On this page, we present all of the funds holding IBDY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IBDY, with a link to that fund's top holdings. The next columns indicate the amount of IBDY stock held by each of the funds holding IBDY, followed by the IBDY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 57 funds holding IBDY within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Gateway Advisory LLC. For more details on the positions held by Gateway Advisory LLC (or by any of the other funds holding IBDY), click the fund name in the "Holder" column of the funds-holding-IBDY table below.

Holder	Amount	Position Size ($ in 1000's)	As of
Gateway Advisory LLC	1,467,463	$37,934	12/31/2023
IBDY	1,467,463	$37,934	12/31/2023
Capital Investment Advisors LLC	1,150,085	$29,304	03/31/2024
IBDY	1,150,085	$29,304	03/31/2024
First Interstate Bank	753,418	$19,476	12/31/2023
IBDY	753,418	$19,476	12/31/2023
Bank of America Corp DE	540,088	$13,961	12/31/2023
IBDY	540,088	$13,961	12/31/2023
Envision Financial Planning LLC	536,371	$13,865	12/31/2023
IBDY	536,371	$13,865	12/31/2023
MV Capital Management Inc.	476,980	$12,153	03/31/2024
IBDY	476,980	$12,153	03/31/2024
Morgan Stanley	405,202	$10,474	12/31/2023
IBDY	405,202	$10,474	12/31/2023
Confluence Investment Management LLC	321,458	$8,191	03/31/2024
IBDY	321,458	$8,191	03/31/2024
Instrumental Wealth LLC	309,651	$7,868	12/31/2023
IBDY	309,651	$7,868	12/31/2023
Arrow Financial Corp	238,444	$6,164	12/31/2023
IBDY	238,444	$6,164	12/31/2023
Jane Street Group LLC	212,366	$5,490	12/31/2023
IBDY	212,366	$5,490	12/31/2023
Krilogy Financial LLC	153,938	$3,922	03/31/2024
IBDY	153,938	$3,922	03/31/2024
4Thought Financial Group Inc.	150,251	$3,828	03/31/2024
IBDY	150,251	$3,828	03/31/2024
Evergreen Private Wealth LLC	114,121	$2,908	03/31/2024
IBDY	114,121	$2,908	03/31/2024
Commonwealth Equity Services LLC	107,615	$2,782	12/31/2023
IBDY	107,615	$2,782	12/31/2023
Benjamin F. Edwards & Company Inc.	105,113	$2,717	12/31/2023
IBDY	105,113	$2,717	12/31/2023
Wells Fargo & Company MN	102,896	$2,660	12/31/2023
IBDY	102,896	$2,660	12/31/2023
Venture Visionary Partners LLC	97,946	$2,532	12/31/2023
IBDY	97,946	$2,532	12/31/2023
Susquehanna International Group LLP	97,837	$2,529	12/31/2023
IBDY	97,837	$2,529	12/31/2023
Raymond James & Associates	76,392	$1,946	03/31/2024
IBDY	76,392	$1,946	03/31/2024
McGlone Suttner Wealth Management Inc.	75,103	$1,914	03/31/2024
IBDY	75,103	$1,914	03/31/2024
Archford Capital Strategies LLC	69,767	$1,778	03/31/2024
IBDY	69,767	$1,778	03/31/2024
Envestnet Asset Management Inc.	68,221	$1,764	12/31/2023
IBDY	68,221	$1,764	12/31/2023
Sandy Spring Bank	67,367	$1,741	12/31/2023
IBDY	67,367	$1,741	12/31/2023
MCF Advisors LLC	65,228	$1,662	03/31/2024
IBDY	65,228	$1,662	03/31/2024
Panoramic Investment Advisors LLC	61,978	$1,579	03/31/2024
IBDY	61,978	$1,579	03/31/2024
Citadel Advisors LLC	55,556	$1,436	12/31/2023
IBDY	55,556	$1,436	12/31/2023
HighTower Advisors LLC	53,195	$1,376	12/31/2023
IBDY	53,195	$1,376	12/31/2023
Parallel Advisors LLC	50,849	$1,314	12/31/2023
IBDY	50,849	$1,314	12/31/2023
UBS Group AG	43,409	$1,122	12/31/2023
IBDY	43,409	$1,122	12/31/2023
Stony Point Wealth Management Inc.	37,704	$961	03/31/2024
IBDY	37,704	$961	03/31/2024
Probity Advisors Inc.	37,152	$960	12/31/2023
IBDY	37,152	$960	12/31/2023
Little House Capital LLC	36,388	$927	03/31/2024
IBDY	36,388	$927	03/31/2024
J.W. Cole Advisors Inc.	31,103	$804	12/31/2023
IBDY	31,103	$804	12/31/2023
Coldstream Capital Management Inc.	27,711	$716	12/31/2023
IBDY	27,711	$716	12/31/2023
Raymond James Financial Services Advisors Inc.	26,529	$676	03/31/2024
IBDY	26,529	$676	03/31/2024
Captrust Financial Advisors	24,038	$621	12/31/2023
IBDY	24,038	$621	12/31/2023
Benjamin Edwards Inc.	23,515	$608	12/31/2023
IBDY	23,515	$608	12/31/2023
Stonebrook Private Inc.	22,303	$577	12/31/2023
IBDY	22,303	$577	12/31/2023
James Investment Research Inc.	20,575	$532	12/31/2023
IBDY	20,575	$532	12/31/2023
United Capital Financial Advisers LLC	19,673	$509	12/31/2023
IBDY	19,673	$509	12/31/2023
BKD Wealth Advisors LLC	19,372	$494	03/31/2024
IBDY	19,372	$494	03/31/2024
Mariner LLC	16,615	$429	12/31/2023
IBDY	16,615	$429	12/31/2023
Wealth Enhancement Advisory Services LLC	16,477	$420	03/31/2024
IBDY	16,477	$420	03/31/2024
MML Investors Services LLC	15,806	$409	12/31/2023
IBDY	15,806	$409	12/31/2023
Montecito Bank & Trust	11,742	$299	03/31/2024
IBDY	11,742	$299	03/31/2024
Cliftonlarsonallen Wealth Advisors LLC	11,458	$296	12/31/2023
IBDY	11,458	$296	12/31/2023
Segment Wealth Management LLC	9,480	$242	03/31/2024
IBDY	9,480	$242	03/31/2024
Ellis Investment Partners LLC	8,448	$215	03/31/2024
IBDY	8,448	$215	03/31/2024
Avantax Advisory Services Inc.	8,019	$207	12/31/2023
IBDY	8,019	$207	12/31/2023
Koesten Hirschmann & Crabtree INC.	4,970	$128	12/31/2023
IBDY	4,970	$128	12/31/2023
Comerica Bank	3,857	$100	12/31/2023
IBDY	3,857	$100	12/31/2023
IFP Advisors Inc	3,698	$96	12/31/2023
IBDY	3,698	$96	12/31/2023
Adirondack Trust Co.	3,282	$84	03/31/2024
IBDY	3,282	$84	03/31/2024
Royal Bank of Canada	2,898	$75	12/31/2023
IBDY	2,898	$75	12/31/2023
CVA Family Office LLC	2,755	$70	03/31/2024
IBDY	2,755	$70	03/31/2024
CENTRAL TRUST Co	1,184	$30	03/31/2024
IBDY	1,184	$30	03/31/2024
Proequities Inc.	0	$0	12/31/2023
IBDY	0	$0	12/31/2023