Holdings Channel
Quotes delayed 20 minutes

Email EnvelopeFree IBDR Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Institutional Holders of IBDR

There is a long list of 317 institutional holders of IBDR 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 IBDR by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IBDR table below, the initial column indicates the name of each top institutional holder of IBDR, with a link to that fund's top holdings. The next columns indicate the amount of IBDR stock held by each of the institutional holders of IBDR, followed by the IBDR 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 DE6,876,696$164,353 12/31/2023
     IBDR6,876,696$164,353 12/31/2023
Shufro Rose & Co. LLC3,084,409$71,975 12/31/2023
     IBDR3,084,409$71,975 12/31/2023
Morgan Stanley2,960,981$70,767 12/31/2023
     IBDR2,960,981$70,767 12/31/2023
Northwestern Mutual Wealth Management Co.2,218,626$53,025 12/31/2023
     IBDR2,218,626$53,025 12/31/2023
UBS Group AG2,084,157$49,811 12/31/2023
     IBDR2,084,157$49,811 12/31/2023
LPL Financial LLC1,751,297$41,856 12/31/2023
     IBDR1,751,297$41,856 12/31/2023
Capital Advisors Inc. OK1,733,737$41,436 12/31/2023
     IBDR1,733,737$41,436 12/31/2023
GWM Advisors LLC1,622,187$38,736 12/31/2023
     IBDR1,622,187$38,736 12/31/2023
Envestnet Asset Management Inc.1,557,132$37,215 12/31/2023
     IBDR1,557,132$37,215 12/31/2023
Mercer Global Advisors Inc. ADV1,544,680$36,918 12/31/2023
     IBDR1,544,680$36,918 12/31/2023
Ameriprise Financial Inc.1,410,270$33,268 12/31/2023
     IBDR1,410,270$33,268 12/31/2023
Raymond James Financial Services Advisors Inc.1,324,997$31,601 03/31/2024
     IBDR1,324,997$31,601 03/31/2024
Royal Bank of Canada1,317,364$31,485 12/31/2023
     IBDR1,317,364$31,485 12/31/2023
Stifel Financial Corp1,186,686$28,362 12/31/2023
     IBDR1,186,686$28,362 12/31/2023
Wells Fargo & Company MN1,135,315$27,134 12/31/2023
     IBDR1,135,315$27,134 12/31/2023
Klingman & Associates LLC999,849$23,896 12/31/2023
     IBDR999,849$23,896 12/31/2023
Sigma Investment Counselors Inc.1,001,495$23,886 03/31/2024
     IBDR1,001,495$23,886 03/31/2024
HighTower Advisors LLC937,846$22,412 12/31/2023
     IBDR937,846$22,412 12/31/2023
Kathmere Capital Management LLC927,909$22,131 03/31/2024
     IBDR927,909$22,131 03/31/2024
Sound View Wealth Advisors Group LLC898,634$21,477 12/31/2023
     IBDR898,634$21,477 12/31/2023
Granite Bay Wealth Management LLC913,500$21,448 12/31/2023
     IBDR913,500$21,448 12/31/2023
Woodmont Investment Counsel LLC896,473$21,381 03/31/2024
     IBDR896,473$21,381 03/31/2024
Truist Financial Corp858,301$20,513 12/31/2023
     IBDR858,301$20,513 12/31/2023
Summitry LLC858,179$20,510 12/31/2023
     IBDR858,179$20,510 12/31/2023
Confluence Investment Management LLC845,491$20,165 03/31/2024
     IBDR845,491$20,165 03/31/2024
US Bancorp DE759,943$18,163 12/31/2023
     IBDR759,943$18,163 12/31/2023
RVW Wealth LLC736,759$17,572 03/31/2024
     IBDR736,759$17,572 03/31/2024
Benjamin F. Edwards & Company Inc.700,699$16,746 12/31/2023
     IBDR700,699$16,746 12/31/2023
Capital Investment Advisors LLC665,451$15,871 03/31/2024
     IBDR665,451$15,871 03/31/2024
Raymond James & Associates639,548$15,253 03/31/2024
     IBDR639,548$15,253 03/31/2024
Keeler Thomas Management LLC628,383$15,018 12/31/2023
     IBDR628,383$15,018 12/31/2023
Summit Asset Management LLC577,124$13,793 12/31/2023
     IBDR577,124$13,793 12/31/2023
MV Capital Management Inc.569,770$13,589 03/31/2024
     IBDR569,770$13,589 03/31/2024
Buffington Mohr McNeal569,706$13,587 03/31/2024
     IBDR569,706$13,587 03/31/2024
Commonwealth Equity Services LLC537,830$12,857 12/31/2023
     IBDR537,830$12,857 12/31/2023
Venture Visionary Partners LLC537,913$12,856 12/31/2023
     IBDR537,913$12,856 12/31/2023
Lido Advisors LLC532,913$12,737 12/31/2023
     IBDR532,913$12,737 12/31/2023
Arrow Financial Corp522,913$12,498 12/31/2023
     IBDR522,913$12,498 12/31/2023
HM Payson & Co.517,959$12,379 12/31/2023
     IBDR517,959$12,379 12/31/2023
CWM LLC501,161$11,953 03/31/2024
     IBDR501,161$11,953 03/31/2024
Baltimore Washington Financial Advisors Inc.478,189$11,429 12/31/2023
     IBDR478,189$11,429 12/31/2023
Stratos Wealth Partners LTD.440,988$10,518 03/31/2024
     IBDR440,988$10,518 03/31/2024
Howland Capital Management LLC417,237$9,972 12/31/2023
     IBDR417,237$9,972 12/31/2023
WJ Wealth Management LLC416,352$9,930 03/31/2024
     IBDR416,352$9,930 03/31/2024
CENTRAL TRUST Co397,030$9,469 03/31/2024
     IBDR397,030$9,469 03/31/2024
Global Retirement Partners LLC387,194$9,235 03/31/2024
     IBDR387,194$9,235 03/31/2024
Gateway Advisory LLC383,183$9,158 12/31/2023
     IBDR383,183$9,158 12/31/2023
Windsor Capital Management LLC359,636$8,577 03/31/2024
     IBDR359,636$8,577 03/31/2024
Beacon Pointe Advisors LLC358,523$8,569 12/31/2023
     IBDR358,523$8,569 12/31/2023
Snowden Capital Advisors LLC352,955$8,436 12/31/2023
     IBDR352,955$8,436 12/31/2023

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

Institutional Holders of IBDR | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.