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-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
32 tracked funds added or opened IDU while 47 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
IDU’s largest tracked holder by dollar value, FIL Ltd, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp 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 2025-Q4 and 2026-Q1, across 299 tracked filers holding IDU, 134 increased or opened the position and 130 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 IDU 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
- FIL Ltd$212M
- Arete Wealth Advisors, LLC$7M
- TWO SIGMA INVESTMENTS, LP$5M
- Independent Advisor Alliance$1M
- IMC-Chicago, LLC$813K
- HRT FINANCIAL LP$755K
Full exits 22
- Cresset Asset Management, LLC$19M
- SHERMAN PORFOLIOS, LLC$18M
- Camarda Financial Advisors, LLC$13M
- MinichMacGregor Wealth Management, LLC$12M
- RPS ADVISORY SOLUTIONS LLC$9M
- Summit Financial Consulting LLC$7M
Largest adds
- PINKERTON WEALTH, LLC$16M
- Steward Partners Investment Advisory, LLC$5M
- Destination Wealth Management$4M
- Sanctuary Advisors, LLC$2M
- AMERIPRISE FINANCIAL INC$2M
- Sovran Advisors, LLC$1M
Largest trims
- HSBC HOLDINGS PLC$79M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$41M
- BANK OF AMERICA CORP /DE/$39M
- RAYMOND JAMES FINANCIAL INC$8M
- GOLDMAN SACHS GROUP INC$7M
- CITADEL ADVISORS LLC$5M
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 |
|---|---|---|---|---|
| FIL Ltd added | 1,827,771 | $212M | 20.2% | 2026-Q1 |
| Destination Wealth Management trimmed | 606,250 | $70M | 6.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 589,607 | $68M | 6.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 520,030 | $60M | 5.7% | 2026-Q1 |
| PINKERTON WEALTH, LLC added | 511,682 | $55M | 5.3% | 2026-Q1 |
| PGIM Custom Harvest LLC trimmed | 436,338 | $51M | 4.8% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 424,713 | $49M | 4.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 369,210 | $43M | 4.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 192,011 | $22M | 2.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 149,406 | $17M | 1.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 142,753 | $17M | 1.6% | 2026-Q1 |
| LBMC INVESTMENT ADVISORS, LLC trimmed | 106,885 | $12M | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 99,962 | $12M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 99,294 | $12M | 1.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 96,069 | $11M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 72,865 | $8M | 0.8% | 2026-Q1 |
| FORTE ASSET MANAGEMENT LLC trimmed | 69,171 | $8M | 0.8% | 2026-Q1 |
| ARRIEN INVESTMENTS, INC. trimmed | 69,056 | $8M | 0.8% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 68,690 | $8M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers added | 68,169 | $8M | 0.8% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 63,407 | $7M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 62,294 | $7M | 0.7% | 2026-Q1 |
| Arete Wealth Advisors, LLC added | 60,100 | $7M | 0.7% | 2026-Q1 |
| UBS Group AG added | 52,652 | $6M | 0.6% | 2026-Q1 |
| FIRST NATIONAL BANK OF OMAHA added | 48,748 | $6M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 45,785 | $5M | 0.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 45,600 | $5M | 0.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 45,049 | $5M | 0.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 44,226 | $5M | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 43,685 | $5M | 0.5% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 36,303 | $4M | 0.4% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 34,322 | $4M | 0.4% | 2026-Q1 |
| CROBAN added | 31,658 | $4M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 32,381 | $4M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 30,162 | $4M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 28,509 | $3M | 0.3% | 2026-Q1 |
| CPR Investments Inc. trimmed | 26,088 | $3M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 23,687 | $3M | 0.3% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 23,181 | $3M | 0.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 22,547 | $3M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 21,975 | $3M | 0.2% | 2026-Q1 |
| ADVISORS MANAGEMENT GROUP INC /ADV added | 20,980 | $2M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 21,104 | $2M | 0.2% | 2026-Q1 |
| Sovran Advisors, LLC added | 19,752 | $2M | 0.2% | 2026-Q1 |
| Wealthstar Advisors, LLC trimmed | 19,273 | $2M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 18,982 | $2M | 0.2% | 2026-Q1 |
| EVERETT HARRIS & CO /CA/ | 18,039 | $2M | 0.2% | 2026-Q1 |
| BOS Asset Management, LLC trimmed | 17,966 | $2M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC added | 17,803 | $2M | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 17,009 | $2M | 0.2% | 2026-Q1 |
| First Citizens Financial Corp trimmed | 16,806 | $2M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 16,194 | $2M | 0.2% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 15,521 | $2M | 0.2% | 2026-Q1 |
| Cerity Partners LLC trimmed | 15,391 | $2M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 13,981 | $2M | 0.2% | 2026-Q1 |
| Essex LLC trimmed | 13,864 | $2M | 0.2% | 2026-Q1 |
| Koshinski Asset Management, Inc. | 13,535 | $2M | 0.1% | 2026-Q1 |
| WealthCare Investment Partners, LLC trimmed | 13,591 | $2M | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 13,194 | $2M | 0.1% | 2026-Q1 |
| HOLDERNESS INVESTMENTS CO added | 12,985 | $2M | 0.1% | 2026-Q1 |
| Zurich Insurance Group Ltd/FI | 12,960 | $2M | 0.1% | 2026-Q1 |
| Nikulski Financial, Inc. added | 11,932 | $1M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 11,592 | $1M | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 11,702 | $1M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 11,631 | $1M | 0.1% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 11,549 | $1M | 0.1% | 2026-Q1 |
| Independent Advisor Alliance added | 11,522 | $1M | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 11,412 | $1M | 0.1% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC added | 10,861 | $1M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 10,757 | $1M | 0.1% | 2026-Q1 |
| MLP3, LLC trimmed | 9,268 | $1M | 0.1% | 2026-Q1 |
| Cresset Asset Management, LLC added | 177,430 | $19M | 1.8% | 2025-Q4 stale |
| SHERMAN PORFOLIOS, LLC trimmed | 161,938 | $18M | 1.7% | 2025-Q4 stale |
| Camarda Financial Advisors, LLC added | 122,102 | $13M | 1.3% | 2025-Q4 stale |
| MinichMacGregor Wealth Management, LLC added | 110,594 | $12M | 1.1% | 2025-Q4 stale |
| Moloney Securities Asset Management, LLC trimmed | 83,105 | $9M | 0.9% | 2025-Q3 stale |
| PRINCIPAL FINANCIAL GROUP INC new | 86,585 | $9M | 0.9% | 2025-Q2 stale |
| RPS ADVISORY SOLUTIONS LLC added | 82,098 | $9M | 0.8% | 2025-Q4 stale |
| Summit Financial Consulting LLC added | 65,479 | $7M | 0.7% | 2025-Q4 stale |
| BNP PARIBAS FINANCIAL MARKETS new | 50,200 | $5M | 0.5% | 2025-Q4 stale |
| COUNTRY CLUB BANK trimmed | 46,526 | $5M | 0.5% | 2025-Q3 stale |
| Stratos Wealth Advisors, LLC trimmed | 46,377 | $5M | 0.5% | 2025-Q4 stale |
| Three Seasons Wealth, LLC trimmed | 39,553 | $4M | 0.4% | 2025-Q4 stale |
| Lifestyle Asset Management, Inc. added | 28,852 | $3M | 0.3% | 2025-Q4 stale |
| Midwest Professional Planners, LTD. trimmed | 28,162 | $3M | 0.3% | 2025-Q3 stale |
| J.W. COLE ADVISORS, INC. added | 28,655 | $3M | 0.3% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 26,844 | $3M | 0.3% | 2025-Q2 stale |
| Balboa Wealth Partners trimmed | 25,244 | $3M | 0.3% | 2025-Q4 stale |
| USA FINANCIAL FORMULAS trimmed | 23,319 | $3M | 0.2% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 22,681 | $2M | 0.2% | 2025-Q4 stale |
| Family Firm, Inc. added | 22,364 | $2M | 0.2% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 21,991 | $2M | 0.2% | 2025-Q2 stale |
| EWG Elevate Inc. added | 17,383 | $2M | 0.2% | 2025-Q3 stale |
| Wakefield Asset Management LLLP trimmed | 14,682 | $2M | 0.2% | 2025-Q3 stale |
| D. E. Shaw & Co., Inc. trimmed | 14,995 | $2M | 0.1% | 2025-Q2 stale |
| ALLSTATE CORP trimmed | 12,047 | $1M | 0.1% | 2025-Q3 stale |
| Yeomans Consulting Group, Inc. added | 11,586 | $1M | 0.1% | 2025-Q4 stale |
| Sowell Financial Services LLC trimmed | 11,302 | $1M | 0.1% | 2025-Q2 stale |
| Clal Insurance Enterprises Holdings Ltd trimmed | 10,000 | $1M | 0.1% | 2025-Q4 stale |
| Armstrong, Fleming & Moore, Inc new | 10,235 | $1M | 0.1% | 2025-Q1 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.