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 64 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 Inspire Advisors LLC. For more details on the positions held by Inspire 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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Inspire Advisors LLC | 2,756,663 | $65,030 | 12/31/2023 |
IBD | 2,756,663 | $65,030 | 12/31/2023 |
Ambassador Advisors LLC | 1,412,298 | $33,514 | 12/31/2023 |
IBD | 1,412,298 | $33,514 | 12/31/2023 |
Change Path LLC | 632,842 | $14,929 | 12/31/2023 |
IBD | 632,842 | $14,929 | 12/31/2023 |
CWM Advisors LLC | 632,560 | $14,922 | 12/31/2023 |
IBD | 632,560 | $14,922 | 12/31/2023 |
PAX Financial Group LLC | 559,625 | $13,140 | 12/31/2023 |
IBD | 559,625 | $13,140 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 455,283 | $10,740 | 12/31/2023 |
IBD | 455,283 | $10,740 | 12/31/2023 |
Advisor Group Holdings Inc. | 238,269 | $5,621 | 12/31/2023 |
IBD | 238,269 | $5,621 | 12/31/2023 |
LVZ Advisors Inc. | 174,725 | $4,103 | 03/31/2024 |
IBD | 174,725 | $4,103 | 03/31/2024 |
Envestnet Asset Management Inc. | 139,803 | $3,298 | 12/31/2023 |
IBD | 139,803 | $3,298 | 12/31/2023 |
Legacy Wealth Asset Management LLC | 128,422 | $3,015 | 03/31/2024 |
IBD | 128,422 | $3,015 | 03/31/2024 |
Jane Street Group LLC | 127,697 | $3,012 | 12/31/2023 |
IBD | 127,697 | $3,012 | 12/31/2023 |
Bare Financial Services Inc | 122,493 | $2,890 | 12/31/2023 |
IBD | 122,493 | $2,890 | 12/31/2023 |
WorthPointe LLC | 110,136 | $2,598 | 12/31/2023 |
IBD | 110,136 | $2,598 | 12/31/2023 |
LPL Financial LLC | 103,067 | $2,431 | 12/31/2023 |
IBD | 103,067 | $2,431 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 92,673 | $2,186 | 12/31/2023 |
IBD | 92,673 | $2,186 | 12/31/2023 |
Keel Point LLC | 79,627 | $1,870 | 03/31/2024 |
IBD | 79,627 | $1,870 | 03/31/2024 |
Belpointe Asset Management LLC | 69,584 | $1,641 | 12/31/2023 |
IBD | 69,584 | $1,641 | 12/31/2023 |
Range Financial Group LLC | 68,766 | $1,615 | 03/31/2024 |
IBD | 68,766 | $1,615 | 03/31/2024 |
AlphaStar Capital Management LLC | 62,774 | $1,481 | 12/31/2023 |
IBD | 62,774 | $1,481 | 12/31/2023 |
Vicus Capital | 58,176 | $1,366 | 03/31/2024 |
IBD | 58,176 | $1,366 | 03/31/2024 |
Paradiem LLC | 57,716 | $1,355 | 03/31/2024 |
IBD | 57,716 | $1,355 | 03/31/2024 |
Trust Point Inc. | 53,787 | $1,263 | 03/31/2024 |
IBD | 53,787 | $1,263 | 03/31/2024 |
Susquehanna International Group LLP | 47,557 | $1,122 | 12/31/2023 |
IBD | 47,557 | $1,122 | 12/31/2023 |
Astoria Portfolio Advisors LLC. | 47,219 | $1,090 | 03/31/2024 |
IBD | 47,219 | $1,090 | 03/31/2024 |
Cetera Investment Advisers | 45,651 | $1,077 | 12/31/2023 |
IBD | 45,651 | $1,077 | 12/31/2023 |
Atria Wealth Solutions Inc. | 44,060 | $1,039 | 12/31/2023 |
IBD | 44,060 | $1,039 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 41,842 | $982 | 03/31/2024 |
IBD | 41,842 | $982 | 03/31/2024 |
Sawtooth Solutions LLC | 36,525 | $862 | 12/31/2023 |
IBD | 36,525 | $862 | 12/31/2023 |
Commonwealth Equity Services LLC | 35,614 | $840 | 12/31/2023 |
IBD | 35,614 | $840 | 12/31/2023 |
Citadel Advisors LLC | 32,480 | $766 | 12/31/2023 |
IBD | 32,480 | $766 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 26,774 | $629 | 03/31/2024 |
IBD | 26,774 | $629 | 03/31/2024 |
OneAscent Financial Services LLC | 24,375 | $572 | 03/31/2024 |
IBD | 24,375 | $572 | 03/31/2024 |
McElhenny Sheffield Capital Management LLC | 23,762 | $558 | 03/31/2024 |
IBD | 23,762 | $558 | 03/31/2024 |
Merit Financial Group LLC | 23,153 | $546 | 12/31/2023 |
IBD | 23,153 | $546 | 12/31/2023 |
LaSalle St. Investment Advisors LLC | 21,976 | $518 | 12/31/2023 |
IBD | 21,976 | $518 | 12/31/2023 |
Financial Advocates Investment Management | 21,719 | $512 | 12/31/2023 |
IBD | 21,719 | $512 | 12/31/2023 |
Avantax Advisory Services Inc. | 21,095 | $498 | 12/31/2023 |
IBD | 21,095 | $498 | 12/31/2023 |
Cyndeo Wealth Partners LLC | 20,369 | $478 | 03/31/2024 |
IBD | 20,369 | $478 | 03/31/2024 |
Hobbs Group Advisors LLC | 16,289 | $384 | 12/31/2023 |
IBD | 16,289 | $384 | 12/31/2023 |
MML Investors Services LLC | 15,859 | $374 | 12/31/2023 |
IBD | 15,859 | $374 | 12/31/2023 |
Advisory Alpha LLC | 15,248 | $360 | 12/31/2023 |
IBD | 15,248 | $360 | 12/31/2023 |
LifeGuide Financial Advisors LLC | 15,133 | $355 | 03/31/2024 |
IBD | 15,133 | $355 | 03/31/2024 |
CWM LLC | 13,066 | $307 | 03/31/2024 |
IBD | 13,066 | $307 | 03/31/2024 |
TrueWealth Advisors LLC | 12,681 | $298 | 03/31/2024 |
IBD | 12,681 | $298 | 03/31/2024 |
Strategic Blueprint LLC | 11,752 | $276 | 03/31/2024 |
IBD | 11,752 | $276 | 03/31/2024 |
EverSource Wealth Advisors LLC | 11,146 | $263 | 12/31/2023 |
IBD | 11,146 | $263 | 12/31/2023 |
StoneX Group Inc. | 10,835 | $256 | 12/31/2023 |
IBD | 10,835 | $256 | 12/31/2023 |
Ronald Blue Trust Inc. | 11,219 | $254 | 12/31/2023 |
IBD | 11,219 | $254 | 12/31/2023 |
Allen Capital Group LLC | 9,951 | $234 | 03/31/2024 |
IBD | 9,951 | $234 | 03/31/2024 |
Royal Bank of Canada | 9,361 | $220 | 12/31/2023 |
IBD | 9,361 | $220 | 12/31/2023 |
AE Wealth Management LLC | 9,354 | $219 | 12/31/2023 |
IBD | 9,354 | $219 | 12/31/2023 |
Gradient Investments LLC | 7,927 | $186 | 03/31/2024 |
IBD | 7,927 | $186 | 03/31/2024 |
Advisory Services Network LLC | 4,736 | $112 | 12/31/2023 |
IBD | 4,736 | $112 | 12/31/2023 |
JPMorgan Chase & Co. | 2,529 | $60 | 12/31/2023 |
IBD | 2,529 | $60 | 12/31/2023 |
Harbour Investments Inc. | 1,978 | $47 | 12/31/2023 |
IBD | 1,978 | $47 | 12/31/2023 |
Proequities Inc. | 1,690 | $40 | 12/31/2023 |
IBD | 1,690 | $40 | 12/31/2023 |
Ameritas Investment Partners Inc. | 1,283 | $30 | 12/31/2023 |
IBD | 1,283 | $30 | 12/31/2023 |
Principal Securities Inc. | 808 | $19 | 12/31/2023 |
IBD | 808 | $19 | 12/31/2023 |
NBC Securities Inc. | 676 | $15 | 03/31/2024 |
IBD | 676 | $15 | 03/31/2024 |
Values First Advisors Inc. | 593 | $14 | 03/31/2024 |
IBD | 593 | $14 | 03/31/2024 |
Smartleaf Asset Management LLC | 203 | $5 | 12/31/2023 |
IBD | 203 | $5 | 12/31/2023 |
Clarity Asset Management Inc. | 149 | $4 | 12/31/2023 |
IBD | 149 | $4 | 12/31/2023 |
Horizon Investments LLC | 74 | $2 | 12/31/2023 |
IBD | 74 | $2 | 12/31/2023 |
Oliver Lagore Vanvalin Investment Group | 103 | $2 | 12/31/2023 |
IBD | 103 | $2 | 12/31/2023 |
Wells Fargo & Company MN | 0 | $0 | 12/31/2023 |
IBD | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IBD
See Details: Top 10 Hedge Funds Holding IBD
Also See: IBD Holdings Changes
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