HoldingsChannel.com
Funds Holding IBDQ

On this page, we present all of the funds holding IBDQ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IBDQ, with a link to that fund's top holdings. The next columns indicate the amount of IBDQ stock held by each of the funds holding IBDQ, followed by the IBDQ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 241 funds holding IBDQ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding IBDQ), click the fund name in the "Holder" column of the funds-holding-IBDQ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE5,803,050$141,130 12/31/2022
     IBDQ5,803,050$141,130 12/31/2022
UBS Group AG3,390,377$82,454 12/31/2022
     IBDQ3,390,377$82,454 12/31/2022
Capital Advisors Inc. OK2,512,605$61,107 12/31/2022
     IBDQ2,512,605$61,107 12/31/2022
Morgan Stanley2,064,662$50,213 12/31/2022
     IBDQ2,064,662$50,213 12/31/2022
Wells Fargo & Company MN1,920,250$46,700 12/31/2022
     IBDQ1,920,250$46,700 12/31/2022
LPL Financial LLC1,538,729$37,422 12/31/2022
     IBDQ1,538,729$37,422 12/31/2022
Ameriprise Financial Inc.1,431,355$34,822 12/31/2022
     IBDQ1,431,355$34,822 12/31/2022
US Bancorp DE1,371,370$33,352 12/31/2022
     IBDQ1,371,370$33,352 12/31/2022
Summitry LLC1,313,019$31,933 12/31/2022
     IBDQ1,313,019$31,933 12/31/2022
Raymond James Financial Services Advisors Inc.1,260,171$30,647 12/31/2022
     IBDQ1,260,171$30,647 12/31/2022
Mercer Global Advisors Inc. ADV1,156,292$28,121 12/31/2022
     IBDQ1,156,292$28,121 12/31/2022
Sigma Investment Counselors Inc.1,044,973$25,414 12/31/2022
     IBDQ1,044,973$25,414 12/31/2022
Envestnet Asset Management Inc.1,030,060$25,051 12/31/2022
     IBDQ1,030,060$25,051 12/31/2022
CORDA Investment Management LLC.970,218$23,596 12/31/2022
     IBDQ970,218$23,596 12/31/2022
Royal Bank of Canada820,523$19,955 12/31/2022
     IBDQ820,523$19,955 12/31/2022
RVW Wealth LLC817,969$19,893 12/31/2022
     IBDQ817,969$19,893 12/31/2022
Advisors Capital Management LLC762,874$18,553 12/31/2022
     IBDQ762,874$18,553 12/31/2022
HighTower Advisors LLC661,421$16,087 12/31/2022
     IBDQ661,421$16,087 12/31/2022
Gateway Advisory LLC660,854$16,072 12/31/2022
     IBDQ660,854$16,072 12/31/2022
CENTRAL TRUST Co547,606$13,318 12/31/2022
     IBDQ547,606$13,318 12/31/2022
MV Capital Management Inc.523,692$12,736 12/31/2022
     IBDQ523,692$12,736 12/31/2022
Woodmont Investment Counsel LLC512,531$12,465 12/31/2022
     IBDQ512,531$12,465 12/31/2022
GWM Advisors LLC964,597$12,350 12/31/2022
     IBDQ964,597$12,350 12/31/2022
Summit Asset Management LLC499,710$12,153 12/31/2022
     IBDQ499,710$12,153 12/31/2022
Sound View Wealth Advisors Group LLC478,739$11,643 12/31/2022
     IBDQ478,739$11,643 12/31/2022
Jane Street Group LLC465,980$11,333 12/31/2022
     IBDQ465,980$11,333 12/31/2022
Capital Investment Advisors LLC464,256$11,291 12/31/2022
     IBDQ464,256$11,291 12/31/2022
Stratos Wealth Partners LTD.448,397$10,905 12/31/2022
     IBDQ448,397$10,905 12/31/2022
MCF Advisors LLC444,834$10,818 12/31/2022
     IBDQ444,834$10,818 12/31/2022
Commonwealth Equity Services LLC433,570$10,544 12/31/2022
     IBDQ433,570$10,544 12/31/2022
Raymond James & Associates419,835$10,210 12/31/2022
     IBDQ419,835$10,210 12/31/2022
Windsor Capital Management LLC417,829$10,162 12/31/2022
     IBDQ417,829$10,162 12/31/2022
Royal Harbor Partners LLC398,166$9,683 12/31/2022
     IBDQ398,166$9,683 12/31/2022
WJ Wealth Management LLC378,946$9,216 12/31/2022
     IBDQ378,946$9,216 12/31/2022
Richard P Slaughter Associates Inc372,044$9,048 12/31/2022
     IBDQ372,044$9,048 12/31/2022
Advisor Group Holdings Inc.351,200$8,541 12/31/2022
     IBDQ351,200$8,541 12/31/2022
IMA Wealth Inc.347,719$8,457 12/31/2022
     IBDQ347,719$8,457 12/31/2022
Buffington Mohr McNeal334,412$8,133 12/31/2022
     IBDQ334,412$8,133 12/31/2022
Arrow Financial Corp320,924$7,805 12/31/2022
     IBDQ320,924$7,805 12/31/2022
Benjamin F. Edwards & Company Inc.299,595$7,286 12/31/2022
     IBDQ299,595$7,286 12/31/2022
PFG Private Wealth Management LLC294,943$7,173 12/31/2022
     IBDQ294,943$7,173 12/31/2022
Stifel Financial Corp285,795$6,951 12/31/2022
     IBDQ285,795$6,951 12/31/2022
Fulton Breakefield Broenniman LLC276,040$6,713 12/31/2022
     IBDQ276,040$6,713 12/31/2022
Tlwm274,573$6,678 12/31/2022
     IBDQ274,573$6,678 12/31/2022
Janney Montgomery Scott LLC268,549$6,531 12/31/2022
     IBDQ268,549$6,531 12/31/2022
Wick Capital Partners LLC260,029$6,324 12/31/2022
     IBDQ260,029$6,324 12/31/2022
Hamel Associates Inc.253,869$6,174 12/31/2022
     IBDQ253,869$6,174 12/31/2022
Peloton Wealth Strategists219,800$5,346 12/31/2022
     IBDQ219,800$5,346 12/31/2022
Lyell Wealth Management LP219,494$5,338 12/31/2022
     IBDQ219,494$5,338 12/31/2022
Aviance Capital Partners LLC219,177$5,330 12/31/2022
     IBDQ219,177$5,330 12/31/2022
IFP Advisors Inc213,790$5,131 12/31/2022
     IBDQ213,790$5,131 12/31/2022
FinTrust Capital Advisors LLC208,875$5,080 12/31/2022
     IBDQ208,875$5,080 12/31/2022
Sandy Spring Bank206,828$5,030 12/31/2022
     IBDQ206,828$5,030 12/31/2022
Leavell Investment Management Inc.205,229$4,991 12/31/2022
     IBDQ205,229$4,991 12/31/2022
Mariner LLC204,427$4,972 12/31/2022
     IBDQ204,427$4,972 12/31/2022
Signature Wealth Management Group201,346$4,897 12/31/2022
     IBDQ201,346$4,897 12/31/2022
Iron Financial LLC190,422$4,631 12/31/2022
     IBDQ190,422$4,631 12/31/2022
Cribstone Capital Management LLC184,733$4,493 12/31/2022
     IBDQ184,733$4,493 12/31/2022
Beacon Pointe Advisors LLC183,005$4,451 12/31/2022
     IBDQ183,005$4,451 12/31/2022
Glenview Trust Co182,686$4,443 12/31/2022
     IBDQ182,686$4,443 12/31/2022
Miracle Mile Advisors LLC181,670$4,418 12/31/2022
     IBDQ181,670$4,418 12/31/2022
Praetorian Wealth Management Inc.179,088$4,355 12/31/2022
     IBDQ179,088$4,355 12/31/2022
Northwestern Mutual Wealth Management Co.176,100$4,283 12/31/2022
     IBDQ176,100$4,283 12/31/2022
Allworth Financial LP174,040$4,233 12/31/2022
     IBDQ174,040$4,233 12/31/2022
Houlihan Financial Resource Group Ltd.172,660$4,214 12/31/2022
     IBDQ172,660$4,214 12/31/2022
Truist Financial Corp171,528$4,172 12/31/2022
     IBDQ171,528$4,172 12/31/2022
Captrust Financial Advisors170,409$4,144 12/31/2022
     IBDQ170,409$4,144 12/31/2022
169,766$4,129 12/31/2022
     IBDQ169,766$4,129 12/31/2022
Strid Group LLC154,403$3,755 12/31/2022
     IBDQ154,403$3,755 12/31/2022
Keeler Thomas Management LLC152,245$3,703 12/31/2022
     IBDQ152,245$3,703 12/31/2022
Garrett Investment Advisors LLC150,123$3,651 12/31/2022
     IBDQ150,123$3,651 12/31/2022
Creative Planning145,303$3,534 12/31/2022
     IBDQ145,303$3,534 12/31/2022
Guidance Point Advisors LLC145,172$3,531 12/31/2022
     IBDQ145,172$3,531 12/31/2022
Foundation Wealth Management LLC140,261$3,411 12/31/2022
     IBDQ140,261$3,411 12/31/2022
United Capital Financial Advisers LLC137,720$3,349 12/31/2022
     IBDQ137,720$3,349 12/31/2022
Kesler Norman & Wride LLC131,869$3,207 12/31/2022
     IBDQ131,869$3,207 12/31/2022
Ritholtz Wealth Management130,649$3,177 12/31/2022
     IBDQ130,649$3,177 12/31/2022
InterOcean Capital Group LLC128,179$3,117 12/31/2022
     IBDQ128,179$3,117 12/31/2022
4Thought Financial Group Inc.127,647$3,104 12/31/2022
     IBDQ127,647$3,104 12/31/2022
Associated Banc Corp122,474$2,979 12/31/2022
     IBDQ122,474$2,979 12/31/2022
Virginia Wealth Management Group Inc.120,140$2,922 12/31/2022
     IBDQ120,140$2,922 12/31/2022
OLD Mission Capital LLC119,685$2,911 12/31/2022
     IBDQ119,685$2,911 12/31/2022
Laurel Wealth Advisors LLC114,605$2,787 12/31/2022
     IBDQ114,605$2,787 12/31/2022
Sonata Capital Group Inc.97,529$2,372 12/31/2022
     IBDQ97,529$2,372 12/31/2022
Bank of New York Mellon Corp94,030$2,287 12/31/2022
     IBDQ94,030$2,287 12/31/2022
Maltin Wealth Management Inc.93,125$2,265 12/31/2022
     IBDQ93,125$2,265 12/31/2022
Centric Wealth Management90,951$2,212 12/31/2022
     IBDQ90,951$2,212 12/31/2022
Hallmark Capital Management Inc.90,223$2,194 12/31/2022
     IBDQ90,223$2,194 12/31/2022
First Fiduciary Investment Counsel Inc.89,120$2,167 12/31/2022
     IBDQ89,120$2,167 12/31/2022
Platte River Wealth Advisors LLC87,996$2,140 12/31/2022
     IBDQ87,996$2,140 12/31/2022
Cambridge Investment Research Advisors Inc.87,409$2,126 12/31/2022
     IBDQ87,409$2,126 12/31/2022
Droms Strauss Advisors Inc. MO ADV86,003$2,093 12/31/2022
     IBDQ86,003$2,093 12/31/2022
Mission Creek Capital Partners Inc.84,582$2,057 12/31/2022
     IBDQ84,582$2,057 12/31/2022
Meitav Dash Investments Ltd.84,513$2,050 12/31/2022
     IBDQ84,513$2,050 12/31/2022
Wrapmanager Inc.84,270$2,049 12/31/2022
     IBDQ84,270$2,049 12/31/2022
Cliftonlarsonallen Wealth Advisors LLC79,842$1,942 12/31/2022
     IBDQ79,842$1,942 12/31/2022
Renaissance Technologies LLC77,717$1,890 12/31/2022
     IBDQ77,717$1,890 12/31/2022
JPMorgan Chase & Co.73,260$1,782 12/31/2022
     IBDQ73,260$1,782 12/31/2022
Godsey & Gibb Associates72,911$1,773 12/31/2022
     IBDQ72,911$1,773 12/31/2022
Kestra Advisory Services LLC72,699$1,768 12/31/2022
     IBDQ72,699$1,768 12/31/2022
SageView Advisory Group LLC66,765$1,624 12/31/2022
     IBDQ66,765$1,624 12/31/2022
Cornell Pochily Investment Advisors Inc.66,317$1,613 12/31/2022
     IBDQ66,317$1,613 12/31/2022
Archford Capital Strategies LLC63,539$1,545 12/31/2022
     IBDQ63,539$1,545 12/31/2022
Northstar Group Inc.61,715$1,501 12/31/2022
     IBDQ61,715$1,501 12/31/2022
Krilogy Financial LLC58,022$1,411 12/31/2022
     IBDQ58,022$1,411 12/31/2022
Redwood Financial Network Corp56,711$1,379 12/31/2022
     IBDQ56,711$1,379 12/31/2022
American Money Management LLC56,188$1,366 12/31/2022
     IBDQ56,188$1,366 12/31/2022
Integrated Wealth Concepts LLC54,599$1,328 12/31/2022
     IBDQ54,599$1,328 12/31/2022
Asset Dedication LLC52,757$1,278 12/31/2022
     IBDQ52,757$1,278 12/31/2022
Northwest Bancshares Inc.49,582$1,206 12/31/2022
     IBDQ49,582$1,206 12/31/2022
American Portfolios Advisors48,006$1,158 09/30/2022
     IBDQ48,006$1,158 09/30/2022
MML Investors Services LLC46,976$1,142 12/31/2022
     IBDQ46,976$1,142 12/31/2022
Newman Dignan & Sheerar Inc.46,459$1,130 12/31/2022
     IBDQ46,459$1,130 12/31/2022
Coldstream Capital Management Inc.45,754$1,113 12/31/2022
     IBDQ45,754$1,113 12/31/2022
Masso Torrence Wealth Management Inc.44,553$1,084 12/31/2022
     IBDQ44,553$1,084 12/31/2022
Exchange Capital Management Inc.44,032$1,071 12/31/2022
     IBDQ44,032$1,071 12/31/2022
Day & Ennis LLC43,586$1,060 12/31/2022
     IBDQ43,586$1,060 12/31/2022
Cary Street Partners Investment Advisory LLC43,451$1,057 12/31/2022
     IBDQ43,451$1,057 12/31/2022
Baltimore Washington Financial Advisors Inc.43,150$1,049 12/31/2022
     IBDQ43,150$1,049 12/31/2022
NovaPoint Capital LLC42,290$1,028 12/31/2022
     IBDQ42,290$1,028 12/31/2022
Harbor Investment Advisory LLC38,561$938 12/31/2022
     IBDQ38,561$938 12/31/2022
BerganKDV Wealth Management LLC38,237$930 12/31/2022
     IBDQ38,237$930 12/31/2022
Cetera Advisors LLC37,848$920 12/31/2022
     IBDQ37,848$920 12/31/2022
Belpointe Asset Management LLC37,285$907 12/31/2022
     IBDQ37,285$907 12/31/2022
Rockefeller Capital Management L.P.36,481$887 12/31/2022
     IBDQ36,481$887 12/31/2022
Ironwood Financial llc34,702$844 12/31/2022
     IBDQ34,702$844 12/31/2022
Blue Square Asset Management LLC34,717$844 12/31/2022
     IBDQ34,717$844 12/31/2022
CFS Investment Advisory Services LLC34,327$835 12/31/2022
     IBDQ34,327$835 12/31/2022
Stokes Family Office LLC34,000$827 12/31/2022
     IBDQ34,000$827 12/31/2022
Murphy Middleton Hinkle & Parker Inc.33,855$823 12/31/2022
     IBDQ33,855$823 12/31/2022
Covington Investment Advisors Inc.33,622$818 12/31/2022
     IBDQ33,622$818 12/31/2022
Great Valley Advisor Group Inc.33,206$808 12/31/2022
     IBDQ33,206$808 12/31/2022
Segment Wealth Management LLC32,493$790 12/31/2022
     IBDQ32,493$790 12/31/2022
Safeguard Financial LLC32,412$788 12/31/2022
     IBDQ32,412$788 12/31/2022
Treynor Bancshares Inc.29,746$723 12/31/2022
     IBDQ29,746$723 12/31/2022
4J Wealth Management LLC28,004$681 12/31/2022
     IBDQ28,004$681 12/31/2022
Arcadia Investment Management Corp MI27,850$677 12/31/2022
     IBDQ27,850$677 12/31/2022
Sigma Planning Corp27,213$662 12/31/2022
     IBDQ27,213$662 12/31/2022
Regions Financial Corp26,110$635 12/31/2022
     IBDQ26,110$635 12/31/2022
Dorsey & Whitney Trust CO LLC26,000$632 12/31/2022
     IBDQ26,000$632 12/31/2022
Stephens Inc. AR25,290$615 12/31/2022
     IBDQ25,290$615 12/31/2022
Kistler Tiffany Companies LLC25,100$610 12/31/2022
     IBDQ25,100$610 12/31/2022
Princeton Global Asset Management LLC24,813$603 12/31/2022
     IBDQ24,813$603 12/31/2022
First National Trust Co24,500$596 12/31/2022
     IBDQ24,500$596 12/31/2022
BKD Wealth Advisors LLC23,975$583 12/31/2022
     IBDQ23,975$583 12/31/2022
Benjamin Edwards Inc.23,838$580 12/31/2022
     IBDQ23,838$580 12/31/2022
Jackson Hole Capital Partners LLC23,170$563 12/31/2022
     IBDQ23,170$563 12/31/2022
Geneva Partners LLC22,924$558 12/31/2022
     IBDQ22,924$558 12/31/2022
Dakota Wealth Management22,700$552 12/31/2022
     IBDQ22,700$552 12/31/2022
Oppenheimer & Co. Inc.20,224$492 12/31/2022
     IBDQ20,224$492 12/31/2022
Madden Advisory Services Inc.19,603$477 12/31/2022
     IBDQ19,603$477 12/31/2022
Atwater Malick LLC19,343$470 12/31/2022
     IBDQ19,343$470 12/31/2022
Gould Asset Management LLC CA19,235$468 12/31/2022
     IBDQ19,235$468 12/31/2022
Roble Belko & Company Inc18,840$458 12/31/2022
     IBDQ18,840$458 12/31/2022
Element Wealth LLC18,828$458 12/31/2022
     IBDQ18,828$458 12/31/2022
Sunbelt Securities Inc.18,796$457 12/31/2022
     IBDQ18,796$457 12/31/2022
Wells Financial Advisors INC18,710$455 12/31/2022
     IBDQ18,710$455 12/31/2022
Steward Partners Investment Advisory LLC18,674$454 12/31/2022
     IBDQ18,674$454 12/31/2022
Venture Visionary Partners LLC17,340$422 12/31/2022
     IBDQ17,340$422 12/31/2022
Patriot Investment Management Inc.16,850$414 12/31/2022
     IBDQ16,850$414 12/31/2022
Avantax Advisory Services Inc.16,795$408 12/31/2022
     IBDQ16,795$408 12/31/2022
Valley National Advisers Inc.16,590$406 12/31/2022
     IBDQ16,590$406 12/31/2022
Honkamp Krueger Financial Services Inc.16,634$405 12/31/2022
     IBDQ16,634$405 12/31/2022
Matthew Goff Investment Advisor LLC16,518$402 12/31/2022
     IBDQ16,518$402 12/31/2022
Cetera Advisor Networks LLC16,316$397 12/31/2022
     IBDQ16,316$397 12/31/2022
First Interstate Bank16,135$392 12/31/2022
     IBDQ16,135$392 12/31/2022
Ameritas Advisory Services LLC15,952$388 12/31/2022
     IBDQ15,952$388 12/31/2022
Kathmere Capital Management LLC15,663$381 12/31/2022
     IBDQ15,663$381 12/31/2022
Chesley Taft & Associates LLC15,600$379 12/31/2022
     IBDQ15,600$379 12/31/2022
Gluskin Sheff & Assoc Inc.15,373$374 12/31/2022
     IBDQ15,373$374 12/31/2022
Bramshill Investments LLC15,347$373 12/31/2022
     IBDQ15,347$373 12/31/2022
Global Retirement Partners LLC15,144$368 12/31/2022
     IBDQ15,144$368 12/31/2022
Mutual Advisors LLC14,063$342 12/31/2022
     IBDQ14,063$342 12/31/2022
Conrad Siegel Investment Advisors Inc.13,918$338 12/31/2022
     IBDQ13,918$338 12/31/2022
Moors & Cabot Inc.13,395$326 12/31/2022
     IBDQ13,395$326 12/31/2022
Robertson Stephens Wealth Management LLC12,992$316 12/31/2022
     IBDQ12,992$316 12/31/2022
Cypress Wealth Services LLC12,870$313 12/31/2022
     IBDQ12,870$313 12/31/2022
Swmg LLC12,859$313 12/31/2022
     IBDQ12,859$313 12/31/2022
Bank of New Hampshire12,805$311 12/31/2022
     IBDQ12,805$311 12/31/2022
E&G Advisors LP12,500$304 12/31/2022
     IBDQ12,500$304 12/31/2022
Waterford Advisors LLC12,323$300 12/31/2022
     IBDQ12,323$300 12/31/2022
Strategic Wealth Partners Group LLC12,129$294 12/31/2022
     IBDQ12,129$294 12/31/2022
Horizons Wealth Management11,977$291 12/31/2022
     IBDQ11,977$291 12/31/2022
Kovitz Investment Group Partners LLC11,932$290 12/31/2022
     IBDQ11,932$290 12/31/2022
Citadel Advisors LLC11,887$289 12/31/2022
     IBDQ11,887$289 12/31/2022
Cassia Capital Partners LLC11,582$282 12/31/2022
     IBDQ11,582$282 12/31/2022
Trust Co. of Virginia VA11,350$276 12/31/2022
     IBDQ11,350$276 12/31/2022
Journey Advisory Group LLC11,250$274 12/31/2022
     IBDQ11,250$274 12/31/2022
Azimuth Capital Investment Management LLC11,000$268 12/31/2022
     IBDQ11,000$268 12/31/2022
AlphaCore Capital LLC10,700$260 12/31/2022
     IBDQ10,700$260 12/31/2022
Kingsview Wealth Management LLC10,590$258 12/31/2022
     IBDQ10,590$258 12/31/2022
Cetera Investment Advisers10,173$247 12/31/2022
     IBDQ10,173$247 12/31/2022
Wolf Group Capital Advisors10,077$245 12/31/2022
     IBDQ10,077$245 12/31/2022
Pinnacle Bank9,945$242 12/31/2022
     IBDQ9,945$242 12/31/2022
CLARET ASSET MANAGEMENT Corp9,875$240 12/31/2022
     IBDQ9,875$240 12/31/2022
Comprehensive Financial Consultants Institutional Inc.9,704$239 12/31/2022
     IBDQ9,704$239 12/31/2022
First National Bank of South Miami9,708$236 12/31/2022
     IBDQ9,708$236 12/31/2022
SWM Advisors9,655$233 09/30/2022
     IBDQ9,655$233 09/30/2022
Proequities Inc.9,313$226 12/31/2022
     IBDQ9,313$226 12/31/2022
Wealth Effects LLC9,187$223 12/31/2022
     IBDQ9,187$223 12/31/2022
Schmidt P J Investment Management Inc.8,997$219 12/31/2022
     IBDQ8,997$219 12/31/2022
Eldridge Investment Advisors Inc.8,960$218 12/31/2022
     IBDQ8,960$218 12/31/2022
Sargent Bickham Lagudis LLC8,401$204 12/31/2022
     IBDQ8,401$204 12/31/2022
Greenfield Savings Bank8,380$204 12/31/2022
     IBDQ8,380$204 12/31/2022
Delap Wealth Advisory LLC8,350$203 12/31/2022
     IBDQ8,350$203 12/31/2022
Oak Harbor Wealth Partners LLC7,845$191 12/31/2022
     IBDQ7,845$191 12/31/2022
Bradley & Co. Private Wealth Management LLC6,670$162 12/31/2022
     IBDQ6,670$162 12/31/2022
CWM LLC5,979$145 12/31/2022
     IBDQ5,979$145 12/31/2022
Front Row Advisors LLC5,945$145 12/31/2022
     IBDQ5,945$145 12/31/2022
Harbour Investments Inc.5,548$135 12/31/2022
     IBDQ5,548$135 12/31/2022
Addison Advisors LLC5,465$133 12/31/2022
     IBDQ5,465$133 12/31/2022
Horan Securities Inc.5,441$132 12/31/2022
     IBDQ5,441$132 12/31/2022
Vigilant Capital Management LLC4,405$107 12/31/2022
     IBDQ4,405$107 12/31/2022
Baystate Wealth Management LLC4,388$107 12/31/2022
     IBDQ4,388$107 12/31/2022
Knights of Columbus Asset Advisors LLC3,662$89 12/31/2022
     IBDQ3,662$89 12/31/2022
Private Trust Co. NA3,320$81 12/31/2022
     IBDQ3,320$81 12/31/2022
Kerntke Otto McGlone Wealth Management Group3,227$78 12/31/2022
     IBDQ3,227$78 12/31/2022
Mascoma Wealth Management LLC3,049$74 12/31/2022
     IBDQ3,049$74 12/31/2022
Deutsche Bank AG2,858$70 12/31/2022
     IBDQ2,858$70 12/31/2022
Timber Creek Capital Management LLC2,040$50 12/31/2022
     IBDQ2,040$50 12/31/2022
Geneos Wealth Management Inc.1,938$47 12/31/2022
     IBDQ1,938$47 12/31/2022
Armstrong Advisory Group Inc.1,658$40 12/31/2022
     IBDQ1,658$40 12/31/2022
Ten Capital Wealth Advisors LLC1,431$35 12/31/2022
     IBDQ1,431$35 12/31/2022
PSI Advisors LLC1,340$33 12/31/2022
     IBDQ1,340$33 12/31/2022
UMB Bank N A MO1,200$29 12/31/2022
     IBDQ1,200$29 12/31/2022
Norway Savings Bank1,200$29 12/31/2022
     IBDQ1,200$29 12/31/2022
Balentine LLC1,020$25 12/31/2022
     IBDQ1,020$25 12/31/2022
Motco970$24 12/31/2022
     IBDQ970$24 12/31/2022
New Hampshire Trust1,000$24 12/31/2022
     IBDQ1,000$24 12/31/2022
Savant Capital LLC132,132$20 12/31/2022
     IBDQ132,132$20 12/31/2022
Colonial Trust Co SC800$19 12/31/2022
     IBDQ800$19 12/31/2022
CoreCap Advisors LLC634$15 12/31/2022
     IBDQ634$15 12/31/2022
First Horizon Advisors Inc.544$13 12/31/2022
     IBDQ544$13 12/31/2022
Tyler Stone Wealth Management532$13 12/31/2022
     IBDQ532$13 12/31/2022
U.S. Capital Wealth Advisors LLC509$12 12/31/2022
     IBDQ509$12 12/31/2022
The PNC Financial Services Group Inc.465$11 12/31/2022
     IBDQ465$11 12/31/2022
Money Concepts Capital Corp354$9 12/31/2022
     IBDQ354$9 12/31/2022
AlphaMark Advisors LLC200$5 12/31/2022
     IBDQ200$5 12/31/2022
Stephens Consulting LLC191$5 12/31/2022
     IBDQ191$5 12/31/2022
BlackRock Inc.135$3 12/31/2022
     IBDQ135$3 12/31/2022
FMR LLC39$1 12/31/2022
     IBDQ39$1 12/31/2022
Huntington National Bank1$0 12/31/2022
     IBDQ1$0 12/31/2022

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

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