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Institutional Holders of IBDS

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE6,177,978$147,839 12/31/2023
     IBDS6,177,978$147,839 12/31/2023
Capital Advisors Inc. OK2,815,867$67,384 12/31/2023
     IBDS2,815,867$67,384 12/31/2023
Morgan Stanley2,806,449$67,158 12/31/2023
     IBDS2,806,449$67,158 12/31/2023
Capital Investment Advisors LLC1,875,074$44,627 03/31/2024
     IBDS1,875,074$44,627 03/31/2024
Granite Bay Wealth Management LLC1,888,167$44,048 12/31/2023
     IBDS1,888,167$44,048 12/31/2023
UBS Group AG1,839,761$44,025 12/31/2023
     IBDS1,839,761$44,025 12/31/2023
Royal Bank of Canada1,768,959$42,331 12/31/2023
     IBDS1,768,959$42,331 12/31/2023
Miracle Mile Advisors LLC1,583,616$37,690 03/31/2024
     IBDS1,583,616$37,690 03/31/2024
Raymond James Financial Services Advisors Inc.1,557,054$37,058 03/31/2024
     IBDS1,557,054$37,058 03/31/2024
Aptus Capital Advisors LLC1,488,100$35,610 12/31/2023
     IBDS1,488,100$35,610 12/31/2023
Envestnet Asset Management Inc.1,487,327$35,592 12/31/2023
     IBDS1,487,327$35,592 12/31/2023
Mercer Global Advisors Inc. ADV1,462,216$34,991 12/31/2023
     IBDS1,462,216$34,991 12/31/2023
Ameriprise Financial Inc.1,329,266$31,658 12/31/2023
     IBDS1,329,266$31,658 12/31/2023
GWM Advisors LLC1,206,467$28,803 12/31/2023
     IBDS1,206,467$28,803 12/31/2023
LPL Financial LLC1,194,753$28,590 12/31/2023
     IBDS1,194,753$28,590 12/31/2023
Woodmont Investment Counsel LLC1,155,599$27,503 03/31/2024
     IBDS1,155,599$27,503 03/31/2024
Klingman & Associates LLC1,087,895$26,033 12/31/2023
     IBDS1,087,895$26,033 12/31/2023
Wells Fargo & Company MN1,044,434$24,993 12/31/2023
     IBDS1,044,434$24,993 12/31/2023
Truist Financial Corp1,003,862$24,022 12/31/2023
     IBDS1,003,862$24,022 12/31/2023
Sigma Investment Counselors Inc.996,068$23,706 03/31/2024
     IBDS996,068$23,706 03/31/2024
HighTower Advisors LLC957,306$22,908 12/31/2023
     IBDS957,306$22,908 12/31/2023
Kathmere Capital Management LLC933,361$22,214 03/31/2024
     IBDS933,361$22,214 03/31/2024
Advisors Capital Management LLC815,527$19,516 12/31/2023
     IBDS815,527$19,516 12/31/2023
Sound View Wealth Advisors Group LLC746,143$17,855 12/31/2023
     IBDS746,143$17,855 12/31/2023
RVW Wealth LLC716,830$17,061 03/31/2024
     IBDS716,830$17,061 03/31/2024
US Bancorp DE670,181$16,037 12/31/2023
     IBDS670,181$16,037 12/31/2023
Stifel Financial Corp577,657$13,823 12/31/2023
     IBDS577,657$13,823 12/31/2023
Gateway Advisory LLC538,017$12,875 12/31/2023
     IBDS538,017$12,875 12/31/2023
Raymond James & Associates535,587$12,747 03/31/2024
     IBDS535,587$12,747 03/31/2024
MV Capital Management Inc.533,043$12,686 03/31/2024
     IBDS533,043$12,686 03/31/2024
Arrow Financial Corp514,589$12,314 12/31/2023
     IBDS514,589$12,314 12/31/2023
Hengehold Capital Management LLC515,779$12,276 03/31/2024
     IBDS515,779$12,276 03/31/2024
Commonwealth Equity Services LLC506,160$12,112 12/31/2023
     IBDS506,160$12,112 12/31/2023
Lido Advisors LLC495,341$11,854 12/31/2023
     IBDS495,341$11,854 12/31/2023
Venture Visionary Partners LLC469,888$11,244 12/31/2023
     IBDS469,888$11,244 12/31/2023
Global Retirement Partners LLC403,394$9,601 03/31/2024
     IBDS403,394$9,601 03/31/2024
Keeler Thomas Management LLC378,207$9,050 12/31/2023
     IBDS378,207$9,050 12/31/2023
WJ Wealth Management LLC372,622$8,868 03/31/2024
     IBDS372,622$8,868 03/31/2024
CWM LLC369,852$8,802 03/31/2024
     IBDS369,852$8,802 03/31/2024
Snowden Capital Advisors LLC354,661$8,487 12/31/2023
     IBDS354,661$8,487 12/31/2023
Commonwealth Financial Services LLC327,362$7,834 12/31/2023
     IBDS327,362$7,834 12/31/2023
Windsor Capital Management LLC314,906$7,495 03/31/2024
     IBDS314,906$7,495 03/31/2024
Hamel Associates Inc.305,725$7,276 03/31/2024
     IBDS305,725$7,276 03/31/2024
PFG Private Wealth Management LLC301,927$7,186 03/31/2024
     IBDS301,927$7,186 03/31/2024
CENTRAL TRUST Co301,492$7,176 03/31/2024
     IBDS301,492$7,176 03/31/2024
Benjamin F. Edwards & Company Inc.287,925$6,890 12/31/2023
     IBDS287,925$6,890 12/31/2023
Janney Montgomery Scott LLC287,317$6,876 12/31/2023
     IBDS287,317$6,876 12/31/2023
Kestra Advisory Services LLC284,667$6,812 12/31/2023
     IBDS284,667$6,812 12/31/2023
Platte River Wealth Advisors LLC283,522$6,748 03/31/2024
     IBDS283,522$6,748 03/31/2024
Peloton Wealth Strategists274,740$6,575 12/31/2023
     IBDS274,740$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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