HoldingsChannel.com
Funds Holding IDU

On this page, we present all of the funds holding IDU from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IDU, with a link to that fund's top holdings. The next columns indicate the amount of IDU stock held by each of the funds holding IDU, followed by the IDU position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 218 funds holding IDU within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Destination Wealth Management. For more details on the positions held by Destination Wealth Management (or by any of the other funds holding IDU), click the fund name in the "Holder" column of the funds-holding-IDU table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Destination Wealth Management618,294$50,162 09/30/2022
     IDU618,294$50,162 09/30/2022
Bank of America Corp DE569,969$46,241 09/30/2022
     IDU569,969$46,241 09/30/2022
Morgan Stanley473,083$38,382 09/30/2022
     IDU473,083$38,382 09/30/2022
LPL Financial LLC219,760$17,829 09/30/2022
     IDU219,760$17,829 09/30/2022
Envestnet Asset Management Inc.212,953$17,277 09/30/2022
     IDU212,953$17,277 09/30/2022
Royal Bank of Canada179,554$14,566 09/30/2022
     IDU179,554$14,566 09/30/2022
MinichMacGregor Wealth Management LLC138,873$12,018 12/31/2022
     IDU138,873$12,018 12/31/2022
Wells Fargo & Company MN140,919$11,433 09/30/2022
     IDU140,919$11,433 09/30/2022
Lbmc Investment Advisors LLC128,477$11,118 12/31/2022
     IDU128,477$11,118 12/31/2022
Commonwealth Equity Services LLC102,708$8,332 09/30/2022
     IDU102,708$8,332 09/30/2022
Fifth Third Securities Inc.89,287$7,727 12/31/2022
     IDU89,287$7,727 12/31/2022
Country Club Bank GFN87,456$7,221 09/30/2022
     IDU87,456$7,221 09/30/2022
Raymond James Financial Services Advisors Inc.85,016$6,897 09/30/2022
     IDU85,016$6,897 09/30/2022
Prudential Financial Inc.74,033$6,112 09/30/2022
     IDU74,033$6,112 09/30/2022
Ameriprise Financial Inc.72,626$5,892 09/30/2022
     IDU72,626$5,892 09/30/2022
Truist Financial Corp59,394$4,818 09/30/2022
     IDU59,394$4,818 09/30/2022
Cambridge Investment Research Advisors Inc.56,545$4,588 09/30/2022
     IDU56,545$4,588 09/30/2022
Advisor Group Holdings Inc.54,423$4,416 09/30/2022
     IDU54,423$4,416 09/30/2022
UBS Group AG47,191$3,828 09/30/2022
     IDU47,191$3,828 09/30/2022
Midwest Professional Planners LTD.46,763$3,794 09/30/2022
     IDU46,763$3,794 09/30/2022
TAP Consulting LLC42,925$3,715 12/31/2022
     IDU42,925$3,715 12/31/2022
Kesler Norman & Wride LLC40,473$3,284 09/30/2022
     IDU40,473$3,284 09/30/2022
Citadel Advisors LLC39,841$3,232 09/30/2022
     IDU39,841$3,232 09/30/2022
Raymond James & Associates38,372$3,113 09/30/2022
     IDU38,372$3,113 09/30/2022
SPC Financial Inc.32,791$2,838 12/31/2022
     IDU32,791$2,838 12/31/2022
Essex LLC32,093$2,777 12/31/2022
     IDU32,093$2,777 12/31/2022
The PNC Financial Services Group Inc.32,812$2,661 09/30/2022
     IDU32,812$2,661 09/30/2022
Connecticut Wealth Management LLC28,400$2,458 12/31/2022
     IDU28,400$2,458 12/31/2022
Cetera Investment Advisers30,144$2,446 09/30/2022
     IDU30,144$2,446 09/30/2022
Valmark Advisers Inc.29,528$2,396 09/30/2022
     IDU29,528$2,396 09/30/2022
MML Investors Services LLC29,486$2,392 09/30/2022
     IDU29,486$2,392 09/30/2022
Huntington National Bank28,460$2,309 09/30/2022
     IDU28,460$2,309 09/30/2022
Goldman Sachs Group Inc.27,951$2,268 09/30/2022
     IDU27,951$2,268 09/30/2022
Bank of Montreal Can23,019$2,169 12/31/2022
     IDU23,019$2,169 12/31/2022
Everett Harris & Co. CA24,246$2,098 12/31/2022
     IDU24,246$2,098 12/31/2022
Stifel Financial Corp25,498$2,069 09/30/2022
     IDU25,498$2,069 09/30/2022
Thrivent Financial for Lutherans24,864$2,045 09/30/2022
     IDU24,864$2,045 09/30/2022
Steward Partners Investment Advisory LLC24,815$2,013 09/30/2022
     IDU24,815$2,013 09/30/2022
Comerica Securities Inc.24,626$1,998 09/30/2022
     IDU24,626$1,998 09/30/2022
Dowling & Yahnke LLC24,166$1,961 09/30/2022
     IDU24,166$1,961 09/30/2022
United Capital Financial Advisers LLC23,981$1,946 09/30/2022
     IDU23,981$1,946 09/30/2022
HighTower Advisors LLC23,798$1,925 09/30/2022
     IDU23,798$1,925 09/30/2022
Northwestern Mutual Wealth Management Co.22,968$1,863 09/30/2022
     IDU22,968$1,863 09/30/2022
GWM Advisors LLC21,712$1,762 09/30/2022
     IDU21,712$1,762 09/30/2022
Family Firm Inc.21,459$1,741 09/30/2022
     IDU21,459$1,741 09/30/2022
Susquehanna International Group LLP $1,702 09/30/2022
     IDU17,986$1,459 09/30/2022
     Call3,000$243 09/30/2022
Atria Wealth Solutions Inc.19,428$1,577 09/30/2022
     IDU19,428$1,577 09/30/2022
First Citizens Financial Corp16,780$1,452 12/31/2022
     IDU16,780$1,452 12/31/2022
Holderness Investments Co.17,680$1,434 09/30/2022
     IDU17,680$1,434 09/30/2022
Stephens Inc. AR15,868$1,373 12/31/2022
     IDU15,868$1,373 12/31/2022
Great Lakes Advisors LLC15,759$1,278 09/30/2022
     IDU15,759$1,278 09/30/2022
Sigma Planning Corp14,034$1,215 12/31/2022
     IDU14,034$1,215 12/31/2022
Advisors Management Group Inc. ADV13,951$1,207 12/31/2022
     IDU13,951$1,207 12/31/2022
Prospera Financial Services Inc13,194$1,070 09/30/2022
     IDU13,194$1,070 09/30/2022
Allstate Corp13,055$1,059 09/30/2022
     IDU13,055$1,059 09/30/2022
Simmons Bank12,036$977 09/30/2022
     IDU12,036$977 09/30/2022
Royal Fund Management LLC10,246$887 12/31/2022
     IDU10,246$887 12/31/2022
Comerica Bank10,056$878 12/31/2022
     IDU10,056$878 12/31/2022
Cadent Capital Advisors LLC10,127$876 12/31/2022
     IDU10,127$876 12/31/2022
Brookstone Capital Management10,006$872 12/31/2022
     IDU10,006$872 12/31/2022
Evanson Asset Management LLC9,621$833 12/31/2022
     IDU9,621$833 12/31/2022
OmniStar Financial Group Inc.9,175$794 12/31/2022
     IDU9,175$794 12/31/2022
Stratos Wealth Advisors LLC9,050$783 12/31/2022
     IDU9,050$783 12/31/2022
Citigroup Inc.9,502$770 09/30/2022
     IDU9,502$770 09/30/2022
Capital Investment Advisors LLC8,739$756 12/31/2022
     IDU8,739$756 12/31/2022
Cetera Advisor Networks LLC9,271$752 09/30/2022
     IDU9,271$752 09/30/2022
BKD Wealth Advisors LLC8,552$740 12/31/2022
     IDU8,552$740 12/31/2022
Belpointe Asset Management LLC8,365$679 09/30/2022
     IDU8,365$679 09/30/2022
Nikulski Financial Inc.7,821$677 12/31/2022
     IDU7,821$677 12/31/2022
Northwest Investment Counselors LLC7,755$671 12/31/2022
     IDU7,755$671 12/31/2022
Fort Point Capital Partners LLC7,977$647 09/30/2022
     IDU7,977$647 09/30/2022
Lincoln National Corp7,745$628 09/30/2022
     IDU7,745$628 09/30/2022
Cottonwood Capital Advisors LLC7,743$628 09/30/2022
     IDU7,743$628 09/30/2022
North Star Investment Management Corp.7,217$625 12/31/2022
     IDU7,217$625 12/31/2022
Independence Bank of Kentucky7,194$623 12/31/2022
     IDU7,194$623 12/31/2022
D.A. Davidson & CO.6,929$600 12/31/2022
     IDU6,929$600 12/31/2022
Oppenheimer & Co. Inc.7,375$598 09/30/2022
     IDU7,375$598 09/30/2022
Good Life Advisors LLC7,252$588 09/30/2022
     IDU7,252$588 09/30/2022
Garrison Point Advisors LLC6,711$581 12/31/2022
     IDU6,711$581 12/31/2022
Equitable Holdings Inc.6,972$566 09/30/2022
     IDU6,972$566 09/30/2022
Kestra Advisory Services LLC6,369$551 12/31/2022
     IDU6,369$551 12/31/2022
Geneos Wealth Management Inc.6,007$520 12/31/2022
     IDU6,007$520 12/31/2022
JPMorgan Chase & Co.6,309$512 09/30/2022
     IDU6,309$512 09/30/2022
Mutual Advisors LLC5,865$508 12/31/2022
     IDU5,865$508 12/31/2022
First Republic Investment Management Inc.6,131$497 09/30/2022
     IDU6,131$497 09/30/2022
Sanford Advisory Services LLC6,097$495 09/30/2022
     IDU6,097$495 09/30/2022
Schnieders Capital Management LLC5,900$479 09/30/2022
     IDU5,900$479 09/30/2022
Peapack Gladstone Financial Corp5,871$476 09/30/2022
     IDU5,871$476 09/30/2022
First Heartland Consultants Inc.5,403$468 12/31/2022
     IDU5,403$468 12/31/2022
Fort Washington Investment Advisors Inc. OH5,260$455 12/31/2022
     IDU5,260$455 12/31/2022
Lakeview Capital Partners LLC5,573$452 09/30/2022
     IDU5,573$452 09/30/2022
Arkadios Wealth Advisors4,940$428 12/31/2022
     IDU4,940$428 12/31/2022
J.W. Cole Advisors Inc.5,137$417 09/30/2022
     IDU5,137$417 09/30/2022
Bard Financial Services Inc.4,700$407 12/31/2022
     IDU4,700$407 12/31/2022
Field & Main Bank4,670$404 12/31/2022
     IDU4,670$404 12/31/2022
Claraphi Advisory Network LLC4,666$379 09/30/2022
     IDU4,666$379 09/30/2022
Madden Advisory Services Inc.4,544$369 09/30/2022
     IDU4,544$369 09/30/2022
High Net Worth Advisory Group LLC4,400$357 09/30/2022
     IDU4,400$357 09/30/2022
Capital Advisors Ltd. LLC4,312$350 09/30/2022
     IDU4,312$350 09/30/2022
Relyea Zuckerberg Hanson LLC3,755$325 12/31/2022
     IDU3,755$325 12/31/2022
Clearwater Capital Advisors LLC3,700$320 12/31/2022
     IDU3,700$320 12/31/2022
Carl P. Sherr & Co. LLC3,670$318 12/31/2022
     IDU3,670$318 12/31/2022
Apexium Financial LP3,866$314 09/30/2022
     IDU3,866$314 09/30/2022
Jaffetilchin Investment Partners LLC3,804$309 09/30/2022
     IDU3,804$309 09/30/2022
AE Wealth Management LLC3,501$303 12/31/2022
     IDU3,501$303 12/31/2022
Weaver Consulting Group3,507$303 12/31/2022
     IDU3,507$303 12/31/2022
Mariner LLC3,722$302 09/30/2022
     IDU3,722$302 09/30/2022
Cetera Advisors LLC3,559$289 09/30/2022
     IDU3,559$289 09/30/2022
Kalos Management Inc.3,367$286 09/30/2022
     IDU3,367$286 09/30/2022
National Asset Management Inc.3,465$282 09/30/2022
     IDU3,465$282 09/30/2022
Captrust Financial Advisors3,393$275 09/30/2022
     IDU3,393$275 09/30/2022
Moors & Cabot Inc.3,378$274 09/30/2022
     IDU3,378$274 09/30/2022
Forbes Financial Planning Inc.3,194$259 09/30/2022
     IDU3,194$259 09/30/2022
Mercer Global Advisors Inc. ADV3,162$257 09/30/2022
     IDU3,162$257 09/30/2022
Sunbelt Securities Inc.3,145$255 09/30/2022
     IDU3,145$255 09/30/2022
BDO Wealth Advisors LLC2,928$253 12/31/2022
     IDU2,928$253 12/31/2022
Almanack Investment Partners LLC.3,110$252 09/30/2022
     IDU3,110$252 09/30/2022
M&T Bank Corp3,000$243 09/30/2022
     IDU3,000$243 09/30/2022
Northern Trust Corp2,982$242 09/30/2022
     IDU2,982$242 09/30/2022
Intellectus Partners LLC2,785$241 12/31/2022
     IDU2,785$241 12/31/2022
Janney Montgomery Scott LLC2,768$240 12/31/2022
     IDU2,768$240 12/31/2022
NTV Asset Management LLC2,940$239 09/30/2022
     IDU2,940$239 09/30/2022
Creative Planning2,928$238 09/30/2022
     IDU2,928$238 09/30/2022
Virtue Capital Management LLC2,931$238 09/30/2022
     IDU2,931$238 09/30/2022
CWM LLC2,738$237 12/31/2022
     IDU2,738$237 12/31/2022
Cypress Wealth Services LLC2,688$233 12/31/2022
     IDU2,688$233 12/31/2022
U.S. Capital Wealth Advisors LLC2,639$228 12/31/2022
     IDU2,639$228 12/31/2022
Qube Research & Technologies Ltd2,783$226 09/30/2022
     IDU2,783$226 09/30/2022
Keeley Teton Advisors LLC2,775$225 09/30/2022
     IDU2,775$225 09/30/2022
Raymond James Trust N.A.2,534$219 12/31/2022
     IDU2,534$219 12/31/2022
Eaton Vance Management2,700$219 09/30/2022
     IDU2,700$219 09/30/2022
Commerce Bank2,667$217 09/30/2022
     IDU2,667$217 09/30/2022
FMR LLC2,637$214 09/30/2022
     IDU2,637$214 09/30/2022
Washington Trust Bank2,578$209 09/30/2022
     IDU2,578$209 09/30/2022
Heritage Trust Co2,558$208 09/30/2022
     IDU2,558$208 09/30/2022
Sontag Advisory LLC2,471$200 09/30/2022
     IDU2,471$200 09/30/2022
IFP Advisors Inc1,390$184 09/30/2022
     IDU1,390$184 09/30/2022
Castle Wealth Management LLC2,090$170 09/30/2022
     IDU2,090$170 09/30/2022
National Bank of Canada FI1,933$167 12/31/2022
     IDU1,933$167 12/31/2022
Carolinas Wealth Consulting LLC1,866$151 09/30/2022
     IDU1,866$151 09/30/2022
CENTRAL TRUST Co1,664$144 12/31/2022
     IDU1,664$144 12/31/2022
Rockefeller Capital Management L.P.1,621$131 09/30/2022
     IDU1,621$131 09/30/2022
Blair William & Co. IL1,601$130 09/30/2022
     IDU1,601$130 09/30/2022
Advanced Asset Management Advisors Inc1,608$130 09/30/2022
     IDU1,608$130 09/30/2022
US Bancorp DE1,462$119 09/30/2022
     IDU1,462$119 09/30/2022
Allworth Financial LP1,367$118 12/31/2022
     IDU1,367$118 12/31/2022
Rise Advisors LLC1,049$91 12/31/2022
     IDU1,049$91 12/31/2022
Financial Advisory Service Inc.980$85 12/31/2022
     IDU980$85 12/31/2022
Annapolis Financial Services LLC974$84 12/31/2022
     IDU974$84 12/31/2022
Signaturefd LLC956$83 12/31/2022
     IDU956$83 12/31/2022
AdvisorNet Financial Inc759$66 12/31/2022
     IDU759$66 12/31/2022
Tyler Stone Wealth Management812$66 09/30/2022
     IDU812$66 09/30/2022
Tompkins Financial Corp740$64 12/31/2022
     IDU740$64 12/31/2022
Creative Financial Designs Inc. ADV704$61 12/31/2022
     IDU704$61 12/31/2022
Avion Wealth720$58 12/31/2022
     IDU720$58 12/31/2022
Oxler Private Wealth LLC500$56 09/30/2022
     IDU500$56 09/30/2022
Choate Investment Advisors670$54 09/30/2022
     IDU670$54 09/30/2022
Ronald Blue Trust Inc.642$52 12/31/2022
     IDU642$52 12/31/2022
Signature Securities Group Corporation629$51 09/30/2022
     IDU629$51 09/30/2022
Capital Investment Advisory Services LLC552$48 12/31/2022
     IDU552$48 12/31/2022
SOA Wealth Advisors LLC.544$47 12/31/2022
     IDU544$47 12/31/2022
Tower Research Capital LLC TRC 555$45 09/30/2022
     IDU555$45 09/30/2022
MV Capital Management Inc.500$43 12/31/2022
     IDU500$43 12/31/2022
Franklin Resources Inc.500$41 09/30/2022
     IDU500$41 09/30/2022
Westside Investment Management Inc.460$39 12/31/2022
     IDU460$39 12/31/2022
M&R Capital Management Inc.444$38 12/31/2022
     IDU444$38 12/31/2022
Global Retirement Partners LLC443$37 09/30/2022
     IDU443$37 09/30/2022
Bartlett & Co. LLC400$35 12/31/2022
     IDU400$35 12/31/2022
UMB Bank N A MO390$34 12/31/2022
     IDU390$34 12/31/2022
Concord Wealth Partners376$33 12/31/2022
     IDU376$33 12/31/2022
First Command Bank367$32 12/31/2022
     IDU367$32 12/31/2022
First Command Financial Services Inc.367$32 12/31/2022
     IDU367$32 12/31/2022
Beaird Harris Wealth Management LLC396$32 09/30/2022
     IDU396$32 09/30/2022
354$31 12/31/2022
     IDU354$31 12/31/2022
Tsfg LLC351$30 12/31/2022
     IDU351$30 12/31/2022
Tilia Fiduciary Partners Inc.381$30 09/30/2022
     IDU381$30 09/30/2022
Sugarloaf Wealth Management LLC325$28 12/31/2022
     IDU325$28 12/31/2022
SRS Capital Advisors Inc.316$26 09/30/2022
     IDU316$26 09/30/2022
Front Row Advisors LLC320$26 09/30/2022
     IDU320$26 09/30/2022
Win Advisors Inc.319$26 09/30/2022
     IDU319$26 09/30/2022
Focused Wealth Management Inc287$25 12/31/2022
     IDU287$25 12/31/2022
Mendota Financial Group LLC290$25 12/31/2022
     IDU290$25 12/31/2022
Money Concepts Capital Corp311$25 09/30/2022
     IDU311$25 09/30/2022
FourThought Financial LLC300$24 09/30/2022
     IDU300$24 09/30/2022
Harbour Investments Inc.259$22 09/30/2022
     IDU259$22 09/30/2022
Endurance Wealth Management Inc.220$19 12/31/2022
     IDU220$19 12/31/2022
Carmichael Hill & Associates Inc.220$18 09/30/2022
     IDU220$18 09/30/2022
Laurel Wealth Advisors LLC216$18 09/30/2022
     IDU216$18 09/30/2022
Ancora Advisors LLC200$16 09/30/2022
     IDU200$16 09/30/2022
Coastal Investment Advisors Inc.192$16 09/30/2022
     IDU192$16 09/30/2022
Wipfli Financial Advisors LLC186$15 09/30/2022
     IDU186$15 09/30/2022
Hazlett Burt & Watson Inc.150$13 12/31/2022
     IDU150$13 12/31/2022
Clearstead Advisors LLC166$13 09/30/2022
     IDU166$13 09/30/2022
McIlrath & Eck LLC166$13 09/30/2022
     IDU166$13 09/30/2022
South State CORP.150$12 09/30/2022
     IDU150$12 09/30/2022
Accel Wealth Management130$11 12/31/2022
     IDU130$11 12/31/2022
James Investment Research Inc.115$10 12/31/2022
     IDU115$10 12/31/2022
Beacon Capital Management LLC100$9 12/31/2022
     IDU100$9 12/31/2022
First Manhattan Co.119$9 09/30/2022
     IDU119$9 09/30/2022
Nelson Van Denburg & Campbell Wealth Management Group LLC219$9 09/30/2022
     IDU219$9 09/30/2022
Norwood Financial Corp90$8 12/31/2022
     IDU90$8 12/31/2022
Boyd Watterson Asset Management LLC OH80$7 12/31/2022
     IDU80$7 12/31/2022
Trustcore Financial Services LLC90$7 09/30/2022
     IDU90$7 09/30/2022
Mine & Arao Wealth Creation & Management LLC.92$7 09/30/2022
     IDU92$7 09/30/2022
CarsonAllaria Wealth Management Ltd.86$7 09/30/2022
     IDU86$7 09/30/2022
First Horizon Advisors Inc.76$6 09/30/2022
     IDU76$6 09/30/2022
Capital Asset Advisory Services LLC70$6 09/30/2022
     IDU70$6 09/30/2022
Private Trust Co. NA60$5 12/31/2022
     IDU60$5 12/31/2022
Jackson Hole Capital Partners LLC62$5 09/30/2022
     IDU62$5 09/30/2022
Brown Brothers Harriman & Co.55$4 09/30/2022
     IDU55$4 09/30/2022
Founders Financial Alliance LLC52$4 09/30/2022
     IDU52$4 09/30/2022
Versant Capital Management Inc20$2 12/31/2022
     IDU20$2 12/31/2022
Oakworth Capital Inc.17$1 12/31/2022
     IDU17$1 12/31/2022
Transamerica Financial Advisors Inc.6$1 09/30/2022
     IDU6$1 09/30/2022
Zullo Investment Group Inc.12$1 09/30/2022
     IDU12$1 09/30/2022
Proequities Inc.0$0 12/31/2022
     IDU0$0 12/31/2022
BlackRock Inc.1$0 09/30/2022
     IDU1$0 09/30/2022
Cutler Group LP $0 09/30/2022
     Call100$0 09/30/2022
Financial Enhancement Group LLC3$0 09/30/2022
     IDU3$0 09/30/2022

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

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