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There is a long list of 288 institutional holders of IBDS 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 IBDS by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IBDS table below,
the initial column indicates the name of each top institutional holder of IBDS, with a link to that fund's top holdings. The next columns
indicate the amount of IBDS stock held by each of the institutional holders of IBDS, followed by the IBDS 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 | 6,177,978 | $147,839 | 12/31/2023 | IBDS | 6,177,978 | $147,839 | 12/31/2023 | Capital Advisors Inc. OK | 2,815,867 | $67,384 | 12/31/2023 | IBDS | 2,815,867 | $67,384 | 12/31/2023 | Morgan Stanley | 2,806,449 | $67,158 | 12/31/2023 | IBDS | 2,806,449 | $67,158 | 12/31/2023 | Capital Investment Advisors LLC | 1,875,074 | $44,627 | 03/31/2024 | IBDS | 1,875,074 | $44,627 | 03/31/2024 | Granite Bay Wealth Management LLC | 1,888,167 | $44,048 | 12/31/2023 | IBDS | 1,888,167 | $44,048 | 12/31/2023 | UBS Group AG | 1,839,761 | $44,025 | 12/31/2023 | IBDS | 1,839,761 | $44,025 | 12/31/2023 | Royal Bank of Canada | 1,768,959 | $42,331 | 12/31/2023 | IBDS | 1,768,959 | $42,331 | 12/31/2023 | Miracle Mile Advisors LLC | 1,583,616 | $37,690 | 03/31/2024 | IBDS | 1,583,616 | $37,690 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 1,557,054 | $37,058 | 03/31/2024 | IBDS | 1,557,054 | $37,058 | 03/31/2024 | Aptus Capital Advisors LLC | 1,488,100 | $35,610 | 12/31/2023 | IBDS | 1,488,100 | $35,610 | 12/31/2023 | Envestnet Asset Management Inc. | 1,487,327 | $35,592 | 12/31/2023 | IBDS | 1,487,327 | $35,592 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 1,462,216 | $34,991 | 12/31/2023 | IBDS | 1,462,216 | $34,991 | 12/31/2023 | Ameriprise Financial Inc. | 1,329,266 | $31,658 | 12/31/2023 | IBDS | 1,329,266 | $31,658 | 12/31/2023 | GWM Advisors LLC | 1,206,467 | $28,803 | 12/31/2023 | IBDS | 1,206,467 | $28,803 | 12/31/2023 | LPL Financial LLC | 1,194,753 | $28,590 | 12/31/2023 | IBDS | 1,194,753 | $28,590 | 12/31/2023 | Woodmont Investment Counsel LLC | 1,155,599 | $27,503 | 03/31/2024 | IBDS | 1,155,599 | $27,503 | 03/31/2024 | Klingman & Associates LLC | 1,087,895 | $26,033 | 12/31/2023 | IBDS | 1,087,895 | $26,033 | 12/31/2023 | Wells Fargo & Company MN | 1,044,434 | $24,993 | 12/31/2023 | IBDS | 1,044,434 | $24,993 | 12/31/2023 | Truist Financial Corp | 1,003,862 | $24,022 | 12/31/2023 | IBDS | 1,003,862 | $24,022 | 12/31/2023 | Sigma Investment Counselors Inc. | 996,068 | $23,706 | 03/31/2024 | IBDS | 996,068 | $23,706 | 03/31/2024 | HighTower Advisors LLC | 957,306 | $22,908 | 12/31/2023 | IBDS | 957,306 | $22,908 | 12/31/2023 | Kathmere Capital Management LLC | 933,361 | $22,214 | 03/31/2024 | IBDS | 933,361 | $22,214 | 03/31/2024 | Advisors Capital Management LLC | 815,527 | $19,516 | 12/31/2023 | IBDS | 815,527 | $19,516 | 12/31/2023 | Sound View Wealth Advisors Group LLC | 746,143 | $17,855 | 12/31/2023 | IBDS | 746,143 | $17,855 | 12/31/2023 | RVW Wealth LLC | 716,830 | $17,061 | 03/31/2024 | IBDS | 716,830 | $17,061 | 03/31/2024 | US Bancorp DE | 670,181 | $16,037 | 12/31/2023 | IBDS | 670,181 | $16,037 | 12/31/2023 | Stifel Financial Corp | 577,657 | $13,823 | 12/31/2023 | IBDS | 577,657 | $13,823 | 12/31/2023 | Gateway Advisory LLC | 538,017 | $12,875 | 12/31/2023 | IBDS | 538,017 | $12,875 | 12/31/2023 | Raymond James & Associates | 535,587 | $12,747 | 03/31/2024 | IBDS | 535,587 | $12,747 | 03/31/2024 | MV Capital Management Inc. | 533,043 | $12,686 | 03/31/2024 | IBDS | 533,043 | $12,686 | 03/31/2024 | Arrow Financial Corp | 514,589 | $12,314 | 12/31/2023 | IBDS | 514,589 | $12,314 | 12/31/2023 | Hengehold Capital Management LLC | 515,779 | $12,276 | 03/31/2024 | IBDS | 515,779 | $12,276 | 03/31/2024 | Commonwealth Equity Services LLC | 506,160 | $12,112 | 12/31/2023 | IBDS | 506,160 | $12,112 | 12/31/2023 | Lido Advisors LLC | 495,341 | $11,854 | 12/31/2023 | IBDS | 495,341 | $11,854 | 12/31/2023 | Venture Visionary Partners LLC | 469,888 | $11,244 | 12/31/2023 | IBDS | 469,888 | $11,244 | 12/31/2023 | Global Retirement Partners LLC | 403,394 | $9,601 | 03/31/2024 | IBDS | 403,394 | $9,601 | 03/31/2024 | Keeler Thomas Management LLC | 378,207 | $9,050 | 12/31/2023 | IBDS | 378,207 | $9,050 | 12/31/2023 | WJ Wealth Management LLC | 372,622 | $8,868 | 03/31/2024 | IBDS | 372,622 | $8,868 | 03/31/2024 | CWM LLC | 369,852 | $8,802 | 03/31/2024 | IBDS | 369,852 | $8,802 | 03/31/2024 | Snowden Capital Advisors LLC | 354,661 | $8,487 | 12/31/2023 | IBDS | 354,661 | $8,487 | 12/31/2023 | Commonwealth Financial Services LLC | 327,362 | $7,834 | 12/31/2023 | IBDS | 327,362 | $7,834 | 12/31/2023 | Windsor Capital Management LLC | 314,906 | $7,495 | 03/31/2024 | IBDS | 314,906 | $7,495 | 03/31/2024 | Hamel Associates Inc. | 305,725 | $7,276 | 03/31/2024 | IBDS | 305,725 | $7,276 | 03/31/2024 | PFG Private Wealth Management LLC | 301,927 | $7,186 | 03/31/2024 | IBDS | 301,927 | $7,186 | 03/31/2024 | CENTRAL TRUST Co | 301,492 | $7,176 | 03/31/2024 | IBDS | 301,492 | $7,176 | 03/31/2024 | Benjamin F. Edwards & Company Inc. | 287,925 | $6,890 | 12/31/2023 | IBDS | 287,925 | $6,890 | 12/31/2023 | Janney Montgomery Scott LLC | 287,317 | $6,876 | 12/31/2023 | IBDS | 287,317 | $6,876 | 12/31/2023 | Kestra Advisory Services LLC | 284,667 | $6,812 | 12/31/2023 | IBDS | 284,667 | $6,812 | 12/31/2023 | Platte River Wealth Advisors LLC | 283,522 | $6,748 | 03/31/2024 | IBDS | 283,522 | $6,748 | 03/31/2024 | Peloton Wealth Strategists | 274,740 | $6,575 | 12/31/2023 | IBDS | 274,740 | $6,575 | 12/31/2023 |
See All: Funds Holding IBDS
See Details: Top 10 Hedge Funds Holding IBDS
Also See: IBDS Holdings Changes
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