Among active 13F managers last quarter, 2 opened and none reduced or exited; the largest holder to move was Clearstead Advisors, LLC (new position).
4 tracked 13F filers disclose a position in ITDE as of the latest SEC 13F filings, a combined $123K 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Clearstead Advisors, LLC | 2K | $60K | ▲New +2K sh | Q2 2026 | |
| 2 | Geneos Wealth Management Inc. | 1K | $50K | —Held | Q2 2026 | |
| 3 | Osaic Holdings, Inc. | 339 | $12K | —Held | Q1 2026 | |
| 4 | Farther Finance Advisors, LLC | 10 | $361 | ▲New +10 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, 2 funds opened a new position in ITDE, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Vanguard S&P 500 ETFVOO | 2 funds | $1.3B |
| Ishares Core S&P 500 ETFIVV | 2 funds | $881.6M |
| Apple IncAAPL | 2 funds | $560.6M |
| Nvidia CorpNVDA | 2 funds | $353.8M |
| Microsoft CorpMSFT | 2 funds | $330.3M |
| Paccar IncPCAR | 2 funds | $295.6M |
| Vanguard Ftse Developed ETFVEA | 2 funds | $277.8M |
| Vanguard Mid-Cap ETFVO | 2 funds | $272.3M |
| Vanguard Value ETFVTV | 2 funds | $266.3M |
| Ishares Russell 1000 GrowthIWF | 2 funds | $265.6M |
| Amazon.com IncAMZN | 2 funds | $254.0M |
| SS SPDR S&P 500 ETF Trust-USSPY | 2 funds | $222.8M |
Ranked by how many of ITDE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ITDE.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBmc | 157 funds | $1.6B |
| IBDZmc | 116 funds | $592.6M |
| IBMSmc | 108 funds | $225.6M |
| TOPTmc | 94 funds | $179.9M |
| IBCAmc | 82 funds | $192.1M |
| IBMTmc | 68 funds | $71.5M |
| IBTPmc | 60 funds | $211.0M |
| MAXJmc | 47 funds | $73.5M |
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 ITDE
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/ITDE/capital-change-brief"
Use Arkolith's capital_change_brief for ITDE. 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 ITDE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.