HoldingsChannel.com
Funds Holding IAT

On this page, we present all of the funds holding IAT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IAT, with a link to that fund's top holdings. The next columns indicate the amount of IAT stock held by each of the funds holding IAT, followed by the IAT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 173 funds holding IAT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding IAT), click the fund name in the "Holder" column of the funds-holding-IAT table below.

HolderAmountPosition Size
($ in 1000's)		 As of
Morgan Stanley649,972$27,195 12/31/2023
     IAT649,972$27,195 12/31/2023
Bank of America Corp DE604,724$25,302 12/31/2023
     IAT604,724$25,302 12/31/2023
Royal Bank of Canada395,816$16,561 12/31/2023
     IAT395,816$16,561 12/31/2023
Northwestern Mutual Wealth Management Co.388,985$16,275 12/31/2023
     IAT388,985$16,275 12/31/2023
US Bancorp DE382,388$15,999 12/31/2023
     IAT382,388$15,999 12/31/2023
Wells Fargo & Company MN343,389$14,367 12/31/2023
     IAT343,389$14,367 12/31/2023
Truist Financial Corp298,938$12,508 12/31/2023
     IAT298,938$12,508 12/31/2023
LPL Financial LLC255,059$10,672 12/31/2023
     IAT255,059$10,672 12/31/2023
JPMorgan Chase & Co.231,569$9,689 12/31/2023
     IAT231,569$9,689 12/31/2023
Envestnet Asset Management Inc.198,709$8,314 12/31/2023
     IAT198,709$8,314 12/31/2023
Raymond James Financial Services Advisors Inc.187,846$8,149 03/31/2024
     IAT187,846$8,149 03/31/2024
Ameriprise Financial Inc.182,877$7,637 12/31/2023
     IAT182,877$7,637 12/31/2023
BNP Paribas Arbitrage SA149,022$6,235 12/31/2023
     IAT149,022$6,235 12/31/2023
Commonwealth Equity Services LLC140,412$5,875 12/31/2023
     IAT140,412$5,875 12/31/2023
Goldman Sachs Group Inc.111,718$4,674 12/31/2023
     IAT111,718$4,674 12/31/2023
Abundance Wealth Counselors99,312$4,308 03/31/2024
     IAT99,312$4,308 03/31/2024
UBS Group AG87,697$3,669 12/31/2023
     IAT87,697$3,669 12/31/2023
Crestwood Advisors Group LLC82,819$3,465 12/31/2023
     IAT82,819$3,465 12/31/2023
Advisor Group Holdings Inc.71,855$3,005 12/31/2023
     IAT71,855$3,005 12/31/2023
Susquehanna International Group LLP $2,893 12/31/2023
     Call63,000$2,636 12/31/2023
     IAT35,042$1,466 12/31/2023
     Put28,900$1,209 12/31/2023
CX Institutional62,862$2,727 03/31/2024
     IAT62,862$2,727 03/31/2024
Steward Partners Investment Advisory LLC65,108$2,724 12/31/2023
     IAT65,108$2,724 12/31/2023
Martin & Co. Inc. TN65,033$2,721 12/31/2023
     IAT65,033$2,721 12/31/2023
Money Concepts Capital Corp51,037$2,135 12/31/2023
     IAT51,037$2,135 12/31/2023
Edge Capital Group LLC50,430$2,110 12/31/2023
     IAT50,430$2,110 12/31/2023
KCM Investment Advisors LLC47,454$1,985 12/31/2023
     IAT47,454$1,985 12/31/2023
Stephens Inc. AR46,399$1,941 12/31/2023
     IAT46,399$1,941 12/31/2023
Cambridge Investment Research Advisors Inc.41,983$1,821 03/31/2024
     IAT41,983$1,821 03/31/2024
Aveo Capital Partners LLC42,193$1,765 12/31/2023
     IAT42,193$1,765 12/31/2023
National Asset Management Inc.40,292$1,686 12/31/2023
     IAT40,292$1,686 12/31/2023
Wealth Enhancement Advisory Services LLC38,547$1,672 03/31/2024
     IAT38,547$1,672 03/31/2024
Carret Asset Management LLC38,085$1,652 03/31/2024
     IAT38,085$1,652 03/31/2024
Raymond James & Associates32,968$1,430 03/31/2024
     IAT32,968$1,430 03/31/2024
Family Firm Inc.33,048$1,383 12/31/2023
     IAT33,048$1,383 12/31/2023
Baird Financial Group Inc.31,171$1,304 12/31/2023
     IAT31,171$1,304 12/31/2023
Kingsview Wealth Management LLC31,166$1,304 12/31/2023
     IAT31,166$1,304 12/31/2023
MidWestOne Financial Group Inc.30,038$1,257 12/31/2023
     IAT30,038$1,257 12/31/2023
Dentgroup LLC27,168$1,179 03/31/2024
     IAT27,168$1,179 03/31/2024
Creative Planning24,855$1,040 12/31/2023
     IAT24,855$1,040 12/31/2023
Atria Wealth Solutions Inc.23,472$982 12/31/2023
     IAT23,472$982 12/31/2023
Janney Montgomery Scott LLC22,937$960 12/31/2023
     IAT22,937$960 12/31/2023
Citadel Advisors LLC $918 12/31/2023
     IAT51,333$2,148 12/31/2023
     Put45,300$1,895 12/31/2023
     Call15,900$665 12/31/2023
Colony Group LLC21,423$896 12/31/2023
     IAT21,423$896 12/31/2023
Augustine Asset Management Inc.20,000$837 12/31/2023
     IAT20,000$837 12/31/2023
Dakota Wealth Management18,484$802 03/31/2024
     IAT18,484$802 03/31/2024
Sweet Financial Partners LLC16,315$708 03/31/2024
     IAT16,315$708 03/31/2024
Cetera Advisors LLC16,929$708 12/31/2023
     IAT16,929$708 12/31/2023
HighTower Advisors LLC16,209$678 12/31/2023
     IAT16,209$678 12/31/2023
Rockefeller Capital Management L.P.15,951$667 12/31/2023
     IAT15,951$667 12/31/2023
Transcend Wealth Collective LLC14,604$611 12/31/2023
     IAT14,604$611 12/31/2023
Thrivent Financial for Lutherans14,411$603 12/31/2023
     IAT14,411$603 12/31/2023
Jane Street Group LLC14,207$594 12/31/2023
     IAT14,207$594 12/31/2023
Bank of Montreal Can13,273$567 12/31/2023
     IAT13,273$567 12/31/2023
Wealth Management Partners LLC12,875$559 03/31/2024
     IAT12,875$559 03/31/2024
Aspen Wealth Strategies LLC13,088$548 12/31/2023
     IAT13,088$548 12/31/2023
CoreCap Advisors LLC12,793$535 12/31/2023
     IAT12,793$535 12/31/2023
North Star Investment Management Corp.12,680$531 12/31/2023
     IAT12,680$531 12/31/2023
D. E. Shaw & Co. Inc.12,100$506 12/31/2023
     IAT12,100$506 12/31/2023
Stifel Financial Corp12,038$504 12/31/2023
     IAT12,038$504 12/31/2023
Hilltop Holdings Inc.11,226$470 12/31/2023
     IAT11,226$470 12/31/2023
Moneta Group Investment Advisors LLC10,893$456 12/31/2023
     IAT10,893$456 12/31/2023
Wedbush Securities Inc.10,325$432 12/31/2023
     IAT10,325$432 12/31/2023
GWM Advisors LLC10,076$422 12/31/2023
     IAT10,076$422 12/31/2023
Apollon Wealth Management LLC10,002$418 12/31/2023
     IAT10,002$418 12/31/2023
Patten & Patten Inc. TN9,885$414 12/31/2023
     IAT9,885$414 12/31/2023
Sage Financial Group Inc.9,643$403 12/31/2023
     IAT9,643$403 12/31/2023
SILVER OAK SECURITIES Inc9,389$393 12/31/2023
     IAT9,389$393 12/31/2023
Cetera Investment Advisers9,217$386 12/31/2023
     IAT9,217$386 12/31/2023
Millennium Management LLC8,824$369 12/31/2023
     IAT8,824$369 12/31/2023
Synovus Financial Corp8,736$366 12/31/2023
     IAT8,736$366 12/31/2023
Oppenheimer & Co. Inc.8,496$355 12/31/2023
     IAT8,496$355 12/31/2023
Viewpoint Capital Management LLC7,992$347 03/31/2024
     IAT7,992$347 03/31/2024
Cetera Advisor Networks LLC8,104$339 12/31/2023
     IAT8,104$339 12/31/2023
Jones Financial Companies Lllp7,805$327 12/31/2023
     IAT7,805$327 12/31/2023
Kuhn & Co Investment Counsel7,586$317 12/31/2023
     IAT7,586$317 12/31/2023
High Net Worth Advisory Group LLC7,140$310 03/31/2024
     IAT7,140$310 03/31/2024
Neville Rodie & Shaw Inc.6,975$303 03/31/2024
     IAT6,975$303 03/31/2024
Stonehage Fleming Financial Services Holdings Ltd6,917$289 12/31/2023
     IAT6,917$289 12/31/2023
Comerica Bank6,820$285 12/31/2023
     IAT6,820$285 12/31/2023
National Bank of Canada FI6,499$275 12/31/2023
     IAT6,499$275 12/31/2023
Cape Cod Five Cents Savings Bank6,212$260 12/31/2023
     IAT6,212$260 12/31/2023
Mariner LLC6,063$254 12/31/2023
     IAT6,063$254 12/31/2023
Captrust Financial Advisors6,017$252 12/31/2023
     IAT6,017$252 12/31/2023
Lakeview Capital Partners LLC6,011$252 12/31/2023
     IAT6,011$252 12/31/2023
Western Wealth Management LLC6,021$252 12/31/2023
     IAT6,021$252 12/31/2023
SOL Capital Management CO5,700$247 03/31/2024
     IAT5,700$247 03/31/2024
Breakwater Capital Group5,627$244 03/31/2024
     IAT5,627$244 03/31/2024
Simplex Trading LLC5,664$236 12/31/2023
     IAT5,664$236 12/31/2023
Snowden Capital Advisors LLC5,454$228 12/31/2023
     IAT5,454$228 12/31/2023
SOA Wealth Advisors LLC.5,242$227 03/31/2024
     IAT5,242$227 03/31/2024
First Horizon Advisors Inc.5,387$225 12/31/2023
     IAT5,387$225 12/31/2023
Joel Isaacson & Co. LLC5,357$224 12/31/2023
     IAT5,357$224 12/31/2023
Beacon Pointe Advisors LLC5,335$223 12/31/2023
     IAT5,335$223 12/31/2023
Creative Financial Designs Inc. ADV5,260$220 12/31/2023
     IAT5,260$220 12/31/2023
Pettyjohn Wood & White Inc.5,210$218 12/31/2023
     IAT5,210$218 12/31/2023
Private Advisor Group LLC5,170$216 12/31/2023
     IAT5,170$216 12/31/2023
Game Plan Financial Advisors LLC4,950$215 03/31/2024
     IAT4,950$215 03/31/2024
TRUE Private Wealth Advisors5,066$212 12/31/2023
     IAT5,066$212 12/31/2023
Chicago Partners Investment Group LLC4,977$209 12/31/2023
     IAT4,977$209 12/31/2023
One Capital Management LLC4,941$207 12/31/2023
     IAT4,941$207 12/31/2023
Etfidea LLC4,926$206 12/31/2023
     IAT4,926$206 12/31/2023
Larson Financial Group LLC4,811$201 12/31/2023
     IAT4,811$201 12/31/2023
Spectrum Wealth Counsel LLC4,358$182 12/31/2023
     IAT4,358$182 12/31/2023
Winthrop Capital Management LLC4,271$179 12/31/2023
     IAT4,271$179 12/31/2023
HHM Wealth Advisors LLC4,085$171 12/31/2023
     IAT4,085$171 12/31/2023
Global Retirement Partners LLC3,751$163 03/31/2024
     IAT3,751$163 03/31/2024
The PNC Financial Services Group Inc.3,861$162 12/31/2023
     IAT3,861$162 12/31/2023
Woodmont Investment Counsel LLC3,500$152 03/31/2024
     IAT3,500$152 03/31/2024
First Manhattan Co.3,275$137 12/31/2023
     IAT3,275$137 12/31/2023
Pinnacle Financial Partners Inc.3,147$132 12/31/2023
     IAT3,147$132 12/31/2023
EP Wealth Advisors LLC3,100$130 12/31/2023
     IAT3,100$130 12/31/2023
Capital Investment Advisory Services LLC3,047$127 12/31/2023
     IAT3,047$127 12/31/2023
Bare Financial Services Inc3,026$127 12/31/2023
     IAT3,026$127 12/31/2023
Financial Freedom LLC2,888$125 03/31/2024
     IAT2,888$125 03/31/2024
Tower Research Capital LLC TRC 2,643$111 12/31/2023
     IAT2,643$111 12/31/2023
CWM LLC2,458$107 03/31/2024
     IAT2,458$107 03/31/2024
Cardiff Park Advisors LLC2,292$96 12/31/2023
     IAT2,292$96 12/31/2023
Benjamin F. Edwards & Company Inc.2,279$95 12/31/2023
     IAT2,279$95 12/31/2023
Luken Investment Analytics LLC1,750$76 03/31/2024
     IAT1,750$76 03/31/2024
NBC Securities Inc.1,744$75 03/31/2024
     IAT1,744$75 03/31/2024
AdvisorNet Financial Inc1,675$73 03/31/2024
     IAT1,675$73 03/31/2024
Blair William & Co. IL1,704$71 12/31/2023
     IAT1,704$71 12/31/2023
AlphaMark Advisors LLC1,625$70 03/31/2024
     IAT1,625$70 03/31/2024
Principal Securities Inc.1,581$66 12/31/2023
     IAT1,581$66 12/31/2023
Householder Group Estate & Retirement Specialist LLC1,595$66 12/31/2023
     IAT1,595$66 12/31/2023
Toth Financial Advisory Corp1,280$56 03/31/2024
     IAT1,280$56 03/31/2024
MGB Wealth Management LLC1,350$56 12/31/2023
     IAT1,350$56 12/31/2023
Transcendent Capital Group LLC1,322$55 03/31/2024
     IAT1,322$55 03/31/2024
City State Bank1,150$50 03/31/2024
     IAT1,150$50 03/31/2024
Advisory Services Network LLC1,168$49 12/31/2023
     IAT1,168$49 12/31/2023
Clearstead Advisors LLC1,108$46 12/31/2023
     IAT1,108$46 12/31/2023
Barrett & Company Inc.1,043$45 03/31/2024
     IAT1,043$45 03/31/2024
Parallel Advisors LLC1,057$44 12/31/2023
     IAT1,057$44 12/31/2023
First PREMIER Bank940$41 03/31/2024
     IAT940$41 03/31/2024
Private Trust Co. NA840$36 03/31/2024
     IAT840$36 03/31/2024
GTS Securities LLC $32 12/31/2023
     Put14,500$607 12/31/2023
     Call9,500$397 12/31/2023
     IAT5,779$242 12/31/2023
Arrow Financial Corp735$31 12/31/2023
     IAT735$31 12/31/2023
Harbour Investments Inc.750$31 12/31/2023
     IAT750$31 12/31/2023
IFP Advisors Inc735$31 12/31/2023
     IAT735$31 12/31/2023
Sandy Spring Bank708$30 12/31/2023
     IAT708$30 12/31/2023
Planned Solutions Inc.711$30 12/31/2023
     IAT711$30 12/31/2023
Bartlett & Co. LLC663$28 12/31/2023
     IAT663$28 12/31/2023
Bartlett & CO. Wealth Management LLC663$28 12/31/2023
     IAT663$28 12/31/2023
Fifth Third Bancorp623$27 03/31/2024
     IAT623$27 03/31/2024
Resurgent Financial Advisors LLC580$24 12/31/2023
     IAT580$24 12/31/2023
OLD Second National Bank of Aurora553$23 12/31/2023
     IAT553$23 12/31/2023
Geneos Wealth Management Inc.526$22 12/31/2023
     IAT526$22 12/31/2023
Founders Financial Alliance LLC517$22 12/31/2023
     IAT517$22 12/31/2023
Quent Capital LLC445$19 12/31/2023
     IAT445$19 12/31/2023
Rockbridge Investment Management LCC395$17 12/31/2023
     IAT395$17 12/31/2023
Sunbelt Securities Inc.350$15 03/31/2024
     IAT350$15 03/31/2024
Burkett Financial Services LLC339$15 03/31/2024
     IAT339$15 03/31/2024
Baystate Wealth Management LLC368$15 12/31/2023
     IAT368$15 12/31/2023
Bogart Wealth LLC351$15 12/31/2023
     IAT351$15 12/31/2023
SRS Capital Advisors Inc.255$11 12/31/2023
     IAT255$11 12/31/2023
Citigroup Inc.198$8 12/31/2023
     IAT198$8 12/31/2023
Scarborough Advisors LLC191$8 12/31/2023
     IAT191$8 12/31/2023
Beaird Harris Wealth Management LLC199$8 12/31/2023
     IAT199$8 12/31/2023
Spire Wealth Management167$7 03/31/2024
     IAT167$7 03/31/2024
Asset Dedication LLC147$6 03/31/2024
     IAT147$6 03/31/2024
Cutler Group LP $4 03/31/2024
     IAT100$4 03/31/2024
     Put600$0 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC96$4 12/31/2023
     IAT96$4 12/31/2023
Bellevue Asset Management LLC102$4 12/31/2023
     IAT102$4 12/31/2023
Angeles Wealth Management LLC100$4 12/31/2023
     IAT100$4 12/31/2023
Atlantic Edge Private Wealth Management LLC95$4 12/31/2023
     IAT95$4 12/31/2023
Key Financial Inc78$3 12/31/2023
     IAT78$3 12/31/2023
FMR LLC47$2 12/31/2023
     IAT47$2 12/31/2023
Logan Capital Management Inc.36$2 12/31/2023
     IAT36$2 12/31/2023
O Shaughnessy Asset Management LLC48$2 12/31/2023
     IAT48$2 12/31/2023
Hazlett Burt & Watson Inc.25$1 12/31/2023
     IAT25$1 12/31/2023
Allworth Financial LP27$1 12/31/2023
     IAT27$1 12/31/2023
Prestige Wealth Management Group LLC16$1 12/31/2023
     IAT16$1 12/31/2023
Farmers & Merchants Investments Inc.9$0 03/31/2024
     IAT9$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     IAT0$0 12/31/2023

See Summary: Institutional Holders of IAT
See Details: Top 10 Hedge Funds Holding IAT
Also See: IAT Holdings Changes

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