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Funds Holding IDEC

On this page, we present all of the funds holding IDEC from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IDEC, with a link to that fund's top holdings. The next columns indicate the amount of IDEC stock held by each of the funds holding IDEC, followed by the IDEC position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 16 funds holding IDEC within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Berger Financial Group Inc. For more details on the positions held by Berger Financial Group Inc (or by any of the other funds holding IDEC), click the fund name in the "Holder" column of the funds-holding-IDEC table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Berger Financial Group Inc60,323$1,619 03/31/2024
     IDEC60,323$1,619 03/31/2024
Personal CFO Solutions LLC17,558$454 12/31/2023
     IDEC17,558$454 12/31/2023
Crown Wealth Group LLC17,230$446 12/31/2023
     IDEC17,230$446 12/31/2023
Corrado Advisors LLC16,753$433 12/31/2023
     IDEC16,753$433 12/31/2023
First City Capital Management Inc.13,245$343 12/31/2023
     IDEC13,245$343 12/31/2023
Global Strategic Investment Solutions LLC12,805$331 12/31/2023
     IDEC12,805$331 12/31/2023
WPWealth LLP10,765$278 12/31/2023
     IDEC10,765$278 12/31/2023
KFG Wealth Management LLC9,664$259 03/31/2024
     IDEC9,664$259 03/31/2024
Lincoln National Corp8,787$227 12/31/2023
     IDEC8,787$227 12/31/2023
DHJJ Financial Advisors Ltd.5,220$140 03/31/2024
     IDEC5,220$140 03/31/2024
Capital Investment Advisory Services LLC3,200$86 03/31/2024
     IDEC3,200$86 03/31/2024
IFP Advisors Inc1,465$38 12/31/2023
     IDEC1,465$38 12/31/2023
Sugarloaf Wealth Management LLC600$16 03/31/2024
     IDEC600$16 03/31/2024
Advisor Group Holdings Inc.582$15 12/31/2023
     IDEC582$15 12/31/2023
Principal Securities Inc.327$8 12/31/2023
     IDEC327$8 12/31/2023
Harbour Investments Inc.59$2 12/31/2023
     IDEC59$2 12/31/2023
Proequities Inc.0$0 12/31/2023
     IDEC0$0 12/31/2023

See Summary: Institutional Holders of IDEC
See Details: Top 10 Hedge Funds Holding IDEC

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