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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Envestnet Asset Management Inc. | 1,095,639 | $49,572 | 12/31/2023 | IGEB | 1,095,639 | $49,572 | 12/31/2023 | CWM LLC | 989,938 | $44,399 | 03/31/2024 | IGEB | 989,938 | $44,399 | 03/31/2024 | Hennion & Walsh Asset Management Inc. | 740,203 | $33,198 | 03/31/2024 | IGEB | 740,203 | $33,198 | 03/31/2024 | LPL Financial LLC | 561,406 | $25,401 | 12/31/2023 | IGEB | 561,406 | $25,401 | 12/31/2023 | Waller Financial Planning Group Inc. | 473,950 | $21,257 | 03/31/2024 | IGEB | 473,950 | $21,257 | 03/31/2024 | Bank of America Corp DE | 407,557 | $18,440 | 12/31/2023 | IGEB | 407,557 | $18,440 | 12/31/2023 | MML Investors Services LLC | 331,564 | $15,002 | 12/31/2023 | IGEB | 331,564 | $15,002 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 319,758 | $14,341 | 03/31/2024 | IGEB | 319,758 | $14,341 | 03/31/2024 | Resources Investment Advisors LLC. | 312,532 | $14,141 | 12/31/2023 | IGEB | 312,532 | $14,141 | 12/31/2023 | Ameliora Wealth Management Ltd. | 284,232 | $12,748 | 03/31/2024 | IGEB | 284,232 | $12,748 | 03/31/2024 | United Capital Financial Advisers LLC | 269,006 | $12,171 | 12/31/2023 | IGEB | 269,006 | $12,171 | 12/31/2023 | Fundamentun LLC | 270,546 | $12,134 | 03/31/2024 | IGEB | 270,546 | $12,134 | 03/31/2024 | Paragon Wealth Strategies LLC | 262,867 | $11,893 | 12/31/2023 | IGEB | 262,867 | $11,893 | 12/31/2023 | Ameriprise Financial Inc. | 226,772 | $10,268 | 12/31/2023 | IGEB | 226,772 | $10,268 | 12/31/2023 | Private Advisor Group LLC | 216,444 | $9,793 | 12/31/2023 | IGEB | 216,444 | $9,793 | 12/31/2023 | McGlone Suttner Wealth Management Inc. | 215,481 | $9,664 | 03/31/2024 | IGEB | 215,481 | $9,664 | 03/31/2024 | Betterment LLC | 202,055 | $9,143 | 12/31/2023 | IGEB | 202,055 | $9,143 | 12/31/2023 | DORVAL Corp | 203,660 | $9,059 | 03/31/2024 | IGEB | 203,660 | $9,059 | 03/31/2024 | Goldman Sachs Group Inc. | 116,746 | $5,282 | 12/31/2023 | IGEB | 116,746 | $5,282 | 12/31/2023 | Stifel Financial Corp | 105,905 | $4,792 | 12/31/2023 | IGEB | 105,905 | $4,792 | 12/31/2023 | Systelligence LLC | 92,189 | $4,135 | 03/31/2024 | IGEB | 92,189 | $4,135 | 03/31/2024 | Bank of New York Mellon Corp | 89,958 | $4,035 | 03/31/2024 | IGEB | 89,958 | $4,035 | 03/31/2024 | Susquehanna International Group LLP | 64,356 | $2,912 | 12/31/2023 | IGEB | 64,356 | $2,912 | 12/31/2023 | RFG Advisory LLC | 61,964 | $2,779 | 03/31/2024 | IGEB | 61,964 | $2,779 | 03/31/2024 | Tennessee Valley Asset Management Partners | 54,897 | $2,462 | 03/31/2024 | IGEB | 54,897 | $2,462 | 03/31/2024 | Envestnet Portfolio Solutions Inc. | 48,339 | $2,187 | 12/31/2023 | IGEB | 48,339 | $2,187 | 12/31/2023 | Cetera Investment Advisers | 45,484 | $2,058 | 12/31/2023 | IGEB | 45,484 | $2,058 | 12/31/2023 | Commonwealth Equity Services LLC | 45,136 | $2,042 | 12/31/2023 | IGEB | 45,136 | $2,042 | 12/31/2023 | Advisor Group Holdings Inc. | 42,848 | $1,939 | 12/31/2023 | IGEB | 42,848 | $1,939 | 12/31/2023 | Buffington Mohr McNeal | 42,020 | $1,885 | 03/31/2024 | IGEB | 42,020 | $1,885 | 03/31/2024 | Advisory Services Network LLC | 38,860 | $1,758 | 12/31/2023 | IGEB | 38,860 | $1,758 | 12/31/2023 | Dohj LLC | 34,376 | $1,542 | 03/31/2024 | IGEB | 34,376 | $1,542 | 03/31/2024 | Park Avenue Securities LLC | 32,452 | $1,455 | 03/31/2024 | IGEB | 32,452 | $1,455 | 03/31/2024 | Altus Wealth Management LLC | 32,191 | $1,444 | 03/31/2024 | IGEB | 32,191 | $1,444 | 03/31/2024 | OLD Mission Capital LLC | 27,648 | $1,251 | 12/31/2023 | IGEB | 27,648 | $1,251 | 12/31/2023 | Jane Street Group LLC | 27,216 | $1,231 | 12/31/2023 | IGEB | 27,216 | $1,231 | 12/31/2023 | BlackRock Inc. | 25,536 | $1,155 | 12/31/2023 | IGEB | 25,536 | $1,155 | 12/31/2023 | CPA Asset Management LLC | 23,392 | $1,058 | 12/31/2023 | IGEB | 23,392 | $1,058 | 12/31/2023 | Ascent Group LLC | 22,343 | $996 | 12/31/2023 | IGEB | 22,343 | $996 | 12/31/2023 | Nwam LLC | 20,061 | $908 | 12/31/2023 | IGEB | 20,061 | $908 | 12/31/2023 | Cetera Advisor Networks LLC | 19,423 | $879 | 12/31/2023 | IGEB | 19,423 | $879 | 12/31/2023 | Prime Capital Investment Advisors LLC | 18,244 | $825 | 12/31/2023 | IGEB | 18,244 | $825 | 12/31/2023 | Founders Financial Securities LLC | 17,924 | $804 | 03/31/2024 | IGEB | 17,924 | $804 | 03/31/2024 | Lion Street Advisors LLC | 17,521 | $793 | 03/31/2024 | IGEB | 17,521 | $793 | 03/31/2024 | GWM Advisors LLC | 16,627 | $752 | 12/31/2023 | IGEB | 16,627 | $752 | 12/31/2023 | Janney Montgomery Scott LLC | 16,509 | $747 | 12/31/2023 | IGEB | 16,509 | $747 | 12/31/2023 | Cetera Advisors LLC | 16,291 | $737 | 12/31/2023 | IGEB | 16,291 | $737 | 12/31/2023 | Prudential Financial Inc. | 14,076 | $637 | 12/31/2023 | IGEB | 14,076 | $637 | 12/31/2023 | Apollon Wealth Management LLC | 12,926 | $585 | 12/31/2023 | IGEB | 12,926 | $585 | 12/31/2023 | Geneos Wealth Management Inc. | 12,641 | $572 | 12/31/2023 | IGEB | 12,641 | $572 | 12/31/2023 | Nations Financial Group Inc. IA ADV | 11,721 | $526 | 03/31/2024 | IGEB | 11,721 | $526 | 03/31/2024 | Comprehensive Wealth Management LLC | 11,371 | $514 | 12/31/2023 | IGEB | 11,371 | $514 | 12/31/2023 | Royal Bank of Canada | 11,208 | $507 | 12/31/2023 | IGEB | 11,208 | $507 | 12/31/2023 | National Bank of Canada FI | 9,953 | $448 | 12/31/2023 | IGEB | 9,953 | $448 | 12/31/2023 | Sigma Planning Corp | 9,684 | $438 | 12/31/2023 | IGEB | 9,684 | $438 | 12/31/2023 | 1620 Investment Advisors Inc. | 8,966 | $406 | 12/31/2023 | IGEB | 8,966 | $406 | 12/31/2023 | Synergy Financial Management LLC | 8,906 | $399 | 03/31/2024 | IGEB | 8,906 | $399 | 03/31/2024 | JPMorgan Chase & Co. | 8,691 | $393 | 12/31/2023 | IGEB | 8,691 | $393 | 12/31/2023 | ORG Partners LLC | 7,733 | $350 | 12/31/2023 | IGEB | 7,733 | $350 | 12/31/2023 | Cyndeo Wealth Partners LLC | 7,168 | $321 | 03/31/2024 | IGEB | 7,168 | $321 | 03/31/2024 | Raymond James & Associates | 6,443 | $289 | 03/31/2024 | IGEB | 6,443 | $289 | 03/31/2024 | RWM Asset Management LLC | 6,327 | $284 | 03/31/2024 | IGEB | 6,327 | $284 | 03/31/2024 | Thrivent Financial for Lutherans | 6,101 | $276 | 12/31/2023 | IGEB | 6,101 | $276 | 12/31/2023 | Kraft Davis & Associates LLC | 5,426 | $244 | 12/31/2023 | IGEB | 5,426 | $244 | 12/31/2023 | Kestra Advisory Services LLC | 5,051 | $229 | 12/31/2023 | IGEB | 5,051 | $229 | 12/31/2023 | Comerica Bank | 4,384 | $198 | 12/31/2023 | IGEB | 4,384 | $198 | 12/31/2023 | Phillips Financial Management LLC | 3,080 | $138 | 03/31/2024 | IGEB | 3,080 | $138 | 03/31/2024 | The PNC Financial Services Group Inc. | 2,487 | $113 | 12/31/2023 | IGEB | 2,487 | $113 | 12/31/2023 | South State CORP. | 1,236 | $56 | 12/31/2023 | IGEB | 1,236 | $56 | 12/31/2023 | ICA Group Wealth Management LLC | 1,218 | $55 | 12/31/2023 | IGEB | 1,218 | $55 | 12/31/2023 | Farther Finance Advisors LLC | 1,226 | $55 | 12/31/2023 | IGEB | 1,226 | $55 | 12/31/2023 | Morgan Stanley | 587 | $27 | 12/31/2023 | IGEB | 587 | $27 | 12/31/2023 | First Horizon Advisors Inc. | 546 | $24 | 03/31/2024 | IGEB | 546 | $24 | 03/31/2024 | Glass Jacobson Investment Advisors llc | 523 | $23 | 03/31/2024 | IGEB | 523 | $23 | 03/31/2024 | Proequities Inc. | 410 | $19 | 12/31/2023 | IGEB | 410 | $19 | 12/31/2023 | GPS Wealth Strategies Group LLC | 300 | $14 | 12/31/2023 | IGEB | 300 | $14 | 12/31/2023 | AdvisorNet Financial Inc | 209 | $9 | 03/31/2024 | IGEB | 209 | $9 | 03/31/2024 | Capital Analysts LLC | 200 | $9 | 12/31/2023 | IGEB | 200 | $9 | 12/31/2023 | Private Trust Co. NA | 185 | $8 | 03/31/2024 | IGEB | 185 | $8 | 03/31/2024 | Huntington National Bank | 172 | $8 | 12/31/2023 | IGEB | 172 | $8 | 12/31/2023 | GoalVest Advisory LLC | 156 | $7 | 03/31/2024 | IGEB | 156 | $7 | 03/31/2024 | City State Bank | 161 | $7 | 03/31/2024 | IGEB | 161 | $7 | 03/31/2024 | Principal Securities Inc. | 160 | $7 | 12/31/2023 | IGEB | 160 | $7 | 12/31/2023 | Capital Investment Advisory Services LLC | 118 | $5 | 03/31/2024 | IGEB | 118 | $5 | 03/31/2024 | Global Retirement Partners LLC | 105 | $5 | 03/31/2024 | IGEB | 105 | $5 | 03/31/2024 | Sunbelt Securities Inc. | 57 | $3 | 03/31/2024 | IGEB | 57 | $3 | 03/31/2024 | FMR LLC | 63 | $3 | 12/31/2023 | IGEB | 63 | $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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