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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
LPL Financial LLC | 993,344 | $28,400 | 12/31/2023 |
IDHQ | 993,344 | $28,400 | 12/31/2023 |
Morgan Stanley | 946,099 | $27,049 | 12/31/2023 |
IDHQ | 946,099 | $27,049 | 12/31/2023 |
Cedar Wealth Management LLC | 755,010 | $21,586 | 12/31/2023 |
IDHQ | 755,010 | $21,586 | 12/31/2023 |
WCG Wealth Advisors LLC | 477,737 | $13,659 | 12/31/2023 |
IDHQ | 477,737 | $13,659 | 12/31/2023 |
Equitable Holdings Inc. | 206,065 | $5,891 | 12/31/2023 |
IDHQ | 206,065 | $5,891 | 12/31/2023 |
Raymond James & Associates | 188,934 | $5,402 | 12/31/2023 |
IDHQ | 188,934 | $5,402 | 12/31/2023 |
Avantax Advisory Services Inc. | 163,847 | $4,684 | 12/31/2023 |
IDHQ | 163,847 | $4,684 | 12/31/2023 |
Opes Wealth Management LLC | 150,011 | $4,289 | 12/31/2023 |
IDHQ | 150,011 | $4,289 | 12/31/2023 |
Cornerstone Wealth Management LLC | 132,420 | $3,786 | 12/31/2023 |
IDHQ | 132,420 | $3,786 | 12/31/2023 |
Advisor Group Holdings Inc. | 113,483 | $3,245 | 12/31/2023 |
IDHQ | 113,483 | $3,245 | 12/31/2023 |
Merit Financial Group LLC | 80,515 | $2,302 | 12/31/2023 |
IDHQ | 80,515 | $2,302 | 12/31/2023 |
Monticello Wealth Management LLC | 61,818 | $1,767 | 12/31/2023 |
IDHQ | 61,818 | $1,767 | 12/31/2023 |
Envestnet Asset Management Inc. | 61,082 | $1,746 | 12/31/2023 |
IDHQ | 61,082 | $1,746 | 12/31/2023 |
MML Investors Services LLC | 60,918 | $1,742 | 12/31/2023 |
IDHQ | 60,918 | $1,742 | 12/31/2023 |
Breakwater Capital Group | 60,014 | $1,689 | 12/31/2023 |
IDHQ | 60,014 | $1,689 | 12/31/2023 |
WT Wealth Management | 44,456 | $1,271 | 12/31/2023 |
IDHQ | 44,456 | $1,271 | 12/31/2023 |
Truist Financial Corp | 39,062 | $1,117 | 12/31/2023 |
IDHQ | 39,062 | $1,117 | 12/31/2023 |
Vertex Planning Partners LLC | 38,496 | $1,101 | 12/31/2023 |
IDHQ | 38,496 | $1,101 | 12/31/2023 |
Cetera Advisor Networks LLC | 38,223 | $1,093 | 12/31/2023 |
IDHQ | 38,223 | $1,093 | 12/31/2023 |
Lincoln National Corp | 35,233 | $1,007 | 12/31/2023 |
IDHQ | 35,233 | $1,007 | 12/31/2023 |
McKinley Carter Wealth Services Inc. | 32,988 | $943 | 12/31/2023 |
IDHQ | 32,988 | $943 | 12/31/2023 |
JPMorgan Chase & Co. | 29,388 | $840 | 12/31/2023 |
IDHQ | 29,388 | $840 | 12/31/2023 |
Octavia Wealth Advisors LLC | 25,053 | $768 | 03/31/2024 |
IDHQ | 25,053 | $768 | 03/31/2024 |
Creative Financial Designs Inc. ADV | 24,139 | $690 | 12/31/2023 |
IDHQ | 24,139 | $690 | 12/31/2023 |
True Wealth Design LLC | 21,796 | $623 | 12/31/2023 |
IDHQ | 21,796 | $623 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 19,457 | $556 | 12/31/2023 |
IDHQ | 19,457 | $556 | 12/31/2023 |
NorthStar Asset Management LLC NJ | 17,895 | $512 | 12/31/2023 |
IDHQ | 17,895 | $512 | 12/31/2023 |
CFS Investment Advisory Services LLC | 17,607 | $503 | 12/31/2023 |
IDHQ | 17,607 | $503 | 12/31/2023 |
Financial Advocates Investment Management | 17,212 | $492 | 12/31/2023 |
IDHQ | 17,212 | $492 | 12/31/2023 |
Private Advisor Group LLC | 16,751 | $479 | 12/31/2023 |
IDHQ | 16,751 | $479 | 12/31/2023 |
Interactive Financial Advisors | 15,157 | $433 | 12/31/2023 |
IDHQ | 15,157 | $433 | 12/31/2023 |
Flow Traders U.S. LLC | 12,817 | $366 | 12/31/2023 |
IDHQ | 12,817 | $366 | 12/31/2023 |
Ullmann Financial Group Inc. | 11,025 | $315 | 12/31/2023 |
IDHQ | 11,025 | $315 | 12/31/2023 |
Scharf Investments LLC | 9,836 | $302 | 03/31/2024 |
IDHQ | 9,836 | $302 | 03/31/2024 |
Commonwealth Equity Services LLC | 10,542 | $301 | 12/31/2023 |
IDHQ | 10,542 | $301 | 12/31/2023 |
Delta Investment Management LLC | 9,496 | $271 | 12/31/2023 |
IDHQ | 9,496 | $271 | 12/31/2023 |
HighTower Advisors LLC | 8,818 | $252 | 12/31/2023 |
IDHQ | 8,818 | $252 | 12/31/2023 |
Bank of America Corp DE | 8,630 | $247 | 12/31/2023 |
IDHQ | 8,630 | $247 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 8,640 | $247 | 12/31/2023 |
IDHQ | 8,640 | $247 | 12/31/2023 |
Fifth Third Securities Inc. | 8,077 | $231 | 12/31/2023 |
IDHQ | 8,077 | $231 | 12/31/2023 |
Royal Bank of Canada | 8,076 | $231 | 12/31/2023 |
IDHQ | 8,076 | $231 | 12/31/2023 |
Kestra Advisory Services LLC | 7,939 | $227 | 12/31/2023 |
IDHQ | 7,939 | $227 | 12/31/2023 |
Stifel Financial Corp | 7,596 | $217 | 12/31/2023 |
IDHQ | 7,596 | $217 | 12/31/2023 |
Sterling Financial Planning Inc. | 7,451 | $213 | 12/31/2023 |
IDHQ | 7,451 | $213 | 12/31/2023 |
LifePro Asset Management | 7,127 | $204 | 12/31/2023 |
IDHQ | 7,127 | $204 | 12/31/2023 |
Capital Advisors Ltd. LLC | 3,087 | $88 | 12/31/2023 |
IDHQ | 3,087 | $88 | 12/31/2023 |
Capital Investment Advisory Services LLC | 2,300 | $66 | 12/31/2023 |
IDHQ | 2,300 | $66 | 12/31/2023 |
National Bank of Canada FI | 2,223 | $63 | 12/31/2023 |
IDHQ | 2,223 | $63 | 12/31/2023 |
Principal Securities Inc. | 1,481 | $42 | 12/31/2023 |
IDHQ | 1,481 | $42 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 900 | $26 | 12/31/2023 |
IDHQ | 900 | $26 | 12/31/2023 |
FMR LLC | 844 | $24 | 12/31/2023 |
IDHQ | 844 | $24 | 12/31/2023 |
Private Trust Co. NA | 650 | $19 | 12/31/2023 |
IDHQ | 650 | $19 | 12/31/2023 |
Harbour Investments Inc. | 388 | $11 | 12/31/2023 |
IDHQ | 388 | $11 | 12/31/2023 |
Citigroup Inc. | 400 | $11 | 12/31/2023 |
IDHQ | 400 | $11 | 12/31/2023 |
PSI Advisors LLC | 397 | $11 | 12/31/2023 |
IDHQ | 397 | $11 | 12/31/2023 |
Impact Partnership Wealth LLC | 330 | $9 | 12/31/2023 |
IDHQ | 330 | $9 | 12/31/2023 |
Front Row Advisors LLC | 253 | $7 | 12/31/2023 |
IDHQ | 253 | $7 | 12/31/2023 |
Clarity Asset Management Inc. | 215 | $6 | 12/31/2023 |
IDHQ | 215 | $6 | 12/31/2023 |
Geneos Wealth Management Inc. | 155 | $4 | 12/31/2023 |
IDHQ | 155 | $4 | 12/31/2023 |
Spire Wealth Management | 159 | $4 | 12/31/2023 |
IDHQ | 159 | $4 | 12/31/2023 |
The PNC Financial Services Group Inc. | 53 | $2 | 12/31/2023 |
IDHQ | 53 | $2 | 12/31/2023 |
C M Bidwell & Associates Ltd. | 78 | $2 | 12/31/2023 |
IDHQ | 78 | $2 | 12/31/2023 |
Sunbelt Securities Inc. | 37 | $1 | 03/31/2024 |
IDHQ | 37 | $1 | 03/31/2024 |
Wells Fargo & Company MN | 1 | $0 | 12/31/2023 |
IDHQ | 1 | $0 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
IDHQ | 0 | $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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