Holdings Channel
Quotes delayed 20 minutes

Email EnvelopeFree IBDV Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Institutional Holders of IBDV

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Capital Investment Advisors LLC2,152,567$46,065 03/31/2024
     IBDV2,152,567$46,065 03/31/2024
Bank of America Corp DE1,827,722$39,552 12/31/2023
     IBDV1,827,722$39,552 12/31/2023
UBS Group AG1,671,394$36,169 12/31/2023
     IBDV1,671,394$36,169 12/31/2023
Summitry LLC1,472,466$31,864 12/31/2023
     IBDV1,472,466$31,864 12/31/2023
Morgan Stanley1,394,217$30,171 12/31/2023
     IBDV1,394,217$30,171 12/31/2023
Gateway Advisory LLC1,346,197$29,132 12/31/2023
     IBDV1,346,197$29,132 12/31/2023
Aptus Capital Advisors LLC1,240,057$26,835 12/31/2023
     IBDV1,240,057$26,835 12/31/2023
Sigma Investment Counselors Inc.1,157,985$24,781 03/31/2024
     IBDV1,157,985$24,781 03/31/2024
US Bancorp DE1,108,200$23,981 12/31/2023
     IBDV1,108,200$23,981 12/31/2023
Royal Bank of Canada1,024,994$22,182 12/31/2023
     IBDV1,024,994$22,182 12/31/2023
Raymond James Financial Services Advisors Inc.933,028$19,967 03/31/2024
     IBDV933,028$19,967 03/31/2024
Klingman & Associates LLC652,770$14,126 12/31/2023
     IBDV652,770$14,126 12/31/2023
Arrow Financial Corp595,594$12,889 12/31/2023
     IBDV595,594$12,889 12/31/2023
Buffington Mohr McNeal587,209$12,566 03/31/2024
     IBDV587,209$12,566 03/31/2024
Venture Visionary Partners LLC555,313$12,017 12/31/2023
     IBDV555,313$12,017 12/31/2023
MV Capital Management Inc.531,467$11,373 03/31/2024
     IBDV531,467$11,373 03/31/2024
Rockefeller Capital Management L.P.479,796$10,383 12/31/2023
     IBDV479,796$10,383 12/31/2023
Cambridge Investment Research Advisors Inc.461,242$9,871 03/31/2024
     IBDV461,242$9,871 03/31/2024
Ameriprise Financial Inc.412,382$8,921 12/31/2023
     IBDV412,382$8,921 12/31/2023
Commonwealth Equity Services LLC367,058$7,943 12/31/2023
     IBDV367,058$7,943 12/31/2023
Wells Fargo & Company MN348,660$7,545 12/31/2023
     IBDV348,660$7,545 12/31/2023
Sound View Wealth Advisors Group LLC336,729$7,287 12/31/2023
     IBDV336,729$7,287 12/31/2023
Platte River Wealth Advisors LLC320,005$6,848 03/31/2024
     IBDV320,005$6,848 03/31/2024
Janney Montgomery Scott LLC275,076$5,953 12/31/2023
     IBDV275,076$5,953 12/31/2023
Keeler Thomas Management LLC267,287$5,784 12/31/2023
     IBDV267,287$5,784 12/31/2023
Ironwood Financial llc256,143$5,481 03/31/2024
     IBDV256,143$5,481 03/31/2024
Guidance Point Advisors LLC252,010$5,454 12/31/2023
     IBDV252,010$5,454 12/31/2023
Signature Wealth Management Group220,939$4,609 03/31/2024
     IBDV220,939$4,609 03/31/2024
Oak Family Advisors LLC207,761$4,446 03/31/2024
     IBDV207,761$4,446 03/31/2024
4Thought Financial Group Inc.193,535$4,142 03/31/2024
     IBDV193,535$4,142 03/31/2024
Sandy Spring Bank184,783$3,999 12/31/2023
     IBDV184,783$3,999 12/31/2023
Krilogy Financial LLC184,477$3,948 03/31/2024
     IBDV184,477$3,948 03/31/2024
Raymond James & Associates183,055$3,917 03/31/2024
     IBDV183,055$3,917 03/31/2024
Lyell Wealth Management LP172,545$3,734 12/31/2023
     IBDV172,545$3,734 12/31/2023
Peloton Wealth Strategists160,000$3,462 12/31/2023
     IBDV160,000$3,462 12/31/2023
MCF Advisors LLC151,504$3,242 03/31/2024
     IBDV151,504$3,242 03/31/2024
HighTower Advisors LLC149,989$3,242 12/31/2023
     IBDV149,989$3,242 12/31/2023
Benjamin F. Edwards & Company Inc.140,403$3,039 12/31/2023
     IBDV140,403$3,039 12/31/2023
Wrapmanager Inc.139,287$3,014 12/31/2023
     IBDV139,287$3,014 12/31/2023
Praetorian Wealth Management Inc.124,935$2,674 03/31/2024
     IBDV124,935$2,674 03/31/2024
Garrett Investment Advisors LLC119,595$2,559 03/31/2024
     IBDV119,595$2,559 03/31/2024
Envestnet Asset Management Inc.117,920$2,552 12/31/2023
     IBDV117,920$2,552 12/31/2023
LPL Financial LLC117,127$2,535 12/31/2023
     IBDV117,127$2,535 12/31/2023
Precedent Wealth Partners LLC110,615$2,367 03/31/2024
     IBDV110,615$2,367 03/31/2024
Goldman Sachs Group Inc.105,891$2,291 12/31/2023
     IBDV105,891$2,291 12/31/2023
Probity Advisors Inc.101,131$2,188 12/31/2023
     IBDV101,131$2,188 12/31/2023
Kestra Advisory Services LLC99,978$2,164 12/31/2023
     IBDV99,978$2,164 12/31/2023
CWM LLC99,401$2,127 03/31/2024
     IBDV99,401$2,127 03/31/2024
Susquehanna International Group LLP91,781$1,986 12/31/2023
     IBDV91,781$1,986 12/31/2023
IFP Advisors Inc87,775$1,899 12/31/2023
     IBDV87,775$1,899 12/31/2023

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

Institutional Holders of IBDV | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.