WEALTH ENHANCEMENT ADVISORY SERVICES, LLC has opened a new $5.8M 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 12 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:
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added 175,847 shares (+inf%) to their portfolio in Q1 2026, for an estimated $5,753,713
- FARTHER FINANCE ADVISORS, LLC added 109,645 shares (+inf%) to their portfolio in Q1 2026, for an estimated $3,587,584
- CORECAP ADVISORS, LLC added 38,014 shares (+inf%) to their portfolio in Q1 2026, for an estimated $1,243,818
- RETIREMENT WEALTH SOLUTIONS LLC added 36,152 shares (+inf%) to their portfolio in Q1 2026, for an estimated $1,182,893
- FIRST HEARTLAND CONSULTANTS, INC. added 29,762 shares (+inf%) to their portfolio in Q1 2026, for an estimated $973,812
- CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. added 25,164 shares (+70.3%) to their portfolio in Q4 2025, for an estimated $775,277
- LPL FINANCIAL LLC added 23,668 shares (+inf%) to their portfolio in Q4 2025, for an estimated $729,187
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
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.
