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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 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.

HolderAmountPosition Size
($ in 1000's)
 As of
Inspire Advisors LLC2,756,663$65,030 12/31/2023
     IBD2,756,663$65,030 12/31/2023
Ambassador Advisors LLC1,412,298$33,514 12/31/2023
     IBD1,412,298$33,514 12/31/2023
Change Path LLC632,842$14,929 12/31/2023
     IBD632,842$14,929 12/31/2023
CWM Advisors LLC632,560$14,922 12/31/2023
     IBD632,560$14,922 12/31/2023
PAX Financial Group LLC559,625$13,140 12/31/2023
     IBD559,625$13,140 12/31/2023
Creative Financial Designs Inc. ADV455,283$10,740 12/31/2023
     IBD455,283$10,740 12/31/2023
Advisor Group Holdings Inc.238,269$5,621 12/31/2023
     IBD238,269$5,621 12/31/2023
LVZ Advisors Inc.174,725$4,103 03/31/2024
     IBD174,725$4,103 03/31/2024
Envestnet Asset Management Inc.139,803$3,298 12/31/2023
     IBD139,803$3,298 12/31/2023
Legacy Wealth Asset Management LLC128,422$3,015 03/31/2024
     IBD128,422$3,015 03/31/2024
Jane Street Group LLC127,697$3,012 12/31/2023
     IBD127,697$3,012 12/31/2023
Bare Financial Services Inc122,493$2,890 12/31/2023
     IBD122,493$2,890 12/31/2023
WorthPointe LLC110,136$2,598 12/31/2023
     IBD110,136$2,598 12/31/2023
LPL Financial LLC103,067$2,431 12/31/2023
     IBD103,067$2,431 12/31/2023
SILVER OAK SECURITIES Inc92,673$2,186 12/31/2023
     IBD92,673$2,186 12/31/2023
Keel Point LLC79,627$1,870 03/31/2024
     IBD79,627$1,870 03/31/2024
Belpointe Asset Management LLC69,584$1,641 12/31/2023
     IBD69,584$1,641 12/31/2023
Range Financial Group LLC68,766$1,615 03/31/2024
     IBD68,766$1,615 03/31/2024
AlphaStar Capital Management LLC62,774$1,481 12/31/2023
     IBD62,774$1,481 12/31/2023
Vicus Capital58,176$1,366 03/31/2024
     IBD58,176$1,366 03/31/2024
Paradiem LLC57,716$1,355 03/31/2024
     IBD57,716$1,355 03/31/2024
Trust Point Inc.53,787$1,263 03/31/2024
     IBD53,787$1,263 03/31/2024
Susquehanna International Group LLP47,557$1,122 12/31/2023
     IBD47,557$1,122 12/31/2023
Astoria Portfolio Advisors LLC.47,219$1,090 03/31/2024
     IBD47,219$1,090 03/31/2024
Cetera Investment Advisers45,651$1,077 12/31/2023
     IBD45,651$1,077 12/31/2023
Atria Wealth Solutions Inc.44,060$1,039 12/31/2023
     IBD44,060$1,039 12/31/2023
Raymond James Financial Services Advisors Inc.41,842$982 03/31/2024
     IBD41,842$982 03/31/2024
Sawtooth Solutions LLC36,525$862 12/31/2023
     IBD36,525$862 12/31/2023
Commonwealth Equity Services LLC35,614$840 12/31/2023
     IBD35,614$840 12/31/2023
Citadel Advisors LLC32,480$766 12/31/2023
     IBD32,480$766 12/31/2023
Cambridge Investment Research Advisors Inc.26,774$629 03/31/2024
     IBD26,774$629 03/31/2024
OneAscent Financial Services LLC24,375$572 03/31/2024
     IBD24,375$572 03/31/2024
McElhenny Sheffield Capital Management LLC23,762$558 03/31/2024
     IBD23,762$558 03/31/2024
Merit Financial Group LLC23,153$546 12/31/2023
     IBD23,153$546 12/31/2023
LaSalle St. Investment Advisors LLC21,976$518 12/31/2023
     IBD21,976$518 12/31/2023
Financial Advocates Investment Management21,719$512 12/31/2023
     IBD21,719$512 12/31/2023
Avantax Advisory Services Inc.21,095$498 12/31/2023
     IBD21,095$498 12/31/2023
Cyndeo Wealth Partners LLC20,369$478 03/31/2024
     IBD20,369$478 03/31/2024
Hobbs Group Advisors LLC16,289$384 12/31/2023
     IBD16,289$384 12/31/2023
MML Investors Services LLC15,859$374 12/31/2023
     IBD15,859$374 12/31/2023
Advisory Alpha LLC15,248$360 12/31/2023
     IBD15,248$360 12/31/2023
LifeGuide Financial Advisors LLC15,133$355 03/31/2024
     IBD15,133$355 03/31/2024
CWM LLC13,066$307 03/31/2024
     IBD13,066$307 03/31/2024
TrueWealth Advisors LLC12,681$298 03/31/2024
     IBD12,681$298 03/31/2024
Strategic Blueprint LLC11,752$276 03/31/2024
     IBD11,752$276 03/31/2024
EverSource Wealth Advisors LLC11,146$263 12/31/2023
     IBD11,146$263 12/31/2023
StoneX Group Inc.10,835$256 12/31/2023
     IBD10,835$256 12/31/2023
Ronald Blue Trust Inc.11,219$254 12/31/2023
     IBD11,219$254 12/31/2023
Allen Capital Group LLC9,951$234 03/31/2024
     IBD9,951$234 03/31/2024
Royal Bank of Canada9,361$220 12/31/2023
     IBD9,361$220 12/31/2023
AE Wealth Management LLC9,354$219 12/31/2023
     IBD9,354$219 12/31/2023
Gradient Investments LLC7,927$186 03/31/2024
     IBD7,927$186 03/31/2024
Advisory Services Network LLC4,736$112 12/31/2023
     IBD4,736$112 12/31/2023
JPMorgan Chase & Co.2,529$60 12/31/2023
     IBD2,529$60 12/31/2023
Harbour Investments Inc.1,978$47 12/31/2023
     IBD1,978$47 12/31/2023
Proequities Inc.1,690$40 12/31/2023
     IBD1,690$40 12/31/2023
Ameritas Investment Partners Inc.1,283$30 12/31/2023
     IBD1,283$30 12/31/2023
Principal Securities Inc.808$19 12/31/2023
     IBD808$19 12/31/2023
NBC Securities Inc.676$15 03/31/2024
     IBD676$15 03/31/2024
Values First Advisors Inc.593$14 03/31/2024
     IBD593$14 03/31/2024
Smartleaf Asset Management LLC203$5 12/31/2023
     IBD203$5 12/31/2023
Clarity Asset Management Inc.149$4 12/31/2023
     IBD149$4 12/31/2023
Horizon Investments LLC74$2 12/31/2023
     IBD74$2 12/31/2023
Oliver Lagore Vanvalin Investment Group103$2 12/31/2023
     IBD103$2 12/31/2023
Wells Fargo & Company MN0$0 12/31/2023
     IBD0$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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