Envestnet Portfolio Solutions, Inc. has opened a new $129.1M position in $IDEF, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $IDEF.
$IDEF Hedge Fund Activity
We have seen 84 institutional investors add shares of $IDEF stock to their portfolio, and 4 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ENVESTNET PORTFOLIO SOLUTIONS, INC. added 3,945,092 shares (+inf%) to their portfolio in Q1 2026, for an estimated $129,083,410
- JB CAPITAL LLC added 1,585,599 shares (+inf%) to their portfolio in Q1 2026, for an estimated $51,880,799
- COMMONWEALTH EQUITY SERVICES, LLC added 1,139,583 shares (+inf%) to their portfolio in Q1 2026, for an estimated $37,287,155
- TRUIST FINANCIAL CORP added 530,879 shares (+inf%) to their portfolio in Q1 2026, for an estimated $17,370,360
- SHARKEY, HOWES & JAVER added 311,318 shares (+inf%) to their portfolio in Q1 2026, for an estimated $10,186,324
- PAX FINANCIAL GROUP, LLC added 251,872 shares (+inf%) to their portfolio in Q1 2026, for an estimated $8,241,251
- SWMG, LLC added 201,930 shares (+inf%) to their portfolio in Q1 2026, for an estimated $6,607,149
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $IDEF ticker page for more data.
