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Institutional Ownership · SEC Form 13F

Who owns IDUB (IDUB)


Which tracked institutional funds hold IDUB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IDUB 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.

45
Institutional holders
20,638,640
Shares held (tracked funds)

How the tape is positioned

12 tracked funds added or opened IDUB while 7 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

IDUB’s largest tracked holder by dollar value, Aptus Capital Advisors, LLC, sizes it at 1.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in IDUB 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 45 tracked filers holding IDUB, 27 increased or opened the position and 19 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 IDUB 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 4

  • ENVESTNET ASSET MANAGEMENT INC$41M
  • 6th Street Advisors, LLC$14M
  • RFG Advisory, LLC$1M
  • Talon Private Wealth, LLC$774K

Full exits 3

  • Virtue Capital Management, LLC$30M
  • True Vision MN LLC$1M
  • Wilian Securities, LLC$1M

Largest adds

  • Integrated Wealth Concepts LLC$35M
  • Aptus Capital Advisors, LLC$8M
  • Independent Advisor Alliance$5M
  • Second Line Capital, LLC$4M
  • Park Place Capital Corp$2M
  • Signal Advisors Wealth, LLC$2M

Largest trims

  • SILVER OAK SECURITIES, INCORPORATED$1M
  • LPL Financial LLC$614K
  • Retirement Planning Group, LLC$322K
  • JANE STREET GROUP, LLC$308K

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).

FundSharesReported value% of valueQuarter
Aptus Capital Advisors, LLC added7,347,676$181M33.1%2026-Q1
Integrated Wealth Concepts LLC added4,521,406$112M20.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,672,878$41M7.5%2026-Q1
Second Line Capital, LLC added1,389,518$37M6.8%2026-Q1
Park Place Capital Corp added1,094,649$27M4.9%2026-Q1
Waterloo Capital, L.P. trimmed973,021$24M4.4%2026-Q1
6th Street Advisors, LLC new566,369$14M2.6%2026-Q1
SWS Partners added546,125$13M2.5%2026-Q1
Signal Advisors Wealth, LLC added347,866$9M1.6%2026-Q1
MBE Wealth Management, LLC trimmed322,521$8M1.5%2026-Q1
Independent Advisor Alliance added294,489$7M1.3%2026-Q1
SILVER OAK SECURITIES, INCORPORATED trimmed265,477$7M1.2%2026-Q1
Prime Capital Investment Advisors, LLC added184,920$5M0.8%2026-Q1
RENASANT BANK trimmed179,639$4M0.8%2026-Q1
Regal Investment Advisors LLC added128,969$3M0.6%2026-Q1
ONE PLUS ONE WEALTH MANAGEMENT, LLC added125,607$3M0.6%2026-Q1
Cushing Capital Partners, LLC trimmed111,715$3M0.5%2026-Q1
MARIPAU WEALTH MANAGEMENT LLC added92,785$2M0.4%2026-Q1
Atria Investments, Inc trimmed89,922$2M0.4%2026-Q1
Second Half Financial Partners, LLC added72,395$2M0.3%2026-Q1
Lord & Richards Wealth Management, LLC added68,491$2M0.3%2026-Q1
RFG Advisory, LLC new47,681$1M0.2%2026-Q1
LPL Financial LLC trimmed33,436$825K0.2%2026-Q1
Talon Private Wealth, LLC trimmed31,361$774K0.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed22,420$553K0.1%2026-Q1
Advisory Services Network, LLC added20,498$506K0.1%2026-Q1
Financial Guidance Group, Inc. added15,906$392K0.1%2026-Q1
John W. Brooker & Co., CPAs added14,338$354K0.1%2026-Q1
XY Planning Network, Inc. new9,727$245K0.0%2026-Q1
Retirement Planning Group, LLC trimmed9,907$244K0.0%2026-Q1
JANE STREET GROUP, LLC trimmed9,333$230K0.0%2026-Q1
BOKF, NA5,721$141K0.0%2026-Q1
Capital Investment Advisory Services, LLC new5,306$131K0.0%2026-Q1
WHITTIER TRUST CO4,794$120K0.0%2026-Q1
Farther Finance Advisors, LLC new3,829$97K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. new3,402$84K0.0%2026-Q1
GUARDIAN WEALTH ADVISORS, LLC / NC trimmed1,514$37K0.0%2026-Q1
MORRIS FINANCIAL CONCEPTS, INC.1,380$34K0.0%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed605$15K0.0%2026-Q1
SIGNATUREFD, LLC new432$11K0.0%2026-Q1
Allworth Financial LP330$8K0.0%2026-Q1
UBS Group AG added171$4K0.0%2026-Q1
CoreCap Advisors, LLC102$3K0.0%2026-Q1
JPMORGAN CHASE & CO8$1910.0%2026-Q1
MORGAN STANLEY1$420.0%2026-Q1
Virtue Capital Management, LLC added48,429$30M5.4%2025-Q4 stale
True Vision MN LLC trimmed60,111$1M0.3%2025-Q4 stale
Wilian Securities, LLC new44,308$1M0.2%2025-Q4 stale
GOLDMAN SACHS GROUP INC new45,366$1M0.2%2025-Q2 stale
OLD MISSION CAPITAL LLC added35,014$779K0.1%2025-Q2 stale
Advisor Resource Council trimmed21,570$480K0.1%2025-Q2 stale
CITADEL ADVISORS LLC trimmed12,338$300K0.1%2025-Q4 stale
Gladstone Institutional Advisory LLC trimmed10,192$248K0.0%2025-Q4 stale
Compound Planning, Inc. trimmed10,255$214K0.0%2025-Q1 stale
Global Retirement Partners, LLC added6,423$156K0.0%2025-Q4 stale
OPTIMA CAPITAL LLC new3,869$94K0.0%2025-Q4 stale
WELLS FARGO & COMPANY/MN826$18K0.0%2025-Q2 stale
FSA Wealth Management LLC330$8K0.0%2025-Q3 stale
Rockefeller Capital Management L.P. new231$6K0.0%2025-Q4 stale
TCFG WEALTH MANAGEMENT, LLC new44,764$2K0.0%2025-Q3 stale
Concord Wealth Partners new81$2K0.0%2025-Q1 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership