Who owns IDYN
Which tracked institutional funds hold IDYN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IDYN 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.
How the tape is positioned
5 tracked funds added or opened IDYN while 2 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
IDYN’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 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes IDYN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IDYN 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 12 tracked filers holding IDYN, 8 increased or opened the position and 4 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 IDYN 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 2
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$989K
- J.W. COLE ADVISORS, INC.$833K
Largest adds
- MML INVESTORS SERVICES, LLC$2M
- GOLDMAN SACHS GROUP INC$2M
- 4J Wealth Management LLC$964K
Largest trims
- CITADEL ADVISORS LLC$2M
- BlackRock, Inc.$563K
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 2,877,638 | $86M | 50.9% | 2026-Q2 (3 quarters ahead of as-of) |
| Aptus Capital Advisors, LLC new | 445,893 | $37M | 21.7% | 2025-Q3 |
| Spectrum Investment Advisors, Inc. new | 203,181 | $17M | 9.9% | 2025-Q3 |
| 4J Wealth Management LLC added | 184,793 | $6M | 3.3% | 2026-Q2 (3 quarters ahead of as-of) |
| BEACON FINANCIAL PLANNING, INC new | 40,393 | $3M | 2.0% | 2025-Q3 |
| MML INVESTORS SERVICES, LLC added | 100,619 | $3M | 1.8% | 2026-Q2 (3 quarters ahead of as-of) |
| Clear Creek Financial Management, LLC new | 28,111 | $2M | 1.4% | 2025-Q3 |
| GOLDMAN SACHS GROUP INC added | 69,516 | $2M | 1.2% | 2026-Q2 (3 quarters ahead of as-of) |
| Keystone Financial Group, Inc. new | 22,081 | $2M | 1.1% | 2025-Q3 |
| Kingsview Wealth Management, LLC added | 43,958 | $1M | 0.8% | 2026-Q2 (3 quarters ahead of as-of) |
| TRED AVON FAMILY WEALTH, LLC new | 12,810 | $1M | 0.6% | 2025-Q3 |
| SC&H Financial Advisors, Inc. new | 12,466 | $1M | 0.6% | 2025-Q3 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 32,957 | $989K | 0.6% | 2026-Q2 (3 quarters ahead of as-of) |
| J.W. COLE ADVISORS, INC. added | 27,752 | $833K | 0.5% | 2026-Q2 (3 quarters ahead of as-of) |
| Integrity Wealth Solutions LLC new | 8,892 | $734K | 0.4% | 2025-Q3 |
| PFG Private Wealth Management, LLC new | 8,892 | $734K | 0.4% | 2025-Q3 |
| ENVESTNET ASSET MANAGEMENT INC added | 24,247 | $728K | 0.4% | 2026-Q2 (3 quarters ahead of as-of) |
| GUARDIAN WEALTH ADVISORS, LLC / NC new | 8,667 | $716K | 0.4% | 2025-Q3 |
| WEALTH EFFECTS LLC new | 7,930 | $655K | 0.4% | 2025-Q3 |
| JANE STREET GROUP, LLC trimmed | 17,881 | $537K | 0.3% | 2026-Q2 (3 quarters ahead of as-of) |
| TPG Advisors LLC new | 5,848 | $483K | 0.3% | 2025-Q3 |
| Wise Wealth Partners new | 5,544 | $458K | 0.3% | 2025-Q3 |
| McGlone Suttner Wealth Management, Inc. new | 4,321 | $357K | 0.2% | 2025-Q3 |
| Financial Architects, LLC new | 4,035 | $333K | 0.2% | 2025-Q3 |
| CITADEL ADVISORS LLC trimmed | 10,787 | $324K | 0.2% | 2026-Q2 (3 quarters ahead of as-of) |
| OSAIC HOLDINGS, INC. added | 10,364 | $311K | 0.2% | 2026-Q2 (3 quarters ahead of as-of) |
| UBS Group AG trimmed | 542 | $16K | 0.0% | 2026-Q2 (3 quarters ahead of as-of) |
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.