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Funds Holding IHTA

On this page, we present all of the funds holding IHTA from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IHTA, with a link to that fund's top holdings. The next columns indicate the amount of IHTA stock held by each of the funds holding IHTA, followed by the IHTA position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 21 funds holding IHTA within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Private Management Group Inc.. For more details on the positions held by Private Management Group Inc. (or by any of the other funds holding IHTA), click the fund name in the "Holder" column of the funds-holding-IHTA table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Private Management Group Inc.846,693$5,834 12/31/2023
     IHTA846,693$5,834 12/31/2023
Morgan Stanley747,469$5,150 12/31/2023
     IHTA747,469$5,150 12/31/2023
Sit Investment Associates Inc.435,855$3,003 12/31/2023
     IHTA435,855$3,003 12/31/2023
Raymond James Financial Services Advisors Inc.363,161$2,502 12/31/2023
     IHTA363,161$2,502 12/31/2023
Bulldog Investors LLC282,820$1,949 12/31/2023
     IHTA282,820$1,949 12/31/2023
Chicago Partners Investment Group LLC157,760$1,137 12/31/2023
     IHTA157,760$1,137 12/31/2023
Cetera Investment Advisers95,676$659 12/31/2023
     IHTA95,676$659 12/31/2023
Logan Stone Capital LLC74,282$512 12/31/2023
     IHTA74,282$512 12/31/2023
Integrated Wealth Concepts LLC63,685$439 12/31/2023
     IHTA63,685$439 12/31/2023
Susquehanna International Group LLP45,850$316 12/31/2023
     IHTA45,850$316 12/31/2023
Raymond James & Associates39,634$273 12/31/2023
     IHTA39,634$273 12/31/2023
Landscape Capital Management L.L.C.36,381$251 12/31/2023
     IHTA36,381$251 12/31/2023
Baird Financial Group Inc.32,729$226 12/31/2023
     IHTA32,729$226 12/31/2023
Captrust Financial Advisors32,568$224 12/31/2023
     IHTA32,568$224 12/31/2023
National Asset Management Inc.28,711$198 12/31/2023
     IHTA28,711$198 12/31/2023
Proequities Inc.18,822$130 12/31/2023
     IHTA18,822$130 12/31/2023
Cambridge Investment Research Advisors Inc.15,357$106 12/31/2023
     IHTA15,357$106 12/31/2023
Wells Fargo & Company MN12,732$88 12/31/2023
     IHTA12,732$88 12/31/2023
Edge Wealth Management LLC11,160$84 03/31/2024
     IHTA11,160$84 03/31/2024
Royal Bank of Canada10,000$69 12/31/2023
     IHTA10,000$69 12/31/2023
Qube Research & Technologies Ltd3,300$23 12/31/2023
     IHTA3,300$23 12/31/2023
Gradient Investments LLC352$2 12/31/2023
     IHTA352$2 12/31/2023

See Summary: Institutional Holders of IHTA
See Details: Top 10 Hedge Funds Holding IHTA
Also See: IHTA Insider Buying

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