259 tracked 13F filers disclose a position in IDMO as of the latest SEC 13F filings, a combined $2.2B 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 | $308.3M | 5.6M | ▲+24% Added · +1.1M sh | Q1 2026 | |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $171.9M | 3.1M | ▲+59% Added · +1.2M sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $115.1M | 2.1M | ▲+33% Added · +523K sh | Q1 2026 | |
| 4 | SHP Wealth Management | $123.3M | 2.0M | ▲+2.0% Added · +41K sh | Q2 2026 | |
| 5 | GREAT VALLEY ADVISOR GROUP, INC. | $93.6M | 1.6M | ▲+12% Added · +162K sh | Q2 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $81.7M | 1.5M | ▲+56% Added · +532K sh | Q1 2026 | |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $56.7M | 1.0M | ▲+56% Added · +372K sh | Q1 2026 | |
| 8 | Equitable Holdings, Inc. | $55.8M | 926K | ▲+28% Added · +201K sh | Q2 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $39.5M | 720K | ▲+53% Added · +250K sh | Q1 2026 | |
| 10 | MML INVESTORS SERVICES, LLC | $42.5M | 704K | ▲+37% Added · +191K sh | Q2 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $34.9M | 636K | ▲+21% Added · +109K sh | Q1 2026 | |
| 12 | ADAMSBROWN WEALTH CONSULTANTS LLC | $37.7M | 625K | ▲+5.0% Added · +30K sh | Q2 2026 | |
| 13 | Drake & Associates, LLC | $36.1M | 598K | ▲+9.1% Added · +50K sh | Q2 2026 | |
| 14 | HighTower Advisors, LLC | $31.0M | 565K | ▲+92% Added · +270K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $30.7M | 560K | ▲+5.9% Added · +31K sh | Q1 2026 | |
| 16 | CWM, LLC | $29.6M | 539K | ▲+14% Added · +66K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $29.4M | 536K | ▲+496% Added · +446K sh | Q1 2026 | |
| 18 | PLANNING ALTERNATIVES LTD /ADV | $30.4M | 504K | ▲+4.3% Added · +21K sh | Q2 2026 | |
| 19 | Gratus Wealth Advisors, LLC | $28.4M | 470K | ▲+3.0% Added · +14K sh | Q2 2026 | |
| 20 | McIlrath & Eck, LLC | $25.0M | 456K | ▲+3.1% Added · +14K sh | Q1 2026 | |
| 21 | Retirement Management Systems Inc. | $26.3M | 435K | ▲+7.4% Added · +30K sh | Q2 2026 | |
| 22 | Whitaker-Myers Wealth Managers, LTD. | $26.1M | 432K | ▲+8.7% Added · +35K sh | Q2 2026 | |
| 23 | Rooted Wealth Advisors, Inc. | $25.8M | 428K | ▲+13% Added · +49K sh | Q2 2026 | |
| 24 | Insight Wealth Strategies, LLC | $23.1M | 386K | ▲+4.7% Added · +17K sh | Q2 2026 | |
| 25 | WELLS FARGO & COMPANY/MN | $19.6M | 358K | ▲71× Added · +353K 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, 2 funds opened a new position in IDMO and 32 added to an existing one, while 4 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 | 121 funds | $20.2B |
| NVIDIA CORPNVDA | 119 funds | $23.1B |
| MICROSOFT CORPMSFT | 119 funds | $14.3B |
| AMAZON.COM INCAMZN | 119 funds | $10.9B |
| ALPHABET INC-CL AGOOGL | 116 funds | $9.8B |
| JPMORGAN CHASE & COJPM | 115 funds | $6.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 115 funds | $4.2B |
| BROADCOM INCAVGO | 114 funds | $9.3B |
| META PLATFORMS INC-CLASS AMETA | 114 funds | $6.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 114 funds | $6.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 113 funds | $4.9B |
| VANGUARD S&P 500 ETFVOO | 113 funds | $4.2B |
Ranked by how many of IDMO'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 IDMO
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/IDMO/capital-change-brief"
Use Arkolith's capital_change_brief for IDMO. 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 IDMO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.