243 tracked 13F filers disclose a position in IDEF as of the latest SEC 13F filings, a combined $3.6B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.5B | 44.6M | ▲New +44.6M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $418.2M | 12.8M | ▲540× Added · +12.8M sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $145.5M | 4.4M | ▲1k× Added · +4.4M sh | Q1 2026 | |
| 4 | MML INVESTORS SERVICES, LLC | $141.0M | 4.4M | ▲+50% Added · +1.5M sh | Q2 2026 | |
| 5 | Envestnet Portfolio Solutions, Inc. | $140.7M | 4.4M | ▲+12% Added · +482K sh | Q2 2026 | |
| 6 | CWM, LLC | $139.1M | 4.3M | ▲New +4.3M sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | $91.8M | 2.8M | ▲New +2.8M sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $78.0M | 2.5M | ▲New +2.5M sh | Q1 2026 | |
| 9 | Bank of New York Mellon Corp | $66.6M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 10 | JB Capital LLC | $58.7M | 1.8M | ▲+16% Added · +260K sh | Q2 2026 | |
| 11 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $58.0M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 12 | NewEdge Advisors, LLC | $46.1M | 1.5M | ▲+24% Added · +283K sh | Q2 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $37.3M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 14 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $34.9M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 15 | STIFEL FINANCIAL CORP | $29.3M | 895K | ▲New +895K sh | Q1 2026 | |
| 16 | Wharton Business Group, LLC | $27.5M | 866K | ▲+7.6% Added · +61K sh | Q2 2026 | |
| 17 | Atria Investments, Inc | $22.4M | 705K | ▲+20% Added · +116K sh | Q2 2026 | |
| 18 | Icon Wealth Advisors, LLC | $17.9M | 562K | ▲+17% Added · +81K sh | Q2 2026 | |
| 19 | ASSETMARK, INC | $17.2M | 542K | ▲+4.7% Added · +25K sh | Q2 2026 | |
| 20 | TRUIST FINANCIAL CORP | $17.4M | 531K | ▲New +531K sh | Q1 2026 | |
| 21 | Sanctuary Advisors, LLC | $15.5M | 487K | ▲+16% Added · +66K sh | Q2 2026 | |
| 22 | Sharkey, Howes & Javer | $14.2M | 447K | ▲+43% Added · +135K sh | Q2 2026 | |
| 23 | BlackRock, Inc. | $14.6M | 446K | ▲+12% Added · +46K sh | Q1 2026 | |
| 24 | PRINCIPAL SECURITIES, INC. | $13.2M | 417K | ▲+118% Added · +226K sh | Q2 2026 | |
| 25 | SteelPeak Wealth, LLC | $12.0M | 377K | ▲+20% Added · +62K 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, 14 funds opened a new position in IDEF and 33 added to an existing one, while 1 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 129 funds | $7.9B |
| NVIDIA CORPNVDA | 128 funds | $6.4B |
| MICROSOFT CORPMSFT | 127 funds | $4.2B |
| AMAZON.COM INCAMZN | 126 funds | $3.8B |
| ALPHABET INC-CL AGOOGL | 126 funds | $2.9B |
| ISHRS US E F R A ETF-USD INCDYNF | 126 funds | $2.7B |
| ISHRS AI IN AND TECH ACT ETFBAI | 125 funds | $1.3B |
| ISHARES CORE S&P 500 ETFIVV | 124 funds | $7.9B |
| ALPHABET INC-CL CGOOG | 124 funds | $2.3B |
| ISHARES LRG CP CR ACT ETF-UIBLCR | 124 funds | $527.0M |
| JPMORGAN CHASE & COJPM | 123 funds | $2.0B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 122 funds | $3.7B |
Ranked by how many of IDEF's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| DYNFmc | 816 funds | $32.6B |
| BAImc | 597 funds | $11.6B |
| THROmc | 451 funds | $7.2B |
| BLCRmc | 385 funds | $4.6B |
| COROmc | 341 funds | $4.4B |
| IALTmc | 295 funds | $1.5B |
| IDEFthis pagemc | 243 funds | $3.6B |
| LCTUmc | 198 funds | $1.1B |
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 IDEF
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/IDEF/capital-change-brief"
Use Arkolith's capital_change_brief for IDEF. 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 IDEF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.