|
|
|
There is a long list of 239 institutional holders of IBDT 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 IBDT by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IBDT table below,
the initial column indicates the name of each top institutional holder of IBDT, with a link to that fund's top holdings. The next columns
indicate the amount of IBDT stock held by each of the institutional holders of IBDT, followed by the IBDT 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 | 5,885,391 | $147,664 | 12/31/2023 | IBDT | 5,885,391 | $147,664 | 12/31/2023 | Aptus Capital Advisors LLC | 2,179,947 | $54,695 | 12/31/2023 | IBDT | 2,179,947 | $54,695 | 12/31/2023 | Capital Investment Advisors LLC | 2,193,336 | $54,625 | 03/31/2024 | IBDT | 2,193,336 | $54,625 | 03/31/2024 | Morgan Stanley | 2,149,177 | $53,923 | 12/31/2023 | IBDT | 2,149,177 | $53,923 | 12/31/2023 | Capital Advisors Inc. OK | 2,073,475 | $52,023 | 12/31/2023 | IBDT | 2,073,475 | $52,023 | 12/31/2023 | Envestnet Asset Management Inc. | 1,368,310 | $34,331 | 12/31/2023 | IBDT | 1,368,310 | $34,331 | 12/31/2023 | Royal Bank of Canada | 1,298,054 | $32,569 | 12/31/2023 | IBDT | 1,298,054 | $32,569 | 12/31/2023 | Woodmont Investment Counsel LLC | 1,280,669 | $31,895 | 03/31/2024 | IBDT | 1,280,669 | $31,895 | 03/31/2024 | Mercer Global Advisors Inc. ADV | 1,249,626 | $31,353 | 12/31/2023 | IBDT | 1,249,626 | $31,353 | 12/31/2023 | UBS Group AG | 1,127,059 | $28,278 | 12/31/2023 | IBDT | 1,127,059 | $28,278 | 12/31/2023 | Klingman & Associates LLC | 1,072,916 | $26,919 | 12/31/2023 | IBDT | 1,072,916 | $26,919 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 1,060,451 | $26,411 | 03/31/2024 | IBDT | 1,060,451 | $26,411 | 03/31/2024 | LPL Financial LLC | 993,869 | $24,936 | 12/31/2023 | IBDT | 993,869 | $24,936 | 12/31/2023 | Advisors Capital Management LLC | 985,593 | $24,729 | 12/31/2023 | IBDT | 985,593 | $24,729 | 12/31/2023 | Sigma Investment Counselors Inc. | 981,895 | $24,636 | 12/31/2023 | IBDT | 981,895 | $24,636 | 12/31/2023 | Ameriprise Financial Inc. | 914,870 | $22,955 | 12/31/2023 | IBDT | 914,870 | $22,955 | 12/31/2023 | Kathmere Capital Management LLC | 891,363 | $22,199 | 03/31/2024 | IBDT | 891,363 | $22,199 | 03/31/2024 | HighTower Advisors LLC | 853,673 | $21,408 | 12/31/2023 | IBDT | 853,673 | $21,408 | 12/31/2023 | Gateway Advisory LLC | 740,950 | $18,590 | 12/31/2023 | IBDT | 740,950 | $18,590 | 12/31/2023 | Wells Fargo & Company MN | 736,847 | $18,488 | 12/31/2023 | IBDT | 736,847 | $18,488 | 12/31/2023 | US Bancorp DE | 661,313 | $16,592 | 12/31/2023 | IBDT | 661,313 | $16,592 | 12/31/2023 | RVW Wealth LLC | 647,711 | $16,131 | 03/31/2024 | IBDT | 647,711 | $16,131 | 03/31/2024 | Sound View Wealth Advisors Group LLC | 612,963 | $15,379 | 12/31/2023 | IBDT | 612,963 | $15,379 | 12/31/2023 | Stifel Financial Corp | 606,208 | $15,210 | 12/31/2023 | IBDT | 606,208 | $15,210 | 12/31/2023 | GWM Advisors LLC | 569,789 | $14,214 | 12/31/2023 | IBDT | 569,789 | $14,214 | 12/31/2023 | Arrow Financial Corp | 501,721 | $12,588 | 12/31/2023 | IBDT | 501,721 | $12,588 | 12/31/2023 | MV Capital Management Inc. | 502,604 | $12,517 | 03/31/2024 | IBDT | 502,604 | $12,517 | 03/31/2024 | Rockefeller Capital Management L.P. | 438,417 | $11,000 | 12/31/2023 | IBDT | 438,417 | $11,000 | 12/31/2023 | Hengehold Capital Management LLC | 438,100 | $10,911 | 03/31/2024 | IBDT | 438,100 | $10,911 | 03/31/2024 | Commonwealth Equity Services LLC | 421,559 | $10,577 | 12/31/2023 | IBDT | 421,559 | $10,577 | 12/31/2023 | Granite Bay Wealth Management LLC | 400,000 | $9,706 | 12/31/2023 | IBDT | 400,000 | $9,706 | 12/31/2023 | Truist Financial Corp | 371,238 | $9,314 | 12/31/2023 | IBDT | 371,238 | $9,314 | 12/31/2023 | Paradigm Strategies in Wealth Management LLC | 338,770 | $8,500 | 12/31/2023 | IBDT | 338,770 | $8,500 | 12/31/2023 | Commonwealth Financial Services LLC | 312,832 | $7,849 | 12/31/2023 | IBDT | 312,832 | $7,849 | 12/31/2023 | Raymond James & Associates | 307,757 | $7,665 | 03/31/2024 | IBDT | 307,757 | $7,665 | 03/31/2024 | Benjamin F. Edwards & Company Inc. | 280,970 | $7,050 | 12/31/2023 | IBDT | 280,970 | $7,050 | 12/31/2023 | Windsor Capital Management LLC | 279,300 | $6,956 | 03/31/2024 | IBDT | 279,300 | $6,956 | 03/31/2024 | Janney Montgomery Scott LLC | 263,571 | $6,613 | 12/31/2023 | IBDT | 263,571 | $6,613 | 12/31/2023 | Keeler Thomas Management LLC | 261,842 | $6,570 | 12/31/2023 | IBDT | 261,842 | $6,570 | 12/31/2023 | PFG Private Wealth Management LLC | 263,347 | $6,559 | 03/31/2024 | IBDT | 263,347 | $6,559 | 03/31/2024 | Peloton Wealth Strategists | 243,650 | $6,113 | 12/31/2023 | IBDT | 243,650 | $6,113 | 12/31/2023 | Hamel Associates Inc. | 235,015 | $5,853 | 03/31/2024 | IBDT | 235,015 | $5,853 | 03/31/2024 | Platte River Wealth Advisors LLC | 229,454 | $5,715 | 03/31/2024 | IBDT | 229,454 | $5,715 | 03/31/2024 | Kestra Advisory Services LLC | 218,729 | $5,488 | 12/31/2023 | IBDT | 218,729 | $5,488 | 12/31/2023 | Sandy Spring Bank | 212,169 | $5,323 | 12/31/2023 | IBDT | 212,169 | $5,323 | 12/31/2023 | MinichMacGregor Wealth Management LLC | 207,755 | $5,134 | 03/31/2024 | IBDT | 207,755 | $5,134 | 03/31/2024 | Signature Wealth Management Group | 203,699 | $4,980 | 03/31/2024 | IBDT | 203,699 | $4,980 | 03/31/2024 | CENTRAL TRUST Co | 186,939 | $4,690 | 12/31/2023 | IBDT | 186,939 | $4,690 | 12/31/2023 | Michael S. Ryan Inc. | 187,378 | $4,667 | 03/31/2024 | IBDT | 187,378 | $4,667 | 03/31/2024 | Praetorian Wealth Management Inc. | 179,983 | $4,482 | 03/31/2024 | IBDT | 179,983 | $4,482 | 03/31/2024 |
See All: Funds Holding IBDT
See Details: Top 10 Hedge Funds Holding IBDT
Also See: IBDT Holdings Changes
|
|