HoldingsChannel.com
Funds Holding IBDN
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE3,056,730$75,776 03/31/2020
     IBDN3,056,730$75,776 03/31/2020
UBS Group AG2,524,970$62,594 03/31/2020
     IBDN2,524,970$62,594 03/31/2020
Morgan Stanley2,318,647$57,480 03/31/2020
     IBDN2,318,647$57,480 03/31/2020
Capital Advisors Inc. OK1,822,312$45,175 03/31/2020
     IBDN1,822,312$45,175 03/31/2020
Aptus Capital Advisors LLC1,208,879$29,897 03/31/2020
     IBDN1,208,879$29,897 03/31/2020
Wells Fargo & Company MN1,062,091$26,330 03/31/2020
     IBDN1,062,091$26,330 03/31/2020
Argent Wealth Management LLC947,057$23,449 03/31/2020
     IBDN947,057$23,449 03/31/2020
LPL Financial LLC887,849$22,010 03/31/2020
     IBDN887,849$22,010 03/31/2020
US Bancorp DE728,672$18,063 03/31/2020
     IBDN728,672$18,063 03/31/2020
CORDA Investment Management LLC.700,415$17,363 03/31/2020
     IBDN700,415$17,363 03/31/2020
Stifel Financial Corp625,102$15,317 03/31/2020
     IBDN625,102$15,317 03/31/2020
RVW Wealth LLC556,284$13,790 03/31/2020
     IBDN556,284$13,790 03/31/2020
Fragasso Group Inc.553,561$13,723 03/31/2020
     IBDN553,561$13,723 03/31/2020
MV Capital Management Inc.542,118$13,439 03/31/2020
     IBDN542,118$13,439 03/31/2020
Sigma Investment Counselors Inc.529,920$13,137 03/31/2020
     IBDN529,920$13,137 03/31/2020
Royal Bank of Canada492,758$12,216 03/31/2020
     IBDN492,758$12,216 03/31/2020
Stratos Wealth Partners LTD.446,154$11,060 03/31/2020
     IBDN446,154$11,060 03/31/2020
HighTower Advisors LLC435,790$10,809 03/31/2020
     IBDN435,790$10,809 03/31/2020
Brandywine Oak Private Wealth LLC401,869$9,960 03/31/2020
     IBDN401,869$9,960 03/31/2020
Capital Investment Advisors LLC365,618$9,064 03/31/2020
     IBDN365,618$9,064 03/31/2020
Raymond James & Associates320,766$7,952 03/31/2020
     IBDN320,766$7,952 03/31/2020
Private Advisor Group LLC320,457$7,944 03/31/2020
     IBDN320,457$7,944 03/31/2020
Raymond James Financial Services Advisors Inc.319,661$7,924 03/31/2020
     IBDN319,661$7,924 03/31/2020
Matthew Goff Investment Advisor LLC310,826$7,705 03/31/2020
     IBDN310,826$7,705 03/31/2020
Ameriprise Financial Inc.305,078$7,563 03/31/2020
     IBDN305,078$7,563 03/31/2020
CENTRAL TRUST Co304,035$7,537 03/31/2020
     IBDN304,035$7,537 03/31/2020
Mariner LLC302,400$7,496 03/31/2020
     IBDN302,400$7,496 03/31/2020
Gateway Advisory LLC284,622$7,056 03/31/2020
     IBDN284,622$7,056 03/31/2020
Benjamin F. Edwards & Company Inc.260,115$6,448 03/31/2020
     IBDN260,115$6,448 03/31/2020
Northwestern Mutual Wealth Management Co.258,324$6,404 03/31/2020
     IBDN258,324$6,404 03/31/2020
AlphaMark Advisors LLC257,925$6,394 03/31/2020
     IBDN257,925$6,394 03/31/2020
United Capital Financial Advisers LLC249,943$6,196 03/31/2020
     IBDN249,943$6,196 03/31/2020
Envestnet Asset Management Inc.248,828$6,168 03/31/2020
     IBDN248,828$6,168 03/31/2020
Day & Ennis LLC247,104$6,126 03/31/2020
     IBDN247,104$6,126 03/31/2020
Sound View Wealth Advisors Group LLC244,318$6,057 03/31/2020
     IBDN244,318$6,057 03/31/2020
Commonwealth Equity Services LLC239,638$5,940 03/31/2020
     IBDN239,638$5,940 03/31/2020
Leavell Investment Management Inc.232,995$5,776 03/31/2020
     IBDN232,995$5,776 03/31/2020
Gradient Investments LLC198,295$4,916 03/31/2020
     IBDN198,295$4,916 03/31/2020
EP Wealth Advisors LLC187,752$4,654 03/31/2020
     IBDN187,752$4,654 03/31/2020
Camelot Portfolios LLC180,616$4,477 03/31/2020
     IBDN180,616$4,477 03/31/2020
Jane Street Group LLC168,944$4,188 03/31/2020
     IBDN168,944$4,188 03/31/2020
Lyell Wealth Management LP139,297$3,453 03/31/2020
     IBDN139,297$3,453 03/31/2020
Godsey & Gibb Associates138,665$3,438 03/31/2020
     IBDN138,665$3,438 03/31/2020
PFG Private Wealth Management LLC132,276$3,279 03/31/2020
     IBDN132,276$3,279 03/31/2020
Sonata Capital Group Inc.128,897$3,195 03/31/2020
     IBDN128,897$3,195 03/31/2020
Ritholtz Wealth Management127,352$3,157 03/31/2020
     IBDN127,352$3,157 03/31/2020
Guidance Point Advisors LLC122,214$3,029 03/31/2020
     IBDN122,214$3,029 03/31/2020
Signature Wealth Management Group117,437$2,911 03/31/2020
     IBDN117,437$2,911 03/31/2020
Janney Montgomery Scott LLC115,196$2,856 03/31/2020
     IBDN115,196$2,856 03/31/2020
Fulton Breakefield Broenniman LLC112,502$2,789 03/31/2020
     IBDN112,502$2,789 03/31/2020
Venture Visionary Partners LLC107,254$2,658 03/31/2020
     IBDN107,254$2,658 03/31/2020
Beacon Pointe Advisors LLC106,286$2,639 03/31/2020
     IBDN106,286$2,639 03/31/2020
Wealthquest Corp100,332$2,625 12/31/2019
     IBDN100,332$2,625 12/31/2019
Sandy Spring Bank103,900$2,576 03/31/2020
     IBDN103,900$2,576 03/31/2020
American Family Insurance Mutual Holding Co100,803$2,499 03/31/2020
     IBDN100,803$2,499 03/31/2020
Advisor Group Holdings Inc.100,798$2,498 03/31/2020
     IBDN100,798$2,498 03/31/2020
LifeSteps Financial Inc.99,544$2,468 03/31/2020
     IBDN99,544$2,468 03/31/2020
Houlihan Financial Resource Group Ltd.97,907$2,427 03/31/2020
     IBDN97,907$2,427 03/31/2020
Murphy Middleton Hinkle & Parker Inc.97,541$2,418 03/31/2020
     IBDN97,541$2,418 03/31/2020
Cambridge Investment Research Advisors Inc.93,314$2,313 03/31/2020
     IBDN93,314$2,313 03/31/2020
Asset Dedication LLC85,845$2,127 03/31/2020
     IBDN85,845$2,127 03/31/2020
MCF Advisors LLC81,344$2,017 03/31/2020
     IBDN81,344$2,017 03/31/2020
Laurel Wealth Advisors LLC79,300$1,966 03/31/2020
     IBDN79,300$1,966 03/31/2020
Bellecapital International Ltd.76,757$1,903 03/31/2020
     IBDN76,757$1,903 03/31/2020
J. L. Bainbridge & Co. Inc.76,628$1,900 03/31/2020
     IBDN76,628$1,900 03/31/2020
Truist Financial Corp75,563$1,873 03/31/2020
     IBDN75,563$1,873 03/31/2020
First Fiduciary Investment Counsel Inc.75,305$1,866 03/31/2020
     IBDN75,305$1,866 03/31/2020
Actinver Wealth Management Inc.72,100$1,787 03/31/2020
     IBDN72,100$1,787 03/31/2020
Cliftonlarsonallen Wealth Advisors LLC65,847$1,665 12/31/2019
     IBDN65,847$1,665 12/31/2019
Wrapmanager Inc.64,649$1,603 03/31/2020
     IBDN64,649$1,603 03/31/2020
Krilogy Financial LLC64,380$1,596 03/31/2020
     IBDN64,380$1,596 03/31/2020
Princeton Global Asset Management LLC63,471$1,573 03/31/2020
     IBDN63,471$1,573 03/31/2020
Resonant Capital Advisors LLC63,077$1,564 03/31/2020
     IBDN63,077$1,564 03/31/2020
Park Avenue Securities LLC54,930$1,362 03/31/2020
     IBDN54,930$1,362 03/31/2020
Peloton Wealth Strategists50,000$1,240 03/31/2020
     IBDN50,000$1,240 03/31/2020
Northstar Group Inc.49,748$1,233 03/31/2020
     IBDN49,748$1,233 03/31/2020
Ladenburg Thalmann Financial Services Inc.48,685$1,231 12/31/2019
     IBDN48,685$1,231 12/31/2019
Confluence Investment Management LLC49,500$1,227 03/31/2020
     IBDN49,500$1,227 03/31/2020
Mercer Global Advisors Inc. ADV49,300$1,222 03/31/2020
     IBDN49,300$1,222 03/31/2020
Clear Harbor Asset Management LLC47,950$1,189 03/31/2020
     IBDN47,950$1,189 03/31/2020
Exchange Capital Management Inc.44,348$1,099 03/31/2020
     IBDN44,348$1,099 03/31/2020
HM Payson & Co.43,450$1,099 12/31/2019
     IBDN43,450$1,099 12/31/2019
BKD Wealth Advisors LLC43,762$1,085 03/31/2020
     IBDN43,762$1,085 03/31/2020
Citadel Advisors LLC43,537$1,079 03/31/2020
     IBDN43,537$1,079 03/31/2020
Advisor Group Inc.42,159$1,067 12/31/2019
     IBDN42,159$1,067 12/31/2019
Quest Capital Management Inc. ADV41,129$1,020 03/31/2020
     IBDN41,129$1,020 03/31/2020
Harvey Capital Management Inc.39,450$977 03/31/2020
     IBDN39,450$977 03/31/2020
Bank of New York Mellon Corp39,033$968 03/31/2020
     IBDN39,033$968 03/31/2020
Timber Creek Capital Management LLC38,892$964 03/31/2020
     IBDN38,892$964 03/31/2020
Archford Capital Strategies LLC37,404$927 03/31/2020
     IBDN37,404$927 03/31/2020
Fieldpoint Private Securities LLC35,940$891 03/31/2020
     IBDN35,940$891 03/31/2020
Cetera Advisors LLC33,797$838 03/31/2020
     IBDN33,797$838 03/31/2020
Beacon Pointe Wealth Advisors LLC32,685$824 12/31/2019
     IBDN32,685$824 12/31/2019
PNC Financial Services Group Inc.32,617$808 03/31/2020
     IBDN32,617$808 03/31/2020
BerganKDV Wealth Management LLC31,673$785 03/31/2020
     IBDN31,673$785 03/31/2020
WJ Wealth Management LLC29,815$739 03/31/2020
     IBDN29,815$739 03/31/2020
Stokes Family Office LLC29,500$731 03/31/2020
     IBDN29,500$731 03/31/2020
Capital Financial Planning LLC25,373$629 03/31/2020
     IBDN25,373$629 03/31/2020
MONECO Advisors LLC25,186$624 03/31/2020
     IBDN25,186$624 03/31/2020
Vivaldi Capital Management LLC22,197$550 03/31/2020
     IBDN22,197$550 03/31/2020
Captrust Financial Advisors22,120$548 03/31/2020
     IBDN22,120$548 03/31/2020
Kathmere Capital Management LLC21,489$533 03/31/2020
     IBDN21,489$533 03/31/2020
Cedar Brook Financial Partners LLC20,067$497 03/31/2020
     IBDN20,067$497 03/31/2020
Bainco International Investors19,053$472 03/31/2020
     IBDN19,053$472 03/31/2020
Cypress Wealth Services LLC18,627$462 03/31/2020
     IBDN18,627$462 03/31/2020
Covington Investment Advisors Inc.18,388$456 03/31/2020
     IBDN18,388$456 03/31/2020
GWM Advisors LLC18,356$455 03/31/2020
     IBDN18,356$455 03/31/2020
MML Investors Services LLC18,190$451 03/31/2020
     IBDN18,190$451 03/31/2020
Two Sigma Securities LLC18,129$449 03/31/2020
     IBDN18,129$449 03/31/2020
Honkamp Krueger Financial Services Inc.18,030$447 03/31/2020
     IBDN18,030$447 03/31/2020
Private Capital Group LLC17,965$445 03/31/2020
     IBDN17,965$445 03/31/2020
Smith Moore & CO.17,895$444 03/31/2020
     IBDN17,895$444 03/31/2020
Jackson Hole Capital Partners LLC17,825$442 03/31/2020
     IBDN17,825$442 03/31/2020
IFG Advisory LLC17,526$434 03/31/2020
     IBDN17,526$434 03/31/2020
Arrow Financial Corp17,472$433 03/31/2020
     IBDN17,472$433 03/31/2020
Hilltop Holdings Inc.15,445$383 03/31/2020
     IBDN15,445$383 03/31/2020
Regions Financial Corp15,375$381 03/31/2020
     IBDN15,375$381 03/31/2020
Trust Co. of Virginia VA13,941$346 03/31/2020
     IBDN13,941$346 03/31/2020
OLD Mission Capital LLC13,500$335 03/31/2020
     IBDN13,500$335 03/31/2020
Deutsche Bank AG13,384$332 03/31/2020
     IBDN13,384$332 03/31/2020
D.A. Davidson & CO.12,220$303 03/31/2020
     IBDN12,220$303 03/31/2020
Patten Group Inc.12,082$300 03/31/2020
     IBDN12,082$300 03/31/2020
Courage Miller Partners LLC11,513$285 03/31/2020
     IBDN11,513$285 03/31/2020
CIBC Private Wealth Group LLC11,413$283 03/31/2020
     IBDN11,413$283 03/31/2020
Cibc Bank USA10,813$273 12/31/2019
     IBDN10,813$273 12/31/2019
RDL Financial Inc.10,763$267 03/31/2020
     IBDN10,763$267 03/31/2020
Valeo Financial Advisors LLC9,908$249 03/31/2020
     IBDN9,908$249 03/31/2020
Roble Belko & Company Inc9,936$246 03/31/2020
     IBDN9,936$246 03/31/2020
CLARET ASSET MANAGEMENT Corp9,900$245 03/31/2020
     IBDN9,900$245 03/31/2020
Cetera Advisor Networks LLC9,622$239 03/31/2020
     IBDN9,622$239 03/31/2020
Kovack Advisors Inc.9,500$236 03/31/2020
     IBDN9,500$236 03/31/2020
Baird Financial Group Inc.9,498$235 03/31/2020
     IBDN9,498$235 03/31/2020
Country Club Trust Company n.a.9,350$232 03/31/2020
     IBDN9,350$232 03/31/2020
Bluefin Trading LLC9,333$231 03/31/2020
     IBDN9,333$231 03/31/2020
Chesley Taft & Associates LLC9,275$230 03/31/2020
     IBDN9,275$230 03/31/2020
Cornerstone Wealth Management LLC9,197$228 03/31/2020
     IBDN9,197$228 03/31/2020
Strategic Wealth Partners Group LLC9,166$227 03/31/2020
     IBDN9,166$227 03/31/2020
Susquehanna International Group LLP8,841$219 03/31/2020
     IBDN8,841$219 03/31/2020
Segment Wealth Management LLC8,306$206 03/31/2020
     IBDN8,306$206 03/31/2020
Aft Forsyth & Company Inc.8,160$202 03/31/2020
     IBDN8,160$202 03/31/2020
Sowa Financial Group Inc.7,969$198 03/31/2020
     IBDN7,969$198 03/31/2020
FinTrust Capital Advisors LLC7,570$188 03/31/2020
     IBDN7,570$188 03/31/2020
NEXT Financial Group Inc7,210$179 03/31/2020
     IBDN7,210$179 03/31/2020
AlphaCore Capital LLC5,708$141 03/31/2020
     IBDN5,708$141 03/31/2020
Ameritas Investment Company LLC5,590$139 03/31/2020
     IBDN5,590$139 03/31/2020
MBE Wealth Management LLC5,628$139 03/31/2020
     IBDN5,628$139 03/31/2020
Norway Savings Bank5,380$133 03/31/2020
     IBDN5,380$133 03/31/2020
Benjamin Edwards Inc.4,417$109 03/31/2020
     IBDN4,417$109 03/31/2020
Pinnacle Bank3,984$99 03/31/2020
     IBDN3,984$99 03/31/2020
Steward Partners Investment Advisory LLC3,276$81 03/31/2020
     IBDN3,276$81 03/31/2020
Flagship Harbor Advisors LLC3,175$79 03/31/2020
     IBDN3,175$79 03/31/2020
First National Bank of South Miami2,754$68 03/31/2020
     IBDN2,754$68 03/31/2020
Parallel Advisors LLC2,632$65 03/31/2020
     IBDN2,632$65 03/31/2020
Advisory Services Network LLC2,190$54 03/31/2020
     IBDN2,190$54 03/31/2020
Meridian Wealth Partners LLC2,170$54 03/31/2020
     IBDN2,170$54 03/31/2020
Security National Trust Co.2,000$50 03/31/2020
     IBDN2,000$50 03/31/2020
TD Capital Management LLC2,002$50 03/31/2020
     IBDN2,002$50 03/31/2020
CWM LLC2,037$50 03/31/2020
     IBDN2,037$50 03/31/2020
Proequities Inc.1,294$32 03/31/2020
     IBDN1,294$32 03/31/2020
Financial Advisory Service Inc.1,006$25 03/31/2020
     IBDN1,006$25 03/31/2020
Valley National Advisers Inc.965$24 03/31/2020
     IBDN965$24 03/31/2020
OmniStar Financial Group Inc.955$24 03/31/2020
     IBDN955$24 03/31/2020
IFP Advisors Inc821$20 03/31/2020
     IBDN821$20 03/31/2020
Capital Asset Advisory Services LLC802$20 03/31/2020
     IBDN802$20 03/31/2020
Fifth Third Bancorp721$18 03/31/2020
     IBDN721$18 03/31/2020
Capital Advisors Ltd. LLC514$13 03/31/2020
     IBDN514$13 03/31/2020
Optimum Investment Advisors492$12 03/31/2020
     IBDN492$12 03/31/2020
Orion Portfolio Solutions LLC434$11 03/31/2020
     IBDN434$11 03/31/2020
Front Row Advisors LLC300$8 03/31/2020
     IBDN300$8 03/31/2020
Plante Moran Financial Advisors LLC252$6 03/31/2020
     IBDN252$6 03/31/2020
Stratos Wealth Advisors LLC165$4 03/31/2020
     IBDN165$4 03/31/2020
Rockefeller Capital Management L.P.155$4 03/31/2020
     IBDN155$4 03/31/2020
BlackRock Inc.130$3 03/31/2020
     IBDN130$3 03/31/2020
JPMorgan Chase & Co.100$2 03/31/2020
     IBDN100$2 03/31/2020
Sound Income Strategies LLC96$2 03/31/2020
     IBDN96$2 03/31/2020
FMR LLC1$0 03/31/2020
     IBDN1$0 03/31/2020
Citigroup Inc.4$0 03/31/2020
     IBDN4$0 03/31/2020
Sofos Investments Inc.2$0 03/31/2020
     IBDN2$0 03/31/2020

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

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