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Institutional Holders of IEI

There is a long list of 650 institutional holders of IEI 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 IEI by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IEI table below, the initial column indicates the name of each top institutional holder of IEI, with a link to that fund's top holdings. The next columns indicate the amount of IEI stock held by each of the institutional holders of IEI, followed by the IEI 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
JPMorgan Chase & Co.9,407,089$1,101,852 12/31/2023
     IEI9,407,089$1,101,852 12/31/2023
Bank of America Corp DE $585,000 12/31/2023
     IEI4,994,752$585,035 12/31/2023
     Put200,300$23,461 12/31/2023
     Call200,000$23,426 12/31/2023
Financial Engines Advisors L.L.C.4,154,095$486,569 12/31/2023
     IEI4,154,095$486,569 12/31/2023
Envestnet Asset Management Inc.3,888,648$455,477 12/31/2023
     IEI3,888,648$455,477 12/31/2023
FMR LLC3,003,638$351,816 12/31/2023
     IEI3,003,638$351,816 12/31/2023
Charles Schwab Investment Advisory Inc.2,784,998$326,207 12/31/2023
     IEI2,784,998$326,207 12/31/2023
Truist Financial Corp2,600,709$304,621 12/31/2023
     IEI2,600,709$304,621 12/31/2023
Morgan Stanley2,501,163$292,961 12/31/2023
     IEI2,501,163$292,961 12/31/2023
Cerity Partners LLC2,229,435$261,134 12/31/2023
     IEI2,229,435$261,134 12/31/2023
Janney Montgomery Scott LLC2,136,167$250,210 12/31/2023
     IEI2,136,167$250,210 12/31/2023
Assetmark Inc.2,094,390$245,316 12/31/2023
     IEI2,094,390$245,316 12/31/2023
Bank Julius Baer & Co. Ltd Zurich2,078,819$243,492 12/31/2023
     IEI2,078,819$243,492 12/31/2023
Creative Planning1,960,385$229,620 12/31/2023
     IEI1,960,385$229,620 12/31/2023
Ameriprise Financial Inc.1,874,554$219,187 12/31/2023
     IEI1,874,554$219,187 12/31/2023
UBS Group AG1,823,656$213,605 12/31/2023
     IEI1,823,656$213,605 12/31/2023
Wells Fargo & Company MN1,776,753$208,111 12/31/2023
     IEI1,776,753$208,111 12/31/2023
Charles Schwab Investment Management Inc.1,692,850$198,284 12/31/2023
     IEI1,692,850$198,284 12/31/2023
Matson Money. Inc.1,434,967$168,078 12/31/2023
     IEI1,434,967$168,078 12/31/2023
Stifel Financial Corp1,308,204$153,230 12/31/2023
     IEI1,308,204$153,230 12/31/2023
WestEnd Advisors LLC1,292,429$151,382 12/31/2023
     IEI1,292,429$151,382 12/31/2023
Raymond James & Associates1,233,872$142,895 03/31/2024
     IEI1,233,872$142,895 03/31/2024
Tanglewood Wealth Management Inc.1,203,211$140,932 12/31/2023
     IEI1,203,211$140,932 12/31/2023
Johnson Financial Group Inc.1,179,767$138,186 12/31/2023
     IEI1,179,767$138,186 12/31/2023
LPL Financial LLC1,136,374$133,103 12/31/2023
     IEI1,136,374$133,103 12/31/2023
BlackRock Inc.1,011,970$118,532 12/31/2023
     IEI1,011,970$118,532 12/31/2023
Royal Bank of Canada649,953$76,129 12/31/2023
     IEI649,953$76,129 12/31/2023
Huntington National Bank628,778$73,649 12/31/2023
     IEI628,778$73,649 12/31/2023
Advisor Group Holdings Inc.542,413$63,539 12/31/2023
     IEI542,413$63,539 12/31/2023
The PNC Financial Services Group Inc.494,705$57,945 12/31/2023
     IEI494,705$57,945 12/31/2023
Evergreen Capital Management LLC472,485$55,342 12/31/2023
     IEI472,485$55,342 12/31/2023
SNS Financial Group LLC471,115$55,182 12/31/2023
     IEI471,115$55,182 12/31/2023
Facet Wealth Inc.470,491$54,742 12/31/2023
     IEI470,491$54,742 12/31/2023
M&T Bank Corp461,938$54,107 12/31/2023
     IEI461,938$54,107 12/31/2023
Victory Capital Management Inc.459,944$53,873 12/31/2023
     IEI459,944$53,873 12/31/2023
Cantor Fitzgerald Investment Adviser L.P.410,746$48,111 12/31/2023
     IEI410,746$48,111 12/31/2023
Keybank National Association OH405,915$47,545 12/31/2023
     IEI405,915$47,545 12/31/2023
Buckingham Strategic Wealth LLC403,006$47,204 12/31/2023
     IEI403,006$47,204 12/31/2023
Hilton Capital Management LLC379,850$44,492 12/31/2023
     IEI379,850$44,492 12/31/2023
Strategic Point Investment Advisors LLC375,589$43,993 12/31/2023
     IEI375,589$43,993 12/31/2023
Anchor Capital Advisors LLC368,038$43,108 12/31/2023
     IEI368,038$43,108 12/31/2023
Banco Santander S.A.366,632$42,944 12/31/2023
     IEI366,632$42,944 12/31/2023
National Bank of Canada FI365,207$42,652 12/31/2023
     IEI365,207$42,652 12/31/2023
AE Wealth Management LLC342,488$39,896 12/31/2023
     IEI342,488$39,896 12/31/2023
Marks Wealth LLC309,172$36,213 12/31/2023
     IEI309,172$36,213 12/31/2023
Buckingham Capital Management Inc.305,590$35,390 03/31/2024
     IEI305,590$35,390 03/31/2024
Jefferies Financial Group Inc.295,550$34,618 12/31/2023
     IEI295,550$34,618 12/31/2023
Armstrong Advisory Group Inc.283,123$33,162 03/31/2024
     IEI283,123$33,162 03/31/2024
Hsbc Holdings PLC280,008$32,797 12/31/2023
     IEI280,008$32,797 12/31/2023
Susquehanna International Group LLP $31,856 12/31/2023
     Call320,900$37,587 12/31/2023
     Put67,900$7,953 12/31/2023
     IEI18,968$2,222 12/31/2023
Clarity Financial LLC260,637$30,184 03/31/2024
     IEI260,637$30,184 03/31/2024

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

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