HoldingsChannel.com
Funds Holding IBDQ
HolderAmountPosition Size
($ in 1000's)
 As of
Capital Advisors Inc. OK2,229,206$60,813 06/30/2020
     IBDQ2,229,206$60,813 06/30/2020
Aptus Capital Advisors LLC1,674,606$45,071 06/30/2020
     IBDQ1,674,606$45,071 06/30/2020
Bank of America Corp DE1,459,330$39,373 06/30/2020
     IBDQ1,459,330$39,373 06/30/2020
Morgan Stanley1,257,082$33,916 06/30/2020
     IBDQ1,257,082$33,916 06/30/2020
Capital Investment Advisors LLC1,185,332$31,980 06/30/2020
     IBDQ1,185,332$31,980 06/30/2020
Wells Fargo & Company MN740,599$19,981 06/30/2020
     IBDQ740,599$19,981 06/30/2020
RVW Wealth LLC552,416$14,904 06/30/2020
     IBDQ552,416$14,904 06/30/2020
Sigma Investment Counselors Inc.529,104$14,275 06/30/2020
     IBDQ529,104$14,275 06/30/2020
UBS Group AG471,189$12,713 06/30/2020
     IBDQ471,189$12,713 06/30/2020
Trust Co of Kansas432,806$11,677 06/30/2020
     IBDQ432,806$11,677 06/30/2020
CENTRAL TRUST Co349,666$9,434 06/30/2020
     IBDQ349,666$9,434 06/30/2020
Raymond James Financial Services Advisors Inc.342,505$9,241 06/30/2020
     IBDQ342,505$9,241 06/30/2020
US Bancorp DE323,916$8,740 06/30/2020
     IBDQ323,916$8,740 06/30/2020
Tlwm310,053$8,367 06/30/2020
     IBDQ310,053$8,367 06/30/2020
Gateway Advisory LLC291,973$7,877 06/30/2020
     IBDQ291,973$7,877 06/30/2020
Ameriprise Financial Inc.271,971$7,371 06/30/2020
     IBDQ271,971$7,371 06/30/2020
Commonwealth Equity Services LLC238,501$6,434 06/30/2020
     IBDQ238,501$6,434 06/30/2020
LPL Financial LLC219,316$5,917 06/30/2020
     IBDQ219,316$5,917 06/30/2020
Royal Bank of Canada210,269$5,673 06/30/2020
     IBDQ210,269$5,673 06/30/2020
Godsey & Gibb Associates174,005$4,695 06/30/2020
     IBDQ174,005$4,695 06/30/2020
Janney Montgomery Scott LLC165,592$4,468 06/30/2020
     IBDQ165,592$4,468 06/30/2020
PFG Private Wealth Management LLC161,287$4,352 06/30/2020
     IBDQ161,287$4,352 06/30/2020
Sandy Spring Bank149,685$4,039 06/30/2020
     IBDQ149,685$4,039 06/30/2020
Day & Ennis LLC135,185$3,647 06/30/2020
     IBDQ135,185$3,647 06/30/2020
Raymond James & Associates132,136$3,565 06/30/2020
     IBDQ132,136$3,565 06/30/2020
Signature Wealth Management Group119,850$3,234 06/30/2020
     IBDQ119,850$3,234 06/30/2020
Krilogy Financial LLC117,736$3,177 06/30/2020
     IBDQ117,736$3,177 06/30/2020
United Capital Financial Advisers LLC117,609$3,173 06/30/2020
     IBDQ117,609$3,173 06/30/2020
Mariner LLC109,392$2,951 06/30/2020
     IBDQ109,392$2,951 06/30/2020
Jane Street Group LLC108,597$2,930 06/30/2020
     IBDQ108,597$2,930 06/30/2020
Envestnet Asset Management Inc.107,503$2,900 06/30/2020
     IBDQ107,503$2,900 06/30/2020
Bank of New York Mellon Corp96,725$2,610 06/30/2020
     IBDQ96,725$2,610 06/30/2020
Estate Counselors LLC92,950$2,507 06/30/2020
     IBDQ92,950$2,507 06/30/2020
Praetorian Wealth Management Inc.83,053$2,241 06/30/2020
     IBDQ83,053$2,241 06/30/2020
Capital One Financial Corp81,214$2,191 06/30/2020
     IBDQ81,214$2,191 06/30/2020
Sound View Wealth Advisors Group LLC75,643$2,041 06/30/2020
     IBDQ75,643$2,041 06/30/2020
Truist Financial Corp74,773$2,018 06/30/2020
     IBDQ74,773$2,018 06/30/2020
Wrapmanager Inc.71,146$1,920 06/30/2020
     IBDQ71,146$1,920 06/30/2020
Matthew Goff Investment Advisor LLC69,174$1,866 06/30/2020
     IBDQ69,174$1,866 06/30/2020
FinTrust Capital Advisors LLC66,757$1,801 06/30/2020
     IBDQ66,757$1,801 06/30/2020
Peloton Wealth Strategists63,000$1,700 06/30/2020
     IBDQ63,000$1,700 06/30/2020
Advisor Group Holdings Inc.55,026$1,486 06/30/2020
     IBDQ55,026$1,486 06/30/2020
NovaPoint Capital LLC54,457$1,469 06/30/2020
     IBDQ54,457$1,469 06/30/2020
Archford Capital Strategies LLC53,555$1,445 06/30/2020
     IBDQ53,555$1,445 06/30/2020
Lyell Wealth Management LP46,675$1,259 06/30/2020
     IBDQ46,675$1,259 06/30/2020
Stokes Family Office LLC46,550$1,256 06/30/2020
     IBDQ46,550$1,256 06/30/2020
Exchange Capital Management Inc.45,809$1,236 06/30/2020
     IBDQ45,809$1,236 06/30/2020
Susquehanna International Group LLP44,779$1,208 06/30/2020
     IBDQ44,779$1,208 06/30/2020
Private Advisor Group LLC43,214$1,166 06/30/2020
     IBDQ43,214$1,166 06/30/2020
Asset Dedication LLC42,583$1,149 06/30/2020
     IBDQ42,583$1,149 06/30/2020
OLD Mission Capital LLC41,349$1,116 06/30/2020
     IBDQ41,349$1,116 06/30/2020
Cetera Advisors LLC40,562$1,094 06/30/2020
     IBDQ40,562$1,094 06/30/2020
Avestar Capital LLC40,049$1,081 06/30/2020
     IBDQ40,049$1,081 06/30/2020
First Fiduciary Investment Counsel Inc.3,870$1,044 06/30/2020
     IBDQ3,870$1,044 06/30/2020
Benjamin F. Edwards & Company Inc.36,814$993 06/30/2020
     IBDQ36,814$993 06/30/2020
Cliftonlarsonallen Wealth Advisors LLC36,699$990 06/30/2020
     IBDQ36,699$990 06/30/2020
Pacitti Group Inc.34,111$928 06/30/2020
     IBDQ34,111$928 06/30/2020
Fulton Breakefield Broenniman LLC33,055$892 06/30/2020
     IBDQ33,055$892 06/30/2020
Pineno Levin & Ford Asset Management Inc.32,650$881 06/30/2020
     IBDQ32,650$881 06/30/2020
Captrust Financial Advisors30,801$832 06/30/2020
     IBDQ30,801$832 06/30/2020
Fieldpoint Private Securities LLC29,000$782 06/30/2020
     IBDQ29,000$782 06/30/2020
Murphy Middleton Hinkle & Parker Inc.28,008$756 06/30/2020
     IBDQ28,008$756 06/30/2020
Lee Financial Co27,221$734 06/30/2020
     IBDQ27,221$734 06/30/2020
HighTower Advisors LLC25,878$696 06/30/2020
     IBDQ25,878$696 06/30/2020
Stifel Financial Corp22,249$600 06/30/2020
     IBDQ22,249$600 06/30/2020
Amussen Hunsaker Associates LLC21,520$581 06/30/2020
     IBDQ21,520$581 06/30/2020
BKD Wealth Advisors LLC21,199$572 06/30/2020
     IBDQ21,199$572 06/30/2020
Jackson Hole Capital Partners LLC20,125$543 06/30/2020
     IBDQ20,125$543 06/30/2020
Benjamin Edwards Inc.19,682$531 06/30/2020
     IBDQ19,682$531 06/30/2020
Mercer Global Advisors Inc. ADV19,016$513 06/30/2020
     IBDQ19,016$513 06/30/2020
Dearborn Partners LLC18,890$510 06/30/2020
     IBDQ18,890$510 06/30/2020
Covington Investment Advisors Inc.18,750$506 06/30/2020
     IBDQ18,750$506 06/30/2020
EP Wealth Advisors LLC0$462 06/30/2020
     IBDQ0$462 06/30/2020
Honkamp Krueger Financial Services Inc.16,796$453 06/30/2020
     IBDQ16,796$453 06/30/2020
Associated Banc Corp16,165$436 06/30/2020
     IBDQ16,165$436 06/30/2020
Beacon Pointe Advisors LLC15,820$427 06/30/2020
     IBDQ15,820$427 06/30/2020
Cambridge Investment Research Advisors Inc.15,366$415 06/30/2020
     IBDQ15,366$415 06/30/2020
Trust Co. of Virginia VA15,085$407 06/30/2020
     IBDQ15,085$407 06/30/2020
BerganKDV Wealth Management LLC13,263$358 06/30/2020
     IBDQ13,263$358 06/30/2020
DAVENPORT & Co LLC13,000$351 06/30/2020
     IBDQ13,000$351 06/30/2020
Northwestern Mutual Wealth Management Co.12,605$340 06/30/2020
     IBDQ12,605$340 06/30/2020
E&G Advisors LP12,500$337 06/30/2020
     IBDQ12,500$337 06/30/2020
FCG Advisors LLC12,188$329 06/30/2020
     IBDQ12,188$329 06/30/2020
Cypress Wealth Services LLC12,136$327 06/30/2020
     IBDQ12,136$327 06/30/2020
Wolf Group Capital Advisors11,428$308 06/30/2020
     IBDQ11,428$308 06/30/2020
Quest Capital Management Inc. ADV10,985$296 06/30/2020
     IBDQ10,985$296 06/30/2020
Ritholtz Wealth Management10,950$295 06/30/2020
     IBDQ10,950$295 06/30/2020
Segment Wealth Management LLC10,700$289 06/30/2020
     IBDQ10,700$289 06/30/2020
Roble Belko & Company Inc10,584$286 06/30/2020
     IBDQ10,584$286 06/30/2020
PNC Financial Services Group Inc.10,265$277 06/30/2020
     IBDQ10,265$277 06/30/2020
Andesa Financial Management Inc.10,100$272 06/30/2020
     IBDQ10,100$272 06/30/2020
Mather Group LLC.9,991$270 06/30/2020
     IBDQ9,991$270 06/30/2020
Kathmere Capital Management LLC9,806$265 06/30/2020
     IBDQ9,806$265 06/30/2020
Regions Financial Corp9,565$258 06/30/2020
     IBDQ9,565$258 06/30/2020
Strategic Wealth Partners Group LLC9,225$249 06/30/2020
     IBDQ9,225$249 06/30/2020
Kovitz Investment Group Partners LLC8,280$223 06/30/2020
     IBDQ8,280$223 06/30/2020
Laurel Wealth Advisors LLC4,950$134 06/30/2020
     IBDQ4,950$134 06/30/2020
Patriot Investment Management Inc.4,975$134 06/30/2020
     IBDQ4,975$134 06/30/2020
Cetera Advisor Networks LLC4,744$128 06/30/2020
     IBDQ4,744$128 06/30/2020
Arrow Financial Corp4,074$110 06/30/2020
     IBDQ4,074$110 06/30/2020
MCF Advisors LLC3,716$100 06/30/2020
     IBDQ3,716$100 06/30/2020
First National Bank of South Miami3,614$98 06/30/2020
     IBDQ3,614$98 06/30/2020
JPMorgan Chase & Co.3,546$96 06/30/2020
     IBDQ3,546$96 06/30/2020
Front Row Advisors LLC3,445$93 06/30/2020
     IBDQ3,445$93 06/30/2020
Knights of Columbus Asset Advisors LLC3,050$82 06/30/2020
     IBDQ3,050$82 06/30/2020
AlphaMark Advisors LLC2,100$57 06/30/2020
     IBDQ2,100$57 06/30/2020
Proequities Inc.1,842$50 06/30/2020
     IBDQ1,842$50 06/30/2020
IFP Advisors Inc1,729$47 06/30/2020
     IBDQ1,729$47 06/30/2020
Norway Savings Bank1,725$47 06/30/2020
     IBDQ1,725$47 06/30/2020
Steward Partners Investment Advisory LLC1,569$42 06/30/2020
     IBDQ1,569$42 06/30/2020
Pinnacle Bank1,060$29 06/30/2020
     IBDQ1,060$29 06/30/2020
Sowell Financial Services LLC1,003$27 06/30/2020
     IBDQ1,003$27 06/30/2020
Citigroup Inc.916$25 06/30/2020
     IBDQ916$25 06/30/2020
Coastal Capital Group Inc.677$18 06/30/2020
     IBDQ677$18 06/30/2020
CWM LLC443$12 06/30/2020
     IBDQ443$12 06/30/2020
Clean Yield Group298$8 06/30/2020
     IBDQ298$8 06/30/2020
Quadrant Capital Group LLC258$7 06/30/2020
     IBDQ258$7 06/30/2020
Cabana LLC84$2 06/30/2020
     IBDQ84$2 06/30/2020
BlackRock Inc.45$1 06/30/2020
     IBDQ45$1 06/30/2020

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

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