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There is a long list of 86 institutional holders of IBDX 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 IBDX by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IBDX table below,
the initial column indicates the name of each top institutional holder of IBDX, with a link to that fund's top holdings. The next columns
indicate the amount of IBDX stock held by each of the institutional holders of IBDX, followed by the IBDX 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 | 1,330,733 | $33,015 | 03/31/2024 | | IBDX | 1,330,733 | $33,015 | 03/31/2024 | | Summitry LLC | 1,260,126 | $31,793 | 12/31/2023 | | IBDX | 1,260,126 | $31,793 | 12/31/2023 | | Gateway Advisory LLC | 1,158,779 | $29,236 | 12/31/2023 | | IBDX | 1,158,779 | $29,236 | 12/31/2023 | | Bank of America Corp DE | 1,098,084 | $27,705 | 12/31/2023 | | IBDX | 1,098,084 | $27,705 | 12/31/2023 | | First Interstate Bank | 898,672 | $22,673 | 12/31/2023 | | IBDX | 898,672 | $22,673 | 12/31/2023 | | Sigma Investment Counselors Inc. | 805,610 | $19,987 | 03/31/2024 | | IBDX | 805,610 | $19,987 | 03/31/2024 | | Wells Fargo & Company MN | 587,248 | $14,816 | 12/31/2023 | | IBDX | 587,248 | $14,816 | 12/31/2023 | | Aptus Capital Advisors LLC | 584,306 | $14,742 | 12/31/2023 | | IBDX | 584,306 | $14,742 | 12/31/2023 | | Arrow Financial Corp | 529,541 | $13,360 | 12/31/2023 | | IBDX | 529,541 | $13,360 | 12/31/2023 | | MV Capital Management Inc. | 527,788 | $13,094 | 03/31/2024 | | IBDX | 527,788 | $13,094 | 03/31/2024 | | Raymond James Financial Services Advisors Inc. | 520,986 | $12,926 | 03/31/2024 | | IBDX | 520,986 | $12,926 | 03/31/2024 | | GWM Advisors LLC | 467,655 | $11,683 | 12/31/2023 | | IBDX | 467,655 | $11,683 | 12/31/2023 | | Rockefeller Capital Management L.P. | 431,360 | $10,883 | 12/31/2023 | | IBDX | 431,360 | $10,883 | 12/31/2023 | | UBS Group AG | 409,336 | $10,328 | 12/31/2023 | | IBDX | 409,336 | $10,328 | 12/31/2023 | | Morgan Stanley | 355,126 | $8,960 | 12/31/2023 | | IBDX | 355,126 | $8,960 | 12/31/2023 | | Stony Point Wealth Management Inc. | 333,247 | $8,268 | 03/31/2024 | | IBDX | 333,247 | $8,268 | 03/31/2024 | | Citadel Advisors LLC | 305,567 | $7,709 | 12/31/2023 | | IBDX | 305,567 | $7,709 | 12/31/2023 | | Paradigm Strategies in Wealth Management LLC | 253,113 | $6,386 | 12/31/2023 | | IBDX | 253,113 | $6,386 | 12/31/2023 | | Guidance Point Advisors LLC | 208,335 | $5,256 | 12/31/2023 | | IBDX | 208,335 | $5,256 | 12/31/2023 | | Platte River Wealth Advisors LLC | 186,069 | $4,616 | 03/31/2024 | | IBDX | 186,069 | $4,616 | 03/31/2024 | | Krilogy Financial LLC | 171,138 | $4,246 | 03/31/2024 | | IBDX | 171,138 | $4,246 | 03/31/2024 | | LPL Financial LLC | 156,236 | $3,942 | 12/31/2023 | | IBDX | 156,236 | $3,942 | 12/31/2023 | | 4Thought Financial Group Inc. | 154,941 | $3,844 | 03/31/2024 | | IBDX | 154,941 | $3,844 | 03/31/2024 | | Janney Montgomery Scott LLC | 147,812 | $3,729 | 12/31/2023 | | IBDX | 147,812 | $3,729 | 12/31/2023 | | Stifel Financial Corp | 147,342 | $3,717 | 12/31/2023 | | IBDX | 147,342 | $3,717 | 12/31/2023 | | Royal Bank of Canada | 140,834 | $3,553 | 12/31/2023 | | IBDX | 140,834 | $3,553 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 128,245 | $3,236 | 12/31/2023 | | IBDX | 128,245 | $3,236 | 12/31/2023 | | HighTower Advisors LLC | 126,410 | $3,185 | 12/31/2023 | | IBDX | 126,410 | $3,185 | 12/31/2023 | | Evergreen Private Wealth LLC | 116,746 | $2,896 | 03/31/2024 | | IBDX | 116,746 | $2,896 | 03/31/2024 | | Sandy Spring Bank | 114,032 | $2,877 | 12/31/2023 | | IBDX | 114,032 | $2,877 | 12/31/2023 | | MCF Advisors LLC | 92,402 | $2,292 | 03/31/2024 | | IBDX | 92,402 | $2,292 | 03/31/2024 | | Lyell Wealth Management LP | 89,550 | $2,259 | 12/31/2023 | | IBDX | 89,550 | $2,259 | 12/31/2023 | | Garrett Investment Advisors LLC | 89,170 | $2,212 | 03/31/2024 | | IBDX | 89,170 | $2,212 | 03/31/2024 | | Signature Wealth Management Group | 85,925 | $2,070 | 03/31/2024 | | IBDX | 85,925 | $2,070 | 03/31/2024 | | Archford Capital Strategies LLC | 81,701 | $2,027 | 03/31/2024 | | IBDX | 81,701 | $2,027 | 03/31/2024 | | CWM LLC | 79,745 | $1,978 | 03/31/2024 | | IBDX | 79,745 | $1,978 | 03/31/2024 | | Venture Visionary Partners LLC | 76,788 | $1,937 | 12/31/2023 | | IBDX | 76,788 | $1,937 | 12/31/2023 | | Raymond James & Associates | 66,869 | $1,659 | 03/31/2024 | | IBDX | 66,869 | $1,659 | 03/31/2024 | | Envestnet Asset Management Inc. | 62,986 | $1,589 | 12/31/2023 | | IBDX | 62,986 | $1,589 | 12/31/2023 | | Parallel Advisors LLC | 52,877 | $1,334 | 12/31/2023 | | IBDX | 52,877 | $1,334 | 12/31/2023 | | Quantum Financial Advisors LLC | 53,726 | $1,333 | 03/31/2024 | | IBDX | 53,726 | $1,333 | 03/31/2024 | | Coldstream Capital Management Inc. | 41,013 | $1,035 | 12/31/2023 | | IBDX | 41,013 | $1,035 | 12/31/2023 | | McGlone Suttner Wealth Management Inc. | 40,795 | $1,012 | 03/31/2024 | | IBDX | 40,795 | $1,012 | 03/31/2024 | | Little House Capital LLC | 40,655 | $1,009 | 03/31/2024 | | IBDX | 40,655 | $1,009 | 03/31/2024 | | Wealth Enhancement Advisory Services LLC | 40,170 | $997 | 03/31/2024 | | IBDX | 40,170 | $997 | 03/31/2024 | | Probity Advisors Inc. | 38,148 | $962 | 12/31/2023 | | IBDX | 38,148 | $962 | 12/31/2023 | | Mendota Financial Group LLC | 34,871 | $865 | 03/31/2024 | | IBDX | 34,871 | $865 | 03/31/2024 | | Commonwealth Equity Services LLC | 33,721 | $851 | 12/31/2023 | | IBDX | 33,721 | $851 | 12/31/2023 | | REDW Wealth LLC | 32,638 | $823 | 12/31/2023 | | IBDX | 32,638 | $823 | 12/31/2023 | | Headinvest LLC | 30,653 | $773 | 12/31/2023 | | IBDX | 30,653 | $773 | 12/31/2023 |
See All: Funds Holding IBDX
See Details: Top 10 Hedge Funds Holding IBDX
Also See: IBDX Holdings Changes
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