Holdings Channel
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Funds Holding ITM

On this page, we present all of the funds holding ITM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding ITM, with a link to that fund's top holdings. The next columns indicate the amount of ITM stock held by each of the funds holding ITM, followed by the ITM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 175 funds holding ITM 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 ITM), click the fund name in the "Holder" column of the funds-holding-ITM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE16,236,275$763,592 12/31/2023
     ITM16,236,275$763,592 12/31/2023
Northwestern Mutual Wealth Management Co.4,535,775$213,317 12/31/2023
     ITM4,535,775$213,317 12/31/2023
LPL Financial LLC1,453,245$68,346 12/31/2023
     ITM1,453,245$68,346 12/31/2023
FMR LLC1,048,527$49,312 12/31/2023
     ITM1,048,527$49,312 12/31/2023
HTLF Bank981,908$46,179 12/31/2023
     ITM981,908$46,179 12/31/2023
Envestnet Asset Management Inc.972,193$45,722 12/31/2023
     ITM972,193$45,722 12/31/2023
Wealth Enhancement Advisory Services LLC840,578$39,095 03/31/2024
     ITM840,578$39,095 03/31/2024
Morgan Stanley736,974$34,660 12/31/2023
     ITM736,974$34,660 12/31/2023
CX Institutional663,369$30,850 03/31/2024
     ITM663,369$30,850 03/31/2024
Wells Fargo & Company MN650,955$30,614 12/31/2023
     ITM650,955$30,614 12/31/2023
UBS Group AG606,558$28,526 12/31/2023
     ITM606,558$28,526 12/31/2023
Renaissance Technologies LLC602,902$28,354 12/31/2023
     ITM602,902$28,354 12/31/2023
Willis Johnson & Associates Inc.412,568$19,403 12/31/2023
     ITM412,568$19,403 12/31/2023
STA Wealth Management LLC382,936$18,009 12/31/2023
     ITM382,936$18,009 12/31/2023
Mather Group LLC.355,629$16,725 03/31/2024
     ITM355,629$16,725 03/31/2024
Stifel Financial Corp333,607$15,690 12/31/2023
     ITM333,607$15,690 12/31/2023
JPMorgan Chase & Co.331,756$15,602 12/31/2023
     ITM331,756$15,602 12/31/2023
OLD National Bancorp IN268,240$12,476 03/31/2024
     ITM268,240$12,476 03/31/2024
Cliftonlarsonallen Wealth Advisors LLC247,727$11,651 12/31/2023
     ITM247,727$11,651 12/31/2023
Davidson Investment Advisors247,102$11,621 12/31/2023
     ITM247,102$11,621 12/31/2023
Truist Financial Corp210,281$9,890 12/31/2023
     ITM210,281$9,890 12/31/2023
Advisor Group Holdings Inc.184,939$8,696 12/31/2023
     ITM184,939$8,696 12/31/2023
Resources Investment Advisors LLC.184,769$8,690 12/31/2023
     ITM184,769$8,690 12/31/2023
Condor Capital Management171,141$8,049 12/31/2023
     ITM171,141$8,049 12/31/2023
Clark Capital Management Group Inc.167,297$7,868 12/31/2023
     ITM167,297$7,868 12/31/2023
Ameriprise Financial Inc.164,868$7,762 12/31/2023
     ITM164,868$7,762 12/31/2023
Kovitz Investment Group Partners LLC144,969$6,818 12/31/2023
     ITM144,969$6,818 12/31/2023
FOCUS Wealth Advisors LLC146,575$6,817 03/31/2024
     ITM146,575$6,817 03/31/2024
Brandywine Oak Private Wealth LLC131,369$6,178 12/31/2023
     ITM131,369$6,178 12/31/2023
GWM Advisors LLC133,008$6,159 12/31/2023
     ITM133,008$6,159 12/31/2023
Cerity Partners LLC129,178$6,075 12/31/2023
     ITM129,178$6,075 12/31/2023
Royal Bank of Canada108,929$5,123 12/31/2023
     ITM108,929$5,123 12/31/2023
Cambridge Investment Research Advisors Inc.101,292$4,764 12/31/2023
     ITM101,292$4,764 12/31/2023
Comerica Bank100,956$4,748 12/31/2023
     ITM100,956$4,748 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC92,524$4,351 12/31/2023
     ITM92,524$4,351 12/31/2023
Thrivent Financial for Lutherans87,660$4,123 12/31/2023
     ITM87,660$4,123 12/31/2023
Raymond James Financial Services Advisors Inc.82,581$3,884 12/31/2023
     ITM82,581$3,884 12/31/2023
Raymond James & Associates73,642$3,463 12/31/2023
     ITM73,642$3,463 12/31/2023
Steel Peak Wealth Management LLC70,984$3,301 03/31/2024
     ITM70,984$3,301 03/31/2024
Park Avenue Securities LLC70,304$3,270 03/31/2024
     ITM70,304$3,270 03/31/2024
HighTower Advisors LLC65,530$3,079 12/31/2023
     ITM65,530$3,079 12/31/2023
Goodwin Investment Advisory63,450$2,984 12/31/2023
     ITM63,450$2,984 12/31/2023
Rehmann Capital Advisory Group53,918$2,536 12/31/2023
     ITM53,918$2,536 12/31/2023
Cornerstone Wealth Management LLC52,207$2,455 12/31/2023
     ITM52,207$2,455 12/31/2023
Sykon Capital LLC52,191$2,455 12/31/2023
     ITM52,191$2,455 12/31/2023
Commonwealth Equity Services LLC52,098$2,450 12/31/2023
     ITM52,098$2,450 12/31/2023
Vicus Capital49,859$2,319 03/31/2024
     ITM49,859$2,319 03/31/2024
Prudential Financial Inc.48,154$2,265 12/31/2023
     ITM48,154$2,265 12/31/2023
Granite Harbor Advisors Inc.47,492$2,234 12/31/2023
     ITM47,492$2,234 12/31/2023
MML Investors Services LLC47,208$2,220 12/31/2023
     ITM47,208$2,220 12/31/2023
Principal Securities Inc.45,587$2,144 12/31/2023
     ITM45,587$2,144 12/31/2023
Proquility Private Wealth Partners LLC44,188$2,078 12/31/2023
     ITM44,188$2,078 12/31/2023
Idaho Trust Bank43,946$2,066 12/31/2023
     ITM43,946$2,066 12/31/2023
Cetera Advisor Networks LLC42,660$2,006 12/31/2023
     ITM42,660$2,006 12/31/2023
Aquire Wealth Advisors LLC42,265$1,988 12/31/2023
     ITM42,265$1,988 12/31/2023
The PNC Financial Services Group Inc.41,030$1,930 12/31/2023
     ITM41,030$1,930 12/31/2023
Avantax Advisory Services Inc.40,741$1,916 12/31/2023
     ITM40,741$1,916 12/31/2023
Cetera Investment Advisers40,458$1,903 12/31/2023
     ITM40,458$1,903 12/31/2023
Oppenheimer & Co. Inc.40,355$1,898 12/31/2023
     ITM40,355$1,898 12/31/2023
Beaumont Financial Advisors LLC37,942$1,784 12/31/2023
     ITM37,942$1,784 12/31/2023
Baird Financial Group Inc.37,693$1,773 12/31/2023
     ITM37,693$1,773 12/31/2023
Rockefeller Capital Management L.P.35,533$1,671 12/31/2023
     ITM35,533$1,671 12/31/2023
Parkside Financial Bank & Trust33,561$1,578 12/31/2023
     ITM33,561$1,578 12/31/2023
Lazard Asset Management LLC31,198$1,467 12/31/2023
     ITM31,198$1,467 12/31/2023
US Bancorp DE29,716$1,398 12/31/2023
     ITM29,716$1,398 12/31/2023
Massmutual Trust Co. FSB ADV28,262$1,314 03/31/2024
     ITM28,262$1,314 03/31/2024
1620 Investment Advisors Inc.27,544$1,295 12/31/2023
     ITM27,544$1,295 12/31/2023
Paul Damon & Associates Inc.26,495$1,246 12/31/2023
     ITM26,495$1,246 12/31/2023
James Investment Research Inc.26,428$1,243 12/31/2023
     ITM26,428$1,243 12/31/2023
Financial Counselors Inc.26,439$1,243 12/31/2023
     ITM26,439$1,243 12/31/2023
CWM LLC26,698$1,242 03/31/2024
     ITM26,698$1,242 03/31/2024
Highland Financial Advisors LLC26,125$1,229 12/31/2023
     ITM26,125$1,229 12/31/2023
Financial Engines Advisors L.L.C.25,775$1,212 12/31/2023
     ITM25,775$1,212 12/31/2023
GenTrust LLC24,321$1,144 12/31/2023
     ITM24,321$1,144 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management24,274$1,142 12/31/2023
     ITM24,274$1,142 12/31/2023
Northern Oak Wealth Management Inc.23,191$1,091 12/31/2023
     ITM23,191$1,091 12/31/2023
SigFig Wealth Management LLC22,638$1,065 12/31/2023
     ITM22,638$1,065 12/31/2023
Retirement Capital Strategies21,495$1,011 12/31/2023
     ITM21,495$1,011 12/31/2023
Running Point Capital Advisors LLC20,612$969 12/31/2023
     ITM20,612$969 12/31/2023
Baker Avenue Asset Management LP20,110$946 12/31/2023
     ITM20,110$946 12/31/2023
Alesco Advisors LLC19,450$915 12/31/2023
     ITM19,450$915 12/31/2023
Envestnet Portfolio Solutions Inc.19,374$911 12/31/2023
     ITM19,374$911 12/31/2023
Private Advisor Group LLC18,547$872 12/31/2023
     ITM18,547$872 12/31/2023
Janney Montgomery Scott LLC18,038$848 12/31/2023
     ITM18,038$848 12/31/2023
Westside Investment Management Inc.16,120$758 12/31/2023
     ITM16,120$758 12/31/2023
Petra Financial Advisors Inc.15,470$728 12/31/2023
     ITM15,470$728 12/31/2023
Creative Planning14,188$667 12/31/2023
     ITM14,188$667 12/31/2023
Kestra Advisory Services LLC13,877$653 12/31/2023
     ITM13,877$653 12/31/2023
Sheets Smith Wealth Management13,600$640 12/31/2023
     ITM13,600$640 12/31/2023
MY Wealth Management Inc.13,538$637 12/31/2023
     ITM13,538$637 12/31/2023
Aveo Capital Partners LLC13,066$614 12/31/2023
     ITM13,066$614 12/31/2023
StrategIQ Financial Group LLC12,972$610 12/31/2023
     ITM12,972$610 12/31/2023
Ameritas Investment Partners Inc.12,862$605 12/31/2023
     ITM12,862$605 12/31/2023
Clearwater Capital Advisors LLC12,193$573 12/31/2023
     ITM12,193$573 12/31/2023
Bank of Montreal Can11,539$543 12/31/2023
     ITM11,539$543 12/31/2023
Private Ocean LLC11,601$540 03/31/2024
     ITM11,601$540 03/31/2024
Private Trust Co. NA11,380$535 12/31/2023
     ITM11,380$535 12/31/2023
Lee Financial Co10,500$494 12/31/2023
     ITM10,500$494 12/31/2023
CFS Investment Advisory Services LLC10,298$484 12/31/2023
     ITM10,298$484 12/31/2023
Optimum Investment Advisors10,250$477 03/31/2024
     ITM10,250$477 03/31/2024
Charles Schwab Investment Management Inc.10,131$476 12/31/2023
     ITM10,131$476 12/31/2023
First Trust Advisors LP9,744$458 12/31/2023
     ITM9,744$458 12/31/2023
Merit Financial Group LLC9,611$452 12/31/2023
     ITM9,611$452 12/31/2023
Flow Traders U.S. LLC9,533$448 12/31/2023
     ITM9,533$448 12/31/2023
Capital Advisors Wealth Management LLC9,560$445 03/31/2024
     ITM9,560$445 03/31/2024
Dorsey & Whitney Trust CO LLC9,294$437 12/31/2023
     ITM9,294$437 12/31/2023
RFG Advisory LLC9,183$427 03/31/2024
     ITM9,183$427 03/31/2024
National Asset Management Inc.9,053$426 12/31/2023
     ITM9,053$426 12/31/2023
Gradient Investments LLC8,746$411 12/31/2023
     ITM8,746$411 12/31/2023
Hummer Financial Advisory Services Inc8,750$407 03/31/2024
     ITM8,750$407 03/31/2024
ONE Advisory Partners LLC8,711$405 03/31/2024
     ITM8,711$405 03/31/2024
Prospera Financial Services Inc7,760$365 12/31/2023
     ITM7,760$365 12/31/2023
Nations Financial Group Inc. IA ADV7,499$353 12/31/2023
     ITM7,499$353 12/31/2023
FFT Wealth Management LLC7,446$350 12/31/2023
     ITM7,446$350 12/31/2023
Axxcess Wealth Management LLC7,237$340 12/31/2023
     ITM7,237$340 12/31/2023
Kingsview Wealth Management LLC7,121$335 12/31/2023
     ITM7,121$335 12/31/2023
Foster & Motley Inc.7,141$332 03/31/2024
     ITM7,141$332 03/31/2024
Ameraudi Asset Management Inc.6,890$324 12/31/2023
     ITM6,890$324 12/31/2023
Conservest Capital Advisors Inc.6,840$322 12/31/2023
     ITM6,840$322 12/31/2023
JNBA Financial Advisors6,702$315 12/31/2023
     ITM6,702$315 12/31/2023
Prime Capital Investment Advisors LLC6,542$308 12/31/2023
     ITM6,542$308 12/31/2023
Innova Wealth Partners6,535$307 12/31/2023
     ITM6,535$307 12/31/2023
Apexium Financial LP6,465$304 12/31/2023
     ITM6,465$304 12/31/2023
Sargent Investment Group LLC6,432$302 12/31/2023
     ITM6,432$302 12/31/2023
NewEdge Wealth LLC6,417$302 12/31/2023
     ITM6,417$302 12/31/2023
Dakota Wealth Management6,333$298 12/31/2023
     ITM6,333$298 12/31/2023
First Citizens Asset Management Inc.6,276$295 12/31/2023
     ITM6,276$295 12/31/2023
Kwmg LLC6,055$282 03/31/2024
     ITM6,055$282 03/31/2024
Putnam FL Investment Management Co.5,863$276 12/31/2023
     ITM5,863$276 12/31/2023
Strategic Blueprint LLC5,875$276 12/31/2023
     ITM5,875$276 12/31/2023
Stephens Inc. AR5,557$261 12/31/2023
     ITM5,557$261 12/31/2023
Watershed Private Wealth LLC5,528$260 12/31/2023
     ITM5,528$260 12/31/2023
Qube Research & Technologies Ltd5,451$256 12/31/2023
     ITM5,451$256 12/31/2023
Atria Wealth Solutions Inc.5,401$254 12/31/2023
     ITM5,401$254 12/31/2023
Global Retirement Partners LLC5,144$240 12/31/2023
     ITM5,144$240 12/31/2023
Synovus Financial Corp5,054$238 12/31/2023
     ITM5,054$238 12/31/2023
Visionary Wealth Advisors4,972$234 12/31/2023
     ITM4,972$234 12/31/2023
Mariner LLC4,750$223 12/31/2023
     ITM4,750$223 12/31/2023
Captrust Financial Advisors4,700$221 12/31/2023
     ITM4,700$221 12/31/2023
Orion Portfolio Solutions LLC4,399$207 12/31/2023
     ITM4,399$207 12/31/2023
Cetera Advisors LLC4,370$206 12/31/2023
     ITM4,370$206 12/31/2023
Regent Peak Wealth Advisors LLC4,321$203 12/31/2023
     ITM4,321$203 12/31/2023
Winthrop Capital Management LLC3,374$159 12/31/2023
     ITM3,374$159 12/31/2023
BNP Paribas Arbitrage SA3,265$154 12/31/2023
     ITM3,265$154 12/31/2023
IFP Advisors Inc1,925$91 12/31/2023
     ITM1,925$91 12/31/2023
Steward Partners Investment Advisory LLC1,567$74 12/31/2023
     ITM1,567$74 12/31/2023
Ancora Advisors LLC1,272$60 12/31/2023
     ITM1,272$60 12/31/2023
Founders Financial Alliance LLC1,252$59 12/31/2023
     ITM1,252$59 12/31/2023
Front Row Advisors LLC1,200$56 12/31/2023
     ITM1,200$56 12/31/2023
O Dell Group LLC1,125$53 12/31/2023
     ITM1,125$53 12/31/2023
First Horizon Advisors Inc.1,114$52 12/31/2023
     ITM1,114$52 12/31/2023
First Personal Financial Services1,102$52 12/31/2023
     ITM1,102$52 12/31/2023
Avalon Trust Co1,100$52 12/31/2023
     ITM1,100$52 12/31/2023
Advisory Services Network LLC976$46 12/31/2023
     ITM976$46 12/31/2023
Aspire Private Capital LLC858$40 03/31/2024
     ITM858$40 03/31/2024
Ronald Blue Trust Inc.794$35 12/31/2023
     ITM794$35 12/31/2023
Cherry Tree Wealth Management LLC699$33 12/31/2023
     ITM699$33 12/31/2023
Van ECK Associates Corp645$30 12/31/2023
     ITM645$30 12/31/2023
Pacific Capital Wealth Advisors Inc.620$29 12/31/2023
     ITM620$29 12/31/2023
Capital Analysts LLC552$26 12/31/2023
     ITM552$26 12/31/2023
AllSquare Wealth Management LLC525$25 12/31/2023
     ITM525$25 12/31/2023
Blair William & Co. IL400$19 12/31/2023
     ITM400$19 12/31/2023
Farther Finance Advisors LLC400$19 12/31/2023
     ITM400$19 12/31/2023
Tsfg LLC315$15 03/31/2024
     ITM315$15 03/31/2024
Brown Brothers Harriman & Co.312$15 12/31/2023
     ITM312$15 12/31/2023
Hallmark Capital Management Inc.327$15 12/31/2023
     ITM327$15 12/31/2023
Proequities Inc.200$9 12/31/2023
     ITM200$9 12/31/2023
Salomon & Ludwin LLC200$9 12/31/2023
     ITM200$9 12/31/2023
Tower Research Capital LLC TRC 112$5 12/31/2023
     ITM112$5 12/31/2023
Archer Investment Corp88$4 12/31/2023
     ITM88$4 12/31/2023
Tortoise Investment Management LLC68$3 12/31/2023
     ITM68$3 12/31/2023
Impact Partnership Wealth LLC62$3 12/31/2023
     ITM62$3 12/31/2023
Atlantic Edge Private Wealth Management LLC20$1 12/31/2023
     ITM20$1 12/31/2023
DHJJ Financial Advisors Ltd.4$0 03/31/2024
     ITM4$0 03/31/2024
Huntington National Bank1$0 12/31/2023
     ITM1$0 12/31/2023
Citadel Advisors LLC15,000$-705 12/31/2023
     Put15,000$705 12/31/2023

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

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