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Funds Holding IIM

On this page, we present all of the funds holding IIM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IIM, with a link to that fund's top holdings. The next columns indicate the amount of IIM stock held by each of the funds holding IIM, followed by the IIM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 95 funds holding IIM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding IIM), click the fund name in the "Holder" column of the funds-holding-IIM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE1,031,940$12,105 12/31/2023
     IIM1,031,940$12,105 12/31/2023
Guggenheim Capital LLC1,027,755$12,056 12/31/2023
     IIM1,027,755$12,056 12/31/2023
Hennion & Walsh Asset Management Inc.937,066$11,245 03/31/2024
     IIM937,066$11,245 03/31/2024
Rivernorth Capital Management LLC568,595$6,670 12/31/2023
     IIM568,595$6,670 12/31/2023
UBS Group AG540,264$6,337 12/31/2023
     IIM540,264$6,337 12/31/2023
Morgan Stanley504,822$5,922 12/31/2023
     IIM504,822$5,922 12/31/2023
Robinson Capital Management LLC477,328$5,590 12/31/2023
     IIM477,328$5,590 12/31/2023
Advisors Asset Management Inc.471,182$5,527 12/31/2023
     IIM471,182$5,527 12/31/2023
Logan Stone Capital LLC391,526$4,593 12/31/2023
     IIM391,526$4,593 12/31/2023
Van ECK Associates Corp353,063$4,141 12/31/2023
     IIM353,063$4,141 12/31/2023
Wells Fargo & Company MN346,479$4,064 12/31/2023
     IIM346,479$4,064 12/31/2023
CNH Partners LLC328,193$3,850 12/31/2023
     IIM328,193$3,850 12/31/2023
Kennedy Investment Group225,673$2,647 12/31/2023
     IIM225,673$2,647 12/31/2023
Livelsberger Financial Advisory181,517$2,129 12/31/2023
     IIM181,517$2,129 12/31/2023
Sit Investment Associates Inc.166,079$1,948 12/31/2023
     IIM166,079$1,948 12/31/2023
Landscape Capital Management L.L.C.150,654$1,767 12/31/2023
     IIM150,654$1,767 12/31/2023
Rockefeller Capital Management L.P.147,821$1,734 12/31/2023
     IIM147,821$1,734 12/31/2023
LPL Financial LLC143,041$1,678 12/31/2023
     IIM143,041$1,678 12/31/2023
Advisor Group Holdings Inc.134,592$1,579 12/31/2023
     IIM134,592$1,579 12/31/2023
Cetera Advisor Networks LLC130,609$1,532 12/31/2023
     IIM130,609$1,532 12/31/2023
Leo Wealth LLC128,280$1,507 12/31/2023
     IIM128,280$1,507 12/31/2023
Invesco Ltd.111,579$1,309 12/31/2023
     IIM111,579$1,309 12/31/2023
BlackRock Inc.103,429$1,213 12/31/2023
     IIM103,429$1,213 12/31/2023
Commonwealth Equity Services LLC102,163$1,198 12/31/2023
     IIM102,163$1,198 12/31/2023
Capital Investment Advisors LLC74,888$899 03/31/2024
     IIM74,888$899 03/31/2024
Westchester Capital Management LLC68,766$807 12/31/2023
     IIM68,766$807 12/31/2023
Private Advisor Group LLC67,334$790 12/31/2023
     IIM67,334$790 12/31/2023
Royal Bank of Canada56,097$658 12/31/2023
     IIM56,097$658 12/31/2023
Cambridge Investment Research Advisors Inc.55,503$651 12/31/2023
     IIM55,503$651 12/31/2023
Stifel Financial Corp52,672$618 12/31/2023
     IIM52,672$618 12/31/2023
Wealth Quarterback LLC52,480$616 12/31/2023
     IIM52,480$616 12/31/2023
Cohen & Steers Inc.50,000$587 12/31/2023
     IIM50,000$587 12/31/2023
Private Wealth Strategies L.L.C.49,522$581 12/31/2023
     IIM49,522$581 12/31/2023
GWM Advisors LLC49,130$569 12/31/2023
     IIM49,130$569 12/31/2023
Fort Point Capital Partners LLC47,403$556 12/31/2023
     IIM47,403$556 12/31/2023
Ameriprise Financial Inc.44,117$518 12/31/2023
     IIM44,117$518 12/31/2023
Great Valley Advisor Group Inc.43,592$511 12/31/2023
     IIM43,592$511 12/31/2023
Kestra Advisory Services LLC41,655$489 12/31/2023
     IIM41,655$489 12/31/2023
Tyche Wealth Partners LLC40,325$473 12/31/2023
     IIM40,325$473 12/31/2023
Davis Investment Partners LLC37,113$427 03/31/2024
     IIM37,113$427 03/31/2024
Wolverine Asset Management LLC35,608$418 12/31/2023
     IIM35,608$418 12/31/2023
Nations Financial Group Inc. IA ADV33,784$396 12/31/2023
     IIM33,784$396 12/31/2023
TriaGen Wealth Management LLC33,734$396 12/31/2023
     IIM33,734$396 12/31/2023
Horizon Kinetics Asset Management LLC32,702$384 12/31/2023
     IIM32,702$384 12/31/2023
Citizens National Bank Trust Department31,600$371 12/31/2023
     IIM31,600$371 12/31/2023
The PNC Financial Services Group Inc.30,603$359 12/31/2023
     IIM30,603$359 12/31/2023
Weiss Asset Management LP29,674$348 12/31/2023
     IIM29,674$348 12/31/2023
Gridiron Partners LLC28,741$337 12/31/2023
     IIM28,741$337 12/31/2023
Goldman Sachs Group Inc.23,613$277 12/31/2023
     IIM23,613$277 12/31/2023
Fortitude Advisory Group L.L.C.22,402$263 12/31/2023
     IIM22,402$263 12/31/2023
Family Management Corp21,047$247 12/31/2023
     IIM21,047$247 12/31/2023
Wagner Wealth Management LLC21,057$247 12/31/2023
     IIM21,057$247 12/31/2023
Mariner LLC20,045$235 12/31/2023
     IIM20,045$235 12/31/2023
Beacon Pointe Advisors LLC19,794$232 12/31/2023
     IIM19,794$232 12/31/2023
Hollencrest Capital Management18,880$221 12/31/2023
     IIM18,880$221 12/31/2023
Wedbush Securities Inc.17,737$208 12/31/2023
     IIM17,737$208 12/31/2023
Clough Capital Partners L P16,800$197 12/31/2023
     IIM16,800$197 12/31/2023
Quarry LP16,800$197 12/31/2023
     IIM16,800$197 12/31/2023
Integrated Wealth Concepts LLC16,700$196 12/31/2023
     IIM16,700$196 12/31/2023
Raymond James Financial Services Advisors Inc.16,410$192 12/31/2023
     IIM16,410$192 12/31/2023
Elequin Capital LP13,945$164 12/31/2023
     IIM13,945$164 12/31/2023
Wealth Enhancement Advisory Services LLC13,460$162 03/31/2024
     IIM13,460$162 03/31/2024
US Bancorp DE13,097$154 12/31/2023
     IIM13,097$154 12/31/2023
Cetera Investment Advisers12,580$148 12/31/2023
     IIM12,580$148 12/31/2023
Avantax Advisory Services Inc.12,251$144 12/31/2023
     IIM12,251$144 12/31/2023
Virtu Financial LLC12,211$143 12/31/2023
     IIM12,211$143 12/31/2023
Alpine Global Management LLC11,200$131 12/31/2023
     IIM11,200$131 12/31/2023
Ackerman Capital Advisors LLC10,546$124 12/31/2023
     IIM10,546$124 12/31/2023
Bramshill Investments LLC9,256$109 12/31/2023
     IIM9,256$109 12/31/2023
Northwestern Mutual Wealth Management Co.6,809$80 12/31/2023
     IIM6,809$80 12/31/2023
CoreFirst Bank & Trust6,600$77 12/31/2023
     IIM6,600$77 12/31/2023
Sandy Spring Bank4,000$47 12/31/2023
     IIM4,000$47 12/31/2023
Highlander Capital Management LLC3,502$41 12/31/2023
     IIM3,502$41 12/31/2023
M&R Capital Management Inc.3,300$40 03/31/2024
     IIM3,300$40 03/31/2024
AdvisorNet Financial Inc1,885$23 03/31/2024
     IIM1,885$23 03/31/2024
Sugarloaf Wealth Management LLC1,949$23 12/31/2023
     IIM1,949$23 12/31/2023
Steward Partners Investment Advisory LLC1,372$16 12/31/2023
     IIM1,372$16 12/31/2023
Global Retirement Partners LLC1,000$12 12/31/2023
     IIM1,000$12 12/31/2023
S.A. Mason LLC746$9 03/31/2024
     IIM746$9 03/31/2024
Macroview Investment Management LLC695$8 12/31/2023
     IIM695$8 12/31/2023
First Horizon Advisors Inc.600$7 12/31/2023
     IIM600$7 12/31/2023
Baystate Wealth Management LLC503$6 12/31/2023
     IIM503$6 12/31/2023
Allworth Financial LP550$6 12/31/2023
     IIM550$6 12/31/2023
JPMorgan Chase & Co.398$5 12/31/2023
     IIM398$5 12/31/2023
Cambridge Trust Co.450$5 12/31/2023
     IIM450$5 12/31/2023
Anchor Investment Management LLC422$5 12/31/2023
     IIM422$5 12/31/2023
Planned Solutions Inc.464$5 12/31/2023
     IIM464$5 12/31/2023
Beacon Capital Management LLC399$5 12/31/2023
     IIM399$5 12/31/2023
CWM LLC353$4 03/31/2024
     IIM353$4 03/31/2024
Financial Perspectives Inc319$4 12/31/2023
     IIM319$4 12/31/2023
Investors Research Corp274$3 12/31/2023
     IIM274$3 12/31/2023
Signaturefd LLC201$2 12/31/2023
     IIM201$2 12/31/2023
Kozak & Associates Inc.193$2 12/31/2023
     IIM193$2 12/31/2023
Proequities Inc.0$0 12/31/2023
     IIM0$0 12/31/2023
Tower Research Capital LLC TRC 11$0 12/31/2023
     IIM11$0 12/31/2023
Advisory Services Network LLC0$0 12/31/2023
     IIM0$0 12/31/2023

See Summary: Institutional Holders of IIM
See Details: Top 10 Hedge Funds Holding IIM
Also See: IIM Insider Buying
Also See: IIM Holdings Changes

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