HoldingsChannel.com
Institutional Holders of IDOG
HolderAmountPosition Size
($ in 1000's)
 As of
Honkamp Krueger Financial Services Inc.1,194,798$35,509 03/31/2024
     IDOG1,194,798$35,509 03/31/2024
Bank of America Corp DE703,760$21,022 12/31/2023
     IDOG703,760$21,022 12/31/2023
Morgan Stanley685,577$20,479 12/31/2023
     IDOG685,577$20,479 12/31/2023
Avantax Advisory Services Inc.480,751$14,361 12/31/2023
     IDOG480,751$14,361 12/31/2023
Del Sette Capital Management LLC413,278$12,283 03/31/2024
     IDOG413,278$12,283 03/31/2024
UBS Group AG240,536$7,185 12/31/2023
     IDOG240,536$7,185 12/31/2023
Wells Fargo & Company MN214,444$6,406 12/31/2023
     IDOG214,444$6,406 12/31/2023
Commonwealth Equity Services LLC161,067$4,787 03/31/2024
     IDOG161,067$4,787 03/31/2024
ForthRight Wealth Management LLC125,873$3,741 03/31/2024
     IDOG125,873$3,741 03/31/2024
Envestnet Asset Management Inc.116,203$3,471 12/31/2023
     IDOG116,203$3,471 12/31/2023
First Horizon Advisors Inc.115,862$3,443 03/31/2024
     IDOG115,862$3,443 03/31/2024
Genesee Capital Advisors LLC95,330$2,833 03/31/2024
     IDOG95,330$2,833 03/31/2024
Royal Bank of Canada71,026$2,122 12/31/2023
     IDOG71,026$2,122 12/31/2023
Cahill Financial Advisors Inc.62,895$1,879 12/31/2023
     IDOG62,895$1,879 12/31/2023
LPL Financial LLC55,501$1,658 12/31/2023
     IDOG55,501$1,658 12/31/2023
Citadel Advisors LLC55,477$1,657 12/31/2023
     IDOG55,477$1,657 12/31/2023
Kestra Private Wealth Services LLC49,822$1,481 03/31/2024
     IDOG49,822$1,481 03/31/2024
Wiley BROS. Aintree Capital LLC27,776$826 03/31/2024
     IDOG27,776$826 03/31/2024
Mariner LLC26,322$786 12/31/2023
     IDOG26,322$786 12/31/2023
Fermata Advisors LLC25,818$767 03/31/2024
     IDOG25,818$767 03/31/2024
Wambolt & Associates LLC22,854$677 03/31/2024
     IDOG22,854$677 03/31/2024
Integrated Wealth Concepts LLC22,273$665 12/31/2023
     IDOG22,273$665 12/31/2023
Raymond James & Associates20,233$601 03/31/2024
     IDOG20,233$601 03/31/2024
Cambridge Investment Research Advisors Inc.18,925$562 03/31/2024
     IDOG18,925$562 03/31/2024
Ameriprise Financial Inc.18,257$538 12/31/2023
     IDOG18,257$538 12/31/2023
Janney Montgomery Scott LLC15,065$448 03/31/2024
     IDOG15,065$448 03/31/2024
Advisor Group Holdings Inc.14,179$424 12/31/2023
     IDOG14,179$424 12/31/2023
Raymond James Financial Services Advisors Inc.8,858$263 03/31/2024
     IDOG8,858$263 03/31/2024
Scissortail Wealth Management LLC8,608$254 12/31/2023
     IDOG8,608$254 12/31/2023
Dana Investment Advisors Inc.8,335$249 12/31/2023
     IDOG8,335$249 12/31/2023
Creative Planning7,781$232 12/31/2023
     IDOG7,781$232 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC6,960$207 03/31/2024
     IDOG6,960$207 03/31/2024
CWM LLC2,356$70 03/31/2024
     IDOG2,356$70 03/31/2024
The PNC Financial Services Group Inc.2,014$60 12/31/2023
     IDOG2,014$60 12/31/2023
NBC Securities Inc.1,578$46 03/31/2024
     IDOG1,578$46 03/31/2024
Northwestern Mutual Wealth Management Co.1,464$44 12/31/2023
     IDOG1,464$44 12/31/2023
Private Trust Co. NA1,157$34 03/31/2024
     IDOG1,157$34 03/31/2024
Salomon & Ludwin LLC705$21 03/31/2024
     IDOG705$21 03/31/2024
Comerica Bank560$17 12/31/2023
     IDOG560$17 12/31/2023
Private Ocean LLC425$13 03/31/2024
     IDOG425$13 03/31/2024
Tradition Wealth Management LLC296$9 12/31/2023
     IDOG296$9 12/31/2023
Geneos Wealth Management Inc.286$8 03/31/2024
     IDOG286$8 03/31/2024
Harbour Investments Inc.202$6 12/31/2023
     IDOG202$6 12/31/2023
Advisory Services Network LLC80$2 12/31/2023
     IDOG80$2 12/31/2023
AdvisorNet Financial Inc48$1 03/31/2024
     IDOG48$1 03/31/2024

See All: Funds Holding IDOG
See Details: Top 10 Hedge Funds Holding IDOG
Also See: IDOG Holdings Changes

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