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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC added | 7,347,676 | $181M | 33.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 4,521,406 | $112M | 20.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,672,878 | $41M | 7.5% | 2026-Q1 |
| Second Line Capital, LLC added | 1,389,518 | $37M | 6.8% | 2026-Q1 |
| Park Place Capital Corp added | 1,094,649 | $27M | 4.9% | 2026-Q1 |
| Waterloo Capital, L.P. trimmed | 973,021 | $24M | 4.4% | 2026-Q1 |
| 6th Street Advisors, LLC new | 566,369 | $14M | 2.6% | 2026-Q1 |
| SWS Partners added | 546,125 | $13M | 2.5% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 347,866 | $9M | 1.6% | 2026-Q1 |
| MBE Wealth Management, LLC trimmed | 322,521 | $8M | 1.5% | 2026-Q1 |
| Independent Advisor Alliance added | 294,489 | $7M | 1.3% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 265,477 | $7M | 1.2% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 184,920 | $5M | 0.8% | 2026-Q1 |
| RENASANT BANK trimmed | 179,639 | $4M | 0.8% | 2026-Q1 |
| Regal Investment Advisors LLC added | 128,969 | $3M | 0.6% | 2026-Q1 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC added | 125,607 | $3M | 0.6% | 2026-Q1 |
| Cushing Capital Partners, LLC trimmed | 111,715 | $3M | 0.5% | 2026-Q1 |
| MARIPAU WEALTH MANAGEMENT LLC added | 92,785 | $2M | 0.4% | 2026-Q1 |
| Atria Investments, Inc trimmed | 89,922 | $2M | 0.4% | 2026-Q1 |
| Second Half Financial Partners, LLC added | 72,395 | $2M | 0.3% | 2026-Q1 |
| Lord & Richards Wealth Management, LLC added | 68,491 | $2M | 0.3% | 2026-Q1 |
| RFG Advisory, LLC new | 47,681 | $1M | 0.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 33,436 | $825K | 0.2% | 2026-Q1 |
| Talon Private Wealth, LLC trimmed | 31,361 | $774K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 22,420 | $553K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 20,498 | $506K | 0.1% | 2026-Q1 |
| Financial Guidance Group, Inc. added | 15,906 | $392K | 0.1% | 2026-Q1 |
| John W. Brooker & Co., CPAs added | 14,338 | $354K | 0.1% | 2026-Q1 |
| XY Planning Network, Inc. new | 9,727 | $245K | 0.0% | 2026-Q1 |
| Retirement Planning Group, LLC trimmed | 9,907 | $244K | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 9,333 | $230K | 0.0% | 2026-Q1 |
| BOKF, NA | 5,721 | $141K | 0.0% | 2026-Q1 |
| Capital Investment Advisory Services, LLC new | 5,306 | $131K | 0.0% | 2026-Q1 |
| WHITTIER TRUST CO | 4,794 | $120K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 3,829 | $97K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 3,402 | $84K | 0.0% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC trimmed | 1,514 | $37K | 0.0% | 2026-Q1 |
| MORRIS FINANCIAL CONCEPTS, INC. | 1,380 | $34K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 605 | $15K | 0.0% | 2026-Q1 |
| SIGNATUREFD, LLC new | 432 | $11K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 330 | $8K | 0.0% | 2026-Q1 |
| UBS Group AG added | 171 | $4K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC | 102 | $3K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO | 8 | $191 | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 1 | $42 | 0.0% | 2026-Q1 |
| Virtue Capital Management, LLC added | 48,429 | $30M | 5.4% | 2025-Q4 stale |
| True Vision MN LLC trimmed | 60,111 | $1M | 0.3% | 2025-Q4 stale |
| Wilian Securities, LLC new | 44,308 | $1M | 0.2% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC new | 45,366 | $1M | 0.2% | 2025-Q2 stale |
| OLD MISSION CAPITAL LLC added | 35,014 | $779K | 0.1% | 2025-Q2 stale |
| Advisor Resource Council trimmed | 21,570 | $480K | 0.1% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 12,338 | $300K | 0.1% | 2025-Q4 stale |
| Gladstone Institutional Advisory LLC trimmed | 10,192 | $248K | 0.0% | 2025-Q4 stale |
| Compound Planning, Inc. trimmed | 10,255 | $214K | 0.0% | 2025-Q1 stale |
| Global Retirement Partners, LLC added | 6,423 | $156K | 0.0% | 2025-Q4 stale |
| OPTIMA CAPITAL LLC new | 3,869 | $94K | 0.0% | 2025-Q4 stale |
| WELLS FARGO & COMPANY/MN | 826 | $18K | 0.0% | 2025-Q2 stale |
| FSA Wealth Management LLC | 330 | $8K | 0.0% | 2025-Q3 stale |
| Rockefeller Capital Management L.P. new | 231 | $6K | 0.0% | 2025-Q4 stale |
| TCFG WEALTH MANAGEMENT, LLC new | 44,764 | $2K | 0.0% | 2025-Q3 stale |
| Concord Wealth Partners new | 81 | $2K | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.