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Institutional Holders of IDU

There is a long list of 207 institutional holders of IDU 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 IDU by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IDU table below, the initial column indicates the name of each top institutional holder of IDU, with a link to that fund's top holdings. The next columns indicate the amount of IDU stock held by each of the institutional holders of IDU, followed by the IDU position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Destination Wealth Management626,632$50,087 12/31/2023
     IDU626,632$50,087 12/31/2023
Morgan Stanley525,971$42,041 12/31/2023
     IDU525,971$42,041 12/31/2023
Bank of America Corp DE495,467$39,603 12/31/2023
     IDU495,467$39,603 12/31/2023
Green Harvest Asset Management LLC460,612$36,817 12/31/2023
     IDU460,612$36,817 12/31/2023
LPL Financial LLC161,668$12,922 12/31/2023
     IDU161,668$12,922 12/31/2023
Lbmc Investment Advisors LLC118,470$10,013 03/31/2024
     IDU118,470$10,013 03/31/2024
The Manufacturers Life Insurance Company 121,908$9,744 12/31/2023
     IDU121,908$9,744 12/31/2023
Commonwealth Equity Services LLC112,270$8,974 12/31/2023
     IDU112,270$8,974 12/31/2023
Raymond James Financial Services Advisors Inc.97,706$7,810 12/31/2023
     IDU97,706$7,810 12/31/2023
Royal Bank of Canada96,498$7,713 12/31/2023
     IDU96,498$7,713 12/31/2023
Wells Fargo & Company MN76,213$6,092 12/31/2023
     IDU76,213$6,092 12/31/2023
Country Club Bank GFN72,212$5,772 12/31/2023
     IDU72,212$5,772 12/31/2023
Bellwether Advisors LLC60,422$4,830 12/31/2023
     IDU60,422$4,830 12/31/2023
Envestnet Asset Management Inc.57,770$4,618 12/31/2023
     IDU57,770$4,618 12/31/2023
Goldman Sachs Group Inc.47,039$3,760 12/31/2023
     IDU47,039$3,760 12/31/2023
Advisor Group Holdings Inc.45,193$3,614 12/31/2023
     IDU45,193$3,614 12/31/2023
Susquehanna International Group LLP44,099$3,525 12/31/2023
     IDU44,099$3,525 12/31/2023
Ameriprise Financial Inc.41,720$3,334 12/31/2023
     IDU41,720$3,334 12/31/2023
Truist Financial Corp41,083$3,284 12/31/2023
     IDU41,083$3,284 12/31/2023
UBS Group AG40,911$3,270 12/31/2023
     IDU40,911$3,270 12/31/2023
Connectus Wealth LLC35,787$2,869 12/31/2023
     IDU35,787$2,869 12/31/2023
Rockefeller Capital Management L.P.35,161$2,810 12/31/2023
     IDU35,161$2,810 12/31/2023
AE Wealth Management LLC35,621$2,768 12/31/2023
     IDU35,621$2,768 12/31/2023
MML Investors Services LLC33,006$2,638 12/31/2023
     IDU33,006$2,638 12/31/2023
The PNC Financial Services Group Inc.29,852$2,386 12/31/2023
     IDU29,852$2,386 12/31/2023
Stratos Wealth Advisors LLC27,675$2,339 03/31/2024
     IDU27,675$2,339 03/31/2024
Raymond James & Associates28,811$2,303 12/31/2023
     IDU28,811$2,303 12/31/2023
Huntington National Bank28,512$2,279 12/31/2023
     IDU28,512$2,279 12/31/2023
Cambridge Investment Research Advisors Inc.26,450$2,114 12/31/2023
     IDU26,450$2,114 12/31/2023
CI Private Wealth LLC25,102$2,006 12/31/2023
     IDU25,102$2,006 12/31/2023
Northwestern Mutual Wealth Management Co.24,794$1,982 12/31/2023
     IDU24,794$1,982 12/31/2023
Family Firm Inc.23,999$1,918 12/31/2023
     IDU23,999$1,918 12/31/2023
Wakefield Asset Management LLLP23,635$1,889 12/31/2023
     IDU23,635$1,889 12/31/2023
BOS Asset Management LLC23,404$1,871 12/31/2023
     IDU23,404$1,871 12/31/2023
Prospera Financial Services Inc22,705$1,815 12/31/2023
     IDU22,705$1,815 12/31/2023
Royal Fund Management LLC21,115$1,789 03/31/2024
     IDU21,115$1,789 03/31/2024
D.A. Davidson & CO.21,949$1,754 12/31/2023
     IDU21,949$1,754 12/31/2023
Private Advisor Group LLC21,672$1,732 12/31/2023
     IDU21,672$1,732 12/31/2023
First Citizens Financial Corp20,700$1,655 12/31/2023
     IDU20,700$1,655 12/31/2023
Derbend Asset Management20,614$1,648 12/31/2023
     IDU20,614$1,648 12/31/2023
Stephens Inc. AR20,218$1,616 12/31/2023
     IDU20,218$1,616 12/31/2023
Essex LLC19,752$1,579 12/31/2023
     IDU19,752$1,579 12/31/2023
Atria Wealth Solutions Inc.19,298$1,542 12/31/2023
     IDU19,298$1,542 12/31/2023
Everett Harris & Co. CA19,010$1,519 12/31/2023
     IDU19,010$1,519 12/31/2023
GWM Advisors LLC18,576$1,485 12/31/2023
     IDU18,576$1,485 12/31/2023
Advisors Management Group Inc. ADV17,917$1,432 12/31/2023
     IDU17,917$1,432 12/31/2023
Johnson Investment Counsel Inc.17,591$1,406 12/31/2023
     IDU17,591$1,406 12/31/2023
Lincoln National Corp17,350$1,387 12/31/2023
     IDU17,350$1,387 12/31/2023
Great Lakes Advisors LLC15,598$1,247 12/31/2023
     IDU15,598$1,247 12/31/2023
Holderness Investments Co.13,730$1,097 12/31/2023
     IDU13,730$1,097 12/31/2023

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

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