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Institutional Holders of IDHQ

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.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC993,344$28,400 12/31/2023
     IDHQ993,344$28,400 12/31/2023
Morgan Stanley946,099$27,049 12/31/2023
     IDHQ946,099$27,049 12/31/2023
Cedar Wealth Management LLC755,010$21,586 12/31/2023
     IDHQ755,010$21,586 12/31/2023
WCG Wealth Advisors LLC477,737$13,659 12/31/2023
     IDHQ477,737$13,659 12/31/2023
Raymond James & Associates197,772$6,066 03/31/2024
     IDHQ197,772$6,066 03/31/2024
Equitable Holdings Inc.206,065$5,891 12/31/2023
     IDHQ206,065$5,891 12/31/2023
Avantax Advisory Services Inc.163,847$4,684 12/31/2023
     IDHQ163,847$4,684 12/31/2023
Opes Wealth Management LLC150,011$4,289 12/31/2023
     IDHQ150,011$4,289 12/31/2023
Cornerstone Wealth Management LLC137,827$4,227 03/31/2024
     IDHQ137,827$4,227 03/31/2024
Advisor Group Holdings Inc.113,483$3,245 12/31/2023
     IDHQ113,483$3,245 12/31/2023
Merit Financial Group LLC80,515$2,302 12/31/2023
     IDHQ80,515$2,302 12/31/2023
Breakwater Capital Group67,365$2,066 03/31/2024
     IDHQ67,365$2,066 03/31/2024
Envestnet Asset Management Inc.61,082$1,746 12/31/2023
     IDHQ61,082$1,746 12/31/2023
MML Investors Services LLC60,918$1,742 12/31/2023
     IDHQ60,918$1,742 12/31/2023
Monticello Wealth Management LLC54,817$1,681 03/31/2024
     IDHQ54,817$1,681 03/31/2024
WT Wealth Management44,456$1,271 12/31/2023
     IDHQ44,456$1,271 12/31/2023
Truist Financial Corp39,062$1,117 12/31/2023
     IDHQ39,062$1,117 12/31/2023
Vertex Planning Partners LLC38,496$1,101 12/31/2023
     IDHQ38,496$1,101 12/31/2023
Cetera Advisor Networks LLC38,223$1,093 12/31/2023
     IDHQ38,223$1,093 12/31/2023
McKinley Carter Wealth Services Inc.33,116$1,016 03/31/2024
     IDHQ33,116$1,016 03/31/2024
Lincoln National Corp35,233$1,007 12/31/2023
     IDHQ35,233$1,007 12/31/2023
JPMorgan Chase & Co.29,388$840 12/31/2023
     IDHQ29,388$840 12/31/2023
Octavia Wealth Advisors LLC25,053$768 03/31/2024
     IDHQ25,053$768 03/31/2024
Creative Financial Designs Inc. ADV24,139$690 12/31/2023
     IDHQ24,139$690 12/31/2023
Raymond James Financial Services Advisors Inc.22,464$689 03/31/2024
     IDHQ22,464$689 03/31/2024
True Wealth Design LLC21,796$623 12/31/2023
     IDHQ21,796$623 12/31/2023
NorthStar Asset Management LLC NJ 17,895$512 12/31/2023
     IDHQ17,895$512 12/31/2023
CFS Investment Advisory Services LLC17,607$503 12/31/2023
     IDHQ17,607$503 12/31/2023
Financial Advocates Investment Management17,212$492 12/31/2023
     IDHQ17,212$492 12/31/2023
Private Advisor Group LLC16,751$479 12/31/2023
     IDHQ16,751$479 12/31/2023
Interactive Financial Advisors15,157$433 12/31/2023
     IDHQ15,157$433 12/31/2023
Flow Traders U.S. LLC12,817$366 12/31/2023
     IDHQ12,817$366 12/31/2023
Ullmann Financial Group Inc.11,025$315 12/31/2023
     IDHQ11,025$315 12/31/2023
Cambridge Investment Research Advisors Inc.10,223$314 03/31/2024
     IDHQ10,223$314 03/31/2024
Scharf Investments LLC9,836$302 03/31/2024
     IDHQ9,836$302 03/31/2024
Commonwealth Equity Services LLC10,542$301 12/31/2023
     IDHQ10,542$301 12/31/2023
Edge Financial Advisors LLC9,319$286 03/31/2024
     IDHQ9,319$286 03/31/2024
Delta Investment Management LLC9,496$271 12/31/2023
     IDHQ9,496$271 12/31/2023
Fifth Third Securities Inc.8,746$268 03/31/2024
     IDHQ8,746$268 03/31/2024
HighTower Advisors LLC8,818$252 12/31/2023
     IDHQ8,818$252 12/31/2023
Bank of America Corp DE8,630$247 12/31/2023
     IDHQ8,630$247 12/31/2023
Royal Bank of Canada8,076$231 12/31/2023
     IDHQ8,076$231 12/31/2023
Kestra Advisory Services LLC7,939$227 12/31/2023
     IDHQ7,939$227 12/31/2023
Stifel Financial Corp7,596$217 12/31/2023
     IDHQ7,596$217 12/31/2023
Sterling Financial Planning Inc.7,451$213 12/31/2023
     IDHQ7,451$213 12/31/2023
Capital Advisors Ltd. LLC3,096$95 03/31/2024
     IDHQ3,096$95 03/31/2024
Capital Investment Advisory Services LLC2,300$71 03/31/2024
     IDHQ2,300$71 03/31/2024
National Bank of Canada FI2,223$63 12/31/2023
     IDHQ2,223$63 12/31/2023
Principal Securities Inc.1,481$42 12/31/2023
     IDHQ1,481$42 12/31/2023
Allworth Financial LP950$29 03/31/2024
     IDHQ950$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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