Wealth LLC added | 947 | $39K | 0.0% | 2026-Q1 |
| Salomon & Ludwin, LLC | 705 | $30K | 0.0% | 2026-Q1 |
| Kohmann Bosshard Financial Services, LLC | 630 | $26K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 480 | $20K | 0.0% | 2026-Q1 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. new | 400 | $17K | 0.0% | 2026-Q1 |
| Strategic Advocates LLC | 342 | $14K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. | 286 | $12K | 0.0% | 2026-Q1 |
| Founders Capital Management | 69 | $3K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc | 48 | $2K | 0.0% | 2026-Q1 |
| VANGUARD ADVISERS INC new | 48 | $2K | 0.0% | 2026-Q1 |
| Parkside Financial Bank & Trust | 8 | $334 | 0.0% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. added | 809,108 | $27M | 7.5% | 2025-Q2 stale |
| First Horizon Advisors, Inc. added | 135,357 | $5M | 1.3% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC trimmed | 30,553 | $1M | 0.3% | 2025-Q3 stale |
| Integrated Wealth Concepts LLC trimmed | 26,573 | $901K | 0.2% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 15,882 | $612K | 0.2% | 2025-Q4 stale |
| Wambolt & Associates, LLC trimmed | 8,350 | $284K | 0.1% | 2025-Q2 stale |
| Wealthspire Advisors, LLC new | 2,045 | $73K | 0.0% | 2025-Q3 stale |
| COMERICA BANK | 1,029 | $40K | 0.0% | 2025-Q4 stale |
| PRIVATE TRUST CO NA trimmed | 821 | $28K | 0.0% | 2025-Q2 stale |
| TRUST CO OF VERMONT new | 600 | $23K | 0.0% | 2025-Q4 stale |
| Glass Jacobson Investment Advisors llc | 460 | $16K | 0.0% | 2025-Q3 stale |
| AlphaCore Capital LLC new | 310 | $12K | 0.0% | 2025-Q4 stale |
| BROWN BROTHERS HARRIMAN & CO new | 350 | $12K | 0.0% | 2025-Q2 stale |
| BlackRock, Inc. | 213 | $8K | 0.0% | 2025-Q4 stale |
| HANTZ FINANCIAL SERVICES, INC. new | 220 | $7K | 0.0% | 2025-Q1 stale |
| AMERIFLEX GROUP, INC. | 113 | $4K | 0.0% | 2025-Q1 stale |
| Blue Trust, Inc. new | 60 | $2K | 0.0% | 2025-Q3 stale |
| Russell Investments Group, Ltd. new | 50 | $2K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC | 11 | $420 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.