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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Bank of America Corp DE | 6,777,279 | $167,805 | 12/31/2023 | IBDQ | 6,777,279 | $167,805 | 12/31/2023 | Morgan Stanley | 3,863,587 | $95,662 | 12/31/2023 | IBDQ | 3,863,587 | $95,662 | 12/31/2023 | Granite Bay Wealth Management LLC | 3,363,008 | $82,363 | 12/31/2023 | IBDQ | 3,363,008 | $82,363 | 12/31/2023 | UBS Group AG | 2,963,707 | $73,381 | 12/31/2023 | IBDQ | 2,963,707 | $73,381 | 12/31/2023 | GWM Advisors LLC | 2,469,179 | $61,170 | 12/31/2023 | IBDQ | 2,469,179 | $61,170 | 12/31/2023 | HM Payson & Co. | 2,124,122 | $52,593 | 12/31/2023 | IBDQ | 2,124,122 | $52,593 | 12/31/2023 | LPL Financial LLC | 1,806,304 | $44,724 | 12/31/2023 | IBDQ | 1,806,304 | $44,724 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 1,660,147 | $41,105 | 12/31/2023 | IBDQ | 1,660,147 | $41,105 | 12/31/2023 | Capital Advisors Inc. OK | 1,655,380 | $40,987 | 12/31/2023 | IBDQ | 1,655,380 | $40,987 | 12/31/2023 | Envestnet Asset Management Inc. | 1,639,522 | $40,595 | 12/31/2023 | IBDQ | 1,639,522 | $40,595 | 12/31/2023 | Ameriprise Financial Inc. | 1,591,273 | $39,007 | 12/31/2023 | IBDQ | 1,591,273 | $39,007 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 1,528,694 | $37,927 | 03/31/2024 | IBDQ | 1,528,694 | $37,927 | 03/31/2024 | Wells Fargo & Company MN | 1,528,545 | $37,847 | 12/31/2023 | IBDQ | 1,528,545 | $37,847 | 12/31/2023 | US Bancorp DE | 1,286,575 | $31,856 | 12/31/2023 | IBDQ | 1,286,575 | $31,856 | 12/31/2023 | Kathmere Capital Management LLC | 1,011,562 | $25,097 | 03/31/2024 | IBDQ | 1,011,562 | $25,097 | 03/31/2024 | Stifel Financial Corp | 982,809 | $24,334 | 12/31/2023 | IBDQ | 982,809 | $24,334 | 12/31/2023 | Sigma Investment Counselors Inc. | 971,748 | $24,060 | 12/31/2023 | IBDQ | 971,748 | $24,060 | 12/31/2023 | Royal Bank of Canada | 969,701 | $24,011 | 12/31/2023 | IBDQ | 969,701 | $24,011 | 12/31/2023 | Mariner LLC | 868,498 | $21,504 | 12/31/2023 | IBDQ | 868,498 | $21,504 | 12/31/2023 | Sound View Wealth Advisors Group LLC | 839,573 | $20,788 | 12/31/2023 | IBDQ | 839,573 | $20,788 | 12/31/2023 | Summitry LLC | 812,076 | $20,107 | 12/31/2023 | IBDQ | 812,076 | $20,107 | 12/31/2023 | Stratos Wealth Partners LTD. | 780,638 | $19,368 | 03/31/2024 | IBDQ | 780,638 | $19,368 | 03/31/2024 | Syntegra Private Wealth Group LLC | 774,124 | $19,167 | 12/31/2023 | IBDQ | 774,124 | $19,167 | 12/31/2023 | RVW Wealth LLC | 732,358 | $18,170 | 03/31/2024 | IBDQ | 732,358 | $18,170 | 03/31/2024 | Raymond James & Associates | 719,164 | $17,842 | 03/31/2024 | IBDQ | 719,164 | $17,842 | 03/31/2024 | Captrust Financial Advisors | 715,972 | $17,727 | 12/31/2023 | IBDQ | 715,972 | $17,727 | 12/31/2023 | Truist Financial Corp | 702,945 | $17,405 | 12/31/2023 | IBDQ | 702,945 | $17,405 | 12/31/2023 | Commonwealth Equity Services LLC | 680,166 | $16,841 | 12/31/2023 | IBDQ | 680,166 | $16,841 | 12/31/2023 | Capital Investment Advisors LLC | 659,879 | $16,372 | 03/31/2024 | IBDQ | 659,879 | $16,372 | 03/31/2024 | Glenview Trust Co | 660,340 | $16,350 | 12/31/2023 | IBDQ | 660,340 | $16,350 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 629,179 | $15,578 | 12/31/2023 | IBDQ | 629,179 | $15,578 | 12/31/2023 | Keeler Thomas Management LLC | 610,718 | $15,121 | 12/31/2023 | IBDQ | 610,718 | $15,121 | 12/31/2023 | Howland Capital Management LLC | 583,415 | $14,445 | 12/31/2023 | IBDQ | 583,415 | $14,445 | 12/31/2023 | Ashton Thomas Private Wealth LLC | 579,784 | $14,384 | 03/31/2024 | IBDQ | 579,784 | $14,384 | 03/31/2024 | MV Capital Management Inc. | 568,775 | $14,111 | 03/31/2024 | IBDQ | 568,775 | $14,111 | 03/31/2024 | Summit Asset Management LLC | 567,816 | $14,059 | 12/31/2023 | IBDQ | 567,816 | $14,059 | 12/31/2023 | MCF Advisors LLC | 556,516 | $13,807 | 03/31/2024 | IBDQ | 556,516 | $13,807 | 03/31/2024 | Buffington Mohr McNeal | 516,120 | $12,805 | 03/31/2024 | IBDQ | 516,120 | $12,805 | 03/31/2024 | Arrow Financial Corp | 495,962 | $12,280 | 12/31/2023 | IBDQ | 495,962 | $12,280 | 12/31/2023 | CWM LLC | 482,027 | $11,959 | 03/31/2024 | IBDQ | 482,027 | $11,959 | 03/31/2024 | Northwestern Mutual Wealth Management Co. | 477,127 | $11,814 | 12/31/2023 | IBDQ | 477,127 | $11,814 | 12/31/2023 | Lido Advisors LLC | 455,064 | $11,267 | 12/31/2023 | IBDQ | 455,064 | $11,267 | 12/31/2023 | CENTRAL TRUST Co | 453,192 | $11,221 | 12/31/2023 | IBDQ | 453,192 | $11,221 | 12/31/2023 | HighTower Advisors LLC | 437,068 | $10,808 | 12/31/2023 | IBDQ | 437,068 | $10,808 | 12/31/2023 | Beacon Pointe Advisors LLC | 432,178 | $10,701 | 12/31/2023 | IBDQ | 432,178 | $10,701 | 12/31/2023 | Advisor Group Holdings Inc. | 423,669 | $10,490 | 12/31/2023 | IBDQ | 423,669 | $10,490 | 12/31/2023 | Creative Planning | 401,589 | $9,943 | 12/31/2023 | IBDQ | 401,589 | $9,943 | 12/31/2023 | Windsor Capital Management LLC | 390,792 | $9,696 | 03/31/2024 | IBDQ | 390,792 | $9,696 | 03/31/2024 | Signature Wealth Management Group | 343,778 | $8,498 | 03/31/2024 | IBDQ | 343,778 | $8,498 | 03/31/2024 | Kestra Advisory Services LLC | 338,409 | $8,379 | 12/31/2023 | IBDQ | 338,409 | $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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