Holdings Channel
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Funds Holding IFRA

On this page, we present all of the funds holding IFRA from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IFRA, with a link to that fund's top holdings. The next columns indicate the amount of IFRA stock held by each of the funds holding IFRA, followed by the IFRA position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 375 funds holding IFRA within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Envestnet Asset Management Inc.. For more details on the positions held by Envestnet Asset Management Inc. (or by any of the other funds holding IFRA), click the fund name in the "Holder" column of the funds-holding-IFRA table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.6,993,830$281,642 12/31/2023
     IFRA6,993,830$281,642 12/31/2023
Bank of America Corp DE6,240,500$251,305 12/31/2023
     IFRA6,240,500$251,305 12/31/2023
LPL Financial LLC1,810,443$72,907 12/31/2023
     IFRA1,810,443$72,907 12/31/2023
Morgan Stanley1,680,761$67,684 12/31/2023
     IFRA1,680,761$67,684 12/31/2023
JPMorgan Chase & Co.1,259,093$50,704 12/31/2023
     IFRA1,259,093$50,704 12/31/2023
Advisor Group Holdings Inc.1,024,992$41,308 12/31/2023
     IFRA1,024,992$41,308 12/31/2023
BlackRock Inc.1,021,467$41,134 12/31/2023
     IFRA1,021,467$41,134 12/31/2023
CWM LLC925,049$40,110 03/31/2024
     IFRA925,049$40,110 03/31/2024
Envestnet Portfolio Solutions Inc.977,037$39,345 12/31/2023
     IFRA977,037$39,345 12/31/2023
Wharton Business Group LLC828,470$33,362 12/31/2023
     IFRA828,470$33,362 12/31/2023
Mariner LLC792,999$31,934 12/31/2023
     IFRA792,999$31,934 12/31/2023
Park Avenue Securities LLC697,796$30,256 03/31/2024
     IFRA697,796$30,256 03/31/2024
Hsbc Holdings PLC680,734$27,413 12/31/2023
     IFRA680,734$27,413 12/31/2023
MML Investors Services LLC655,200$26,385 12/31/2023
     IFRA655,200$26,385 12/31/2023
Ameriprise Financial Inc.617,584$24,854 12/31/2023
     IFRA617,584$24,854 12/31/2023
Wells Fargo & Company MN472,184$19,015 12/31/2023
     IFRA472,184$19,015 12/31/2023
Janney Montgomery Scott LLC464,986$18,725 12/31/2023
     IFRA464,986$18,725 12/31/2023
The PNC Financial Services Group Inc.441,250$17,769 12/31/2023
     IFRA441,250$17,769 12/31/2023
Commonwealth Equity Services LLC315,916$13,698 03/31/2024
     IFRA315,916$13,698 03/31/2024
Integrated Wealth Concepts LLC300,206$12,089 12/31/2023
     IFRA300,206$12,089 12/31/2023
Sumitomo Life Insurance Co.273,000$11,837 03/31/2024
     IFRA273,000$11,837 03/31/2024
Bank of New York Mellon Corp267,881$11,615 03/31/2024
     IFRA267,881$11,615 03/31/2024
Evergreen Capital Management LLC279,260$11,246 12/31/2023
     IFRA279,260$11,246 12/31/2023
Northwestern Mutual Wealth Management Co.274,038$11,036 12/31/2023
     IFRA274,038$11,036 12/31/2023
Financial Gravity Asset Management Inc.259,757$10,460 12/31/2023
     IFRA259,757$10,460 12/31/2023
JB Capital LLC240,553$10,430 03/31/2024
     IFRA240,553$10,430 03/31/2024
Cetera Advisor Networks LLC255,427$10,286 12/31/2023
     IFRA255,427$10,286 12/31/2023
Stifel Financial Corp251,820$10,141 12/31/2023
     IFRA251,820$10,141 12/31/2023
AE Wealth Management LLC252,048$9,790 12/31/2023
     IFRA252,048$9,790 12/31/2023
United Capital Financial Advisers LLC242,506$9,766 12/31/2023
     IFRA242,506$9,766 12/31/2023
Laurel Wealth Planning LLC216,198$9,374 03/31/2024
     IFRA216,198$9,374 03/31/2024
Patton Albertson Miller Group LLC213,066$9,239 03/31/2024
     IFRA213,066$9,239 03/31/2024
Creative Planning228,948$9,220 12/31/2023
     IFRA228,948$9,220 12/31/2023
Raymond James Financial Services Advisors Inc.199,455$8,648 03/31/2024
     IFRA199,455$8,648 03/31/2024
Advocacy Wealth Management Services LLC188,960$8,193 03/31/2024
     IFRA188,960$8,193 03/31/2024
Cetera Investment Advisers196,566$7,916 12/31/2023
     IFRA196,566$7,916 12/31/2023
Wealth Management Resources Inc.181,604$7,874 03/31/2024
     IFRA181,604$7,874 03/31/2024
Brio Consultants LLC170,413$7,389 03/31/2024
     IFRA170,413$7,389 03/31/2024
Royal Bank of Canada183,325$7,382 12/31/2023
     IFRA183,325$7,382 12/31/2023
GWM Advisors LLC181,040$7,211 12/31/2023
     IFRA181,040$7,211 12/31/2023
Cambridge Investment Research Advisors Inc.160,395$6,955 03/31/2024
     IFRA160,395$6,955 03/31/2024
Resources Investment Advisors LLC.169,027$6,807 12/31/2023
     IFRA169,027$6,807 12/31/2023
Financial Partners Group Inc161,793$6,515 12/31/2023
     IFRA161,793$6,515 12/31/2023
Wealthsource Partners LLC149,697$6,028 12/31/2023
     IFRA149,697$6,028 12/31/2023
Thrivent Financial for Lutherans149,318$6,013 12/31/2023
     IFRA149,318$6,013 12/31/2023
UBS Group AG144,583$5,822 12/31/2023
     IFRA144,583$5,822 12/31/2023
Arden Trust Co129,504$5,615 03/31/2024
     IFRA129,504$5,615 03/31/2024
HighTower Advisors LLC132,274$5,273 12/31/2023
     IFRA132,274$5,273 12/31/2023
Foundations Investment Advisors LLC125,595$4,951 12/31/2023
     IFRA125,595$4,951 12/31/2023
Atria Wealth Solutions Inc.119,525$4,813 12/31/2023
     IFRA119,525$4,813 12/31/2023
Atria Investments LLC109,523$4,411 12/31/2023
     IFRA109,523$4,411 12/31/2023
Mercer Global Advisors Inc. ADV105,845$4,262 12/31/2023
     IFRA105,845$4,262 12/31/2023
Kestra Advisory Services LLC103,181$4,155 12/31/2023
     IFRA103,181$4,155 12/31/2023
Principal Financial Group Inc.91,775$3,979 03/31/2024
     IFRA91,775$3,979 03/31/2024
AdvisorNet Financial Inc91,640$3,974 03/31/2024
     IFRA91,640$3,974 03/31/2024
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors95,594$3,850 12/31/2023
     IFRA95,594$3,850 12/31/2023
Pettinga Financial Advisors LLC88,115$3,821 03/31/2024
     IFRA88,115$3,821 03/31/2024
Wintrust Investments LLC94,514$3,806 12/31/2023
     IFRA94,514$3,806 12/31/2023
Austin Private Wealth LLC86,556$3,738 03/31/2024
     IFRA86,556$3,738 03/31/2024
Stokes Family Office LLC90,394$3,640 12/31/2023
     IFRA90,394$3,640 12/31/2023
Prudential Financial Inc.84,450$3,401 12/31/2023
     IFRA84,450$3,401 12/31/2023
Eaton Financial Holdings Company LLC76,462$3,315 03/31/2024
     IFRA76,462$3,315 03/31/2024
Raymond James & Associates71,257$3,090 03/31/2024
     IFRA71,257$3,090 03/31/2024
Horst & Graben Wealth Management LLC70,882$3,073 03/31/2024
     IFRA70,882$3,073 03/31/2024
Shira Ridge Wealth Management69,587$3,017 03/31/2024
     IFRA69,587$3,017 03/31/2024
US Bancorp DE74,282$2,991 12/31/2023
     IFRA74,282$2,991 12/31/2023
Northwest Capital Management Inc68,232$2,959 03/31/2024
     IFRA68,232$2,959 03/31/2024
Kestra Private Wealth Services LLC71,737$2,889 12/31/2023
     IFRA71,737$2,889 12/31/2023
Principal Securities Inc.71,129$2,864 12/31/2023
     IFRA71,129$2,864 12/31/2023
Sharkey Howes & Javer64,422$2,793 03/31/2024
     IFRA64,422$2,793 03/31/2024
Invst LLC70,956$2,742 12/31/2023
     IFRA70,956$2,742 12/31/2023
Silver Coast Investments LLC67,815$2,731 12/31/2023
     IFRA67,815$2,731 12/31/2023
Icon Wealth Advisors LLC67,211$2,707 12/31/2023
     IFRA67,211$2,707 12/31/2023
Two Sigma Investments LP65,500$2,638 12/31/2023
     IFRA65,500$2,638 12/31/2023
Liberty Wealth Management LLC64,857$2,602 12/31/2023
     IFRA64,857$2,602 12/31/2023
Ronald Blue Trust Inc.64,275$2,588 12/31/2023
     IFRA64,275$2,588 12/31/2023
Truist Financial Corp63,791$2,569 12/31/2023
     IFRA63,791$2,569 12/31/2023
Cetera Advisors LLC61,889$2,492 12/31/2023
     IFRA61,889$2,492 12/31/2023
West Wealth Group LLC61,619$2,481 12/31/2023
     IFRA61,619$2,481 12/31/2023
CFS Investment Advisory Services LLC61,450$2,475 12/31/2023
     IFRA61,450$2,475 12/31/2023
High Falls Advisors Inc61,118$2,461 12/31/2023
     IFRA61,118$2,461 12/31/2023
Northern Trust Corp61,088$2,460 12/31/2023
     IFRA61,088$2,460 12/31/2023
Avantax Advisory Services Inc.60,624$2,441 12/31/2023
     IFRA60,624$2,441 12/31/2023
Journey Strategic Wealth LLC60,162$2,423 12/31/2023
     IFRA60,162$2,423 12/31/2023
Retirement Guys Formula LLC55,714$2,416 03/31/2024
     IFRA55,714$2,416 03/31/2024
Buttonwood Financial Group LLC54,816$2,377 03/31/2024
     IFRA54,816$2,377 03/31/2024
Sowell Financial Services LLC59,033$2,377 12/31/2023
     IFRA59,033$2,377 12/31/2023
Merit Financial Group LLC57,956$2,334 12/31/2023
     IFRA57,956$2,334 12/31/2023
Stratos Wealth Advisors LLC52,498$2,276 03/31/2024
     IFRA52,498$2,276 03/31/2024
Advisory Services Network LLC56,340$2,269 12/31/2023
     IFRA56,340$2,269 12/31/2023
Spectrum Wealth Counsel LLC55,908$2,251 12/31/2023
     IFRA55,908$2,251 12/31/2023
Orion Portfolio Solutions LLC55,183$2,199 12/31/2023
     IFRA55,183$2,199 12/31/2023
Steward Partners Investment Advisory LLC53,690$2,162 12/31/2023
     IFRA53,690$2,162 12/31/2023
Summit X LLC53,126$2,139 12/31/2023
     IFRA53,126$2,139 12/31/2023
Farther Finance Advisors LLC51,364$2,068 12/31/2023
     IFRA51,364$2,068 12/31/2023
U.S. Capital Wealth Advisors LLC50,901$2,050 12/31/2023
     IFRA50,901$2,050 12/31/2023
Scarborough Advisors LLC50,612$2,038 12/31/2023
     IFRA50,612$2,038 12/31/2023
Steel Peak Wealth Management LLC46,856$2,032 03/31/2024
     IFRA46,856$2,032 03/31/2024
Strategic Blueprint LLC45,505$1,973 03/31/2024
     IFRA45,505$1,973 03/31/2024
Change Path LLC48,757$1,964 12/31/2023
     IFRA48,757$1,964 12/31/2023
Money Concepts Capital Corp48,195$1,941 12/31/2023
     IFRA48,195$1,941 12/31/2023
Cypress Wealth Services LLC44,161$1,915 03/31/2024
     IFRA44,161$1,915 03/31/2024
One Wealth Advisors LLC42,955$1,863 03/31/2024
     IFRA42,955$1,863 03/31/2024
Stone House Investment Management LLC45,820$1,845 12/31/2023
     IFRA45,820$1,845 12/31/2023
Detalus Advisors LLC42,491$1,842 03/31/2024
     IFRA42,491$1,842 03/31/2024
Stonebrook Private Inc.45,629$1,837 12/31/2023
     IFRA45,629$1,837 12/31/2023
Keystone Financial Services45,066$1,815 12/31/2023
     IFRA45,066$1,815 12/31/2023
Keebeck Wealth Management LLC43,099$1,736 12/31/2023
     IFRA43,099$1,736 12/31/2023
Wealth Enhancement Advisory Services LLC39,513$1,713 03/31/2024
     IFRA39,513$1,713 03/31/2024
National Asset Management Inc.41,884$1,687 12/31/2023
     IFRA41,884$1,687 12/31/2023
UMA Financial Services Inc.40,900$1,686 03/31/2024
     IFRA40,900$1,686 03/31/2024
Warner Financial Inc.38,769$1,681 03/31/2024
     IFRA38,769$1,681 03/31/2024
Private Advisor Group LLC38,015$1,648 03/31/2024
     IFRA38,015$1,648 03/31/2024
Wealth Alliance40,434$1,628 12/31/2023
     IFRA40,434$1,628 12/31/2023
ONE Advisory Partners LLC37,010$1,605 03/31/2024
     IFRA37,010$1,605 03/31/2024
Day & Ennis LLC39,822$1,604 12/31/2023
     IFRA39,822$1,604 12/31/2023
TSA Wealth Managment LLC39,658$1,597 12/31/2023
     IFRA39,658$1,597 12/31/2023
Derbend Asset Management35,950$1,559 03/31/2024
     IFRA35,950$1,559 03/31/2024
VCI Wealth Management LLC38,276$1,541 12/31/2023
     IFRA38,276$1,541 12/31/2023
TNF LLC36,050$1,525 03/31/2024
     IFRA36,050$1,525 03/31/2024
EQ LLC37,473$1,509 12/31/2023
     IFRA37,473$1,509 12/31/2023
First Horizon Advisors Inc.34,057$1,477 03/31/2024
     IFRA34,057$1,477 03/31/2024
Apollon Wealth Management LLC36,419$1,467 12/31/2023
     IFRA36,419$1,467 12/31/2023
Focus Financial Network Inc. ADV36,155$1,456 12/31/2023
     IFRA36,155$1,456 12/31/2023
Strategy Asset Managers LLC32,600$1,414 03/31/2024
     IFRA32,600$1,414 03/31/2024
Legacy Financial Group LLC32,462$1,408 03/31/2024
     IFRA32,462$1,408 03/31/2024
Flow Traders U.S. LLC33,945$1,367 12/31/2023
     IFRA33,945$1,367 12/31/2023
Diversify Advisory Services LLC31,426$1,355 03/31/2024
     IFRA31,426$1,355 03/31/2024
Brookstone Capital Management30,714$1,332 03/31/2024
     IFRA30,714$1,332 03/31/2024
Maia Wealth LLC33,010$1,329 12/31/2023
     IFRA33,010$1,329 12/31/2023
Gries Financial LLC32,893$1,325 12/31/2023
     IFRA32,893$1,325 12/31/2023
PAX Financial Group LLC33,525$1,312 12/31/2023
     IFRA33,525$1,312 12/31/2023
Forthright Family Wealth Advisory LLC29,148$1,264 03/31/2024
     IFRA29,148$1,264 03/31/2024
Madrona Financial Services LLC29,025$1,259 03/31/2024
     IFRA29,025$1,259 03/31/2024
Swmg LLC29,983$1,207 12/31/2023
     IFRA29,983$1,207 12/31/2023
Apeiron RIA LLC27,766$1,204 03/31/2024
     IFRA27,766$1,204 03/31/2024
J.W. Cole Advisors Inc.26,518$1,150 03/31/2024
     IFRA26,518$1,150 03/31/2024
Cardinal Strategic Wealth Guidance26,461$1,147 03/31/2024
     IFRA26,461$1,147 03/31/2024
Proequities Inc.26,400$1,145 03/31/2024
     IFRA26,400$1,145 03/31/2024
Dfpg Investments LLC28,698$1,139 12/31/2023
     IFRA28,698$1,139 12/31/2023
CI Private Wealth LLC28,167$1,134 12/31/2023
     IFRA28,167$1,134 12/31/2023
Rockefeller Capital Management L.P.28,111$1,132 12/31/2023
     IFRA28,111$1,132 12/31/2023
Snowden Capital Advisors LLC27,982$1,127 12/31/2023
     IFRA27,982$1,127 12/31/2023
Captrust Financial Advisors27,001$1,087 12/31/2023
     IFRA27,001$1,087 12/31/2023
Bay Harbor Wealth Management LLC24,794$1,075 03/31/2024
     IFRA24,794$1,075 03/31/2024
Strategic Equity Management24,694$1,071 03/31/2024
     IFRA24,694$1,071 03/31/2024
ShoreHaven Wealth Partners LLC26,420$1,064 12/31/2023
     IFRA26,420$1,064 12/31/2023
Fiduciary Alliance LLC24,454$1,054 03/31/2024
     IFRA24,454$1,054 03/31/2024
IFP Advisors Inc26,072$1,050 12/31/2023
     IFRA26,072$1,050 12/31/2023
Tsfg LLC24,039$1,042 03/31/2024
     IFRA24,039$1,042 03/31/2024
Perigon Wealth Management LLC23,554$1,021 03/31/2024
     IFRA23,554$1,021 03/31/2024
Focus Financial Network Inc.24,458$1,012 03/31/2024
     IFRA24,458$1,012 03/31/2024
Cobblestone Asset Management LLC23,152$1,004 03/31/2024
     IFRA23,152$1,004 03/31/2024
Ascent Group LLC24,712$987 12/31/2023
     IFRA24,712$987 12/31/2023
WealthShield Partners LLC22,330$968 03/31/2024
     IFRA22,330$968 03/31/2024
Simplicity Wealth LLC22,202$963 03/31/2024
     IFRA22,202$963 03/31/2024
Harbour Investments Inc.23,844$960 12/31/2023
     IFRA23,844$960 12/31/2023
Regal Investment Advisors LLC23,206$935 12/31/2023
     IFRA23,206$935 12/31/2023
Baystate Wealth Management LLC23,144$932 12/31/2023
     IFRA23,144$932 12/31/2023
Scissortail Wealth Management LLC22,963$902 12/31/2023
     IFRA22,963$902 12/31/2023
BCJ Capital Management LLC21,585$869 12/31/2023
     IFRA21,585$869 12/31/2023
Benchmark Investment Advisors LLC21,585$869 12/31/2023
     IFRA21,585$869 12/31/2023
Assetmark Inc.21,331$859 12/31/2023
     IFRA21,331$859 12/31/2023
Sheets Smith Wealth Management21,235$855 12/31/2023
     IFRA21,235$855 12/31/2023
RFG Advisory LLC19,360$839 03/31/2024
     IFRA19,360$839 03/31/2024
Cresset Asset Management LLC20,706$834 12/31/2023
     IFRA20,706$834 12/31/2023
WCG Wealth Advisors LLC20,712$834 12/31/2023
     IFRA20,712$834 12/31/2023
4J Wealth Management LLC19,008$824 03/31/2024
     IFRA19,008$824 03/31/2024
Spire Wealth Management18,738$812 03/31/2024
     IFRA18,738$812 03/31/2024
RSM US Wealth Management LLC19,857$800 12/31/2023
     IFRA19,857$800 12/31/2023
Susquehanna International Group LLP19,477$784 12/31/2023
     IFRA19,477$784 12/31/2023
Capital Analysts LLC19,351$779 12/31/2023
     IFRA19,351$779 12/31/2023
IHT Wealth Management LLC18,961$764 12/31/2023
     IFRA18,961$764 12/31/2023
Mayflower Financial Advisors LLC17,594$763 03/31/2024
     IFRA17,594$763 03/31/2024
Spectrum Planning & Advisory Services Inc.18,483$744 12/31/2023
     IFRA18,483$744 12/31/2023
Townsquare Capital LLC18,315$738 12/31/2023
     IFRA18,315$738 12/31/2023
Mutual Advisors LLC17,809$717 12/31/2023
     IFRA17,809$717 12/31/2023
Maxwell Wealth Strategies Inc.17,770$716 12/31/2023
     IFRA17,770$716 12/31/2023
Kickstand Ventures LLC.16,601$669 12/31/2023
     IFRA16,601$669 12/31/2023
Werba Rubin Papier Wealth Management15,323$664 03/31/2024
     IFRA15,323$664 03/31/2024
SigFig Wealth Management LLC16,295$656 12/31/2023
     IFRA16,295$656 12/31/2023
Concurrent Investment Advisors LLC16,301$656 12/31/2023
     IFRA16,301$656 12/31/2023
Prospera Financial Services Inc16,085$648 12/31/2023
     IFRA16,085$648 12/31/2023
FFG Retirement Advisors LLC14,409$625 03/31/2024
     IFRA14,409$625 03/31/2024
Lantz Financial LLC14,118$612 03/31/2024
     IFRA14,118$612 03/31/2024
Certus Wealth Management LLC15,053$606 12/31/2023
     IFRA15,053$606 12/31/2023
Equitable Holdings Inc.14,998$604 12/31/2023
     IFRA14,998$604 12/31/2023
BlackDiamond Wealth Management Inc.15,716$603 12/31/2023
     IFRA15,716$603 12/31/2023
Mount Yale Investment Advisors LLC14,951$602 12/31/2023
     IFRA14,951$602 12/31/2023
One Wealth Management Investment & Advisory Services LLC14,827$597 12/31/2023
     IFRA14,827$597 12/31/2023
Financial Perspectives Inc13,633$591 03/31/2024
     IFRA13,633$591 03/31/2024
STA Wealth Management LLC14,189$571 12/31/2023
     IFRA14,189$571 12/31/2023
Csenge Advisory Group14,189$571 12/31/2023
     IFRA14,189$571 12/31/2023
National Bank of Canada FI14,030$564 12/31/2023
     IFRA14,030$564 12/31/2023
Firethorn Wealth Partners LLC12,944$561 03/31/2024
     IFRA12,944$561 03/31/2024
Beacon Financial Group13,664$550 12/31/2023
     IFRA13,664$550 12/31/2023
Tradition Wealth Management LLC13,576$547 12/31/2023
     IFRA13,576$547 12/31/2023
Lincoln National Corp13,460$542 12/31/2023
     IFRA13,460$542 12/31/2023
Atomi Financial Group Inc.13,408$540 12/31/2023
     IFRA13,408$540 12/31/2023
Congress Wealth Management LLC DE 11,929$517 03/31/2024
     IFRA11,929$517 03/31/2024
Hoxton Planning & Management LLC11,900$516 03/31/2024
     IFRA11,900$516 03/31/2024
Centurion Wealth Management LLC11,877$515 03/31/2024
     IFRA11,877$515 03/31/2024
Renaissance Technologies LLC12,600$507 12/31/2023
     IFRA12,600$507 12/31/2023
Sunbelt Securities Inc.11,580$502 03/31/2024
     IFRA11,580$502 03/31/2024
Allworth Financial LP11,477$498 03/31/2024
     IFRA11,477$498 03/31/2024
Signal Advisors Wealth LLC11,354$492 03/31/2024
     IFRA11,354$492 03/31/2024
Shared Vision Wealth Group LLC12,213$492 12/31/2023
     IFRA12,213$492 12/31/2023
My Legacy Advisors LLC12,261$478 12/31/2023
     IFRA12,261$478 12/31/2023
Clifford Group LLC11,879$478 12/31/2023
     IFRA11,879$478 12/31/2023
True Vision MN LLC10,669$454 03/31/2024
     IFRA10,669$454 03/31/2024
Quotient Wealth Partners LLC11,179$450 12/31/2023
     IFRA11,179$450 12/31/2023
Moneywise Inc.10,365$449 03/31/2024
     IFRA10,365$449 03/31/2024
Able Wealth Management LLC11,037$444 12/31/2023
     IFRA11,037$444 12/31/2023
Arete Wealth Advisors LLC10,974$442 12/31/2023
     IFRA10,974$442 12/31/2023
Allen Capital Group LLC10,163$441 03/31/2024
     IFRA10,163$441 03/31/2024
Baird Financial Group Inc.10,943$441 12/31/2023
     IFRA10,943$441 12/31/2023
We Are One Seven LLC10,805$435 12/31/2023
     IFRA10,805$435 12/31/2023
Bank Julius Baer & Co. Ltd Zurich10,650$429 12/31/2023
     IFRA10,650$429 12/31/2023
Sovereign Financial Group Inc.9,793$425 03/31/2024
     IFRA9,793$425 03/31/2024
TCI Wealth Advisors Inc.10,366$417 12/31/2023
     IFRA10,366$417 12/31/2023
Quadrant Private Wealth Management LLC10,366$417 12/31/2023
     IFRA10,366$417 12/31/2023
Copperleaf Capital LLC10,328$416 12/31/2023
     IFRA10,328$416 12/31/2023
Avestar Capital LLC10,275$414 12/31/2023
     IFRA10,275$414 12/31/2023
Provence Wealth Management Group10,075$406 12/31/2023
     IFRA10,075$406 12/31/2023
Moors & Cabot Inc.9,842$396 12/31/2023
     IFRA9,842$396 12/31/2023
Lane & Associates LLC8,971$389 03/31/2024
     IFRA8,971$389 03/31/2024
Morningstar Investment Services LLC9,584$389 12/31/2023
     IFRA9,584$389 12/31/2023
CoreCap Advisors LLC9,644$388 12/31/2023
     IFRA9,644$388 12/31/2023
Maripau Wealth Management LLC9,585$386 12/31/2023
     IFRA9,585$386 12/31/2023
Balboa Wealth Partners9,562$385 12/31/2023
     IFRA9,562$385 12/31/2023
Pallas Capital Advisors LLC8,742$379 03/31/2024
     IFRA8,742$379 03/31/2024
First Heartland Consultants Inc.9,395$378 12/31/2023
     IFRA9,395$378 12/31/2023
Mascoma Wealth Management LLC9,359$377 12/31/2023
     IFRA9,359$377 12/31/2023
Mosley Wealth Management8,669$376 03/31/2024
     IFRA8,669$376 03/31/2024
Millburn Ridgefield Corp8,640$375 03/31/2024
     IFRA8,640$375 03/31/2024
Nomura Asset Management Co. Ltd.9,306$375 12/31/2023
     IFRA9,306$375 12/31/2023
MA Private Wealth8,561$371 03/31/2024
     IFRA8,561$371 03/31/2024
Benjamin F. Edwards & Company Inc.8,542$370 03/31/2024
     IFRA8,542$370 03/31/2024
Resurgent Financial Advisors LLC9,160$369 12/31/2023
     IFRA9,160$369 12/31/2023
Cahill Financial Advisors Inc.8,988$362 12/31/2023
     IFRA8,988$362 12/31/2023
Comerica Bank8,976$361 12/31/2023
     IFRA8,976$361 12/31/2023
Client 1ST Advisory Group LLC8,798$354 12/31/2023
     IFRA8,798$354 12/31/2023
Concorde Asset Management LLC8,637$348 12/31/2023
     IFRA8,637$348 12/31/2023
HB Wealth Management LLC7,906$343 03/31/2024
     IFRA7,906$343 03/31/2024
Kingswood Wealth Advisors LLC7,787$338 03/31/2024
     IFRA7,787$338 03/31/2024
Sawtooth Solutions LLC8,356$336 12/31/2023
     IFRA8,356$336 12/31/2023
Venturi Wealth Management LLC7,719$335 03/31/2024
     IFRA7,719$335 03/31/2024
Creekmur Asset Management LLC8,116$327 12/31/2023
     IFRA8,116$327 12/31/2023
IFG Advisory LLC8,042$324 12/31/2023
     IFRA8,042$324 12/31/2023
W Advisors LLC7,435$322 03/31/2024
     IFRA7,435$322 03/31/2024
Goldman Sachs Group Inc.7,965$321 12/31/2023
     IFRA7,965$321 12/31/2023
Regimen Wealth LLC7,946$320 12/31/2023
     IFRA7,946$320 12/31/2023
Twin Peaks Wealth Advisors LLC7,276$316 03/31/2024
     IFRA7,276$316 03/31/2024
Eagle Strategies LLC7,261$315 03/31/2024
     IFRA7,261$315 03/31/2024
NBC Securities Inc.7,160$311 03/31/2024
     IFRA7,160$311 03/31/2024
Colony Group LLC7,727$311 12/31/2023
     IFRA7,727$311 12/31/2023
Gateway Wealth Partners LLC7,355$296 12/31/2023
     IFRA7,355$296 12/31/2023
Bush Investment Group LLC7,475$289 12/31/2023
     IFRA7,475$289 12/31/2023
Interchange Capital Partners LLC7,053$285 12/31/2023
     IFRA7,053$285 12/31/2023
WealthPLAN Partners LLC6,971$281 12/31/2023
     IFRA6,971$281 12/31/2023
RCS Financial Planning LLC6,401$278 03/31/2024
     IFRA6,401$278 03/31/2024
Commonwealth Retirement Investments LLC6,906$278 12/31/2023
     IFRA6,906$278 12/31/2023
Ehrlich Financial Group6,381$277 03/31/2024
     IFRA6,381$277 03/31/2024
PFG Advisors6,839$275 12/31/2023
     IFRA6,839$275 12/31/2023
Dentgroup LLC6,240$271 03/31/2024
     IFRA6,240$271 03/31/2024
FDx Advisors Inc.6,720$271 12/31/2023
     IFRA6,720$271 12/31/2023
Verus Capital Partners LLC6,501$262 12/31/2023
     IFRA6,501$262 12/31/2023
Vertex Planning Partners LLC6,489$261 12/31/2023
     IFRA6,489$261 12/31/2023
Robertson Stephens Wealth Management LLC6,397$258 12/31/2023
     IFRA6,397$258 12/31/2023
BIP Wealth LLC6,340$255 12/31/2023
     IFRA6,340$255 12/31/2023
Clear Creek Financial Management LLC5,763$250 03/31/2024
     IFRA5,763$250 03/31/2024
Patriot Financial Group Insurance Agency LLC5,709$248 03/31/2024
     IFRA5,709$248 03/31/2024
TRUE Private Wealth Advisors5,703$247 03/31/2024
     IFRA5,703$247 03/31/2024
Marks Group Wealth Management Inc5,558$241 03/31/2024
     IFRA5,558$241 03/31/2024
Bank of Montreal Can5,927$241 12/31/2023
     IFRA5,927$241 12/31/2023
Sigma Planning Corp5,973$241 12/31/2023
     IFRA5,973$241 12/31/2023
Baron Silver Stevens Financial Advisors LLC5,980$241 12/31/2023
     IFRA5,980$241 12/31/2023
Belpointe Asset Management LLC5,963$240 12/31/2023
     IFRA5,963$240 12/31/2023
Ancora Advisors LLC5,881$237 12/31/2023
     IFRA5,881$237 12/31/2023
Global Retirement Partners LLC5,380$233 03/31/2024
     IFRA5,380$233 03/31/2024
D.A. Davidson & CO.5,618$226 12/31/2023
     IFRA5,618$226 12/31/2023
Patriot Investment Management Inc.5,182$225 03/31/2024
     IFRA5,182$225 03/31/2024
All Terrain Financial Advisors LLC5,551$224 12/31/2023
     IFRA5,551$224 12/31/2023
WNY Asset Management LLC5,563$224 12/31/2023
     IFRA5,563$224 12/31/2023
Creative Financial Designs Inc. ADV5,020$218 03/31/2024
     IFRA5,020$218 03/31/2024
McCarthy & Cox5,021$218 03/31/2024
     IFRA5,021$218 03/31/2024
Scotia Capital Inc.5,424$218 12/31/2023
     IFRA5,424$218 12/31/2023
Sutton Place Investors LLC5,008$217 03/31/2024
     IFRA5,008$217 03/31/2024
Schmidt P J Investment Management Inc.4,978$216 03/31/2024
     IFRA4,978$216 03/31/2024
Keystone Wealth Services LLC4,903$213 03/31/2024
     IFRA4,903$213 03/31/2024
GTS Securities LLC5,263$212 12/31/2023
     IFRA5,263$212 12/31/2023
Insight Wealth Partners LLC5,241$211 12/31/2023
     IFRA5,241$211 12/31/2023
OMNI 360 Wealth Inc.4,844$210 03/31/2024
     IFRA4,844$210 03/31/2024
Clearview Wealth Advisors LLC4,663$202 03/31/2024
     IFRA4,663$202 03/31/2024
Blair William & Co. IL4,541$183 12/31/2023
     IFRA4,541$183 12/31/2023
First Manhattan Co.4,500$181 12/31/2023
     IFRA4,500$181 12/31/2023
Raleigh Capital Management Inc.4,448$179 12/31/2023
     IFRA4,448$179 12/31/2023
Valley National Advisers Inc.3,614$156 03/31/2024
     IFRA3,614$156 03/31/2024
FMR LLC3,441$139 12/31/2023
     IFRA3,441$139 12/31/2023
EverSource Wealth Advisors LLC3,392$137 12/31/2023
     IFRA3,392$137 12/31/2023
Aspire Private Capital LLC2,981$129 03/31/2024
     IFRA2,981$129 03/31/2024
Armstrong Advisory Group Inc.3,132$126 03/31/2024
     IFRA3,132$126 03/31/2024
Sound Income Strategies LLC2,781$121 03/31/2024
     IFRA2,781$121 03/31/2024
Front Row Advisors LLC2,904$117 12/31/2023
     IFRA2,904$117 12/31/2023
SOA Wealth Advisors LLC.2,679$116 03/31/2024
     IFRA2,679$116 03/31/2024
Centaurus Financial Inc.2,673$108 12/31/2023
     IFRA2,673$108 12/31/2023
Peoples Bank KS2,328$101 03/31/2024
     IFRA2,328$101 03/31/2024
Clearstead Advisors LLC2,500$101 12/31/2023
     IFRA2,500$101 12/31/2023
Private Trust Co. NA2,263$98 03/31/2024
     IFRA2,263$98 03/31/2024
Banque Cantonale Vaudoise2,000$87 03/31/2024
     IFRA2,000$87 03/31/2024
TD Waterhouse Canada Inc.2,005$81 12/31/2023
     IFRA2,005$81 12/31/2023
NBT Bank N A NY1,845$80 03/31/2024
     IFRA1,845$80 03/31/2024
Parallel Advisors LLC1,975$80 12/31/2023
     IFRA1,975$80 12/31/2023
Mather Group LLC.1,712$69 03/31/2024
     IFRA1,712$69 03/31/2024
Sandy Spring Bank1,688$68 12/31/2023
     IFRA1,688$68 12/31/2023
Oliver Lagore Vanvalin Investment Group1,584$64 12/31/2023
     IFRA1,584$64 12/31/2023
Global Trust Asset Management LLC1,420$62 03/31/2024
     IFRA1,420$62 03/31/2024
Semmax Financial Advisors Inc.1,602$62 12/31/2023
     IFRA1,602$62 12/31/2023
Cornerstone Planning Group LLC1,319$53 12/31/2023
     IFRA1,319$53 12/31/2023
FinTrust Capital Advisors LLC1,227$49 12/31/2023
     IFRA1,227$49 12/31/2023
ORG Partners LLC1,124$45 12/31/2023
     IFRA1,124$45 12/31/2023
Fifth Third Bancorp808$35 03/31/2024
     IFRA808$35 03/31/2024
ICA Group Wealth Management LLC835$34 12/31/2023
     IFRA835$34 12/31/2023
Criterion Capital Advisors LLC733$32 03/31/2024
     IFRA733$32 03/31/2024
LGT Financial Advisors LLC755$30 12/31/2023
     IFRA755$30 12/31/2023
Geneos Wealth Management Inc.674$27 12/31/2023
     IFRA674$27 12/31/2023
Cape Investment Advisory Inc.646$26 12/31/2023
     IFRA646$26 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC563$24 03/31/2024
     IFRA563$24 03/31/2024
LifeSteps Financial Inc.565$24 03/31/2024
     IFRA565$24 03/31/2024
Coppell Advisory Solutions LLC527$21 12/31/2023
     IFRA527$21 12/31/2023
North Star Investment Management Corp.415$18 03/31/2024
     IFRA415$18 03/31/2024
Blue Bell Private Wealth Management LLC395$17 03/31/2024
     IFRA395$17 03/31/2024
Harbor Investment Advisory LLC323$14 03/31/2024
     IFRA323$14 03/31/2024
Carolinas Wealth Consulting LLC290$12 12/31/2023
     IFRA290$12 12/31/2023
Householder Group Estate & Retirement Specialist LLC307$12 12/31/2023
     IFRA307$12 12/31/2023
Pacific Center for Financial Services284$11 12/31/2023
     IFRA284$11 12/31/2023
Phillips Financial Management LLC201$9 03/31/2024
     IFRA201$9 03/31/2024
JNBA Financial Advisors213$9 03/31/2024
     IFRA213$9 03/31/2024
Capital Investment Advisory Services LLC200$9 03/31/2024
     IFRA200$9 03/31/2024
Sugarloaf Wealth Management LLC176$8 03/31/2024
     IFRA176$8 03/31/2024
Cedar Wealth Management LLC200$8 12/31/2023
     IFRA200$8 12/31/2023
Vermillion & White Wealth Management Group LLC187$8 12/31/2023
     IFRA187$8 12/31/2023
Coastal Investment Advisors Inc.142$6 03/31/2024
     IFRA142$6 03/31/2024
Howe & Rusling Inc.155$6 12/31/2023
     IFRA155$6 12/31/2023
O Shaughnessy Asset Management LLC146$6 12/31/2023
     IFRA146$6 12/31/2023
Element Wealth LLC146$6 12/31/2023
     IFRA146$6 12/31/2023
JJJ Advisors Inc.122$5 03/31/2024
     IFRA122$5 03/31/2024
Versant Capital Management Inc113$5 03/31/2024
     IFRA113$5 03/31/2024
Park Place Capital Corp112$5 03/31/2024
     IFRA112$5 03/31/2024
Asset Dedication LLC84$4 03/31/2024
     IFRA84$4 03/31/2024
Atlantic Edge Private Wealth Management LLC100$4 12/31/2023
     IFRA100$4 12/31/2023
Plante Moran Financial Advisors LLC68$3 12/31/2023
     IFRA68$3 12/31/2023
Eagle Bay Advisors LLC81$3 12/31/2023
     IFRA81$3 12/31/2023
Financial Freedom LLC45$2 03/31/2024
     IFRA45$2 03/31/2024
Resources Management Corp CT ADV40$2 12/31/2023
     IFRA40$2 12/31/2023
Parkside Financial Bank & Trust43$2 12/31/2023
     IFRA43$2 12/31/2023
Signaturefd LLC55$2 12/31/2023
     IFRA55$2 12/31/2023
Tucker Asset Management LLC38$2 12/31/2023
     IFRA38$2 12/31/2023
Hazlett Burt & Watson Inc.19$1 03/31/2024
     IFRA19$1 03/31/2024
Salem Investment Counselors Inc.29$1 03/31/2024
     IFRA29$1 03/31/2024
First Pacific Financial12$1 03/31/2024
     IFRA12$1 03/31/2024
Concord Wealth Partners15$1 03/31/2024
     IFRA15$1 03/31/2024
BNP Paribas Arbitrage SA17$1 12/31/2023
     IFRA17$1 12/31/2023
Fortis Advisors LLC31$1 12/31/2023
     IFRA31$1 12/31/2023
EdgeRock Capital LLC22$1 12/31/2023
     IFRA22$1 12/31/2023
Beacon Capital Management LLC35$1 12/31/2023
     IFRA35$1 12/31/2023
Impact Partnership Wealth LLC21$1 12/31/2023
     IFRA21$1 12/31/2023
Caitlin John LLC13$1 12/31/2023
     IFRA13$1 12/31/2023
Massmutual Trust Co. FSB ADV0$0 03/31/2024
     IFRA0$0 03/31/2024
Citigroup Inc.1$0 12/31/2023
     IFRA1$0 12/31/2023
Logan Capital Management Inc.11$0 12/31/2023
     IFRA11$0 12/31/2023
Tower Research Capital LLC TRC 1$0 12/31/2023
     IFRA1$0 12/31/2023
AllSquare Wealth Management LLC5$0 12/31/2023
     IFRA5$0 12/31/2023
Larson Financial Group LLC10$0 12/31/2023
     IFRA10$0 12/31/2023
Key Financial Inc12$0 12/31/2023
     IFRA12$0 12/31/2023
Tidemark LLC8$0 12/31/2023
     IFRA8$0 12/31/2023

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

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