IDEV Institutional Ownership
Who owns IDEV and what the big funds did with it last quarter, from every SEC 13F filing. 744 funds reported holding IDEV at Jun 30, 2026.
- ▲395 buying vs 252 selling
- ▲Shares held by funds +2.7%
- ▲Funds holding +33
- ▼Superinvestors: 0 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 744 | 711 | +4.6% |
| In funds' top 10 | 88 | 85 | +3.5% |
| 13F shares | 294M | 287M | +2.7% |
| Held by funds | – | – | – |
| New positions | 81 | 94 | −13.8% |
| Increased | 314 | 281 | +11.7% |
| Reduced | 206 | 192 | +7.3% |
| Sold out | 46 | 30 | +53.3% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in IDEV
All superinvestors →Who owns IDEV
share of fund held shares- Index and passive funds9.5%
- Active managers and hedge funds50.5%
- Banks and brokers38.6%
- Pensions, insurers and other1.3%
The top 10 holders own 61.1% of all IDEV shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
321 funds changed their position- Axxcess Wealth Management, LLCSold out−1.3M sh
- Bank of FinlandTrimmed−1M sh
- Auto-Owners Insurance CoTrimmed−890K sh
- Financial Planning Navigators CORPNew+571K sh
- Acropolis Investment Management, LLCAdded+449K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Bank of America Corp /de/ | – | 51.8M | $4.6B | +2.2M |
| 2 | BlackRock, Inc. | – | 27.2M | $2.4B | +2.1M |
| 3 | Creative Planning | – | 18.8M | $1.7B | −339K |
| 4 | PNC Financial Services Group, Inc. | – | 18.7M | $1.7B | +2.1M |
| 5 | Morgan Stanley | – | 14.1M | $1.3B | +832K |
| 6 | Sei Investments Co | – | 13M | $1.2B | +547K |
| 7 | Ameriprise Financial Inc | – | 12.8M | $1.1B | −383K |
| 8 | Bank of Korea | – | 11.3M | $1B | −2.7M |
| 9 | Cerity Partners LLC | – | 6.4M | $568M | +917K |
| 10 | Envestnet Asset Management Inc | – | 5.7M | $510M | +37K |
- Bank of America Corp /de/+2.2M sh+$198M
- BlackRock, Inc.+2.1M sh+$190M
- PNC Financial Services Group, Inc.+2.1M sh+$189M
- Glenmede Trust Co NA+1.6M sh+$142M
- Jane Street Group, LLC+1.5M sh+$134M
- Axxcess Wealth Management, LLC+1.3M sh+$114M
- Cerity Partners LLC+917K sh+$81.6M
- Morgan Stanley+832K sh+$74.1M
- Bank of Korea−2.7M sh−$244M
- Clearstead Advisors, LLC−1.4M sh−$125M
- Citigroup Inc−564K sh−$50.2M
- Bessemer Group Inc−477K sh−$42.5M
- Horizon Investments, LLC−437K sh−$38.9M
- Ameriprise Financial Inc−383K sh−$34.4M
- Creative Planning−339K sh−$30.1M
- Northwestern Mutual Wealth Management Co−336K sh−$29.9M
IDEV institutional ownership FAQ
Who owns the most IDEV stock?
In Q2 2026 13F filings the largest holder of IDEV was Bank of America Corp /de/, followed by BlackRock, Inc. and Creative Planning. Index fund managers are usually the biggest holders of large companies.
What percentage of IDEV is owned by institutions?
744 funds reported holding 294M IDEV shares at Jun 30, 2026.
Are hedge funds buying IDEV?
In Q2 2026, 395 funds bought IDEV (81 of them new positions) and 252 sold (46 sold out completely). Among well known investors, 0 added and 1 cut. Our fund sentiment for IDEV is bullish.
What is IDEV's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this IDEV ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.
