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Disclosery

IDNA ISHARES TR

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ETF (fund)

66 managers (66 13F filers) reported a position in IDNA shares at 2026-06-30, 2,544,560 shares in all. 13 filers opened a position and 5 filers sold out during the quarter.

Managers
66
13F filers
66
New
13
Added
24
Reduced
13
Sold out
5
Shares held by filers
2,544,560

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
UBS Group AGin group UBS Group AG493,571$16.7M<0.01%+6,79913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/467,003$15.8M<0.01%+8,30613F-HRTimelineGroup
Wharton Business Group, LLC268,472$9.06M0.3%-1,51513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC114,932$3.88M<0.01%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC111,053$3.75M<0.01%-3,27813F-HRTimelineGroup
Portland Global Advisors LLC105,302$3.55M0.34%+1,16913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN95,351$3.22M<0.01%+70,49213F-HRTimelineGroup
Trek Financial, LLC90,940$3.07M0.15%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA88,543$2.99M<0.01%+36,69013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY81,337$2.75M<0.01%-12,87413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC75,462$2.55M<0.01%-1,14813F-HRTimelineGroup
LPL Financial LLC71,503$2.41M<0.01%-1,03913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC38,007$1.28M<0.01%+4,90813F-HRTimelineGroup
Avior Wealth Management, LLC37,305$1.26M0.03%+11,15113F-HRTimeline
Clearwater Capital Advisors, LLC32,894$1.11M0.08%-3,40213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC27,651$933K<0.01%-1713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP24,572$813K<0.01%+3,95613F-HRTimelineGroup
Steward Partners Investment Advisory, L…23,177$782K<0.01%-41613F-HRTimeline
Cambridge Investment Research Advisors,…23,022$777K<0.01%+1213F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,622$725K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,463$724K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,129$679K<0.01%+7,73813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,646$629K<0.01%+11,46413F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …17,680$597K0.03%-3,52813F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC16,800$567K<0.01%+70013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC16,353$552K<0.01%+6,71513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,778$533K<0.01%+4,62013F-HRTimelineGroup
Cetera Investment Advisers15,642$528K<0.01%+32113F-HRTimeline
FLOW TRADERS U.S. LLC12,693$428K0.02%new13F-HRTimeline
EP Wealth Advisors, LLC11,096$374K<0.01%new13F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC9,956$336K0.06%new13F-HRTimeline
Arkadios Wealth Advisors8,379$283K<0.01%new13F-HRTimeline
First Heartland Consultants, Inc.8,224$278K0.02%+2813F-HRTimeline
OneDigital Investment Advisors LLC7,867$265K<0.01%+3213F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.7,560$255K<0.01%013F-HRTimelineGroup
MATAURO, LLC7,447$251K0.03%+3013F-HRTimeline
Ally Invest Advisors Inc.6,852$231K0.01%-52413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,658$225K<0.01%new13F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP5,947$201K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,189$175K<0.01%+1,69913F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC2,192$74K0.05%new13F-HRTimeline
Integrated Wealth Concepts LLC2,170$73.3K<0.01%new13F-HRTimeline
Tidemark, LLC1,407$47.5K0.01%+1813F-HRTimeline
Triumph Capital Management910$30.7K0.01%-713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/897$30.2K<0.01%+61113F-HRTimelineGroup
Vision Retirement, LLC750$25.3K0.01%013F-HRTimeline
Pacific Center for Financial Services555$18.7K<0.01%+213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…550$18.6K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…500$16.9K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…300$10.1K<0.01%013F-HRTimeline
IFP Advisors, Inc291$9.82K<0.01%013F-HRTimeline
Rossby Financial, LCC291$9.82K<0.01%+23113F-HRTimeline
Murphy & Mullick Capital Management Corp275$9.28K0.01%013F-HRTimeline
Farther Finance Advisors, LLC257$8.67K<0.01%013F-HRTimeline
Archer Investment Corp248$8.37K<0.01%013F-HR/ATimeline
Parallel Advisors, LLC200$6.75K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.166$5.6K<0.01%+113F-HRTimeline
HHM Wealth Advisors, LLC135$4.56K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC94$3.16K<0.01%-8613F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC85$2.87K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC78$2.66K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC55$1.86K<0.01%013F-HRTimeline
Allworth Financial LP40$1.35K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC33$1.12K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd2$68<0.01%-29313F-HRTimeline
AlphaCore Capital LLC1$26<0.01%013F-HRTimeline