HoldingsChannel.com
Funds Holding IBDO
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE2,669,566$66,739 03/31/2020
     IBDO2,669,566$66,739 03/31/2020
Morgan Stanley2,094,301$52,358 03/31/2020
     IBDO2,094,301$52,358 03/31/2020
UBS Group AG1,683,820$42,096 03/31/2020
     IBDO1,683,820$42,096 03/31/2020
Capital Advisors Inc. OK1,375,153$34,379 03/31/2020
     IBDO1,375,153$34,379 03/31/2020
Aptus Capital Advisors LLC1,204,113$30,027 03/31/2020
     IBDO1,204,113$30,027 03/31/2020
Wells Fargo & Company MN1,085,473$27,137 03/31/2020
     IBDO1,085,473$27,137 03/31/2020
Motley Fool Wealth Management LLC893,730$22,343 03/31/2020
     IBDO893,730$22,343 03/31/2020
LPL Financial LLC784,306$19,608 03/31/2020
     IBDO784,306$19,608 03/31/2020
RVW Wealth LLC756,163$18,904 03/31/2020
     IBDO756,163$18,904 03/31/2020
Capital Investment Advisors LLC726,704$18,168 03/31/2020
     IBDO726,704$18,168 03/31/2020
CORDA Investment Management LLC.675,525$16,888 03/31/2020
     IBDO675,525$16,888 03/31/2020
MV Capital Management Inc.615,249$15,381 03/31/2020
     IBDO615,249$15,381 03/31/2020
US Bancorp DE610,560$15,264 03/31/2020
     IBDO610,560$15,264 03/31/2020
Trust Co of Kansas505,092$12,627 03/31/2020
     IBDO505,092$12,627 03/31/2020
Sigma Investment Counselors Inc.488,731$12,218 03/31/2020
     IBDO488,731$12,218 03/31/2020
Royal Bank of Canada455,948$11,400 03/31/2020
     IBDO455,948$11,400 03/31/2020
HighTower Advisors LLC441,410$11,049 03/31/2020
     IBDO441,410$11,049 03/31/2020
Tlwm386,250$9,680 03/31/2020
     IBDO386,250$9,680 03/31/2020
Stratos Wealth Partners LTD.342,690$8,567 03/31/2020
     IBDO342,690$8,567 03/31/2020
Raymond James & Associates330,699$8,267 03/31/2020
     IBDO330,699$8,267 03/31/2020
EP Wealth Advisors LLC320,601$8,015 03/31/2020
     IBDO320,601$8,015 03/31/2020
Argent Wealth Management LLC321,710$7,959 03/31/2020
     IBDO321,710$7,959 03/31/2020
Sound View Wealth Advisors Group LLC306,816$7,670 03/31/2020
     IBDO306,816$7,670 03/31/2020
Raymond James Financial Services Advisors Inc.301,186$7,530 03/31/2020
     IBDO301,186$7,530 03/31/2020
CENTRAL TRUST Co293,892$7,348 03/31/2020
     IBDO293,892$7,348 03/31/2020
Gateway Advisory LLC283,227$7,081 03/31/2020
     IBDO283,227$7,081 03/31/2020
Private Advisor Group LLC268,119$6,703 03/31/2020
     IBDO268,119$6,703 03/31/2020
Matthew Goff Investment Advisor LLC260,563$6,514 03/31/2020
     IBDO260,563$6,514 03/31/2020
Ameriprise Financial Inc.250,109$6,253 03/31/2020
     IBDO250,109$6,253 03/31/2020
Jane Street Group LLC241,821$6,046 03/31/2020
     IBDO241,821$6,046 03/31/2020
Day & Ennis LLC240,273$6,007 03/31/2020
     IBDO240,273$6,007 03/31/2020
United Capital Financial Advisers LLC233,045$5,826 03/31/2020
     IBDO233,045$5,826 03/31/2020
Stifel Financial Corp231,818$5,674 03/31/2020
     IBDO231,818$5,674 03/31/2020
Mariner LLC199,945$4,999 03/31/2020
     IBDO199,945$4,999 03/31/2020
Envestnet Asset Management Inc.173,249$4,331 03/31/2020
     IBDO173,249$4,331 03/31/2020
Leavell Investment Management Inc.162,400$4,060 03/31/2020
     IBDO162,400$4,060 03/31/2020
Camelot Portfolios LLC143,916$3,598 03/31/2020
     IBDO143,916$3,598 03/31/2020
PFG Private Wealth Management LLC143,388$3,585 03/31/2020
     IBDO143,388$3,585 03/31/2020
Ritholtz Wealth Management121,056$3,026 03/31/2020
     IBDO121,056$3,026 03/31/2020
Sandy Spring Bank119,105$2,978 03/31/2020
     IBDO119,105$2,978 03/31/2020
Murphy Middleton Hinkle & Parker Inc.118,006$2,950 03/31/2020
     IBDO118,006$2,950 03/31/2020
Janney Montgomery Scott LLC117,016$2,925 03/31/2020
     IBDO117,016$2,925 03/31/2020
Signature Wealth Management Group116,990$2,925 03/31/2020
     IBDO116,990$2,925 03/31/2020
AlphaMark Advisors LLC114,907$2,873 03/31/2020
     IBDO114,907$2,873 03/31/2020
Lyell Wealth Management LP114,106$2,853 03/31/2020
     IBDO114,106$2,853 03/31/2020
Fragasso Group Inc.109,423$2,736 03/31/2020
     IBDO109,423$2,736 03/31/2020
Godsey & Gibb Associates107,625$2,691 03/31/2020
     IBDO107,625$2,691 03/31/2020
Fulton Breakefield Broenniman LLC106,663$2,667 03/31/2020
     IBDO106,663$2,667 03/31/2020
LifeSteps Financial Inc.91,749$2,294 03/31/2020
     IBDO91,749$2,294 03/31/2020
American Family Insurance Mutual Holding Co90,100$2,253 03/31/2020
     IBDO90,100$2,253 03/31/2020
Commonwealth Equity Services LLC86,005$2,150 03/31/2020
     IBDO86,005$2,150 03/31/2020
Peloton Wealth Strategists81,500$2,038 03/31/2020
     IBDO81,500$2,038 03/31/2020
Houlihan Financial Resource Group Ltd.79,800$1,995 03/31/2020
     IBDO79,800$1,995 03/31/2020
Advisor Group Holdings Inc.78,166$1,954 03/31/2020
     IBDO78,166$1,954 03/31/2020
First Fiduciary Investment Counsel Inc.76,250$1,906 03/31/2020
     IBDO76,250$1,906 03/31/2020
Guidance Point Advisors LLC75,248$1,881 03/31/2020
     IBDO75,248$1,881 03/31/2020
Asset Dedication LLC73,671$1,843 03/31/2020
     IBDO73,671$1,843 03/31/2020
Laurel Wealth Advisors LLC72,750$1,819 03/31/2020
     IBDO72,750$1,819 03/31/2020
Truist Financial Corp72,408$1,810 03/31/2020
     IBDO72,408$1,810 03/31/2020
Citadel Advisors LLC67,523$1,688 03/31/2020
     IBDO67,523$1,688 03/31/2020
Wrapmanager Inc.64,911$1,623 03/31/2020
     IBDO64,911$1,623 03/31/2020
Sonata Capital Group Inc.64,552$1,614 03/31/2020
     IBDO64,552$1,614 03/31/2020
Krilogy Financial LLC64,177$1,604 03/31/2020
     IBDO64,177$1,604 03/31/2020
MCF Advisors LLC63,181$1,580 03/31/2020
     IBDO63,181$1,580 03/31/2020
Northwestern Mutual Wealth Management Co.62,095$1,552 03/31/2020
     IBDO62,095$1,552 03/31/2020
Mercer Global Advisors Inc. ADV51,553$1,289 03/31/2020
     IBDO51,553$1,289 03/31/2020
Exchange Capital Management Inc.50,706$1,268 03/31/2020
     IBDO50,706$1,268 03/31/2020
BEAM Asset Management LLC49,709$1,243 03/31/2020
     IBDO49,709$1,243 03/31/2020
Cetera Advisors LLC49,698$1,242 03/31/2020
     IBDO49,698$1,242 03/31/2020
Princeton Global Asset Management LLC49,275$1,232 03/31/2020
     IBDO49,275$1,232 03/31/2020
Financial Advocates Investment Management47,931$1,198 03/31/2020
     IBDO47,931$1,198 03/31/2020
NovaPoint Capital LLC45,969$1,149 03/31/2020
     IBDO45,969$1,149 03/31/2020
Benjamin F. Edwards & Company Inc.45,011$1,125 03/31/2020
     IBDO45,011$1,125 03/31/2020
Stokes Family Office LLC45,000$1,125 03/31/2020
     IBDO45,000$1,125 03/31/2020
HM Payson & Co.43,450$1,086 03/31/2020
     IBDO43,450$1,086 03/31/2020
Bellecapital International Ltd.42,518$1,063 03/31/2020
     IBDO42,518$1,063 03/31/2020
Cambridge Investment Research Advisors Inc.39,412$985 03/31/2020
     IBDO39,412$985 03/31/2020
Bank of New York Mellon Corp38,063$952 03/31/2020
     IBDO38,063$952 03/31/2020
Beacon Pointe Advisors LLC37,201$932 03/31/2020
     IBDO37,201$932 03/31/2020
Archford Capital Strategies LLC37,004$925 03/31/2020
     IBDO37,004$925 03/31/2020
Confluence Investment Management LLC33,760$886 06/30/2020
     IBDO33,760$886 06/30/2020
Fieldpoint Private Securities LLC33,600$840 03/31/2020
     IBDO33,600$840 03/31/2020
Captrust Financial Advisors32,975$819 03/31/2020
     IBDO32,975$819 03/31/2020
Resonant Capital Advisors LLC31,991$800 03/31/2020
     IBDO31,991$800 03/31/2020
Vivaldi Capital Management LLC29,864$747 03/31/2020
     IBDO29,864$747 03/31/2020
OLD Mission Capital LLC24,180$605 03/31/2020
     IBDO24,180$605 03/31/2020
Quest Capital Management Inc. ADV23,642$591 03/31/2020
     IBDO23,642$591 03/31/2020
Northstar Group Inc.22,990$575 03/31/2020
     IBDO22,990$575 03/31/2020
Kathmere Capital Management LLC21,396$535 03/31/2020
     IBDO21,396$535 03/31/2020
BerganKDV Wealth Management LLC19,939$498 03/31/2020
     IBDO19,939$498 03/31/2020
MONECO Advisors LLC19,273$482 03/31/2020
     IBDO19,273$482 03/31/2020
Covington Investment Advisors Inc.18,422$461 03/31/2020
     IBDO18,422$461 03/31/2020
Wolverine Trading LLC18,170$452 03/31/2020
     IBDO18,170$452 03/31/2020
J. L. Bainbridge & Co. Inc.17,775$444 03/31/2020
     IBDO17,775$444 03/31/2020
Bank Hapoalim BM17,348$434 03/31/2020
     IBDO17,348$434 03/31/2020
Honkamp Krueger Financial Services Inc.17,293$432 03/31/2020
     IBDO17,293$432 03/31/2020
Trust Co. of Virginia VA17,275$432 03/31/2020
     IBDO17,275$432 03/31/2020
Capital Financial Planning LLC16,457$411 03/31/2020
     IBDO16,457$411 03/31/2020
Cypress Wealth Services LLC16,094$402 03/31/2020
     IBDO16,094$402 03/31/2020
PNC Financial Services Group Inc.15,580$390 03/31/2020
     IBDO15,580$390 03/31/2020
Regions Financial Corp15,255$381 03/31/2020
     IBDO15,255$381 03/31/2020
D.A. Davidson & CO.14,777$369 03/31/2020
     IBDO14,777$369 03/31/2020
Private Capital Group LLC14,659$366 03/31/2020
     IBDO14,659$366 03/31/2020
Bainco International Investors14,090$352 03/31/2020
     IBDO14,090$352 03/31/2020
Gradient Investments LLC13,708$343 03/31/2020
     IBDO13,708$343 03/31/2020
GWM Advisors LLC13,270$332 03/31/2020
     IBDO13,270$332 03/31/2020
FinTrust Capital Advisors LLC13,174$329 03/31/2020
     IBDO13,174$329 03/31/2020
MML Investors Services LLC12,656$316 03/31/2020
     IBDO12,656$316 03/31/2020
Pineno Levin & Ford Asset Management Inc.12,290$307 03/31/2020
     IBDO12,290$307 03/31/2020
Thoroughbred Financial Services LLC12,240$306 03/31/2020
     IBDO12,240$306 03/31/2020
BKD Wealth Advisors LLC11,772$294 03/31/2020
     IBDO11,772$294 03/31/2020
CIBC Private Wealth Group LLC11,400$285 03/31/2020
     IBDO11,400$285 03/31/2020
Smith Moore & CO.11,245$281 03/31/2020
     IBDO11,245$281 03/31/2020
Deutsche Bank AG11,171$279 03/31/2020
     IBDO11,171$279 03/31/2020
RDL Financial Inc.10,772$269 03/31/2020
     IBDO10,772$269 03/31/2020
Norway Savings Bank10,580$264 03/31/2020
     IBDO10,580$264 03/31/2020
Timber Creek Capital Management LLC10,330$258 03/31/2020
     IBDO10,330$258 03/31/2020
Roble Belko & Company Inc9,898$247 03/31/2020
     IBDO9,898$247 03/31/2020
CLARET ASSET MANAGEMENT Corp9,800$245 03/31/2020
     IBDO9,800$245 03/31/2020
Raymond James Trust N.A.9,748$244 03/31/2020
     IBDO9,748$244 03/31/2020
Proficio Capital Partners LLC9,485$243 03/31/2020
     IBDO9,485$243 03/31/2020
Segment Wealth Management LLC9,697$242 03/31/2020
     IBDO9,697$242 03/31/2020
Patten Group Inc.9,610$240 03/31/2020
     IBDO9,610$240 03/31/2020
Capital One Financial Corp9,350$234 03/31/2020
     IBDO9,350$234 03/31/2020
Strategic Wealth Partners Group LLC9,303$233 03/31/2020
     IBDO9,303$233 03/31/2020
Steward Partners Investment Advisory LLC8,936$223 03/31/2020
     IBDO8,936$223 03/31/2020
Eldridge Investment Advisors Inc.8,503$212 03/31/2020
     IBDO8,503$212 03/31/2020
Sowa Financial Group Inc.7,625$191 03/31/2020
     IBDO7,625$191 03/31/2020
AlphaCore Capital LLC5,997$150 03/31/2020
     IBDO5,997$150 03/31/2020
Benjamin Edwards Inc.4,893$122 03/31/2020
     IBDO4,893$122 03/31/2020
Arrow Financial Corp4,127$103 03/31/2020
     IBDO4,127$103 03/31/2020
NEXT Financial Group Inc4,011$100 03/31/2020
     IBDO4,011$100 03/31/2020
Ameritas Investment Company LLC3,443$86 03/31/2020
     IBDO3,443$86 03/31/2020
Knights of Columbus Asset Advisors LLC3,205$80 03/31/2020
     IBDO3,205$80 03/31/2020
CWM LLC3,014$75 03/31/2020
     IBDO3,014$75 03/31/2020
Parallel Advisors LLC2,633$65 03/31/2020
     IBDO2,633$65 03/31/2020
Flagship Harbor Advisors LLC2,375$59 03/31/2020
     IBDO2,375$59 03/31/2020
Advisory Services Network LLC2,170$54 03/31/2020
     IBDO2,170$54 03/31/2020
First National Bank of South Miami2,146$54 03/31/2020
     IBDO2,146$54 03/31/2020
Security National Trust Co.2,000$50 03/31/2020
     IBDO2,000$50 03/31/2020
TD Capital Management LLC1,983$50 03/31/2020
     IBDO1,983$50 03/31/2020
TCI Wealth Advisors Inc.2,000$50 03/31/2020
     IBDO2,000$50 03/31/2020
Proequities Inc.1,978$49 03/31/2020
     IBDO1,978$49 03/31/2020
Pinnacle Bank1,950$49 03/31/2020
     IBDO1,950$49 03/31/2020
IFP Advisors Inc1,381$34 03/31/2020
     IBDO1,381$34 03/31/2020
MBE Wealth Management LLC1,086$27 03/31/2020
     IBDO1,086$27 03/31/2020
Financial Advisory Service Inc.1,007$25 03/31/2020
     IBDO1,007$25 03/31/2020
Sowell Financial Services LLC884$22 03/31/2020
     IBDO884$22 03/31/2020
OmniStar Financial Group Inc.870$22 03/31/2020
     IBDO870$22 03/31/2020
Capital Asset Advisory Services LLC800$21 03/31/2020
     IBDO800$21 03/31/2020
Fifth Third Bancorp731$18 03/31/2020
     IBDO731$18 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC600$15 06/30/2020
     IBDO600$15 06/30/2020
Coastal Capital Group Inc.614$15 03/31/2020
     IBDO614$15 03/31/2020
Optimum Investment Advisors455$11 03/31/2020
     IBDO455$11 03/31/2020
Jackson Hole Capital Partners LLC440$11 03/31/2020
     IBDO440$11 03/31/2020
Plante Moran Financial Advisors LLC250$6 03/31/2020
     IBDO250$6 03/31/2020
Clean Yield Group170$4 03/31/2020
     IBDO170$4 03/31/2020
Front Row Advisors LLC155$4 03/31/2020
     IBDO155$4 03/31/2020
BlackRock Inc.130$3 03/31/2020
     IBDO130$3 03/31/2020
FMR LLC1$0 03/31/2020
     IBDO1$0 03/31/2020
Sofos Investments Inc.2$0 03/31/2020
     IBDO2$0 03/31/2020

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

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