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-Q2 13F filings (latest filed 2026-09-22). 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
26 tracked funds added or opened IDR while 14 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
IDR’s largest tracked holder by dollar value, BlackRock, Inc., 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 2026-Q1 and 2026-Q2, across 126 tracked filers holding IDR, 80 increased or opened the position and 60 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 IDR 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 5
- TUDOR INVESTMENT CORP ET AL$2M
- Walleye Capital LLC$1M
- Aquatic Capital Management LLC$748K
- Quadrature Capital Ltd$579K
- FRANKLIN RESOURCES INC$509K
Full exits 7
- THAMES CAPITAL MANAGEMENT LLC$3M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2M
- DIMENSIONAL FUND ADVISORS LP$2M
- RAYMOND JAMES FINANCIAL INC$1M
- Point72 Asset Management, L.P.$806K
- State of Alaska, Department of Revenue$539K
Largest adds
- Nuveen, LLC$5M
- BlackRock, Inc.$4M
- STATE STREET CORP$3M
- DRW Securities, LLC$2M
- NAVELLIER & ASSOCIATES INC$2M
- RENAISSANCE TECHNOLOGIES LLC$1M
Largest trims
- HITE Hedge Asset Management LLC$8M
- MORGAN STANLEY$2M
- Bridgewater Associates, LP$923K
- GOLDMAN SACHS GROUP INC$641K
- LPL Financial LLC$550K
- UBS Group AG$514K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 1,250,250 | $41M | 16.7% | 2026-Q2 |
| STATE STREET CORP added | 1,231,955 | $40M | 16.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 662,444 | $22M | 8.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 412,096 | $13M | 5.5% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 375,376 | $12M | 5.0% | 2026-Q2 |
| Nuveen, LLC added | 266,718 | $9M | 3.6% | 2026-Q2 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. added | 222,220 | $7M | 3.0% | 2026-Q2 |
| CITIGROUP INC added | 170,573 | $6M | 2.3% | 2026-Q2 |
| Bridgewater Associates, LP trimmed | 167,828 | $5M | 2.2% | 2026-Q2 |
| NAVELLIER & ASSOCIATES INC added | 156,851 | $5M | 2.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 156,476 | $5M | 2.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 144,871 | $5M | 1.9% | 2026-Q2 |
| JW Asset Management, LLC trimmed | 141,197 | $5M | 1.9% | 2026-Q2 |
| LPL Financial LLC trimmed | 107,813 | $4M | 1.4% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 105,380 | $3M | 1.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 93,681 | $3M | 1.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 81,017 | $3M | 1.1% | 2026-Q2 |
| DRW Securities, LLC added | 75,223 | $2M | 1.0% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL new | 74,344 | $2M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 66,185 | $2M | 0.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 65,838 | $2M | 0.9% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 65,371 | $2M | 0.9% | 2026-Q2 |
| HITE Hedge Asset Management LLC trimmed | 60,543 | $2M | 0.8% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 60,443 | $2M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 58,376 | $2M | 0.8% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 58,081 | $2M | 0.8% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 54,752 | $2M | 0.7% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 50,170 | $2M | 0.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 46,113 | $2M | 0.6% | 2026-Q2 |
| Round Rock Advisors LLC | 43,988 | $1M | 0.6% | 2026-Q2 |
| Quantinno Capital Management LP added | 42,939 | $1M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 42,246 | $1M | 0.6% | 2026-Q2 |
| UBS Group AG trimmed | 33,852 | $1M | 0.5% | 2026-Q2 |
| Walleye Capital LLC new | 33,775 | $1M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 33,457 | $1M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 32,262 | $1M | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 32,082 | $1M | 0.4% | 2026-Q2 |
| Man Group plc added | 31,800 | $1M | 0.4% | 2026-Q2 |
| Corient Private Wealth LP added | 30,431 | $997K | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 28,007 | $917K | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 24,895 | $815K | 0.3% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 23,698 | $776K | 0.3% | 2026-Q2 |
| Aquatic Capital Management LLC new | 22,830 | $748K | 0.3% | 2026-Q2 |
| CVFG LLC | 21,050 | $689K | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 20,595 | $674K | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 20,388 | $668K | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 18,603 | $609K | 0.2% | 2026-Q2 |
| Quadrature Capital Ltd added | 17,673 | $579K | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 17,309 | $567K | 0.2% | 2026-Q2 |
| FMR LLC added | 15,589 | $511K | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC new | 15,550 | $509K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 15,246 | $499K | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 15,213 | $498K | 0.2% | 2026-Q2 |
| World Investment Advisors trimmed | 15,150 | $496K | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 15,000 | $491K | 0.2% | 2026-Q2 |
| ALPS ADVISORS INC added | 14,323 | $469K | 0.2% | 2026-Q2 |
| Harvest Investment Services, LLC trimmed | 14,082 | $461K | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 12,922 | $423K | 0.2% | 2026-Q2 |
| AVIVA PLC added | 12,813 | $420K | 0.2% | 2026-Q2 |
| Ethic Inc. new | 12,632 | $414K | 0.2% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 12,607 | $413K | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 12,602 | $413K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 12,002 | $393K | 0.2% | 2026-Q2 |
| Centiva Capital, LP trimmed | 11,835 | $388K | 0.2% | 2026-Q2 |
| Creative Planning added | 11,816 | $387K | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 11,530 | $378K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 11,395 | $373K | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 11,053 | $362K | 0.1% | 2026-Q2 |
| Fermata Advisors, LLC added | 10,341 | $339K | 0.1% | 2026-Q2 |
| Enhancing Capital LLC | 10,200 | $334K | 0.1% | 2026-Q2 |
| Orchard Capital Management, LLC | 9,956 | $326K | 0.1% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 9,256 | $303K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 8,952 | $293K | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 8,650 | $283K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 8,628 | $283K | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 8,575 | $280K | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 8,339 | $273K | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD new | 8,200 | $269K | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM new | 8,035 | $263K | 0.1% | 2026-Q2 |
| MANGROVE PARTNERS IM, LLC trimmed | 7,624 | $250K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 7,200 | $236K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 7,067 | $231K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 6,905 | $226K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 5,308 | $181K | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 5,025 | $165K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 4,853 | $159K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 4,238 | $139K | 0.1% | 2026-Q2 |
| HHM Wealth Advisors, LLC added | 3,662 | $120K | 0.0% | 2026-Q2 |
| MEEDER ASSET MANAGEMENT INC added | 2,654 | $87K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 2,337 | $76K | 0.0% | 2026-Q2 |
| GROUP ONE TRADING LLC new | 2,323 | $76K | 0.0% | 2026-Q2 |
| ASSETMARK, INC new | 1,579 | $52K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 1,490 | $49K | 0.0% | 2026-Q2 |
| Wilkerson Advisory Group LLC | 1,487 | $49K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 1,393 | $46K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 1,130 | $37K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,000 | $33K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 1,000 | $33K | 0.0% | 2026-Q2 |
| Allworth Financial LP trimmed | 885 | $29K | 0.0% | 2026-Q2 |
| Quantbot Technologies LP trimmed | 820 | $27K | 0.0% | 2026-Q2 |
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.