49 tracked 13F filers disclose a position in IDUB as of the latest SEC 13F filings, a combined $625.7M 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 | Integrated Wealth Concepts LLC | $210.0M | 7.6M | ▲+69% Added · +3.1M sh | Q2 2026 | |
| 2 | Aptus Capital Advisors, LLC | $208.9M | 7.6M | ▲+3.4% Added · +252K sh | Q2 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $41.3M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 4 | Second Line Capital, LLC | $39.0M | 1.4M | ▲+2.0% Added · +28K sh | Q2 2026 | |
| 5 | Waterloo Capital, L.P. | $26.2M | 952K | ▼−2.1% Reduced · −21K sh | Q2 2026 | |
| 6 | 6th Street Advisors, LLC | $15.6M | 567K | ▲+0.2% Added · +1K sh | Q2 2026 | |
| 7 | SWS Partners | $14.7M | 536K | ▼−1.9% Reduced · −10K sh | Q2 2026 | |
| 8 | Signal Advisors Wealth, LLC | $12.2M | 443K | ▲+27% Added · +95K sh | Q2 2026 | |
| 9 | MBE Wealth Management, LLC | $8.9M | 323K | ▲~0% Added · +24 sh | Q2 2026 | |
| 10 | SILVER OAK SECURITIES, INCORPORATED | $7.6M | 277K | ▲+4.2% Added · +11K sh | Q2 2026 | |
| 11 | Prime Capital Investment Advisors, LLC | $5.9M | 213K | ▲+15% Added · +28K sh | Q2 2026 | |
| 12 | Renasant Bank | $5.1M | 185K | ▲+2.7% Added · +5K sh | Q2 2026 | |
| 13 | Capital Investment Advisory Services, LLC | $4.6M | 169K | ▲32× Added · +163K sh | Q2 2026 | |
| 14 | Regal Investment Advisors LLC | $3.2M | 129K | ▲+2.3% Added · +3K sh | Q1 2026 | |
| 15 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $3.3M | 120K | ▼−4.8% Reduced · −6K sh | Q2 2026 | |
| 16 | Cushing Capital Partners, LLC | $3.3M | 118K | ▲+6.0% Added · +7K sh | Q2 2026 | |
| 17 | MARIPAU WEALTH MANAGEMENT LLC | $2.8M | 101K | ▲+9.0% Added · +8K sh | Q2 2026 | |
| 18 | Tailwinds Wealth, LLC | $2.6M | 96K | ▲New +96K sh | Q2 2026 | |
| 19 | Atria Investments, Inc | $2.5M | 91K | ▲+1.5% Added · +1K sh | Q2 2026 | |
| 20 | Lord & Richards Wealth Management, LLC | $2.0M | 72K | ▲+4.6% Added · +3K sh | Q2 2026 | |
| 21 | LPL Financial LLC | $825K | 33K | ▼−43% Reduced · −26K sh | Q1 2026 | |
| 22 | Talon Private Wealth, LLC | $774K | 31K | ▼−76% Reduced · −100K sh | Q1 2026 | |
| 23 | RFG Advisory, LLC | $704K | 26K | ▼−46% Reduced · −22K sh | Q2 2026 | |
| 24 | OSAIC HOLDINGS, INC. | $553K | 22K | ▼−6.9% Reduced · −2K sh | Q1 2026 | |
| 25 | Advisory Services Network, LLC | $506K | 20K | ▲+8.3% 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, 6 funds opened a new position in IDUB and 12 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 | $3.5B |
| NVIDIA CORPNVDA | 27 funds | $2.9B |
| MICROSOFT CORPMSFT | 27 funds | $1.7B |
| AMAZON.COM INCAMZN | 27 funds | $1.5B |
| ALPHABET INC-CL AGOOGL | 27 funds | $1.3B |
| JPMORGAN CHASE & COJPM | 27 funds | $848.4M |
| WALMART INCWMT | 27 funds | $799.3M |
| BROADCOM INCAVGO | 26 funds | $1.1B |
| INVESCO S&P 500 EQUAL WEIGHTRSP | 26 funds | $420.7M |
| VANGUARD FTSE EMERGING MARKEVWO | 25 funds | $752.9M |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $707.7M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 25 funds | $586.8M |
Ranked by how many of IDUB's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BGIGmc | 93 funds | $483.6M |
| SMIGFUND | 66 funds | $809.1M |
| IDUBthis pagecommon | 49 funds | $625.7M |
| JUCYmc | 48 funds | $300.9M |
| DUBScommon | 38 funds | $485.7M |
| TRFMETP | 38 funds | $115.1M |
| JEDImc | 36 funds | $26.6M |
| DSMCETF | 30 funds | $86.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for IDUB
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/IDUB/capital-change-brief"
Use Arkolith's capital_change_brief for IDUB. 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 IDUB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.