270 tracked 13F filers disclose a position in IDU as of the latest SEC 13F filings, a combined $870.5M 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 | FIL Ltd | $212.2M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 2 | Destination Wealth Management | $70.4M | 606K | ▼−0.4% Reduced · −2K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $68.5M | 590K | ▼−10% Reduced · −68K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $60.4M | 520K | ▼−43% Reduced · −397K sh | Q1 2026 | |
| 5 | PGIM Custom Harvest LLC | $50.7M | 436K | ▼−4.1% Reduced · −18K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $42.9M | 369K | ▼−10% Reduced · −43K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $22.3M | 192K | ▼−18% Reduced · −43K sh | Q1 2026 | |
| 8 | Steward Partners Investment Advisory, LLC | $19.9M | 174K | ▼−59% Reduced · −251K sh | Q2 2026 | |
| 9 | ROYAL BANK OF CANADA | $17.3M | 149K | ▼−16% Reduced · −29K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $16.6M | 143K | ▼−36% Reduced · −80K sh | Q1 2026 | |
| 11 | LBMC INVESTMENT ADVISORS, LLC | $12.3M | 107K | ▲+0.4% Added · +470 sh | Q2 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $11.6M | 100K | ▼−6.1% Reduced · −7K sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $11.5M | 99K | ▲+2.8% Added · +3K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $11.2M | 96K | ▲+9.2% Added · +8K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $8.5M | 73K | ▼−20% Reduced · −19K sh | Q1 2026 | |
| 16 | ARRIEN INVESTMENTS, INC. | $8.1M | 70K | ▲+2.1% Added · +1K sh | Q2 2026 | |
| 17 | AE Wealth Management LLC | $8.0M | 69K | ▼−28% Reduced · −27K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $7.9M | 68K | ▲+11% Added · +7K sh | Q1 2026 | |
| 19 | Sovran Advisors, LLC | $7.6M | 66K | ▲+233% Added · +46K sh | Q2 2026 | |
| 20 | TRUIST FINANCIAL CORP | $7.4M | 63K | ▼−6.6% Reduced · −4K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $7.2M | 62K | ▼−51% Reduced · −65K sh | Q1 2026 | |
| 22 | UBS Group AG | $6.1M | 53K | ▲+9.5% Added · +5K sh | Q1 2026 | |
| 23 | FIRST NATIONAL BANK OF OMAHA | $6.1M | 53K | ▲+7.9% Added · +4K sh | Q2 2026 | |
| 24 | FORTE ASSET MANAGEMENT LLC | $6.0M | 52K | ▼−24% Reduced · −17K sh | Q2 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $5.7M | 50K | ▲+15% Added · +6K 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, 6 funds opened a new position in IDU and 21 added to an existing one, while 13 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 | 147 funds | $52.3B |
| MICROSOFT CORPMSFT | 147 funds | $47.2B |
| NVIDIA CORPNVDA | 145 funds | $60.0B |
| ALPHABET INC-CL CGOOG | 142 funds | $21.9B |
| AMAZON.COM INCAMZN | 141 funds | $36.5B |
| JPMORGAN CHASE & COJPM | 141 funds | $15.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 141 funds | $14.7B |
| ALPHABET INC-CL AGOOGL | 139 funds | $30.6B |
| ISHARES CORE S&P 500 ETFIVV | 139 funds | $25.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 138 funds | $9.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 137 funds | $6.0B |
| BROADCOM INCAVGO | 136 funds | $23.5B |
Ranked by how many of IDU'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 IDU
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/IDU/capital-change-brief"
Use Arkolith's capital_change_brief for IDU. 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 IDU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.