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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Destination Wealth Management | 626,632 | $50,087 | 12/31/2023 |
IDU | 626,632 | $50,087 | 12/31/2023 |
Morgan Stanley | 525,971 | $42,041 | 12/31/2023 |
IDU | 525,971 | $42,041 | 12/31/2023 |
Bank of America Corp DE | 495,467 | $39,603 | 12/31/2023 |
IDU | 495,467 | $39,603 | 12/31/2023 |
Green Harvest Asset Management LLC | 460,612 | $36,817 | 12/31/2023 |
IDU | 460,612 | $36,817 | 12/31/2023 |
LPL Financial LLC | 161,668 | $12,922 | 12/31/2023 |
IDU | 161,668 | $12,922 | 12/31/2023 |
Lbmc Investment Advisors LLC | 118,470 | $10,013 | 03/31/2024 |
IDU | 118,470 | $10,013 | 03/31/2024 |
The Manufacturers Life Insurance Company | 121,908 | $9,744 | 12/31/2023 |
IDU | 121,908 | $9,744 | 12/31/2023 |
Commonwealth Equity Services LLC | 112,270 | $8,974 | 12/31/2023 |
IDU | 112,270 | $8,974 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 97,706 | $7,810 | 12/31/2023 |
IDU | 97,706 | $7,810 | 12/31/2023 |
Royal Bank of Canada | 96,498 | $7,713 | 12/31/2023 |
IDU | 96,498 | $7,713 | 12/31/2023 |
Wells Fargo & Company MN | 76,213 | $6,092 | 12/31/2023 |
IDU | 76,213 | $6,092 | 12/31/2023 |
Country Club Bank GFN | 72,212 | $5,772 | 12/31/2023 |
IDU | 72,212 | $5,772 | 12/31/2023 |
Bellwether Advisors LLC | 60,422 | $4,830 | 12/31/2023 |
IDU | 60,422 | $4,830 | 12/31/2023 |
Envestnet Asset Management Inc. | 57,770 | $4,618 | 12/31/2023 |
IDU | 57,770 | $4,618 | 12/31/2023 |
Goldman Sachs Group Inc. | 47,039 | $3,760 | 12/31/2023 |
IDU | 47,039 | $3,760 | 12/31/2023 |
Advisor Group Holdings Inc. | 45,193 | $3,614 | 12/31/2023 |
IDU | 45,193 | $3,614 | 12/31/2023 |
Susquehanna International Group LLP | 44,099 | $3,525 | 12/31/2023 |
IDU | 44,099 | $3,525 | 12/31/2023 |
Ameriprise Financial Inc. | 41,720 | $3,334 | 12/31/2023 |
IDU | 41,720 | $3,334 | 12/31/2023 |
Truist Financial Corp | 41,083 | $3,284 | 12/31/2023 |
IDU | 41,083 | $3,284 | 12/31/2023 |
UBS Group AG | 40,911 | $3,270 | 12/31/2023 |
IDU | 40,911 | $3,270 | 12/31/2023 |
Connectus Wealth LLC | 35,787 | $2,869 | 12/31/2023 |
IDU | 35,787 | $2,869 | 12/31/2023 |
Rockefeller Capital Management L.P. | 35,161 | $2,810 | 12/31/2023 |
IDU | 35,161 | $2,810 | 12/31/2023 |
AE Wealth Management LLC | 35,621 | $2,768 | 12/31/2023 |
IDU | 35,621 | $2,768 | 12/31/2023 |
MML Investors Services LLC | 33,006 | $2,638 | 12/31/2023 |
IDU | 33,006 | $2,638 | 12/31/2023 |
The PNC Financial Services Group Inc. | 29,852 | $2,386 | 12/31/2023 |
IDU | 29,852 | $2,386 | 12/31/2023 |
Stratos Wealth Advisors LLC | 27,675 | $2,339 | 03/31/2024 |
IDU | 27,675 | $2,339 | 03/31/2024 |
Raymond James & Associates | 28,811 | $2,303 | 12/31/2023 |
IDU | 28,811 | $2,303 | 12/31/2023 |
Huntington National Bank | 28,512 | $2,279 | 12/31/2023 |
IDU | 28,512 | $2,279 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 26,450 | $2,114 | 12/31/2023 |
IDU | 26,450 | $2,114 | 12/31/2023 |
CI Private Wealth LLC | 25,102 | $2,006 | 12/31/2023 |
IDU | 25,102 | $2,006 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 24,794 | $1,982 | 12/31/2023 |
IDU | 24,794 | $1,982 | 12/31/2023 |
Family Firm Inc. | 23,999 | $1,918 | 12/31/2023 |
IDU | 23,999 | $1,918 | 12/31/2023 |
Wakefield Asset Management LLLP | 23,635 | $1,889 | 12/31/2023 |
IDU | 23,635 | $1,889 | 12/31/2023 |
BOS Asset Management LLC | 23,404 | $1,871 | 12/31/2023 |
IDU | 23,404 | $1,871 | 12/31/2023 |
Prospera Financial Services Inc | 22,705 | $1,815 | 12/31/2023 |
IDU | 22,705 | $1,815 | 12/31/2023 |
Royal Fund Management LLC | 21,115 | $1,789 | 03/31/2024 |
IDU | 21,115 | $1,789 | 03/31/2024 |
D.A. Davidson & CO. | 21,949 | $1,754 | 12/31/2023 |
IDU | 21,949 | $1,754 | 12/31/2023 |
Private Advisor Group LLC | 21,672 | $1,732 | 12/31/2023 |
IDU | 21,672 | $1,732 | 12/31/2023 |
First Citizens Financial Corp | 20,700 | $1,655 | 12/31/2023 |
IDU | 20,700 | $1,655 | 12/31/2023 |
Derbend Asset Management | 20,614 | $1,648 | 12/31/2023 |
IDU | 20,614 | $1,648 | 12/31/2023 |
Stephens Inc. AR | 20,218 | $1,616 | 12/31/2023 |
IDU | 20,218 | $1,616 | 12/31/2023 |
Essex LLC | 19,752 | $1,579 | 12/31/2023 |
IDU | 19,752 | $1,579 | 12/31/2023 |
Atria Wealth Solutions Inc. | 19,298 | $1,542 | 12/31/2023 |
IDU | 19,298 | $1,542 | 12/31/2023 |
Everett Harris & Co. CA | 19,010 | $1,519 | 12/31/2023 |
IDU | 19,010 | $1,519 | 12/31/2023 |
GWM Advisors LLC | 18,576 | $1,485 | 12/31/2023 |
IDU | 18,576 | $1,485 | 12/31/2023 |
Advisors Management Group Inc. ADV | 17,917 | $1,432 | 12/31/2023 |
IDU | 17,917 | $1,432 | 12/31/2023 |
Johnson Investment Counsel Inc. | 17,591 | $1,406 | 12/31/2023 |
IDU | 17,591 | $1,406 | 12/31/2023 |
Lincoln National Corp | 17,350 | $1,387 | 12/31/2023 |
IDU | 17,350 | $1,387 | 12/31/2023 |
Great Lakes Advisors LLC | 15,598 | $1,247 | 12/31/2023 |
IDU | 15,598 | $1,247 | 12/31/2023 |
Holderness Investments Co. | 13,730 | $1,097 | 12/31/2023 |
IDU | 13,730 | $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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