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Funds Holding IGEB

On this page, we present all of the funds holding IGEB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IGEB, with a link to that fund's top holdings. The next columns indicate the amount of IGEB stock held by each of the funds holding IGEB, followed by the IGEB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 86 funds holding IGEB 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 IGEB), click the fund name in the "Holder" column of the funds-holding-IGEB table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.1,095,639$49,572 12/31/2023
     IGEB1,095,639$49,572 12/31/2023
CWM LLC989,938$44,399 03/31/2024
     IGEB989,938$44,399 03/31/2024
Hennion & Walsh Asset Management Inc.740,203$33,198 03/31/2024
     IGEB740,203$33,198 03/31/2024
LPL Financial LLC561,406$25,401 12/31/2023
     IGEB561,406$25,401 12/31/2023
Waller Financial Planning Group Inc.473,950$21,257 03/31/2024
     IGEB473,950$21,257 03/31/2024
Bank of America Corp DE407,557$18,440 12/31/2023
     IGEB407,557$18,440 12/31/2023
MML Investors Services LLC331,564$15,002 12/31/2023
     IGEB331,564$15,002 12/31/2023
Cambridge Investment Research Advisors Inc.319,758$14,341 03/31/2024
     IGEB319,758$14,341 03/31/2024
Resources Investment Advisors LLC.312,532$14,141 12/31/2023
     IGEB312,532$14,141 12/31/2023
Ameliora Wealth Management Ltd.284,232$12,748 03/31/2024
     IGEB284,232$12,748 03/31/2024
United Capital Financial Advisers LLC269,006$12,171 12/31/2023
     IGEB269,006$12,171 12/31/2023
Fundamentun LLC270,546$12,134 03/31/2024
     IGEB270,546$12,134 03/31/2024
Paragon Wealth Strategies LLC262,867$11,893 12/31/2023
     IGEB262,867$11,893 12/31/2023
Ameriprise Financial Inc.226,772$10,268 12/31/2023
     IGEB226,772$10,268 12/31/2023
Private Advisor Group LLC216,444$9,793 12/31/2023
     IGEB216,444$9,793 12/31/2023
McGlone Suttner Wealth Management Inc.215,481$9,664 03/31/2024
     IGEB215,481$9,664 03/31/2024
Betterment LLC202,055$9,143 12/31/2023
     IGEB202,055$9,143 12/31/2023
DORVAL Corp203,660$9,059 03/31/2024
     IGEB203,660$9,059 03/31/2024
Goldman Sachs Group Inc.116,746$5,282 12/31/2023
     IGEB116,746$5,282 12/31/2023
Stifel Financial Corp105,905$4,792 12/31/2023
     IGEB105,905$4,792 12/31/2023
Systelligence LLC92,189$4,135 03/31/2024
     IGEB92,189$4,135 03/31/2024
Bank of New York Mellon Corp89,958$4,035 03/31/2024
     IGEB89,958$4,035 03/31/2024
Susquehanna International Group LLP64,356$2,912 12/31/2023
     IGEB64,356$2,912 12/31/2023
RFG Advisory LLC61,964$2,779 03/31/2024
     IGEB61,964$2,779 03/31/2024
Tennessee Valley Asset Management Partners54,897$2,462 03/31/2024
     IGEB54,897$2,462 03/31/2024
Envestnet Portfolio Solutions Inc.48,339$2,187 12/31/2023
     IGEB48,339$2,187 12/31/2023
Cetera Investment Advisers45,484$2,058 12/31/2023
     IGEB45,484$2,058 12/31/2023
Commonwealth Equity Services LLC45,136$2,042 12/31/2023
     IGEB45,136$2,042 12/31/2023
Advisor Group Holdings Inc.42,848$1,939 12/31/2023
     IGEB42,848$1,939 12/31/2023
Buffington Mohr McNeal42,020$1,885 03/31/2024
     IGEB42,020$1,885 03/31/2024
Advisory Services Network LLC38,860$1,758 12/31/2023
     IGEB38,860$1,758 12/31/2023
Dohj LLC34,376$1,542 03/31/2024
     IGEB34,376$1,542 03/31/2024
Park Avenue Securities LLC32,452$1,455 03/31/2024
     IGEB32,452$1,455 03/31/2024
Altus Wealth Management LLC32,191$1,444 03/31/2024
     IGEB32,191$1,444 03/31/2024
OLD Mission Capital LLC27,648$1,251 12/31/2023
     IGEB27,648$1,251 12/31/2023
Jane Street Group LLC27,216$1,231 12/31/2023
     IGEB27,216$1,231 12/31/2023
BlackRock Inc.25,536$1,155 12/31/2023
     IGEB25,536$1,155 12/31/2023
CPA Asset Management LLC23,392$1,058 12/31/2023
     IGEB23,392$1,058 12/31/2023
Ascent Group LLC22,343$996 12/31/2023
     IGEB22,343$996 12/31/2023
Nwam LLC20,061$908 12/31/2023
     IGEB20,061$908 12/31/2023
Cetera Advisor Networks LLC19,423$879 12/31/2023
     IGEB19,423$879 12/31/2023
Prime Capital Investment Advisors LLC18,244$825 12/31/2023
     IGEB18,244$825 12/31/2023
Founders Financial Securities LLC17,924$804 03/31/2024
     IGEB17,924$804 03/31/2024
Lion Street Advisors LLC17,521$793 03/31/2024
     IGEB17,521$793 03/31/2024
GWM Advisors LLC16,627$752 12/31/2023
     IGEB16,627$752 12/31/2023
Janney Montgomery Scott LLC16,509$747 12/31/2023
     IGEB16,509$747 12/31/2023
Cetera Advisors LLC16,291$737 12/31/2023
     IGEB16,291$737 12/31/2023
Prudential Financial Inc.14,076$637 12/31/2023
     IGEB14,076$637 12/31/2023
Apollon Wealth Management LLC12,926$585 12/31/2023
     IGEB12,926$585 12/31/2023
Geneos Wealth Management Inc.12,641$572 12/31/2023
     IGEB12,641$572 12/31/2023
Nations Financial Group Inc. IA ADV11,721$526 03/31/2024
     IGEB11,721$526 03/31/2024
Comprehensive Wealth Management LLC11,371$514 12/31/2023
     IGEB11,371$514 12/31/2023
Royal Bank of Canada11,208$507 12/31/2023
     IGEB11,208$507 12/31/2023
National Bank of Canada FI9,953$448 12/31/2023
     IGEB9,953$448 12/31/2023
Sigma Planning Corp9,684$438 12/31/2023
     IGEB9,684$438 12/31/2023
1620 Investment Advisors Inc.8,966$406 12/31/2023
     IGEB8,966$406 12/31/2023
Synergy Financial Management LLC8,906$399 03/31/2024
     IGEB8,906$399 03/31/2024
JPMorgan Chase & Co.8,691$393 12/31/2023
     IGEB8,691$393 12/31/2023
ORG Partners LLC7,733$350 12/31/2023
     IGEB7,733$350 12/31/2023
Cyndeo Wealth Partners LLC7,168$321 03/31/2024
     IGEB7,168$321 03/31/2024
Raymond James & Associates6,443$289 03/31/2024
     IGEB6,443$289 03/31/2024
RWM Asset Management LLC6,327$284 03/31/2024
     IGEB6,327$284 03/31/2024
Thrivent Financial for Lutherans6,101$276 12/31/2023
     IGEB6,101$276 12/31/2023
Kraft Davis & Associates LLC5,426$244 12/31/2023
     IGEB5,426$244 12/31/2023
Kestra Advisory Services LLC5,051$229 12/31/2023
     IGEB5,051$229 12/31/2023
Comerica Bank4,384$198 12/31/2023
     IGEB4,384$198 12/31/2023
Phillips Financial Management LLC3,080$138 03/31/2024
     IGEB3,080$138 03/31/2024
The PNC Financial Services Group Inc.2,487$113 12/31/2023
     IGEB2,487$113 12/31/2023
South State CORP.1,236$56 12/31/2023
     IGEB1,236$56 12/31/2023
ICA Group Wealth Management LLC1,218$55 12/31/2023
     IGEB1,218$55 12/31/2023
Farther Finance Advisors LLC1,226$55 12/31/2023
     IGEB1,226$55 12/31/2023
Morgan Stanley587$27 12/31/2023
     IGEB587$27 12/31/2023
First Horizon Advisors Inc.546$24 03/31/2024
     IGEB546$24 03/31/2024
Glass Jacobson Investment Advisors llc523$23 03/31/2024
     IGEB523$23 03/31/2024
Proequities Inc.410$19 12/31/2023
     IGEB410$19 12/31/2023
GPS Wealth Strategies Group LLC300$14 12/31/2023
     IGEB300$14 12/31/2023
AdvisorNet Financial Inc209$9 03/31/2024
     IGEB209$9 03/31/2024
Capital Analysts LLC200$9 12/31/2023
     IGEB200$9 12/31/2023
Private Trust Co. NA185$8 03/31/2024
     IGEB185$8 03/31/2024
Huntington National Bank172$8 12/31/2023
     IGEB172$8 12/31/2023
GoalVest Advisory LLC156$7 03/31/2024
     IGEB156$7 03/31/2024
City State Bank161$7 03/31/2024
     IGEB161$7 03/31/2024
Principal Securities Inc.160$7 12/31/2023
     IGEB160$7 12/31/2023
Capital Investment Advisory Services LLC118$5 03/31/2024
     IGEB118$5 03/31/2024
Global Retirement Partners LLC105$5 03/31/2024
     IGEB105$5 03/31/2024
Sunbelt Securities Inc.57$3 03/31/2024
     IGEB57$3 03/31/2024
FMR LLC63$3 12/31/2023
     IGEB63$3 12/31/2023

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

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