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Funds Holding IDMO

On this page, we present all of the funds holding IDMO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IDMO, with a link to that fund's top holdings. The next columns indicate the amount of IDMO stock held by each of the funds holding IDMO, followed by the IDMO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 35 funds holding IDMO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wealth Enhancement Advisory Services LLC. For more details on the positions held by Wealth Enhancement Advisory Services LLC (or by any of the other funds holding IDMO), click the fund name in the "Holder" column of the funds-holding-IDMO table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Wealth Enhancement Advisory Services LLC236,075$9,927 03/31/2024
     IDMO236,075$9,927 03/31/2024
LPL Financial LLC187,519$6,907 12/31/2023
     IDMO187,519$6,907 12/31/2023
Synergy Financial Management LLC104,458$4,392 03/31/2024
     IDMO104,458$4,392 03/31/2024
Citadel Advisors LLC83,909$3,091 12/31/2023
     IDMO83,909$3,091 12/31/2023
Private Advisor Group LLC66,587$2,453 12/31/2023
     IDMO66,587$2,453 12/31/2023
FinDec Wealth Services Inc.64,317$2,369 12/31/2023
     IDMO64,317$2,369 12/31/2023
OLD Mission Capital LLC63,010$2,321 12/31/2023
     IDMO63,010$2,321 12/31/2023
Raymond James Financial Services Advisors Inc.53,397$2,245 03/31/2024
     IDMO53,397$2,245 03/31/2024
Redhawk Wealth Advisors Inc.56,726$2,089 12/31/2023
     IDMO56,726$2,089 12/31/2023
Professional Financial Advisors LLC47,060$1,733 12/31/2023
     IDMO47,060$1,733 12/31/2023
Brookstone Capital Management33,576$1,412 03/31/2024
     IDMO33,576$1,412 03/31/2024
Atlas Capital Advisors LLC27,006$1,136 03/31/2024
     IDMO27,006$1,136 03/31/2024
Stifel Financial Corp28,730$1,058 12/31/2023
     IDMO28,730$1,058 12/31/2023
Envestnet Asset Management Inc.24,990$920 12/31/2023
     IDMO24,990$920 12/31/2023
Jane Street Group LLC23,326$859 12/31/2023
     IDMO23,326$859 12/31/2023
ORG Partners LLC21,186$780 12/31/2023
     IDMO21,186$780 12/31/2023
Integrated Wealth Concepts LLC18,555$683 12/31/2023
     IDMO18,555$683 12/31/2023
Southland Equity Partners LLC13,279$558 03/31/2024
     IDMO13,279$558 03/31/2024
MML Investors Services LLC14,753$543 12/31/2023
     IDMO14,753$543 12/31/2023
Founders Financial Securities LLC8,637$363 03/31/2024
     IDMO8,637$363 03/31/2024
Betterment LLC8,788$324 12/31/2023
     IDMO8,788$324 12/31/2023
Susquehanna International Group LLP8,496$313 12/31/2023
     IDMO8,496$313 12/31/2023
Western Wealth Management LLC7,115$262 12/31/2023
     IDMO7,115$262 12/31/2023
Meridian Management Co.5,736$219 12/31/2023
     IDMO5,736$219 12/31/2023
Harbour Investments Inc.4,895$180 12/31/2023
     IDMO4,895$180 12/31/2023
Geneos Wealth Management Inc.2,481$91 12/31/2023
     IDMO2,481$91 12/31/2023
Private Trust Co. NA2,087$88 03/31/2024
     IDMO2,087$88 03/31/2024
Tidemark LLC2,226$82 12/31/2023
     IDMO2,226$82 12/31/2023
UBS Group AG467$17 12/31/2023
     IDMO467$17 12/31/2023
Bank of Montreal Can90$3 12/31/2023
     IDMO90$3 12/31/2023
Aptus Capital Advisors LLC44$2 12/31/2023
     IDMO44$2 12/31/2023
Newbridge Financial Services Group Inc.19$1 03/31/2024
     IDMO19$1 03/31/2024
Advisor Group Holdings Inc.28$1 12/31/2023
     IDMO28$1 12/31/2023
Wells Fargo & Company MN0$0 12/31/2023
     IDMO0$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     IDMO0$0 12/31/2023
Morgan Stanley1$0 12/31/2023
     IDMO1$0 12/31/2023

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

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