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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Atwood & Palmer Inc. | 926,690 | $19,924 | 03/31/2024 | IBTJ | 926,690 | $19,924 | 03/31/2024 | Hengehold Capital Management LLC | 579,247 | $12,454 | 03/31/2024 | IBTJ | 579,247 | $12,454 | 03/31/2024 | Wells Fargo & Company MN | 499,299 | $10,875 | 12/31/2023 | IBTJ | 499,299 | $10,875 | 12/31/2023 | Waycross Investment Management Co | 436,594 | $9,387 | 03/31/2024 | IBTJ | 436,594 | $9,387 | 03/31/2024 | Bank of America Corp DE | 365,551 | $7,962 | 12/31/2023 | IBTJ | 365,551 | $7,962 | 12/31/2023 | Confluence Investment Management LLC | 366,684 | $7,884 | 03/31/2024 | IBTJ | 366,684 | $7,884 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 152,344 | $3,275 | 03/31/2024 | IBTJ | 152,344 | $3,275 | 03/31/2024 | UBS Group AG | 143,864 | $3,133 | 12/31/2023 | IBTJ | 143,864 | $3,133 | 12/31/2023 | 1858 Wealth Management LLC | 128,435 | $2,797 | 03/31/2024 | IBTJ | 128,435 | $2,797 | 03/31/2024 | D.A. Davidson & CO. | 128,419 | $2,797 | 12/31/2023 | IBTJ | 128,419 | $2,797 | 12/31/2023 | Stockman Wealth Management Inc. | 125,276 | $2,693 | 03/31/2024 | IBTJ | 125,276 | $2,693 | 03/31/2024 | Altus Wealth Group LLC | 118,414 | $2,579 | 12/31/2023 | IBTJ | 118,414 | $2,579 | 12/31/2023 | Stifel Financial Corp | 104,723 | $2,281 | 12/31/2023 | IBTJ | 104,723 | $2,281 | 12/31/2023 | Accretive Wealth Partners LLC | 99,096 | $2,158 | 12/31/2023 | IBTJ | 99,096 | $2,158 | 12/31/2023 | LPL Financial LLC | 97,839 | $2,131 | 12/31/2023 | IBTJ | 97,839 | $2,131 | 12/31/2023 | Probity Advisors Inc. | 96,009 | $2,091 | 12/31/2023 | IBTJ | 96,009 | $2,091 | 12/31/2023 | Commonwealth Equity Services LLC | 90,880 | $1,979 | 12/31/2023 | IBTJ | 90,880 | $1,979 | 12/31/2023 | Shelton Wealth Management LLC | 90,125 | $1,963 | 12/31/2023 | IBTJ | 90,125 | $1,963 | 12/31/2023 | CENTRAL TRUST Co | 90,594 | $1,948 | 03/31/2024 | IBTJ | 90,594 | $1,948 | 03/31/2024 | Ameriprise Financial Inc. | 88,746 | $1,933 | 12/31/2023 | IBTJ | 88,746 | $1,933 | 12/31/2023 | Royal Bank of Canada | 79,785 | $1,738 | 12/31/2023 | IBTJ | 79,785 | $1,738 | 12/31/2023 | Atlantic Private Wealth LLC | 68,381 | $1,489 | 12/31/2023 | IBTJ | 68,381 | $1,489 | 12/31/2023 | FF Advisors LLC | 66,561 | $1,431 | 03/31/2024 | IBTJ | 66,561 | $1,431 | 03/31/2024 | Equitable Holdings Inc. | 65,442 | $1,425 | 12/31/2023 | IBTJ | 65,442 | $1,425 | 12/31/2023 | MV Capital Management Inc. | 65,571 | $1,410 | 03/31/2024 | IBTJ | 65,571 | $1,410 | 03/31/2024 | Park Avenue Securities LLC | 54,938 | $1,181 | 03/31/2024 | IBTJ | 54,938 | $1,181 | 03/31/2024 | GWM Advisors LLC | 50,731 | $1,105 | 12/31/2023 | IBTJ | 50,731 | $1,105 | 12/31/2023 | Jane Street Group LLC | 41,975 | $914 | 12/31/2023 | IBTJ | 41,975 | $914 | 12/31/2023 | Stratos Wealth Partners LTD. | 41,081 | $883 | 03/31/2024 | IBTJ | 41,081 | $883 | 03/31/2024 | Associated Banc Corp | 40,145 | $874 | 12/31/2023 | IBTJ | 40,145 | $874 | 12/31/2023 | HighTower Advisors LLC | 39,597 | $861 | 12/31/2023 | IBTJ | 39,597 | $861 | 12/31/2023 | Envestnet Asset Management Inc. | 37,888 | $825 | 12/31/2023 | IBTJ | 37,888 | $825 | 12/31/2023 | Morgan Stanley | 37,596 | $819 | 12/31/2023 | IBTJ | 37,596 | $819 | 12/31/2023 | Susquehanna International Group LLP | 36,894 | $804 | 12/31/2023 | IBTJ | 36,894 | $804 | 12/31/2023 | IFP Advisors Inc | 32,142 | $700 | 12/31/2023 | IBTJ | 32,142 | $700 | 12/31/2023 | Financial Engines Advisors L.L.C. | 31,841 | $693 | 12/31/2023 | IBTJ | 31,841 | $693 | 12/31/2023 | Krilogy Financial LLC | 29,670 | $638 | 03/31/2024 | IBTJ | 29,670 | $638 | 03/31/2024 | Snowden Capital Advisors LLC | 27,951 | $609 | 12/31/2023 | IBTJ | 27,951 | $609 | 12/31/2023 | Mutual Advisors LLC | 26,602 | $579 | 12/31/2023 | IBTJ | 26,602 | $579 | 12/31/2023 | Sowell Financial Services LLC | 25,838 | $563 | 12/31/2023 | IBTJ | 25,838 | $563 | 12/31/2023 | Compass Ion Advisors LLC | 24,207 | $520 | 03/31/2024 | IBTJ | 24,207 | $520 | 03/31/2024 | Cetera Advisors LLC | 21,934 | $478 | 12/31/2023 | IBTJ | 21,934 | $478 | 12/31/2023 | Advisor Group Holdings Inc. | 20,980 | $457 | 12/31/2023 | IBTJ | 20,980 | $457 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 20,842 | $454 | 12/31/2023 | IBTJ | 20,842 | $454 | 12/31/2023 | Mendota Financial Group LLC | 18,838 | $405 | 03/31/2024 | IBTJ | 18,838 | $405 | 03/31/2024 | Cetera Investment Advisers | 18,574 | $405 | 12/31/2023 | IBTJ | 18,574 | $405 | 12/31/2023 | Resonant Capital Advisors LLC | 16,260 | $354 | 12/31/2023 | IBTJ | 16,260 | $354 | 12/31/2023 | Cerity Partners LLC | 16,162 | $352 | 12/31/2023 | IBTJ | 16,162 | $352 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 15,039 | $328 | 12/31/2023 | IBTJ | 15,039 | $328 | 12/31/2023 | Integrated Wealth Concepts LLC | 13,847 | $302 | 12/31/2023 | IBTJ | 13,847 | $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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