Who owns IDU
Which tracked institutional funds hold IDU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IDU 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.
Conviction spread
IDU’s largest tracked holder by dollar value, Destination Wealth Management, sizes it at 1.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IDU 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, we do not read how tracked institutions changed their IDU positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. 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
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 |
|---|---|---|---|---|
| Destination Wealth Management trimmed | 605,045 | $69M | 11.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 580,329 | $67M | 11.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 531,947 | $61M | 10.4% | 2026-Q2 |
| LPL Financial LLC added | 401,558 | $46M | 7.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 203,313 | $23M | 4.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 173,885 | $20M | 3.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 171,781 | $20M | 3.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 127,590 | $15M | 2.5% | 2026-Q2 |
| LBMC INVESTMENT ADVISORS, LLC added | 107,355 | $12M | 2.1% | 2026-Q2 |
| Cetera Investment Advisers added | 102,592 | $12M | 2.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 96,376 | $11M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 95,061 | $11M | 1.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 88,178 | $10M | 1.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 86,376 | $10M | 1.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 85,917 | $10M | 1.7% | 2026-Q2 |
| ARRIEN INVESTMENTS, INC. added | 70,480 | $8M | 1.4% | 2026-Q2 |
| Sovran Advisors, LLC added | 65,724 | $8M | 1.3% | 2026-Q2 |
| PGIM Custom Harvest LLC trimmed | 64,158 | $7M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 58,261 | $7M | 1.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 54,033 | $6M | 1.1% | 2026-Q2 |
| UBS Group AG added | 52,695 | $6M | 1.0% | 2026-Q2 |
| FIRST NATIONAL BANK OF OMAHA added | 52,616 | $6M | 1.0% | 2026-Q2 |
| FORTE ASSET MANAGEMENT LLC trimmed | 52,430 | $6M | 1.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 50,061 | $6M | 1.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 48,299 | $6M | 1.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 45,058 | $5M | 0.9% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 35,806 | $4M | 0.7% | 2026-Q2 |
| Prospera Financial Services Inc added | 34,638 | $4M | 0.7% | 2026-Q2 |
| PRUDENTIAL PLC new | 32,900 | $4M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 32,856 | $4M | 0.7% | 2026-Q2 |
| CROBAN added | 32,554 | $4M | 0.6% | 2026-Q2 |
| Quadrature Capital Ltd new | 31,294 | $4M | 0.6% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 30,881 | $4M | 0.6% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 28,490 | $3M | 0.6% | 2026-Q2 |
| XTX Topco Ltd new | 28,079 | $3M | 0.5% | 2026-Q2 |
| STEPHENS INC /AR/ added | 24,128 | $3M | 0.5% | 2026-Q2 |
| Arete Wealth Advisors, LLC trimmed | 23,579 | $3M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 23,025 | $3M | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 22,891 | $3M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 21,826 | $3M | 0.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 21,036 | $2M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 20,771 | $2M | 0.4% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 20,212 | $2M | 0.4% | 2026-Q2 |
| Wealthstar Advisors, LLC trimmed | 19,001 | $2M | 0.4% | 2026-Q2 |
| BOS Asset Management, LLC added | 18,098 | $2M | 0.4% | 2026-Q2 |
| Waverly Advisors, LLC added | 18,043 | $2M | 0.4% | 2026-Q2 |
| Cerity Partners LLC added | 17,957 | $2M | 0.4% | 2026-Q2 |
| EVERETT HARRIS & CO /CA/ trimmed | 17,934 | $2M | 0.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 17,909 | $2M | 0.4% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 17,048 | $2M | 0.3% | 2026-Q2 |
| First Citizens Financial Corp trimmed | 16,786 | $2M | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 16,281 | $2M | 0.3% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 16,207 | $2M | 0.3% | 2026-Q2 |
| WealthCare Investment Partners, LLC added | 15,455 | $2M | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 13,809 | $2M | 0.3% | 2026-Q2 |
| Essex LLC trimmed | 13,540 | $2M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 13,427 | $2M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 13,175 | $2M | 0.3% | 2026-Q2 |
| Arax Advisory Partners added | 13,159 | $2M | 0.3% | 2026-Q2 |
| Zurich Insurance Group Ltd/FI | 12,960 | $1M | 0.3% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 11,830 | $1M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 11,796 | $1M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 11,772 | $1M | 0.2% | 2026-Q2 |
| HOLDERNESS INVESTMENTS CO trimmed | 10,388 | $1M | 0.2% | 2026-Q2 |
| FMR LLC added | 10,225 | $1M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 9,041 | $1M | 0.2% | 2026-Q2 |
| Sigma Planning Corp trimmed | 8,473 | $971K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 8,296 | $951K | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC | 8,280 | $949K | 0.2% | 2026-Q2 |
| Wealth Management Associates, Inc. added | 8,147 | $934K | 0.2% | 2026-Q2 |
| Westerkirk Capital Inc. added | 8,065 | $924K | 0.2% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 8,055 | $911K | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 7,981 | $915K | 0.2% | 2026-Q2 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 7,943 | $910K | 0.2% | 2026-Q2 |
| Ridge Creek Global, Inc | 7,824 | $897K | 0.2% | 2026-Q2 |
| PKS Advisory Services, LLC added | 7,813 | $895K | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 7,807 | $895K | 0.2% | 2026-Q2 |
| Simmons Bank | 7,736 | $887K | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS | 7,379 | $846K | 0.1% | 2026-Q2 |
| Buck Wealth Strategies, LLC trimmed | 7,130 | $817K | 0.1% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 7,048 | $808K | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC | 7,000 | $802K | 0.1% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management added | 6,960 | $798K | 0.1% | 2026-Q2 |
| Saxony Capital Management, LLC added | 6,898 | $791K | 0.1% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 6,882 | $789K | 0.1% | 2026-Q2 |
| Mullooly Asset Management, Inc. added | 6,871 | $787K | 0.1% | 2026-Q2 |
| Sharkey, Howes & Javer added | 6,857 | $786K | 0.1% | 2026-Q2 |
| GARRISON POINT ADVISORS, LLC trimmed | 6,675 | $765K | 0.1% | 2026-Q2 |
| High Net Worth Advisory Group LLC | 6,400 | $734K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 6,383 | $732K | 0.1% | 2026-Q2 |
| Atria Investments, Inc trimmed | 6,255 | $717K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 6,220 | $713K | 0.1% | 2026-Q2 |
| Independence Bank of Kentucky trimmed | 6,032 | $691K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 5,899 | $676K | 0.1% | 2026-Q2 |
| Retirement Management Systems Inc. added | 5,537 | $635K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 5,494 | $630K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 5,227 | $599K | 0.1% | 2026-Q2 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 5,200 | $596K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 5,169 | $592K | 0.1% | 2026-Q2 |
| Creative Planning added | 5,139 | $589K | 0.1% | 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.