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Institutional Holders of IBDT

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE5,885,391$147,664 12/31/2023
     IBDT5,885,391$147,664 12/31/2023
Aptus Capital Advisors LLC2,179,947$54,695 12/31/2023
     IBDT2,179,947$54,695 12/31/2023
Capital Investment Advisors LLC2,193,336$54,625 03/31/2024
     IBDT2,193,336$54,625 03/31/2024
Morgan Stanley2,149,177$53,923 12/31/2023
     IBDT2,149,177$53,923 12/31/2023
Capital Advisors Inc. OK2,073,475$52,023 12/31/2023
     IBDT2,073,475$52,023 12/31/2023
Envestnet Asset Management Inc.1,368,310$34,331 12/31/2023
     IBDT1,368,310$34,331 12/31/2023
Royal Bank of Canada1,298,054$32,569 12/31/2023
     IBDT1,298,054$32,569 12/31/2023
Woodmont Investment Counsel LLC1,280,669$31,895 03/31/2024
     IBDT1,280,669$31,895 03/31/2024
Mercer Global Advisors Inc. ADV1,249,626$31,353 12/31/2023
     IBDT1,249,626$31,353 12/31/2023
UBS Group AG1,127,059$28,278 12/31/2023
     IBDT1,127,059$28,278 12/31/2023
Klingman & Associates LLC1,072,916$26,919 12/31/2023
     IBDT1,072,916$26,919 12/31/2023
Raymond James Financial Services Advisors Inc.1,060,451$26,411 03/31/2024
     IBDT1,060,451$26,411 03/31/2024
LPL Financial LLC993,869$24,936 12/31/2023
     IBDT993,869$24,936 12/31/2023
Advisors Capital Management LLC985,593$24,729 12/31/2023
     IBDT985,593$24,729 12/31/2023
Sigma Investment Counselors Inc.981,895$24,636 12/31/2023
     IBDT981,895$24,636 12/31/2023
Ameriprise Financial Inc.914,870$22,955 12/31/2023
     IBDT914,870$22,955 12/31/2023
Kathmere Capital Management LLC891,363$22,199 03/31/2024
     IBDT891,363$22,199 03/31/2024
HighTower Advisors LLC853,673$21,408 12/31/2023
     IBDT853,673$21,408 12/31/2023
Gateway Advisory LLC740,950$18,590 12/31/2023
     IBDT740,950$18,590 12/31/2023
Wells Fargo & Company MN736,847$18,488 12/31/2023
     IBDT736,847$18,488 12/31/2023
US Bancorp DE661,313$16,592 12/31/2023
     IBDT661,313$16,592 12/31/2023
RVW Wealth LLC647,711$16,131 03/31/2024
     IBDT647,711$16,131 03/31/2024
Sound View Wealth Advisors Group LLC612,963$15,379 12/31/2023
     IBDT612,963$15,379 12/31/2023
Stifel Financial Corp606,208$15,210 12/31/2023
     IBDT606,208$15,210 12/31/2023
GWM Advisors LLC569,789$14,214 12/31/2023
     IBDT569,789$14,214 12/31/2023
Arrow Financial Corp501,721$12,588 12/31/2023
     IBDT501,721$12,588 12/31/2023
MV Capital Management Inc.502,604$12,517 03/31/2024
     IBDT502,604$12,517 03/31/2024
Rockefeller Capital Management L.P.438,417$11,000 12/31/2023
     IBDT438,417$11,000 12/31/2023
Hengehold Capital Management LLC438,100$10,911 03/31/2024
     IBDT438,100$10,911 03/31/2024
Commonwealth Equity Services LLC421,559$10,577 12/31/2023
     IBDT421,559$10,577 12/31/2023
Granite Bay Wealth Management LLC400,000$9,706 12/31/2023
     IBDT400,000$9,706 12/31/2023
Truist Financial Corp371,238$9,314 12/31/2023
     IBDT371,238$9,314 12/31/2023
Paradigm Strategies in Wealth Management LLC338,770$8,500 12/31/2023
     IBDT338,770$8,500 12/31/2023
Commonwealth Financial Services LLC312,832$7,849 12/31/2023
     IBDT312,832$7,849 12/31/2023
Raymond James & Associates307,757$7,665 03/31/2024
     IBDT307,757$7,665 03/31/2024
Benjamin F. Edwards & Company Inc.280,970$7,050 12/31/2023
     IBDT280,970$7,050 12/31/2023
Windsor Capital Management LLC279,300$6,956 03/31/2024
     IBDT279,300$6,956 03/31/2024
Janney Montgomery Scott LLC263,571$6,613 12/31/2023
     IBDT263,571$6,613 12/31/2023
Keeler Thomas Management LLC261,842$6,570 12/31/2023
     IBDT261,842$6,570 12/31/2023
PFG Private Wealth Management LLC263,347$6,559 03/31/2024
     IBDT263,347$6,559 03/31/2024
Peloton Wealth Strategists243,650$6,113 12/31/2023
     IBDT243,650$6,113 12/31/2023
Hamel Associates Inc.235,015$5,853 03/31/2024
     IBDT235,015$5,853 03/31/2024
Platte River Wealth Advisors LLC229,454$5,715 03/31/2024
     IBDT229,454$5,715 03/31/2024
Kestra Advisory Services LLC218,729$5,488 12/31/2023
     IBDT218,729$5,488 12/31/2023
Sandy Spring Bank212,169$5,323 12/31/2023
     IBDT212,169$5,323 12/31/2023
MinichMacGregor Wealth Management LLC207,755$5,134 03/31/2024
     IBDT207,755$5,134 03/31/2024
Signature Wealth Management Group203,699$4,980 03/31/2024
     IBDT203,699$4,980 03/31/2024
CENTRAL TRUST Co186,939$4,690 12/31/2023
     IBDT186,939$4,690 12/31/2023
Michael S. Ryan Inc.187,378$4,667 03/31/2024
     IBDT187,378$4,667 03/31/2024
Praetorian Wealth Management Inc.179,983$4,482 03/31/2024
     IBDT179,983$4,482 03/31/2024

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

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