|
|
|
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.
Holder | Amount | Position Size
($ in 1000's) | As of |
JPMorgan Chase & Co. | 9,407,089 | $1,101,852 | 12/31/2023 | IEI | 9,407,089 | $1,101,852 | 12/31/2023 | Bank of America Corp DE | | $585,000 | 12/31/2023 | IEI | 4,994,752 | $585,035 | 12/31/2023 | Put | 200,300 | $23,461 | 12/31/2023 | Call | 200,000 | $23,426 | 12/31/2023 | Financial Engines Advisors L.L.C. | 4,154,095 | $486,569 | 12/31/2023 | IEI | 4,154,095 | $486,569 | 12/31/2023 | Envestnet Asset Management Inc. | 3,888,648 | $455,477 | 12/31/2023 | IEI | 3,888,648 | $455,477 | 12/31/2023 | FMR LLC | 3,003,638 | $351,816 | 12/31/2023 | IEI | 3,003,638 | $351,816 | 12/31/2023 | Charles Schwab Investment Advisory Inc. | 2,784,998 | $326,207 | 12/31/2023 | IEI | 2,784,998 | $326,207 | 12/31/2023 | Truist Financial Corp | 2,600,709 | $304,621 | 12/31/2023 | IEI | 2,600,709 | $304,621 | 12/31/2023 | Morgan Stanley | 2,501,163 | $292,961 | 12/31/2023 | IEI | 2,501,163 | $292,961 | 12/31/2023 | Cerity Partners LLC | 2,229,435 | $261,134 | 12/31/2023 | IEI | 2,229,435 | $261,134 | 12/31/2023 | Janney Montgomery Scott LLC | 2,136,167 | $250,210 | 12/31/2023 | IEI | 2,136,167 | $250,210 | 12/31/2023 | Assetmark Inc. | 2,094,390 | $245,316 | 12/31/2023 | IEI | 2,094,390 | $245,316 | 12/31/2023 | Bank Julius Baer & Co. Ltd Zurich | 2,078,819 | $243,492 | 12/31/2023 | IEI | 2,078,819 | $243,492 | 12/31/2023 | Creative Planning | 1,960,385 | $229,620 | 12/31/2023 | IEI | 1,960,385 | $229,620 | 12/31/2023 | Ameriprise Financial Inc. | 1,874,554 | $219,187 | 12/31/2023 | IEI | 1,874,554 | $219,187 | 12/31/2023 | UBS Group AG | 1,823,656 | $213,605 | 12/31/2023 | IEI | 1,823,656 | $213,605 | 12/31/2023 | Wells Fargo & Company MN | 1,776,753 | $208,111 | 12/31/2023 | IEI | 1,776,753 | $208,111 | 12/31/2023 | Charles Schwab Investment Management Inc. | 1,692,850 | $198,284 | 12/31/2023 | IEI | 1,692,850 | $198,284 | 12/31/2023 | Matson Money. Inc. | 1,434,967 | $168,078 | 12/31/2023 | IEI | 1,434,967 | $168,078 | 12/31/2023 | Stifel Financial Corp | 1,308,204 | $153,230 | 12/31/2023 | IEI | 1,308,204 | $153,230 | 12/31/2023 | WestEnd Advisors LLC | 1,292,429 | $151,382 | 12/31/2023 | IEI | 1,292,429 | $151,382 | 12/31/2023 | Raymond James & Associates | 1,233,872 | $142,895 | 03/31/2024 | IEI | 1,233,872 | $142,895 | 03/31/2024 | Tanglewood Wealth Management Inc. | 1,203,211 | $140,932 | 12/31/2023 | IEI | 1,203,211 | $140,932 | 12/31/2023 | Johnson Financial Group Inc. | 1,179,767 | $138,186 | 12/31/2023 | IEI | 1,179,767 | $138,186 | 12/31/2023 | LPL Financial LLC | 1,136,374 | $133,103 | 12/31/2023 | IEI | 1,136,374 | $133,103 | 12/31/2023 | BlackRock Inc. | 1,011,970 | $118,532 | 12/31/2023 | IEI | 1,011,970 | $118,532 | 12/31/2023 | Royal Bank of Canada | 649,953 | $76,129 | 12/31/2023 | IEI | 649,953 | $76,129 | 12/31/2023 | Huntington National Bank | 628,778 | $73,649 | 12/31/2023 | IEI | 628,778 | $73,649 | 12/31/2023 | Advisor Group Holdings Inc. | 542,413 | $63,539 | 12/31/2023 | IEI | 542,413 | $63,539 | 12/31/2023 | The PNC Financial Services Group Inc. | 494,705 | $57,945 | 12/31/2023 | IEI | 494,705 | $57,945 | 12/31/2023 | Evergreen Capital Management LLC | 472,485 | $55,342 | 12/31/2023 | IEI | 472,485 | $55,342 | 12/31/2023 | SNS Financial Group LLC | 471,115 | $55,182 | 12/31/2023 | IEI | 471,115 | $55,182 | 12/31/2023 | Facet Wealth Inc. | 470,491 | $54,742 | 12/31/2023 | IEI | 470,491 | $54,742 | 12/31/2023 | M&T Bank Corp | 461,938 | $54,107 | 12/31/2023 | IEI | 461,938 | $54,107 | 12/31/2023 | Victory Capital Management Inc. | 459,944 | $53,873 | 12/31/2023 | IEI | 459,944 | $53,873 | 12/31/2023 | Cantor Fitzgerald Investment Adviser L.P. | 410,746 | $48,111 | 12/31/2023 | IEI | 410,746 | $48,111 | 12/31/2023 | Keybank National Association OH | 405,915 | $47,545 | 12/31/2023 | IEI | 405,915 | $47,545 | 12/31/2023 | Buckingham Strategic Wealth LLC | 403,006 | $47,204 | 12/31/2023 | IEI | 403,006 | $47,204 | 12/31/2023 | Hilton Capital Management LLC | 379,850 | $44,492 | 12/31/2023 | IEI | 379,850 | $44,492 | 12/31/2023 | Strategic Point Investment Advisors LLC | 375,589 | $43,993 | 12/31/2023 | IEI | 375,589 | $43,993 | 12/31/2023 | Anchor Capital Advisors LLC | 368,038 | $43,108 | 12/31/2023 | IEI | 368,038 | $43,108 | 12/31/2023 | Banco Santander S.A. | 366,632 | $42,944 | 12/31/2023 | IEI | 366,632 | $42,944 | 12/31/2023 | National Bank of Canada FI | 365,207 | $42,652 | 12/31/2023 | IEI | 365,207 | $42,652 | 12/31/2023 | AE Wealth Management LLC | 342,488 | $39,896 | 12/31/2023 | IEI | 342,488 | $39,896 | 12/31/2023 | Marks Wealth LLC | 309,172 | $36,213 | 12/31/2023 | IEI | 309,172 | $36,213 | 12/31/2023 | Buckingham Capital Management Inc. | 305,590 | $35,390 | 03/31/2024 | IEI | 305,590 | $35,390 | 03/31/2024 | Jefferies Financial Group Inc. | 295,550 | $34,618 | 12/31/2023 | IEI | 295,550 | $34,618 | 12/31/2023 | Armstrong Advisory Group Inc. | 283,123 | $33,162 | 03/31/2024 | IEI | 283,123 | $33,162 | 03/31/2024 | Hsbc Holdings PLC | 280,008 | $32,797 | 12/31/2023 | IEI | 280,008 | $32,797 | 12/31/2023 | Susquehanna International Group LLP | | $31,856 | 12/31/2023 | Call | 320,900 | $37,587 | 12/31/2023 | Put | 67,900 | $7,953 | 12/31/2023 | IEI | 18,968 | $2,222 | 12/31/2023 | Clarity Financial LLC | 260,637 | $30,184 | 03/31/2024 | IEI | 260,637 | $30,184 | 03/31/2024 |
See All: Funds Holding IEI
See Details: Top 10 Hedge Funds Holding IEI
Also See: IEI Holdings Changes
|
|