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There is a long list of 140 institutional holders of IBDV 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 IBDV by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IBDV table below,
the initial column indicates the name of each top institutional holder of IBDV, with a link to that fund's top holdings. The next columns
indicate the amount of IBDV stock held by each of the institutional holders of IBDV, followed by the IBDV 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 |
Capital Investment Advisors LLC | 2,152,567 | $46,065 | 03/31/2024 | IBDV | 2,152,567 | $46,065 | 03/31/2024 | Bank of America Corp DE | 1,827,722 | $39,552 | 12/31/2023 | IBDV | 1,827,722 | $39,552 | 12/31/2023 | UBS Group AG | 1,671,394 | $36,169 | 12/31/2023 | IBDV | 1,671,394 | $36,169 | 12/31/2023 | Summitry LLC | 1,472,466 | $31,864 | 12/31/2023 | IBDV | 1,472,466 | $31,864 | 12/31/2023 | Morgan Stanley | 1,394,217 | $30,171 | 12/31/2023 | IBDV | 1,394,217 | $30,171 | 12/31/2023 | Gateway Advisory LLC | 1,346,197 | $29,132 | 12/31/2023 | IBDV | 1,346,197 | $29,132 | 12/31/2023 | Aptus Capital Advisors LLC | 1,240,057 | $26,835 | 12/31/2023 | IBDV | 1,240,057 | $26,835 | 12/31/2023 | Sigma Investment Counselors Inc. | 1,157,985 | $24,781 | 03/31/2024 | IBDV | 1,157,985 | $24,781 | 03/31/2024 | US Bancorp DE | 1,108,200 | $23,981 | 12/31/2023 | IBDV | 1,108,200 | $23,981 | 12/31/2023 | Royal Bank of Canada | 1,024,994 | $22,182 | 12/31/2023 | IBDV | 1,024,994 | $22,182 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 933,028 | $19,967 | 03/31/2024 | IBDV | 933,028 | $19,967 | 03/31/2024 | Klingman & Associates LLC | 652,770 | $14,126 | 12/31/2023 | IBDV | 652,770 | $14,126 | 12/31/2023 | Arrow Financial Corp | 595,594 | $12,889 | 12/31/2023 | IBDV | 595,594 | $12,889 | 12/31/2023 | Buffington Mohr McNeal | 587,209 | $12,566 | 03/31/2024 | IBDV | 587,209 | $12,566 | 03/31/2024 | Venture Visionary Partners LLC | 555,313 | $12,017 | 12/31/2023 | IBDV | 555,313 | $12,017 | 12/31/2023 | MV Capital Management Inc. | 531,467 | $11,373 | 03/31/2024 | IBDV | 531,467 | $11,373 | 03/31/2024 | Rockefeller Capital Management L.P. | 479,796 | $10,383 | 12/31/2023 | IBDV | 479,796 | $10,383 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 461,242 | $9,871 | 03/31/2024 | IBDV | 461,242 | $9,871 | 03/31/2024 | Ameriprise Financial Inc. | 412,382 | $8,921 | 12/31/2023 | IBDV | 412,382 | $8,921 | 12/31/2023 | Commonwealth Equity Services LLC | 367,058 | $7,943 | 12/31/2023 | IBDV | 367,058 | $7,943 | 12/31/2023 | Wells Fargo & Company MN | 348,660 | $7,545 | 12/31/2023 | IBDV | 348,660 | $7,545 | 12/31/2023 | Sound View Wealth Advisors Group LLC | 336,729 | $7,287 | 12/31/2023 | IBDV | 336,729 | $7,287 | 12/31/2023 | Platte River Wealth Advisors LLC | 320,005 | $6,848 | 03/31/2024 | IBDV | 320,005 | $6,848 | 03/31/2024 | Janney Montgomery Scott LLC | 275,076 | $5,953 | 12/31/2023 | IBDV | 275,076 | $5,953 | 12/31/2023 | Keeler Thomas Management LLC | 267,287 | $5,784 | 12/31/2023 | IBDV | 267,287 | $5,784 | 12/31/2023 | Ironwood Financial llc | 256,143 | $5,481 | 03/31/2024 | IBDV | 256,143 | $5,481 | 03/31/2024 | Guidance Point Advisors LLC | 252,010 | $5,454 | 12/31/2023 | IBDV | 252,010 | $5,454 | 12/31/2023 | Signature Wealth Management Group | 220,939 | $4,609 | 03/31/2024 | IBDV | 220,939 | $4,609 | 03/31/2024 | Oak Family Advisors LLC | 207,761 | $4,446 | 03/31/2024 | IBDV | 207,761 | $4,446 | 03/31/2024 | 4Thought Financial Group Inc. | 193,535 | $4,142 | 03/31/2024 | IBDV | 193,535 | $4,142 | 03/31/2024 | Sandy Spring Bank | 184,783 | $3,999 | 12/31/2023 | IBDV | 184,783 | $3,999 | 12/31/2023 | Krilogy Financial LLC | 184,477 | $3,948 | 03/31/2024 | IBDV | 184,477 | $3,948 | 03/31/2024 | Raymond James & Associates | 183,055 | $3,917 | 03/31/2024 | IBDV | 183,055 | $3,917 | 03/31/2024 | Lyell Wealth Management LP | 172,545 | $3,734 | 12/31/2023 | IBDV | 172,545 | $3,734 | 12/31/2023 | Peloton Wealth Strategists | 160,000 | $3,462 | 12/31/2023 | IBDV | 160,000 | $3,462 | 12/31/2023 | MCF Advisors LLC | 151,504 | $3,242 | 03/31/2024 | IBDV | 151,504 | $3,242 | 03/31/2024 | HighTower Advisors LLC | 149,989 | $3,242 | 12/31/2023 | IBDV | 149,989 | $3,242 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 140,403 | $3,039 | 12/31/2023 | IBDV | 140,403 | $3,039 | 12/31/2023 | Wrapmanager Inc. | 139,287 | $3,014 | 12/31/2023 | IBDV | 139,287 | $3,014 | 12/31/2023 | Praetorian Wealth Management Inc. | 124,935 | $2,674 | 03/31/2024 | IBDV | 124,935 | $2,674 | 03/31/2024 | Garrett Investment Advisors LLC | 119,595 | $2,559 | 03/31/2024 | IBDV | 119,595 | $2,559 | 03/31/2024 | Envestnet Asset Management Inc. | 117,920 | $2,552 | 12/31/2023 | IBDV | 117,920 | $2,552 | 12/31/2023 | LPL Financial LLC | 117,127 | $2,535 | 12/31/2023 | IBDV | 117,127 | $2,535 | 12/31/2023 | Precedent Wealth Partners LLC | 110,615 | $2,367 | 03/31/2024 | IBDV | 110,615 | $2,367 | 03/31/2024 | Goldman Sachs Group Inc. | 105,891 | $2,291 | 12/31/2023 | IBDV | 105,891 | $2,291 | 12/31/2023 | Probity Advisors Inc. | 101,131 | $2,188 | 12/31/2023 | IBDV | 101,131 | $2,188 | 12/31/2023 | Kestra Advisory Services LLC | 99,978 | $2,164 | 12/31/2023 | IBDV | 99,978 | $2,164 | 12/31/2023 | CWM LLC | 99,401 | $2,127 | 03/31/2024 | IBDV | 99,401 | $2,127 | 03/31/2024 | Susquehanna International Group LLP | 91,781 | $1,986 | 12/31/2023 | IBDV | 91,781 | $1,986 | 12/31/2023 | IFP Advisors Inc | 87,775 | $1,899 | 12/31/2023 | IBDV | 87,775 | $1,899 | 12/31/2023 |
See All: Funds Holding IBDV
See Details: Top 10 Hedge Funds Holding IBDV
Also See: IBDV Holdings Changes
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