Among active 13F managers last quarter, 4 opened and 1 added, while 9 reduced; the largest holder to move was Corrado Advisors, LLC (−1.7%).
48 tracked 13F filers disclose a position in IDEC as of the latest SEC 13F filings, a combined $25.6M 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 | Corrado Advisors, LLC | 76K | $2.6M | ▼−1.7% Reduced · −1K sh | Q2 2026 | |
| 2 | Berger Financial Group, Inc | 49K | $1.7M | ▼−0.3% Reduced · −126 sh | Q2 2026 | |
| 3 | Commonwealth Equity Services, LLC | 46K | $1.5M | ▲+6.0% Added · +3K sh | Q1 2026 | |
| 4 | Belpointe Asset Management LLC | 45K | $1.5M | ▼−9.9% Reduced · −5K sh | Q1 2026 | |
| 5 | Signaturefd, LLC | 37K | $1.2M | —Held | Q1 2026 | |
| 6 | Susquehanna International Group, LLP | 34K | $1.1M | ▲New +34K sh | Q1 2026 | |
| 7 | Old Mission Capital LLC | 27K | $885K | ▲New +27K sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | 27K | $920K | ▼−33% Reduced · −13K sh | Q2 2026 | |
| 9 | Truist Financial Corp | 27K | $872K | —Held | Q1 2026 | |
| 10 | Cetera Investment Advisers | 26K | $846K | ▼−9.1% Reduced · −3K sh | Q1 2026 | |
| 11 | Osaic Holdings, Inc. | 26K | $845K | ▼−41% Reduced · −18K sh | Q1 2026 | |
| 12 | Gill Capital Partners, LLC | 26K | $883K | ▼−0.1% Reduced · −40 sh | Q2 2026 | |
| 13 | LPL Financial LLC | 22K | $712K | ▼−0.3% Reduced · −65 sh | Q1 2026 | |
| 14 | Fiduciary Financial Group, LLC | 21K | $704K | —Held | Q2 2026 | |
| 15 | Americana Partners, LLC | 20K | $699K | ▼−49% Reduced · −20K sh | Q2 2026 | |
| 16 | First Commonwealth Financial Corp | 17K | $592K | —Held | Q2 2026 | |
| 17 | Financial Solutions Advisory Group, Inc. | 17K | $586K | ▼−0.4% Reduced · −63 sh | Q2 2026 | |
| 18 | Outlook Wealth Advisors, LLC | 16K | $555K | ▲+12% Added · +2K sh | Q2 2026 | |
| 19 | Wealth Alliance, LLC | 15K | $502K | —Held | Q2 2026 | |
| 20 | Beacon Pointe Advisors, LLC | 14K | $488K | —Held | Q2 2026 | |
| 21 | Cypress Financial Planning LLC | 14K | $485K | ▼−0.3% Reduced · −49 sh | Q2 2026 | |
| 22 | KFG Wealth Management, LLC | 13K | $458K | —Held | Q2 2026 | |
| 23 | Private Advisor Group, LLC | 13K | $451K | —Held | Q2 2026 | |
| 24 | Diligent Investors, LLC | 12K | $399K | ▼−0.1% Reduced · −10 sh | Q2 2026 | |
| 25 | Jane Street Group, LLC | 11K | $364K | ▲New +11K sh | Q1 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 4 funds opened a new position in IDEC and 1 added to an existing one, while 9 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 |
|---|---|---|
| Nvidia CorpNVDA | 25 funds | $1.3B |
| Apple IncAAPL | 24 funds | $1.5B |
| SS SPDR S&P 500 ETF Trust-USSPY | 24 funds | $1.0B |
| Microsoft CorpMSFT | 24 funds | $868.0M |
| Vanguard S&P 500 ETFVOO | 24 funds | $855.8M |
| Invesco QQQ Trust Series 1QQQ | 24 funds | $744.7M |
| Amazon.com IncAMZN | 24 funds | $676.6M |
| Alphabet Inc-CL AGOOGL | 24 funds | $584.4M |
| JPMorgan Chase & CoJPM | 24 funds | $364.2M |
| Ishares Core S&P 500 ETFIVV | 23 funds | $805.3M |
| Broadcom IncAVGO | 23 funds | $544.0M |
| Vanguard Total Stock MKT ETFVTI | 23 funds | $476.1M |
Ranked by how many of IDEC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IDEC.
| Class | 13F holders | Value held |
|---|---|---|
| BALTmc | 285 funds | $1.6B |
| SFLRmc | 205 funds | $1.4B |
| BUFFmc | 151 funds | $562.4M |
| ZALTmc | 105 funds | $674.0M |
| QFLRmc | 104 funds | $333.3M |
| BUFBmc | 88 funds | $175.3M |
| JAJLmc | 82 funds | $135.0M |
| ZJULmc | 80 funds | $61.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for IDEC
This ETF 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/IDEC/capital-change-brief"
Use Arkolith's capital_change_brief for IDEC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IDEC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.