HoldingsChannel.com
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.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Ambassador Advisors LLC | 3,295,306 | $74,573 | 09/30/2022 |
| IBD | 3,295,306 | $74,573 | 09/30/2022 |
| Inspire Advisors LLC | 2,646,446 | $60,974 | 12/31/2022 |
| IBD | 2,646,446 | $60,974 | 12/31/2022 |
| CWM Advisors LLC | 1,628,687 | $37,525 | 12/31/2022 |
| IBD | 1,628,687 | $37,525 | 12/31/2022 |
| Change Path LLC | 740,471 | $16,757 | 09/30/2022 |
| IBD | 740,471 | $16,757 | 09/30/2022 |
| Atria Investments LLC | 681,500 | $15,422 | 09/30/2022 |
| IBD | 681,500 | $15,422 | 09/30/2022 |
| PAX Financial Group LLC | 381,652 | $8,637 | 09/30/2022 |
| IBD | 381,652 | $8,637 | 09/30/2022 |
| Advisor Group Holdings Inc. | 286,634 | $6,487 | 09/30/2022 |
| IBD | 286,634 | $6,487 | 09/30/2022 |
| Creative Financial Designs Inc. ADV | 204,843 | $4,636 | 09/30/2022 |
| IBD | 204,843 | $4,636 | 09/30/2022 |
| Legacy Wealth Asset Management LLC | 133,083 | $3,012 | 09/30/2022 |
| IBD | 133,083 | $3,012 | 09/30/2022 |
| Envestnet Asset Management Inc. | 127,718 | $2,890 | 09/30/2022 |
| IBD | 127,718 | $2,890 | 09/30/2022 |
| Keel Point LLC | 99,768 | $2,299 | 12/31/2022 |
| IBD | 99,768 | $2,299 | 12/31/2022 |
| Jane Street Group LLC | 100,077 | $2,265 | 09/30/2022 |
| IBD | 100,077 | $2,265 | 09/30/2022 |
| LPL Financial LLC | 87,156 | $1,972 | 09/30/2022 |
| IBD | 87,156 | $1,972 | 09/30/2022 |
| AlphaStar Capital Management LLC | 85,563 | $1,936 | 09/30/2022 |
| IBD | 85,563 | $1,936 | 09/30/2022 |
| LVZ Advisors Inc. | 79,940 | $1,842 | 12/31/2022 |
| IBD | 79,940 | $1,842 | 12/31/2022 |
| Values First Advisors Inc. | 67,888 | $1,564 | 12/31/2022 |
| IBD | 67,888 | $1,564 | 12/31/2022 |
| Paradiem LLC | 59,846 | $1,379 | 12/31/2022 |
| IBD | 59,846 | $1,379 | 12/31/2022 |
| Goldman Sachs Group Inc. | 52,447 | $1,187 | 09/30/2022 |
| IBD | 52,447 | $1,187 | 09/30/2022 |
| Astoria Portfolio Advisors LLC. | 43,535 | $1,022 | 12/31/2022 |
| IBD | 43,535 | $1,022 | 12/31/2022 |
| Atria Wealth Solutions Inc. | 37,241 | $844 | 09/30/2022 |
| IBD | 37,241 | $844 | 09/30/2022 |
| Raymond James Financial Services Advisors Inc. | 35,079 | $794 | 09/30/2022 |
| IBD | 35,079 | $794 | 09/30/2022 |
| Range Financial Group LLC | 28,178 | $649 | 12/31/2022 |
| IBD | 28,178 | $649 | 12/31/2022 |
| Financial Advocates Investment Management | 27,137 | $614 | 09/30/2022 |
| IBD | 27,137 | $614 | 09/30/2022 |
| Cetera Investment Advisers | 26,680 | $604 | 09/30/2022 |
| IBD | 26,680 | $604 | 09/30/2022 |
| Avantax Advisory Services Inc. | 21,143 | $478 | 09/30/2022 |
| IBD | 21,143 | $478 | 09/30/2022 |
| Royal Bank of Canada | 20,638 | $467 | 09/30/2022 |
| IBD | 20,638 | $467 | 09/30/2022 |
| SILVER OAK SECURITIES Inc | 19,489 | $441 | 09/30/2022 |
| IBD | 19,489 | $441 | 09/30/2022 |
| Cambridge Investment Research Advisors Inc. | 16,554 | $375 | 09/30/2022 |
| IBD | 16,554 | $375 | 09/30/2022 |
| Commonwealth Equity Services LLC | 16,423 | $371 | 09/30/2022 |
| IBD | 16,423 | $371 | 09/30/2022 |
| Merit Financial Group LLC | 15,018 | $346 | 12/31/2022 |
| IBD | 15,018 | $346 | 12/31/2022 |
| Cyndeo Wealth Partners LLC | 14,319 | $330 | 12/31/2022 |
| IBD | 14,319 | $330 | 12/31/2022 |
| AE Wealth Management LLC | 14,460 | $327 | 09/30/2022 |
| IBD | 14,460 | $327 | 09/30/2022 |
| First Heartland Consultants Inc. | 14,130 | $326 | 12/31/2022 |
| IBD | 14,130 | $326 | 12/31/2022 |
| Lincoln National Corp | 13,958 | $316 | 09/30/2022 |
| IBD | 13,958 | $316 | 09/30/2022 |
| Citadel Advisors LLC | 11,499 | $260 | 09/30/2022 |
| IBD | 11,499 | $260 | 09/30/2022 |
| McElhenny Sheffield Capital Management LLC | 10,985 | $253 | 12/31/2022 |
| IBD | 10,985 | $253 | 12/31/2022 |
| Bailard Inc. | 10,431 | $236 | 09/30/2022 |
| IBD | 10,431 | $236 | 09/30/2022 |
| MML Investors Services LLC | 9,670 | $219 | 09/30/2022 |
| IBD | 9,670 | $219 | 09/30/2022 |
| TrueWealth Advisors LLC | 9,439 | $217 | 12/31/2022 |
| IBD | 9,439 | $217 | 12/31/2022 |
| CWM LLC | 5,075 | $115 | 09/30/2022 |
| IBD | 5,075 | $115 | 09/30/2022 |
| EverSource Wealth Advisors LLC | 4,037 | $91 | 09/30/2022 |
| IBD | 4,037 | $91 | 09/30/2022 |
| UBS Group AG | 3,154 | $71 | 09/30/2022 |
| IBD | 3,154 | $71 | 09/30/2022 |
| Absolute Capital Management LLC | 3,122 | $71 | 09/30/2022 |
| IBD | 3,122 | $71 | 09/30/2022 |
| Morgan Stanley | 2,000 | $45 | 09/30/2022 |
| IBD | 2,000 | $45 | 09/30/2022 |
| IFP Advisors Inc | 1,618 | $40 | 09/30/2022 |
| IBD | 1,618 | $40 | 09/30/2022 |
| SevenOneSeven Capital Management | 770 | $18 | 09/30/2022 |
| IBD | 770 | $18 | 09/30/2022 |
| James Investment Research Inc. | 629 | $14 | 12/31/2022 |
| IBD | 629 | $14 | 12/31/2022 |
| Gradient Investments LLC | 459 | $11 | 12/31/2022 |
| IBD | 459 | $11 | 12/31/2022 |
| Almanack Investment Partners LLC. | 188 | $4 | 09/30/2022 |
| IBD | 188 | $4 | 09/30/2022 |
| Ameritas Investment Partners Inc. | 176 | $3 | 09/30/2022 |
| IBD | 176 | $3 | 09/30/2022 |
| Proequities Inc. | 0 | $0 | 12/31/2022 |
| IBD | 0 | $0 | 12/31/2022 |
| Wells Fargo & Company MN | 1 | $0 | 09/30/2022 |
| IBD | 1 | $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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