63 tracked 13F filers disclose a position in IDNA as of the latest SEC 13F filings, a combined $68.5M 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 | UBS Group AG | $14.1M | 487K | ▲+0.2% Added · +787 sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $13.3M | 459K | ▲+32% Added · +112K sh | Q1 2026 | |
| 3 | Wharton Business Group, LLC | $9.1M | 268K | ▼−0.6% Reduced · −2K sh | Q2 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $3.3M | 114K | ▲+14% Added · +14K sh | Q1 2026 | |
| 5 | Portland Global Advisors LLC | $3.6M | 105K | ▲+1.1% Added · +1K sh | Q2 2026 | |
| 6 | MORGAN STANLEY | $2.7M | 94K | ▲+51% Added · +32K sh | Q1 2026 | |
| 7 | Trek Financial, LLC | $3.1M | 91K | ▲New +91K sh | Q2 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $2.2M | 77K | ▼−45% Reduced · −64K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $2.1M | 73K | ▲+14% Added · +9K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $1.5M | 52K | ▼−15% Reduced · −9K sh | Q1 2026 | |
| 11 | Lido Advisors, LLC | $1.3M | 38K | ▲+15% Added · +5K sh | Q2 2026 | |
| 12 | Clearwater Capital Advisors, LLC | $1.1M | 33K | ▼−9.4% Reduced · −3K sh | Q2 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $804K | 28K | ▼−0.7% Reduced · −187 sh | Q1 2026 | |
| 14 | Avior Wealth Management, LLC | $760K | 26K | —Held | Q1 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $722K | 25K | ▲+5.6% Added · +1K sh | Q1 2026 | |
| 16 | GTS SECURITIES LLC | $677K | 23K | ▲New +23K sh | Q1 2026 | |
| 17 | Steward Partners Investment Advisory, LLC | $782K | 23K | ▼−1.8% Reduced · −416 sh | Q2 2026 | |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $725K | 22K | ▼−88% Reduced · −154K sh | Q2 2026 | |
| 19 | JONES FINANCIAL COMPANIES LLLP | $576K | 21K | ▲+5.7% Added · +1K sh | Q1 2026 | |
| 20 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $597K | 18K | ▼−17% Reduced · −4K sh | Q2 2026 | |
| 21 | PRUDENTIAL PLC | $567K | 17K | ▲+4.3% Added · +700 sh | Q2 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $552K | 16K | ▲+70% Added · +7K sh | Q2 2026 | |
| 23 | Cetera Investment Advisers | $445K | 15K | ▲+6.1% Added · +878 sh | Q1 2026 | |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $360K | 12K | ▲+32% Added · +3K sh | Q1 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $324K | 11K | ▲+28% 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 IDNA and 7 added to an existing one, while 5 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 | 27 funds | $4.0B |
| NVIDIA CORPNVDA | 27 funds | $2.9B |
| MICROSOFT CORPMSFT | 27 funds | $2.8B |
| AMAZON.COM INCAMZN | 27 funds | $1.9B |
| ALPHABET INC-CL AGOOGL | 27 funds | $1.6B |
| ALPHABET INC-CL CGOOG | 27 funds | $1.4B |
| JPMORGAN CHASE & COJPM | 27 funds | $1.4B |
| BROADCOM INCAVGO | 26 funds | $1.4B |
| ELI LILLY & COLLY | 26 funds | $1.1B |
| VANGUARD S&P 500 ETFVOO | 26 funds | $1.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 26 funds | $566.5M |
| JOHNSON & JOHNSONJNJ | 26 funds | $253.7M |
Ranked by how many of IDNA'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 IDNA
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/IDNA/capital-change-brief"
Use Arkolith's capital_change_brief for IDNA. 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 IDNA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.