HoldingsChannel.com
Funds Holding IBDM
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE2,564,234$63,927 06/30/2019
     IBDM2,564,234$63,927 06/30/2019
UBS Group AG2,055,855$51,252 06/30/2019
     IBDM2,055,855$51,252 06/30/2019
Morgan Stanley1,825,318$45,505 06/30/2019
     IBDM1,825,318$45,505 06/30/2019
Capital Advisors Inc. OK1,595,088$39,766 06/30/2019
     IBDM1,595,088$39,766 06/30/2019
Wells Fargo & Company MN1,096,111$27,326 06/30/2019
     IBDM1,096,111$27,326 06/30/2019
BerganKDV Wealth Management LLC1,017,786$25,373 06/30/2019
     IBDM1,017,786$25,373 06/30/2019
HighTower Advisors LLC999,564$24,930 06/30/2019
     IBDM999,564$24,930 06/30/2019
Raymond James & Associates985,260$24,563 06/30/2019
     IBDM985,260$24,563 06/30/2019
Gradient Investments LLC937,177$23,429 09/30/2019
     IBDM937,177$23,429 09/30/2019
CORDA Investment Management LLC.883,827$22,033 06/30/2019
     IBDM883,827$22,033 06/30/2019
US Bancorp DE797,319$19,877 06/30/2019
     IBDM797,319$19,877 06/30/2019
LPL Financial LLC705,054$17,577 06/30/2019
     IBDM705,054$17,577 06/30/2019
BB&T Securities LLC701,000$17,475 06/30/2019
     IBDM701,000$17,475 06/30/2019
Stifel Financial Corp660,329$16,444 06/30/2019
     IBDM660,329$16,444 06/30/2019
Aptus Capital Advisors LLC601,253$14,955 06/30/2019
     IBDM601,253$14,955 06/30/2019
Brandywine Oak Private Wealth LLC560,307$13,968 06/30/2019
     IBDM560,307$13,968 06/30/2019
RVW Wealth LLC555,805$13,856 06/30/2019
     IBDM555,805$13,856 06/30/2019
Fragasso Group Inc.531,683$13,255 06/30/2019
     IBDM531,683$13,255 06/30/2019
MV Capital Management Inc.477,815$11,912 06/30/2019
     IBDM477,815$11,912 06/30/2019
Matthew Goff Investment Advisor LLC473,715$11,810 06/30/2019
     IBDM473,715$11,810 06/30/2019
Sigma Investment Counselors Inc.471,395$11,785 09/30/2019
     IBDM471,395$11,785 09/30/2019
Capital Investment Advisors LLC389,093$9,700 06/30/2019
     IBDM389,093$9,700 06/30/2019
Tillar Wenstrup Advisors LLC360,233$8,981 06/30/2019
     IBDM360,233$8,981 06/30/2019
Raymond James Financial Services Advisors Inc.351,446$8,762 06/30/2019
     IBDM351,446$8,762 06/30/2019
Lutz Financial Services LLC345,066$8,602 06/30/2019
     IBDM345,066$8,602 06/30/2019
Cottage Street Advisors LLC339,932$8,474 06/30/2019
     IBDM339,932$8,474 06/30/2019
Guidant Wealth Advisors330,545$8,264 09/30/2019
     IBDM330,545$8,264 09/30/2019
Northwestern Mutual Wealth Management Co.327,541$8,166 06/30/2019
     IBDM327,541$8,166 06/30/2019
Royal Bank of Canada313,760$7,822 06/30/2019
     IBDM313,760$7,822 06/30/2019
Private Advisor Group LLC308,798$7,698 06/30/2019
     IBDM308,798$7,698 06/30/2019
Ameriprise Financial Inc.304,010$7,579 06/30/2019
     IBDM304,010$7,579 06/30/2019
Gateway Advisory LLC286,078$7,152 09/30/2019
     IBDM286,078$7,152 09/30/2019
United Capital Financial Advisers LLC277,302$6,913 06/30/2019
     IBDM277,302$6,913 06/30/2019
Mariner LLC273,462$6,817 06/30/2019
     IBDM273,462$6,817 06/30/2019
Day & Ennis LLC243,260$6,064 06/30/2019
     IBDM243,260$6,064 06/30/2019
Stratos Wealth Partners LTD.214,280$5,342 06/30/2019
     IBDM214,280$5,342 06/30/2019
CENTRAL TRUST Co210,760$5,236 06/30/2019
     IBDM210,760$5,236 06/30/2019
Envestnet Asset Management Inc.197,287$4,932 09/30/2019
     IBDM197,287$4,932 09/30/2019
Benjamin F. Edwards & Company Inc.187,798$4,682 06/30/2019
     IBDM187,798$4,682 06/30/2019
Leavell Investment Management Inc.176,780$4,407 06/30/2019
     IBDM176,780$4,407 06/30/2019
Clearshares LLC173,312$4,321 06/30/2019
     IBDM173,312$4,321 06/30/2019
Sound View Wealth Advisors Group LLC157,727$3,932 06/30/2019
     IBDM157,727$3,932 06/30/2019
Guidance Point Advisors LLC153,147$3,828 09/30/2019
     IBDM153,147$3,828 09/30/2019
Atria Investments LLC70,310$3,793 06/30/2019
     IBDM70,310$3,793 06/30/2019
GWM Advisors LLC139,133$3,469 06/30/2019
     IBDM139,133$3,469 06/30/2019
Lyell Wealth Management LP128,733$3,209 06/30/2019
     IBDM128,733$3,209 06/30/2019
Aspiriant LLC123,102$3,069 06/30/2019
     IBDM123,102$3,069 06/30/2019
Krilogy Financial LLC115,506$2,880 06/30/2019
     IBDM115,506$2,880 06/30/2019
Jane Street Group LLC103,169$2,572 06/30/2019
     IBDM103,169$2,572 06/30/2019
Comprehensive Portfolio Management LLC98,198$2,455 09/30/2019
     IBDM98,198$2,455 09/30/2019
Wrapmanager Inc.97,777$2,438 06/30/2019
     IBDM97,777$2,438 06/30/2019
Beacon Pointe Advisors LLC94,004$2,334 06/30/2019
     IBDM94,004$2,334 06/30/2019
Fulton Breakefield Broenniman LLC89,465$2,237 09/30/2019
     IBDM89,465$2,237 09/30/2019
Janney Montgomery Scott LLC88,767$2,213 06/30/2019
     IBDM88,767$2,213 06/30/2019
Cambridge Investment Research Advisors Inc.88,754$2,213 06/30/2019
     IBDM88,754$2,213 06/30/2019
First Fiduciary Investment Counsel Inc.82,765$2,063 06/30/2019
     IBDM82,765$2,063 06/30/2019
Murphy Middleton Hinkle & Parker Inc.80,339$2,008 09/30/2019
     IBDM80,339$2,008 09/30/2019
Harvey Capital Management Inc.77,500$1,937 09/30/2019
     IBDM77,500$1,937 09/30/2019
IMA Wealth Inc.72,248$1,801 06/30/2019
     IBDM72,248$1,801 06/30/2019
Wolverine Trading LLC71,830$1,791 06/30/2019
     IBDM71,830$1,791 06/30/2019
Sandy Spring Bank71,020$1,771 06/30/2019
     IBDM71,020$1,771 06/30/2019
Commonwealth Equity Services LLC70,897$1,767 06/30/2019
     IBDM70,897$1,767 06/30/2019
Actinver Wealth Management Inc.69,745$1,739 06/30/2019
     IBDM69,745$1,739 06/30/2019
Laurel Wealth Advisors LLC67,841$1,692 06/30/2019
     IBDM67,841$1,692 06/30/2019
Ladenburg Thalmann Financial Services Inc.65,826$1,640 06/30/2019
     IBDM65,826$1,640 06/30/2019
Bank of New York Mellon Corp65,490$1,633 06/30/2019
     IBDM65,490$1,633 06/30/2019
Timber Creek Capital Management LLC61,445$1,531 06/30/2019
     IBDM61,445$1,531 06/30/2019
PNC Financial Services Group Inc.61,054$1,521 06/30/2019
     IBDM61,054$1,521 06/30/2019
Exchange Capital Management Inc.55,201$1,376 06/30/2019
     IBDM55,201$1,376 06/30/2019
Vivaldi Capital Management LLC53,895$1,344 06/30/2019
     IBDM53,895$1,344 06/30/2019
Beacon Pointe Wealth Advisors LLC53,715$1,334 06/30/2019
     IBDM53,715$1,334 06/30/2019
Fieldpoint Private Securities LLC50,500$1,259 06/30/2019
     IBDM50,500$1,259 06/30/2019
Suntrust Banks Inc.51,700$1,255 06/30/2019
     IBDM51,700$1,255 06/30/2019
Asset Dedication LLC49,641$1,238 09/30/2019
     IBDM49,641$1,238 09/30/2019
Sonata Capital Group Inc.48,813$1,217 06/30/2019
     IBDM48,813$1,217 06/30/2019
Quest Capital Management Inc. ADV48,242$1,203 06/30/2019
     IBDM48,242$1,203 06/30/2019
Bainco International Investors45,740$1,140 06/30/2019
     IBDM45,740$1,140 06/30/2019
Cliftonlarsonallen Wealth Advisors LLC43,686$1,092 09/30/2019
     IBDM43,686$1,092 09/30/2019
MCF Advisors LLC42,758$1,069 09/30/2019
     IBDM42,758$1,069 09/30/2019
J. L. Bainbridge & Co. Inc.42,321$1,055 06/30/2019
     IBDM42,321$1,055 06/30/2019
AlphaMark Advisors LLC42,075$1,049 06/30/2019
     IBDM42,075$1,049 06/30/2019
Financial Advocates Investment Management41,367$1,031 06/30/2019
     IBDM41,367$1,031 06/30/2019
D.A. Davidson & CO.40,838$1,018 06/30/2019
     IBDM40,838$1,018 06/30/2019
Patten Group Inc.32,285$807 09/30/2019
     IBDM32,285$807 09/30/2019
Advisor Group Inc.31,284$780 06/30/2019
     IBDM31,284$780 06/30/2019
Baird Financial Group Inc.31,090$775 06/30/2019
     IBDM31,090$775 06/30/2019
Bellecapital International Ltd.30,452$761 09/30/2019
     IBDM30,452$761 09/30/2019
Integrated Wealth Concepts LLC29,232$729 06/30/2019
     IBDM29,232$729 06/30/2019
Peloton Wealth Strategists28,500$711 06/30/2019
     IBDM28,500$711 06/30/2019
Boston Advisors LLC28,250$704 06/30/2019
     IBDM28,250$704 06/30/2019
Cibc Bank USA27,175$679 09/30/2019
     IBDM27,175$679 09/30/2019
Archford Capital Strategies LLC26,654$664 06/30/2019
     IBDM26,654$664 06/30/2019
Northstar Group Inc.25,785$643 06/30/2019
     IBDM25,785$643 06/30/2019
Capital Financial Planning LLC25,464$635 06/30/2019
     IBDM25,464$635 06/30/2019
Carnegie Capital Asset Management LLC24,881$620 06/30/2019
     IBDM24,881$620 06/30/2019
Rehmann Capital Advisory Group24,050$600 06/30/2019
     IBDM24,050$600 06/30/2019
HM Payson & Co.23,450$585 06/30/2019
     IBDM23,450$585 06/30/2019
Bank Hapoalim BM23,120$576 06/30/2019
     IBDM23,120$576 06/30/2019
MML Investors Services LLC21,524$537 06/30/2019
     IBDM21,524$537 06/30/2019
Ancora Advisors LLC20,000$499 06/30/2019
     IBDM20,000$499 06/30/2019
Cedar Brook Financial Partners LLC19,921$497 06/30/2019
     IBDM19,921$497 06/30/2019
Honkamp Krueger Financial Services Inc.19,047$473 06/30/2019
     IBDM19,047$473 06/30/2019
Covington Investment Advisors Inc.18,215$454 06/30/2019
     IBDM18,215$454 06/30/2019
Brookstone Capital Management17,244$431 09/30/2019
     IBDM17,244$431 09/30/2019
MONECO Advisors LLC16,541$412 06/30/2019
     IBDM16,541$412 06/30/2019
Financial Gravity Wealth Inc.16,396$410 09/30/2019
     IBDM16,396$410 09/30/2019
Hugh Johnson Advisors LLC16,452$410 06/30/2019
     IBDM16,452$410 06/30/2019
Financial Partners Group Inc16,396$409 06/30/2019
     IBDM16,396$409 06/30/2019
Cypress Wealth Services LLC16,196$405 09/30/2019
     IBDM16,196$405 09/30/2019
Aft Forsyth & Company Inc.16,015$399 06/30/2019
     IBDM16,015$399 06/30/2019
BKD Wealth Advisors LLC15,754$393 06/30/2019
     IBDM15,754$393 06/30/2019
Savant Capital LLC15,265$381 06/30/2019
     IBDM15,265$381 06/30/2019
Princeton Global Asset Management LLC14,764$368 06/30/2019
     IBDM14,764$368 06/30/2019
Bridgeworth LLC14,568$364 09/30/2019
     IBDM14,568$364 09/30/2019
Trust Co. of Virginia VA14,350$358 06/30/2019
     IBDM14,350$358 06/30/2019
Shakespeare Wealth Management Inc.14,003$349 06/30/2019
     IBDM14,003$349 06/30/2019
Smith Moore & CO.13,623$340 06/30/2019
     IBDM13,623$340 06/30/2019
Spinnaker Trust13,464$335 06/30/2019
     IBDM13,464$335 06/30/2019
Cetera Advisors LLC12,664$315 06/30/2019
     IBDM12,664$315 06/30/2019
RDL Financial Inc.12,364$308 06/30/2019
     IBDM12,364$308 06/30/2019
CLARET ASSET MANAGEMENT Corp12,000$300 09/30/2019
     IBDM12,000$300 09/30/2019
Courier Capital LLC11,700$293 09/30/2019
     IBDM11,700$293 09/30/2019
Chesley Taft & Associates LLC11,050$276 09/30/2019
     IBDM11,050$276 09/30/2019
NEXT Financial Group Inc10,588$265 09/30/2019
     IBDM10,588$265 09/30/2019
Raymond James Trust N.A.10,159$253 06/30/2019
     IBDM10,159$253 06/30/2019
Captrust Financial Advisors10,161$253 06/30/2019
     IBDM10,161$253 06/30/2019
Roble Belko & Company Inc10,119$252 06/30/2019
     IBDM10,119$252 06/30/2019
Valeo Financial Advisors LLC10,021$250 09/30/2019
     IBDM10,021$250 09/30/2019
VisionPoint Advisory Group LLC9,345$233 06/30/2019
     IBDM9,345$233 06/30/2019
Country Club Trust Company n.a.9,070$227 09/30/2019
     IBDM9,070$227 09/30/2019
Seizert Capital Partners LLC9,101$227 06/30/2019
     IBDM9,101$227 06/30/2019
Headinvest LLC9,100$227 06/30/2019
     IBDM9,100$227 06/30/2019
Cetera Advisor Networks LLC8,336$208 06/30/2019
     IBDM8,336$208 06/30/2019
Proficio Capital Partners LLC7,555$188 06/30/2019
     IBDM7,555$188 06/30/2019
Pinnacle Bank5,162$129 09/30/2019
     IBDM5,162$129 09/30/2019
Jackson Hole Capital Partners LLC4,914$123 06/30/2019
     IBDM4,914$123 06/30/2019
CWM LLC4,768$119 09/30/2019
     IBDM4,768$119 09/30/2019
Flagship Harbor Advisors LLC4,000$100 09/30/2019
     IBDM4,000$100 09/30/2019
Parallel Advisors LLC3,931$98 06/30/2019
     IBDM3,931$98 06/30/2019
Benjamin Edwards Inc.3,290$82 06/30/2019
     IBDM3,290$82 06/30/2019
Coastal Capital Group Inc.2,610$65 06/30/2019
     IBDM2,610$65 06/30/2019
Steward Partners Investment Advisory LLC1,995$49 06/30/2019
     IBDM1,995$49 06/30/2019
Stonebridge Capital Advisors LLC1,261$31 06/30/2019
     IBDM1,261$31 06/30/2019
BDO Wealth Advisors LLC1,183$29 06/30/2019
     IBDM1,183$29 06/30/2019
Proequities Inc.1,088$27 06/30/2019
     IBDM1,088$27 06/30/2019
Blair William & Co. IL825$21 06/30/2019
     IBDM825$21 06/30/2019
AdvisorNet Financial Inc791$20 06/30/2019
     IBDM791$20 06/30/2019
Garrett Wealth Advisory Group LLC626$16 09/30/2019
     IBDM626$16 09/30/2019
Valley National Advisers Inc.645$16 06/30/2019
     IBDM645$16 06/30/2019
AllSquare Wealth Management LLC615$15 06/30/2019
     IBDM615$15 06/30/2019
Optimum Investment Advisors473$12 09/30/2019
     IBDM473$12 09/30/2019
Advisory Services Network LLC410$10 06/30/2019
     IBDM410$10 06/30/2019
Strategic Blueprint LLC353$9 09/30/2019
     IBDM353$9 09/30/2019
Capital Investment Advisory Services LLC300$8 09/30/2019
     IBDM300$8 09/30/2019
Clean Yield Group271$7 06/30/2019
     IBDM271$7 06/30/2019
TCG Advisors LP251$6 06/30/2019
     IBDM251$6 06/30/2019
Front Row Advisors LLC200$5 06/30/2019
     IBDM200$5 06/30/2019
Ibex Wealth Advisors166$4 06/30/2019
     IBDM166$4 06/30/2019
BlackRock Inc.128$3 06/30/2019
     IBDM128$3 06/30/2019
Sound Income Strategies LLC94$2 09/30/2019
     IBDM94$2 09/30/2019
Old North State Trust LLC929$0 09/30/2019
     IBDM929$0 09/30/2019

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

Quotes delayed 20 minutes

Funds Holding IBDM | www.HoldingsChannel.com

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.