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Funds Holding IAI

On this page, we present all of the funds holding IAI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IAI, with a link to that fund's top holdings. The next columns indicate the amount of IAI stock held by each of the funds holding IAI, followed by the IAI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 82 funds holding IAI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Fisher Asset Management LLC. For more details on the positions held by Fisher Asset Management LLC (or by any of the other funds holding IAI), click the fund name in the "Holder" column of the funds-holding-IAI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Fisher Asset Management LLC870,158$94,438 12/31/2023
     IAI870,158$94,438 12/31/2023
Meitav Dash Investments Ltd.483,524$52,477 12/31/2023
     IAI483,524$52,477 12/31/2023
Gradient Investments LLC303,780$35,242 03/31/2024
     IAI303,780$35,242 03/31/2024
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD229,976$24,939 12/31/2023
     IAI229,976$24,939 12/31/2023
Morgan Stanley174,175$18,903 12/31/2023
     IAI174,175$18,903 12/31/2023
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD83,208$9,023 12/31/2023
     IAI83,208$9,023 12/31/2023
WESPAC Advisors SoCal LLC67,070$7,781 03/31/2024
     IAI67,070$7,781 03/31/2024
Cavalier Investments LLC63,531$6,895 12/31/2023
     IAI63,531$6,895 12/31/2023
Envestnet Asset Management Inc.53,194$5,773 12/31/2023
     IAI53,194$5,773 12/31/2023
Wells Fargo & Company MN53,051$5,758 12/31/2023
     IAI53,051$5,758 12/31/2023
UBS Group AG49,206$5,340 12/31/2023
     IAI49,206$5,340 12/31/2023
SFI Advisors LLC47,284$5,132 12/31/2023
     IAI47,284$5,132 12/31/2023
Truist Financial Corp41,428$4,496 12/31/2023
     IAI41,428$4,496 12/31/2023
LPL Financial LLC39,020$4,235 12/31/2023
     IAI39,020$4,235 12/31/2023
Main Management LLC34,600$3,755 12/31/2023
     IAI34,600$3,755 12/31/2023
McGuire Investment Group LLC34,422$3,736 12/31/2023
     IAI34,422$3,736 12/31/2023
Bank of America Corp DE28,423$3,085 12/31/2023
     IAI28,423$3,085 12/31/2023
Yahav Achim Ve Achayot Provident Funds Management Co Ltd.28,209$3,059 12/31/2023
     IAI28,209$3,059 12/31/2023
Cottonwood Capital Advisors LLC27,331$2,966 12/31/2023
     IAI27,331$2,966 12/31/2023
Steward Partners Investment Advisory LLC22,147$2,404 12/31/2023
     IAI22,147$2,404 12/31/2023
Susquehanna International Group LLP $2,160 12/31/2023
     Call23,800$2,583 12/31/2023
     Put3,900$423 12/31/2023
Clark Capital Management Group Inc.16,265$1,765 12/31/2023
     IAI16,265$1,765 12/31/2023
Great Diamond Partners LLC16,097$1,747 12/31/2023
     IAI16,097$1,747 12/31/2023
Royal Bank of Canada13,998$1,518 12/31/2023
     IAI13,998$1,518 12/31/2023
Q3 Asset Management14,008$1,514 12/31/2023
     IAI14,008$1,514 12/31/2023
Stifel Financial Corp12,756$1,384 12/31/2023
     IAI12,756$1,384 12/31/2023
Flow Traders U.S. LLC11,538$1,252 12/31/2023
     IAI11,538$1,252 12/31/2023
Kingsview Wealth Management LLC11,385$1,236 12/31/2023
     IAI11,385$1,236 12/31/2023
Citadel Advisors LLC $1,154 12/31/2023
     IAI12,237$1,328 12/31/2023
     Put2,100$228 12/31/2023
     Call500$54 12/31/2023
MML Investors Services LLC9,760$1,059 12/31/2023
     IAI9,760$1,059 12/31/2023
Cetera Advisor Networks LLC8,858$961 12/31/2023
     IAI8,858$961 12/31/2023
Advisor Group Holdings Inc.8,615$935 12/31/2023
     IAI8,615$935 12/31/2023
Synovus Financial Corp7,642$830 12/31/2023
     IAI7,642$830 12/31/2023
GTS Securities LLC7,440$807 12/31/2023
     IAI7,440$807 12/31/2023
SPC Financial Inc.7,126$773 12/31/2023
     IAI7,126$773 12/31/2023
Apeiron RIA LLC5,830$676 03/31/2024
     IAI5,830$676 03/31/2024
Commonwealth Equity Services LLC5,934$644 12/31/2023
     IAI5,934$644 12/31/2023
JPMorgan Chase & Co.5,243$569 12/31/2023
     IAI5,243$569 12/31/2023
CX Institutional4,701$545 03/31/2024
     IAI4,701$545 03/31/2024
Raymond James Financial Services Advisors Inc.4,570$530 03/31/2024
     IAI4,570$530 03/31/2024
Avitas Wealth Management LLC4,214$489 03/31/2024
     IAI4,214$489 03/31/2024
Menora Mivtachim Holdings LTD.3,500$380 12/31/2023
     IAI3,500$380 12/31/2023
CPR Investments Inc.3,001$348 03/31/2024
     IAI3,001$348 03/31/2024
Alpine Woods Capital Investors LLC3,000$326 12/31/2023
     IAI3,000$326 12/31/2023
Raymond James & Associates2,740$318 03/31/2024
     IAI2,740$318 03/31/2024
Centaurus Financial Inc.2,611$283 12/31/2023
     IAI2,611$283 12/31/2023
Summit Financial LLC2,383$276 03/31/2024
     IAI2,383$276 03/31/2024
Navis Wealth Advisors LLC2,500$271 12/31/2023
     IAI2,500$271 12/31/2023
Resolute Wealth Strategies LLC2,491$270 12/31/2023
     IAI2,491$270 12/31/2023
Ameriprise Financial Inc.2,456$267 12/31/2023
     IAI2,456$267 12/31/2023
Corbyn Investment Management Inc. MD2,173$236 12/31/2023
     IAI2,173$236 12/31/2023
IFG Advisory LLC2,179$236 12/31/2023
     IAI2,179$236 12/31/2023
North Star Investment Management Corp.1,645$179 12/31/2023
     IAI1,645$179 12/31/2023
FMR LLC1,562$170 12/31/2023
     IAI1,562$170 12/31/2023
Principal Securities Inc.1,139$124 12/31/2023
     IAI1,139$124 12/31/2023
Northwestern Mutual Wealth Management Co.742$81 12/31/2023
     IAI742$81 12/31/2023
Citigroup Inc.708$77 12/31/2023
     IAI708$77 12/31/2023
GWM Advisors LLC586$64 12/31/2023
     IAI586$64 12/31/2023
Balentine LLC443$48 12/31/2023
     IAI443$48 12/31/2023
Caitlin John LLC443$48 12/31/2023
     IAI443$48 12/31/2023
Resurgent Financial Advisors LLC412$45 12/31/2023
     IAI412$45 12/31/2023
Global Retirement Partners LLC274$32 03/31/2024
     IAI274$32 03/31/2024
IFP Advisors Inc297$32 12/31/2023
     IAI297$32 12/31/2023
Founders Financial Alliance LLC280$30 12/31/2023
     IAI280$30 12/31/2023
Sunbelt Securities Inc.251$29 03/31/2024
     IAI251$29 03/31/2024
US Bancorp DE232$25 12/31/2023
     IAI232$25 12/31/2023
Tucker Asset Management LLC191$21 12/31/2023
     IAI191$21 12/31/2023
Cornerstone Planning Group LLC151$16 12/31/2023
     IAI151$16 12/31/2023
Tower Research Capital LLC TRC 140$15 12/31/2023
     IAI140$15 12/31/2023
Game Plan Financial Advisors LLC100$12 03/31/2024
     IAI100$12 03/31/2024
Harbour Investments Inc.103$11 12/31/2023
     IAI103$11 12/31/2023
TD Waterhouse Canada Inc.100$11 12/31/2023
     IAI100$11 12/31/2023
Advisors Preferred LLC89$10 12/31/2023
     IAI89$10 12/31/2023
CWM LLC72$8 03/31/2024
     IAI72$8 03/31/2024
Advisory Services Network LLC72$8 12/31/2023
     IAI72$8 12/31/2023
Northwest Financial Advisors64$7 12/31/2023
     IAI64$7 12/31/2023
Comerica Bank43$5 12/31/2023
     IAI43$5 12/31/2023
Impact Partnership Wealth LLC50$5 12/31/2023
     IAI50$5 12/31/2023
Farther Finance Advisors LLC38$4 12/31/2023
     IAI38$4 12/31/2023
Bank of Montreal Can28$3 12/31/2023
     IAI28$3 12/31/2023
Assetmark Inc.24$3 12/31/2023
     IAI24$3 12/31/2023
Huntington National Bank2$0 12/31/2023
     IAI2$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     IAI0$0 12/31/2023

See Summary: Institutional Holders of IAI
See Details: Top 10 Hedge Funds Holding IAI
Also See: IAI Holdings Changes

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