HoldingsChannel.com
Funds Holding IDU
HolderAmountPosition Size
($ in 1000's)
 As of
Destination Wealth Management288,026$46,905 09/30/2019
     IDU288,026$46,905 09/30/2019
Bank of America Corp DE279,202$45,468 09/30/2019
     IDU279,202$45,468 09/30/2019
Morgan Stanley175,656$28,607 09/30/2019
     IDU175,656$28,607 09/30/2019
Wells Fargo & Company MN133,212$21,694 09/30/2019
     IDU133,212$21,694 09/30/2019
LPL Financial LLC120,885$19,686 09/30/2019
     IDU120,885$19,686 09/30/2019
MinichMacGregor Wealth Management LLC96,089$15,648 09/30/2019
     IDU96,089$15,648 09/30/2019
Envestnet Asset Management Inc.82,386$13,417 09/30/2019
     IDU82,386$13,417 09/30/2019
Ameriprise Financial Inc.80,305$13,073 09/30/2019
     IDU80,305$13,073 09/30/2019
Lbmc Investment Advisors LLC65,457$10,660 09/30/2019
     IDU65,457$10,660 09/30/2019
Royal Bank of Canada56,797$9,250 09/30/2019
     IDU56,797$9,250 09/30/2019
Commonwealth Equity Services LLC51,829$8,440 09/30/2019
     IDU51,829$8,440 09/30/2019
Janney Montgomery Scott LLC51,766$8,430 09/30/2019
     IDU51,766$8,430 09/30/2019
UBS Group AG41,759$6,800 09/30/2019
     IDU41,759$6,800 09/30/2019
Advisor Group Inc.37,025$6,031 09/30/2019
     IDU37,025$6,031 09/30/2019
Ladenburg Thalmann Financial Services Inc.35,667$5,809 09/30/2019
     IDU35,667$5,809 09/30/2019
Sigma Planning Corp27,858$4,537 09/30/2019
     IDU27,858$4,537 09/30/2019
Citadel Advisors LLC26,397$4,299 09/30/2019
     IDU26,397$4,299 09/30/2019
Prospera Financial Services Inc25,389$4,135 09/30/2019
     IDU25,389$4,135 09/30/2019
Stephens Inc. AR23,394$3,810 09/30/2019
     IDU23,394$3,810 09/30/2019
PNC Financial Services Group Inc.19,750$3,216 09/30/2019
     IDU19,750$3,216 09/30/2019
F3Logic LLC18,970$3,090 09/30/2019
     IDU18,970$3,090 09/30/2019
Cambridge Investment Research Advisors Inc.18,832$3,067 09/30/2019
     IDU18,832$3,067 09/30/2019
Susquehanna International Group LLP $2,984 09/30/2019
     IDU11,425$1,861 09/30/2019
     Call8,500$1,384 09/30/2019
     Put1,600$261 09/30/2019
Pictet Asset Management Ltd.17,625$2,870 09/30/2019
     IDU17,625$2,870 09/30/2019
Everett Harris & Co. CA17,331$2,822 09/30/2019
     IDU17,331$2,822 09/30/2019
Raymond James Financial Services Advisors Inc.16,543$2,694 09/30/2019
     IDU16,543$2,694 09/30/2019
IFP Advisors Inc16,188$2,637 09/30/2019
     IDU16,188$2,637 09/30/2019
AE Wealth Management LLC15,961$2,599 09/30/2019
     IDU15,961$2,599 09/30/2019
Sawtooth Solutions LLC15,674$2,552 09/30/2019
     IDU15,674$2,552 09/30/2019
Holderness Investments Co.15,314$2,494 09/30/2019
     IDU15,314$2,494 09/30/2019
Dowling & Yahnke LLC14,644$2,385 09/30/2019
     IDU14,644$2,385 09/30/2019
MML Investors Services LLC14,287$2,327 09/30/2019
     IDU14,287$2,327 09/30/2019
Connecticut Wealth Management LLC14,200$2,312 09/30/2019
     IDU14,200$2,312 09/30/2019
Raymond James & Associates14,186$2,310 09/30/2019
     IDU14,186$2,310 09/30/2019
Cetera Advisors LLC13,310$2,164 09/30/2019
     IDU13,310$2,164 09/30/2019
Huntington National Bank12,797$2,084 09/30/2019
     IDU12,797$2,084 09/30/2019
Family Firm Inc.12,619$2,055 09/30/2019
     IDU12,619$2,055 09/30/2019
Pinnacle Family Advisors LLC12,590$2,050 09/30/2019
     IDU12,590$2,050 09/30/2019
JPMorgan Chase & Co.12,445$2,027 09/30/2019
     IDU12,445$2,027 09/30/2019
GWM Advisors LLC11,921$1,941 09/30/2019
     IDU11,921$1,941 09/30/2019
Syntal Capital Partners LLC11,825$1,925 09/30/2019
     IDU11,825$1,925 09/30/2019
Kalos Management Inc.11,233$1,829 09/30/2019
     IDU11,233$1,829 09/30/2019
Osborn Williams & Donohoe LLC11,202$1,824 09/30/2019
     IDU11,202$1,824 09/30/2019
Private Advisor Group LLC9,771$1,591 09/30/2019
     IDU9,771$1,591 09/30/2019
Evanson Asset Management LLC9,720$1,583 09/30/2019
     IDU9,720$1,583 09/30/2019
First Heartland Consultants Inc.9,367$1,525 09/30/2019
     IDU9,367$1,525 09/30/2019
Wealth & Pension Services Group Inc.8,662$1,411 09/30/2019
     IDU8,662$1,411 09/30/2019
Great Lakes Advisors LLC7,831$1,275 09/30/2019
     IDU7,831$1,275 09/30/2019
Stifel Financial Corp7,939$1,263 09/30/2019
     IDU7,939$1,263 09/30/2019
Madden Advisory Services Inc.7,302$1,189 09/30/2019
     IDU7,302$1,189 09/30/2019
Field & Main Bank7,235$1,178 09/30/2019
     IDU7,235$1,178 09/30/2019
Dynamic Advisor Solutions LLC6,896$1,123 09/30/2019
     IDU6,896$1,123 09/30/2019
Belpointe Asset Management LLC7,286$1,099 06/30/2019
     IDU7,286$1,099 06/30/2019
Bingham Osborn & Scarborough LLC6,736$1,097 09/30/2019
     IDU6,736$1,097 09/30/2019
BB&T Securities LLC6,742$1,095 09/30/2019
     IDU6,742$1,095 09/30/2019
Simmons Bank6,618$1,077 09/30/2019
     IDU6,618$1,077 09/30/2019
BKD Wealth Advisors LLC5,872$956 09/30/2019
     IDU5,872$956 09/30/2019
First Allied Advisory Services Inc.5,559$903 09/30/2019
     IDU5,559$903 09/30/2019
NEXT Financial Group Inc5,540$902 09/30/2019
     IDU5,540$902 09/30/2019
Capital Investment Advisors LLC5,430$884 09/30/2019
     IDU5,430$884 09/30/2019
Weaver Consulting Group5,163$780 09/30/2019
     IDU5,163$780 09/30/2019
Bank of New York Mellon Corp4,636$754 09/30/2019
     IDU4,636$754 09/30/2019
Northwest Investment Counselors LLC4,450$725 09/30/2019
     IDU4,450$725 09/30/2019
Advisory Services Network LLC4,726$713 09/30/2019
     IDU4,726$713 09/30/2019
Good Life Advisors LLC4,369$713 09/30/2019
     IDU4,369$713 09/30/2019
Koshinski Asset Management Inc.3,965$646 09/30/2019
     IDU3,965$646 09/30/2019
Murphy Capital Management Inc.3,835$624 09/30/2019
     IDU3,835$624 09/30/2019
D.A. Davidson & CO.3,812$621 09/30/2019
     IDU3,812$621 09/30/2019
Cetera Investment Advisers3,696$602 09/30/2019
     IDU3,696$602 09/30/2019
Midwest Professional Planners LTD.3,615$589 09/30/2019
     IDU3,615$589 09/30/2019
Garrison Point Advisors LLC3,378$550 09/30/2019
     IDU3,378$550 09/30/2019
Private Capital Group LLC3,336$543 09/30/2019
     IDU3,336$543 09/30/2019
Oppenheimer & Co. Inc.2,994$488 09/30/2019
     IDU2,994$488 09/30/2019
Fort Washington Investment Advisors Inc. OH2,950$480 09/30/2019
     IDU2,950$480 09/30/2019
IHT Wealth Management LLC2,915$475 09/30/2019
     IDU2,915$475 09/30/2019
Northwestern Mutual Wealth Management Co.2,868$467 09/30/2019
     IDU2,868$467 09/30/2019
Clearwater Capital Advisors LLC2,695$439 09/30/2019
     IDU2,695$439 09/30/2019
North Star Investment Management Corp.2,664$434 09/30/2019
     IDU2,664$434 09/30/2019
Calton & Associates Inc.2,660$433 09/30/2019
     IDU2,660$433 09/30/2019
Independence Bank of Kentucky2,624$427 09/30/2019
     IDU2,624$427 09/30/2019
Capital Advisors Ltd. LLC3,147$425 09/30/2019
     IDU3,147$425 09/30/2019
Cypress Wealth Services LLC2,540$414 09/30/2019
     IDU2,540$414 09/30/2019
Harvest Investment Services LLC2,515$408 09/30/2019
     IDU2,515$408 09/30/2019
Lakeview Capital Partners LLC2,408$392 09/30/2019
     IDU2,408$392 09/30/2019
Altium Wealth Management LLC2,327$379 09/30/2019
     IDU2,327$379 09/30/2019
Stratos Wealth Partners LTD.2,312$377 09/30/2019
     IDU2,312$377 09/30/2019
Jane Street Group LLC2,116$345 09/30/2019
     IDU2,116$345 09/30/2019
Brown Advisory Securities LLC2,100$342 09/30/2019
     IDU2,100$342 09/30/2019
Keeley Teton Advisors LLC2,020$329 09/30/2019
     IDU2,020$329 09/30/2019
Gladstone Institutional Advisory LLC1,920$313 09/30/2019
     IDU1,920$313 09/30/2019
Patriot Investment Management Inc.1,915$309 09/30/2019
     IDU1,915$309 09/30/2019
M&T Bank Corp1,790$292 09/30/2019
     IDU1,790$292 09/30/2019
Baird Financial Group Inc.1,724$281 09/30/2019
     IDU1,724$281 09/30/2019
NTV Asset Management LLC1,720$280 09/30/2019
     IDU1,720$280 09/30/2019
CWM LLC1,680$274 09/30/2019
     IDU1,680$274 09/30/2019
BDO Wealth Advisors LLC1,680$274 09/30/2019
     IDU1,680$274 09/30/2019
Commerce Bank1,659$270 09/30/2019
     IDU1,659$270 09/30/2019
Aveo Capital Partners LLC1,694$270 09/30/2019
     IDU1,694$270 09/30/2019
Schnieders Capital Management LLC1,575$257 09/30/2019
     IDU1,575$257 09/30/2019
Cetera Advisor Networks LLC1,558$254 09/30/2019
     IDU1,558$254 09/30/2019
Barber Financial Group Inc.1,541$251 09/30/2019
     IDU1,541$251 09/30/2019
Washington Trust Bank1,500$244 09/30/2019
     IDU1,500$244 09/30/2019
Goldman Sachs Group Inc.1,429$233 09/30/2019
     IDU1,429$233 09/30/2019
Suntrust Banks Inc.1,586$228 09/30/2019
     IDU1,586$228 09/30/2019
Mutual Advisors LLC1,359$221 09/30/2019
     IDU1,359$221 09/30/2019
Fulton Breakefield Broenniman LLC1,284$209 09/30/2019
     IDU1,284$209 09/30/2019
Heritage Trust Co1,279$208 09/30/2019
     IDU1,279$208 09/30/2019
Nations Financial Group Inc. IA ADV1,276$206 09/30/2019
     IDU1,276$206 09/30/2019
Steward Partners Investment Advisory LLC1,260$205 09/30/2019
     IDU1,260$205 09/30/2019
Sowell Financial Services LLC1,201$196 09/30/2019
     IDU1,201$196 09/30/2019
FMR LLC1,132$184 09/30/2019
     IDU1,132$184 09/30/2019
US Bancorp DE1,096$178 09/30/2019
     IDU1,096$178 09/30/2019
Blair William & Co. IL1,025$167 09/30/2019
     IDU1,025$167 09/30/2019
Financial Architects Inc999$163 09/30/2019
     IDU999$163 09/30/2019
Ironwood Wealth Management LLC.974$159 09/30/2019
     IDU974$159 09/30/2019
CENTRAL TRUST Co869$142 09/30/2019
     IDU869$142 09/30/2019
Captrust Financial Advisors847$138 09/30/2019
     IDU847$138 09/30/2019
Ameritas Investment Corp826$135 09/30/2019
     IDU826$135 09/30/2019
GSB Wealth Management LLC787$128 09/30/2019
     IDU787$128 09/30/2019
Ironwood Financial llc766$125 09/30/2019
     IDU766$125 09/30/2019
AdvisorNet Financial Inc685$112 09/30/2019
     IDU685$112 09/30/2019
Westside Investment Management Inc.695$104 06/30/2019
     IDU695$104 06/30/2019
Synovus Financial Corp609$99 09/30/2019
     IDU609$99 09/30/2019
Rehmann Capital Advisory Group648$98 06/30/2019
     IDU648$98 06/30/2019
Flagship Harbor Advisors LLC590$96 09/30/2019
     IDU590$96 09/30/2019
Golden State Wealth Management LLC572$93 09/30/2019
     IDU572$93 09/30/2019
Signaturefd LLC531$86 09/30/2019
     IDU531$86 09/30/2019
Deutsche Bank AG518$84 09/30/2019
     IDU518$84 09/30/2019
Citigroup Inc.482$78 09/30/2019
     IDU482$78 09/30/2019
Certified Advisory Corp439$72 09/30/2019
     IDU439$72 09/30/2019
James Investment Research Inc.300$49 09/30/2019
     IDU300$49 09/30/2019
Proequities Inc.289$47 09/30/2019
     IDU289$47 09/30/2019
Patriot Financial Group Insurance Agency LLC210$34 09/30/2019
     IDU210$34 09/30/2019
Bartlett & Co. LLC200$33 09/30/2019
     IDU200$33 09/30/2019
Valeo Financial Advisors LLC200$33 09/30/2019
     IDU200$33 09/30/2019
Quad Cities Investment Group LLC175$28 09/30/2019
     IDU175$28 09/30/2019
Arrow Financial Corp160$26 09/30/2019
     IDU160$26 09/30/2019
Front Row Advisors LLC160$26 09/30/2019
     IDU160$26 09/30/2019
Emerald Investment Partners LLC153$25 09/30/2019
     IDU153$25 09/30/2019
Covington Capital Management150$24 09/30/2019
     IDU150$24 09/30/2019
Focused Wealth Management Inc132$21 09/30/2019
     IDU132$21 09/30/2019
Endurance Wealth Management Inc.110$18 09/30/2019
     IDU110$18 09/30/2019
Global Wealth Management Investment Advisory Inc.110$18 09/30/2019
     IDU110$18 09/30/2019
Laurel Wealth Advisors LLC107$17 09/30/2019
     IDU107$17 09/30/2019
Trustcore Financial Services LLC95$15 09/30/2019
     IDU95$15 09/30/2019
Global Retirement Partners LLC92$15 09/30/2019
     IDU92$15 09/30/2019
McIlrath & Eck LLC83$14 09/30/2019
     IDU83$14 09/30/2019
Mycio Wealth Partners LLC68$11 09/30/2019
     IDU68$11 09/30/2019
First Manhattan Co.60$9 09/30/2019
     IDU60$9 09/30/2019
Northern Oak Wealth Management Inc.57$9 09/30/2019
     IDU57$9 09/30/2019
Gradient Investments LLC50$8 09/30/2019
     IDU50$8 09/30/2019
Tortoise Investment Management LLC48$8 09/30/2019
     IDU48$8 09/30/2019
Benjamin F. Edwards & Company Inc.30$5 09/30/2019
     IDU30$5 09/30/2019
Usca Ria LLC30$5 09/30/2019
     IDU30$5 09/30/2019
Cutler Group LP $5 09/30/2019
     Call1,100$5 09/30/2019
     Put300$0 09/30/2019
Jackson Hole Capital Partners LLC31$5 09/30/2019
     IDU31$5 09/30/2019
Carroll Financial Associates Inc.25$4 09/30/2019
     IDU25$4 09/30/2019
Versant Capital Management Inc10$1 09/30/2019
     IDU10$1 09/30/2019
IMC Chicago LLC27,654$-198,223 09/30/2019
     Put6,717,700$708,249 09/30/2019
     Call5,161,900$505,523 09/30/2019
     IDU27,654$4,503 09/30/2019

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

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