Who owns IDR
Which tracked institutional funds hold IDR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IDR 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
16 tracked funds added or opened IDR while 38 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
IDR’s largest tracked holder by dollar value, STATE STREET CORP, 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 gap the other way — the median holder sizes IDR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IDR 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 137 tracked filers holding IDR, 84 increased or opened the position and 73 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 IDR 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 7
- VANGUARD CAPITAL MANAGEMENT LLC$21M
- VANGUARD PORTFOLIO MANAGEMENT LLC$4M
- VANGUARD FIDUCIARY TRUST CO$3M
- Corient Private Wealth LLC$971K
- Man Group plc$940K
- CVFG LLC$676K
Full exits 7
- VANGUARD GROUP INC$31M
- Pertento Partners LLP$9M
- Virtu Financial LLC$1M
- Verition Fund Management LLC$910K
- CITIZENS FINANCIAL GROUP INC/RI$584K
- Quantbot Technologies LP$546K
Largest adds
- HITE Hedge Asset Management LLC$6M
- CITIGROUP INC$5M
- Bridgewater Associates, LP$2M
- STATE STREET CORP$1M
- Quantinno Capital Management LP$1M
- PRINCIPAL FINANCIAL GROUP INC$835K
Largest trims
- Invesco Ltd.$9M
- BlackRock, Inc.$8M
- VAN ECK ASSOCIATES CORP$8M
- JANE STREET GROUP, LLC$5M
- Informed Momentum Co LLC$4M
- DRW Securities, LLC$3M
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 |
|---|---|---|---|---|
| STATE STREET CORP added | 1,154,774 | $37M | 12.8% | 2026-Q1 |
| BlackRock, Inc. added | 1,143,610 | $37M | 12.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 643,262 | $21M | 7.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 384,750 | $12M | 4.3% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP trimmed | 384,265 | $12M | 4.3% | 2026-Q1 |
| HITE Hedge Asset Management LLC added | 297,148 | $10M | 3.3% | 2026-Q1 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. added | 207,220 | $7M | 2.3% | 2026-Q1 |
| Bridgewater Associates, LP added | 199,849 | $6M | 2.2% | 2026-Q1 |
| CITIGROUP INC added | 162,420 | $5M | 1.8% | 2026-Q1 |
| JW Asset Management, LLC | 143,197 | $5M | 1.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 133,692 | $4M | 1.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 127,817 | $4M | 1.4% | 2026-Q1 |
| LPL Financial LLC added | 127,050 | $4M | 1.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 121,508 | $4M | 1.4% | 2026-Q1 |
| NAVELLIER & ASSOCIATES INC added | 109,881 | $4M | 1.2% | 2026-Q1 |
| Nuveen, LLC added | 100,915 | $3M | 1.1% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 99,996 | $3M | 1.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 93,953 | $3M | 1.0% | 2026-Q1 |
| THAMES CAPITAL MANAGEMENT LLC | 91,929 | $3M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 87,455 | $3M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 76,384 | $2M | 0.8% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC trimmed | 64,104 | $2M | 0.7% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 58,673 | $2M | 0.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 58,317 | $2M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 53,445 | $2M | 0.6% | 2026-Q1 |
| UBS Group AG added | 50,534 | $2M | 0.6% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 47,794 | $2M | 0.5% | 2026-Q1 |
| Round Rock Advisors LLC added | 43,988 | $1M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 43,099 | $1M | 0.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 41,593 | $1M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 45,010 | $1M | 0.4% | 2026-Q1 |
| Quantinno Capital Management LP added | 40,111 | $1M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 37,011 | $1M | 0.4% | 2026-Q1 |
| Corient Private Wealth LLC new | 30,233 | $971K | 0.3% | 2026-Q1 |
| Man Group plc added | 29,253 | $940K | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 28,148 | $904K | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 25,100 | $806K | 0.3% | 2026-Q1 |
| World Investment Advisors trimmed | 24,734 | $794K | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 24,653 | $791K | 0.3% | 2026-Q1 |
| CVFG LLC new | 21,050 | $676K | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 21,048 | $676K | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 19,422 | $624K | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 18,859 | $606K | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 18,570 | $596K | 0.2% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 17,907 | $575K | 0.2% | 2026-Q1 |
| State of Alaska, Department of Revenue | 16,782 | $539K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 16,243 | $522K | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 15,903 | $511K | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 15,606 | $501K | 0.2% | 2026-Q1 |
| Dynamic Technology Lab Private Ltd trimmed | 15,115 | $485K | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 12,000 | $484K | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH new | 15,000 | $482K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC new | 14,849 | $477K | 0.2% | 2026-Q1 |
| Harvest Investment Services, LLC new | 14,818 | $476K | 0.2% | 2026-Q1 |
| ALPS ADVISORS INC trimmed | 14,151 | $455K | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 13,680 | $439K | 0.2% | 2026-Q1 |
| DRW Securities, LLC trimmed | 13,356 | $429K | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 13,033 | $419K | 0.1% | 2026-Q1 |
| Informed Momentum Co LLC trimmed | 12,853 | $413K | 0.1% | 2026-Q1 |
| AVIVA PLC trimmed | 12,638 | $406K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 12,575 | $404K | 0.1% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 12,459 | $399K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 12,330 | $396K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC new | 12,248 | $393K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 11,530 | $370K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 10,633 | $342K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 10,408 | $334K | 0.1% | 2026-Q1 |
| Fermata Advisors, LLC added | 10,338 | $332K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 759,729 | $31M | 10.6% | 2025-Q4 stale |
| Pertento Partners LLP new | 212,791 | $9M | 3.0% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 93,232 | $3M | 1.1% | 2025-Q3 stale |
| Ellsworth Advisors, LLC trimmed | 43,483 | $2M | 0.7% | 2025-Q3 stale |
| SALEM INVESTMENT COUNSELORS INC added | 47,455 | $2M | 0.6% | 2025-Q3 stale |
| D.A. DAVIDSON & CO. trimmed | 46,872 | $2M | 0.5% | 2025-Q3 stale |
| Virtu Financial LLC added | 30,164 | $1M | 0.4% | 2025-Q4 stale |
| VICTORY CAPITAL MANAGEMENT INC new | 29,820 | $1M | 0.3% | 2025-Q3 stale |
| CANTOR FITZGERALD, L. P. trimmed | 27,600 | $933K | 0.3% | 2025-Q3 stale |
| Verition Fund Management LLC added | 22,580 | $910K | 0.3% | 2025-Q4 stale |
| Jain Global LLC added | 22,131 | $748K | 0.3% | 2025-Q3 stale |
| OMERS ADMINISTRATION Corp added | 46,200 | $661K | 0.2% | 2025-Q1 stale |
| GSA CAPITAL PARTNERS LLP trimmed | 18,010 | $609K | 0.2% | 2025-Q3 stale |
| CITIZENS FINANCIAL GROUP INC/RI trimmed | 14,500 | $584K | 0.2% | 2025-Q4 stale |
| Concentric Capital Strategies, LP new | 16,829 | $569K | 0.2% | 2025-Q3 stale |
| Quantbot Technologies LP added | 13,553 | $546K | 0.2% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 13,532 | $545K | 0.2% | 2025-Q4 stale |
| Diametric Capital, LP new | 14,734 | $498K | 0.2% | 2025-Q3 stale |
| Massar Capital Management, LP new | 14,500 | $490K | 0.2% | 2025-Q3 stale |
| Qube Research & Technologies Ltd trimmed | 34,088 | $488K | 0.2% | 2025-Q1 stale |
| MANGROVE PARTNERS IM, LLC new | 11,486 | $463K | 0.2% | 2025-Q4 stale |
| Brevan Howard Capital Management LP trimmed | 11,050 | $445K | 0.2% | 2025-Q4 stale |
| State of Tennessee, Department of Treasury | 12,900 | $436K | 0.2% | 2025-Q3 stale |
| Jump Financial, LLC trimmed | 12,411 | $419K | 0.1% | 2025-Q3 stale |
| BRIGHTON JONES LLC trimmed | 12,343 | $417K | 0.1% | 2025-Q3 stale |
| MARSHALL WACE, LLP trimmed | 28,832 | $413K | 0.1% | 2025-Q1 stale |
| Dayah Capital LLC new | 10,000 | $403K | 0.1% | 2025-Q4 stale |
| Evernest Financial Advisors, LLC new | 30,250 | $396K | 0.1% | 2025-Q2 stale |
| HRT FINANCIAL LP new | 26,259 | $375K | 0.1% | 2025-Q1 stale |
| Baader Bank Aktiengesellschaft new | 11,000 | $372K | 0.1% | 2025-Q3 stale |
| ARDSLEY ADVISORY PARTNERS LP new | 10,000 | $338K | 0.1% | 2025-Q3 stale |
| Apis Capital Advisors, LLC new | 10,000 | $338K | 0.1% | 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.