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IMTB — Performance
Institutional Holders of IMTB
HolderAmountPosition Size
($ in 1000's)		 As of
Mariner LLC809,450$35,207 12/31/2023
     IMTB809,450$35,207 12/31/2023
FinTrust Capital Advisors LLC540,372$23,503 12/31/2023
     IMTB540,372$23,503 12/31/2023
Destination Wealth Management352,151$15,317 12/31/2023
     IMTB352,151$15,317 12/31/2023
PFG Advisors148,211$6,446 12/31/2023
     IMTB148,211$6,446 12/31/2023
TAP Consulting LLC101,752$4,365 03/31/2024
     IMTB101,752$4,365 03/31/2024
Morgan Stanley82,191$3,575 12/31/2023
     IMTB82,191$3,575 12/31/2023
Phillips Financial Management LLC53,352$2,289 03/31/2024
     IMTB53,352$2,289 03/31/2024
Citadel Advisors LLC52,295$2,275 12/31/2023
     IMTB52,295$2,275 12/31/2023
Baird Financial Group Inc.49,139$2,137 12/31/2023
     IMTB49,139$2,137 12/31/2023
Bank of America Corp DE44,565$1,938 12/31/2023
     IMTB44,565$1,938 12/31/2023
LPL Financial LLC39,424$1,715 12/31/2023
     IMTB39,424$1,715 12/31/2023
Jane Street Group LLC38,724$1,684 12/31/2023
     IMTB38,724$1,684 12/31/2023
OLD Mission Capital LLC36,855$1,603 12/31/2023
     IMTB36,855$1,603 12/31/2023
UBS Group AG34,977$1,521 12/31/2023
     IMTB34,977$1,521 12/31/2023
Royal Bank of Canada12,149$529 12/31/2023
     IMTB12,149$529 12/31/2023
Wealth Enhancement Advisory Services LLC11,964$513 03/31/2024
     IMTB11,964$513 03/31/2024
Advisor Group Holdings Inc.10,375$452 12/31/2023
     IMTB10,375$452 12/31/2023
Spectrum Wealth Counsel LLC10,145$441 12/31/2023
     IMTB10,145$441 12/31/2023
Commonwealth Equity Services LLC8,937$389 12/31/2023
     IMTB8,937$389 12/31/2023
Envestnet Asset Management Inc.8,412$366 12/31/2023
     IMTB8,412$366 12/31/2023
Robertson Stephens Wealth Management LLC8,378$364 12/31/2023
     IMTB8,378$364 12/31/2023
Rice Partnership LLC7,656$333 12/31/2023
     IMTB7,656$333 12/31/2023
J.W. Cole Advisors Inc.6,549$285 12/31/2023
     IMTB6,549$285 12/31/2023
MML Investors Services LLC5,730$249 12/31/2023
     IMTB5,730$249 12/31/2023
JGP Wealth Management LLC5,756$247 03/31/2024
     IMTB5,756$247 03/31/2024
Bank of Montreal Can3,602$157 12/31/2023
     IMTB3,602$157 12/31/2023
Smartleaf Asset Management LLC2,490$108 12/31/2023
     IMTB2,490$108 12/31/2023
Blair William & Co. IL2,136$93 12/31/2023
     IMTB2,136$93 12/31/2023
Geneos Wealth Management Inc.1,940$84 12/31/2023
     IMTB1,940$84 12/31/2023
JPMorgan Chase & Co.1,022$44 12/31/2023
     IMTB1,022$44 12/31/2023
NBC Securities Inc.900$38 03/31/2024
     IMTB900$38 03/31/2024
Kopp Family Office LLC834$36 12/31/2023
     IMTB834$36 12/31/2023
Tyler Stone Wealth Management832$36 12/31/2023
     IMTB832$36 12/31/2023
Newbridge Financial Services Group Inc.744$32 03/31/2024
     IMTB744$32 03/31/2024
WealthShield Partners LLC555$24 12/31/2023
     IMTB555$24 12/31/2023
Archer Investment Corp515$22 12/31/2023
     IMTB515$22 12/31/2023
Signaturefd LLC319$14 12/31/2023
     IMTB319$14 12/31/2023
Advisory Services Network LLC283$12 12/31/2023
     IMTB283$12 12/31/2023
Private Trust Co. NA205$9 03/31/2024
     IMTB205$9 03/31/2024
Citigroup Inc.179$8 12/31/2023
     IMTB179$8 12/31/2023
CWM LLC108$5 03/31/2024
     IMTB108$5 03/31/2024
The PNC Financial Services Group Inc.117$5 12/31/2023
     IMTB117$5 12/31/2023
Mine & Arao Wealth Creation & Management LLC.61$3 12/31/2023
     IMTB61$3 12/31/2023
Harbour Investments Inc.45$2 12/31/2023
     IMTB45$2 12/31/2023
Able Wealth Management LLC57$2 12/31/2023
     IMTB57$2 12/31/2023
Wells Fargo & Company MN1$0 12/31/2023
     IMTB1$0 12/31/2023

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

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