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Funds Holding IBD

On this page, we present all of the funds holding IBD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IBD, with a link to that fund's top holdings. The next columns indicate the amount of IBD stock held by each of the funds holding IBD, followed by the IBD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 51 funds holding IBD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Ambassador Advisors LLC. For more details on the positions held by Ambassador Advisors LLC (or by any of the other funds holding IBD), click the fund name in the "Holder" column of the funds-holding-IBD table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Ambassador Advisors LLC3,295,306$74,573 09/30/2022
     IBD3,295,306$74,573 09/30/2022
Inspire Advisors LLC2,646,446$60,974 12/31/2022
     IBD2,646,446$60,974 12/31/2022
CWM Advisors LLC1,628,687$37,525 12/31/2022
     IBD1,628,687$37,525 12/31/2022
Change Path LLC740,471$16,757 09/30/2022
     IBD740,471$16,757 09/30/2022
Atria Investments LLC681,500$15,422 09/30/2022
     IBD681,500$15,422 09/30/2022
PAX Financial Group LLC381,652$8,637 09/30/2022
     IBD381,652$8,637 09/30/2022
Advisor Group Holdings Inc.286,634$6,487 09/30/2022
     IBD286,634$6,487 09/30/2022
Creative Financial Designs Inc. ADV204,843$4,636 09/30/2022
     IBD204,843$4,636 09/30/2022
Legacy Wealth Asset Management LLC133,083$3,012 09/30/2022
     IBD133,083$3,012 09/30/2022
Envestnet Asset Management Inc.127,718$2,890 09/30/2022
     IBD127,718$2,890 09/30/2022
Keel Point LLC99,768$2,299 12/31/2022
     IBD99,768$2,299 12/31/2022
Jane Street Group LLC100,077$2,265 09/30/2022
     IBD100,077$2,265 09/30/2022
LPL Financial LLC87,156$1,972 09/30/2022
     IBD87,156$1,972 09/30/2022
AlphaStar Capital Management LLC85,563$1,936 09/30/2022
     IBD85,563$1,936 09/30/2022
LVZ Advisors Inc.79,940$1,842 12/31/2022
     IBD79,940$1,842 12/31/2022
Values First Advisors Inc.67,888$1,564 12/31/2022
     IBD67,888$1,564 12/31/2022
Paradiem LLC59,846$1,379 12/31/2022
     IBD59,846$1,379 12/31/2022
Goldman Sachs Group Inc.52,447$1,187 09/30/2022
     IBD52,447$1,187 09/30/2022
Astoria Portfolio Advisors LLC.43,535$1,022 12/31/2022
     IBD43,535$1,022 12/31/2022
Atria Wealth Solutions Inc.37,241$844 09/30/2022
     IBD37,241$844 09/30/2022
Raymond James Financial Services Advisors Inc.35,079$794 09/30/2022
     IBD35,079$794 09/30/2022
Range Financial Group LLC28,178$649 12/31/2022
     IBD28,178$649 12/31/2022
Financial Advocates Investment Management27,137$614 09/30/2022
     IBD27,137$614 09/30/2022
Cetera Investment Advisers26,680$604 09/30/2022
     IBD26,680$604 09/30/2022
Avantax Advisory Services Inc.21,143$478 09/30/2022
     IBD21,143$478 09/30/2022
Royal Bank of Canada20,638$467 09/30/2022
     IBD20,638$467 09/30/2022
SILVER OAK SECURITIES Inc19,489$441 09/30/2022
     IBD19,489$441 09/30/2022
Cambridge Investment Research Advisors Inc.16,554$375 09/30/2022
     IBD16,554$375 09/30/2022
Commonwealth Equity Services LLC16,423$371 09/30/2022
     IBD16,423$371 09/30/2022
Merit Financial Group LLC15,018$346 12/31/2022
     IBD15,018$346 12/31/2022
Cyndeo Wealth Partners LLC14,319$330 12/31/2022
     IBD14,319$330 12/31/2022
AE Wealth Management LLC14,460$327 09/30/2022
     IBD14,460$327 09/30/2022
First Heartland Consultants Inc.14,130$326 12/31/2022
     IBD14,130$326 12/31/2022
Lincoln National Corp13,958$316 09/30/2022
     IBD13,958$316 09/30/2022
Citadel Advisors LLC11,499$260 09/30/2022
     IBD11,499$260 09/30/2022
McElhenny Sheffield Capital Management LLC10,985$253 12/31/2022
     IBD10,985$253 12/31/2022
Bailard Inc.10,431$236 09/30/2022
     IBD10,431$236 09/30/2022
MML Investors Services LLC9,670$219 09/30/2022
     IBD9,670$219 09/30/2022
TrueWealth Advisors LLC9,439$217 12/31/2022
     IBD9,439$217 12/31/2022
CWM LLC5,075$115 09/30/2022
     IBD5,075$115 09/30/2022
EverSource Wealth Advisors LLC4,037$91 09/30/2022
     IBD4,037$91 09/30/2022
UBS Group AG3,154$71 09/30/2022
     IBD3,154$71 09/30/2022
Absolute Capital Management LLC3,122$71 09/30/2022
     IBD3,122$71 09/30/2022
Morgan Stanley2,000$45 09/30/2022
     IBD2,000$45 09/30/2022
IFP Advisors Inc1,618$40 09/30/2022
     IBD1,618$40 09/30/2022
SevenOneSeven Capital Management770$18 09/30/2022
     IBD770$18 09/30/2022
James Investment Research Inc.629$14 12/31/2022
     IBD629$14 12/31/2022
Gradient Investments LLC459$11 12/31/2022
     IBD459$11 12/31/2022
Almanack Investment Partners LLC.188$4 09/30/2022
     IBD188$4 09/30/2022
Ameritas Investment Partners Inc.176$3 09/30/2022
     IBD176$3 09/30/2022
Proequities Inc.0$0 12/31/2022
     IBD0$0 12/31/2022
Wells Fargo & Company MN1$0 09/30/2022
     IBD1$0 09/30/2022

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

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