|
|
|
On this page, we present all of the funds holding IBDS from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IBDS, with a link to that fund's top holdings. The next columns
indicate the amount of IBDS stock held by each of the funds holding IBDS, followed by the IBDS position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 290 funds holding IBDS 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 IBDS), click the fund name in the "Holder" column of the funds-holding-IBDS table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Bank of America Corp DE | 6,177,978 | $147,839 | 12/31/2023 | IBDS | 6,177,978 | $147,839 | 12/31/2023 | Capital Advisors Inc. OK | 2,815,867 | $67,384 | 12/31/2023 | IBDS | 2,815,867 | $67,384 | 12/31/2023 | Morgan Stanley | 2,806,449 | $67,158 | 12/31/2023 | IBDS | 2,806,449 | $67,158 | 12/31/2023 | Capital Investment Advisors LLC | 1,875,074 | $44,627 | 03/31/2024 | IBDS | 1,875,074 | $44,627 | 03/31/2024 | Granite Bay Wealth Management LLC | 1,888,167 | $44,048 | 12/31/2023 | IBDS | 1,888,167 | $44,048 | 12/31/2023 | UBS Group AG | 1,839,761 | $44,025 | 12/31/2023 | IBDS | 1,839,761 | $44,025 | 12/31/2023 | Royal Bank of Canada | 1,768,959 | $42,331 | 12/31/2023 | IBDS | 1,768,959 | $42,331 | 12/31/2023 | Miracle Mile Advisors LLC | 1,583,616 | $37,690 | 03/31/2024 | IBDS | 1,583,616 | $37,690 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 1,557,054 | $37,058 | 03/31/2024 | IBDS | 1,557,054 | $37,058 | 03/31/2024 | Aptus Capital Advisors LLC | 1,488,100 | $35,610 | 12/31/2023 | IBDS | 1,488,100 | $35,610 | 12/31/2023 | Envestnet Asset Management Inc. | 1,487,327 | $35,592 | 12/31/2023 | IBDS | 1,487,327 | $35,592 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 1,462,216 | $34,991 | 12/31/2023 | IBDS | 1,462,216 | $34,991 | 12/31/2023 | Ameriprise Financial Inc. | 1,329,266 | $31,658 | 12/31/2023 | IBDS | 1,329,266 | $31,658 | 12/31/2023 | GWM Advisors LLC | 1,206,467 | $28,803 | 12/31/2023 | IBDS | 1,206,467 | $28,803 | 12/31/2023 | LPL Financial LLC | 1,194,753 | $28,590 | 12/31/2023 | IBDS | 1,194,753 | $28,590 | 12/31/2023 | Woodmont Investment Counsel LLC | 1,155,599 | $27,503 | 03/31/2024 | IBDS | 1,155,599 | $27,503 | 03/31/2024 | Klingman & Associates LLC | 1,087,895 | $26,033 | 12/31/2023 | IBDS | 1,087,895 | $26,033 | 12/31/2023 | Wells Fargo & Company MN | 1,044,434 | $24,993 | 12/31/2023 | IBDS | 1,044,434 | $24,993 | 12/31/2023 | Truist Financial Corp | 1,003,862 | $24,022 | 12/31/2023 | IBDS | 1,003,862 | $24,022 | 12/31/2023 | Sigma Investment Counselors Inc. | 996,068 | $23,706 | 03/31/2024 | IBDS | 996,068 | $23,706 | 03/31/2024 | HighTower Advisors LLC | 957,306 | $22,908 | 12/31/2023 | IBDS | 957,306 | $22,908 | 12/31/2023 | Kathmere Capital Management LLC | 933,361 | $22,214 | 03/31/2024 | IBDS | 933,361 | $22,214 | 03/31/2024 | Advisors Capital Management LLC | 815,527 | $19,516 | 12/31/2023 | IBDS | 815,527 | $19,516 | 12/31/2023 | Sound View Wealth Advisors Group LLC | 746,143 | $17,855 | 12/31/2023 | IBDS | 746,143 | $17,855 | 12/31/2023 | RVW Wealth LLC | 716,830 | $17,061 | 03/31/2024 | IBDS | 716,830 | $17,061 | 03/31/2024 | US Bancorp DE | 670,181 | $16,037 | 12/31/2023 | IBDS | 670,181 | $16,037 | 12/31/2023 | Stifel Financial Corp | 577,657 | $13,823 | 12/31/2023 | IBDS | 577,657 | $13,823 | 12/31/2023 | Gateway Advisory LLC | 538,017 | $12,875 | 12/31/2023 | IBDS | 538,017 | $12,875 | 12/31/2023 | Raymond James & Associates | 535,587 | $12,747 | 03/31/2024 | IBDS | 535,587 | $12,747 | 03/31/2024 | MV Capital Management Inc. | 533,043 | $12,686 | 03/31/2024 | IBDS | 533,043 | $12,686 | 03/31/2024 | Arrow Financial Corp | 514,589 | $12,314 | 12/31/2023 | IBDS | 514,589 | $12,314 | 12/31/2023 | Hengehold Capital Management LLC | 515,779 | $12,276 | 03/31/2024 | IBDS | 515,779 | $12,276 | 03/31/2024 | Commonwealth Equity Services LLC | 506,160 | $12,112 | 12/31/2023 | IBDS | 506,160 | $12,112 | 12/31/2023 | Lido Advisors LLC | 495,341 | $11,854 | 12/31/2023 | IBDS | 495,341 | $11,854 | 12/31/2023 | Venture Visionary Partners LLC | 469,888 | $11,244 | 12/31/2023 | IBDS | 469,888 | $11,244 | 12/31/2023 | Global Retirement Partners LLC | 403,394 | $9,601 | 03/31/2024 | IBDS | 403,394 | $9,601 | 03/31/2024 | Keeler Thomas Management LLC | 378,207 | $9,050 | 12/31/2023 | IBDS | 378,207 | $9,050 | 12/31/2023 | WJ Wealth Management LLC | 372,622 | $8,868 | 03/31/2024 | IBDS | 372,622 | $8,868 | 03/31/2024 | CWM LLC | 369,852 | $8,802 | 03/31/2024 | IBDS | 369,852 | $8,802 | 03/31/2024 | Snowden Capital Advisors LLC | 354,661 | $8,487 | 12/31/2023 | IBDS | 354,661 | $8,487 | 12/31/2023 | Commonwealth Financial Services LLC | 327,362 | $7,834 | 12/31/2023 | IBDS | 327,362 | $7,834 | 12/31/2023 | Windsor Capital Management LLC | 314,906 | $7,495 | 03/31/2024 | IBDS | 314,906 | $7,495 | 03/31/2024 | Hamel Associates Inc. | 305,725 | $7,276 | 03/31/2024 | IBDS | 305,725 | $7,276 | 03/31/2024 | PFG Private Wealth Management LLC | 301,927 | $7,186 | 03/31/2024 | IBDS | 301,927 | $7,186 | 03/31/2024 | CENTRAL TRUST Co | 301,492 | $7,176 | 03/31/2024 | IBDS | 301,492 | $7,176 | 03/31/2024 | Benjamin F. Edwards & Company Inc. | 287,925 | $6,890 | 12/31/2023 | IBDS | 287,925 | $6,890 | 12/31/2023 | Janney Montgomery Scott LLC | 287,317 | $6,876 | 12/31/2023 | IBDS | 287,317 | $6,876 | 12/31/2023 | Kestra Advisory Services LLC | 284,667 | $6,812 | 12/31/2023 | IBDS | 284,667 | $6,812 | 12/31/2023 | Platte River Wealth Advisors LLC | 283,522 | $6,748 | 03/31/2024 | IBDS | 283,522 | $6,748 | 03/31/2024 | Peloton Wealth Strategists | 274,740 | $6,575 | 12/31/2023 | IBDS | 274,740 | $6,575 | 12/31/2023 | Signature Wealth Management Group | 254,759 | $5,989 | 03/31/2024 | IBDS | 254,759 | $5,989 | 03/31/2024 | Sandy Spring Bank | 228,765 | $5,474 | 12/31/2023 | IBDS | 228,765 | $5,474 | 12/31/2023 | MCF Advisors LLC | 218,128 | $5,191 | 03/31/2024 | IBDS | 218,128 | $5,191 | 03/31/2024 | Lyell Wealth Management LP | 216,270 | $5,175 | 12/31/2023 | IBDS | 216,270 | $5,175 | 12/31/2023 | IFP Advisors Inc | 209,775 | $5,020 | 12/31/2023 | IBDS | 209,775 | $5,020 | 12/31/2023 | Howland Capital Management LLC | 198,076 | $4,740 | 12/31/2023 | IBDS | 198,076 | $4,740 | 12/31/2023 | Beacon Pointe Advisors LLC | 192,316 | $4,602 | 12/31/2023 | IBDS | 192,316 | $4,602 | 12/31/2023 | Praetorian Wealth Management Inc. | 191,720 | $4,563 | 03/31/2024 | IBDS | 191,720 | $4,563 | 03/31/2024 | Tlwm | 183,268 | $4,362 | 03/31/2024 | IBDS | 183,268 | $4,362 | 03/31/2024 | Glenview Trust Co | 180,648 | $4,323 | 12/31/2023 | IBDS | 180,648 | $4,323 | 12/31/2023 | 4Thought Financial Group Inc. | 173,195 | $4,122 | 03/31/2024 | IBDS | 173,195 | $4,122 | 03/31/2024 | Confluence Investment Management LLC | 170,586 | $4,060 | 03/31/2024 | IBDS | 170,586 | $4,060 | 03/31/2024 | Stratos Wealth Partners LTD. | 168,819 | $4,018 | 03/31/2024 | IBDS | 168,819 | $4,018 | 03/31/2024 | Robbins Farley LLC | 167,935 | $3,997 | 03/31/2024 | IBDS | 167,935 | $3,997 | 03/31/2024 | Kesler Norman & Wride LLC | 163,114 | $3,882 | 03/31/2024 | IBDS | 163,114 | $3,882 | 03/31/2024 | Krilogy Financial LLC | 161,269 | $3,838 | 03/31/2024 | IBDS | 161,269 | $3,838 | 03/31/2024 | Captrust Financial Advisors | 157,834 | $3,777 | 12/31/2023 | IBDS | 157,834 | $3,777 | 12/31/2023 | Guidance Point Advisors LLC | 154,004 | $3,685 | 12/31/2023 | IBDS | 154,004 | $3,685 | 12/31/2023 | Creative Planning | 153,935 | $3,684 | 12/31/2023 | IBDS | 153,935 | $3,684 | 12/31/2023 | Houlihan Financial Resource Group Ltd. | 150,148 | $3,593 | 12/31/2023 | IBDS | 150,148 | $3,593 | 12/31/2023 | Advisor Group Holdings Inc. | 146,947 | $3,517 | 12/31/2023 | IBDS | 146,947 | $3,517 | 12/31/2023 | Michael S. Ryan Inc. | 141,037 | $3,357 | 03/31/2024 | IBDS | 141,037 | $3,357 | 03/31/2024 | Asset Dedication LLC | 134,585 | $3,167 | 03/31/2024 | IBDS | 134,585 | $3,167 | 03/31/2024 | Matthew Goff Investment Advisor LLC | 128,210 | $3,051 | 03/31/2024 | IBDS | 128,210 | $3,051 | 03/31/2024 | Virginia Wealth Management Group Inc. | 127,120 | $3,025 | 03/31/2024 | IBDS | 127,120 | $3,025 | 03/31/2024 | Garrett Investment Advisors LLC | 126,232 | $3,004 | 03/31/2024 | IBDS | 126,232 | $3,004 | 03/31/2024 | Evergreen Private Wealth LLC | 124,211 | $2,956 | 03/31/2024 | IBDS | 124,211 | $2,956 | 03/31/2024 | Spinnaker Trust | 123,132 | $2,947 | 12/31/2023 | IBDS | 123,132 | $2,947 | 12/31/2023 | Integrated Wealth Concepts LLC | 122,392 | $2,929 | 12/31/2023 | IBDS | 122,392 | $2,929 | 12/31/2023 | Fulton Breakefield Broenniman LLC | 115,418 | $2,762 | 12/31/2023 | IBDS | 115,418 | $2,762 | 12/31/2023 | Foundation Wealth Management LLC | 115,032 | $2,753 | 12/31/2023 | IBDS | 115,032 | $2,753 | 12/31/2023 | Camelot Portfolios LLC | 114,663 | $2,744 | 12/31/2023 | IBDS | 114,663 | $2,744 | 12/31/2023 | Wilbanks Smith & Thomas Asset Management LLC | 112,413 | $2,690 | 12/31/2023 | IBDS | 112,413 | $2,690 | 12/31/2023 | FF Advisors LLC | 112,590 | $2,680 | 03/31/2024 | IBDS | 112,590 | $2,680 | 03/31/2024 | Allworth Financial LP | 111,372 | $2,651 | 03/31/2024 | IBDS | 111,372 | $2,651 | 03/31/2024 | Wrapmanager Inc. | 108,752 | $2,602 | 12/31/2023 | IBDS | 108,752 | $2,602 | 12/31/2023 | Laurel Wealth Advisors LLC | 106,758 | $2,555 | 12/31/2023 | IBDS | 106,758 | $2,555 | 12/31/2023 | Precedent Wealth Partners LLC | 103,425 | $2,462 | 03/31/2024 | IBDS | 103,425 | $2,462 | 03/31/2024 | Droms Strauss Advisors Inc. MO ADV | 102,862 | $2,461 | 12/31/2023 | IBDS | 102,862 | $2,461 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 101,570 | $2,431 | 12/31/2023 | IBDS | 101,570 | $2,431 | 12/31/2023 | Atria Investments LLC | 101,361 | $2,426 | 12/31/2023 | IBDS | 101,361 | $2,426 | 12/31/2023 | Probity Advisors Inc. | 99,513 | $2,381 | 12/31/2023 | IBDS | 99,513 | $2,381 | 12/31/2023 | Northstar Group Inc. | 97,887 | $2,330 | 03/31/2024 | IBDS | 97,887 | $2,330 | 03/31/2024 | LifePlan Financial LLC | 95,457 | $2,284 | 12/31/2023 | IBDS | 95,457 | $2,284 | 12/31/2023 | Goldman Sachs Group Inc. | 93,669 | $2,241 | 12/31/2023 | IBDS | 93,669 | $2,241 | 12/31/2023 | Round Rock Advisors LLC | 94,067 | $2,239 | 03/31/2024 | IBDS | 94,067 | $2,239 | 03/31/2024 | Global Assets Advisory LLC | 93,757 | $2,231 | 03/31/2024 | IBDS | 93,757 | $2,231 | 03/31/2024 | Quantum Financial Advisors LLC | 90,701 | $2,159 | 03/31/2024 | IBDS | 90,701 | $2,159 | 03/31/2024 | Sax Wealth Advisors LLC | 86,677 | $2,074 | 12/31/2023 | IBDS | 86,677 | $2,074 | 12/31/2023 | MONECO Advisors LLC | 86,784 | $2,065 | 03/31/2024 | IBDS | 86,784 | $2,065 | 03/31/2024 | Cherry Tree Wealth Management LLC | 83,559 | $2,000 | 12/31/2023 | IBDS | 83,559 | $2,000 | 12/31/2023 | Mesirow Financial Investment Management Inc. | 83,621 | $1,990 | 03/31/2024 | IBDS | 83,621 | $1,990 | 03/31/2024 | JPMorgan Chase & Co. | 81,757 | $1,956 | 12/31/2023 | IBDS | 81,757 | $1,956 | 12/31/2023 | Parallel Advisors LLC | 80,798 | $1,934 | 12/31/2023 | IBDS | 80,798 | $1,934 | 12/31/2023 | Associated Banc Corp | 78,891 | $1,888 | 12/31/2023 | IBDS | 78,891 | $1,888 | 12/31/2023 | Fortis Capital Management LLC | 78,723 | $1,884 | 12/31/2023 | IBDS | 78,723 | $1,884 | 12/31/2023 | Leavell Investment Management Inc. | 77,800 | $1,852 | 03/31/2024 | IBDS | 77,800 | $1,852 | 03/31/2024 | Citadel Advisors LLC | 77,364 | $1,851 | 12/31/2023 | IBDS | 77,364 | $1,851 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 75,814 | $1,804 | 03/31/2024 | IBDS | 75,814 | $1,804 | 03/31/2024 | United Capital Financial Advisers LLC | 72,587 | $1,737 | 12/31/2023 | IBDS | 72,587 | $1,737 | 12/31/2023 | Strid Group LLC | 72,330 | $1,721 | 03/31/2024 | IBDS | 72,330 | $1,721 | 03/31/2024 | Foundry Financial Group Inc. | 71,405 | $1,709 | 12/31/2023 | IBDS | 71,405 | $1,709 | 12/31/2023 | Hallmark Capital Management Inc. | 68,097 | $1,630 | 12/31/2023 | IBDS | 68,097 | $1,630 | 12/31/2023 | Paradigm Strategies in Wealth Management LLC | 65,098 | $1,558 | 12/31/2023 | IBDS | 65,098 | $1,558 | 12/31/2023 | Great Diamond Partners LLC | 64,430 | $1,542 | 12/31/2023 | IBDS | 64,430 | $1,542 | 12/31/2023 | AlTi Global Inc. | 63,500 | $1,520 | 12/31/2023 | IBDS | 63,500 | $1,520 | 12/31/2023 | First Fiduciary Investment Counsel Inc. | 59,280 | $1,411 | 03/31/2024 | IBDS | 59,280 | $1,411 | 03/31/2024 | Leo Wealth LLC | 58,843 | $1,408 | 12/31/2023 | IBDS | 58,843 | $1,408 | 12/31/2023 | Centric Wealth Management | 58,256 | $1,386 | 12/31/2023 | IBDS | 58,256 | $1,386 | 12/31/2023 | Meitav Dash Investments Ltd. | 57,760 | $1,380 | 12/31/2023 | IBDS | 57,760 | $1,380 | 12/31/2023 | Weaver Consulting Group | 57,578 | $1,370 | 03/31/2024 | IBDS | 57,578 | $1,370 | 03/31/2024 | Coldstream Capital Management Inc. | 55,603 | $1,331 | 12/31/2023 | IBDS | 55,603 | $1,331 | 12/31/2023 | Ritholtz Wealth Management | 55,820 | $1,329 | 03/31/2024 | IBDS | 55,820 | $1,329 | 03/31/2024 | Cornell Pochily Investment Advisors Inc. | 55,715 | $1,326 | 03/31/2024 | IBDS | 55,715 | $1,326 | 03/31/2024 | Archford Capital Strategies LLC | 54,028 | $1,286 | 03/31/2024 | IBDS | 54,028 | $1,286 | 03/31/2024 | Sightline Wealth Advisors LLC | 54,032 | $1,286 | 03/31/2024 | IBDS | 54,032 | $1,286 | 03/31/2024 | Lincoln National Corp | 53,015 | $1,269 | 12/31/2023 | IBDS | 53,015 | $1,269 | 12/31/2023 | Cliftonlarsonallen Wealth Advisors LLC | 51,577 | $1,234 | 12/31/2023 | IBDS | 51,577 | $1,234 | 12/31/2023 | Segment Wealth Management LLC | 50,707 | $1,207 | 03/31/2024 | IBDS | 50,707 | $1,207 | 03/31/2024 | FinTrust Capital Advisors LLC | 49,459 | $1,184 | 12/31/2023 | IBDS | 49,459 | $1,184 | 12/31/2023 | Cary Street Partners Investment Advisory LLC | 49,250 | $1,179 | 12/31/2023 | IBDS | 49,250 | $1,179 | 12/31/2023 | McGlone Suttner Wealth Management Inc. | 48,634 | $1,157 | 03/31/2024 | IBDS | 48,634 | $1,157 | 03/31/2024 | Ironwood Financial llc | 48,202 | $1,147 | 03/31/2024 | IBDS | 48,202 | $1,147 | 03/31/2024 | Prime Capital Investment Advisors LLC | 45,811 | $1,096 | 12/31/2023 | IBDS | 45,811 | $1,096 | 12/31/2023 | Granite Harbor Advisors Inc. | 45,383 | $1,086 | 12/31/2023 | IBDS | 45,383 | $1,086 | 12/31/2023 | Little House Capital LLC | 44,743 | $1,065 | 03/31/2024 | IBDS | 44,743 | $1,065 | 03/31/2024 | BKD Wealth Advisors LLC | 42,649 | $1,015 | 03/31/2024 | IBDS | 42,649 | $1,015 | 03/31/2024 | Mariner LLC | 41,160 | $985 | 12/31/2023 | IBDS | 41,160 | $985 | 12/31/2023 | EP Wealth Advisors LLC | 40,511 | $969 | 12/31/2023 | IBDS | 40,511 | $969 | 12/31/2023 | 4J Wealth Management LLC | 39,818 | $948 | 03/31/2024 | IBDS | 39,818 | $948 | 03/31/2024 | Blue Square Asset Management LLC | 39,164 | $937 | 12/31/2023 | IBDS | 39,164 | $937 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 39,186 | $933 | 03/31/2024 | IBDS | 39,186 | $933 | 03/31/2024 | Thrivent Financial for Lutherans | 38,484 | $921 | 12/31/2023 | IBDS | 38,484 | $921 | 12/31/2023 | Barrett & Company Inc. | 38,265 | $911 | 03/31/2024 | IBDS | 38,265 | $911 | 03/31/2024 | D.A. Davidson & CO. | 37,738 | $903 | 12/31/2023 | IBDS | 37,738 | $903 | 12/31/2023 | Sonata Capital Group Inc. | 37,415 | $895 | 12/31/2023 | IBDS | 37,415 | $895 | 12/31/2023 | Sowell Financial Services LLC | 36,613 | $876 | 12/31/2023 | IBDS | 36,613 | $876 | 12/31/2023 | Crew Capital Management Ltd. | 36,481 | $873 | 12/31/2023 | IBDS | 36,481 | $873 | 12/31/2023 | Cabot Wealth Management Inc. | 36,358 | $870 | 12/31/2023 | IBDS | 36,358 | $870 | 12/31/2023 | MML Investors Services LLC | 36,273 | $868 | 12/31/2023 | IBDS | 36,273 | $868 | 12/31/2023 | Mendota Financial Group LLC | 36,263 | $863 | 03/31/2024 | IBDS | 36,263 | $863 | 03/31/2024 | Benjamin Edwards Inc. | 35,205 | $842 | 12/31/2023 | IBDS | 35,205 | $842 | 12/31/2023 | Redwood Financial Network Corp | 35,074 | $839 | 12/31/2023 | IBDS | 35,074 | $839 | 12/31/2023 | Timber Creek Capital Management LLC | 34,748 | $827 | 03/31/2024 | IBDS | 34,748 | $827 | 03/31/2024 | Bank of New Hampshire | 34,220 | $814 | 03/31/2024 | IBDS | 34,220 | $814 | 03/31/2024 | Stonebrook Private Inc. | 33,920 | $812 | 12/31/2023 | IBDS | 33,920 | $812 | 12/31/2023 | AE Wealth Management LLC | 33,516 | $801 | 12/31/2023 | IBDS | 33,516 | $801 | 12/31/2023 | Cetera Investment Advisers | 33,101 | $792 | 12/31/2023 | IBDS | 33,101 | $792 | 12/31/2023 | Baron Silver Stevens Financial Advisors LLC | 32,260 | $772 | 12/31/2023 | IBDS | 32,260 | $772 | 12/31/2023 | Shufro Rose & Co. LLC | 33,148 | $767 | 12/31/2023 | IBDS | 33,148 | $767 | 12/31/2023 | Regions Financial Corp | 31,858 | $758 | 03/31/2024 | IBDS | 31,858 | $758 | 03/31/2024 | Safeguard Financial LLC | 29,857 | $711 | 03/31/2024 | IBDS | 29,857 | $711 | 03/31/2024 | Robertson Stephens Wealth Management LLC | 28,805 | $689 | 12/31/2023 | IBDS | 28,805 | $689 | 12/31/2023 | Chesley Taft & Associates LLC | 28,834 | $686 | 03/31/2024 | IBDS | 28,834 | $686 | 03/31/2024 | Exchange Capital Management Inc. | 28,546 | $679 | 03/31/2024 | IBDS | 28,546 | $679 | 03/31/2024 | Hilltop Holdings Inc. | 28,233 | $676 | 12/31/2023 | IBDS | 28,233 | $676 | 12/31/2023 | Rockefeller Capital Management L.P. | 28,077 | $672 | 12/31/2023 | IBDS | 28,077 | $672 | 12/31/2023 | Cary Street Partners Asset Management LLC | 27,847 | $666 | 12/31/2023 | IBDS | 27,847 | $666 | 12/31/2023 | Stokes Family Office LLC | 26,935 | $645 | 12/31/2023 | IBDS | 26,935 | $645 | 12/31/2023 | InterOcean Capital Group LLC | 26,753 | $640 | 12/31/2023 | IBDS | 26,753 | $640 | 12/31/2023 | PFG Investments LLC | 26,544 | $632 | 03/31/2024 | IBDS | 26,544 | $632 | 03/31/2024 | Harbor Advisory Corp MA | 26,335 | $630 | 12/31/2023 | IBDS | 26,335 | $630 | 12/31/2023 | Mutual Advisors LLC | 26,090 | $624 | 12/31/2023 | IBDS | 26,090 | $624 | 12/31/2023 | Dorsey & Whitney Trust CO LLC | 26,000 | $622 | 12/31/2023 | IBDS | 26,000 | $622 | 12/31/2023 | First Interstate Bank | 25,808 | $618 | 12/31/2023 | IBDS | 25,808 | $618 | 12/31/2023 | Smith Moore & CO. | 25,700 | $615 | 12/31/2023 | IBDS | 25,700 | $615 | 12/31/2023 | Robinson Smith Wealth Advisors LLC | 25,435 | $605 | 03/31/2024 | IBDS | 25,435 | $605 | 03/31/2024 | Cetera Advisors LLC | 24,847 | $595 | 12/31/2023 | IBDS | 24,847 | $595 | 12/31/2023 | Princeton Global Asset Management LLC | 24,861 | $595 | 12/31/2023 | IBDS | 24,861 | $595 | 12/31/2023 | Black Swift Group LLC | 24,620 | $589 | 12/31/2023 | IBDS | 24,620 | $589 | 12/31/2023 | Austin Private Wealth LLC | 24,533 | $581 | 03/31/2024 | IBDS | 24,533 | $581 | 03/31/2024 | Comerica Bank | 23,492 | $562 | 12/31/2023 | IBDS | 23,492 | $562 | 12/31/2023 | Cornerstone Wealth Management LLC | 23,489 | $559 | 03/31/2024 | IBDS | 23,489 | $559 | 03/31/2024 | First National Trust Co | 22,800 | $543 | 03/31/2024 | IBDS | 22,800 | $543 | 03/31/2024 | GAMMA Investing LLC | 22,771 | $542 | 03/31/2024 | IBDS | 22,771 | $542 | 03/31/2024 | Beacon Financial Group | 22,457 | $537 | 12/31/2023 | IBDS | 22,457 | $537 | 12/31/2023 | Autumn Glory Partners LLC | 22,356 | $535 | 12/31/2023 | IBDS | 22,356 | $535 | 12/31/2023 | Harbor Investment Advisory LLC | 21,850 | $520 | 03/31/2024 | IBDS | 21,850 | $520 | 03/31/2024 | Spectrum Wealth Counsel LLC | 20,879 | $500 | 12/31/2023 | IBDS | 20,879 | $500 | 12/31/2023 | Monticello Wealth Management LLC | 20,768 | $494 | 03/31/2024 | IBDS | 20,768 | $494 | 03/31/2024 | Dearborn Partners LLC | 20,614 | $493 | 12/31/2023 | IBDS | 20,614 | $493 | 12/31/2023 | NovaPoint Capital LLC | 20,514 | $488 | 03/31/2024 | IBDS | 20,514 | $488 | 03/31/2024 | Thoroughbred Financial Services LLC | 20,060 | $480 | 12/31/2023 | IBDS | 20,060 | $480 | 12/31/2023 | American Money Management LLC | 19,766 | $473 | 12/31/2023 | IBDS | 19,766 | $473 | 12/31/2023 | BCS Wealth Management | 19,655 | $468 | 03/31/2024 | IBDS | 19,655 | $468 | 03/31/2024 | Lee Financial Co | 19,430 | $465 | 12/31/2023 | IBDS | 19,430 | $465 | 12/31/2023 | Reliant Wealth Planning | 19,257 | $461 | 12/31/2023 | IBDS | 19,257 | $461 | 12/31/2023 | Yoder Wealth Management Inc. | 18,800 | $447 | 03/31/2024 | IBDS | 18,800 | $447 | 03/31/2024 | Bellecapital International Ltd. | 18,503 | $443 | 12/31/2023 | IBDS | 18,503 | $443 | 12/31/2023 | Private Advisor Group LLC | 17,890 | $428 | 12/31/2023 | IBDS | 17,890 | $428 | 12/31/2023 | Schmidt P J Investment Management Inc. | 17,898 | $426 | 03/31/2024 | IBDS | 17,898 | $426 | 03/31/2024 | Madden Advisory Services Inc. | 17,399 | $416 | 12/31/2023 | IBDS | 17,399 | $416 | 12/31/2023 | Buffington Mohr McNeal | 17,422 | $415 | 03/31/2024 | IBDS | 17,422 | $415 | 03/31/2024 | Delap Wealth Advisory LLC | 16,996 | $407 | 12/31/2023 | IBDS | 16,996 | $407 | 12/31/2023 | CFS Investment Advisory Services LLC | 16,943 | $405 | 12/31/2023 | IBDS | 16,943 | $405 | 12/31/2023 | Montecito Bank & Trust | 16,605 | $395 | 03/31/2024 | IBDS | 16,605 | $395 | 03/31/2024 | Brookstone Capital Management | 16,345 | $389 | 03/31/2024 | IBDS | 16,345 | $389 | 03/31/2024 | Harris Associates L P | 15,825 | $379 | 12/31/2023 | IBDS | 15,825 | $379 | 12/31/2023 | Colony Group LLC | 15,612 | $374 | 12/31/2023 | IBDS | 15,612 | $374 | 12/31/2023 | Cetera Advisor Networks LLC | 15,546 | $372 | 12/31/2023 | IBDS | 15,546 | $372 | 12/31/2023 | Prosperity Planning Inc. | 15,608 | $371 | 03/31/2024 | IBDS | 15,608 | $371 | 03/31/2024 | Duncker Streett & Co. Inc. | 15,273 | $363 | 03/31/2024 | IBDS | 15,273 | $363 | 03/31/2024 | MKT Advisors LLC | 15,424 | $362 | 03/31/2024 | IBDS | 15,424 | $362 | 03/31/2024 | Element Wealth LLC | 14,746 | $353 | 12/31/2023 | IBDS | 14,746 | $353 | 12/31/2023 | Johnson Bixby & Associates LLC | 14,586 | $347 | 03/31/2024 | IBDS | 14,586 | $347 | 03/31/2024 | Bank of New York Mellon Corp | 14,227 | $339 | 03/31/2024 | IBDS | 14,227 | $339 | 03/31/2024 | UP Strategic Wealth Investment Advisors LLC | 14,030 | $336 | 12/31/2023 | IBDS | 14,030 | $336 | 12/31/2023 | Willis Johnson & Associates Inc. | 14,050 | $334 | 03/31/2024 | IBDS | 14,050 | $334 | 03/31/2024 | Baird Financial Group Inc. | 13,777 | $330 | 12/31/2023 | IBDS | 13,777 | $330 | 12/31/2023 | Straight Path Wealth Management | 13,646 | $327 | 12/31/2023 | IBDS | 13,646 | $327 | 12/31/2023 | Roble Belko & Company Inc | 13,653 | $325 | 03/31/2024 | IBDS | 13,653 | $325 | 03/31/2024 | Renaissance Technologies LLC | 13,389 | $320 | 12/31/2023 | IBDS | 13,389 | $320 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 12,581 | $301 | 12/31/2023 | IBDS | 12,581 | $301 | 12/31/2023 | Newman Dignan & Sheerar Inc. | 12,470 | $298 | 12/31/2023 | IBDS | 12,470 | $298 | 12/31/2023 | Adirondack Trust Co. | 11,637 | $277 | 03/31/2024 | IBDS | 11,637 | $277 | 03/31/2024 | Meredith Wealth Planning | 11,572 | $275 | 03/31/2024 | IBDS | 11,572 | $275 | 03/31/2024 | Perigon Wealth Management LLC | 11,270 | $270 | 12/31/2023 | IBDS | 11,270 | $270 | 12/31/2023 | Cypress Wealth Services LLC | 11,313 | $269 | 03/31/2024 | IBDS | 11,313 | $269 | 03/31/2024 | Anchor Capital Advisors LLC | 11,225 | $269 | 12/31/2023 | IBDS | 11,225 | $269 | 12/31/2023 | Treynor Bancshares Inc. | 11,049 | $264 | 12/31/2023 | IBDS | 11,049 | $264 | 12/31/2023 | Principal Securities Inc. | 10,972 | $263 | 12/31/2023 | IBDS | 10,972 | $263 | 12/31/2023 | We Are One Seven LLC | 10,960 | $262 | 12/31/2023 | IBDS | 10,960 | $262 | 12/31/2023 | Wick Capital Partners LLC | 10,932 | $262 | 12/31/2023 | IBDS | 10,932 | $262 | 12/31/2023 | Atwater Malick LLC | 10,950 | $261 | 03/31/2024 | IBDS | 10,950 | $261 | 03/31/2024 | Cooper Haims Advisors LLC | 10,729 | $257 | 12/31/2023 | IBDS | 10,729 | $257 | 12/31/2023 | Envision Financial Planning LLC | 10,690 | $256 | 12/31/2023 | IBDS | 10,690 | $256 | 12/31/2023 | Executive Wealth Management LLC | 10,658 | $255 | 12/31/2023 | IBDS | 10,658 | $255 | 12/31/2023 | Highland Financial Advisors LLC | 10,606 | $254 | 12/31/2023 | IBDS | 10,606 | $254 | 12/31/2023 | Raymond James Trust N.A. | 10,611 | $253 | 03/31/2024 | IBDS | 10,611 | $253 | 03/31/2024 | Scotia Capital Inc. | 10,100 | $242 | 12/31/2023 | IBDS | 10,100 | $242 | 12/31/2023 | Kovitz Investment Group Partners LLC | 10,087 | $241 | 12/31/2023 | IBDS | 10,087 | $241 | 12/31/2023 | Patriot Investment Management Inc. | 9,980 | $238 | 03/31/2024 | IBDS | 9,980 | $238 | 03/31/2024 | Wells Financial Advisors INC | 9,100 | $218 | 12/31/2023 | IBDS | 9,100 | $218 | 12/31/2023 | Valmark Advisers Inc. | 8,755 | $210 | 12/31/2023 | IBDS | 8,755 | $210 | 12/31/2023 | Private Portfolio Partners LLC | 8,500 | $203 | 12/31/2023 | IBDS | 8,500 | $203 | 12/31/2023 | Syntegra Private Wealth Group LLC | 8,446 | $202 | 12/31/2023 | IBDS | 8,446 | $202 | 12/31/2023 | Horizons Wealth Management | 7,647 | $183 | 03/31/2024 | IBDS | 7,647 | $183 | 03/31/2024 | Harbour Investments Inc. | 7,398 | $177 | 12/31/2023 | IBDS | 7,398 | $177 | 12/31/2023 | Jackson Hole Capital Partners LLC | 6,557 | $157 | 12/31/2023 | IBDS | 6,557 | $157 | 12/31/2023 | Phillips Financial Management LLC | 6,235 | $148 | 03/31/2024 | IBDS | 6,235 | $148 | 03/31/2024 | Bank of Montreal Can | 5,880 | $141 | 12/31/2023 | IBDS | 5,880 | $141 | 12/31/2023 | Bogart Wealth LLC | 5,594 | $133 | 03/31/2024 | IBDS | 5,594 | $133 | 03/31/2024 | HM Payson & Co. | 5,574 | $133 | 12/31/2023 | IBDS | 5,574 | $133 | 12/31/2023 | Addison Advisors LLC | 5,510 | $132 | 12/31/2023 | IBDS | 5,510 | $132 | 12/31/2023 | Oak Harbor Wealth Partners LLC | 5,322 | $127 | 03/31/2024 | IBDS | 5,322 | $127 | 03/31/2024 | Koesten Hirschmann & Crabtree INC. | 5,160 | $123 | 12/31/2023 | IBDS | 5,160 | $123 | 12/31/2023 | Private Trust Co. NA | 5,060 | $120 | 03/31/2024 | IBDS | 5,060 | $120 | 03/31/2024 | PSI Advisors LLC | 4,400 | $105 | 03/31/2024 | IBDS | 4,400 | $105 | 03/31/2024 | Maryland Capital Advisors Inc. | 3,999 | $95 | 03/31/2024 | IBDS | 3,999 | $95 | 03/31/2024 | Knights of Columbus Asset Advisors LLC | 3,657 | $88 | 12/31/2023 | IBDS | 3,657 | $88 | 12/31/2023 | Geneos Wealth Management Inc. | 3,400 | $81 | 12/31/2023 | IBDS | 3,400 | $81 | 12/31/2023 | CVA Family Office LLC | 3,155 | $75 | 03/31/2024 | IBDS | 3,155 | $75 | 03/31/2024 | Migdal Insurance & Financial Holdings Ltd. | 3,012 | $72 | 12/31/2023 | IBDS | 3,012 | $72 | 12/31/2023 | First Horizon Advisors Inc. | 2,967 | $71 | 03/31/2024 | IBDS | 2,967 | $71 | 03/31/2024 | Sachetta LLC | 2,700 | $65 | 12/31/2023 | IBDS | 2,700 | $65 | 12/31/2023 | Clearstead Advisors LLC | 2,630 | $63 | 12/31/2023 | IBDS | 2,630 | $63 | 12/31/2023 | Ogorek Anthony Joseph NY ADV | 2,537 | $60 | 12/31/2023 | IBDS | 2,537 | $60 | 12/31/2023 | Bartlett & Co. LLC | 2,500 | $60 | 12/31/2023 | IBDS | 2,500 | $60 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 2,500 | $60 | 12/31/2023 | IBDS | 2,500 | $60 | 12/31/2023 | Advisory Services Network LLC | 2,214 | $53 | 12/31/2023 | IBDS | 2,214 | $53 | 12/31/2023 | Pinnacle Bank | 2,135 | $51 | 03/31/2024 | IBDS | 2,135 | $51 | 03/31/2024 | Trust Co | 2,096 | $50 | 03/31/2024 | IBDS | 2,096 | $50 | 03/31/2024 | BOKF NA | 1,750 | $42 | 12/31/2023 | IBDS | 1,750 | $42 | 12/31/2023 | Stephens Consulting LLC | 1,431 | $34 | 03/31/2024 | IBDS | 1,431 | $34 | 03/31/2024 | Householder Group Estate & Retirement Specialist LLC | 1,436 | $34 | 12/31/2023 | IBDS | 1,436 | $34 | 12/31/2023 | Capital Investment Advisory Services LLC | 1,082 | $26 | 03/31/2024 | IBDS | 1,082 | $26 | 03/31/2024 | Ancora Advisors LLC | 1,051 | $25 | 12/31/2023 | IBDS | 1,051 | $25 | 12/31/2023 | Motco | 989 | $24 | 12/31/2023 | IBDS | 989 | $24 | 12/31/2023 | Sunbelt Securities Inc. | 833 | $20 | 03/31/2024 | IBDS | 833 | $20 | 03/31/2024 | Armstrong Advisory Group Inc. | 855 | $20 | 03/31/2024 | IBDS | 855 | $20 | 03/31/2024 | The PNC Financial Services Group Inc. | 805 | $19 | 12/31/2023 | IBDS | 805 | $19 | 12/31/2023 | AdvisorNet Financial Inc | 745 | $18 | 03/31/2024 | IBDS | 745 | $18 | 03/31/2024 | BOK Financial Private Wealth Inc. | 293 | $7 | 12/31/2023 | IBDS | 293 | $7 | 12/31/2023 | Peoples Bank KS | 200 | $5 | 03/31/2024 | IBDS | 200 | $5 | 03/31/2024 | FMR LLC | 220 | $5 | 12/31/2023 | IBDS | 220 | $5 | 12/31/2023 | Legacy Bridge LLC | 182 | $4 | 03/31/2024 | IBDS | 182 | $4 | 03/31/2024 | BlackRock Inc. | 140 | $3 | 12/31/2023 | IBDS | 140 | $3 | 12/31/2023 | Financial Gravity Asset Management Inc. | 124 | $3 | 12/31/2023 | IBDS | 124 | $3 | 12/31/2023 | Tower Research Capital LLC TRC | 100 | $2 | 12/31/2023 | IBDS | 100 | $2 | 12/31/2023 | APCM Wealth Management for Individuals | 0 | $0 | 03/31/2024 | IBDS | 0 | $0 | 03/31/2024 | Proequities Inc. | 0 | $0 | 12/31/2023 | IBDS | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IBDS
See Details: Top 10 Hedge Funds Holding IBDS
Also See: IBDS Holdings Changes
|
|