HoldingsChannel.com
Funds Holding IBDM
HolderAmountPosition Size
($ in 1000's)
 As of
UBS Group AG3,117,674$76,851 03/31/2020
     IBDM3,117,674$76,851 03/31/2020
Bank of America Corp DE2,996,717$73,869 03/31/2020
     IBDM2,996,717$73,869 03/31/2020
Morgan Stanley2,143,844$52,846 03/31/2020
     IBDM2,143,844$52,846 03/31/2020
Ameriprise Financial Inc.1,371,571$33,775 03/31/2020
     IBDM1,371,571$33,775 03/31/2020
Aptus Capital Advisors LLC1,218,558$29,970 03/31/2020
     IBDM1,218,558$29,970 03/31/2020
Raymond James & Associates1,181,557$29,125 03/31/2020
     IBDM1,181,557$29,125 03/31/2020
Wells Fargo & Company MN1,106,144$27,266 03/31/2020
     IBDM1,106,144$27,266 03/31/2020
US Bancorp DE1,087,833$26,815 03/31/2020
     IBDM1,087,833$26,815 03/31/2020
LPL Financial LLC998,685$24,618 03/31/2020
     IBDM998,685$24,618 03/31/2020
BerganKDV Wealth Management LLC981,806$24,202 03/31/2020
     IBDM981,806$24,202 03/31/2020
Truist Financial Corp980,438$24,168 03/31/2020
     IBDM980,438$24,168 03/31/2020
Argent Wealth Management LLC941,852$23,151 03/31/2020
     IBDM941,852$23,151 03/31/2020
CORDA Investment Management LLC.900,449$22,196 03/31/2020
     IBDM900,449$22,196 03/31/2020
Stifel Financial Corp854,300$20,879 03/31/2020
     IBDM854,300$20,879 03/31/2020
MV Capital Management Inc.630,545$15,543 03/31/2020
     IBDM630,545$15,543 03/31/2020
Matthew Goff Investment Advisor LLC585,162$14,424 03/31/2020
     IBDM585,162$14,424 03/31/2020
Fragasso Group Inc.578,635$14,263 03/31/2020
     IBDM578,635$14,263 03/31/2020
Raymond James Financial Services Advisors Inc.578,355$14,256 03/31/2020
     IBDM578,355$14,256 03/31/2020
Trust Co of Kansas539,334$13,295 03/31/2020
     IBDM539,334$13,295 03/31/2020
Sigma Investment Counselors Inc.538,163$13,266 03/31/2020
     IBDM538,163$13,266 03/31/2020
Royal Bank of Canada522,025$12,869 03/31/2020
     IBDM522,025$12,869 03/31/2020
RVW Wealth LLC500,278$12,332 03/31/2020
     IBDM500,278$12,332 03/31/2020
Stratos Wealth Partners LTD.484,095$11,933 03/31/2020
     IBDM484,095$11,933 03/31/2020
Jane Street Group LLC465,751$11,481 03/31/2020
     IBDM465,751$11,481 03/31/2020
HighTower Advisors LLC437,120$10,773 03/31/2020
     IBDM437,120$10,773 03/31/2020
Brandywine Oak Private Wealth LLC404,804$9,977 03/31/2020
     IBDM404,804$9,977 03/31/2020
Tillar Wenstrup Advisors LLC381,189$9,396 03/31/2020
     IBDM381,189$9,396 03/31/2020
Capital Investment Advisors LLC347,779$8,573 03/31/2020
     IBDM347,779$8,573 03/31/2020
Private Advisor Group LLC332,828$8,204 03/31/2020
     IBDM332,828$8,204 03/31/2020
Citadel Advisors LLC328,932$8,108 03/31/2020
     IBDM328,932$8,108 03/31/2020
EP Wealth Advisors LLC313,415$7,726 03/31/2020
     IBDM313,415$7,726 03/31/2020
CENTRAL TRUST Co307,097$7,570 03/31/2020
     IBDM307,097$7,570 03/31/2020
Mariner LLC290,873$7,170 03/31/2020
     IBDM290,873$7,170 03/31/2020
Gateway Advisory LLC286,455$7,061 03/31/2020
     IBDM286,455$7,061 03/31/2020
Benjamin F. Edwards & Company Inc.283,575$6,990 03/31/2020
     IBDM283,575$6,990 03/31/2020
Northwestern Mutual Wealth Management Co.280,805$6,922 03/31/2020
     IBDM280,805$6,922 03/31/2020
Merit Financial Group LLC277,435$6,839 03/31/2020
     IBDM277,435$6,839 03/31/2020
United Capital Financial Advisers LLC259,049$6,386 03/31/2020
     IBDM259,049$6,386 03/31/2020
Lutz Financial Services LLC251,447$6,198 03/31/2020
     IBDM251,447$6,198 03/31/2020
Day & Ennis LLC234,547$5,782 03/31/2020
     IBDM234,547$5,782 03/31/2020
Sound View Wealth Advisors Group LLC225,913$5,569 03/31/2020
     IBDM225,913$5,569 03/31/2020
Leavell Investment Management Inc.224,490$5,534 03/31/2020
     IBDM224,490$5,534 03/31/2020
Captrust Financial Advisors217,688$5,369 03/31/2020
     IBDM217,688$5,369 03/31/2020
Beacon Pointe Advisors LLC187,855$4,630 03/31/2020
     IBDM187,855$4,630 03/31/2020
Envestnet Asset Management Inc.174,122$4,379 06/30/2020
     IBDM174,122$4,379 06/30/2020
Cottage Street Advisors LLC170,348$4,284 06/30/2020
     IBDM170,348$4,284 06/30/2020
Venture Visionary Partners LLC164,659$4,058 03/31/2020
     IBDM164,659$4,058 03/31/2020
Lyell Wealth Management LP153,789$3,791 03/31/2020
     IBDM153,789$3,791 03/31/2020
Relative Value Partners Group LLC142,775$3,519 03/31/2020
     IBDM142,775$3,519 03/31/2020
Guidance Point Advisors LLC146,001$3,499 03/31/2020
     IBDM146,001$3,499 03/31/2020
Advisor Group Holdings Inc.139,857$3,446 03/31/2020
     IBDM139,857$3,446 03/31/2020
IMA Wealth Inc.133,413$3,289 03/31/2020
     IBDM133,413$3,289 03/31/2020
Commonwealth Equity Services LLC131,366$3,238 03/31/2020
     IBDM131,366$3,238 03/31/2020
Fulton Breakefield Broenniman LLC126,880$3,191 06/30/2020
     IBDM126,880$3,191 06/30/2020
Houlihan Financial Resource Group Ltd.116,853$2,880 03/31/2020
     IBDM116,853$2,880 03/31/2020
Ritholtz Wealth Management114,843$2,831 03/31/2020
     IBDM114,843$2,831 03/31/2020
Janney Montgomery Scott LLC109,754$2,705 03/31/2020
     IBDM109,754$2,705 03/31/2020
Sandy Spring Bank105,610$2,603 03/31/2020
     IBDM105,610$2,603 03/31/2020
LifeSteps Financial Inc.102,531$2,527 03/31/2020
     IBDM102,531$2,527 03/31/2020
American Family Insurance Mutual Holding Co100,000$2,465 03/31/2020
     IBDM100,000$2,465 03/31/2020
First Fiduciary Investment Counsel Inc.98,725$2,433 03/31/2020
     IBDM98,725$2,433 03/31/2020
D.A. Davidson & CO.97,811$2,411 03/31/2020
     IBDM97,811$2,411 03/31/2020
Asset Dedication LLC88,433$2,175 03/31/2020
     IBDM88,433$2,175 03/31/2020
Northstar Group Inc.86,590$2,135 03/31/2020
     IBDM86,590$2,135 03/31/2020
Sonata Capital Group Inc.86,578$2,134 03/31/2020
     IBDM86,578$2,134 03/31/2020
Laurel Wealth Advisors LLC80,800$1,992 03/31/2020
     IBDM80,800$1,992 03/31/2020
Peloton Wealth Strategists79,500$1,960 03/31/2020
     IBDM79,500$1,960 03/31/2020
Actinver Wealth Management Inc.73,222$1,805 03/31/2020
     IBDM73,222$1,805 03/31/2020
J. L. Bainbridge & Co. Inc.72,482$1,787 03/31/2020
     IBDM72,482$1,787 03/31/2020
Resonant Capital Advisors LLC71,569$1,764 03/31/2020
     IBDM71,569$1,764 03/31/2020
PNC Financial Services Group Inc.69,893$1,724 03/31/2020
     IBDM69,893$1,724 03/31/2020
MCF Advisors LLC64,932$1,601 03/31/2020
     IBDM64,932$1,601 03/31/2020
Krilogy Financial LLC63,977$1,577 03/31/2020
     IBDM63,977$1,577 03/31/2020
Wrapmanager Inc.63,913$1,575 03/31/2020
     IBDM63,913$1,575 03/31/2020
Harvey Capital Management Inc.61,528$1,516 03/31/2020
     IBDM61,528$1,516 03/31/2020
Quest Capital Management Inc. ADV53,654$1,323 03/31/2020
     IBDM53,654$1,323 03/31/2020
Murphy Middleton Hinkle & Parker Inc.52,310$1,316 06/30/2020
     IBDM52,310$1,316 06/30/2020
Exchange Capital Management Inc.52,722$1,300 03/31/2020
     IBDM52,722$1,300 03/31/2020
Fieldpoint Private Securities LLC50,500$1,245 03/31/2020
     IBDM50,500$1,245 03/31/2020
Confluence Investment Management LLC48,994$1,232 06/30/2020
     IBDM48,994$1,232 06/30/2020
Financial Advocates Investment Management49,722$1,226 03/31/2020
     IBDM49,722$1,226 03/31/2020
Mercer Global Advisors Inc. ADV47,163$1,163 03/31/2020
     IBDM47,163$1,163 03/31/2020
Timber Creek Capital Management LLC46,794$1,153 03/31/2020
     IBDM46,794$1,153 03/31/2020
Kathmere Capital Management LLC46,168$1,138 03/31/2020
     IBDM46,168$1,138 03/31/2020
Bramshill Investments LLC43,965$1,084 03/31/2020
     IBDM43,965$1,084 03/31/2020
Patten Group Inc.38,950$960 03/31/2020
     IBDM38,950$960 03/31/2020
Bank of New York Mellon Corp38,856$958 03/31/2020
     IBDM38,856$958 03/31/2020
Archford Capital Strategies LLC38,467$948 03/31/2020
     IBDM38,467$948 03/31/2020
InterOcean Capital LLC38,199$942 03/31/2020
     IBDM38,199$942 03/31/2020
Princeton Global Asset Management LLC37,481$924 03/31/2020
     IBDM37,481$924 03/31/2020
Stokes Family Office LLC36,750$906 03/31/2020
     IBDM36,750$906 03/31/2020
AlphaMark Advisors LLC36,395$897 03/31/2020
     IBDM36,395$897 03/31/2020
Fifth Third Bancorp35,332$871 03/31/2020
     IBDM35,332$871 03/31/2020
Wolverine Trading LLC34,530$850 03/31/2020
     IBDM34,530$850 03/31/2020
Bainco International Investors34,465$850 03/31/2020
     IBDM34,465$850 03/31/2020
MONECO Advisors LLC33,492$826 03/31/2020
     IBDM33,492$826 03/31/2020
HM Payson & Co.33,450$825 03/31/2020
     IBDM33,450$825 03/31/2020
Bellecapital International Ltd.32,857$810 03/31/2020
     IBDM32,857$810 03/31/2020
Cambridge Investment Research Advisors Inc.29,320$723 03/31/2020
     IBDM29,320$723 03/31/2020
CIBC Private Wealth Group LLC28,975$714 03/31/2020
     IBDM28,975$714 03/31/2020
Vivaldi Capital Management LLC28,818$710 03/31/2020
     IBDM28,818$710 03/31/2020
Capital Financial Planning LLC26,396$651 03/31/2020
     IBDM26,396$651 03/31/2020
Susquehanna International Group LLP24,213$597 03/31/2020
     IBDM24,213$597 03/31/2020
Two Sigma Securities LLC22,792$562 03/31/2020
     IBDM22,792$562 03/31/2020
Carnegie Capital Asset Management LLC22,149$557 06/30/2020
     IBDM22,149$557 06/30/2020
Sofos Investments Inc. $549 03/31/2020
     MUTFDETF22,168$549 03/31/2020
     IBDM2$0 03/31/2020
Arrow Financial Corp21,696$535 03/31/2020
     IBDM21,696$535 03/31/2020
Eldridge Investment Advisors Inc.21,615$532 03/31/2020
     IBDM21,615$532 03/31/2020
MML Investors Services LLC20,902$515 03/31/2020
     IBDM20,902$515 03/31/2020
Deutsche Bank AG20,421$503 03/31/2020
     IBDM20,421$503 03/31/2020
GWM Advisors LLC20,130$496 03/31/2020
     IBDM20,130$496 03/31/2020
Cedar Brook Financial Partners LLC20,010$493 03/31/2020
     IBDM20,010$493 03/31/2020
Honkamp Krueger Financial Services Inc.19,923$491 03/31/2020
     IBDM19,923$491 03/31/2020
BKD Wealth Advisors LLC18,745$462 03/31/2020
     IBDM18,745$462 03/31/2020
Bank Hapoalim BM18,675$460 03/31/2020
     IBDM18,675$460 03/31/2020
Covington Investment Advisors Inc.18,365$453 03/31/2020
     IBDM18,365$453 03/31/2020
Clear Harbor Asset Management LLC17,815$439 03/31/2020
     IBDM17,815$439 03/31/2020
Parcion Private Wealth LLC17,741$437 03/31/2020
     IBDM17,741$437 03/31/2020
Aft Forsyth & Company Inc.16,615$410 03/31/2020
     IBDM16,615$410 03/31/2020
Chesley Taft & Associates LLC15,200$382 06/30/2020
     IBDM15,200$382 06/30/2020
Cypress Wealth Services LLC15,405$380 03/31/2020
     IBDM15,405$380 03/31/2020
Bridgeworth LLC14,568$359 03/31/2020
     IBDM14,568$359 03/31/2020
Spinnaker Trust13,464$331 03/31/2020
     IBDM13,464$331 03/31/2020
Smith Moore & CO.13,050$322 03/31/2020
     IBDM13,050$322 03/31/2020
Brookstone Capital Management12,888$318 03/31/2020
     IBDM12,888$318 03/31/2020
Proficio Capital Partners LLC12,580$316 03/31/2020
     IBDM12,580$316 03/31/2020
Regions Financial Corp12,765$315 03/31/2020
     IBDM12,765$315 03/31/2020
Courier Capital LLC12,350$310 06/30/2020
     IBDM12,350$310 06/30/2020
CLARET ASSET MANAGEMENT Corp12,000$296 03/31/2020
     IBDM12,000$296 03/31/2020
Strategic Wealth Partners Group LLC11,879$293 03/31/2020
     IBDM11,879$293 03/31/2020
Cetera Advisors LLC11,851$292 03/31/2020
     IBDM11,851$292 03/31/2020
Courage Miller Partners LLC11,675$287 03/31/2020
     IBDM11,675$287 03/31/2020
OLD Mission Capital LLC11,195$276 03/31/2020
     IBDM11,195$276 03/31/2020
RDL Financial Inc.10,832$267 03/31/2020
     IBDM10,832$267 03/31/2020
Capital Advisors Inc. OK10,465$258 03/31/2020
     IBDM10,465$258 03/31/2020
Norway Savings Bank9,905$249 06/30/2020
     IBDM9,905$249 06/30/2020
Roble Belko & Company Inc10,119$249 03/31/2020
     IBDM10,119$249 03/31/2020
Valeo Financial Advisors LLC10,021$249 03/31/2020
     IBDM10,021$249 03/31/2020
Kovack Advisors Inc.9,882$244 03/31/2020
     IBDM9,882$244 03/31/2020
Trust Co. of Virginia VA9,200$227 03/31/2020
     IBDM9,200$227 03/31/2020
JNB Advisors LLC8,894$219 03/31/2020
     IBDM8,894$219 03/31/2020
IFG Advisory LLC8,815$217 03/31/2020
     IBDM8,815$217 03/31/2020
Private Capital Group LLC8,811$217 03/31/2020
     IBDM8,811$217 03/31/2020
Thrivent Financial for Lutherans8,722$215 03/31/2020
     IBDM8,722$215 03/31/2020
Sowa Financial Group Inc.7,971$200 06/30/2020
     IBDM7,971$200 06/30/2020
AlphaCore Capital LLC5,594$138 03/31/2020
     IBDM5,594$138 03/31/2020
Ironwood Financial llc5,095$126 03/31/2020
     IBDM5,095$126 03/31/2020
Jackson Hole Capital Partners LLC4,914$121 03/31/2020
     IBDM4,914$121 03/31/2020
Flagship Harbor Advisors LLC4,787$118 03/31/2020
     IBDM4,787$118 03/31/2020
Pinnacle Bank4,505$113 06/30/2020
     IBDM4,505$113 06/30/2020
Benjamin Edwards Inc.4,439$109 03/31/2020
     IBDM4,439$109 03/31/2020
Gradient Investments LLC4,244$107 06/30/2020
     IBDM4,244$107 06/30/2020
FinTrust Capital Advisors LLC4,032$99 03/31/2020
     IBDM4,032$99 03/31/2020
Parallel Advisors LLC3,522$86 03/31/2020
     IBDM3,522$86 03/31/2020
MBE Wealth Management LLC3,099$76 03/31/2020
     IBDM3,099$76 03/31/2020
Ameritas Investment Company LLC2,966$73 03/31/2020
     IBDM2,966$73 03/31/2020
Knights of Columbus Asset Advisors LLC2,760$68 03/31/2020
     IBDM2,760$68 03/31/2020
First National Bank of South Miami2,730$67 03/31/2020
     IBDM2,730$67 03/31/2020
Advisory Services Network LLC2,216$55 03/31/2020
     IBDM2,216$55 03/31/2020
TD Capital Management LLC2,028$50 03/31/2020
     IBDM2,028$50 03/31/2020
Security National Trust Co.2,000$49 03/31/2020
     IBDM2,000$49 03/31/2020
Steward Partners Investment Advisory LLC1,995$49 03/31/2020
     IBDM1,995$49 03/31/2020
Coastal Capital Group Inc.1,823$44 03/31/2020
     IBDM1,823$44 03/31/2020
Meridian Wealth Partners LLC1,800$44 03/31/2020
     IBDM1,800$44 03/31/2020
NEXT Financial Group Inc1,492$37 03/31/2020
     IBDM1,492$37 03/31/2020
Proequities Inc.1,088$27 03/31/2020
     IBDM1,088$27 03/31/2020
Capital Advisors Ltd. LLC920$23 03/31/2020
     IBDM920$23 03/31/2020
Capital Asset Advisory Services LLC903$23 03/31/2020
     IBDM903$23 03/31/2020
Sowell Financial Services LLC891$22 03/31/2020
     IBDM891$22 03/31/2020
Global Retirement Partners LLC855$21 03/31/2020
     IBDM855$21 03/31/2020
Blair William & Co. IL825$20 03/31/2020
     IBDM825$20 03/31/2020
CWM LLC727$18 03/31/2020
     IBDM727$18 03/31/2020
Valley National Advisers Inc.645$16 03/31/2020
     IBDM645$16 03/31/2020
AdvisorNet Financial Inc616$15 03/31/2020
     IBDM616$15 03/31/2020
Front Row Advisors LLC600$15 03/31/2020
     IBDM600$15 03/31/2020
Optimum Investment Advisors493$12 03/31/2020
     IBDM493$12 03/31/2020
AllSquare Wealth Management LLC465$11 03/31/2020
     IBDM465$11 03/31/2020
Orion Portfolio Solutions LLC408$10 03/31/2020
     IBDM408$10 03/31/2020
Clean Yield Group271$7 03/31/2020
     IBDM271$7 03/31/2020
Capital Investment Advisory Services LLC300$7 03/31/2020
     IBDM300$7 03/31/2020
Plante Moran Financial Advisors LLC254$6 03/31/2020
     IBDM254$6 03/31/2020
IFP Advisors Inc170$4 03/31/2020
     IBDM170$4 03/31/2020
Stratos Wealth Advisors LLC165$4 03/31/2020
     IBDM165$4 03/31/2020
BlackRock Inc.134$3 03/31/2020
     IBDM134$3 03/31/2020
Sound Income Strategies LLC96$2 03/31/2020
     IBDM96$2 03/31/2020
Citigroup Inc.24$1 03/31/2020
     IBDM24$1 03/31/2020
FMR LLC1$0 03/31/2020
     IBDM1$0 03/31/2020

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

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