119 tracked 13F filers disclose a position in IDHQ as of the latest SEC 13F filings, a combined $520.7M 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 | $64.9M | 1.8M | ▲+6.9% Added · +119K sh | Q1 2026 | |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $42.8M | 1.2M | ▲+7.8% Added · +88K sh | Q1 2026 | |
| 3 | WCG Wealth Advisors LLC | $30.5M | 863K | ▲+3.4% Added · +28K sh | Q1 2026 | |
| 4 | Cedar Wealth Management, LLC | $36.3M | 830K | ▲+1.0% Added · +9K sh | Q2 2026 | |
| 5 | MORGAN STANLEY | $23.6M | 668K | ▲+6.9% Added · +43K sh | Q1 2026 | |
| 6 | Berkeley, Inc | $29.1M | 665K | ▲+1.1% Added · +7K sh | Q2 2026 | |
| 7 | KWB Wealth | $23.7M | 543K | ▲33× Added · +526K sh | Q2 2026 | |
| 8 | Cetera Investment Advisers | $18.8M | 531K | ▼−2.5% Reduced · −14K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $16.3M | 461K | ▲+105% Added · +236K sh | Q1 2026 | |
| 10 | Chaney Capital Management, Inc. | $18.0M | 412K | ▲+4.6% Added · +18K sh | Q2 2026 | |
| 11 | Integrated Capital Management, LLC | $16.5M | 377K | ▲+2.0% Added · +7K sh | Q2 2026 | |
| 12 | Marks Group Wealth Management, Inc | $14.1M | 323K | ▲New +323K sh | Q2 2026 | |
| 13 | Heck Capital Advisors, LLC | $13.0M | 298K | ▼−5.4% Reduced · −17K sh | Q2 2026 | |
| 14 | JANE STREET GROUP, LLC | $10.1M | 284K | ▲12× Added · +260K sh | Q1 2026 | |
| 15 | Elevated Financial Group LLC | $11.4M | 261K | ▲+11% Added · +25K sh | Q2 2026 | |
| 16 | PRINCIPAL SECURITIES, INC. | $10.7M | 244K | ▲+115% Added · +130K sh | Q2 2026 | |
| 17 | BOS Asset Management, LLC | $10.5M | 239K | ▼−0.1% Reduced · −142 sh | Q2 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $8.4M | 238K | ▲+5.0% Added · +11K sh | Q1 2026 | |
| 19 | Concurrent Investment Advisors, LLC | $10.1M | 231K | ▲+5.6% Added · +12K sh | Q2 2026 | |
| 20 | Destiny Wealth Partners, LLC | $9.5M | 217K | ▼−2.7% Reduced · −6K sh | Q2 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $7.6M | 215K | ▲+220% Added · +148K sh | Q1 2026 | |
| 22 | Well Done, LLC | $9.0M | 205K | ▼−4.3% Reduced · −9K sh | Q2 2026 | |
| 23 | Cornerstone Wealth Management, LLC | $6.8M | 155K | ▼−1.8% Reduced · −3K sh | Q2 2026 | |
| 24 | EP Wealth Advisors, LLC | $6.2M | 142K | ▲New +142K sh | Q2 2026 | |
| 25 | STIFEL FINANCIAL CORP | $4.2M | 120K | ▲+2.0% Added · +2K 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.
Last quarter, 7 funds opened a new position in IDHQ and 19 added to an existing one, while 14 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 |
|---|---|---|
| NVIDIA CORPNVDA | 52 funds | $8.5B |
| APPLE INCAAPL | 52 funds | $6.5B |
| AMAZON.COM INCAMZN | 52 funds | $4.7B |
| MICROSOFT CORPMSFT | 52 funds | $4.4B |
| ALPHABET INC-CL AGOOGL | 52 funds | $3.2B |
| ALPHABET INC-CL CGOOG | 50 funds | $2.6B |
| META PLATFORMS INC-CLASS AMETA | 50 funds | $2.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 50 funds | $1.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 49 funds | $4.3B |
| BROADCOM INCAVGO | 49 funds | $3.0B |
| JPMORGAN CHASE & COJPM | 49 funds | $2.8B |
| ISHARES CORE S&P 500 ETFIVV | 48 funds | $7.7B |
Ranked by how many of IDHQ's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for IDHQ
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/IDHQ/capital-change-brief"
Use Arkolith's capital_change_brief for IDHQ. 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 IDHQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.