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Funds Holding IAK

On this page, we present all of the funds holding IAK from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IAK, with a link to that fund's top holdings. The next columns indicate the amount of IAK stock held by each of the funds holding IAK, followed by the IAK position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 106 funds holding IAK within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding IAK), click the fund name in the "Holder" column of the funds-holding-IAK table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley388,355$38,884 12/31/2023
     IAK388,355$38,884 12/31/2023
MML Investors Services LLC205,695$20,595 12/31/2023
     IAK205,695$20,595 12/31/2023
SPC Financial Inc.187,574$18,781 12/31/2023
     IAK187,574$18,781 12/31/2023
Bank of America Corp DE184,263$18,449 12/31/2023
     IAK184,263$18,449 12/31/2023
Wells Fargo & Company MN176,639$17,686 12/31/2023
     IAK176,639$17,686 12/31/2023
Advisor Group Holdings Inc.162,987$16,319 12/31/2023
     IAK162,987$16,319 12/31/2023
Royal Bank of Canada145,726$14,591 12/31/2023
     IAK145,726$14,591 12/31/2023
Stifel Financial Corp134,142$13,432 12/31/2023
     IAK134,142$13,432 12/31/2023
Cambridge Investment Research Advisors Inc.97,837$11,485 03/31/2024
     IAK97,837$11,485 03/31/2024
MinichMacGregor Wealth Management LLC96,179$11,239 03/31/2024
     IAK96,179$11,239 03/31/2024
LPL Financial LLC95,875$9,599 12/31/2023
     IAK95,875$9,599 12/31/2023
Advisory Services Network LLC89,726$8,984 12/31/2023
     IAK89,726$8,984 12/31/2023
Goldman Sachs Group Inc.65,503$6,558 12/31/2023
     IAK65,503$6,558 12/31/2023
Legend Financial Advisors Inc.55,335$6,496 03/31/2024
     IAK55,335$6,496 03/31/2024
Raymond James Financial Services Advisors Inc.43,944$5,159 03/31/2024
     IAK43,944$5,159 03/31/2024
Cadent Capital Advisors LLC42,032$4,934 03/31/2024
     IAK42,032$4,934 03/31/2024
Well Done LLC39,981$4,693 03/31/2024
     IAK39,981$4,693 03/31/2024
UBS Group AG45,445$4,550 12/31/2023
     IAK45,445$4,550 12/31/2023
Fiduciary Planning LLC42,198$4,225 12/31/2023
     IAK42,198$4,225 12/31/2023
Founders Financial Securities LLC34,860$4,092 03/31/2024
     IAK34,860$4,092 03/31/2024
Lee Danner & Bass Inc.40,859$4,091 12/31/2023
     IAK40,859$4,091 12/31/2023
Martin & Co. Inc. TN39,190$3,924 12/31/2023
     IAK39,190$3,924 12/31/2023
Mariner LLC34,602$3,465 12/31/2023
     IAK34,602$3,465 12/31/2023
Chicago Wealth Management Inc.31,387$3,143 12/31/2023
     IAK31,387$3,143 12/31/2023
Prospera Financial Services Inc31,049$3,109 12/31/2023
     IAK31,049$3,109 12/31/2023
Susquehanna International Group LLP27,190$2,722 12/31/2023
     IAK27,190$2,722 12/31/2023
Envestnet Asset Management Inc.25,605$2,564 12/31/2023
     IAK25,605$2,564 12/31/2023
Raymond James & Associates20,324$2,386 03/31/2024
     IAK20,324$2,386 03/31/2024
Commonwealth Equity Services LLC23,177$2,321 12/31/2023
     IAK23,177$2,321 12/31/2023
SP Asset Management LLC19,988$2,001 12/31/2023
     IAK19,988$2,001 12/31/2023
Janney Montgomery Scott LLC19,611$1,964 12/31/2023
     IAK19,611$1,964 12/31/2023
Equitable Holdings Inc.18,670$1,869 12/31/2023
     IAK18,670$1,869 12/31/2023
TAP Consulting LLC15,390$1,807 03/31/2024
     IAK15,390$1,807 03/31/2024
Stonebridge Financial Planning Group LLC16,693$1,671 12/31/2023
     IAK16,693$1,671 12/31/2023
Primoris Wealth Advisors LLC15,700$1,572 12/31/2023
     IAK15,700$1,572 12/31/2023
Hills Bank & Trust Co15,438$1,546 12/31/2023
     IAK15,438$1,546 12/31/2023
J.W. Cole Advisors Inc.13,170$1,319 12/31/2023
     IAK13,170$1,319 12/31/2023
Smith Anglin Financial LLC10,913$1,281 03/31/2024
     IAK10,913$1,281 03/31/2024
Capital Advisory Group Advisory Services LLC10,756$1,263 03/31/2024
     IAK10,756$1,263 03/31/2024
Cottonwood Capital Advisors LLC10,703$1,181 03/31/2024
     IAK10,703$1,181 03/31/2024
Robinson Value Management Ltd.9,560$1,122 03/31/2024
     IAK9,560$1,122 03/31/2024
Atria Investments LLC10,161$1,017 12/31/2023
     IAK10,161$1,017 12/31/2023
Muirfield Wealth Advisors LLC8,134$955 03/31/2024
     IAK8,134$955 03/31/2024
Atria Wealth Solutions Inc.9,161$917 12/31/2023
     IAK9,161$917 12/31/2023
Leuthold Group LLC9,054$907 12/31/2023
     IAK9,054$907 12/31/2023
Genesee Capital Advisors LLC7,430$872 03/31/2024
     IAK7,430$872 03/31/2024
KKM Financial LLC8,713$872 12/31/2023
     IAK8,713$872 12/31/2023
Scotia Capital Inc.7,105$711 12/31/2023
     IAK7,105$711 12/31/2023
Apeiron RIA LLC5,819$683 03/31/2024
     IAK5,819$683 03/31/2024
Citizens Financial Group Inc RI6,500$651 12/31/2023
     IAK6,500$651 12/31/2023
Personal CFO Solutions LLC6,091$610 12/31/2023
     IAK6,091$610 12/31/2023
Steward Partners Investment Advisory LLC5,868$588 12/31/2023
     IAK5,868$588 12/31/2023
IFG Advisory LLC5,761$577 12/31/2023
     IAK5,761$577 12/31/2023
Private Advisor Group LLC5,547$555 12/31/2023
     IAK5,547$555 12/31/2023
DAVENPORT & Co LLC5,510$552 12/31/2023
     IAK5,510$552 12/31/2023
PFG Advisors5,437$544 12/31/2023
     IAK5,437$544 12/31/2023
Bank of Montreal Can5,297$531 12/31/2023
     IAK5,297$531 12/31/2023
Eagle Strategies LLC4,326$508 03/31/2024
     IAK4,326$508 03/31/2024
WESPAC Advisors SoCal LLC4,220$495 03/31/2024
     IAK4,220$495 03/31/2024
Sfmg LLC4,745$475 12/31/2023
     IAK4,745$475 12/31/2023
First Horizon Advisors Inc.3,955$464 03/31/2024
     IAK3,955$464 03/31/2024
Kestra Private Wealth Services LLC4,425$443 12/31/2023
     IAK4,425$443 12/31/2023
Retirement Planning Co of New England Inc.4,408$441 12/31/2023
     IAK4,408$441 12/31/2023
GSA Capital Partners LLP4,398$440 12/31/2023
     IAK4,398$440 12/31/2023
Stephens Inc. AR4,135$414 12/31/2023
     IAK4,135$414 12/31/2023
Kingswood Wealth Advisors LLC3,457$406 03/31/2024
     IAK3,457$406 03/31/2024
HighTower Advisors LLC4,007$401 12/31/2023
     IAK4,007$401 12/31/2023
Spire Wealth Management3,318$389 03/31/2024
     IAK3,318$389 03/31/2024
Bank Hapoalim BM3,807$381 12/31/2023
     IAK3,807$381 12/31/2023
Cardiff Park Advisors LLC3,500$350 12/31/2023
     IAK3,500$350 12/31/2023
Brookstone Capital Management2,876$338 03/31/2024
     IAK2,876$338 03/31/2024
Citadel Advisors LLC3,282$329 12/31/2023
     IAK3,282$329 12/31/2023
AlphaCore Capital LLC3,158$316 12/31/2023
     IAK3,158$316 12/31/2023
TFB Advisors LLC2,997$300 12/31/2023
     IAK2,997$300 12/31/2023
Ferguson Wellman Capital Management Inc.2,360$277 03/31/2024
     IAK2,360$277 03/31/2024
Commonwealth Retirement Investments LLC2,302$230 12/31/2023
     IAK2,302$230 12/31/2023
Perigon Wealth Management LLC2,205$221 12/31/2023
     IAK2,205$221 12/31/2023
Raymond James Trust N.A.1,718$202 03/31/2024
     IAK1,718$202 03/31/2024
Cetera Advisors LLC1,999$200 12/31/2023
     IAK1,999$200 12/31/2023
Private Trust Co. NA1,646$193 03/31/2024
     IAK1,646$193 03/31/2024
US Bancorp DE1,800$180 12/31/2023
     IAK1,800$180 12/31/2023
Centaurus Financial Inc.1,655$166 12/31/2023
     IAK1,655$166 12/31/2023
Qube Research & Technologies Ltd1,608$161 12/31/2023
     IAK1,608$161 12/31/2023
Comerica Bank1,407$141 12/31/2023
     IAK1,407$141 12/31/2023
FMR LLC1,339$134 12/31/2023
     IAK1,339$134 12/31/2023
Larson Financial Group LLC1,269$127 12/31/2023
     IAK1,269$127 12/31/2023
Sunbelt Securities Inc.799$94 03/31/2024
     IAK799$94 03/31/2024
Geneos Wealth Management Inc.934$94 12/31/2023
     IAK934$94 12/31/2023
GWM Advisors LLC770$77 12/31/2023
     IAK770$77 12/31/2023
Capital Analysts LLC648$65 12/31/2023
     IAK648$65 12/31/2023
Y.D. More Investments Ltd630$63 12/31/2023
     IAK630$63 12/31/2023
Montag A & Associates Inc.444$44 12/31/2023
     IAK444$44 12/31/2023
WASHINGTON TRUST Co344$40 03/31/2024
     IAK344$40 03/31/2024
Tortoise Investment Management LLC314$34 12/31/2023
     IAK314$34 12/31/2023
Global Retirement Partners LLC259$30 03/31/2024
     IAK259$30 03/31/2024
Coastal Investment Advisors Inc.191$22 03/31/2024
     IAK191$22 03/31/2024
Northwestern Mutual Wealth Management Co.217$22 12/31/2023
     IAK217$22 12/31/2023
JPMorgan Chase & Co.123$12 12/31/2023
     IAK123$12 12/31/2023
Tidemark LLC91$9 12/31/2023
     IAK91$9 12/31/2023
NBC Securities Inc.60$7 03/31/2024
     IAK60$7 03/31/2024
Penserra Capital Management LLC73$7 12/31/2023
     IAK73$7 12/31/2023
Aptus Capital Advisors LLC71$7 12/31/2023
     IAK71$7 12/31/2023
West Tower Group LLC47$5 12/31/2023
     IAK47$5 12/31/2023
Cutler Group LP $4 03/31/2024
     Call200$4 03/31/2024
Blair William & Co. IL22$2 12/31/2023
     IAK22$2 12/31/2023
Greenwood Gearhart Inc.12$1 12/31/2023
     IAK12$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     IAK0$0 12/31/2023

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

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