HoldingsChannel.com
Funds Holding IDU
HolderAmountPosition Size
($ in 1000's)
 As of
Destination Wealth Management284,757$39,322 03/31/2020
     IDU284,757$39,322 03/31/2020
Morgan Stanley264,180$36,481 03/31/2020
     IDU264,180$36,481 03/31/2020
Bank of America Corp DE247,399$34,163 03/31/2020
     IDU247,399$34,163 03/31/2020
Wells Fargo & Company MN145,687$20,118 03/31/2020
     IDU145,687$20,118 03/31/2020
LPL Financial LLC124,757$17,228 03/31/2020
     IDU124,757$17,228 03/31/2020
Envestnet Asset Management Inc.99,907$13,796 03/31/2020
     IDU99,907$13,796 03/31/2020
Royal Bank of Canada89,110$12,305 03/31/2020
     IDU89,110$12,305 03/31/2020
SPC Financial Inc.85,900$11,862 03/31/2020
     IDU85,900$11,862 03/31/2020
Ameriprise Financial Inc.70,957$9,894 03/31/2020
     IDU70,957$9,894 03/31/2020
Susquehanna International Group LLP $9,428 03/31/2020
     IDU65,968$9,110 03/31/2020
     Call2,300$318 03/31/2020
Lbmc Investment Advisors LLC65,958$9,108 03/31/2020
     IDU65,958$9,108 03/31/2020
Janney Montgomery Scott LLC60,240$8,319 03/31/2020
     IDU60,240$8,319 03/31/2020
Country Club Trust Company n.a.48,560$6,965 03/31/2020
     IDU48,560$6,965 03/31/2020
Commonwealth Equity Services LLC48,459$6,691 03/31/2020
     IDU48,459$6,691 03/31/2020
UBS Group AG47,789$6,599 03/31/2020
     IDU47,789$6,599 03/31/2020
HRT Financial LLC44,203$6,103 03/31/2020
     IDU44,203$6,103 03/31/2020
Ladenburg Thalmann Financial Services Inc.36,950$5,935 12/31/2019
     IDU36,950$5,935 12/31/2019
Advisor Group Inc.32,196$5,217 12/31/2019
     IDU32,196$5,217 12/31/2019
Advisor Group Holdings Inc.44,189$5,022 03/31/2020
     IDU44,189$5,022 03/31/2020
Raymond James Financial Services Advisors Inc.31,492$4,349 03/31/2020
     IDU31,492$4,349 03/31/2020
MML Investors Services LLC29,306$4,047 03/31/2020
     IDU29,306$4,047 03/31/2020
Stifel Financial Corp26,683$3,672 03/31/2020
     IDU26,683$3,672 03/31/2020
Pictet Asset Management Ltd.25,835$3,568 03/31/2020
     IDU25,835$3,568 03/31/2020
Stephens Inc. AR24,045$3,320 03/31/2020
     IDU24,045$3,320 03/31/2020
Advisory Services Network LLC22,872$3,158 03/31/2020
     IDU22,872$3,158 03/31/2020
Raymond James & Associates20,054$2,769 03/31/2020
     IDU20,054$2,769 03/31/2020
PNC Financial Services Group Inc.19,144$2,644 03/31/2020
     IDU19,144$2,644 03/31/2020
Prospera Financial Services Inc19,067$2,633 03/31/2020
     IDU19,067$2,633 03/31/2020
Everett Harris & Co. CA18,557$2,563 03/31/2020
     IDU18,557$2,563 03/31/2020
IFP Advisors Inc16,769$2,308 03/31/2020
     IDU16,769$2,308 03/31/2020
AE Wealth Management LLC16,169$2,233 03/31/2020
     IDU16,169$2,233 03/31/2020
Sawtooth Solutions LLC15,733$2,173 03/31/2020
     IDU15,733$2,173 03/31/2020
Dowling & Yahnke LLC14,389$1,987 03/31/2020
     IDU14,389$1,987 03/31/2020
Connecticut Wealth Management LLC14,200$1,961 03/31/2020
     IDU14,200$1,961 03/31/2020
GWM Advisors LLC14,131$1,951 03/31/2020
     IDU14,131$1,951 03/31/2020
JPMorgan Chase & Co.13,969$1,929 03/31/2020
     IDU13,969$1,929 03/31/2020
Huntington National Bank13,865$1,914 03/31/2020
     IDU13,865$1,914 03/31/2020
Private Advisor Group LLC13,254$1,831 03/31/2020
     IDU13,254$1,831 03/31/2020
Truist Financial Corp13,205$1,823 03/31/2020
     IDU13,205$1,823 03/31/2020
HighTower Advisors LLC12,939$1,789 03/31/2020
     IDU12,939$1,789 03/31/2020
Pinnacle Family Advisors LLC11,610$1,603 03/31/2020
     IDU11,610$1,603 03/31/2020
Family Firm Inc.11,397$1,574 03/31/2020
     IDU11,397$1,574 03/31/2020
Cambridge Investment Research Advisors Inc.10,800$1,491 03/31/2020
     IDU10,800$1,491 03/31/2020
United Capital Financial Advisers LLC10,524$1,453 03/31/2020
     IDU10,524$1,453 03/31/2020
Holderness Investments Co.10,332$1,427 03/31/2020
     IDU10,332$1,427 03/31/2020
Cetera Advisors LLC10,019$1,384 03/31/2020
     IDU10,019$1,384 03/31/2020
Sigma Planning Corp9,984$1,379 03/31/2020
     IDU9,984$1,379 03/31/2020
Dynamic Advisor Solutions LLC8,894$1,228 03/31/2020
     IDU8,894$1,228 03/31/2020
Field & Main Bank7,225$1,171 12/31/2019
     IDU7,225$1,171 12/31/2019
F3Logic LLC8,392$1,161 03/31/2020
     IDU8,392$1,161 03/31/2020
Belpointe Asset Management LLC6,826$1,106 12/31/2019
     IDU6,826$1,106 12/31/2019
Tower Research Capital LLC TRC 7,486$1,034 03/31/2020
     IDU7,486$1,034 03/31/2020
Osborn Williams & Donohoe LLC7,270$1,004 03/31/2020
     IDU7,270$1,004 03/31/2020
Great Lakes Advisors LLC7,239$999 03/31/2020
     IDU7,239$999 03/31/2020
Simmons Bank7,093$980 03/31/2020
     IDU7,093$980 03/31/2020
Bingham Osborn & Scarborough LLC6,736$930 03/31/2020
     IDU6,736$930 03/31/2020
Jane Street Group LLC6,410$885 03/31/2020
     IDU6,410$885 03/31/2020
First Citizens Financial Corp6,348$877 03/31/2020
     IDU6,348$877 03/31/2020
Midwest Professional Planners LTD.6,336$875 03/31/2020
     IDU6,336$875 03/31/2020
Genesee Capital Advisors LLC5,863$809 03/31/2020
     IDU5,863$809 03/31/2020
BKD Wealth Advisors LLC5,475$756 03/31/2020
     IDU5,475$756 03/31/2020
Capital Investment Advisors LLC5,200$718 03/31/2020
     IDU5,200$718 03/31/2020
First Allied Advisory Services Inc.5,056$698 03/31/2020
     IDU5,056$698 03/31/2020
BEAM Asset Management LLC5,037$696 03/31/2020
     IDU5,037$696 03/31/2020
Paul John Balson4,837$668 03/31/2020
     IDU4,837$668 03/31/2020
Evanson Asset Management LLC4,820$666 03/31/2020
     IDU4,820$666 03/31/2020
Bank of New York Mellon Corp4,636$640 03/31/2020
     IDU4,636$640 03/31/2020
Mutual Advisors LLC4,520$624 03/31/2020
     IDU4,520$624 03/31/2020
Cetera Investment Advisers4,479$619 03/31/2020
     IDU4,479$619 03/31/2020
Northwest Investment Counselors LLC4,460$616 03/31/2020
     IDU4,460$616 03/31/2020
First Heartland Consultants Inc.4,333$598 03/31/2020
     IDU4,333$598 03/31/2020
Comerica Bank4,010$580 03/31/2020
     IDU4,010$580 03/31/2020
Avantax Advisory Services Inc.4,171$576 03/31/2020
     IDU4,171$576 03/31/2020
Equitable Holdings Inc.4,061$561 03/31/2020
     IDU4,061$561 03/31/2020
Steward Partners Investment Advisory LLC4,028$556 03/31/2020
     IDU4,028$556 03/31/2020
Good Life Advisors LLC4,014$554 03/31/2020
     IDU4,014$554 03/31/2020
D.A. Davidson & CO.3,862$533 03/31/2020
     IDU3,862$533 03/31/2020
Murphy Capital Management Inc.3,835$529 03/31/2020
     IDU3,835$529 03/31/2020
Kalos Management Inc.3,835$529 03/31/2020
     IDU3,835$529 03/31/2020
Weaver Consulting Group3,672$507 03/31/2020
     IDU3,672$507 03/31/2020
Well Done LLC3,564$492 03/31/2020
     IDU3,564$492 03/31/2020
Oppenheimer & Co. Inc.3,350$463 03/31/2020
     IDU3,350$463 03/31/2020
Garrison Point Advisors LLC3,328$460 03/31/2020
     IDU3,328$460 03/31/2020
Lakeview Capital Partners LLC3,009$416 03/31/2020
     IDU3,009$416 03/31/2020
Nikulski Financial Inc.3,015$416 03/31/2020
     IDU3,015$416 03/31/2020
Independence Bank of Kentucky2,934$405 03/31/2020
     IDU2,934$405 03/31/2020
Fort Washington Investment Advisors Inc. OH2,900$400 03/31/2020
     IDU2,900$400 03/31/2020
Northwestern Mutual Wealth Management Co.2,747$380 03/31/2020
     IDU2,747$380 03/31/2020
NEXT Financial Group Inc2,729$377 03/31/2020
     IDU2,729$377 03/31/2020
Madden Advisory Services Inc.2,688$371 03/31/2020
     IDU2,688$371 03/31/2020
Koshinski Asset Management Inc.2,685$371 03/31/2020
     IDU2,685$371 03/31/2020
North Star Investment Management Corp.2,664$368 03/31/2020
     IDU2,664$368 03/31/2020
Cypress Wealth Services LLC2,540$351 03/31/2020
     IDU2,540$351 03/31/2020
Clearwater Capital Advisors LLC2,295$317 03/31/2020
     IDU2,295$317 03/31/2020
55I LLC1,939$294 03/31/2020
     IDU1,939$294 03/31/2020
Patriot Investment Management Inc.2,135$294 03/31/2020
     IDU2,135$294 03/31/2020
Capital Advisors Ltd. LLC2,112$292 03/31/2020
     IDU2,112$292 03/31/2020
Brown Advisory Securities LLC2,100$291 03/31/2020
     IDU2,100$291 03/31/2020
Stratos Wealth Partners LTD.1,943$268 03/31/2020
     IDU1,943$268 03/31/2020
Moloney Securities Asset Management LLC1,898$262 03/31/2020
     IDU1,898$262 03/31/2020
Concorde Asset Management LLC1,865$258 03/31/2020
     IDU1,865$258 03/31/2020
Keeley Teton Advisors LLC1,820$251 03/31/2020
     IDU1,820$251 03/31/2020
M&T Bank Corp1,790$248 03/31/2020
     IDU1,790$248 03/31/2020
BDO Wealth Advisors LLC1,775$245 03/31/2020
     IDU1,775$245 03/31/2020
Altium Wealth Management LLC1,769$244 03/31/2020
     IDU1,769$244 03/31/2020
J.W. Cole Advisors Inc.1,740$240 03/31/2020
     IDU1,740$240 03/31/2020
NTV Asset Management LLC1,720$238 03/31/2020
     IDU1,720$238 03/31/2020
Cutler Group LP $234 03/31/2020
     IDU1,700$234 03/31/2020
     Call100$0 03/31/2020
Royal Fund Management LLC1,637$226 03/31/2020
     IDU1,637$226 03/31/2020
Commerce Bank1,596$221 03/31/2020
     IDU1,596$221 03/31/2020
Schnieders Capital Management LLC1,575$218 03/31/2020
     IDU1,575$218 03/31/2020
Calton & Associates Inc.1,574$217 03/31/2020
     IDU1,574$217 03/31/2020
CWM LLC1,495$206 03/31/2020
     IDU1,495$206 03/31/2020
Blair William & Co. IL1,425$197 03/31/2020
     IDU1,425$197 03/31/2020
FMR LLC1,373$189 03/31/2020
     IDU1,373$189 03/31/2020
Citigroup Inc.1,351$187 03/31/2020
     IDU1,351$187 03/31/2020
Carroll Financial Associates Inc.1,324$182 03/31/2020
     IDU1,324$182 03/31/2020
Sowell Financial Services LLC1,266$175 03/31/2020
     IDU1,266$175 03/31/2020
Carolinas Wealth Consulting LLC1,247$172 03/31/2020
     IDU1,247$172 03/31/2020
Bank of Montreal Can1,214$162 03/31/2020
     IDU1,214$162 03/31/2020
US Bancorp DE996$138 03/31/2020
     IDU996$138 03/31/2020
Proequities Inc.989$137 03/31/2020
     IDU989$137 03/31/2020
Financial Architects Inc972$134 03/31/2020
     IDU972$134 03/31/2020
Ameritas Investment Company LLC904$125 03/31/2020
     IDU904$125 03/31/2020
CENTRAL TRUST Co869$120 03/31/2020
     IDU869$120 03/31/2020
AdvisorNet Financial Inc842$116 03/31/2020
     IDU842$116 03/31/2020
Advanced Asset Management Advisors Inc804$111 03/31/2020
     IDU804$111 03/31/2020
Captrust Financial Advisors847$110 03/31/2020
     IDU847$110 03/31/2020
Sugarloaf Wealth Management LLC762$105 03/31/2020
     IDU762$105 03/31/2020
Verus Capital Partners LLC675$93 03/31/2020
     IDU675$93 03/31/2020
Golden State Wealth Management LLC666$92 03/31/2020
     IDU666$92 03/31/2020
Deutsche Bank AG633$87 03/31/2020
     IDU633$87 03/31/2020
Rockefeller Capital Management L.P.628$87 03/31/2020
     IDU628$87 03/31/2020
Flagship Harbor Advisors LLC606$84 03/31/2020
     IDU606$84 03/31/2020
Signaturefd LLC531$73 03/31/2020
     IDU531$73 03/31/2020
Synovus Financial Corp501$69 03/31/2020
     IDU501$69 03/31/2020
Financial Advisory Service Inc.490$68 03/31/2020
     IDU490$68 03/31/2020
Certified Advisory Corp446$62 03/31/2020
     IDU446$62 03/31/2020
Bainco International Investors427$59 03/31/2020
     IDU427$59 03/31/2020
Eudaimonia Partners LLC412$57 03/31/2020
     IDU412$57 03/31/2020
Firestone Capital Management400$55 03/31/2020
     IDU400$55 03/31/2020
SRS Capital Advisors Inc.336$46 03/31/2020
     IDU336$46 03/31/2020
Harwood Advisory Group LLC323$44 03/31/2020
     IDU323$44 03/31/2020
Davis Capital Management308$43 03/31/2020
     IDU308$43 03/31/2020
James Investment Research Inc.300$41 03/31/2020
     IDU300$41 03/31/2020
Archer Investment Corp300$41 03/31/2020
     IDU300$41 03/31/2020
HCR Wealth Advisors276$38 03/31/2020
     IDU276$38 03/31/2020
Atticus Wealth Management LLC278$38 03/31/2020
     IDU278$38 03/31/2020
Westside Investment Management Inc.270$37 03/31/2020
     IDU270$37 03/31/2020
Ironwood Financial llc252$35 03/31/2020
     IDU252$35 03/31/2020
Ironwood Wealth Management LLC.216$30 03/31/2020
     IDU216$30 03/31/2020
Valeo Financial Advisors LLC200$30 03/31/2020
     IDU200$30 03/31/2020
Patriot Financial Group Insurance Agency LLC210$29 03/31/2020
     IDU210$29 03/31/2020
Benjamin F. Edwards & Company Inc.205$28 03/31/2020
     IDU205$28 03/31/2020
Bartlett & Co. LLC200$28 03/31/2020
     IDU200$28 03/31/2020
Front Row Advisors LLC160$23 03/31/2020
     IDU160$23 03/31/2020
Stonebridge Financial Planning Group LLC160$23 03/31/2020
     IDU160$23 03/31/2020
Covington Capital Management150$21 03/31/2020
     IDU150$21 03/31/2020
Emerald Investment Partners LLC153$21 03/31/2020
     IDU153$21 03/31/2020
Capital Advisory Group Advisory Services LLC150$21 03/31/2020
     IDU150$21 03/31/2020
Focused Wealth Management Inc133$18 03/31/2020
     IDU133$18 03/31/2020
Endurance Wealth Management Inc.110$15 03/31/2020
     IDU110$15 03/31/2020
Carmichael Hill & Associates Inc.110$15 03/31/2020
     IDU110$15 03/31/2020
Laurel Wealth Advisors LLC107$15 03/31/2020
     IDU107$15 03/31/2020
Global Wealth Management Investment Advisory Inc.110$15 03/31/2020
     IDU110$15 03/31/2020
Ancora Advisors LLC100$14 03/31/2020
     IDU100$14 03/31/2020
Peachtree Investment Partners LLC103$14 03/31/2020
     IDU103$14 03/31/2020
Trustcore Financial Services LLC95$13 03/31/2020
     IDU95$13 03/31/2020
Global Retirement Partners LLC92$13 03/31/2020
     IDU92$13 03/31/2020
San Francisco Sentry Investment Group CA84$12 03/31/2020
     IDU84$12 03/31/2020
Clearstead Advisors LLC78$11 03/31/2020
     IDU78$11 03/31/2020
McIlrath & Eck LLC83$11 03/31/2020
     IDU83$11 03/31/2020
First Manhattan Co.60$8 03/31/2020
     IDU60$8 03/31/2020
Northern Oak Wealth Management Inc.57$8 03/31/2020
     IDU57$8 03/31/2020
Tortoise Investment Management LLC48$7 03/31/2020
     IDU48$7 03/31/2020
Fifth Third Bancorp40$6 03/31/2020
     IDU40$6 03/31/2020
Advisors Preferred LLC32$4 03/31/2020
     IDU32$4 03/31/2020
Jackson Hole Capital Partners LLC31$4 03/31/2020
     IDU31$4 03/31/2020
Capital Asset Advisory Services LLC20$3 03/31/2020
     IDU20$3 03/31/2020
Kore Private Wealth LLC11$2 03/31/2020
     IDU11$2 03/31/2020
Versant Capital Management Inc10$1 03/31/2020
     IDU10$1 03/31/2020
Arkadios Wealth Advisors6$1 03/31/2020
     IDU6$1 03/31/2020
EPG Wealth Management LLC4$1 03/31/2020
     IDU4$1 03/31/2020
IMC Chicago LLC23,244$-315,003 03/31/2020
     Put10,005,900$916,506 03/31/2020
     Call6,557,000$598,293 03/31/2020
     IDU23,244$3,210 03/31/2020

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

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