Holdings Channel
Quotes delayed 20 minutes

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

Institutional Holders of IBMN

There is a long list of 149 institutional holders of IBMN 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 IBMN by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IBMN table below, the initial column indicates the name of each top institutional holder of IBMN, with a link to that fund's top holdings. The next columns indicate the amount of IBMN stock held by each of the institutional holders of IBMN, followed by the IBMN 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
Colony Group LLC2,335,346$62,003 12/31/2023
     IBMN2,335,346$62,003 12/31/2023
Bank of America Corp DE1,598,034$42,420 12/31/2023
     IBMN1,598,034$42,420 12/31/2023
Jane Street Group LLC1,212,738$32,192 12/31/2023
     IBMN1,212,738$32,192 12/31/2023
Morgan Stanley1,029,342$27,324 12/31/2023
     IBMN1,029,342$27,324 12/31/2023
Mercer Global Advisors Inc. ADV902,086$23,946 12/31/2023
     IBMN902,086$23,946 12/31/2023
US Bancorp DE823,811$21,868 12/31/2023
     IBMN823,811$21,868 12/31/2023
Envestnet Asset Management Inc.792,363$21,033 12/31/2023
     IBMN792,363$21,033 12/31/2023
Kathmere Capital Management LLC634,147$16,780 03/31/2024
     IBMN634,147$16,780 03/31/2024
UBS Group AG608,020$16,140 12/31/2023
     IBMN608,020$16,140 12/31/2023
GWM Advisors LLC600,007$15,899 12/31/2023
     IBMN600,007$15,899 12/31/2023
Susquehanna International Group LLP506,754$13,452 12/31/2023
     IBMN506,754$13,452 12/31/2023
Wells Fargo & Company MN457,430$12,142 12/31/2023
     IBMN457,430$12,142 12/31/2023
LPL Financial LLC364,384$9,673 12/31/2023
     IBMN364,384$9,673 12/31/2023
Amplius Wealth Advisors LLC332,542$8,799 03/31/2024
     IBMN332,542$8,799 03/31/2024
Leavell Investment Management Inc.306,401$8,107 03/31/2024
     IBMN306,401$8,107 03/31/2024
Covington Investment Advisors Inc.280,023$7,433 12/31/2023
     IBMN280,023$7,433 12/31/2023
Ashton Thomas Private Wealth LLC251,857$6,664 03/31/2024
     IBMN251,857$6,664 03/31/2024
Commonwealth Equity Services LLC244,532$6,491 12/31/2023
     IBMN244,532$6,491 12/31/2023
Praetorian Wealth Management Inc.239,267$6,331 03/31/2024
     IBMN239,267$6,331 03/31/2024
HighTower Advisors LLC226,006$6,001 12/31/2023
     IBMN226,006$6,001 12/31/2023
Hills Bank & Trust Co225,855$5,995 12/31/2023
     IBMN225,855$5,995 12/31/2023
Truist Financial Corp213,219$5,660 12/31/2023
     IBMN213,219$5,660 12/31/2023
Integrated Wealth Concepts LLC212,795$5,649 12/31/2023
     IBMN212,795$5,649 12/31/2023
Goldman Sachs Group Inc.197,293$5,237 12/31/2023
     IBMN197,293$5,237 12/31/2023
Lbmc Investment Advisors LLC193,860$5,130 03/31/2024
     IBMN193,860$5,130 03/31/2024
Raymond James Financial Services Advisors Inc.163,703$4,332 03/31/2024
     IBMN163,703$4,332 03/31/2024
Northwestern Mutual Wealth Management Co.158,013$4,194 12/31/2023
     IBMN158,013$4,194 12/31/2023
Raymond James & Associates151,539$4,010 03/31/2024
     IBMN151,539$4,010 03/31/2024
Cyndeo Wealth Partners LLC146,545$3,878 03/31/2024
     IBMN146,545$3,878 03/31/2024
Newman Dignan & Sheerar Inc.139,021$3,690 12/31/2023
     IBMN139,021$3,690 12/31/2023
Royal Bank of Canada136,268$3,617 12/31/2023
     IBMN136,268$3,617 12/31/2023
Stifel Financial Corp132,692$3,522 12/31/2023
     IBMN132,692$3,522 12/31/2023
Sound View Wealth Advisors Group LLC118,443$3,144 12/31/2023
     IBMN118,443$3,144 12/31/2023
Paradiem LLC114,986$3,043 03/31/2024
     IBMN114,986$3,043 03/31/2024
Cypress Point Wealth Management LLC113,000$3,000 12/31/2023
     IBMN113,000$3,000 12/31/2023
United Capital Financial Advisers LLC106,231$2,820 12/31/2023
     IBMN106,231$2,820 12/31/2023
Flow Traders U.S. LLC105,305$2,795 12/31/2023
     IBMN105,305$2,795 12/31/2023
Gateway Advisory LLC104,957$2,786 12/31/2023
     IBMN104,957$2,786 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC100,140$2,658 12/31/2023
     IBMN100,140$2,658 12/31/2023
Beacon Pointe Advisors LLC99,882$2,651 12/31/2023
     IBMN99,882$2,651 12/31/2023
CENTRAL TRUST Co98,659$2,611 03/31/2024
     IBMN98,659$2,611 03/31/2024
New England Private Wealth Advisors LLC96,872$2,571 12/31/2023
     IBMN96,872$2,571 12/31/2023
Woodmont Investment Counsel LLC94,650$2,504 03/31/2024
     IBMN94,650$2,504 03/31/2024
Stonebridge Capital Advisors LLC90,575$2,404 12/31/2023
     IBMN90,575$2,404 12/31/2023
Steward Partners Investment Advisory LLC85,166$2,261 12/31/2023
     IBMN85,166$2,261 12/31/2023
Sentinel Pension Advisors Inc.83,100$2,206 12/31/2023
     IBMN83,100$2,206 12/31/2023
Cambridge Investment Research Advisors Inc.82,662$2,187 03/31/2024
     IBMN82,662$2,187 03/31/2024
Mariner LLC80,812$2,145 12/31/2023
     IBMN80,812$2,145 12/31/2023
Regions Financial Corp76,109$2,014 03/31/2024
     IBMN76,109$2,014 03/31/2024
Captrust Financial Advisors75,813$2,012 12/31/2023
     IBMN75,813$2,012 12/31/2023

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

Institutional Holders of IBMN | 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.