117 tracked 13F filers disclose a position in IDR as of the latest SEC 13F filings, a combined $209.8M 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 | STATE STREET CORP | $40.3M | 1.2M | ▲+6.7% Added · +77K sh | Q2 2026 | |
| 2 | BlackRock, Inc. | $36.7M | 1.1M | ▲+2.3% Added · +26K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $20.7M | 643K | →First observed position No prior filed position | Q1 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $12.4M | 385K | ▲+12% Added · +42K sh | Q1 2026 | |
| 5 | VAN ECK ASSOCIATES CORP | Withheld | 384K | ▼−22% Reduced · −108K sh | Q1 2026 | |
| 6 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $6.7M | 207K | ▲+0.4% Added · +855 sh | Q1 2026 | |
| 7 | Bridgewater Associates, LP | $6.4M | 200K | ▲+67% Added · +80K sh | Q1 2026 | |
| 8 | CITIGROUP INC | $5.2M | 162K | ▲41× Added · +158K sh | Q1 2026 | |
| 9 | NAVELLIER & ASSOCIATES INC | $5.1M | 157K | ▲+43% Added · +47K sh | Q2 2026 | |
| 10 | JW Asset Management, LLC | $4.6M | 141K | ▼−1.4% Reduced · −2K sh | Q2 2026 | |
| 11 | NORTHERN TRUST CORP | $4.3M | 134K | ▲+3.8% Added · +5K sh | Q1 2026 | |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | $4.1M | 128K | →First observed position No prior filed position | Q1 2026 | |
| 13 | LPL Financial LLC | $4.1M | 127K | ▲+23% Added · +24K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $3.9M | 122K | ▼−11% Reduced · −15K sh | Q1 2026 | |
| 15 | Nuveen, LLC | $3.2M | 101K | ▲+3.4% Added · +3K sh | Q1 2026 | |
| 16 | VANGUARD FIDUCIARY TRUST CO | $3.2M | 100K | →First observed position No prior filed position | Q1 2026 | |
| 17 | AMERIPRISE FINANCIAL INC | $3.0M | 94K | ▲+14% Added · +11K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $2.8M | 87K | ▼−22% Reduced · −25K sh | Q1 2026 | |
| 19 | Bank of New York Mellon Corp | $2.5M | 76K | ▼−12% Reduced · −10K sh | Q1 2026 | |
| 20 | Schonfeld Strategic Advisors LLC | $2.1M | 64K | ▼−24% Reduced · −20K sh | Q1 2026 | |
| 21 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.9M | 59K | ▼−9.2% Reduced · −6K sh | Q1 2026 | |
| 22 | DIMENSIONAL FUND ADVISORS LP | $1.9M | 58K | ▲~0% Added · +7 sh | Q1 2026 | |
| 23 | PRINCIPAL FINANCIAL GROUP INC | $1.7M | 53K | ▲+144% Added · +32K sh | Q1 2026 | |
| 24 | UBS Group AG | $1.6M | 51K | ▲+36% Added · +13K sh | Q1 2026 | |
| 25 | LOS ANGELES CAPITAL MANAGEMENT LLC | $1.5M | 48K | ▲+60% Added · +18K 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, 11 funds opened a new position in IDR and 19 added to an existing one, while 9 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 50 funds | $137.8B |
| ALPHABET INC-CL AGOOGL | 50 funds | $73.5B |
| NVIDIA CORPNVDA | 49 funds | $193.3B |
| APPLE INCAAPL | 49 funds | $149.2B |
| BROADCOM INCAVGO | 49 funds | $81.1B |
| META PLATFORMS INC-CLASS AMETA | 49 funds | $54.2B |
| JPMORGAN CHASE & COJPM | 49 funds | $27.7B |
| COSTCO WHOLESALE CORPCOST | 49 funds | $18.3B |
| WALMART INCWMT | 49 funds | $15.1B |
| CHEVRON CORPCVX | 49 funds | $12.7B |
| AMAZON.COM INCAMZN | 48 funds | $93.5B |
| TESLA INCTSLA | 48 funds | $33.3B |
Ranked by how many of IDR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jan 16, 2026 | BRACKEBUSCH GRANT A | CFO/Vice President, Director | Sell (S) | 14K | $634K |
| Dec 30, 2025 | Swallow John | President & CEO, Director | Sell (S) | 20K | $834K |
| Dec 22, 2025 | Swallow John | President & CEO, Director | Sell (S) | 30K | $1.3M |
| Nov 18, 2025 | Beaven Richard Scott | Director | Sell (S) | 2K | $69K |
| Sep 23, 2025 | Swallow John | President & CEO, Director | Sell (S) | 49K | $1.5M |
| Sep 23, 2025 | Swallow John | President & CEO, Director | Sell (S) | 39K | $1.2M |
| Sep 22, 2025 | Morgan Robert John | VP Exploration | Sell (S) | 7K | $218K |
| Sep 19, 2025 | BRACKEBUSCH GRANT A | CFO/Vice President, Director | Sell (S) | 16K | $470K |
| Aug 19, 2025 | Swallow John | President & CEO, Director | Sell (S) | 50K | $1.2M |
| Aug 11, 2025 | Shiell Kevin G | Director | Sell (S) | 7K | $163K |
| Jul 18, 2025 | Hayes Monique D | Corporate Secretary | Sell (S) | 5K | $101K |
| Jul 10, 2025 | Swallow John | President & CEO, Director | Sell (S) | 100K | $1.5M |
Connected entities for IDR
This stock 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/IDR/capital-change-brief"
Use Arkolith's capital_change_brief for IDR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IDR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.