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IBMN — Performance
Funds Holding IBMN

On this page, we present all of the funds holding IBMN from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IBMN, with a link to that fund's top holdings. The next columns indicate the amount of IBMN stock held by each of the funds holding IBMN, followed by the IBMN position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 150 funds holding IBMN within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Colony Group LLC. For more details on the positions held by Colony Group LLC (or by any of the other funds holding IBMN), click the fund name in the "Holder" column of the funds-holding-IBMN table below.

HolderAmountPosition Size
($ in 1000's)		 As of
Colony Group LLC2,335,346$62,003 12/31/2023
     IBMN2,335,346$62,003 12/31/2023
Bank of America Corp DE1,598,034$42,420 12/31/2023
     IBMN1,598,034$42,420 12/31/2023
Jane Street Group LLC1,212,738$32,192 12/31/2023
     IBMN1,212,738$32,192 12/31/2023
Morgan Stanley1,029,342$27,324 12/31/2023
     IBMN1,029,342$27,324 12/31/2023
Mercer Global Advisors Inc. ADV902,086$23,946 12/31/2023
     IBMN902,086$23,946 12/31/2023
US Bancorp DE823,811$21,868 12/31/2023
     IBMN823,811$21,868 12/31/2023
Envestnet Asset Management Inc.792,363$21,033 12/31/2023
     IBMN792,363$21,033 12/31/2023
Kathmere Capital Management LLC634,147$16,780 03/31/2024
     IBMN634,147$16,780 03/31/2024
UBS Group AG608,020$16,140 12/31/2023
     IBMN608,020$16,140 12/31/2023
GWM Advisors LLC600,007$15,899 12/31/2023
     IBMN600,007$15,899 12/31/2023
Susquehanna International Group LLP506,754$13,452 12/31/2023
     IBMN506,754$13,452 12/31/2023
Wells Fargo & Company MN457,430$12,142 12/31/2023
     IBMN457,430$12,142 12/31/2023
LPL Financial LLC364,384$9,673 12/31/2023
     IBMN364,384$9,673 12/31/2023
Amplius Wealth Advisors LLC332,542$8,799 03/31/2024
     IBMN332,542$8,799 03/31/2024
Leavell Investment Management Inc.306,401$8,107 03/31/2024
     IBMN306,401$8,107 03/31/2024
Covington Investment Advisors Inc.280,023$7,433 12/31/2023
     IBMN280,023$7,433 12/31/2023
Ashton Thomas Private Wealth LLC251,857$6,664 03/31/2024
     IBMN251,857$6,664 03/31/2024
Commonwealth Equity Services LLC244,532$6,491 12/31/2023
     IBMN244,532$6,491 12/31/2023
Praetorian Wealth Management Inc.239,267$6,331 03/31/2024
     IBMN239,267$6,331 03/31/2024
HighTower Advisors LLC226,006$6,001 12/31/2023
     IBMN226,006$6,001 12/31/2023
Hills Bank & Trust Co225,855$5,995 12/31/2023
     IBMN225,855$5,995 12/31/2023
Truist Financial Corp213,219$5,660 12/31/2023
     IBMN213,219$5,660 12/31/2023
Integrated Wealth Concepts LLC212,795$5,649 12/31/2023
     IBMN212,795$5,649 12/31/2023
Goldman Sachs Group Inc.197,293$5,237 12/31/2023
     IBMN197,293$5,237 12/31/2023
Lbmc Investment Advisors LLC193,860$5,130 03/31/2024
     IBMN193,860$5,130 03/31/2024
Raymond James Financial Services Advisors Inc.163,703$4,332 03/31/2024
     IBMN163,703$4,332 03/31/2024
Northwestern Mutual Wealth Management Co.158,013$4,194 12/31/2023
     IBMN158,013$4,194 12/31/2023
Raymond James & Associates151,539$4,010 03/31/2024
     IBMN151,539$4,010 03/31/2024
Cyndeo Wealth Partners LLC146,545$3,878 03/31/2024
     IBMN146,545$3,878 03/31/2024
Newman Dignan & Sheerar Inc.139,021$3,690 12/31/2023
     IBMN139,021$3,690 12/31/2023
Quantum Financial Advisors LLC137,917$3,649 03/31/2024
     IBMN137,917$3,649 03/31/2024
Royal Bank of Canada136,268$3,617 12/31/2023
     IBMN136,268$3,617 12/31/2023
Stifel Financial Corp132,692$3,522 12/31/2023
     IBMN132,692$3,522 12/31/2023
Sound View Wealth Advisors Group LLC118,443$3,144 12/31/2023
     IBMN118,443$3,144 12/31/2023
Paradiem LLC114,986$3,043 03/31/2024
     IBMN114,986$3,043 03/31/2024
Cypress Point Wealth Management LLC113,000$3,000 12/31/2023
     IBMN113,000$3,000 12/31/2023
United Capital Financial Advisers LLC106,231$2,820 12/31/2023
     IBMN106,231$2,820 12/31/2023
Flow Traders U.S. LLC105,305$2,795 12/31/2023
     IBMN105,305$2,795 12/31/2023
Gateway Advisory LLC104,957$2,786 12/31/2023
     IBMN104,957$2,786 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC100,140$2,658 12/31/2023
     IBMN100,140$2,658 12/31/2023
Beacon Pointe Advisors LLC99,882$2,651 12/31/2023
     IBMN99,882$2,651 12/31/2023
CENTRAL TRUST Co98,659$2,611 03/31/2024
     IBMN98,659$2,611 03/31/2024
New England Private Wealth Advisors LLC96,872$2,571 12/31/2023
     IBMN96,872$2,571 12/31/2023
Woodmont Investment Counsel LLC94,650$2,504 03/31/2024
     IBMN94,650$2,504 03/31/2024
Stonebridge Capital Advisors LLC90,575$2,404 12/31/2023
     IBMN90,575$2,404 12/31/2023
Steward Partners Investment Advisory LLC85,166$2,261 12/31/2023
     IBMN85,166$2,261 12/31/2023
Sentinel Pension Advisors Inc.83,100$2,206 12/31/2023
     IBMN83,100$2,206 12/31/2023
Cambridge Investment Research Advisors Inc.82,662$2,187 03/31/2024
     IBMN82,662$2,187 03/31/2024
Mariner LLC80,812$2,145 12/31/2023
     IBMN80,812$2,145 12/31/2023
Regions Financial Corp76,109$2,014 03/31/2024
     IBMN76,109$2,014 03/31/2024
Captrust Financial Advisors75,813$2,012 12/31/2023
     IBMN75,813$2,012 12/31/2023
Leo Wealth LLC70,507$1,872 12/31/2023
     IBMN70,507$1,872 12/31/2023
Atwater Malick LLC63,049$1,668 03/31/2024
     IBMN63,049$1,668 03/31/2024
Sonata Capital Group Inc.62,460$1,658 12/31/2023
     IBMN62,460$1,658 12/31/2023
Howland Capital Management LLC62,365$1,655 12/31/2023
     IBMN62,365$1,655 12/31/2023
Ameriprise Financial Inc.57,963$1,539 12/31/2023
     IBMN57,963$1,539 12/31/2023
Scissortail Wealth Management LLC57,490$1,521 12/31/2023
     IBMN57,490$1,521 12/31/2023
Signature Wealth Management Group57,422$1,515 03/31/2024
     IBMN57,422$1,515 03/31/2024
Atria Investments LLC55,463$1,472 12/31/2023
     IBMN55,463$1,472 12/31/2023
Envision Financial Planning LLC55,009$1,460 12/31/2023
     IBMN55,009$1,460 12/31/2023
Lido Advisors LLC54,251$1,440 12/31/2023
     IBMN54,251$1,440 12/31/2023
Creative Planning52,751$1,400 12/31/2023
     IBMN52,751$1,400 12/31/2023
Foundry Financial Group Inc.51,871$1,377 12/31/2023
     IBMN51,871$1,377 12/31/2023
Advisor Group Holdings Inc.51,542$1,368 12/31/2023
     IBMN51,542$1,368 12/31/2023
Blue Square Asset Management LLC49,507$1,314 12/31/2023
     IBMN49,507$1,314 12/31/2023
Benjamin F. Edwards & Company Inc.47,815$1,269 12/31/2023
     IBMN47,815$1,269 12/31/2023
CFS Investment Advisory Services LLC46,322$1,230 12/31/2023
     IBMN46,322$1,230 12/31/2023
Droms Strauss Advisors Inc. MO ADV45,449$1,206 12/31/2023
     IBMN45,449$1,206 12/31/2023
Phillips Financial Management LLC40,804$1,080 03/31/2024
     IBMN40,804$1,080 03/31/2024
Valmark Advisers Inc.39,773$1,056 12/31/2023
     IBMN39,773$1,056 12/31/2023
Stratos Wealth Partners LTD.38,430$1,017 03/31/2024
     IBMN38,430$1,017 03/31/2024
Sandy Spring Bank37,365$992 12/31/2023
     IBMN37,365$992 12/31/2023
Capital Investment Advisors LLC34,714$919 03/31/2024
     IBMN34,714$919 03/31/2024
Roof Eidam & Maycock ADV34,450$914 12/31/2023
     IBMN34,450$914 12/31/2023
IFP Advisors Inc34,048$904 12/31/2023
     IBMN34,048$904 12/31/2023
Royal Harbor Partners LLC33,039$877 12/31/2023
     IBMN33,039$877 12/31/2023
Paradigm Strategies in Wealth Management LLC31,162$827 12/31/2023
     IBMN31,162$827 12/31/2023
Garden State Investment Advisory Services LLC31,075$825 12/31/2023
     IBMN31,075$825 12/31/2023
Apollon Wealth Management LLC29,500$783 12/31/2023
     IBMN29,500$783 12/31/2023
Confluence Investment Management LLC29,090$770 03/31/2024
     IBMN29,090$770 03/31/2024
Wilbanks Smith & Thomas Asset Management LLC28,316$752 12/31/2023
     IBMN28,316$752 12/31/2023
Savant Capital LLC27,391$727 12/31/2023
     IBMN27,391$727 12/31/2023
Lantz Financial LLC25,482$674 03/31/2024
     IBMN25,482$674 03/31/2024
Granite Harbor Advisors Inc.25,336$673 12/31/2023
     IBMN25,336$673 12/31/2023
Peloton Wealth Strategists25,000$664 12/31/2023
     IBMN25,000$664 12/31/2023
Cresset Asset Management LLC24,750$657 12/31/2023
     IBMN24,750$657 12/31/2023
IHT Wealth Management LLC23,391$621 12/31/2023
     IBMN23,391$621 12/31/2023
Lincoln National Corp22,518$598 12/31/2023
     IBMN22,518$598 12/31/2023
Cetera Advisor Networks LLC21,678$575 12/31/2023
     IBMN21,678$575 12/31/2023
Kades & Cheifetz LLC21,184$562 12/31/2023
     IBMN21,184$562 12/31/2023
4J Wealth Management LLC20,843$552 03/31/2024
     IBMN20,843$552 03/31/2024
AE Wealth Management LLC20,557$544 12/31/2023
     IBMN20,557$544 12/31/2023
Klingman & Associates LLC19,701$523 12/31/2023
     IBMN19,701$523 12/31/2023
Archford Capital Strategies LLC19,242$509 03/31/2024
     IBMN19,242$509 03/31/2024
Private Advisor Group LLC18,302$486 12/31/2023
     IBMN18,302$486 12/31/2023
CWM LLC18,322$485 03/31/2024
     IBMN18,322$485 03/31/2024
TCG Advisory Services LLC17,562$466 12/31/2023
     IBMN17,562$466 12/31/2023
PFG Private Wealth Management LLC17,179$455 03/31/2024
     IBMN17,179$455 03/31/2024
Brandywine Oak Private Wealth LLC16,386$435 12/31/2023
     IBMN16,386$435 12/31/2023
Gould Asset Management LLC CA16,345$434 12/31/2023
     IBMN16,345$434 12/31/2023
Commonwealth Financial Services LLC16,143$429 12/31/2023
     IBMN16,143$429 12/31/2023
Spinnaker Trust14,734$391 12/31/2023
     IBMN14,734$391 12/31/2023
Wrapmanager Inc.14,182$376 12/31/2023
     IBMN14,182$376 12/31/2023
First Affirmative Financial Network14,084$373 03/31/2024
     IBMN14,084$373 03/31/2024
BCS Wealth Management14,037$371 03/31/2024
     IBMN14,037$371 03/31/2024
Legacy Private Trust Co.13,629$361 03/31/2024
     IBMN13,629$361 03/31/2024
Princeton Global Asset Management LLC13,528$359 12/31/2023
     IBMN13,528$359 12/31/2023
Citadel Advisors LLC13,106$348 12/31/2023
     IBMN13,106$348 12/31/2023
WealthBridge Capital Management LLC12,055$320 12/31/2023
     IBMN12,055$320 12/31/2023
Cora Capital Advisors LLC11,950$316 03/31/2024
     IBMN11,950$316 03/31/2024
Baird Financial Group Inc.11,921$316 12/31/2023
     IBMN11,921$316 12/31/2023
Horan Securities Inc.11,548$307 12/31/2023
     IBMN11,548$307 12/31/2023
Wick Capital Partners LLC11,253$299 12/31/2023
     IBMN11,253$299 12/31/2023
Johnson Bixby & Associates LLC11,115$294 03/31/2024
     IBMN11,115$294 03/31/2024
Ameritas Investment Partners Inc.10,860$288 12/31/2023
     IBMN10,860$288 12/31/2023
AMG National Trust Bank10,743$285 12/31/2023
     IBMN10,743$285 12/31/2023
Asset Dedication LLC10,709$282 03/31/2024
     IBMN10,709$282 03/31/2024
Coldstream Capital Management Inc.10,476$278 12/31/2023
     IBMN10,476$278 12/31/2023
MONECO Advisors LLC10,468$277 03/31/2024
     IBMN10,468$277 03/31/2024
Rehmann Capital Advisory Group10,412$276 12/31/2023
     IBMN10,412$276 12/31/2023
Mutual Advisors LLC10,205$271 12/31/2023
     IBMN10,205$271 12/31/2023
Glenview Trust Co10,085$268 12/31/2023
     IBMN10,085$268 12/31/2023
NovaPoint Capital LLC10,009$265 03/31/2024
     IBMN10,009$265 03/31/2024
Parallel Advisors LLC10,000$265 12/31/2023
     IBMN10,000$265 12/31/2023
WJ Wealth Management LLC9,551$253 03/31/2024
     IBMN9,551$253 03/31/2024
Janney Montgomery Scott LLC9,367$249 12/31/2023
     IBMN9,367$249 12/31/2023
Colton Groome Financial Advisors LLC9,310$246 03/31/2024
     IBMN9,310$246 03/31/2024
Carnegie Capital Asset Management LLC9,016$239 12/31/2023
     IBMN9,016$239 12/31/2023
Arrow Financial Corp8,946$237 12/31/2023
     IBMN8,946$237 12/31/2023
Argent Trust Co8,582$228 12/31/2023
     IBMN8,582$228 12/31/2023
Comerica Bank8,167$217 12/31/2023
     IBMN8,167$217 12/31/2023
Financial Engines Advisors L.L.C.7,544$200 12/31/2023
     IBMN7,544$200 12/31/2023
Advisory Services Network LLC7,166$190 12/31/2023
     IBMN7,166$190 12/31/2023
Private Trust Co. NA6,387$169 03/31/2024
     IBMN6,387$169 03/31/2024
Evergreen Private Wealth LLC4,462$118 03/31/2024
     IBMN4,462$118 03/31/2024
ORG Partners LLC3,700$98 12/31/2023
     IBMN3,700$98 12/31/2023
Harbor Investment Advisory LLC3,440$91 03/31/2024
     IBMN3,440$91 03/31/2024
Principal Securities Inc.2,575$68 12/31/2023
     IBMN2,575$68 12/31/2023
Harbour Investments Inc.2,271$60 12/31/2023
     IBMN2,271$60 12/31/2023
JPMorgan Chase & Co.1,714$46 12/31/2023
     IBMN1,714$46 12/31/2023
Tradition Wealth Management LLC1,220$32 12/31/2023
     IBMN1,220$32 12/31/2023
Allworth Financial LP763$20 03/31/2024
     IBMN763$20 03/31/2024
Aspect Partners LLC728$19 12/31/2023
     IBMN728$19 12/31/2023
Ogorek Anthony Joseph NY ADV709$18 12/31/2023
     IBMN709$18 12/31/2023
Benjamin Edwards Inc.577$15 12/31/2023
     IBMN577$15 12/31/2023
Farther Finance Advisors LLC471$13 12/31/2023
     IBMN471$13 12/31/2023
Stephens Consulting LLC300$8 03/31/2024
     IBMN300$8 03/31/2024
BlackRock Inc.137$4 12/31/2023
     IBMN137$4 12/31/2023
Bank of New Hampshire110$3 03/31/2024
     IBMN110$3 03/31/2024
Huntington National Bank1$0 12/31/2023
     IBMN1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     IBMN0$0 12/31/2023

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

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