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Funds Holding IEO

On this page, we present all of the funds holding IEO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IEO, with a link to that fund's top holdings. The next columns indicate the amount of IEO stock held by each of the funds holding IEO, followed by the IEO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 176 funds holding IEO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Granite Bay Wealth Management LLC. For more details on the positions held by Granite Bay Wealth Management LLC (or by any of the other funds holding IEO), click the fund name in the "Holder" column of the funds-holding-IEO table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Granite Bay Wealth Management LLC2,075,791$196,972 12/31/2023
     IEO2,075,791$196,972 12/31/2023
Morgan Stanley513,996$47,899 12/31/2023
     IEO513,996$47,899 12/31/2023
Bank of America Corp DE186,088$17,342 12/31/2023
     IEO186,088$17,342 12/31/2023
Wells Fargo & Company MN153,577$14,312 12/31/2023
     IEO153,577$14,312 12/31/2023
Goldman Sachs Group Inc.137,206$12,786 12/31/2023
     IEO137,206$12,786 12/31/2023
Ameriprise Financial Inc.110,358$10,283 12/31/2023
     IEO110,358$10,283 12/31/2023
Royal Bank of Canada107,085$9,980 12/31/2023
     IEO107,085$9,980 12/31/2023
LPL Financial LLC104,154$9,706 12/31/2023
     IEO104,154$9,706 12/31/2023
MML Investors Services LLC88,760$8,272 12/31/2023
     IEO88,760$8,272 12/31/2023
Amica Mutual Insurance Co.86,900$8,098 12/31/2023
     IEO86,900$8,098 12/31/2023
Envestnet Asset Management Inc.85,057$7,926 12/31/2023
     IEO85,057$7,926 12/31/2023
MinichMacGregor Wealth Management LLC62,273$6,718 03/31/2024
     IEO62,273$6,718 03/31/2024
Stifel Financial Corp66,895$6,234 12/31/2023
     IEO66,895$6,234 12/31/2023
Commonwealth Equity Services LLC64,337$5,996 12/31/2023
     IEO64,337$5,996 12/31/2023
UBS Group AG63,100$5,880 12/31/2023
     IEO63,100$5,880 12/31/2023
Two Sigma Investments LP61,400$5,722 12/31/2023
     IEO61,400$5,722 12/31/2023
Raymond James & Associates60,614$5,649 12/31/2023
     IEO60,614$5,649 12/31/2023
Spectrum Wealth Counsel LLC55,232$5,147 12/31/2023
     IEO55,232$5,147 12/31/2023
BNP Paribas Arbitrage SA49,333$4,597 12/31/2023
     IEO49,333$4,597 12/31/2023
Advisor Group Holdings Inc.46,701$4,352 12/31/2023
     IEO46,701$4,352 12/31/2023
Raymond James Financial Services Advisors Inc.45,568$4,246 12/31/2023
     IEO45,568$4,246 12/31/2023
Grimes & Company Inc.33,368$3,569 03/31/2024
     IEO33,368$3,569 03/31/2024
Citadel Advisors LLC $3,216 12/31/2023
     Call38,500$3,588 12/31/2023
     Put37,800$3,523 12/31/2023
     IEO33,817$3,151 12/31/2023
Canal Capital Management LLC31,061$2,895 12/31/2023
     IEO31,061$2,895 12/31/2023
Cottonwood Capital Advisors LLC30,866$2,876 12/31/2023
     IEO30,866$2,876 12/31/2023
Carret Asset Management LLC25,246$2,701 03/31/2024
     IEO25,246$2,701 03/31/2024
SPC Financial Inc.28,266$2,634 12/31/2023
     IEO28,266$2,634 12/31/2023
D.A. Davidson & CO.24,967$2,327 12/31/2023
     IEO24,967$2,327 12/31/2023
Truist Financial Corp24,788$2,310 12/31/2023
     IEO24,788$2,310 12/31/2023
Martin & Co. Inc. TN23,256$2,167 12/31/2023
     IEO23,256$2,167 12/31/2023
Principal Securities Inc.22,929$2,137 12/31/2023
     IEO22,929$2,137 12/31/2023
Johnson Investment Counsel Inc.22,581$2,104 12/31/2023
     IEO22,581$2,104 12/31/2023
Cambridge Investment Research Advisors Inc.21,779$2,030 12/31/2023
     IEO21,779$2,030 12/31/2023
Beacon Pointe Advisors LLC21,136$1,970 12/31/2023
     IEO21,136$1,970 12/31/2023
Mutual Advisors LLC21,080$1,964 12/31/2023
     IEO21,080$1,964 12/31/2023
Alhambra Investment Partners LLC18,062$1,932 03/31/2024
     IEO18,062$1,932 03/31/2024
Flow Traders U.S. LLC20,459$1,907 12/31/2023
     IEO20,459$1,907 12/31/2023
The Manufacturers Life Insurance Company 20,308$1,893 12/31/2023
     IEO20,308$1,893 12/31/2023
Northwestern Mutual Wealth Management Co.20,196$1,882 12/31/2023
     IEO20,196$1,882 12/31/2023
Mariner LLC18,487$1,723 12/31/2023
     IEO18,487$1,723 12/31/2023
Brookstone Capital Management15,881$1,699 03/31/2024
     IEO15,881$1,699 03/31/2024
Independent Family Office LLC17,899$1,668 12/31/2023
     IEO17,899$1,668 12/31/2023
Benedict Financial Advisors Inc.17,559$1,636 12/31/2023
     IEO17,559$1,636 12/31/2023
Qube Research & Technologies Ltd17,114$1,595 12/31/2023
     IEO17,114$1,595 12/31/2023
CIBC World Markets Inc.16,658$1,552 12/31/2023
     IEO16,658$1,552 12/31/2023
Wealth Management Partners LLC13,554$1,450 03/31/2024
     IEO13,554$1,450 03/31/2024
HRT Financial LP15,558$1,449 12/31/2023
     IEO15,558$1,449 12/31/2023
PCG Wealth Advisors LLC15,262$1,422 12/31/2023
     IEO15,262$1,422 12/31/2023
JPMorgan Chase & Co.14,618$1,362 12/31/2023
     IEO14,618$1,362 12/31/2023
Janney Montgomery Scott LLC13,986$1,303 12/31/2023
     IEO13,986$1,303 12/31/2023
Viawealth LLC13,789$1,285 12/31/2023
     IEO13,789$1,285 12/31/2023
Kingsview Wealth Management LLC13,011$1,212 12/31/2023
     IEO13,011$1,212 12/31/2023
Prudential Financial Inc.12,982$1,210 12/31/2023
     IEO12,982$1,210 12/31/2023
Audent Global Asset Management LLC12,504$1,165 12/31/2023
     IEO12,504$1,165 12/31/2023
Equitable Holdings Inc.11,008$1,026 12/31/2023
     IEO11,008$1,026 12/31/2023
Private Advisor Group LLC10,935$1,019 12/31/2023
     IEO10,935$1,019 12/31/2023
D. E. Shaw & Co. Inc.10,638$992 12/31/2023
     IEO10,638$992 12/31/2023
SG Americas Securities LLC9,900$923 12/31/2023
     IEO9,900$923 12/31/2023
Guyasuta Investment Advisors Inc.8,486$908 03/31/2024
     IEO8,486$908 03/31/2024
Renaissance Technologies LLC9,500$885 12/31/2023
     IEO9,500$885 12/31/2023
Mezzasalma Advisors LLC8,658$807 12/31/2023
     IEO8,658$807 12/31/2023
Jane Street Group LLC8,648$806 12/31/2023
     IEO8,648$806 12/31/2023
Mraz Amerine & Associates Inc.8,205$765 12/31/2023
     IEO8,205$765 12/31/2023
Cypress Asset Management Inc. TX8,136$758 12/31/2023
     IEO8,136$758 12/31/2023
J.W. Cole Advisors Inc.8,090$754 12/31/2023
     IEO8,090$754 12/31/2023
Stephens Inc. AR7,867$733 12/31/2023
     IEO7,867$733 12/31/2023
Endowment Wealth Management Inc.7,053$657 12/31/2023
     IEO7,053$657 12/31/2023
First Foundation Advisors6,840$637 12/31/2023
     IEO6,840$637 12/31/2023
Wolverine Trading LLC $634 12/31/2023
     Call11,000$1,025 12/31/2023
     Put4,200$391 12/31/2023
Avantax Advisory Services Inc.6,765$630 12/31/2023
     IEO6,765$630 12/31/2023
Visionary Wealth Advisors6,756$630 12/31/2023
     IEO6,756$630 12/31/2023
Creative Planning6,347$591 12/31/2023
     IEO6,347$591 12/31/2023
Wedbush Securities Inc.6,310$588 12/31/2023
     IEO6,310$588 12/31/2023
Cetera Advisor Networks LLC6,221$580 12/31/2023
     IEO6,221$580 12/31/2023
Kestra Advisory Services LLC6,041$563 12/31/2023
     IEO6,041$563 12/31/2023
IHT Wealth Management LLC5,715$533 12/31/2023
     IEO5,715$533 12/31/2023
Gill Capital Partners LLC5,602$522 12/31/2023
     IEO5,602$522 12/31/2023
Highview Capital Management LLC DE 5,391$502 12/31/2023
     IEO5,391$502 12/31/2023
Two Sigma Advisers LP5,100$475 12/31/2023
     IEO5,100$475 12/31/2023
Altfest L J & Co. Inc.5,035$469 12/31/2023
     IEO5,035$469 12/31/2023
RSM US Wealth Management LLC4,861$453 12/31/2023
     IEO4,861$453 12/31/2023
Cresset Asset Management LLC4,845$451 12/31/2023
     IEO4,845$451 12/31/2023
Tower Research Capital LLC TRC 4,730$441 12/31/2023
     IEO4,730$441 12/31/2023
AE Wealth Management LLC4,503$416 12/31/2023
     IEO4,503$416 12/31/2023
Concurrent Investment Advisors LLC4,171$389 12/31/2023
     IEO4,171$389 12/31/2023
Telemus Capital LLC4,132$385 12/31/2023
     IEO4,132$385 12/31/2023
Cetera Advisors LLC3,835$357 12/31/2023
     IEO3,835$357 12/31/2023
HighTower Advisors LLC3,564$331 12/31/2023
     IEO3,564$331 12/31/2023
Poehling Capital Management LLC3,500$326 12/31/2023
     IEO3,500$326 12/31/2023
Custom Index Systems LLC3,470$323 12/31/2023
     IEO3,470$323 12/31/2023
National Asset Management Inc.3,427$319 12/31/2023
     IEO3,427$319 12/31/2023
Sunbelt Securities Inc.2,972$318 03/31/2024
     IEO2,972$318 03/31/2024
Fifth Third Securities Inc.2,828$303 03/31/2024
     IEO2,828$303 03/31/2024
Trexquant Investment LP3,144$293 12/31/2023
     IEO3,144$293 12/31/2023
Stratos Wealth Partners LTD.2,690$288 03/31/2024
     IEO2,690$288 03/31/2024
Joseph P. Lucia & Associates LLC3,070$286 12/31/2023
     IEO3,070$286 12/31/2023
Invesco Ltd.3,032$283 12/31/2023
     IEO3,032$283 12/31/2023
Fiduciary Trust Co.3,005$280 12/31/2023
     IEO3,005$280 12/31/2023
Two Sigma Securities LLC2,943$274 12/31/2023
     IEO2,943$274 12/31/2023
Atlas Private Wealth Advisors2,900$270 12/31/2023
     IEO2,900$270 12/31/2023
Advisory Services Network LLC2,873$268 12/31/2023
     IEO2,873$268 12/31/2023
Citigroup Inc.2,749$256 12/31/2023
     IEO2,749$256 12/31/2023
Mercer Global Advisors Inc. ADV2,736$255 12/31/2023
     IEO2,736$255 12/31/2023
Prospera Financial Services Inc2,626$245 12/31/2023
     IEO2,626$245 12/31/2023
Essex Financial Services Inc.2,589$241 12/31/2023
     IEO2,589$241 12/31/2023
Meridian Wealth Management LLC2,573$240 12/31/2023
     IEO2,573$240 12/31/2023
Wealth Enhancement Advisory Services LLC2,217$237 03/31/2024
     IEO2,217$237 03/31/2024
Millennium Management LLC2,420$226 12/31/2023
     IEO2,420$226 12/31/2023
Gladstone Institutional Advisory LLC2,428$226 12/31/2023
     IEO2,428$226 12/31/2023
Sumitomo Mitsui Financial Group Inc.2,373$221 12/31/2023
     IEO2,373$221 12/31/2023
Sigma Planning Corp2,360$220 12/31/2023
     IEO2,360$220 12/31/2023
Harbor Investment Advisory LLC2,050$219 03/31/2024
     IEO2,050$219 03/31/2024
First Horizon Advisors Inc.2,262$211 12/31/2023
     IEO2,262$211 12/31/2023
Crumly & Associates Inc.2,263$209 12/31/2023
     IEO2,263$209 12/31/2023
Investors Research Corp2,143$200 12/31/2023
     IEO2,143$200 12/31/2023
TD Waterhouse Canada Inc.2,094$198 12/31/2023
     IEO2,094$198 12/31/2023
Blair William & Co. IL2,100$196 12/31/2023
     IEO2,100$196 12/31/2023
IFP Advisors Inc1,890$176 12/31/2023
     IEO1,890$176 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC1,825$170 12/31/2023
     IEO1,825$170 12/31/2023
Parallel Advisors LLC1,768$165 12/31/2023
     IEO1,768$165 12/31/2023
Ancora Advisors LLC1,455$136 12/31/2023
     IEO1,455$136 12/31/2023
Tradition Wealth Management LLC1,407$131 12/31/2023
     IEO1,407$131 12/31/2023
EverSource Wealth Advisors LLC1,393$130 12/31/2023
     IEO1,393$130 12/31/2023
Zurcher Kantonalbank Zurich Cantonalbank 1,219$114 12/31/2023
     IEO1,219$114 12/31/2023
Simplex Trading LLC1,118$104 12/31/2023
     IEO1,118$104 12/31/2023
NBC Securities Inc.925$98 03/31/2024
     IEO925$98 03/31/2024
Glenmede Trust Co. NA1,023$95 12/31/2023
     IEO1,023$95 12/31/2023
Comerica Bank952$89 12/31/2023
     IEO952$89 12/31/2023
Harbour Investments Inc.906$84 12/31/2023
     IEO906$84 12/31/2023
Whittier Trust Co. of Nevada Inc.800$75 12/31/2023
     IEO800$75 12/31/2023
Tyler Stone Wealth Management642$60 12/31/2023
     IEO642$60 12/31/2023
Wells Financial Advisors INC600$56 12/31/2023
     IEO600$56 12/31/2023
CWM LLC513$55 03/31/2024
     IEO513$55 03/31/2024
Winch Advisory Services LLC553$52 12/31/2023
     IEO553$52 12/31/2023
Hollencrest Capital Management500$47 12/31/2023
     IEO500$47 12/31/2023
Gradient Investments LLC423$39 12/31/2023
     IEO423$39 12/31/2023
Anchor Investment Management LLC404$38 12/31/2023
     IEO404$38 12/31/2023
Founders Capital Management350$37 03/31/2024
     IEO350$37 03/31/2024
Householder Group Estate & Retirement Specialist LLC355$33 12/31/2023
     IEO355$33 12/31/2023
Global Retirement Partners LLC349$31 12/31/2023
     IEO349$31 12/31/2023
Cedar Mountain Advisors LLC255$27 03/31/2024
     IEO255$27 03/31/2024
GPS Wealth Strategies Group LLC250$23 12/31/2023
     IEO250$23 12/31/2023
HighMark Wealth Management LLC250$23 12/31/2023
     IEO250$23 12/31/2023
Allworth Financial LP220$21 12/31/2023
     IEO220$21 12/31/2023
Spire Wealth Management235$21 12/31/2023
     IEO235$21 12/31/2023
New England Capital Financial Advisors LLC225$21 12/31/2023
     IEO225$21 12/31/2023
FMR LLC217$20 12/31/2023
     IEO217$20 12/31/2023
Bangor Savings Bank181$19 03/31/2024
     IEO181$19 03/31/2024
Caldwell Sutter Capital Inc.200$19 12/31/2023
     IEO200$19 12/31/2023
The PNC Financial Services Group Inc.200$19 12/31/2023
     IEO200$19 12/31/2023
Howe & Rusling Inc.200$19 12/31/2023
     IEO200$19 12/31/2023
Whittier Trust Co.203$19 12/31/2023
     IEO203$19 12/31/2023
Carolinas Wealth Consulting LLC202$19 12/31/2023
     IEO202$19 12/31/2023
Riggs Asset Managment Co. Inc.197$18 12/31/2023
     IEO197$18 12/31/2023
Steward Partners Investment Advisory LLC175$16 12/31/2023
     IEO175$16 12/31/2023
Founders Financial Alliance LLC163$15 12/31/2023
     IEO163$15 12/31/2023
Turtle Creek Wealth Advisors LLC135$13 12/31/2023
     IEO135$13 12/31/2023
Sandy Spring Bank123$11 12/31/2023
     IEO123$11 12/31/2023
Lindbrook Capital LLC102$10 12/31/2023
     IEO102$10 12/31/2023
Impact Partnership Wealth LLC74$7 12/31/2023
     IEO74$7 12/31/2023
Tidemark LLC70$7 12/31/2023
     IEO70$7 12/31/2023
National Bank of Canada FI60$6 12/31/2023
     IEO60$6 12/31/2023
Bank of Montreal Can50$5 12/31/2023
     IEO50$5 12/31/2023
Newbridge Financial Services Group Inc.55$5 12/31/2023
     IEO55$5 12/31/2023
Focused Wealth Management Inc48$4 12/31/2023
     IEO48$4 12/31/2023
Laurel Wealth Advisors LLC45$4 12/31/2023
     IEO45$4 12/31/2023
JJJ Advisors Inc.30$3 03/31/2024
     IEO30$3 03/31/2024
Evermay Wealth Management LLC31$3 12/31/2023
     IEO31$3 12/31/2023
Scarborough Advisors LLC35$3 12/31/2023
     IEO35$3 12/31/2023
US Bancorp DE18$2 12/31/2023
     IEO18$2 12/31/2023
O Shaughnessy Asset Management LLC26$2 12/31/2023
     IEO26$2 12/31/2023
VitalStone Financial LLC26$2 12/31/2023
     IEO26$2 12/31/2023
Register Financial Advisors LLC4$0 03/31/2024
     IEO4$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     IEO0$0 12/31/2023
Cutler Group LP $0 12/31/2023
     Call1,100$0 12/31/2023
Activest Wealth Management4$0 12/31/2023
     IEO4$0 12/31/2023
Susquehanna International Group LLP14,800$-1,467 12/31/2023
     Put70,700$6,589 12/31/2023
     IEO40,170$3,743 12/31/2023
     Call14,800$1,379 12/31/2023

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

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