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Funds Holding IDHQ

On this page, we present all of the funds holding IDHQ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IDHQ, with a link to that fund's top holdings. The next columns indicate the amount of IDHQ stock held by each of the funds holding IDHQ, followed by the IDHQ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 64 funds holding IDHQ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding IDHQ), click the fund name in the "Holder" column of the funds-holding-IDHQ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC993,344$28,400 12/31/2023
     IDHQ993,344$28,400 12/31/2023
Morgan Stanley946,099$27,049 12/31/2023
     IDHQ946,099$27,049 12/31/2023
Cedar Wealth Management LLC755,010$21,586 12/31/2023
     IDHQ755,010$21,586 12/31/2023
WCG Wealth Advisors LLC477,737$13,659 12/31/2023
     IDHQ477,737$13,659 12/31/2023
Equitable Holdings Inc.206,065$5,891 12/31/2023
     IDHQ206,065$5,891 12/31/2023
Raymond James & Associates188,934$5,402 12/31/2023
     IDHQ188,934$5,402 12/31/2023
Avantax Advisory Services Inc.163,847$4,684 12/31/2023
     IDHQ163,847$4,684 12/31/2023
Opes Wealth Management LLC150,011$4,289 12/31/2023
     IDHQ150,011$4,289 12/31/2023
Cornerstone Wealth Management LLC132,420$3,786 12/31/2023
     IDHQ132,420$3,786 12/31/2023
Advisor Group Holdings Inc.113,483$3,245 12/31/2023
     IDHQ113,483$3,245 12/31/2023
Merit Financial Group LLC80,515$2,302 12/31/2023
     IDHQ80,515$2,302 12/31/2023
Monticello Wealth Management LLC61,818$1,767 12/31/2023
     IDHQ61,818$1,767 12/31/2023
Envestnet Asset Management Inc.61,082$1,746 12/31/2023
     IDHQ61,082$1,746 12/31/2023
MML Investors Services LLC60,918$1,742 12/31/2023
     IDHQ60,918$1,742 12/31/2023
Breakwater Capital Group60,014$1,689 12/31/2023
     IDHQ60,014$1,689 12/31/2023
WT Wealth Management44,456$1,271 12/31/2023
     IDHQ44,456$1,271 12/31/2023
Truist Financial Corp39,062$1,117 12/31/2023
     IDHQ39,062$1,117 12/31/2023
Vertex Planning Partners LLC38,496$1,101 12/31/2023
     IDHQ38,496$1,101 12/31/2023
Cetera Advisor Networks LLC38,223$1,093 12/31/2023
     IDHQ38,223$1,093 12/31/2023
Lincoln National Corp35,233$1,007 12/31/2023
     IDHQ35,233$1,007 12/31/2023
McKinley Carter Wealth Services Inc.32,988$943 12/31/2023
     IDHQ32,988$943 12/31/2023
JPMorgan Chase & Co.29,388$840 12/31/2023
     IDHQ29,388$840 12/31/2023
Octavia Wealth Advisors LLC25,053$768 03/31/2024
     IDHQ25,053$768 03/31/2024
Creative Financial Designs Inc. ADV24,139$690 12/31/2023
     IDHQ24,139$690 12/31/2023
True Wealth Design LLC21,796$623 12/31/2023
     IDHQ21,796$623 12/31/2023
Raymond James Financial Services Advisors Inc.19,457$556 12/31/2023
     IDHQ19,457$556 12/31/2023
NorthStar Asset Management LLC NJ 17,895$512 12/31/2023
     IDHQ17,895$512 12/31/2023
CFS Investment Advisory Services LLC17,607$503 12/31/2023
     IDHQ17,607$503 12/31/2023
Financial Advocates Investment Management17,212$492 12/31/2023
     IDHQ17,212$492 12/31/2023
Private Advisor Group LLC16,751$479 12/31/2023
     IDHQ16,751$479 12/31/2023
Interactive Financial Advisors15,157$433 12/31/2023
     IDHQ15,157$433 12/31/2023
Flow Traders U.S. LLC12,817$366 12/31/2023
     IDHQ12,817$366 12/31/2023
Ullmann Financial Group Inc.11,025$315 12/31/2023
     IDHQ11,025$315 12/31/2023
Scharf Investments LLC9,836$302 03/31/2024
     IDHQ9,836$302 03/31/2024
Commonwealth Equity Services LLC10,542$301 12/31/2023
     IDHQ10,542$301 12/31/2023
Delta Investment Management LLC9,496$271 12/31/2023
     IDHQ9,496$271 12/31/2023
HighTower Advisors LLC8,818$252 12/31/2023
     IDHQ8,818$252 12/31/2023
Bank of America Corp DE8,630$247 12/31/2023
     IDHQ8,630$247 12/31/2023
Cambridge Investment Research Advisors Inc.8,640$247 12/31/2023
     IDHQ8,640$247 12/31/2023
Fifth Third Securities Inc.8,077$231 12/31/2023
     IDHQ8,077$231 12/31/2023
Royal Bank of Canada8,076$231 12/31/2023
     IDHQ8,076$231 12/31/2023
Kestra Advisory Services LLC7,939$227 12/31/2023
     IDHQ7,939$227 12/31/2023
Stifel Financial Corp7,596$217 12/31/2023
     IDHQ7,596$217 12/31/2023
Sterling Financial Planning Inc.7,451$213 12/31/2023
     IDHQ7,451$213 12/31/2023
LifePro Asset Management7,127$204 12/31/2023
     IDHQ7,127$204 12/31/2023
Capital Advisors Ltd. LLC3,087$88 12/31/2023
     IDHQ3,087$88 12/31/2023
Capital Investment Advisory Services LLC2,300$66 12/31/2023
     IDHQ2,300$66 12/31/2023
National Bank of Canada FI2,223$63 12/31/2023
     IDHQ2,223$63 12/31/2023
Principal Securities Inc.1,481$42 12/31/2023
     IDHQ1,481$42 12/31/2023
Steward Partners Investment Advisory LLC900$26 12/31/2023
     IDHQ900$26 12/31/2023
FMR LLC844$24 12/31/2023
     IDHQ844$24 12/31/2023
Private Trust Co. NA650$19 12/31/2023
     IDHQ650$19 12/31/2023
Harbour Investments Inc.388$11 12/31/2023
     IDHQ388$11 12/31/2023
Citigroup Inc.400$11 12/31/2023
     IDHQ400$11 12/31/2023
PSI Advisors LLC397$11 12/31/2023
     IDHQ397$11 12/31/2023
Impact Partnership Wealth LLC330$9 12/31/2023
     IDHQ330$9 12/31/2023
Front Row Advisors LLC253$7 12/31/2023
     IDHQ253$7 12/31/2023
Clarity Asset Management Inc.215$6 12/31/2023
     IDHQ215$6 12/31/2023
Geneos Wealth Management Inc.155$4 12/31/2023
     IDHQ155$4 12/31/2023
Spire Wealth Management159$4 12/31/2023
     IDHQ159$4 12/31/2023
The PNC Financial Services Group Inc.53$2 12/31/2023
     IDHQ53$2 12/31/2023
C M Bidwell & Associates Ltd.78$2 12/31/2023
     IDHQ78$2 12/31/2023
Sunbelt Securities Inc.37$1 03/31/2024
     IDHQ37$1 03/31/2024
Wells Fargo & Company MN1$0 12/31/2023
     IDHQ1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     IDHQ0$0 12/31/2023

See Summary: Institutional Holders of IDHQ
See Details: Top 10 Hedge Funds Holding IDHQ
Also See: IDHQ Holdings Changes

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