|
|
|
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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Colony Group LLC | 2,335,346 | $62,003 | 12/31/2023 | IBMN | 2,335,346 | $62,003 | 12/31/2023 | Bank of America Corp DE | 1,598,034 | $42,420 | 12/31/2023 | IBMN | 1,598,034 | $42,420 | 12/31/2023 | Jane Street Group LLC | 1,212,738 | $32,192 | 12/31/2023 | IBMN | 1,212,738 | $32,192 | 12/31/2023 | Morgan Stanley | 1,029,342 | $27,324 | 12/31/2023 | IBMN | 1,029,342 | $27,324 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 902,086 | $23,946 | 12/31/2023 | IBMN | 902,086 | $23,946 | 12/31/2023 | US Bancorp DE | 823,811 | $21,868 | 12/31/2023 | IBMN | 823,811 | $21,868 | 12/31/2023 | Envestnet Asset Management Inc. | 792,363 | $21,033 | 12/31/2023 | IBMN | 792,363 | $21,033 | 12/31/2023 | Kathmere Capital Management LLC | 634,147 | $16,780 | 03/31/2024 | IBMN | 634,147 | $16,780 | 03/31/2024 | UBS Group AG | 608,020 | $16,140 | 12/31/2023 | IBMN | 608,020 | $16,140 | 12/31/2023 | GWM Advisors LLC | 600,007 | $15,899 | 12/31/2023 | IBMN | 600,007 | $15,899 | 12/31/2023 | Susquehanna International Group LLP | 506,754 | $13,452 | 12/31/2023 | IBMN | 506,754 | $13,452 | 12/31/2023 | Wells Fargo & Company MN | 457,430 | $12,142 | 12/31/2023 | IBMN | 457,430 | $12,142 | 12/31/2023 | LPL Financial LLC | 364,384 | $9,673 | 12/31/2023 | IBMN | 364,384 | $9,673 | 12/31/2023 | Amplius Wealth Advisors LLC | 332,542 | $8,799 | 03/31/2024 | IBMN | 332,542 | $8,799 | 03/31/2024 | Leavell Investment Management Inc. | 306,401 | $8,107 | 03/31/2024 | IBMN | 306,401 | $8,107 | 03/31/2024 | Covington Investment Advisors Inc. | 280,023 | $7,433 | 12/31/2023 | IBMN | 280,023 | $7,433 | 12/31/2023 | Ashton Thomas Private Wealth LLC | 251,857 | $6,664 | 03/31/2024 | IBMN | 251,857 | $6,664 | 03/31/2024 | Commonwealth Equity Services LLC | 244,532 | $6,491 | 12/31/2023 | IBMN | 244,532 | $6,491 | 12/31/2023 | Praetorian Wealth Management Inc. | 239,267 | $6,331 | 03/31/2024 | IBMN | 239,267 | $6,331 | 03/31/2024 | HighTower Advisors LLC | 226,006 | $6,001 | 12/31/2023 | IBMN | 226,006 | $6,001 | 12/31/2023 | Hills Bank & Trust Co | 225,855 | $5,995 | 12/31/2023 | IBMN | 225,855 | $5,995 | 12/31/2023 | Truist Financial Corp | 213,219 | $5,660 | 12/31/2023 | IBMN | 213,219 | $5,660 | 12/31/2023 | Integrated Wealth Concepts LLC | 212,795 | $5,649 | 12/31/2023 | IBMN | 212,795 | $5,649 | 12/31/2023 | Goldman Sachs Group Inc. | 197,293 | $5,237 | 12/31/2023 | IBMN | 197,293 | $5,237 | 12/31/2023 | Lbmc Investment Advisors LLC | 193,860 | $5,130 | 03/31/2024 | IBMN | 193,860 | $5,130 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 163,703 | $4,332 | 03/31/2024 | IBMN | 163,703 | $4,332 | 03/31/2024 | Northwestern Mutual Wealth Management Co. | 158,013 | $4,194 | 12/31/2023 | IBMN | 158,013 | $4,194 | 12/31/2023 | Raymond James & Associates | 151,539 | $4,010 | 03/31/2024 | IBMN | 151,539 | $4,010 | 03/31/2024 | Cyndeo Wealth Partners LLC | 146,545 | $3,878 | 03/31/2024 | IBMN | 146,545 | $3,878 | 03/31/2024 | Newman Dignan & Sheerar Inc. | 139,021 | $3,690 | 12/31/2023 | IBMN | 139,021 | $3,690 | 12/31/2023 | Royal Bank of Canada | 136,268 | $3,617 | 12/31/2023 | IBMN | 136,268 | $3,617 | 12/31/2023 | Stifel Financial Corp | 132,692 | $3,522 | 12/31/2023 | IBMN | 132,692 | $3,522 | 12/31/2023 | Sound View Wealth Advisors Group LLC | 118,443 | $3,144 | 12/31/2023 | IBMN | 118,443 | $3,144 | 12/31/2023 | Paradiem LLC | 114,986 | $3,043 | 03/31/2024 | IBMN | 114,986 | $3,043 | 03/31/2024 | Cypress Point Wealth Management LLC | 113,000 | $3,000 | 12/31/2023 | IBMN | 113,000 | $3,000 | 12/31/2023 | United Capital Financial Advisers LLC | 106,231 | $2,820 | 12/31/2023 | IBMN | 106,231 | $2,820 | 12/31/2023 | Flow Traders U.S. LLC | 105,305 | $2,795 | 12/31/2023 | IBMN | 105,305 | $2,795 | 12/31/2023 | Gateway Advisory LLC | 104,957 | $2,786 | 12/31/2023 | IBMN | 104,957 | $2,786 | 12/31/2023 | Cliftonlarsonallen Wealth Advisors LLC | 100,140 | $2,658 | 12/31/2023 | IBMN | 100,140 | $2,658 | 12/31/2023 | Beacon Pointe Advisors LLC | 99,882 | $2,651 | 12/31/2023 | IBMN | 99,882 | $2,651 | 12/31/2023 | CENTRAL TRUST Co | 98,659 | $2,611 | 03/31/2024 | IBMN | 98,659 | $2,611 | 03/31/2024 | New England Private Wealth Advisors LLC | 96,872 | $2,571 | 12/31/2023 | IBMN | 96,872 | $2,571 | 12/31/2023 | Woodmont Investment Counsel LLC | 94,650 | $2,504 | 03/31/2024 | IBMN | 94,650 | $2,504 | 03/31/2024 | Stonebridge Capital Advisors LLC | 90,575 | $2,404 | 12/31/2023 | IBMN | 90,575 | $2,404 | 12/31/2023 | Steward Partners Investment Advisory LLC | 85,166 | $2,261 | 12/31/2023 | IBMN | 85,166 | $2,261 | 12/31/2023 | Sentinel Pension Advisors Inc. | 83,100 | $2,206 | 12/31/2023 | IBMN | 83,100 | $2,206 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 82,662 | $2,187 | 03/31/2024 | IBMN | 82,662 | $2,187 | 03/31/2024 | Mariner LLC | 80,812 | $2,145 | 12/31/2023 | IBMN | 80,812 | $2,145 | 12/31/2023 | Regions Financial Corp | 76,109 | $2,014 | 03/31/2024 | IBMN | 76,109 | $2,014 | 03/31/2024 | Captrust Financial Advisors | 75,813 | $2,012 | 12/31/2023 | IBMN | 75,813 | $2,012 | 12/31/2023 |
See All: Funds Holding IBMN
See Details: Top 10 Hedge Funds Holding IBMN
Also See: IBMN Holdings Changes
|
|