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Funds Holding IDE

On this page, we present all of the funds holding IDE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IDE, with a link to that fund's top holdings. The next columns indicate the amount of IDE stock held by each of the funds holding IDE, followed by the IDE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 48 funds holding IDE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Saba Capital Management L.P.. For more details on the positions held by Saba Capital Management L.P. (or by any of the other funds holding IDE), click the fund name in the "Holder" column of the funds-holding-IDE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Saba Capital Management L.P.1,159,110$11,800 12/31/2023
     IDE1,159,110$11,800 12/31/2023
Morgan Stanley596,017$6,067 12/31/2023
     IDE596,017$6,067 12/31/2023
City of London Investment Management Co. Ltd.410,218$4,176 12/31/2023
     IDE410,218$4,176 12/31/2023
Invesco Ltd.256,848$2,615 12/31/2023
     IDE256,848$2,615 12/31/2023
Sit Investment Associates Inc.189,657$1,931 12/31/2023
     IDE189,657$1,931 12/31/2023
Raymond James Financial Services Advisors Inc.156,445$1,646 03/31/2024
     IDE156,445$1,646 03/31/2024
Pathstone Holdings LLC139,714$1,422 12/31/2023
     IDE139,714$1,422 12/31/2023
Karpus Management Inc.122,850$1,251 12/31/2023
     IDE122,850$1,251 12/31/2023
Almitas Capital LLC107,662$1,096 12/31/2023
     IDE107,662$1,096 12/31/2023
PFG Investments LLC102,462$1,078 03/31/2024
     IDE102,462$1,078 03/31/2024
Wells Fargo & Company MN104,877$1,068 12/31/2023
     IDE104,877$1,068 12/31/2023
Consolidated Portfolio Review Corp103,283$1,051 12/31/2023
     IDE103,283$1,051 12/31/2023
LPL Financial LLC101,523$1,034 12/31/2023
     IDE101,523$1,034 12/31/2023
Royal Bank of Canada90,190$918 12/31/2023
     IDE90,190$918 12/31/2023
UBS Group AG85,244$868 12/31/2023
     IDE85,244$868 12/31/2023
Hennion & Walsh Asset Management Inc.81,759$860 03/31/2024
     IDE81,759$860 03/31/2024
CNH Partners LLC82,833$843 12/31/2023
     IDE82,833$843 12/31/2023
Live Oak Private Wealth LLC74,169$780 03/31/2024
     IDE74,169$780 03/31/2024
Kayne Anderson Capital Advisors LP58,300$593 12/31/2023
     IDE58,300$593 12/31/2023
Advisor Group Holdings Inc.55,426$564 12/31/2023
     IDE55,426$564 12/31/2023
GWM Advisors LLC56,110$558 12/31/2023
     IDE56,110$558 12/31/2023
Guggenheim Capital LLC45,294$461 12/31/2023
     IDE45,294$461 12/31/2023
Raymond James & Associates39,367$414 03/31/2024
     IDE39,367$414 03/31/2024
Commonwealth Equity Services LLC34,154$359 03/31/2024
     IDE34,154$359 03/31/2024
Atria Wealth Solutions Inc.33,700$350 12/31/2023
     IDE33,700$350 12/31/2023
CSS LLC IL32,888$335 12/31/2023
     IDE32,888$335 12/31/2023
Quantedge Capital Pte Ltd22,854$233 12/31/2023
     IDE22,854$233 12/31/2023
Oppenheimer & Co. Inc.22,600$230 12/31/2023
     IDE22,600$230 12/31/2023
International Assets Investment Management LLC22,000$224 03/31/2024
     IDE22,000$224 03/31/2024
Cyndeo Wealth Partners LLC20,593$217 03/31/2024
     IDE20,593$217 03/31/2024
Cambridge Investment Research Advisors Inc.19,877$209 03/31/2024
     IDE19,877$209 03/31/2024
National Asset Management Inc.20,119$209 12/31/2023
     IDE20,119$209 12/31/2023
C2C Wealth Management LLC19,232$202 03/31/2024
     IDE19,232$202 03/31/2024
Bay Colony Advisory Group Inc d b a Bay Colony Advisors17,863$182 12/31/2023
     IDE17,863$182 12/31/2023
Dakota Wealth Management16,375$172 03/31/2024
     IDE16,375$172 03/31/2024
Landscape Capital Management L.L.C.11,665$119 12/31/2023
     IDE11,665$119 12/31/2023
Blue Bell Private Wealth Management LLC11,114$117 03/31/2024
     IDE11,114$117 03/31/2024
Kovack Advisors Inc.10,451$110 03/31/2024
     IDE10,451$110 03/31/2024
Bank of America Corp DE6,735$69 12/31/2023
     IDE6,735$69 12/31/2023
Comerica Bank4,032$41 12/31/2023
     IDE4,032$41 12/31/2023
The PNC Financial Services Group Inc.3,880$39 12/31/2023
     IDE3,880$39 12/31/2023
Advisory Services Network LLC3,196$33 12/31/2023
     IDE3,196$33 12/31/2023
JPMorgan Chase & Co.1,731$18 12/31/2023
     IDE1,731$18 12/31/2023
Northwestern Mutual Wealth Management Co.1,703$17 12/31/2023
     IDE1,703$17 12/31/2023
Steward Partners Investment Advisory LLC1,137$12 12/31/2023
     IDE1,137$12 12/31/2023
Larson Financial Group LLC800$8 12/31/2023
     IDE800$8 12/31/2023
West Branch Capital LLC511$5 03/31/2024
     IDE511$5 03/31/2024
Proequities Inc.0$0 12/31/2023
     IDE0$0 12/31/2023
Farther Finance Advisors LLC36$0 12/31/2023
     IDE36$0 12/31/2023

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

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