135 tracked 13F filers disclose a position in IQDG as of the latest SEC 13F filings, a combined $539.7M 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 | BANK OF AMERICA CORP /DE/ | $92.3M | 2.3M | ▲+1.5% Added · +35K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $67.1M | 1.7M | ▼−12% Reduced · −230K sh | Q1 2026 | |
| 3 | AlphaCore Capital LLC | $45.9M | 1.1M | ▼−1.5% Reduced · −16K sh | Q2 2026 | |
| 4 | LPL Financial LLC | $35.6M | 888K | ▼−14% Reduced · −142K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $31.2M | 776K | ▲+4.9% Added · +36K sh | Q1 2026 | |
| 6 | HighTower Advisors, LLC | $27.8M | 691K | ▲+25% Added · +137K sh | Q1 2026 | |
| 7 | UBS Group AG | $25.6M | 637K | ▲+5.3% Added · +32K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $24.1M | 599K | ▲+0.9% Added · +5K sh | Q1 2026 | |
| 9 | Revolve Wealth Partners, LLC | $19.6M | 454K | ▲+4.9% Added · +21K sh | Q2 2026 | |
| 10 | Prime Capital Investment Advisors, LLC | $14.0M | 324K | ▲+44% Added · +99K sh | Q2 2026 | |
| 11 | One Capital Management, LLC | $12.3M | 305K | —Held | Q2 2026 | |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.3M | 206K | ▲+23% Added · +38K sh | Q1 2026 | |
| 13 | Venturi Wealth Management, LLC | $8.1M | 187K | ▲+11% Added · +18K sh | Q2 2026 | |
| 14 | Premier Path Wealth Partners, LLC | $7.3M | 170K | ▲+33% Added · +42K sh | Q2 2026 | |
| 15 | Rockefeller Capital Management L.P. | $5.7M | 143K | ▲+2.6% Added · +4K sh | Q1 2026 | |
| 16 | CGN Advisors LLC | $6.1M | 142K | ▼−67% Reduced · −290K sh | Q2 2026 | |
| 17 | Catalyst Investment Management LLC | $5.2M | 122K | ▲+15% Added · +16K sh | Q2 2026 | |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.9M | 121K | ▲+6.9% Added · +8K sh | Q1 2026 | |
| 19 | Corient Private Wealth LLC | $4.7M | 117K | ▲+4.7% Added · +5K sh | Q1 2026 | |
| 20 | JOURNEY STRATEGIC WEALTH LLC | $4.6M | 116K | ▼−1.6% Reduced · −2K sh | Q1 2026 | |
| 21 | Fourth Dimension Wealth, LLC | $4.9M | 115K | ▲+4.5% Added · +5K sh | Q2 2026 | |
| 22 | ROYAL BANK OF CANADA | $4.5M | 113K | ▼−19% Reduced · −26K sh | Q1 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $4.4M | 109K | ▲+22% Added · +20K sh | Q1 2026 | |
| 24 | Kathmere Capital Management, LLC | $4.5M | 105K | ▼−2.1% Reduced · −2K sh | Q2 2026 | |
| 25 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $3.6M | 84K | ▲+521% Added · +71K 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, 8 funds opened a new position in IQDG and 17 added to an existing one, while 22 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 | 67 funds | $30.4B |
| NVIDIA CORPNVDA | 66 funds | $47.1B |
| APPLE INCAAPL | 66 funds | $38.5B |
| ALPHABET INC-CL AGOOGL | 66 funds | $17.9B |
| BROADCOM INCAVGO | 66 funds | $16.6B |
| JPMORGAN CHASE & COJPM | 66 funds | $9.4B |
| AMAZON.COM INCAMZN | 65 funds | $21.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 65 funds | $7.1B |
| ALPHABET INC-CL CGOOG | 64 funds | $13.1B |
| ELI LILLY & COLLY | 64 funds | $9.1B |
| JOHNSON & JOHNSONJNJ | 64 funds | $6.6B |
| HOME DEPOT INCHD | 64 funds | $4.5B |
Ranked by how many of IQDG'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 | 712 funds | $11.7B |
| IHDGmc | 220 funds | $1.6B |
| XSOEmc | 220 funds | $1.1B |
| HEDJcs | 212 funds | $729.0M |
| AGGYmc | 159 funds | $712.5M |
| IQDGthis pagemc | 135 funds | $539.7M |
| DDWMmc | 132 funds | $1.1B |
| DGRSmc | 116 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 IQDG
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/IQDG/capital-change-brief"
Use Arkolith's capital_change_brief for IQDG. 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 IQDG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.