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There is a long list of 230 institutional holders of IBTF 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 IBTF by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IBTF table below,
the initial column indicates the name of each top institutional holder of IBTF, with a link to that fund's top holdings. The next columns
indicate the amount of IBTF stock held by each of the institutional holders of IBTF, followed by the IBTF 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 |
|---|
 Captrust Financial Advisors | 12,588,700 | $293,065 | 12/31/2023 | | IBTF | 12,588,700 | $293,065 | 12/31/2023 | | Morgan Stanley | 3,662,025 | $85,252 | 12/31/2023 | | IBTF | 3,662,025 | $85,252 | 12/31/2023 | | Wells Fargo & Company MN | 3,046,614 | $70,773 | 03/31/2024 | | IBTF | 3,046,614 | $70,773 | 03/31/2024 | | Colony Group LLC | 2,665,336 | $62,049 | 12/31/2023 | | IBTF | 2,665,336 | $62,049 | 12/31/2023 | | GLOBALT Investments LLC GA | 2,638,123 | $61,284 | 03/31/2024 | | IBTF | 2,638,123 | $61,284 | 03/31/2024 | | Bank of America Corp DE | 2,532,776 | $58,963 | 12/31/2023 | | IBTF | 2,532,776 | $58,963 | 12/31/2023 | | UBS Group AG | 2,234,095 | $52,010 | 12/31/2023 | | IBTF | 2,234,095 | $52,010 | 12/31/2023 | | Capital Investment Advisors LLC | 2,233,569 | $51,886 | 03/31/2024 | | IBTF | 2,233,569 | $51,886 | 03/31/2024 | | GWM Advisors LLC | 1,989,934 | $46,333 | 12/31/2023 | | IBTF | 1,989,934 | $46,333 | 12/31/2023 | | Hills Bank & Trust Co | 1,938,883 | $45,040 | 03/31/2024 | | IBTF | 1,938,883 | $45,040 | 03/31/2024 | | Royal Bank of Canada | 1,601,566 | $37,284 | 12/31/2023 | | IBTF | 1,601,566 | $37,284 | 12/31/2023 | | Summitry LLC | 1,498,209 | $34,803 | 03/31/2024 | | IBTF | 1,498,209 | $34,803 | 03/31/2024 | | LPL Financial LLC | 1,449,336 | $33,668 | 03/31/2024 | | IBTF | 1,449,336 | $33,668 | 03/31/2024 | | Raymond James Financial Services Advisors Inc. | 1,106,911 | $25,714 | 03/31/2024 | | IBTF | 1,106,911 | $25,714 | 03/31/2024 | | Cliftonlarsonallen Wealth Advisors LLC | 810,858 | $18,836 | 03/31/2024 | | IBTF | 810,858 | $18,836 | 03/31/2024 | | Northwestern Mutual Wealth Management Co. | 747,801 | $17,409 | 12/31/2023 | | IBTF | 747,801 | $17,409 | 12/31/2023 | | InterOcean Capital Group LLC | 678,472 | $15,795 | 12/31/2023 | | IBTF | 678,472 | $15,795 | 12/31/2023 | | MV Capital Management Inc. | 667,991 | $15,517 | 03/31/2024 | | IBTF | 667,991 | $15,517 | 03/31/2024 | | Mariner LLC | 594,213 | $13,833 | 12/31/2023 | | IBTF | 594,213 | $13,833 | 12/31/2023 | | Integrated Wealth Concepts LLC | 577,471 | $13,444 | 12/31/2023 | | IBTF | 577,471 | $13,444 | 12/31/2023 | | Stifel Financial Corp | 548,974 | $12,780 | 12/31/2023 | | IBTF | 548,974 | $12,780 | 12/31/2023 | | Ashton Thomas Private Wealth LLC | 543,915 | $12,635 | 03/31/2024 | | IBTF | 543,915 | $12,635 | 03/31/2024 | | FinTrust Capital Advisors LLC | 519,526 | $12,069 | 03/31/2024 | | IBTF | 519,526 | $12,069 | 03/31/2024 | | Renaissance Technologies LLC | 507,800 | $11,822 | 12/31/2023 | | IBTF | 507,800 | $11,822 | 12/31/2023 | | Advisor Group Holdings Inc. | 489,259 | $11,365 | 03/31/2024 | | IBTF | 489,259 | $11,365 | 03/31/2024 | | Cambridge Investment Research Advisors Inc. | 487,064 | $11,314 | 03/31/2024 | | IBTF | 487,064 | $11,314 | 03/31/2024 | | Carnegie Capital Asset Management LLC | 480,078 | $11,152 | 03/31/2024 | | IBTF | 480,078 | $11,152 | 03/31/2024 | | Envestnet Asset Management Inc. | 458,870 | $10,682 | 12/31/2023 | | IBTF | 458,870 | $10,682 | 12/31/2023 | | Krilogy Financial LLC | 452,006 | $10,500 | 03/31/2024 | | IBTF | 452,006 | $10,500 | 03/31/2024 | | Mesirow Financial Investment Management Inc. | 426,491 | $9,907 | 03/31/2024 | | IBTF | 426,491 | $9,907 | 03/31/2024 | | Connecticut Wealth Management LLC | 424,865 | $9,870 | 03/31/2024 | | IBTF | 424,865 | $9,870 | 03/31/2024 | | Scissortail Wealth Management LLC | 403,775 | $9,424 | 12/31/2023 | | IBTF | 403,775 | $9,424 | 12/31/2023 | | Raymond James & Associates | 397,847 | $9,242 | 03/31/2024 | | IBTF | 397,847 | $9,242 | 03/31/2024 | | CENTRAL TRUST Co | 397,786 | $9,241 | 03/31/2024 | | IBTF | 397,786 | $9,241 | 03/31/2024 | | Lido Advisors LLC | 391,239 | $9,108 | 12/31/2023 | | IBTF | 391,239 | $9,108 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 371,678 | $8,653 | 12/31/2023 | | IBTF | 371,678 | $8,653 | 12/31/2023 | | Baltimore Washington Financial Advisors Inc. | 356,145 | $8,273 | 03/31/2024 | | IBTF | 356,145 | $8,273 | 03/31/2024 | | Commonwealth Equity Services LLC | 332,996 | $7,736 | 03/31/2024 | | IBTF | 332,996 | $7,736 | 03/31/2024 | | Thrivent Financial for Lutherans | 328,109 | $7,638 | 12/31/2023 | | IBTF | 328,109 | $7,638 | 12/31/2023 | | Financial Engines Advisors L.L.C. | 319,329 | $7,434 | 12/31/2023 | | IBTF | 319,329 | $7,434 | 12/31/2023 | | HM Payson & Co. | 317,239 | $7,385 | 12/31/2023 | | IBTF | 317,239 | $7,385 | 12/31/2023 | | Keeler Thomas Management LLC | 316,634 | $7,363 | 03/31/2024 | | IBTF | 316,634 | $7,363 | 03/31/2024 | | Moseley Investment Management Inc. | 307,736 | $7,149 | 03/31/2024 | | IBTF | 307,736 | $7,149 | 03/31/2024 | | MKT Advisors LLC | 277,686 | $6,417 | 03/31/2024 | | IBTF | 277,686 | $6,417 | 03/31/2024 | | McGuire Investment Group LLC | 255,859 | $5,944 | 03/31/2024 | | IBTF | 255,859 | $5,944 | 03/31/2024 | | Gradient Investments LLC | 254,143 | $5,904 | 03/31/2024 | | IBTF | 254,143 | $5,904 | 03/31/2024 | | JPMorgan Chase & Co. | 253,098 | $5,879 | 03/31/2024 | | IBTF | 253,098 | $5,879 | 03/31/2024 | | Snowden Capital Advisors LLC | 241,970 | $5,633 | 12/31/2023 | | IBTF | 241,970 | $5,633 | 12/31/2023 | | Strategic Blueprint LLC | 210,175 | $4,882 | 03/31/2024 | | IBTF | 210,175 | $4,882 | 03/31/2024 | | Level Four Advisory Services LLC | 206,732 | $4,813 | 12/31/2023 | | IBTF | 206,732 | $4,813 | 12/31/2023 |
See All: Funds Holding IBTF
See Details: Top 10 Hedge Funds Holding IBTF
Also See: IBTF Holdings Changes
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