Among active 13F managers last quarter, 2 opened and 9 added, while 5 reduced; the largest holder to move was Z3 Capital Partners, LLC (+9.7%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
37 tracked 13F filers disclose a position in IDE as of the latest SEC 13F filings, a combined $33.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 643K | $8.0M | ▼−7.2% Reduced · −50K sh | Q1 2026 | |
| 2 | Z3 Capital Partners, LLC | 357K | $4.9M | ▲+9.7% Added · +32K sh | Q2 2026 | |
| 3 | Royal Bank Of Canada | 301K | $3.8M | ▲+0.9% Added · +3K sh | Q1 2026 | |
| 4 | Guggenheim Capital LLC | 140K | $1.7M | ▼−28% Reduced · −53K sh | Q1 2026 | |
| 5 | Oppenheimer & Co Inc | 127K | $1.8M | ▲+10% Added · +12K sh | Q2 2026 | |
| 6 | Wells Fargo & Company | 121K | $1.5M | ▲+41% Added · +35K sh | Q1 2026 | |
| 7 | LPL Financial LLC | 108K | $1.4M | ▲+20% Added · +18K sh | Q1 2026 | |
| 8 | Live Oak Private Wealth LLC | 84K | $1.2M | —Held | Q2 2026 | |
| 9 | Compound Planning, Inc. | 82K | $1.1M | ▼−0.7% Reduced · −554 sh | Q2 2026 | |
| 10 | UBS Group AG | 79K | $989K | ▲+7.1% Added · +5K sh | Q1 2026 | |
| 11 | &Partners | 55K | $764K | ▲+11% Added · +5K sh | Q2 2026 | |
| 12 | Alessandra Capital Management, LLC | 54K | $753K | ▲+9.9% Added · +5K sh | Q2 2026 | |
| 13 | Osaic Holdings, Inc. | 44K | $554K | ▼−9.5% Reduced · −5K sh | Q1 2026 | |
| 14 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 38K | $520K | ▲+5.2% Added · +2K sh | Q2 2026 | |
| 15 | Raymond James Financial Inc | 36K | $448K | ▲+1.9% Added · +660 sh | Q1 2026 | |
| 16 | C2C Wealth Management, LLC | 26K | $363K | —Held | Q2 2026 | |
| 17 | NWF Advisory Services Inc. | 24K | $338K | ▲+2.1% Added · +500 sh | Q2 2026 | |
| 18 | International Assets Investment Management, LLC | 24K | $325K | ▼−0.4% Reduced · −100 sh | Q2 2026 | |
| 19 | Kovack Advisors, Inc. | 24K | $325K | ▲+3.6% Added · +815 sh | Q2 2026 | |
| 20 | Uhlmann Price Securities, LLC | 23K | $318K | ▼−10% Reduced · −3K sh | Q2 2026 | |
| 21 | NewEdge Advisors, LLC | 22K | $301K | ▼−9.4% Reduced · −2K sh | Q2 2026 | |
| 22 | Cyndeo Wealth Partners, LLC | 20K | $281K | —Held | Q2 2026 | |
| 23 | Bank Of America Corp | 19K | $237K | ▼−4.5% Reduced · −907 sh | Q1 2026 | |
| 24 | Commonwealth Equity Services, LLC | 17K | $209K | ▲+0.7% Added · +119 sh | Q1 2026 | |
| 25 | Garden State Investment Advisory Services LLC | 15K | $206K | ▲+16% Added · +2K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in IDE and 9 added to an existing one, while 5 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 16 funds | $1.8B |
| Nvidia CorpNVDA | 16 funds | $1.6B |
| Microsoft CorpMSFT | 16 funds | $1.0B |
| Amazon.com IncAMZN | 16 funds | $938.0M |
| SS SPDR S&P 500 ETF Trust-USSPY | 16 funds | $867.0M |
| Broadcom IncAVGO | 16 funds | $658.5M |
| Alphabet Inc-CL CGOOG | 16 funds | $653.5M |
| Micron Technology IncMU | 16 funds | $460.8M |
| JPMorgan Chase & CoJPM | 16 funds | $410.5M |
| Tesla IncTSLA | 16 funds | $393.3M |
| Walmart IncWMT | 16 funds | $372.2M |
| Berkshire Hathaway Inc-CL BBRK/B | 16 funds | $364.9M |
Ranked by how many of IDE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IDE.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 26, 2018 | Weber Mark | Senior Managing Director | Sell (S) | 0 | $4 |
| Oct 22, 2013 | Weber Mark | Director | Buy (P) 2 lots, same day | 2K | $30K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 17 | 9 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for IDE
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IDE/capital-change-brief"
Use Arkolith's capital_change_brief for IDE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IDE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.