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On this page, we present all of the funds holding IBMM from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IBMM, with a link to that fund's top holdings. The next columns
indicate the amount of IBMM stock held by each of the funds holding IBMM, followed by the IBMM position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 154 funds holding IBMM 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 IBMM), click the fund name in the "Holder" column of the funds-holding-IBMM table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
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 Bank of America Corp DE | 1,667,410 | $43,236 | 12/31/2023 | | IBMM | 1,667,410 | $43,236 | 12/31/2023 | | Morgan Stanley | 1,033,078 | $26,788 | 12/31/2023 | | IBMM | 1,033,078 | $26,788 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 981,957 | $25,462 | 12/31/2023 | | IBMM | 981,957 | $25,462 | 12/31/2023 | | Envestnet Asset Management Inc. | 808,642 | $20,968 | 12/31/2023 | | IBMM | 808,642 | $20,968 | 12/31/2023 | | US Bancorp DE | 697,746 | $18,093 | 12/31/2023 | | IBMM | 697,746 | $18,093 | 12/31/2023 | | Kathmere Capital Management LLC | 648,681 | $16,833 | 03/31/2024 | | IBMM | 648,681 | $16,833 | 03/31/2024 | | HighTower Advisors LLC | 635,067 | $16,465 | 12/31/2023 | | IBMM | 635,067 | $16,465 | 12/31/2023 | | UBS Group AG | 541,369 | $14,038 | 12/31/2023 | | IBMM | 541,369 | $14,038 | 12/31/2023 | | GWM Advisors LLC | 515,110 | $13,358 | 12/31/2023 | | IBMM | 515,110 | $13,358 | 12/31/2023 | | Wells Fargo & Company MN | 501,941 | $13,015 | 12/31/2023 | | IBMM | 501,941 | $13,015 | 12/31/2023 | | LPL Financial LLC | 442,427 | $11,472 | 12/31/2023 | | IBMM | 442,427 | $11,472 | 12/31/2023 | | Glenview Trust Co | 331,292 | $8,590 | 12/31/2023 | | IBMM | 331,292 | $8,590 | 12/31/2023 | | Colony Group LLC | 298,082 | $7,729 | 12/31/2023 | | IBMM | 298,082 | $7,729 | 12/31/2023 | | Covington Investment Advisors Inc. | 279,827 | $7,226 | 12/31/2023 | | IBMM | 279,827 | $7,226 | 12/31/2023 | | Stifel Financial Corp | 278,063 | $7,210 | 12/31/2023 | | IBMM | 278,063 | $7,210 | 12/31/2023 | | Truist Financial Corp | 260,575 | $6,757 | 12/31/2023 | | IBMM | 260,575 | $6,757 | 12/31/2023 | | Leavell Investment Management Inc. | 256,413 | $6,649 | 12/31/2023 | | IBMM | 256,413 | $6,649 | 12/31/2023 | | Regions Financial Corp | 240,833 | $6,245 | 12/31/2023 | | IBMM | 240,833 | $6,245 | 12/31/2023 | | Commonwealth Equity Services LLC | 231,967 | $6,015 | 12/31/2023 | | IBMM | 231,967 | $6,015 | 12/31/2023 | | Praetorian Wealth Management Inc. | 185,101 | $4,803 | 03/31/2024 | | IBMM | 185,101 | $4,803 | 03/31/2024 | | Integrated Wealth Concepts LLC | 185,207 | $4,802 | 12/31/2023 | | IBMM | 185,207 | $4,802 | 12/31/2023 | | Cliftonlarsonallen Wealth Advisors LLC | 174,030 | $4,513 | 12/31/2023 | | IBMM | 174,030 | $4,513 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 169,105 | $4,385 | 12/31/2023 | | IBMM | 169,105 | $4,385 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 167,843 | $4,356 | 03/31/2024 | | IBMM | 167,843 | $4,356 | 03/31/2024 | | Raymond James & Associates | 161,644 | $4,195 | 03/31/2024 | | IBMM | 161,644 | $4,195 | 03/31/2024 | | Cyndeo Wealth Partners LLC | 150,220 | $3,898 | 03/31/2024 | | IBMM | 150,220 | $3,898 | 03/31/2024 | | Newman Dignan & Sheerar Inc. | 148,714 | $3,856 | 12/31/2023 | | IBMM | 148,714 | $3,856 | 12/31/2023 | | Goldman Sachs Group Inc. | 139,568 | $3,619 | 12/31/2023 | | IBMM | 139,568 | $3,619 | 12/31/2023 | | New England Private Wealth Advisors LLC | 139,547 | $3,618 | 12/31/2023 | | IBMM | 139,547 | $3,618 | 12/31/2023 | | Paradiem LLC | 125,678 | $3,261 | 03/31/2024 | | IBMM | 125,678 | $3,261 | 03/31/2024 | | Jane Street Group LLC | 125,412 | $3,252 | 12/31/2023 | | IBMM | 125,412 | $3,252 | 12/31/2023 | | Sentinel Pension Advisors Inc. | 120,313 | $3,120 | 12/31/2023 | | IBMM | 120,313 | $3,120 | 12/31/2023 | | Stratos Wealth Partners LTD. | 118,924 | $3,086 | 03/31/2024 | | IBMM | 118,924 | $3,086 | 03/31/2024 | | Sound View Wealth Advisors Group LLC | 113,139 | $2,934 | 12/31/2023 | | IBMM | 113,139 | $2,934 | 12/31/2023 | | Sonata Capital Group Inc. | 107,130 | $2,778 | 12/31/2023 | | IBMM | 107,130 | $2,778 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 106,807 | $2,770 | 12/31/2023 | | IBMM | 106,807 | $2,770 | 12/31/2023 | | Stonebridge Capital Advisors LLC | 102,449 | $2,657 | 12/31/2023 | | IBMM | 102,449 | $2,657 | 12/31/2023 | | Lido Advisors LLC | 98,447 | $2,553 | 12/31/2023 | | IBMM | 98,447 | $2,553 | 12/31/2023 | | Lbmc Investment Advisors LLC | 97,824 | $2,539 | 03/31/2024 | | IBMM | 97,824 | $2,539 | 03/31/2024 | | Beacon Pointe Advisors LLC | 91,910 | $2,383 | 12/31/2023 | | IBMM | 91,910 | $2,383 | 12/31/2023 | | Royal Bank of Canada | 91,622 | $2,376 | 12/31/2023 | | IBMM | 91,622 | $2,376 | 12/31/2023 | | CENTRAL TRUST Co | 90,579 | $2,349 | 12/31/2023 | | IBMM | 90,579 | $2,349 | 12/31/2023 | | Mariner LLC | 88,155 | $2,286 | 12/31/2023 | | IBMM | 88,155 | $2,286 | 12/31/2023 | | United Capital Financial Advisers LLC | 84,695 | $2,196 | 12/31/2023 | | IBMM | 84,695 | $2,196 | 12/31/2023 | | Ameriprise Financial Inc. | 84,575 | $2,193 | 12/31/2023 | | IBMM | 84,575 | $2,193 | 12/31/2023 | | Captrust Financial Advisors | 81,392 | $2,111 | 12/31/2023 | | IBMM | 81,392 | $2,111 | 12/31/2023 | | Advisor Group Holdings Inc. | 69,632 | $1,806 | 12/31/2023 | | IBMM | 69,632 | $1,806 | 12/31/2023 | | Droms Strauss Advisors Inc. MO ADV | 67,391 | $1,747 | 12/31/2023 | | IBMM | 67,391 | $1,747 | 12/31/2023 | | Atwater Malick LLC | 64,418 | $1,672 | 03/31/2024 | | IBMM | 64,418 | $1,672 | 03/31/2024 | | Phillips Financial Management LLC | 64,008 | $1,661 | 03/31/2024 | | IBMM | 64,008 | $1,661 | 03/31/2024 | | Creative Planning | 59,099 | $1,532 | 12/31/2023 | | IBMM | 59,099 | $1,532 | 12/31/2023 | | CFS Investment Advisory Services LLC | 52,707 | $1,367 | 12/31/2023 | | IBMM | 52,707 | $1,367 | 12/31/2023 | | IFP Advisors Inc | 52,484 | $1,361 | 12/31/2023 | | IBMM | 52,484 | $1,361 | 12/31/2023 | | Signature Wealth Management Group | 52,055 | $1,351 | 03/31/2024 | | IBMM | 52,055 | $1,351 | 03/31/2024 | | Paradigm Strategies in Wealth Management LLC | 50,606 | $1,312 | 12/31/2023 | | IBMM | 50,606 | $1,312 | 12/31/2023 | | Sandy Spring Bank | 45,494 | $1,180 | 12/31/2023 | | IBMM | 45,494 | $1,180 | 12/31/2023 | | Woodmont Investment Counsel LLC | 45,350 | $1,177 | 03/31/2024 | | IBMM | 45,350 | $1,177 | 03/31/2024 | | Hills Bank & Trust Co | 44,018 | $1,141 | 12/31/2023 | | IBMM | 44,018 | $1,141 | 12/31/2023 | | Capital Investment Advisors LLC | 43,446 | $1,127 | 03/31/2024 | | IBMM | 43,446 | $1,127 | 03/31/2024 | | Leo Wealth LLC | 43,083 | $1,117 | 12/31/2023 | | IBMM | 43,083 | $1,117 | 12/31/2023 | | AMG National Trust Bank | 42,050 | $1,090 | 12/31/2023 | | IBMM | 42,050 | $1,090 | 12/31/2023 | | Valmark Advisers Inc. | 41,749 | $1,083 | 12/31/2023 | | IBMM | 41,749 | $1,083 | 12/31/2023 | | Savant Capital LLC | 39,339 | $1,020 | 12/31/2023 | | IBMM | 39,339 | $1,020 | 12/31/2023 | | Roof Eidam & Maycock ADV | 37,098 | $962 | 12/31/2023 | | IBMM | 37,098 | $962 | 12/31/2023 | | Eldridge Investment Advisors Inc. | 36,935 | $958 | 12/31/2023 | | IBMM | 36,935 | $958 | 12/31/2023 | | Kestra Private Wealth Services LLC | 36,873 | $956 | 12/31/2023 | | IBMM | 36,873 | $956 | 12/31/2023 | | Royal Harbor Partners LLC | 35,809 | $929 | 12/31/2023 | | IBMM | 35,809 | $929 | 12/31/2023 | | Blue Square Asset Management LLC | 35,264 | $914 | 12/31/2023 | | IBMM | 35,264 | $914 | 12/31/2023 | | Confluence Investment Management LLC | 35,005 | $908 | 03/31/2024 | | IBMM | 35,005 | $908 | 03/31/2024 | | Foundry Financial Group Inc. | 33,975 | $881 | 12/31/2023 | | IBMM | 33,975 | $881 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 32,253 | $836 | 12/31/2023 | | IBMM | 32,253 | $836 | 12/31/2023 | | Garden State Investment Advisory Services LLC | 31,807 | $825 | 12/31/2023 | | IBMM | 31,807 | $825 | 12/31/2023 | | AE Wealth Management LLC | 29,756 | $771 | 12/31/2023 | | IBMM | 29,756 | $771 | 12/31/2023 | | Advisory Services Network LLC | 29,461 | $764 | 12/31/2023 | | IBMM | 29,461 | $764 | 12/31/2023 | | Howland Capital Management LLC | 28,370 | $736 | 12/31/2023 | | IBMM | 28,370 | $736 | 12/31/2023 | | 4J Wealth Management LLC | 27,794 | $721 | 03/31/2024 | | IBMM | 27,794 | $721 | 03/31/2024 | | Segment Wealth Management LLC | 27,550 | $714 | 12/31/2023 | | IBMM | 27,550 | $714 | 12/31/2023 | | Brandywine Oak Private Wealth LLC | 27,518 | $714 | 12/31/2023 | | IBMM | 27,518 | $714 | 12/31/2023 | | Sigma Investment Counselors Inc. | 27,155 | $704 | 12/31/2023 | | IBMM | 27,155 | $704 | 12/31/2023 | | Granite Harbor Advisors Inc. | 26,484 | $687 | 12/31/2023 | | IBMM | 26,484 | $687 | 12/31/2023 | | CWM LLC | 26,198 | $680 | 03/31/2024 | | IBMM | 26,198 | $680 | 03/31/2024 | | Apollon Wealth Management LLC | 26,100 | $677 | 12/31/2023 | | IBMM | 26,100 | $677 | 12/31/2023 | | PFG Private Wealth Management LLC | 25,447 | $660 | 12/31/2023 | | IBMM | 25,447 | $660 | 12/31/2023 | | CI Private Wealth LLC | 25,375 | $658 | 12/31/2023 | | IBMM | 25,375 | $658 | 12/31/2023 | | IHT Wealth Management LLC | 24,003 | $622 | 12/31/2023 | | IBMM | 24,003 | $622 | 12/31/2023 | | Deutsche Bank AG | 21,940 | $569 | 12/31/2023 | | IBMM | 21,940 | $569 | 12/31/2023 | | Lantz Financial LLC | 21,447 | $557 | 03/31/2024 | | IBMM | 21,447 | $557 | 03/31/2024 | | Peloton Wealth Strategists | 19,700 | $511 | 12/31/2023 | | IBMM | 19,700 | $511 | 12/31/2023 | | Evergreen Wealth Solutions LLC | 19,298 | $500 | 12/31/2023 | | IBMM | 19,298 | $500 | 12/31/2023 | | Cornell Pochily Investment Advisors Inc. | 18,722 | $485 | 12/31/2023 | | IBMM | 18,722 | $485 | 12/31/2023 | | Curbstone Financial Management Corp | 18,600 | $483 | 03/31/2024 | | IBMM | 18,600 | $483 | 03/31/2024 | | Princeton Global Asset Management LLC | 17,904 | $464 | 12/31/2023 | | IBMM | 17,904 | $464 | 12/31/2023 | | Waterford Advisors LLC | 17,779 | $461 | 12/31/2023 | | IBMM | 17,779 | $461 | 12/31/2023 | | Archford Capital Strategies LLC | 17,599 | $456 | 12/31/2023 | | IBMM | 17,599 | $456 | 12/31/2023 | | Susquehanna International Group LLP | 17,234 | $447 | 12/31/2023 | | IBMM | 17,234 | $447 | 12/31/2023 | | First Affirmative Financial Network | 16,990 | $441 | 03/31/2024 | | IBMM | 16,990 | $441 | 03/31/2024 | | Gould Asset Management LLC CA | 16,690 | $433 | 12/31/2023 | | IBMM | 16,690 | $433 | 12/31/2023 | | Allworth Financial LP | 16,628 | $431 | 12/31/2023 | | IBMM | 16,628 | $431 | 12/31/2023 | | Janney Montgomery Scott LLC | 16,568 | $430 | 12/31/2023 | | IBMM | 16,568 | $430 | 12/31/2023 | | Commonwealth Financial Services LLC | 16,518 | $428 | 12/31/2023 | | IBMM | 16,518 | $428 | 12/31/2023 | | Ameritas Investment Partners Inc. | 16,392 | $425 | 12/31/2023 | | IBMM | 16,392 | $425 | 12/31/2023 | | Baird Financial Group Inc. | 16,042 | $416 | 12/31/2023 | | IBMM | 16,042 | $416 | 12/31/2023 | | Spinnaker Trust | 15,994 | $415 | 12/31/2023 | | IBMM | 15,994 | $415 | 12/31/2023 | | Wealthstar Advisors LLC | 15,728 | $408 | 03/31/2024 | | IBMM | 15,728 | $408 | 03/31/2024 | | Lincoln National Corp | 15,510 | $402 | 12/31/2023 | | IBMM | 15,510 | $402 | 12/31/2023 | | Rehmann Capital Advisory Group | 15,215 | $395 | 12/31/2023 | | IBMM | 15,215 | $395 | 12/31/2023 | | Prime Capital Investment Advisors LLC | 15,170 | $393 | 12/31/2023 | | IBMM | 15,170 | $393 | 12/31/2023 | | Wrapmanager Inc. | 14,448 | $375 | 12/31/2023 | | IBMM | 14,448 | $375 | 12/31/2023 | | Green Harvest Asset Management LLC | 14,457 | $375 | 12/31/2023 | | IBMM | 14,457 | $375 | 12/31/2023 | | Asset Dedication LLC | 14,360 | $373 | 03/31/2024 | | IBMM | 14,360 | $373 | 03/31/2024 | | RVW Wealth LLC | 13,947 | $362 | 03/31/2024 | | IBMM | 13,947 | $362 | 03/31/2024 | | Coldstream Capital Management Inc. | 13,661 | $354 | 12/31/2023 | | IBMM | 13,661 | $354 | 12/31/2023 | | Beacon Financial Group | 13,002 | $337 | 12/31/2023 | | IBMM | 13,002 | $337 | 12/31/2023 | | Cetera Advisor Networks LLC | 12,943 | $336 | 12/31/2023 | | IBMM | 12,943 | $336 | 12/31/2023 | | Cora Capital Advisors LLC | 12,270 | $318 | 03/31/2024 | | IBMM | 12,270 | $318 | 03/31/2024 | | Horan Securities Inc. | 11,807 | $306 | 12/31/2023 | | IBMM | 11,807 | $306 | 12/31/2023 | | Financial Engines Advisors L.L.C. | 11,552 | $300 | 12/31/2023 | | IBMM | 11,552 | $300 | 12/31/2023 | | Honkamp Krueger Financial Services Inc. | 11,026 | $286 | 12/31/2023 | | IBMM | 11,026 | $286 | 12/31/2023 | | Wilbanks Smith & Thomas Asset Management LLC | 10,897 | $283 | 12/31/2023 | | IBMM | 10,897 | $283 | 12/31/2023 | | Carnegie Capital Asset Management LLC | 10,733 | $278 | 12/31/2023 | | IBMM | 10,733 | $278 | 12/31/2023 | | MONECO Advisors LLC | 10,727 | $278 | 12/31/2023 | | IBMM | 10,727 | $278 | 12/31/2023 | | Kerntke Otto McGlone Wealth Management Group | 10,277 | $267 | 12/31/2023 | | IBMM | 10,277 | $267 | 12/31/2023 | | NovaPoint Capital LLC | 10,136 | $263 | 03/31/2024 | | IBMM | 10,136 | $263 | 03/31/2024 | | Regis Acquisition Inc. | 10,044 | $260 | 12/31/2023 | | IBMM | 10,044 | $260 | 12/31/2023 | | Parallel Advisors LLC | 10,000 | $259 | 12/31/2023 | | IBMM | 10,000 | $259 | 12/31/2023 | | WealthBridge Capital Management LLC | 9,745 | $253 | 12/31/2023 | | IBMM | 9,745 | $253 | 12/31/2023 | | Stockman Wealth Management Inc. | 9,266 | $240 | 03/31/2024 | | IBMM | 9,266 | $240 | 03/31/2024 | | Arrow Financial Corp | 9,145 | $237 | 12/31/2023 | | IBMM | 9,145 | $237 | 12/31/2023 | | Private Trust Co. NA | 8,708 | $226 | 12/31/2023 | | IBMM | 8,708 | $226 | 12/31/2023 | | Argent Trust Co | 8,709 | $226 | 12/31/2023 | | IBMM | 8,709 | $226 | 12/31/2023 | | Private Advisor Group LLC | 8,557 | $222 | 12/31/2023 | | IBMM | 8,557 | $222 | 12/31/2023 | | Colton Groome Financial Advisors LLC | 8,420 | $218 | 03/31/2024 | | IBMM | 8,420 | $218 | 03/31/2024 | | Cary Street Partners Investment Advisory LLC | 8,361 | $217 | 12/31/2023 | | IBMM | 8,361 | $217 | 12/31/2023 | | Cary Street Partners Asset Management LLC | 8,361 | $217 | 12/31/2023 | | IBMM | 8,361 | $217 | 12/31/2023 | | Northcape Wealth Management LLC | 8,300 | $215 | 12/31/2023 | | IBMM | 8,300 | $215 | 12/31/2023 | | Bank of New Hampshire | 7,805 | $203 | 03/31/2024 | | IBMM | 7,805 | $203 | 03/31/2024 | | Ashton Thomas Private Wealth LLC | 7,785 | $202 | 03/31/2024 | | IBMM | 7,785 | $202 | 03/31/2024 | | Harbor Investment Advisory LLC | 6,501 | $169 | 03/31/2024 | | IBMM | 6,501 | $169 | 03/31/2024 | | Evergreen Private Wealth LLC | 5,455 | $142 | 03/31/2024 | | IBMM | 5,455 | $142 | 03/31/2024 | | Front Row Advisors LLC | 4,000 | $104 | 12/31/2023 | | IBMM | 4,000 | $104 | 12/31/2023 | | ORG Partners LLC | 3,840 | $100 | 12/31/2023 | | IBMM | 3,840 | $100 | 12/31/2023 | | Tradition Wealth Management LLC | 2,774 | $72 | 12/31/2023 | | IBMM | 2,774 | $72 | 12/31/2023 | | Principal Securities Inc. | 2,669 | $69 | 12/31/2023 | | IBMM | 2,669 | $69 | 12/31/2023 | | Voisard Asset Management Group Inc. | 1,715 | $45 | 03/31/2024 | | IBMM | 1,715 | $45 | 03/31/2024 | | Benjamin Edwards Inc. | 1,472 | $38 | 12/31/2023 | | IBMM | 1,472 | $38 | 12/31/2023 | | Coston McIsaac & Partners | 1,330 | $34 | 03/31/2024 | | IBMM | 1,330 | $34 | 03/31/2024 | | Tyler Stone Wealth Management | 1,000 | $26 | 12/31/2023 | | IBMM | 1,000 | $26 | 12/31/2023 | | Aspect Partners LLC | 744 | $19 | 12/31/2023 | | IBMM | 744 | $19 | 12/31/2023 | | Stephens Consulting LLC | 697 | $18 | 03/31/2024 | | IBMM | 697 | $18 | 03/31/2024 | | Bogart Wealth LLC | 565 | $15 | 12/31/2023 | | IBMM | 565 | $15 | 12/31/2023 | | Farther Finance Advisors LLC | 484 | $13 | 12/31/2023 | | IBMM | 484 | $13 | 12/31/2023 | | Harbour Investments Inc. | 353 | $9 | 12/31/2023 | | IBMM | 353 | $9 | 12/31/2023 | | JPMorgan Chase & Co. | 164 | $4 | 12/31/2023 | | IBMM | 164 | $4 | 12/31/2023 | | BlackRock Inc. | 141 | $4 | 12/31/2023 | | IBMM | 141 | $4 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | IBMM | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IBMM
See Details: Top 10 Hedge Funds Holding IBMM
Also See: IBMM Holdings Changes
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