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Institutional Holders of IDMO
HolderAmountPosition Size
($ in 1000's)
 As of
Wealth Enhancement Advisory Services LLC236,075$9,927 03/31/2024
     IDMO236,075$9,927 03/31/2024
LPL Financial LLC187,519$6,907 12/31/2023
     IDMO187,519$6,907 12/31/2023
Synergy Financial Management LLC104,458$4,392 03/31/2024
     IDMO104,458$4,392 03/31/2024
Citadel Advisors LLC83,909$3,091 12/31/2023
     IDMO83,909$3,091 12/31/2023
Private Advisor Group LLC66,587$2,453 12/31/2023
     IDMO66,587$2,453 12/31/2023
FinDec Wealth Services Inc.64,317$2,369 12/31/2023
     IDMO64,317$2,369 12/31/2023
OLD Mission Capital LLC63,010$2,321 12/31/2023
     IDMO63,010$2,321 12/31/2023
Redhawk Wealth Advisors Inc.56,726$2,089 12/31/2023
     IDMO56,726$2,089 12/31/2023
Professional Financial Advisors LLC47,060$1,733 12/31/2023
     IDMO47,060$1,733 12/31/2023
Brookstone Capital Management33,576$1,412 03/31/2024
     IDMO33,576$1,412 03/31/2024
Atlas Capital Advisors LLC27,006$1,136 03/31/2024
     IDMO27,006$1,136 03/31/2024
Stifel Financial Corp28,730$1,058 12/31/2023
     IDMO28,730$1,058 12/31/2023
Envestnet Asset Management Inc.24,990$920 12/31/2023
     IDMO24,990$920 12/31/2023
Jane Street Group LLC23,326$859 12/31/2023
     IDMO23,326$859 12/31/2023
ORG Partners LLC21,186$780 12/31/2023
     IDMO21,186$780 12/31/2023
Raymond James Financial Services Advisors Inc.20,828$767 12/31/2023
     IDMO20,828$767 12/31/2023
Integrated Wealth Concepts LLC18,555$683 12/31/2023
     IDMO18,555$683 12/31/2023
Southland Equity Partners LLC13,279$558 03/31/2024
     IDMO13,279$558 03/31/2024
MML Investors Services LLC14,753$543 12/31/2023
     IDMO14,753$543 12/31/2023
Founders Financial Securities LLC8,637$363 03/31/2024
     IDMO8,637$363 03/31/2024
Betterment LLC8,788$324 12/31/2023
     IDMO8,788$324 12/31/2023
Susquehanna International Group LLP8,496$313 12/31/2023
     IDMO8,496$313 12/31/2023
Western Wealth Management LLC7,115$262 12/31/2023
     IDMO7,115$262 12/31/2023
Meridian Management Co.5,736$219 12/31/2023
     IDMO5,736$219 12/31/2023
Harbour Investments Inc.4,895$180 12/31/2023
     IDMO4,895$180 12/31/2023
Geneos Wealth Management Inc.2,481$91 12/31/2023
     IDMO2,481$91 12/31/2023
Private Trust Co. NA2,373$87 12/31/2023
     IDMO2,373$87 12/31/2023
Tidemark LLC2,226$82 12/31/2023
     IDMO2,226$82 12/31/2023
UBS Group AG467$17 12/31/2023
     IDMO467$17 12/31/2023
Bank of Montreal Can90$3 12/31/2023
     IDMO90$3 12/31/2023
Aptus Capital Advisors LLC44$2 12/31/2023
     IDMO44$2 12/31/2023
Advisor Group Holdings Inc.28$1 12/31/2023
     IDMO28$1 12/31/2023
Wells Fargo & Company MN0$0 12/31/2023
     IDMO0$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     IDMO0$0 12/31/2023

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

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