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Institutional Holders of IBDQ

There is a long list of 347 institutional holders of IBDQ within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of IBDQ by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IBDQ table below, the initial column indicates the name of each top institutional holder of IBDQ, with a link to that fund's top holdings. The next columns indicate the amount of IBDQ stock held by each of the institutional holders of IBDQ, followed by the IBDQ position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE6,777,279$167,805 12/31/2023
     IBDQ6,777,279$167,805 12/31/2023
Morgan Stanley3,863,587$95,662 12/31/2023
     IBDQ3,863,587$95,662 12/31/2023
Granite Bay Wealth Management LLC3,363,008$82,363 12/31/2023
     IBDQ3,363,008$82,363 12/31/2023
UBS Group AG2,963,707$73,381 12/31/2023
     IBDQ2,963,707$73,381 12/31/2023
GWM Advisors LLC2,469,179$61,170 12/31/2023
     IBDQ2,469,179$61,170 12/31/2023
HM Payson & Co.2,124,122$52,593 12/31/2023
     IBDQ2,124,122$52,593 12/31/2023
LPL Financial LLC1,806,304$44,724 12/31/2023
     IBDQ1,806,304$44,724 12/31/2023
Mercer Global Advisors Inc. ADV1,660,147$41,105 12/31/2023
     IBDQ1,660,147$41,105 12/31/2023
Capital Advisors Inc. OK1,655,380$40,987 12/31/2023
     IBDQ1,655,380$40,987 12/31/2023
Envestnet Asset Management Inc.1,639,522$40,595 12/31/2023
     IBDQ1,639,522$40,595 12/31/2023
Ameriprise Financial Inc.1,591,273$39,007 12/31/2023
     IBDQ1,591,273$39,007 12/31/2023
Raymond James Financial Services Advisors Inc.1,528,694$37,927 03/31/2024
     IBDQ1,528,694$37,927 03/31/2024
Wells Fargo & Company MN1,528,545$37,847 12/31/2023
     IBDQ1,528,545$37,847 12/31/2023
US Bancorp DE1,286,575$31,856 12/31/2023
     IBDQ1,286,575$31,856 12/31/2023
Kathmere Capital Management LLC1,011,562$25,097 03/31/2024
     IBDQ1,011,562$25,097 03/31/2024
Stifel Financial Corp982,809$24,334 12/31/2023
     IBDQ982,809$24,334 12/31/2023
Sigma Investment Counselors Inc.971,748$24,060 12/31/2023
     IBDQ971,748$24,060 12/31/2023
Royal Bank of Canada969,701$24,011 12/31/2023
     IBDQ969,701$24,011 12/31/2023
Mariner LLC868,498$21,504 12/31/2023
     IBDQ868,498$21,504 12/31/2023
Sound View Wealth Advisors Group LLC839,573$20,788 12/31/2023
     IBDQ839,573$20,788 12/31/2023
Summitry LLC812,076$20,107 12/31/2023
     IBDQ812,076$20,107 12/31/2023
Stratos Wealth Partners LTD.780,638$19,368 03/31/2024
     IBDQ780,638$19,368 03/31/2024
Syntegra Private Wealth Group LLC774,124$19,167 12/31/2023
     IBDQ774,124$19,167 12/31/2023
RVW Wealth LLC732,358$18,170 03/31/2024
     IBDQ732,358$18,170 03/31/2024
Raymond James & Associates719,164$17,842 03/31/2024
     IBDQ719,164$17,842 03/31/2024
Captrust Financial Advisors715,972$17,727 12/31/2023
     IBDQ715,972$17,727 12/31/2023
Truist Financial Corp702,945$17,405 12/31/2023
     IBDQ702,945$17,405 12/31/2023
Commonwealth Equity Services LLC680,166$16,841 12/31/2023
     IBDQ680,166$16,841 12/31/2023
Capital Investment Advisors LLC659,879$16,372 03/31/2024
     IBDQ659,879$16,372 03/31/2024
Glenview Trust Co660,340$16,350 12/31/2023
     IBDQ660,340$16,350 12/31/2023
Benjamin F. Edwards & Company Inc.629,179$15,578 12/31/2023
     IBDQ629,179$15,578 12/31/2023
Keeler Thomas Management LLC610,718$15,121 12/31/2023
     IBDQ610,718$15,121 12/31/2023
Howland Capital Management LLC583,415$14,445 12/31/2023
     IBDQ583,415$14,445 12/31/2023
Ashton Thomas Private Wealth LLC579,784$14,384 03/31/2024
     IBDQ579,784$14,384 03/31/2024
MV Capital Management Inc.568,775$14,111 03/31/2024
     IBDQ568,775$14,111 03/31/2024
Summit Asset Management LLC567,816$14,059 12/31/2023
     IBDQ567,816$14,059 12/31/2023
MCF Advisors LLC556,516$13,807 03/31/2024
     IBDQ556,516$13,807 03/31/2024
Buffington Mohr McNeal516,120$12,805 03/31/2024
     IBDQ516,120$12,805 03/31/2024
Arrow Financial Corp495,962$12,280 12/31/2023
     IBDQ495,962$12,280 12/31/2023
CWM LLC482,027$11,959 03/31/2024
     IBDQ482,027$11,959 03/31/2024
Northwestern Mutual Wealth Management Co.477,127$11,814 12/31/2023
     IBDQ477,127$11,814 12/31/2023
Lido Advisors LLC455,064$11,267 12/31/2023
     IBDQ455,064$11,267 12/31/2023
CENTRAL TRUST Co453,192$11,221 12/31/2023
     IBDQ453,192$11,221 12/31/2023
HighTower Advisors LLC437,068$10,808 12/31/2023
     IBDQ437,068$10,808 12/31/2023
Beacon Pointe Advisors LLC432,178$10,701 12/31/2023
     IBDQ432,178$10,701 12/31/2023
Advisor Group Holdings Inc.423,669$10,490 12/31/2023
     IBDQ423,669$10,490 12/31/2023
Creative Planning401,589$9,943 12/31/2023
     IBDQ401,589$9,943 12/31/2023
Windsor Capital Management LLC390,792$9,696 03/31/2024
     IBDQ390,792$9,696 03/31/2024
Signature Wealth Management Group343,778$8,498 03/31/2024
     IBDQ343,778$8,498 03/31/2024
Kestra Advisory Services LLC338,409$8,379 12/31/2023
     IBDQ338,409$8,379 12/31/2023

See All: Funds Holding IBDQ
See Details: Top 10 Hedge Funds Holding IBDQ
Also See: IBDQ Holdings Changes

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