222 tracked 13F filers disclose a position in IHDG as of the latest SEC 13F filings, a combined $1.6B 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 | LPL Financial LLC | $181.7M | 3.8M | ▼−11% Reduced · −470K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $164.7M | 3.4M | ▲+0.5% Added · +18K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $112.8M | 2.3M | ▼−10% Reduced · −273K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $83.5M | 1.7M | ▲+3.5% Added · +58K sh | Q1 2026 | |
| 5 | Ameritas Advisory Services, LLC | $73.4M | 1.4M | ▲+44% Added · +429K sh | Q2 2026 | |
| 6 | Falcon Wealth Planning | $52.3M | 999K | ▲+6.5% Added · +61K sh | Q2 2026 | |
| 7 | Creative Planning | $44.4M | 922K | ▼−5.2% Reduced · −51K sh | Q1 2026 | |
| 8 | AE Wealth Management LLC | $41.9M | 869K | ▲+35% Added · +225K sh | Q1 2026 | |
| 9 | UBS Group AG | $38.8M | 806K | ▼−5.2% Reduced · −45K sh | Q1 2026 | |
| 10 | Trilogy Capital Inc. | $41.1M | 785K | ▲+1.5% Added · +12K sh | Q2 2026 | |
| 11 | STIFEL FINANCIAL CORP | $37.3M | 775K | ▼−5.2% Reduced · −43K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $36.8M | 764K | ▲+2.7% Added · +20K sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $31.1M | 646K | ▼−1.6% Reduced · −11K sh | Q1 2026 | |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $23.6M | 490K | ▼−11% Reduced · −61K sh | Q1 2026 | |
| 15 | CAPITAL WEALTH MANAGEMENT, LLC | $23.7M | 452K | ▲+2.1% Added · +9K sh | Q2 2026 | |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $19.5M | 406K | ▲57× Added · +398K sh | Q1 2026 | |
| 17 | Marietta Wealth Management, LLC | $20.4M | 389K | ▲+3.6% Added · +14K sh | Q2 2026 | |
| 18 | Summit Asset Management, LLC | $17.5M | 380K | ▼−0.5% Reduced · −2K sh | Q3 2025 | |
| 19 | WESCAP Management Group, Inc. | $19.8M | 379K | ▼−0.9% Reduced · −3K sh | Q2 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $18.1M | 375K | ▼−21% Reduced · −98K sh | Q1 2026 | |
| 21 | Gaddis Premier Wealth Advisors LLC | $17.3M | 331K | ▲+6.3% Added · +20K sh | Q2 2026 | |
| 22 | WEALTH MANAGEMENT RESOURCES, INC. | $17.2M | 329K | ▲+4.1% Added · +13K sh | Q2 2026 | |
| 23 | WELLS FARGO & COMPANY/MN | $14.9M | 309K | ▼−20% Reduced · −76K sh | Q1 2026 | |
| 24 | Prepared Retirement Institute LLC | $13.8M | 263K | ▼−2.1% Reduced · −6K sh | Q2 2026 | |
| 25 | Dynamic Advisor Solutions LLC | $13.6M | 259K | ▲+8.1% Added · +19K 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, 1 fund opened a new position in IHDG and 19 added to an existing one, while 19 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 | 113 funds | $40.2B |
| NVIDIA CORPNVDA | 112 funds | $46.6B |
| MICROSOFT CORPMSFT | 111 funds | $32.0B |
| AMAZON.COM INCAMZN | 111 funds | $22.1B |
| ALPHABET INC-CL AGOOGL | 111 funds | $18.2B |
| JOHNSON & JOHNSONJNJ | 110 funds | $6.9B |
| ALPHABET INC-CL CGOOG | 109 funds | $13.7B |
| META PLATFORMS INC-CLASS AMETA | 109 funds | $10.5B |
| JPMORGAN CHASE & COJPM | 109 funds | $8.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 109 funds | $6.9B |
| VANGUARD S&P 500 ETFVOO | 109 funds | $6.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 108 funds | $4.9B |
Ranked by how many of IHDG's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| DGRWmc | 711 funds | $11.7B |
| IHDGthis pagemc | 222 funds | $1.6B |
| XSOEmc | 220 funds | $1.1B |
| HEDJcs | 212 funds | $729.0M |
| AGGYmc | 159 funds | $712.5M |
| IQDGmc | 135 funds | $539.7M |
| DDWMmc | 132 funds | $1.1B |
| DGRSmc | 117 funds | $191.9M |
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 IHDG
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/IHDG/capital-change-brief"
Use Arkolith's capital_change_brief for IHDG. 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 IHDG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.