There is a long list of 65 institutional holders of IDHQ within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of IDHQ by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IDHQ table below, the initial column indicates the name of each top institutional holder of IDHQ, with a link to that fund's top holdings. The next columns indicate the amount of IDHQ stock held by each of the institutional holders of IDHQ, followed by the IDHQ position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
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 |
Raymond James & Associates | 197,772 | $6,066 | 03/31/2024 |
IDHQ | 197,772 | $6,066 | 03/31/2024 |
Equitable Holdings Inc. | 206,065 | $5,891 | 12/31/2023 |
IDHQ | 206,065 | $5,891 | 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 | 137,827 | $4,227 | 03/31/2024 |
IDHQ | 137,827 | $4,227 | 03/31/2024 |
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 |
Breakwater Capital Group | 67,365 | $2,066 | 03/31/2024 |
IDHQ | 67,365 | $2,066 | 03/31/2024 |
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 |
Monticello Wealth Management LLC | 54,817 | $1,681 | 03/31/2024 |
IDHQ | 54,817 | $1,681 | 03/31/2024 |
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 |
McKinley Carter Wealth Services Inc. | 33,116 | $1,016 | 03/31/2024 |
IDHQ | 33,116 | $1,016 | 03/31/2024 |
Lincoln National Corp | 35,233 | $1,007 | 12/31/2023 |
IDHQ | 35,233 | $1,007 | 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 |
Raymond James Financial Services Advisors Inc. | 22,464 | $689 | 03/31/2024 |
IDHQ | 22,464 | $689 | 03/31/2024 |
True Wealth Design LLC | 21,796 | $623 | 12/31/2023 |
IDHQ | 21,796 | $623 | 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 |
Private Advisor Group LLC | 16,075 | $493 | 03/31/2024 |
IDHQ | 16,075 | $493 | 03/31/2024 |
Financial Advocates Investment Management | 17,212 | $492 | 12/31/2023 |
IDHQ | 17,212 | $492 | 12/31/2023 |
Interactive Financial Advisors | 15,157 | $433 | 12/31/2023 |
IDHQ | 15,157 | $433 | 12/31/2023 |
Commonwealth Equity Services LLC | 11,929 | $366 | 03/31/2024 |
IDHQ | 11,929 | $366 | 03/31/2024 |
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 |
Cambridge Investment Research Advisors Inc. | 10,223 | $314 | 03/31/2024 |
IDHQ | 10,223 | $314 | 03/31/2024 |
Scharf Investments LLC | 9,836 | $302 | 03/31/2024 |
IDHQ | 9,836 | $302 | 03/31/2024 |
Edge Financial Advisors LLC | 9,319 | $286 | 03/31/2024 |
IDHQ | 9,319 | $286 | 03/31/2024 |
Delta Investment Management LLC | 9,496 | $271 | 12/31/2023 |
IDHQ | 9,496 | $271 | 12/31/2023 |
Fifth Third Securities Inc. | 8,746 | $268 | 03/31/2024 |
IDHQ | 8,746 | $268 | 03/31/2024 |
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 |
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 |
Capital Advisors Ltd. LLC | 3,096 | $95 | 03/31/2024 |
IDHQ | 3,096 | $95 | 03/31/2024 |
Capital Investment Advisory Services LLC | 2,300 | $71 | 03/31/2024 |
IDHQ | 2,300 | $71 | 03/31/2024 |
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 |
Allworth Financial LP | 950 | $29 | 03/31/2024 |
IDHQ | 950 | $29 | 03/31/2024 |
See All: Funds Holding IDHQ
See Details: Top 10 Hedge Funds Holding IDHQ
Also See: IDHQ Holdings Changes
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