43 tracked 13F filers disclose a position in IHD as of the latest SEC 13F filings, a combined $46.4M 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 | MORGAN STANLEY | $8.3M | 1.2M | ▲+11% Added · +128K sh | Q1 2026 | |
| 2 | Bulldog Investors, LLP | $6.9M | 881K | ▼−10% Reduced · −101K sh | Q2 2026 | |
| 3 | Allspring Global Investments Holdings, LLC | $4.2M | 545K | ▼−51% Reduced · −556K sh | Q2 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $3.6M | 542K | ▲+0.6% Added · +3K sh | Q1 2026 | |
| 5 | Waterfront Wealth Inc. | $3.8M | 511K | ▲+5.1% Added · +25K sh | Q2 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $2.6M | 383K | ▲+157% Added · +234K sh | Q1 2026 | |
| 7 | Advisors Asset Management, Inc. | $2.7M | 383K | ▲New +383K sh | Q3 2026 | |
| 8 | Quarry LP | $1.7M | 212K | ▲New +212K sh | Q2 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $1.2M | 174K | ▼−11% Reduced · −22K sh | Q1 2026 | |
| 10 | GUGGENHEIM CAPITAL LLC | $1.1M | 173K | ▲New +173K sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $1.0M | 151K | ▼−2.9% Reduced · −5K sh | Q1 2026 | |
| 12 | Private Advisor Group, LLC | $1.1M | 135K | ▼−57% Reduced · −177K sh | Q2 2026 | |
| 13 | Arkadios Wealth Advisors | $1.0M | 134K | —Held | Q2 2026 | |
| 14 | &PARTNERS | $968K | 124K | ▼−3.7% Reduced · −5K sh | Q2 2026 | |
| 15 | Compound Planning, Inc. | $728K | 93K | ▲New +93K sh | Q2 2026 | |
| 16 | LPL Financial LLC | $617K | 93K | ▲+3.3% Added · +3K sh | Q1 2026 | |
| 17 | Almitas Capital LLC | $610K | 78K | ▲New +78K sh | Q2 2026 | |
| 18 | Navis Wealth Advisors, LLC | $496K | 74K | ▲New +74K sh | Q1 2026 | |
| 19 | Clear Street Group Inc. | $519K | 67K | ▲New +67K sh | Q2 2026 | |
| 20 | Kingsview Wealth Management, LLC | $418K | 54K | ▼−0.8% Reduced · −445 sh | Q2 2026 | |
| 21 | FIFTH THIRD BANCORP | $310K | 46K | ▲New +46K sh | Q1 2026 | |
| 22 | NewEdge Advisors, LLC | $291K | 37K | ▲~0% Added · +11 sh | Q2 2026 | |
| 23 | NWF Advisory Services Inc. | $261K | 34K | ▼−12% Reduced · −5K sh | Q2 2026 | |
| 24 | BOS Asset Management, LLC | $244K | 31K | ▲New +31K sh | Q2 2026 | |
| 25 | HB Wealth Management, LLC | $206K | 26K | —Held | 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, 8 funds opened a new position in IHD and 2 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $436.6M |
| APPLE INCAAPL | 13 funds | $2.6B |
| JPMORGAN CHASE & COJPM | 13 funds | $519.8M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 13 funds | $368.3M |
| CITIGROUP INCC | 13 funds | $273.1M |
| INVESCO QQQ TRUST SERIES 1QQQ | 13 funds | $248.6M |
| RTX CORPRTX | 13 funds | $162.9M |
| NVIDIA CORPNVDA | 12 funds | $2.7B |
| MICROSOFT CORPMSFT | 12 funds | $1.7B |
| AMAZON.COM INCAMZN | 12 funds | $1.7B |
| ALPHABET INC-CL AGOOGL | 12 funds | $1.5B |
| ALPHABET INC-CL CGOOG | 12 funds | $1.2B |
Ranked by how many of IHD's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 22, 2023 | Costa Vincent J | Insider | Buy (P) | 1K | $5K |
| Nov 5, 2021 | Costa Vincent J | MD Head of Global Equities, Director | Buy (P) | 1K | $7K |
| Apr 27, 2020 | Costa Vincent J | MD Head of Global Equities | Buy (P) | 500 | $3K |
| Oct 1, 2019 | Costa Vincent J | Insider | Buy (P) | 500 | $4K |
| Apr 26, 2018 | Weber Mark | Senior Managing Director | Sell (S) | 1 | $6 |
| May 16, 2014 | Weber Mark | Executive Vice President | Buy (P) | 2K | $25K |
| May 16, 2014 | Weber Mark | Executive Vice President | Buy (P) | 1K | $12K |
Connected entities for IHD
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/IHD/capital-change-brief"
Use Arkolith's capital_change_brief for IHD. 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 IHD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.