Holdings Channel
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Funds Holding IBDR

On this page, we present all of the funds holding IBDR from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IBDR, with a link to that fund's top holdings. The next columns indicate the amount of IBDR stock held by each of the funds holding IBDR, followed by the IBDR position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 315 funds holding IBDR within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding IBDR), click the fund name in the "Holder" column of the funds-holding-IBDR table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE6,876,696$164,353 12/31/2023
     IBDR6,876,696$164,353 12/31/2023
Shufro Rose & Co. LLC3,084,409$71,975 12/31/2023
     IBDR3,084,409$71,975 12/31/2023
Morgan Stanley2,960,981$70,767 12/31/2023
     IBDR2,960,981$70,767 12/31/2023
Northwestern Mutual Wealth Management Co.2,218,626$53,025 12/31/2023
     IBDR2,218,626$53,025 12/31/2023
UBS Group AG2,084,157$49,811 12/31/2023
     IBDR2,084,157$49,811 12/31/2023
LPL Financial LLC1,751,297$41,856 12/31/2023
     IBDR1,751,297$41,856 12/31/2023
Capital Advisors Inc. OK1,733,737$41,436 12/31/2023
     IBDR1,733,737$41,436 12/31/2023
GWM Advisors LLC1,622,187$38,736 12/31/2023
     IBDR1,622,187$38,736 12/31/2023
Envestnet Asset Management Inc.1,557,132$37,215 12/31/2023
     IBDR1,557,132$37,215 12/31/2023
Mercer Global Advisors Inc. ADV1,544,680$36,918 12/31/2023
     IBDR1,544,680$36,918 12/31/2023
Ameriprise Financial Inc.1,410,270$33,268 12/31/2023
     IBDR1,410,270$33,268 12/31/2023
Raymond James Financial Services Advisors Inc.1,324,997$31,601 03/31/2024
     IBDR1,324,997$31,601 03/31/2024
Royal Bank of Canada1,317,364$31,485 12/31/2023
     IBDR1,317,364$31,485 12/31/2023
Stifel Financial Corp1,186,686$28,362 12/31/2023
     IBDR1,186,686$28,362 12/31/2023
Wells Fargo & Company MN1,135,315$27,134 12/31/2023
     IBDR1,135,315$27,134 12/31/2023
Klingman & Associates LLC999,849$23,896 12/31/2023
     IBDR999,849$23,896 12/31/2023
Sigma Investment Counselors Inc.1,001,495$23,886 03/31/2024
     IBDR1,001,495$23,886 03/31/2024
HighTower Advisors LLC937,846$22,412 12/31/2023
     IBDR937,846$22,412 12/31/2023
Kathmere Capital Management LLC927,909$22,131 03/31/2024
     IBDR927,909$22,131 03/31/2024
Sound View Wealth Advisors Group LLC898,634$21,477 12/31/2023
     IBDR898,634$21,477 12/31/2023
Granite Bay Wealth Management LLC913,500$21,448 12/31/2023
     IBDR913,500$21,448 12/31/2023
Woodmont Investment Counsel LLC896,473$21,381 03/31/2024
     IBDR896,473$21,381 03/31/2024
Truist Financial Corp858,301$20,513 12/31/2023
     IBDR858,301$20,513 12/31/2023
Summitry LLC858,179$20,510 12/31/2023
     IBDR858,179$20,510 12/31/2023
Confluence Investment Management LLC845,491$20,165 03/31/2024
     IBDR845,491$20,165 03/31/2024
US Bancorp DE759,943$18,163 12/31/2023
     IBDR759,943$18,163 12/31/2023
RVW Wealth LLC736,759$17,572 03/31/2024
     IBDR736,759$17,572 03/31/2024
Benjamin F. Edwards & Company Inc.700,699$16,746 12/31/2023
     IBDR700,699$16,746 12/31/2023
Capital Investment Advisors LLC665,451$15,871 03/31/2024
     IBDR665,451$15,871 03/31/2024
Raymond James & Associates639,548$15,253 03/31/2024
     IBDR639,548$15,253 03/31/2024
Keeler Thomas Management LLC628,383$15,018 12/31/2023
     IBDR628,383$15,018 12/31/2023
Summit Asset Management LLC577,124$13,793 12/31/2023
     IBDR577,124$13,793 12/31/2023
MV Capital Management Inc.569,770$13,589 03/31/2024
     IBDR569,770$13,589 03/31/2024
Buffington Mohr McNeal569,706$13,587 03/31/2024
     IBDR569,706$13,587 03/31/2024
Commonwealth Equity Services LLC537,830$12,857 12/31/2023
     IBDR537,830$12,857 12/31/2023
Venture Visionary Partners LLC537,913$12,856 12/31/2023
     IBDR537,913$12,856 12/31/2023
Lido Advisors LLC532,913$12,737 12/31/2023
     IBDR532,913$12,737 12/31/2023
Arrow Financial Corp522,913$12,498 12/31/2023
     IBDR522,913$12,498 12/31/2023
HM Payson & Co.517,959$12,379 12/31/2023
     IBDR517,959$12,379 12/31/2023
CWM LLC501,161$11,953 03/31/2024
     IBDR501,161$11,953 03/31/2024
Baltimore Washington Financial Advisors Inc.478,189$11,429 12/31/2023
     IBDR478,189$11,429 12/31/2023
Stratos Wealth Partners LTD.440,988$10,518 03/31/2024
     IBDR440,988$10,518 03/31/2024
Howland Capital Management LLC417,237$9,972 12/31/2023
     IBDR417,237$9,972 12/31/2023
WJ Wealth Management LLC416,352$9,930 03/31/2024
     IBDR416,352$9,930 03/31/2024
CENTRAL TRUST Co397,030$9,469 03/31/2024
     IBDR397,030$9,469 03/31/2024
Global Retirement Partners LLC387,194$9,235 03/31/2024
     IBDR387,194$9,235 03/31/2024
Gateway Advisory LLC383,183$9,158 12/31/2023
     IBDR383,183$9,158 12/31/2023
Windsor Capital Management LLC359,636$8,577 03/31/2024
     IBDR359,636$8,577 03/31/2024
Beacon Pointe Advisors LLC358,523$8,569 12/31/2023
     IBDR358,523$8,569 12/31/2023
Snowden Capital Advisors LLC352,955$8,436 12/31/2023
     IBDR352,955$8,436 12/31/2023
Advisor Group Holdings Inc.340,378$8,135 12/31/2023
     IBDR340,378$8,135 12/31/2023
Glenview Trust Co335,623$8,021 12/31/2023
     IBDR335,623$8,021 12/31/2023
Commonwealth Financial Services LLC331,759$7,929 12/31/2023
     IBDR331,759$7,929 12/31/2023
Hamel Associates Inc.315,364$7,521 03/31/2024
     IBDR315,364$7,521 03/31/2024
Kestra Advisory Services LLC311,255$7,439 12/31/2023
     IBDR311,255$7,439 12/31/2023
PFG Private Wealth Management LLC311,839$7,437 03/31/2024
     IBDR311,839$7,437 03/31/2024
Platte River Wealth Advisors LLC297,993$7,107 03/31/2024
     IBDR297,993$7,107 03/31/2024
Creative Planning296,725$7,092 12/31/2023
     IBDR296,725$7,092 12/31/2023
Atria Wealth Solutions Inc.285,192$6,816 12/31/2023
     IBDR285,192$6,816 12/31/2023
Strid Group LLC281,779$6,720 03/31/2024
     IBDR281,779$6,720 03/31/2024
MCF Advisors LLC272,144$6,491 03/31/2024
     IBDR272,144$6,491 03/31/2024
IFP Advisors Inc262,037$6,263 12/31/2023
     IBDR262,037$6,263 12/31/2023
Fulton Breakefield Broenniman LLC261,125$6,241 12/31/2023
     IBDR261,125$6,241 12/31/2023
Captrust Financial Advisors256,913$6,140 12/31/2023
     IBDR256,913$6,140 12/31/2023
Lyell Wealth Management LP252,273$6,029 12/31/2023
     IBDR252,273$6,029 12/31/2023
Peloton Wealth Strategists251,805$6,018 12/31/2023
     IBDR251,805$6,018 12/31/2023
FinTrust Capital Advisors LLC230,419$5,507 12/31/2023
     IBDR230,419$5,507 12/31/2023
Sandy Spring Bank227,690$5,442 12/31/2023
     IBDR227,690$5,442 12/31/2023
Signature Wealth Management Group224,158$5,304 03/31/2024
     IBDR224,158$5,304 03/31/2024
Allworth Financial LP216,019$5,152 03/31/2024
     IBDR216,019$5,152 03/31/2024
Janney Montgomery Scott LLC211,505$5,055 12/31/2023
     IBDR211,505$5,055 12/31/2023
Renaissance Technologies LLC200,200$4,785 12/31/2023
     IBDR200,200$4,785 12/31/2023
Praetorian Wealth Management Inc.197,666$4,714 03/31/2024
     IBDR197,666$4,714 03/31/2024
Northstar Group Inc.194,711$4,644 03/31/2024
     IBDR194,711$4,644 03/31/2024
Asset Dedication LLC185,767$4,404 03/31/2024
     IBDR185,767$4,404 03/31/2024
Iron Financial LLC182,318$4,348 03/31/2024
     IBDR182,318$4,348 03/31/2024
Ogorek Anthony Joseph NY ADV176,211$4,211 12/31/2023
     IBDR176,211$4,211 12/31/2023
Mariner LLC173,799$4,154 12/31/2023
     IBDR173,799$4,154 12/31/2023
Laurel Wealth Advisors LLC172,220$4,116 12/31/2023
     IBDR172,220$4,116 12/31/2023
Round Rock Advisors LLC171,627$4,093 03/31/2024
     IBDR171,627$4,093 03/31/2024
Houlihan Financial Resource Group Ltd.168,143$4,019 12/31/2023
     IBDR168,143$4,019 12/31/2023
Kesler Norman & Wride LLC163,484$3,899 03/31/2024
     IBDR163,484$3,899 03/31/2024
United Capital Financial Advisers LLC162,927$3,894 12/31/2023
     IBDR162,927$3,894 12/31/2023
Krilogy Financial LLC161,865$3,860 03/31/2024
     IBDR161,865$3,860 03/31/2024
Guidance Point Advisors LLC153,439$3,667 12/31/2023
     IBDR153,439$3,667 12/31/2023
Foundation Wealth Management LLC151,756$3,627 12/31/2023
     IBDR151,756$3,627 12/31/2023
Mesirow Financial Investment Management Inc.150,578$3,591 03/31/2024
     IBDR150,578$3,591 03/31/2024
InterOcean Capital Group LLC149,924$3,583 12/31/2023
     IBDR149,924$3,583 12/31/2023
Leo Wealth LLC145,388$3,475 12/31/2023
     IBDR145,388$3,475 12/31/2023
4Thought Financial Group Inc.143,789$3,429 03/31/2024
     IBDR143,789$3,429 03/31/2024
Spinnaker Trust141,726$3,387 12/31/2023
     IBDR141,726$3,387 12/31/2023
Cary Street Partners Investment Advisory LLC138,058$3,300 12/31/2023
     IBDR138,058$3,300 12/31/2023
Michael S. Ryan Inc.132,032$3,149 03/31/2024
     IBDR132,032$3,149 03/31/2024
Garrett Investment Advisors LLC129,311$3,084 03/31/2024
     IBDR129,311$3,084 03/31/2024
Leavell Investment Management Inc.129,007$3,077 03/31/2024
     IBDR129,007$3,077 03/31/2024
Atria Investments LLC127,063$3,037 12/31/2023
     IBDR127,063$3,037 12/31/2023
Virginia Wealth Management Group Inc.127,120$3,032 03/31/2024
     IBDR127,120$3,032 03/31/2024
Evergreen Private Wealth LLC123,771$2,952 03/31/2024
     IBDR123,771$2,952 03/31/2024
Sax Wealth Advisors LLC121,889$2,913 12/31/2023
     IBDR121,889$2,913 12/31/2023
EP Wealth Advisors LLC121,249$2,898 12/31/2023
     IBDR121,249$2,898 12/31/2023
Droms Strauss Advisors Inc. MO ADV115,369$2,757 12/31/2023
     IBDR115,369$2,757 12/31/2023
Wrapmanager Inc.112,908$2,699 12/31/2023
     IBDR112,908$2,699 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC112,300$2,684 12/31/2023
     IBDR112,300$2,684 12/31/2023
Associated Banc Corp102,878$2,459 12/31/2023
     IBDR102,878$2,459 12/31/2023
Precedent Wealth Partners LLC102,661$2,448 03/31/2024
     IBDR102,661$2,448 03/31/2024
Benjamin Edwards Inc.102,408$2,448 12/31/2023
     IBDR102,408$2,448 12/31/2023
Sonata Capital Group Inc.99,210$2,371 12/31/2023
     IBDR99,210$2,371 12/31/2023
LifePlan Financial LLC94,860$2,267 12/31/2023
     IBDR94,860$2,267 12/31/2023
Integrated Wealth Concepts LLC93,745$2,240 12/31/2023
     IBDR93,745$2,240 12/31/2023
JPMorgan Chase & Co.93,300$2,230 12/31/2023
     IBDR93,300$2,230 12/31/2023
Goldman Sachs Group Inc.89,611$2,142 12/31/2023
     IBDR89,611$2,142 12/31/2023
Sowell Financial Services LLC88,429$2,113 12/31/2023
     IBDR88,429$2,113 12/31/2023
Fortis Capital Management LLC88,339$2,111 12/31/2023
     IBDR88,339$2,111 12/31/2023
BKD Wealth Advisors LLC87,508$2,087 03/31/2024
     IBDR87,508$2,087 03/31/2024
MONECO Advisors LLC86,258$2,057 03/31/2024
     IBDR86,258$2,057 03/31/2024
Cambridge Investment Research Advisors Inc.85,422$2,037 03/31/2024
     IBDR85,422$2,037 03/31/2024
Scissortail Wealth Management LLC81,386$1,948 12/31/2023
     IBDR81,386$1,948 12/31/2023
Hallmark Capital Management Inc.80,491$1,924 12/31/2023
     IBDR80,491$1,924 12/31/2023
Sightline Wealth Advisors LLC80,018$1,908 03/31/2024
     IBDR80,018$1,908 03/31/2024
Parallel Advisors LLC79,743$1,906 12/31/2023
     IBDR79,743$1,906 12/31/2023
Moseley Investment Management Inc.79,075$1,886 03/31/2024
     IBDR79,075$1,886 03/31/2024
Foundry Financial Group Inc.77,747$1,858 12/31/2023
     IBDR77,747$1,858 12/31/2023
Centric Wealth Management76,772$1,829 12/31/2023
     IBDR76,772$1,829 12/31/2023
McGlone Suttner Wealth Management Inc.76,638$1,828 03/31/2024
     IBDR76,638$1,828 03/31/2024
Cary Street Partners Asset Management LLC75,875$1,813 12/31/2023
     IBDR75,875$1,813 12/31/2023
Madden Advisory Services Inc.75,310$1,800 12/31/2023
     IBDR75,310$1,800 12/31/2023
First Fiduciary Investment Counsel Inc.74,805$1,784 03/31/2024
     IBDR74,805$1,784 03/31/2024
Ironwood Financial llc72,760$1,735 03/31/2024
     IBDR72,760$1,735 03/31/2024
Paradigm Strategies in Wealth Management LLC72,472$1,732 12/31/2023
     IBDR72,472$1,732 12/31/2023
Probity Advisors Inc.72,026$1,721 12/31/2023
     IBDR72,026$1,721 12/31/2023
Hilltop Holdings Inc.71,909$1,719 12/31/2023
     IBDR71,909$1,719 12/31/2023
MML Investors Services LLC71,788$1,716 12/31/2023
     IBDR71,788$1,716 12/31/2023
Cornell Pochily Investment Advisors Inc.67,741$1,616 03/31/2024
     IBDR67,741$1,616 03/31/2024
Phillips Financial Management LLC67,439$1,608 03/31/2024
     IBDR67,439$1,608 03/31/2024
Evergreen Wealth Solutions LLC64,522$1,542 12/31/2023
     IBDR64,522$1,542 12/31/2023
First National Trust Co64,121$1,532 12/31/2023
     IBDR64,121$1,532 12/31/2023
AlTi Global Inc.63,400$1,515 12/31/2023
     IBDR63,400$1,515 12/31/2023
Coldstream Capital Management Inc.61,481$1,469 12/31/2023
     IBDR61,481$1,469 12/31/2023
AE Wealth Management LLC61,340$1,467 12/31/2023
     IBDR61,340$1,467 12/31/2023
Prime Capital Investment Advisors LLC60,507$1,446 12/31/2023
     IBDR60,507$1,446 12/31/2023
Segment Wealth Management LLC59,641$1,422 03/31/2024
     IBDR59,641$1,422 03/31/2024
Archford Capital Strategies LLC59,390$1,416 03/31/2024
     IBDR59,390$1,416 03/31/2024
Chesley Taft & Associates LLC57,514$1,372 03/31/2024
     IBDR57,514$1,372 03/31/2024
Stokes Family Office LLC56,425$1,349 12/31/2023
     IBDR56,425$1,349 12/31/2023
Crescent Grove Advisors LLC56,382$1,348 12/31/2023
     IBDR56,382$1,348 12/31/2023
Ritholtz Wealth Management56,334$1,344 03/31/2024
     IBDR56,334$1,344 03/31/2024
Private Advisor Group LLC55,764$1,333 12/31/2023
     IBDR55,764$1,333 12/31/2023
Wick Capital Partners LLC55,775$1,333 12/31/2023
     IBDR55,775$1,333 12/31/2023
Lincoln National Corp50,977$1,218 12/31/2023
     IBDR50,977$1,218 12/31/2023
Wealth Enhancement Advisory Services LLC50,476$1,204 03/31/2024
     IBDR50,476$1,204 03/31/2024
Cetera Investment Advisers48,722$1,164 12/31/2023
     IBDR48,722$1,164 12/31/2023
Harbor Advisory Corp MA47,760$1,141 12/31/2023
     IBDR47,760$1,141 12/31/2023
Neuberger Berman Group LLC47,750$1,141 12/31/2023
     IBDR47,750$1,141 12/31/2023
Redwood Financial Network Corp46,222$1,105 12/31/2023
     IBDR46,222$1,105 12/31/2023
Austin Private Wealth LLC45,518$1,082 03/31/2024
     IBDR45,518$1,082 03/31/2024
Johnson Bixby & Associates LLC43,086$1,028 03/31/2024
     IBDR43,086$1,028 03/31/2024
Baron Silver Stevens Financial Advisors LLC41,915$1,002 12/31/2023
     IBDR41,915$1,002 12/31/2023
Citadel Advisors LLC41,053$981 12/31/2023
     IBDR41,053$981 12/31/2023
Cetera Advisors LLC40,988$980 12/31/2023
     IBDR40,988$980 12/31/2023
Nwam LLC40,987$980 12/31/2023
     IBDR40,987$980 12/31/2023
4J Wealth Management LLC39,554$943 03/31/2024
     IBDR39,554$943 03/31/2024
Meitav Dash Investments Ltd.39,459$942 12/31/2023
     IBDR39,459$942 12/31/2023
Regions Financial Corp38,754$924 03/31/2024
     IBDR38,754$924 03/31/2024
Blue Square Asset Management LLC38,108$911 12/31/2023
     IBDR38,108$911 12/31/2023
Matthew Goff Investment Advisor LLC37,472$894 03/31/2024
     IBDR37,472$894 03/31/2024
Thrivent Financial for Lutherans37,328$892 12/31/2023
     IBDR37,328$892 12/31/2023
Element Wealth LLC37,233$890 12/31/2023
     IBDR37,233$890 12/31/2023
Cherry Tree Wealth Management LLC37,122$887 12/31/2023
     IBDR37,122$887 12/31/2023
Crew Capital Management Ltd.36,284$867 12/31/2023
     IBDR36,284$867 12/31/2023
Mendota Financial Group LLC36,190$863 03/31/2024
     IBDR36,190$863 03/31/2024
Exchange Capital Management Inc.35,878$856 03/31/2024
     IBDR35,878$856 03/31/2024
Tlwm35,687$851 03/31/2024
     IBDR35,687$851 03/31/2024
Horan Securities Inc.35,375$845 12/31/2023
     IBDR35,375$845 12/31/2023
Smith Moore & CO.35,077$838 12/31/2023
     IBDR35,077$838 12/31/2023
Timber Creek Capital Management LLC35,081$837 03/31/2024
     IBDR35,081$837 03/31/2024
Stonebrook Private Inc.33,817$808 12/31/2023
     IBDR33,817$808 12/31/2023
PFG Investments LLC33,320$795 03/31/2024
     IBDR33,320$795 03/31/2024
Conrad Siegel Investment Advisors Inc.32,360$772 03/31/2024
     IBDR32,360$772 03/31/2024
Comerica Bank32,009$765 12/31/2023
     IBDR32,009$765 12/31/2023
NovaPoint Capital LLC31,820$759 03/31/2024
     IBDR31,820$759 03/31/2024
Harris Associates L P31,655$757 12/31/2023
     IBDR31,655$757 12/31/2023
Consolidated Portfolio Review Corp31,685$757 12/31/2023
     IBDR31,685$757 12/31/2023
SageView Advisory Group LLC31,574$755 12/31/2023
     IBDR31,574$755 12/31/2023
First Interstate Bank30,673$733 12/31/2023
     IBDR30,673$733 12/31/2023
Harbor Investment Advisory LLC30,504$728 03/31/2024
     IBDR30,504$728 03/31/2024
Miracle Mile Advisors LLC29,659$707 03/31/2024
     IBDR29,659$707 03/31/2024
Day & Ennis LLC29,469$704 12/31/2023
     IBDR29,469$704 12/31/2023
Robinson Smith Wealth Advisors LLC29,122$695 03/31/2024
     IBDR29,122$695 03/31/2024
Stockman Wealth Management Inc.28,947$690 03/31/2024
     IBDR28,947$690 03/31/2024
Rockefeller Capital Management L.P.28,276$676 12/31/2023
     IBDR28,276$676 12/31/2023
Granite Harbor Advisors Inc.27,687$662 12/31/2023
     IBDR27,687$662 12/31/2023
Safeguard Financial LLC26,989$644 03/31/2024
     IBDR26,989$644 03/31/2024
Beacon Financial Group26,366$630 12/31/2023
     IBDR26,366$630 12/31/2023
Reliant Wealth Planning26,228$627 12/31/2023
     IBDR26,228$627 12/31/2023
Dorsey & Whitney Trust CO LLC26,000$621 12/31/2023
     IBDR26,000$621 12/31/2023
Kestra Private Wealth Services LLC25,929$620 12/31/2023
     IBDR25,929$620 12/31/2023
Gould Asset Management LLC CA25,650$613 12/31/2023
     IBDR25,650$613 12/31/2023
Atwater Malick LLC24,509$585 03/31/2024
     IBDR24,509$585 03/31/2024
Cornerstone Wealth Management LLC24,209$577 03/31/2024
     IBDR24,209$577 03/31/2024
Mutual Advisors LLC22,546$539 12/31/2023
     IBDR22,546$539 12/31/2023
Thoroughbred Financial Services LLC22,499$537 12/31/2023
     IBDR22,499$537 12/31/2023
Autumn Glory Partners LLC22,368$535 12/31/2023
     IBDR22,368$535 12/31/2023
GAMMA Investing LLC22,390$534 03/31/2024
     IBDR22,390$534 03/31/2024
Creekmur Asset Management LLC22,097$528 12/31/2023
     IBDR22,097$528 12/31/2023
CFS Investment Advisory Services LLC21,849$522 12/31/2023
     IBDR21,849$522 12/31/2023
Barrett & Company Inc.21,830$521 03/31/2024
     IBDR21,830$521 03/31/2024
Steele Capital Management Inc.20,990$501 03/31/2024
     IBDR20,990$501 03/31/2024
Spectrum Wealth Counsel LLC20,944$501 12/31/2023
     IBDR20,944$501 12/31/2023
Wealthsource Partners LLC20,755$496 12/31/2023
     IBDR20,755$496 12/31/2023
Monticello Wealth Management LLC20,679$493 03/31/2024
     IBDR20,679$493 03/31/2024
Robertson Stephens Wealth Management LLC20,548$491 12/31/2023
     IBDR20,548$491 12/31/2023
Dearborn Partners LLC20,522$490 12/31/2023
     IBDR20,522$490 12/31/2023
BCS Wealth Management20,102$479 03/31/2024
     IBDR20,102$479 03/31/2024
Lee Financial Co19,330$462 12/31/2023
     IBDR19,330$462 12/31/2023
Honkamp Krueger Financial Services Inc.19,031$455 12/31/2023
     IBDR19,031$455 12/31/2023
Barclays PLC18,632$445 12/31/2023
     IBDR18,632$445 12/31/2023
Savant Capital LLC18,118$433 12/31/2023
     IBDR18,118$433 12/31/2023
Pacitti Group Inc.17,813$426 12/31/2023
     IBDR17,813$426 12/31/2023
Newman Dignan & Sheerar Inc.17,662$422 12/31/2023
     IBDR17,662$422 12/31/2023
Willis Johnson & Associates Inc.17,140$409 03/31/2024
     IBDR17,140$409 03/31/2024
Delap Wealth Advisory LLC17,084$408 12/31/2023
     IBDR17,084$408 12/31/2023
Weaver Consulting Group16,922$404 03/31/2024
     IBDR16,922$404 03/31/2024
Montecito Bank & Trust16,751$400 03/31/2024
     IBDR16,751$400 03/31/2024
Murphy Middleton Hinkle & Parker Inc.16,555$395 03/31/2024
     IBDR16,555$395 03/31/2024
Brookstone Capital Management16,354$390 03/31/2024
     IBDR16,354$390 03/31/2024
Schmidt P J Investment Management Inc.15,766$377 12/31/2023
     IBDR15,766$377 12/31/2023
We Are One Seven LLC15,748$376 12/31/2023
     IBDR15,748$376 12/31/2023
Maryland Capital Advisors Inc.15,628$373 03/31/2024
     IBDR15,628$373 03/31/2024
PSI Advisors LLC15,610$372 03/31/2024
     IBDR15,610$372 03/31/2024
Prosperity Planning Inc.15,611$372 03/31/2024
     IBDR15,611$372 03/31/2024
MKT Advisors LLC15,486$366 03/31/2024
     IBDR15,486$366 03/31/2024
New England Private Wealth Advisors LLC15,300$366 12/31/2023
     IBDR15,300$366 12/31/2023
Duncker Streett & Co. Inc.15,186$362 03/31/2024
     IBDR15,186$362 03/31/2024
Cetera Advisor Networks LLC15,068$360 12/31/2023
     IBDR15,068$360 12/31/2023
Straight Path Wealth Management15,048$360 12/31/2023
     IBDR15,048$360 12/31/2023
Colony Group LLC14,977$358 12/31/2023
     IBDR14,977$358 12/31/2023
Raymond James Trust N.A.14,958$357 03/31/2024
     IBDR14,958$357 03/31/2024
Horizons Wealth Management14,666$351 03/31/2024
     IBDR14,666$351 03/31/2024
Godshalk Welsh Capital Management Inc.14,500$347 12/31/2023
     IBDR14,500$347 12/31/2023
Avantax Advisory Services Inc.14,368$343 12/31/2023
     IBDR14,368$343 12/31/2023
Roble Belko & Company Inc14,121$337 03/31/2024
     IBDR14,121$337 03/31/2024
UP Strategic Wealth Investment Advisors LLC14,054$336 12/31/2023
     IBDR14,054$336 12/31/2023
Kades & Cheifetz LLC14,004$335 12/31/2023
     IBDR14,004$335 12/31/2023
Yoder Wealth Management Inc.13,800$329 03/31/2024
     IBDR13,800$329 03/31/2024
Baird Financial Group Inc.13,682$327 12/31/2023
     IBDR13,682$327 12/31/2023
Sunbelt Securities Inc.13,142$313 03/31/2024
     IBDR13,142$313 03/31/2024
Perigon Wealth Management LLC12,748$305 12/31/2023
     IBDR12,748$305 12/31/2023
Cooper Haims Advisors LLC12,706$304 12/31/2023
     IBDR12,706$304 12/31/2023
American Money Management LLC12,695$303 12/31/2023
     IBDR12,695$303 12/31/2023
Bank of New York Mellon Corp11,963$286 12/31/2023
     IBDR11,963$286 12/31/2023
Adirondack Trust Co.11,892$283 03/31/2024
     IBDR11,892$283 03/31/2024
Klaas Financial Asset Advisors LLC11,557$276 03/31/2024
     IBDR11,557$276 03/31/2024
Valmark Advisers Inc.11,396$272 12/31/2023
     IBDR11,396$272 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC11,399$272 12/31/2023
     IBDR11,399$272 12/31/2023
Principal Securities Inc.11,345$271 12/31/2023
     IBDR11,345$271 12/31/2023
Anchor Capital Advisors LLC11,225$268 12/31/2023
     IBDR11,225$268 12/31/2023
International Assets Investment Management LLC11,225$266 03/31/2024
     IBDR11,225$266 03/31/2024
Cypress Wealth Services LLC10,923$261 03/31/2024
     IBDR10,923$261 03/31/2024
Highland Financial Advisors LLC10,575$253 12/31/2023
     IBDR10,575$253 12/31/2023
Patriot Investment Management Inc.10,494$250 03/31/2024
     IBDR10,494$250 03/31/2024
Treynor Bancshares Inc.10,458$250 12/31/2023
     IBDR10,458$250 12/31/2023
Adroit Compliance LLC10,033$240 12/31/2023
     IBDR10,033$240 12/31/2023
Transform Wealth LLC9,970$238 03/31/2024
     IBDR9,970$238 03/31/2024
Bank of New Hampshire9,755$233 03/31/2024
     IBDR9,755$233 03/31/2024
Gradient Capital Advisors LLC9,608$229 03/31/2024
     IBDR9,608$229 03/31/2024
Householder Group Estate & Retirement Specialist LLC9,536$227 12/31/2023
     IBDR9,536$227 12/31/2023
Wells Financial Advisors INC9,160$219 12/31/2023
     IBDR9,160$219 12/31/2023
Valley National Advisers Inc.9,173$218 03/31/2024
     IBDR9,173$218 03/31/2024
REDW Wealth LLC9,142$218 12/31/2023
     IBDR9,142$218 12/31/2023
Comprehensive Financial Consultants Institutional Inc.8,952$214 12/31/2023
     IBDR8,952$214 12/31/2023
Koshinski Asset Management Inc.8,528$204 12/31/2023
     IBDR8,528$204 12/31/2023
Black Swift Group LLC8,400$201 12/31/2023
     IBDR8,400$201 12/31/2023
Godsey & Gibb Associates7,965$190 03/31/2024
     IBDR7,965$190 03/31/2024
Arcadia Investment Management Corp MI7,500$179 03/31/2024
     IBDR7,500$179 03/31/2024
Stone House Investment Management LLC6,541$156 12/31/2023
     IBDR6,541$156 12/31/2023
Addison Advisors LLC6,260$150 12/31/2023
     IBDR6,260$150 12/31/2023
Bogart Wealth LLC5,572$133 03/31/2024
     IBDR5,572$133 03/31/2024
Advisory Services Network LLC5,236$125 12/31/2023
     IBDR5,236$125 12/31/2023
Koesten Hirschmann & Crabtree INC.5,110$122 12/31/2023
     IBDR5,110$122 12/31/2023
Private Trust Co. NA4,868$116 03/31/2024
     IBDR4,868$116 03/31/2024
Armstrong Advisory Group Inc.4,105$98 03/31/2024
     IBDR4,105$98 03/31/2024
Harbour Investments Inc.3,983$95 12/31/2023
     IBDR3,983$95 12/31/2023
HHM Wealth Advisors LLC3,775$90 12/31/2023
     IBDR3,775$90 12/31/2023
Pinnacle Bank3,425$82 03/31/2024
     IBDR3,425$82 03/31/2024
Trust Co3,144$75 03/31/2024
     IBDR3,144$75 03/31/2024
Bank of Montreal Can3,059$72 12/31/2023
     IBDR3,059$72 12/31/2023
First Horizon Advisors Inc.2,960$71 12/31/2023
     IBDR2,960$71 12/31/2023
Sachetta LLC2,700$65 12/31/2023
     IBDR2,700$65 12/31/2023
CVA Family Office LLC2,520$60 03/31/2024
     IBDR2,520$60 03/31/2024
AlphaCore Capital LLC2,500$60 12/31/2023
     IBDR2,500$60 12/31/2023
Princeton Global Asset Management LLC2,406$58 12/31/2023
     IBDR2,406$58 12/31/2023
Fifth Third Bancorp2,164$52 03/31/2024
     IBDR2,164$52 03/31/2024
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA2,000$47 03/31/2024
     IBDR2,000$47 03/31/2024
Stephens Consulting LLC1,631$39 03/31/2024
     IBDR1,631$39 03/31/2024
Spire Wealth Management1,400$33 03/31/2024
     IBDR1,400$33 03/31/2024
Robbins Farley LLC1,312$31 03/31/2024
     IBDR1,312$31 03/31/2024
Morris Financial Concepts Inc.1,086$26 03/31/2024
     IBDR1,086$26 03/31/2024
Ancora Advisors LLC1,050$25 12/31/2023
     IBDR1,050$25 12/31/2023
Grove Bank & Trust850$20 12/31/2023
     IBDR850$20 12/31/2023
Archer Investment Corp809$19 12/31/2023
     IBDR809$19 12/31/2023
Strategic Wealth Partners Group LLC759$18 12/31/2023
     IBDR759$18 12/31/2023
FMR LLC567$14 12/31/2023
     IBDR567$14 12/31/2023
Capital Analysts LLC485$12 12/31/2023
     IBDR485$12 12/31/2023
Steward Partners Investment Advisory LLC500$12 12/31/2023
     IBDR500$12 12/31/2023
The PNC Financial Services Group Inc.470$11 12/31/2023
     IBDR470$11 12/31/2023
Legacy Bridge LLC425$10 03/31/2024
     IBDR425$10 03/31/2024
Bartlett & Co. LLC402$10 12/31/2023
     IBDR402$10 12/31/2023
Bartlett & CO. Wealth Management LLC402$10 12/31/2023
     IBDR402$10 12/31/2023
Peoples Bank KS300$7 03/31/2024
     IBDR300$7 03/31/2024
BOK Financial Private Wealth Inc.297$7 12/31/2023
     IBDR297$7 12/31/2023
Penserra Capital Management LLC311$7 12/31/2023
     IBDR311$7 12/31/2023
BlackRock Inc.140$3 12/31/2023
     IBDR140$3 12/31/2023
Financial Gravity Asset Management Inc.126$3 12/31/2023
     IBDR126$3 12/31/2023
Huntington National Bank1$0 12/31/2023
     IBDR1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     IBDR0$0 12/31/2023
Citigroup Inc.8$0 12/31/2023
     IBDR8$0 12/31/2023

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

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