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This page summarizes the IBDX holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether IBDX is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing IBDX Share Count |
|---|
| BlackRock Inc. |
47 |
1,189 |
+1,142 |
+2429.79% |
| Sigma Investment Counselors Inc. |
60,053 |
805,610 |
+745,557 |
+1241.50% |
| MV Capital Management Inc. |
55,867 |
527,788 |
+471,921 |
+844.72% |
| Segment Wealth Management LLC |
8,700 |
23,570 |
+14,870 |
+170.92% |
| Stokes Family Office LLC |
9,580 |
25,330 |
+15,750 |
+164.41% |
| Commonwealth Equity Services LLC |
33,721 |
71,758 |
+38,037 |
+112.80% |
| Addison Advisors LLC |
2,635 |
5,265 |
+2,630 |
+99.81% |
| Cliftonlarsonallen Wealth Advisors LLC |
15,007 |
28,813 |
+13,806 |
+92.00% |
| McGlone Suttner Wealth Management Inc. |
21,755 |
40,795 |
+19,040 |
+87.52% |
| Probity Advisors Inc. |
38,148 |
71,291 |
+33,143 |
+86.88% |
| Parallel Advisors LLC |
52,877 |
97,020 |
+44,143 |
+83.48% |
| Lyell Wealth Management LP |
89,550 |
161,650 |
+72,100 |
+80.51% |
| Signature Wealth Management Group |
49,849 |
85,925 |
+36,076 |
+72.37% |
| Stonebrook Private Inc. |
22,785 |
38,905 |
+16,120 |
+70.75% |
| REDW Wealth LLC |
32,638 |
51,628 |
+18,990 |
+58.18% |
| Mutual Advisors LLC |
10,794 |
17,069 |
+6,275 |
+58.13% |
| Janney Montgomery Scott LLC |
147,812 |
229,647 |
+81,835 |
+55.36% |
| Mendota Financial Group LLC |
22,568 |
34,871 |
+12,303 |
+54.52% |
| LPL Financial LLC |
156,236 |
241,082 |
+84,846 |
+54.31% |
| Raymond James & Associates |
44,099 |
66,869 |
+22,770 |
+51.63% |
| Wells Fargo & Company MN |
587,248 |
862,322 |
+275,074 |
+46.84% |
| Platte River Wealth Advisors LLC |
128,649 |
186,069 |
+57,420 |
+44.63% |
| Capital Investment Advisors LLC |
1,015,218 |
1,330,733 |
+315,515 |
+31.08% |
| HighTower Advisors LLC |
126,410 |
163,204 |
+36,794 |
+29.11% |
| Wealth Enhancement Advisory Services LLC |
31,242 |
40,170 |
+8,928 |
+28.58% |
| CWM LLC |
62,666 |
79,745 |
+17,079 |
+27.25% |
| Precedent Wealth Partners LLC |
13,420 |
16,587 |
+3,167 |
+23.60% |
| First Interstate Bank |
898,672 |
1,086,234 |
+187,562 |
+20.87% |
| Sandy Spring Bank |
114,032 |
134,459 |
+20,427 |
+17.91% |
| Avantax Advisory Services Inc. |
8,217 |
9,646 |
+1,429 |
+17.39% |
| Adirondack Trust Co. |
4,556 |
5,218 |
+662 |
+14.53% |
| Stony Point Wealth Management Inc. |
296,334 |
333,247 |
+36,913 |
+12.46% |
| Guidance Point Advisors LLC |
208,335 |
233,765 |
+25,430 |
+12.21% |
| Raymond James Financial Services Advisors Inc. |
485,322 |
520,986 |
+35,664 |
+7.35% |
| 4Thought Financial Group Inc. |
144,735 |
154,941 |
+10,206 |
+7.05% |
| Benjamin F. Edwards & Company Inc. |
128,245 |
134,842 |
+6,597 |
+5.14% |
| Koshinski Asset Management Inc. |
12,000 |
12,557 |
+557 |
+4.64% |
| MCF Advisors LLC |
88,815 |
92,402 |
+3,587 |
+4.04% |
| Summitry LLC |
1,260,126 |
1,307,787 |
+47,661 |
+3.78% |
| Gradient Capital Advisors LLC |
23,473 |
24,083 |
+610 |
+2.60% |
| 13F Filers Reporting New Positions In IBDX |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Associated Banc Corp |
0 |
19,750 |
+19,750 |
+100% |
| JPMorgan Chase & Co. |
0 |
27,431 |
+27,431 |
+100% |
| US Bancorp DE |
0 |
149,325 |
+149,325 |
+100% |
| Lincoln National Corp |
0 |
25,219 |
+25,219 |
+100% |
| The PNC Financial Services Group Inc. |
0 |
25 |
+25 |
+100% |
| J.W. Cole Advisors Inc. |
0 |
10,994 |
+10,994 |
+100% |
| Montecito Bank & Trust |
0 |
12,174 |
+12,174 |
+100% |
| Susquehanna International Group LLP |
0 |
28,074 |
+28,074 |
+100% |
| Roble Belko & Company Inc |
0 |
4,054 |
+4,054 |
+100% |
| Quantum Financial Advisors LLC |
0 |
53,726 |
+53,726 |
+100% |
| Cherry Tree Wealth Management LLC |
0 |
3,905 |
+3,905 |
+100% |
| Evergreen Private Wealth LLC |
0 |
116,746 |
+116,746 |
+100% |
| M3 Advisory Group LLC |
0 |
8,087 |
+8,087 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Allworth Financial LP |
849 |
849 |
UNCH |
0.00% |
| Cooper Haims Advisors LLC |
10,407 |
10,407 |
UNCH |
0.00% |
| Element Wealth LLC |
2,030 |
2,030 |
UNCH |
0.00% |
| 13F Filers Decreasing IBDX Share Count |
|---|
| Advisor Group Holdings Inc. |
881 |
345 |
-536 |
-60.84% |
| CENTRAL TRUST Co |
1,801 |
1,210 |
-591 |
-32.82% |
| Garrett Investment Advisors LLC |
110,564 |
89,170 |
-21,394 |
-19.35% |
| Little House Capital LLC |
47,851 |
40,655 |
-7,196 |
-15.04% |
| Benjamin Edwards Inc. |
26,381 |
24,650 |
-1,731 |
-6.56% |
| Paradigm Strategies in Wealth Management LLC |
253,113 |
249,350 |
-3,763 |
-1.49% |
| Archford Capital Strategies LLC |
82,457 |
81,701 |
-756 |
-0.92% |
| Krilogy Financial LLC |
172,671 |
171,138 |
-1,533 |
-0.89% |
| 13F Filers Exiting IBDX |
|---|
| RFG Advisory LLC |
69,576 |
0 |
-69,576 |
-100.00% |
See Summary: Institutional Holders of IBDX
See Details: Top 10 Hedge Funds Holding IBDX
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