IDGT — Institutional owners (13F)

104 filers · $342.9M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
BANK OF AMERICA CORP /DE/ $56,332,689 470,458 16.43% Shares
MML INVESTORS SERVICES, LLC $47,489,004 396,601 13.85% Shares
Aprio Wealth Management, LLC $26,107,168 218,032 7.61% Shares
Equitable Holdings, Inc. $13,474,342 112,530 3.93% Shares
MinichMacGregor Wealth Management, LLC $13,099,317 109,398 3.82% Shares
Prospera Financial Services Inc $12,516,367 104,530 3.65% Shares
Advisory Services Network, LLC $12,409,375 103,636 3.62% Shares
LPL Financial LLC $12,036,976 100,526 3.51% Shares
MERCER GLOBAL ADVISORS INC /ADV $10,956,912 91,506 3.20% Shares
ROYAL BANK OF CANADA $10,921,000 91,208 3.18% Shares
OSAIC HOLDINGS, INC. $10,253,800 85,633 2.99% Shares
Well Done, LLC $8,750,240 73,077 2.55% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $8,722,699 72,847 2.54% Shares
GOLDMAN SACHS GROUP INC $7,615,943 63,604 2.22% Shares
RAYMOND JAMES FINANCIAL INC $6,243,215 52,140 1.82% Shares
Cadent Capital Advisors, LLC $5,784,999 48,313 1.69% Shares
UBS Group AG $5,250,240 43,847 1.53% Shares
STIFEL FINANCIAL CORP $4,822,032 40,271 1.41% Shares
Cetera Investment Advisers $4,663,334 38,945 1.36% Shares
ENVESTNET ASSET MANAGEMENT INC $4,418,924 36,904 1.29% Shares
Long Run Wealth Advisors, LLC $3,890,343 45,769 1.13% Shares
JANE STREET GROUP, LLC $3,830,483 31,990 1.12% Shares
VestGen Advisors, LLC $3,539,993 29,564 1.03% Shares
CITADEL ADVISORS LLC $3,257,407 27,204 0.95% Shares
Wallace Hart LLC $3,245,792 27,107 0.95% Shares
Waverly Advisors, LLC $2,712,023 22,649 0.79% Shares
Tudor Financial Inc. $2,625,778 21,929 0.77% Shares
Arax Advisory Partners $2,344,629 19,581 0.68% Shares
MORGAN STANLEY $2,277,700 19,022 0.66% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,119,398 17,700 0.62% Call option
Apollon Wealth Management, LLC $2,106,482 17,592 0.61% Shares
JONES FINANCIAL COMPANIES LLLP $1,967,915 16,439 0.57% Shares
Wagner Wealth Management, Corp $1,949,008 16,277 0.57% Shares
Steward Partners Investment Advisory, LLC $1,883,973 15,734 0.55% Shares
LEE JOHNSON CAPITAL MANAGEMENT, LLC $1,540,335 12,864 0.45% Shares
Krilogy Financial LLC $1,413,531 11,805 0.41% Shares
Atria Investments, Inc $1,345,159 11,234 0.39% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,341,088 11,200 0.39% Put option
Tower Research Capital LLC (TRC) $1,264,335 10,559 0.37% Shares
HARMONY ASSET MANAGEMENT LLC $1,152,976 9,629 0.34% Shares
High Point Wealth Management, LLC $1,066,883 8,910 0.31% Shares
MUIRFIELD WEALTH ADVISORS LLC $1,022,570 8,540 0.30% Shares
Sanctuary Advisors, LLC $994,844 8,308 0.29% Shares
DAVENPORT & Co LLC $870,510 7,270 0.25% Shares
Integrated Wealth Concepts LLC $852,903 7,123 0.25% Shares
Nikulski Financial, Inc. $818,507 6,836 0.24% Shares
Haven Private, LLC $779,867 6,513 0.23% Shares
KKM Financial LLC $653,780 5,460 0.19% Shares
TRUIST FINANCIAL CORP $625,434 5,223 0.18% Shares
GREAT VALLEY ADVISOR GROUP, INC. $570,561 4,765 0.17% Shares
Kesler, Norman & Wride, LLC $494,184 4,127 0.14% Shares
Belvedere Trading LLC $419,928 3,507 0.12% Shares
Financial Partners Group, Inc $399,932 3,340 0.12% Shares
Bank of New York Mellon Corp $387,776 3,238 0.11% Shares
CAPTRUST FINANCIAL ADVISORS $360,298 3,009 0.11% Shares
Wealthspire Advisors, LLC $360,178 3,008 0.11% Shares
TD Waterhouse Canada Inc. $324,726 2,767 0.09% Shares
COMMONWEALTH EQUITY SERVICES, LLC $298,030 2,489 0.09% Shares
DecisionMap Wealth Management, LLC $291,837 2,437 0.09% Shares
Regal Investment Advisors LLC $274,805 2,295 0.08% Shares
Manchester Capital Management LLC $269,415 2,250 0.08% Shares
WELLS FARGO & COMPANY/MN $258,865 2,162 0.08% Shares
CITIGROUP INC $240,155 2,006 0.07% Shares
Western Wealth Management, LLC $233,285 1,948 0.07% Shares
FLAGSHIP HARBOR ADVISORS, LLC $226,342 1,890 0.07% Shares
Creative Planning $221,040 1,846 0.06% Shares
Parallel Advisors, LLC $215,532 1,800 0.06% Shares
Howard Capital Management Group, LLC $209,857 1,753 0.06% Shares
Sunbelt Securities, Inc. $182,770 1,869 0.05% Shares
FIFTH THIRD BANCORP $148,717 1,242 0.04% Shares
EP Wealth Advisors, LLC $146,682 1,225 0.04% Shares
Aptus Capital Advisors, LLC $134,827 1,126 0.04% Shares
Belvedere Trading LLC $119,740 1,000 0.03% Put option
CWM, LLC $111,383 1,139 0.03% Shares
Allworth Financial LP $83,818 700 0.02% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $78,979 673 0.02% Shares
Spire Wealth Management $76,634 640 0.02% Shares
FMR LLC $76,199 636 0.02% Shares
AMERIFLEX GROUP, INC. $58,074 485 0.02% Shares
Virginia Estate & Retirement Planning Advisors Inc. $36,627 475 0.01% Shares
Continuum Advisory, LLC $32,619 272 0.01% Shares
Estabrook Capital Management $31,731 265 0.01% Shares
Tidemark, LLC $28,738 240 0.01% Shares
Farther Finance Advisors, LLC $22,152 185 0.01% Shares
Provenance Wealth Advisors, LLC $20,116 168 0.01% Shares
Trask Adam Roland $19,558 200 0.01% Shares
PNC Financial Services Group, Inc. $13,890 116 0.00% Shares
Rockefeller Capital Management L.P. $13,770 115 0.00% Shares
MARK SHEPTOFF FINANCIAL PLANNING, LLC $13,291 111 0.00% Shares
LFA - Lugano Financial Advisors SA $9,579 80 0.00% Shares
REDMONT WEALTH ADVISORS LLC $6,375 75 0.00% Shares
Thrivent Financial for Lutherans $6,212 51,877 0.00% Shares
PRIVATE TRUST CO NA $5,508 46 0.00% Shares
Russell Investments Group, Ltd. $3,472 29 0.00% Shares
Virtu Financial LLC $2,029 16,942 0.00% Shares
Capital Investment Advisory Services, LLC $1,437 12 0.00% Shares
Cherry Tree Wealth Management, LLC $1,318 11 0.00% Shares
Archer Investment Corp $1,015 8 0.00% Shares
Janney Montgomery Scott LLC $582 4,857 0.00% Shares
Cambridge Investment Research Advisors, Inc. $393 3,284 0.00% Shares
HARBOUR INVESTMENTS, INC. $248 2 0.00% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $239 2 0.00% Shares
SIGNATUREFD, LLC $47 0 0.00% Shares
Capital Analysts, LLC $17 138 0.00% Shares