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Institutional Holders of IGEB

There is a long list of 87 institutional holders of IGEB 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 IGEB by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IGEB table below, the initial column indicates the name of each top institutional holder of IGEB, with a link to that fund's top holdings. The next columns indicate the amount of IGEB stock held by each of the institutional holders of IGEB, followed by the IGEB 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
Envestnet Asset Management Inc.1,095,639$49,572 12/31/2023
     IGEB1,095,639$49,572 12/31/2023
CWM LLC989,938$44,399 03/31/2024
     IGEB989,938$44,399 03/31/2024
Hennion & Walsh Asset Management Inc.740,203$33,198 03/31/2024
     IGEB740,203$33,198 03/31/2024
LPL Financial LLC561,406$25,401 12/31/2023
     IGEB561,406$25,401 12/31/2023
Waller Financial Planning Group Inc.473,950$21,257 03/31/2024
     IGEB473,950$21,257 03/31/2024
Bank of America Corp DE407,557$18,440 12/31/2023
     IGEB407,557$18,440 12/31/2023
Janney Montgomery Scott LLC394,339$17,686 03/31/2024
     IGEB394,339$17,686 03/31/2024
MML Investors Services LLC331,564$15,002 12/31/2023
     IGEB331,564$15,002 12/31/2023
Cambridge Investment Research Advisors Inc.319,758$14,341 03/31/2024
     IGEB319,758$14,341 03/31/2024
Resources Investment Advisors LLC.312,532$14,141 12/31/2023
     IGEB312,532$14,141 12/31/2023
Ameliora Wealth Management Ltd.284,232$12,748 03/31/2024
     IGEB284,232$12,748 03/31/2024
United Capital Financial Advisers LLC269,006$12,171 12/31/2023
     IGEB269,006$12,171 12/31/2023
Fundamentun LLC270,546$12,134 03/31/2024
     IGEB270,546$12,134 03/31/2024
Paragon Wealth Strategies LLC262,867$11,893 12/31/2023
     IGEB262,867$11,893 12/31/2023
Private Advisor Group LLC244,185$10,952 03/31/2024
     IGEB244,185$10,952 03/31/2024
Ameriprise Financial Inc.226,772$10,268 12/31/2023
     IGEB226,772$10,268 12/31/2023
McGlone Suttner Wealth Management Inc.215,481$9,664 03/31/2024
     IGEB215,481$9,664 03/31/2024
Betterment LLC202,055$9,143 12/31/2023
     IGEB202,055$9,143 12/31/2023
DORVAL Corp203,660$9,059 03/31/2024
     IGEB203,660$9,059 03/31/2024
Goldman Sachs Group Inc.116,746$5,282 12/31/2023
     IGEB116,746$5,282 12/31/2023
Stifel Financial Corp105,905$4,792 12/31/2023
     IGEB105,905$4,792 12/31/2023
Systelligence LLC92,189$4,135 03/31/2024
     IGEB92,189$4,135 03/31/2024
Bank of New York Mellon Corp89,958$4,035 03/31/2024
     IGEB89,958$4,035 03/31/2024
Susquehanna International Group LLP64,356$2,912 12/31/2023
     IGEB64,356$2,912 12/31/2023
RFG Advisory LLC61,964$2,779 03/31/2024
     IGEB61,964$2,779 03/31/2024
Tennessee Valley Asset Management Partners54,897$2,462 03/31/2024
     IGEB54,897$2,462 03/31/2024
Envestnet Portfolio Solutions Inc.48,339$2,187 12/31/2023
     IGEB48,339$2,187 12/31/2023
Cetera Investment Advisers45,484$2,058 12/31/2023
     IGEB45,484$2,058 12/31/2023
Commonwealth Equity Services LLC45,359$2,034 03/31/2024
     IGEB45,359$2,034 03/31/2024
Advisor Group Holdings Inc.42,848$1,939 12/31/2023
     IGEB42,848$1,939 12/31/2023
Buffington Mohr McNeal42,020$1,885 03/31/2024
     IGEB42,020$1,885 03/31/2024
Advisory Services Network LLC38,860$1,758 12/31/2023
     IGEB38,860$1,758 12/31/2023
Dohj LLC34,376$1,542 03/31/2024
     IGEB34,376$1,542 03/31/2024
Park Avenue Securities LLC32,452$1,455 03/31/2024
     IGEB32,452$1,455 03/31/2024
Altus Wealth Management LLC32,191$1,444 03/31/2024
     IGEB32,191$1,444 03/31/2024
OLD Mission Capital LLC27,648$1,251 12/31/2023
     IGEB27,648$1,251 12/31/2023
Jane Street Group LLC27,216$1,231 12/31/2023
     IGEB27,216$1,231 12/31/2023
BlackRock Inc.25,536$1,155 12/31/2023
     IGEB25,536$1,155 12/31/2023
CPA Asset Management LLC23,392$1,058 12/31/2023
     IGEB23,392$1,058 12/31/2023
Ascent Group LLC22,343$996 12/31/2023
     IGEB22,343$996 12/31/2023
Nwam LLC20,061$908 12/31/2023
     IGEB20,061$908 12/31/2023
Cetera Advisor Networks LLC19,423$879 12/31/2023
     IGEB19,423$879 12/31/2023
Prime Capital Investment Advisors LLC18,244$825 12/31/2023
     IGEB18,244$825 12/31/2023
Founders Financial Securities LLC17,924$804 03/31/2024
     IGEB17,924$804 03/31/2024
Lion Street Advisors LLC17,521$793 03/31/2024
     IGEB17,521$793 03/31/2024
GWM Advisors LLC16,627$752 12/31/2023
     IGEB16,627$752 12/31/2023
Cetera Advisors LLC16,291$737 12/31/2023
     IGEB16,291$737 12/31/2023
Comprehensive Wealth Management LLC15,073$676 03/31/2024
     IGEB15,073$676 03/31/2024
Prudential Financial Inc.14,076$637 12/31/2023
     IGEB14,076$637 12/31/2023
Apollon Wealth Management LLC12,926$585 12/31/2023
     IGEB12,926$585 12/31/2023

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

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