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Institutional Holders of IBTJ

There is a long list of 77 institutional holders of IBTJ 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 IBTJ by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IBTJ table below, the initial column indicates the name of each top institutional holder of IBTJ, with a link to that fund's top holdings. The next columns indicate the amount of IBTJ stock held by each of the institutional holders of IBTJ, followed by the IBTJ 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
Atwood & Palmer Inc.926,690$19,924 03/31/2024
     IBTJ926,690$19,924 03/31/2024
Hengehold Capital Management LLC579,247$12,454 03/31/2024
     IBTJ579,247$12,454 03/31/2024
Wells Fargo & Company MN499,299$10,875 12/31/2023
     IBTJ499,299$10,875 12/31/2023
Waycross Investment Management Co436,594$9,387 03/31/2024
     IBTJ436,594$9,387 03/31/2024
Bank of America Corp DE365,551$7,962 12/31/2023
     IBTJ365,551$7,962 12/31/2023
Confluence Investment Management LLC366,684$7,884 03/31/2024
     IBTJ366,684$7,884 03/31/2024
Raymond James Financial Services Advisors Inc.152,344$3,275 03/31/2024
     IBTJ152,344$3,275 03/31/2024
UBS Group AG143,864$3,133 12/31/2023
     IBTJ143,864$3,133 12/31/2023
1858 Wealth Management LLC128,435$2,797 03/31/2024
     IBTJ128,435$2,797 03/31/2024
D.A. Davidson & CO.128,419$2,797 12/31/2023
     IBTJ128,419$2,797 12/31/2023
Stockman Wealth Management Inc.125,276$2,693 03/31/2024
     IBTJ125,276$2,693 03/31/2024
Altus Wealth Group LLC118,414$2,579 12/31/2023
     IBTJ118,414$2,579 12/31/2023
Stifel Financial Corp104,723$2,281 12/31/2023
     IBTJ104,723$2,281 12/31/2023
Accretive Wealth Partners LLC99,096$2,158 12/31/2023
     IBTJ99,096$2,158 12/31/2023
LPL Financial LLC97,839$2,131 12/31/2023
     IBTJ97,839$2,131 12/31/2023
Probity Advisors Inc.96,009$2,091 12/31/2023
     IBTJ96,009$2,091 12/31/2023
Commonwealth Equity Services LLC90,880$1,979 12/31/2023
     IBTJ90,880$1,979 12/31/2023
Shelton Wealth Management LLC90,125$1,963 12/31/2023
     IBTJ90,125$1,963 12/31/2023
CENTRAL TRUST Co90,594$1,948 03/31/2024
     IBTJ90,594$1,948 03/31/2024
Ameriprise Financial Inc.88,746$1,933 12/31/2023
     IBTJ88,746$1,933 12/31/2023
Royal Bank of Canada79,785$1,738 12/31/2023
     IBTJ79,785$1,738 12/31/2023
Atlantic Private Wealth LLC68,381$1,489 12/31/2023
     IBTJ68,381$1,489 12/31/2023
FF Advisors LLC66,561$1,431 03/31/2024
     IBTJ66,561$1,431 03/31/2024
Equitable Holdings Inc.65,442$1,425 12/31/2023
     IBTJ65,442$1,425 12/31/2023
MV Capital Management Inc.65,571$1,410 03/31/2024
     IBTJ65,571$1,410 03/31/2024
Park Avenue Securities LLC54,938$1,181 03/31/2024
     IBTJ54,938$1,181 03/31/2024
GWM Advisors LLC50,731$1,105 12/31/2023
     IBTJ50,731$1,105 12/31/2023
Jane Street Group LLC41,975$914 12/31/2023
     IBTJ41,975$914 12/31/2023
Stratos Wealth Partners LTD.41,081$883 03/31/2024
     IBTJ41,081$883 03/31/2024
Associated Banc Corp40,145$874 12/31/2023
     IBTJ40,145$874 12/31/2023
HighTower Advisors LLC39,597$861 12/31/2023
     IBTJ39,597$861 12/31/2023
Envestnet Asset Management Inc.37,888$825 12/31/2023
     IBTJ37,888$825 12/31/2023
Morgan Stanley37,596$819 12/31/2023
     IBTJ37,596$819 12/31/2023
Susquehanna International Group LLP36,894$804 12/31/2023
     IBTJ36,894$804 12/31/2023
IFP Advisors Inc32,142$700 12/31/2023
     IBTJ32,142$700 12/31/2023
Financial Engines Advisors L.L.C.31,841$693 12/31/2023
     IBTJ31,841$693 12/31/2023
Krilogy Financial LLC29,670$638 03/31/2024
     IBTJ29,670$638 03/31/2024
Snowden Capital Advisors LLC27,951$609 12/31/2023
     IBTJ27,951$609 12/31/2023
Mutual Advisors LLC26,602$579 12/31/2023
     IBTJ26,602$579 12/31/2023
Sowell Financial Services LLC25,838$563 12/31/2023
     IBTJ25,838$563 12/31/2023
Compass Ion Advisors LLC24,207$520 03/31/2024
     IBTJ24,207$520 03/31/2024
Cetera Advisors LLC21,934$478 12/31/2023
     IBTJ21,934$478 12/31/2023
Advisor Group Holdings Inc.20,980$457 12/31/2023
     IBTJ20,980$457 12/31/2023
Northwestern Mutual Wealth Management Co.20,842$454 12/31/2023
     IBTJ20,842$454 12/31/2023
Mendota Financial Group LLC18,838$405 03/31/2024
     IBTJ18,838$405 03/31/2024
Cetera Investment Advisers18,574$405 12/31/2023
     IBTJ18,574$405 12/31/2023
Resonant Capital Advisors LLC16,260$354 12/31/2023
     IBTJ16,260$354 12/31/2023
Cerity Partners LLC16,162$352 12/31/2023
     IBTJ16,162$352 12/31/2023
Benjamin F. Edwards & Company Inc.15,039$328 12/31/2023
     IBTJ15,039$328 12/31/2023
Integrated Wealth Concepts LLC13,847$302 12/31/2023
     IBTJ13,847$302 12/31/2023

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

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