% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for IDE in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 642,649642,649 | $8M | — | TRIM -7% |
| 2 | Z3 Capital Partners, LLC | 325,475325,475 | $4M | — | ADD 13% |
| 3 | Invesco Ltd. | 317,571317,571 | $4M | — | TRIM -5% |
| 4 | ROYAL BANK OF CANADA | 300,565300,565 | $4M | — | — |
| 5 | GUGGENHEIM CAPITAL LLC | 139,542139,542 | $2M | — | TRIM -28% |
| 6 | WELLS FARGO & COMPANY/MN | 121,187121,187 | $2M | — | ADD 41% |
| 7 | OPPENHEIMER & CO INC | 115,218115,218 | $1M | — | ADD 9% |
| 8 | LPL Financial LLC | 108,303108,303 | $1M | — | ADD 20% |
| 9 | Live Oak Private Wealth LLC | 84,16984,169 | $1M | — | — |
| 10 | Compound Planning, Inc. | 82,18382,183 | $1M | — | ADD 237% |
| 11 | UBS Group AG | 79,27979,279 | $989,402 | — | ADD 7% |
| 12 | &PARTNERS | 49,84649,846 | $622,081 | — | ADD 11% |
| 13 | Alessandra Capital Management, LLC | 49,52449,524 | $618,059 | — | ADD 8% |
| 14 | OSAIC HOLDINGS, INC. | 44,42544,425 | $554,448 | — | TRIM -9% |
| 15 | RAYMOND JAMES FINANCIAL INC | 35,93135,931 | $448,416 | — | — |
| 16 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35,75435,754 | $446,204 | — | ADD 10% |
| 17 | Cambridge Investment Research Advisors, Inc. | 29,46329,463 | $368,000 | — | TRIM -55% |
| 18 | C2C Wealth Management, LLC | 26,23226,232 | $327,375 | — | ADD 36% |
| 19 | UHLMANN PRICE SECURITIES, LLC | 25,62725,627 | $319,826 | — | ADD 2% |
| 20 | NWF Advisory Services Inc. | 23,90023,900 | $298,272 | — | TRIM -15% |
| 21 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 23,65023,650 | $297,517 | — | — |
| 22 | Kovack Advisors, Inc. | 22,73122,731 | $285,266 | — | ADD 48% |
| 23 | WOLVERINE ASSET MANAGEMENT LLC | 22,10722,107 | $275,895 | — | TRIM -9% |
| 24 | Kestra Advisory Services, LLC | 21,19321,193 | $264,489 | — | NEW |
| 25 | Cyndeo Wealth Partners, LLC | 20,32320,323 | $253,631 | — | — |
| 26 | BANK OF AMERICA CORP /DE/ | 19,01819,018 | $237,345 | — | TRIM -5% |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 16,77116,771 | $209,310 | — | — |
| 28 | Garden State Investment Advisory Services LLC | 12,80012,800 | $159,744 | — | NEW |
| 29 | XTX Topco Ltd | 11,95511,955 | $149,198 | — | NEW |
| 30 | Cetera Investment Advisers | 10,22910,229 | $127,658 | — | NEW |
| 31 | Farther Finance Advisors, LLC | 4,2534,253 | $53,496 | — | TRIM -91% |
| 32 | FIFTH THIRD BANCORP | 4,0004,000 | $49,920 | — | NEW |
| 33 | Greykasell Wealth Strategies, Inc. | 1,2501,250 | $15,600 | — | — |
| 34 | Steward Partners Investment Advisory, LLC | 1,1371,137 | $14,190 | — | — |
| 35 | Arax Advisory Partners | 1,0001,000 | $12,480 | — | — |
| 36 | ASSETMARK, INC | 852852 | $10,633 | — | — |
| 37 | West Branch Capital LLC | 523523 | $6,529 | — | ADD 2% |
| 38 | Rockefeller Capital Management L.P. | 2929 | $362 | — | NEW |
| 39 | WHITTIER TRUST CO OF NEVADA INC | 2222 | $276 | — | NEW |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 835K | 910K | 914K | 857K | 693K | 643K | $8M |
| Z3 Capital Partners, LLC | — | — | — | — | 287K | 325K | $4M |
| Invesco Ltd. | 314K | 312K | 314K | 294K | 335K | 318K | $4M |
| ROYAL BANK OF CANADA | 105K | 172K | 469K | 259K | 298K | 301K | $4M |
| GUGGENHEIM CAPITAL LLC | 167K | 230K | 270K | 245K | 193K | 140K | $2M |
| WELLS FARGO & COMPANY/MN | 97K | 115K | 118K | 114K | 86K | 121K | $2M |
| OPPENHEIMER & CO INC | 46K | 50K | 69K | 84K | 106K | 115K | $1M |
| LPL Financial LLC | 88K | 85K | 90K | 87K | 90K | 108K | $1M |
| Live Oak Private Wealth LLC | 74K | 84K | 84K | 84K | 84K | 84K | $1M |
| Compound Planning, Inc. | — | — | — | — | 24K | 82K | $1M |
| UBS Group AG | 73K | 61K | 74K | 77K | 74K | 79K | $989,402 |
| &PARTNERS | — | — | — | — | 45K | 50K | $622,081 |
| Alessandra Capital Management, LLC | — | — | — | — | 46K | 50K | $618,059 |
| OSAIC HOLDINGS, INC. | 49K | 49K | 51K | 50K | 49K | 44K | $554,448 |
| RAYMOND JAMES FINANCIAL INC | 229K | 266K | 278K | 36K | 35K | 36K | $448,416 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Compound Planning, Inc. | +57,770 | $720,970 | ADD |
| Z3 Capital Partners, LLC | +38,274 | $477,660 | ADD |
| WELLS FARGO & COMPANY/MN | +35,410 | $441,917 | ADD |
| Kestra Advisory Services, LLC | +21,193 | $264,489 | OPEN |
| LPL Financial LLC | +18,381 | $229,395 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | −53,100 | $662,688 | TRIM |
| MORGAN STANLEY | −49,952 | $623,401 | TRIM |
| Farther Finance Advisors, LLC | −42,918 | $535,617 | TRIM |
| Cambridge Investment Research Advisors, Inc. | −35,748 | $446,135 | TRIM |
| NewEdge Advisors, LLC | −24,766 | $309,080 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 39 | 2,830,686 | — | $35M |
| 2025-Q4 | 37 | 2,817,881 | — | $35M |
| 2025-Q3 | 32 | 2,612,801 | — | $32M |
| 2025-Q2 | 32 | 3,198,884 | — | $37M |
| 2025-Q1 | 34 | 2,987,306 | — | $32M |
| 2024-Q4 | 35 | 2,869,234 | — | $29M |
| 2024-Q3 | 36 | 3,303,166 | — | $58M |
| 2024-Q2 | 39 | 3,842,136 | — | $39M |
| 2024-Q1 | 50 | 5,960,277 | — | $68M |
| 2023-Q4 | 47 | 5,050,412 | — | $51M |
| 2023-Q3 | 48 | 4,189,079 | — | $39M |
| 2023-Q2 | 45 | 3,788,870 | — | $37M |
| 2023-Q1 | 43 | 3,281,139 | — | $32M |
| 2022-Q4 | 46 | 2,924,449 | — | $27M |
| 2022-Q3 | 37 | 2,437,683 | — | $22M |
| 2022-Q2 | 43 | 2,380,402 | — | $23M |
| 2022-Q1 | 42 | 2,145,148 | — | $25M |
| 2021-Q4 | 41 | 2,025,786 | — | $24M |
| 2021-Q3 | 31 | 1,893,847 | — | $24M |
| 2021-Q2 | 32 | 2,001,927 | — | $26M |
| 2021-Q1 | 39 | 4,149,573 | — | $51M |
| 2020-Q4 | 45 | 4,919,771 | — | $51M |
| 2020-Q3 | 42 | 4,936,388 | — | $47M |
| 2020-Q2 | 45 | 5,028,584 | — | $45M |
| 2020-Q1 | 46 | 7,398,371 | — | $35M |
| 2019-Q4 | 49 | 4,753,291 | — | $55M |
| 2019-Q3 | 37 | 3,339,812 | — | $38M |
| 2019-Q2 | 37 | 3,257,407 | — | $41M |
| 2019-Q1 | 39 | 3,007,493 | — | $38M |
| 2018-Q4 | 41 | 3,105,518 | — | $34M |
| 2018-Q3 | 30 | 2,601,069 | — | $41M |
| 2018-Q2 | 34 | 2,740,181 | — | $43M |
| 2018-Q1 | 34 | 2,966,022 | — | $45M |
| 2017-Q4 | 30 | 2,809,618 | — | $47M |
| 2017-Q3 | 26 | 2,886,576 | — | $47M |
| 2017-Q2 | 25 | 2,709,802 | — | $42M |
| 2017-Q1 | 23 | 3,189,851 | — | $48M |
| 2016-Q4 | 28 | 3,936,110 | — | $51M |
| 2016-Q3 | 28 | 4,104,410 | — | $55M |
| 2016-Q2 | 34 | 4,791,848 | — | $59M |
| 2016-Q1 | 38 | 5,185,797 | — | $65M |
| 2015-Q4 | 37 | 5,606,369 | — | $69M |
| 2015-Q3 | 31 | 5,047,045 | — | $62M |
| 2015-Q2 | 29 | 4,204,704 | — | $61M |
| 2015-Q1 | 26 | 3,465,323 | — | $53M |
| 2014-Q4 | 25 | 3,185,861 | — | $50M |
| 2014-Q3 | 22 | 3,045,663 | — | $52M |
| 2014-Q2 | 25 | 3,238,636 | — | $60M |
