74 tracked 13F filers disclose a position in IDEQ as of the latest SEC 13F filings, a combined $452.2M 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 | LPL Financial LLC | $54.0M | 1.7M | ▲+195% Added · +1.1M sh | Q1 2026 | |
| 2 | Northwest Financial Advisors | $58.8M | 1.7M | ▲New +1.7M sh | Q2 2026 | |
| 3 | Bank of New York Mellon Corp | $48.0M | 1.5M | ▲+6.1% Added · +86K sh | Q1 2026 | |
| 4 | TOMPKINS FINANCIAL CORP | $30.5M | 869K | ▲New +869K sh | Q2 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $21.1M | 663K | ▲New +663K sh | Q1 2026 | |
| 6 | DENVER WEALTH MANAGEMENT, INC. | $19.7M | 563K | ▲+31% Added · +132K sh | Q2 2026 | |
| 7 | Alliance Wealth Advisors, LLC | $16.0M | 455K | ▲New +455K sh | Q2 2026 | |
| 8 | NORTHLAND SECURITIES, INC. | $14.5M | 413K | ▲New +413K sh | Q2 2026 | |
| 9 | JSF Financial, LLC | $14.3M | 409K | ▲New +409K sh | Q2 2026 | |
| 10 | Pinnacle Wealth Management, LLC | $14.2M | 406K | ▼−10% Reduced · −47K sh | Q2 2026 | |
| 11 | Navigation Group, LLC | $11.7M | 335K | ▲New +335K sh | Q2 2026 | |
| 12 | Meridian Financial Partners LLC | $11.1M | 319K | ▲+30% Added · +74K sh | Q2 2026 | |
| 13 | Members Advisory Group LLC | $10.9M | 311K | ▲+79% Added · +137K sh | Q2 2026 | |
| 14 | Western Wealth Management, LLC | $10.8M | 309K | ▲+54% Added · +108K sh | Q2 2026 | |
| 15 | PROSPERITY BANCSHARES INC | $10.8M | 308K | ▲+30% Added · +71K sh | Q2 2026 | |
| 16 | JONES FINANCIAL COMPANIES LLLP | $9.2M | 298K | ▲+70% Added · +122K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 271K | ▲13× Added · +250K sh | Q1 2026 | |
| 18 | Provident Wealth Management, LLC | $6.1M | 175K | ▲+12% Added · +18K sh | Q2 2026 | |
| 19 | Sigma Planning Corp | $5.9M | 170K | ▲+15% Added · +22K sh | Q2 2026 | |
| 20 | Spartan Wealth Advisory Services LLC | $5.7M | 161K | ▲New +161K sh | Q2 2026 | |
| 21 | TRUIST FINANCIAL CORP | $4.5M | 141K | ▲+32% Added · +34K sh | Q1 2026 | |
| 22 | Private Advisor Group, LLC | $4.5M | 130K | ▲New +130K sh | Q2 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $4.0M | 127K | ▲+24% Added · +25K sh | Q1 2026 | |
| 24 | CITADEL ADVISORS LLC | $3.7M | 116K | ▲New +116K sh | Q1 2026 | |
| 25 | Endowment Wealth Management, Inc. | $4.0M | 114K | ▲+7.6% Added · +8K 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, 17 funds opened a new position in IDEQ and 17 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 | 36 funds | $3.9B |
| AMAZON.COM INCAMZN | 36 funds | $2.9B |
| ISHARES CORE S&P 500 ETFIVV | 35 funds | $4.0B |
| MICROSOFT CORPMSFT | 35 funds | $2.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 35 funds | $1.2B |
| NVIDIA CORPNVDA | 34 funds | $5.3B |
| BROADCOM INCAVGO | 34 funds | $1.8B |
| ALPHABET INC-CL AGOOGL | 34 funds | $1.7B |
| ALPHABET INC-CL CGOOG | 34 funds | $1.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 34 funds | $1.0B |
| PROCTER & GAMBLE CO/THEPG | 34 funds | $287.4M |
| JPMORGAN CHASE & COJPM | 33 funds | $1.4B |
Ranked by how many of IDEQ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| IDEQthis pageMF Closed and MF Open | 74 funds | $452.2M |
| EMKTETF | 23 funds | $82.7M |
| JPYJAPANESE EQUITY | 9 funds | $24.7M |
| SYZUS SYSTEMATIC SM | 9 funds | $19.5M |
| 52110K202EQUITY MEGATREND | 6 funds | $12.6M |
| GLIXOTHER | 6 funds | $8.3M |
| 52110K509NEXT GEN TECHNOL | 3 funds | $2.3M |
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 IDEQ
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/IDEQ/capital-change-brief"
Use Arkolith's capital_change_brief for IDEQ. 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 IDEQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.