Holdings Channel
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Institutional Holders of IBMJ
HolderAmountPosition Size
($ in 1000's)
 As of
Jane Street Group LLC580,472$14,808 03/31/2020
     IBMJ580,472$14,808 03/31/2020
US Bancorp DE549,295$14,013 03/31/2020
     IBMJ549,295$14,013 03/31/2020
Bank of America Corp DE462,346$11,794 03/31/2020
     IBMJ462,346$11,794 03/31/2020
Morgan Stanley394,472$10,063 03/31/2020
     IBMJ394,472$10,063 03/31/2020
UBS Group AG365,281$9,475 06/30/2020
     IBMJ365,281$9,475 06/30/2020
Wells Fargo & Company MN367,420$9,373 03/31/2020
     IBMJ367,420$9,373 03/31/2020
Leavell Investment Management Inc.289,894$7,520 06/30/2020
     IBMJ289,894$7,520 06/30/2020
Envestnet Asset Management Inc.226,149$5,866 06/30/2020
     IBMJ226,149$5,866 06/30/2020
HighTower Advisors LLC215,587$5,502 03/31/2020
     IBMJ215,587$5,502 03/31/2020
Susquehanna International Group LLP215,165$5,489 03/31/2020
     IBMJ215,165$5,489 03/31/2020
Raymond James Financial Services Advisors Inc.202,908$5,263 06/30/2020
     IBMJ202,908$5,263 06/30/2020
Gateway Advisory LLC200,236$5,194 06/30/2020
     IBMJ200,236$5,194 06/30/2020
United Capital Financial Advisers LLC195,012$4,975 03/31/2020
     IBMJ195,012$4,975 03/31/2020
Northwestern Mutual Wealth Management Co.182,694$4,660 03/31/2020
     IBMJ182,694$4,660 03/31/2020
Stonebridge Capital Advisors LLC176,785$4,510 03/31/2020
     IBMJ176,785$4,510 03/31/2020
Cliftonlarsonallen Wealth Advisors LLC167,059$4,334 06/30/2020
     IBMJ167,059$4,334 06/30/2020
LPL Financial LLC167,301$4,268 03/31/2020
     IBMJ167,301$4,268 03/31/2020
Private Advisor Group LLC165,874$4,232 03/31/2020
     IBMJ165,874$4,232 03/31/2020
Legacy Private Trust Co.119,760$3,107 06/30/2020
     IBMJ119,760$3,107 06/30/2020
Citadel Advisors LLC106,683$2,721 03/31/2020
     IBMJ106,683$2,721 03/31/2020
Mariner LLC99,832$2,547 03/31/2020
     IBMJ99,832$2,547 03/31/2020
Beacon Pointe Advisors LLC86,769$2,212 03/31/2020
     IBMJ86,769$2,212 03/31/2020
Praetorian Wealth Management Inc.84,114$2,182 06/30/2020
     IBMJ84,114$2,182 06/30/2020
Sentinel Pension Advisors Inc.82,210$2,133 06/30/2020
     IBMJ82,210$2,133 06/30/2020
Royal Bank of Canada81,350$2,075 03/31/2020
     IBMJ81,350$2,075 03/31/2020
EP Wealth Advisors LLC76,649$1,955 03/31/2020
     IBMJ76,649$1,955 03/31/2020
Carnegie Capital Asset Management LLC72,753$1,887 06/30/2020
     IBMJ72,753$1,887 06/30/2020
Commonwealth Equity Services LLC73,704$1,880 03/31/2020
     IBMJ73,704$1,880 03/31/2020
Fieldpoint Private Securities LLC69,200$1,765 03/31/2020
     IBMJ69,200$1,765 03/31/2020
Raymond James & Associates66,820$1,733 06/30/2020
     IBMJ66,820$1,733 06/30/2020
Ferris Capital LLC67,649$1,726 03/31/2020
     IBMJ67,649$1,726 03/31/2020
LifeSteps Financial Inc.62,818$1,602 03/31/2020
     IBMJ62,818$1,602 03/31/2020
Estate Counselors LLC60,700$1,548 03/31/2020
     IBMJ60,700$1,548 03/31/2020
Paulson Wealth Management Inc.55,827$1,448 06/30/2020
     IBMJ55,827$1,448 06/30/2020
Stifel Financial Corp53,649$1,374 03/31/2020
     IBMJ53,649$1,374 03/31/2020
Mercer Global Advisors Inc. ADV53,481$1,364 03/31/2020
     IBMJ53,481$1,364 03/31/2020
Brandywine Oak Private Wealth LLC50,492$1,288 03/31/2020
     IBMJ50,492$1,288 03/31/2020
Honkamp Krueger Financial Services Inc.49,449$1,283 06/30/2020
     IBMJ49,449$1,283 06/30/2020
Sonata Capital Group Inc.47,800$1,240 06/30/2020
     IBMJ47,800$1,240 06/30/2020
AMG National Trust Bank42,668$1,088 03/31/2020
     IBMJ42,668$1,088 03/31/2020
Guidance Point Advisors LLC40,778$1,057 06/30/2020
     IBMJ40,778$1,057 06/30/2020
Capital Directions Investment Advisors LLC39,752$1,014 03/31/2020
     IBMJ39,752$1,014 03/31/2020
Altium Wealth Management LLC38,736$1,005 06/30/2020
     IBMJ38,736$1,005 06/30/2020
Covington Investment Advisors Inc.36,386$982 03/31/2020
     IBMJ36,386$982 03/31/2020
Roof Eidam & Maycock ADV38,425$980 03/31/2020
     IBMJ38,425$980 03/31/2020
Advisor Group Holdings Inc.36,450$929 03/31/2020
     IBMJ36,450$929 03/31/2020
Valmark Advisers Inc.31,794$825 06/30/2020
     IBMJ31,794$825 06/30/2020
Cambridge Investment Research Advisors Inc.31,792$825 06/30/2020
     IBMJ31,792$825 06/30/2020
Integrated Wealth Concepts LLC31,380$814 06/30/2020
     IBMJ31,380$814 06/30/2020
Lincoln National Corp29,706$771 06/30/2020
     IBMJ29,706$771 06/30/2020

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

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