There is a long list of 160 institutional holders of IBTG 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 IBTG by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IBTG table below, the initial column indicates the name of each top institutional holder of IBTG, with a link to that fund's top holdings. The next columns indicate the amount of IBTG stock held by each of the institutional holders of IBTG, followed by the IBTG 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
Morgan Stanley	2,838,446	$64,873	12/31/2023
IBTG	2,838,446	$64,873	12/31/2023
Capital Investment Advisors LLC	2,202,257	$50,013	03/31/2024
IBTG	2,202,257	$50,013	03/31/2024
GWM Advisors LLC	1,243,060	$28,404	12/31/2023
IBTG	1,243,060	$28,404	12/31/2023
Wells Fargo & Company MN	1,242,673	$28,401	12/31/2023
IBTG	1,242,673	$28,401	12/31/2023
Bank of America Corp DE	1,152,697	$26,345	12/31/2023
IBTG	1,152,697	$26,345	12/31/2023
InterOcean Capital Group LLC	1,002,317	$22,908	12/31/2023
IBTG	1,002,317	$22,908	12/31/2023
Confluence Investment Management LLC	867,969	$19,712	03/31/2024
IBTG	867,969	$19,712	03/31/2024
UBS Group AG	679,509	$15,530	12/31/2023
IBTG	679,509	$15,530	12/31/2023
Bailard Inc.	575,710	$13,158	12/31/2023
IBTG	575,710	$13,158	12/31/2023
Stratos Wealth Partners LTD.	569,255	$12,928	03/31/2024
IBTG	569,255	$12,928	03/31/2024
MV Capital Management Inc.	555,014	$12,604	03/31/2024
IBTG	555,014	$12,604	03/31/2024
Journey Advisory Group LLC	545,044	$12,457	12/31/2023
IBTG	545,044	$12,457	12/31/2023
Trust Co	515,976	$11,718	03/31/2024
IBTG	515,976	$11,718	03/31/2024
Raymond James Financial Services Advisors Inc.	514,055	$11,674	03/31/2024
IBTG	514,055	$11,674	03/31/2024
Commonwealth Equity Services LLC	484,183	$10,996	03/31/2024
IBTG	484,183	$10,996	03/31/2024
Krilogy Financial LLC	456,277	$10,362	03/31/2024
IBTG	456,277	$10,362	03/31/2024
LPL Financial LLC	439,159	$10,037	12/31/2023
IBTG	439,159	$10,037	12/31/2023
Baltimore Washington Financial Advisors Inc.	397,720	$9,090	12/31/2023
IBTG	397,720	$9,090	12/31/2023
Steward Partners Investment Advisory LLC	380,216	$8,690	12/31/2023
IBTG	380,216	$8,690	12/31/2023
Financial Engines Advisors L.L.C.	323,229	$7,387	12/31/2023
IBTG	323,229	$7,387	12/31/2023
Mesirow Financial Investment Management Inc.	317,177	$7,203	03/31/2024
IBTG	317,177	$7,203	03/31/2024
Integrated Wealth Concepts LLC	305,733	$6,988	12/31/2023
IBTG	305,733	$6,988	12/31/2023
Lido Advisors LLC	292,013	$6,674	12/31/2023
IBTG	292,013	$6,674	12/31/2023
MKT Advisors LLC	283,389	$6,371	03/31/2024
IBTG	283,389	$6,371	03/31/2024
Raymond James & Associates	250,049	$5,679	03/31/2024
IBTG	250,049	$5,679	03/31/2024
Cliftonlarsonallen Wealth Advisors LLC	241,188	$5,477	03/31/2024
IBTG	241,188	$5,477	03/31/2024
Snowden Capital Advisors LLC	236,030	$5,394	12/31/2023
IBTG	236,030	$5,394	12/31/2023
CENTRAL TRUST Co	229,842	$5,220	03/31/2024
IBTG	229,842	$5,220	03/31/2024
Northwestern Mutual Wealth Management Co.	210,937	$4,821	12/31/2023
IBTG	210,937	$4,821	12/31/2023
Mariner LLC	202,620	$4,631	12/31/2023
IBTG	202,620	$4,631	12/31/2023
Janney Montgomery Scott LLC	185,887	$4,221	03/31/2024
IBTG	185,887	$4,221	03/31/2024
Advisor Group Holdings Inc.	155,612	$3,556	12/31/2023
IBTG	155,612	$3,556	12/31/2023
Global Retirement Partners LLC	152,888	$3,472	03/31/2024
IBTG	152,888	$3,472	03/31/2024
OneAscent Financial Services LLC	142,726	$3,241	03/31/2024
IBTG	142,726	$3,241	03/31/2024
Country Club Bank GFN	133,738	$3,037	03/31/2024
IBTG	133,738	$3,037	03/31/2024
Royal Bank of Canada	125,281	$2,863	12/31/2023
IBTG	125,281	$2,863	12/31/2023
D.A. Davidson & CO.	115,453	$2,639	12/31/2023
IBTG	115,453	$2,639	12/31/2023
Allworth Financial LP	116,178	$2,638	03/31/2024
IBTG	116,178	$2,638	03/31/2024
HM Payson & Co.	110,132	$2,517	12/31/2023
IBTG	110,132	$2,517	12/31/2023
Probity Advisors Inc.	106,523	$2,419	03/31/2024
IBTG	106,523	$2,419	03/31/2024
Strategic Blueprint LLC	101,924	$2,315	03/31/2024
IBTG	101,924	$2,315	03/31/2024
Accretive Wealth Partners LLC	99,280	$2,239	03/31/2024
IBTG	99,280	$2,239	03/31/2024
Lantz Financial LLC	98,376	$2,234	03/31/2024
IBTG	98,376	$2,234	03/31/2024
Sigma Planning Corp	95,108	$2,160	03/31/2024
IBTG	95,108	$2,160	03/31/2024
Stockman Wealth Management Inc.	92,329	$2,097	03/31/2024
IBTG	92,329	$2,097	03/31/2024
Atria Wealth Solutions Inc.	87,525	$2,000	12/31/2023
IBTG	87,525	$2,000	12/31/2023
Shelton Wealth Management LLC	84,836	$1,939	12/31/2023
IBTG	84,836	$1,939	12/31/2023
Cambridge Investment Research Advisors Inc.	79,008	$1,794	03/31/2024
IBTG	79,008	$1,794	03/31/2024
Honkamp Krueger Financial Services Inc.	78,182	$1,776	03/31/2024
IBTG	78,182	$1,776	03/31/2024
Leavell Investment Management Inc.	77,290	$1,755	03/31/2024
IBTG	77,290	$1,755	03/31/2024