On this page, we present all of the funds holding IBDS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IBDS, with a link to that fund's top holdings. The next columns indicate the amount of IBDS stock held by each of the funds holding IBDS, followed by the IBDS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 286 funds holding IBDS 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 IBDS), click the fund name in the "Holder" column of the funds-holding-IBDS table below.

Holder	Amount	Position Size ($ in 1000's)	As of
Bank of America Corp DE	6,177,978	$147,839	12/31/2023
IBDS	6,177,978	$147,839	12/31/2023
Capital Advisors Inc. OK	2,815,867	$67,384	12/31/2023
IBDS	2,815,867	$67,384	12/31/2023
Morgan Stanley	2,806,449	$67,158	12/31/2023
IBDS	2,806,449	$67,158	12/31/2023
Capital Investment Advisors LLC	1,875,074	$44,627	03/31/2024
IBDS	1,875,074	$44,627	03/31/2024
Granite Bay Wealth Management LLC	1,888,167	$44,048	12/31/2023
IBDS	1,888,167	$44,048	12/31/2023
UBS Group AG	1,839,761	$44,025	12/31/2023
IBDS	1,839,761	$44,025	12/31/2023
Royal Bank of Canada	1,768,959	$42,331	12/31/2023
IBDS	1,768,959	$42,331	12/31/2023
Miracle Mile Advisors LLC	1,583,616	$37,690	03/31/2024
IBDS	1,583,616	$37,690	03/31/2024
Aptus Capital Advisors LLC	1,488,100	$35,610	12/31/2023
IBDS	1,488,100	$35,610	12/31/2023
Envestnet Asset Management Inc.	1,487,327	$35,592	12/31/2023
IBDS	1,487,327	$35,592	12/31/2023
Raymond James Financial Services Advisors Inc.	1,462,923	$35,008	12/31/2023
IBDS	1,462,923	$35,008	12/31/2023
Mercer Global Advisors Inc. ADV	1,462,216	$34,991	12/31/2023
IBDS	1,462,216	$34,991	12/31/2023
Ameriprise Financial Inc.	1,329,266	$31,658	12/31/2023
IBDS	1,329,266	$31,658	12/31/2023
GWM Advisors LLC	1,206,467	$28,803	12/31/2023
IBDS	1,206,467	$28,803	12/31/2023
LPL Financial LLC	1,194,753	$28,590	12/31/2023
IBDS	1,194,753	$28,590	12/31/2023
Woodmont Investment Counsel LLC	1,155,599	$27,503	03/31/2024
IBDS	1,155,599	$27,503	03/31/2024
Klingman & Associates LLC	1,087,895	$26,033	12/31/2023
IBDS	1,087,895	$26,033	12/31/2023
Wells Fargo & Company MN	1,044,434	$24,993	12/31/2023
IBDS	1,044,434	$24,993	12/31/2023
Truist Financial Corp	1,003,862	$24,022	12/31/2023
IBDS	1,003,862	$24,022	12/31/2023
Sigma Investment Counselors Inc.	969,538	$23,201	12/31/2023
IBDS	969,538	$23,201	12/31/2023
HighTower Advisors LLC	957,306	$22,908	12/31/2023
IBDS	957,306	$22,908	12/31/2023
Kathmere Capital Management LLC	933,361	$22,214	03/31/2024
IBDS	933,361	$22,214	03/31/2024
Advisors Capital Management LLC	815,527	$19,516	12/31/2023
IBDS	815,527	$19,516	12/31/2023
Sound View Wealth Advisors Group LLC	746,143	$17,855	12/31/2023
IBDS	746,143	$17,855	12/31/2023
RVW Wealth LLC	716,830	$17,061	03/31/2024
IBDS	716,830	$17,061	03/31/2024
US Bancorp DE	670,181	$16,037	12/31/2023
IBDS	670,181	$16,037	12/31/2023
Stifel Financial Corp	577,657	$13,823	12/31/2023
IBDS	577,657	$13,823	12/31/2023
Gateway Advisory LLC	538,017	$12,875	12/31/2023
IBDS	538,017	$12,875	12/31/2023
MV Capital Management Inc.	533,043	$12,686	03/31/2024
IBDS	533,043	$12,686	03/31/2024
Arrow Financial Corp	514,589	$12,314	12/31/2023
IBDS	514,589	$12,314	12/31/2023
Hengehold Capital Management LLC	515,779	$12,276	03/31/2024
IBDS	515,779	$12,276	03/31/2024
Commonwealth Equity Services LLC	506,160	$12,112	12/31/2023
IBDS	506,160	$12,112	12/31/2023
Lido Advisors LLC	495,341	$11,854	12/31/2023
IBDS	495,341	$11,854	12/31/2023
Venture Visionary Partners LLC	469,888	$11,244	12/31/2023
IBDS	469,888	$11,244	12/31/2023
Raymond James & Associates	451,930	$10,815	12/31/2023
IBDS	451,930	$10,815	12/31/2023
Keeler Thomas Management LLC	378,207	$9,050	12/31/2023
IBDS	378,207	$9,050	12/31/2023
WJ Wealth Management LLC	372,622	$8,868	03/31/2024
IBDS	372,622	$8,868	03/31/2024
CWM LLC	369,852	$8,802	03/31/2024
IBDS	369,852	$8,802	03/31/2024
Snowden Capital Advisors LLC	354,661	$8,487	12/31/2023
IBDS	354,661	$8,487	12/31/2023
PFG Private Wealth Management LLC	333,004	$7,969	12/31/2023
IBDS	333,004	$7,969	12/31/2023
Commonwealth Financial Services LLC	327,362	$7,834	12/31/2023
IBDS	327,362	$7,834	12/31/2023
Windsor Capital Management LLC	314,906	$7,495	03/31/2024
IBDS	314,906	$7,495	03/31/2024
Hamel Associates Inc.	293,328	$7,019	12/31/2023
IBDS	293,328	$7,019	12/31/2023
Benjamin F. Edwards & Company Inc.	287,925	$6,890	12/31/2023
IBDS	287,925	$6,890	12/31/2023
Janney Montgomery Scott LLC	287,317	$6,876	12/31/2023
IBDS	287,317	$6,876	12/31/2023
Kestra Advisory Services LLC	284,667	$6,812	12/31/2023
IBDS	284,667	$6,812	12/31/2023
Peloton Wealth Strategists	274,740	$6,575	12/31/2023
IBDS	274,740	$6,575	12/31/2023
CENTRAL TRUST Co	273,335	$6,541	12/31/2023
IBDS	273,335	$6,541	12/31/2023
Platte River Wealth Advisors LLC	269,221	$6,442	12/31/2023
IBDS	269,221	$6,442	12/31/2023
Signature Wealth Management Group	255,384	$6,111	12/31/2023
IBDS	255,384	$6,111	12/31/2023
Sandy Spring Bank	228,765	$5,474	12/31/2023
IBDS	228,765	$5,474	12/31/2023
MCF Advisors LLC	218,128	$5,191	03/31/2024
IBDS	218,128	$5,191	03/31/2024
Lyell Wealth Management LP	216,270	$5,175	12/31/2023
IBDS	216,270	$5,175	12/31/2023
IFP Advisors Inc	209,775	$5,020	12/31/2023
IBDS	209,775	$5,020	12/31/2023
Howland Capital Management LLC	198,076	$4,740	12/31/2023
IBDS	198,076	$4,740	12/31/2023
Beacon Pointe Advisors LLC	192,316	$4,602	12/31/2023
IBDS	192,316	$4,602	12/31/2023
Praetorian Wealth Management Inc.	191,720	$4,563	03/31/2024
IBDS	191,720	$4,563	03/31/2024
Tlwm	183,268	$4,362	03/31/2024
IBDS	183,268	$4,362	03/31/2024
Glenview Trust Co	180,648	$4,323	12/31/2023
IBDS	180,648	$4,323	12/31/2023
Confluence Investment Management LLC	170,586	$4,060	03/31/2024
IBDS	170,586	$4,060	03/31/2024
Stratos Wealth Partners LTD.	168,819	$4,018	03/31/2024
IBDS	168,819	$4,018	03/31/2024
Robbins Farley LLC	167,935	$3,997	03/31/2024
IBDS	167,935	$3,997	03/31/2024
Kesler Norman & Wride LLC	163,114	$3,882	03/31/2024
IBDS	163,114	$3,882	03/31/2024
Captrust Financial Advisors	157,834	$3,777	12/31/2023
IBDS	157,834	$3,777	12/31/2023
Krilogy Financial LLC	156,909	$3,755	12/31/2023
IBDS	156,909	$3,755	12/31/2023
Guidance Point Advisors LLC	154,004	$3,685	12/31/2023
IBDS	154,004	$3,685	12/31/2023
Creative Planning	153,935	$3,684	12/31/2023
IBDS	153,935	$3,684	12/31/2023
4Thought Financial Group Inc.	151,860	$3,634	12/31/2023
IBDS	151,860	$3,634	12/31/2023
Houlihan Financial Resource Group Ltd.	150,148	$3,593	12/31/2023
IBDS	150,148	$3,593	12/31/2023
Advisor Group Holdings Inc.	146,947	$3,517	12/31/2023
IBDS	146,947	$3,517	12/31/2023
Allworth Financial LP	141,994	$3,398	12/31/2023
IBDS	141,994	$3,398	12/31/2023
Michael S. Ryan Inc.	141,037	$3,357	03/31/2024
IBDS	141,037	$3,357	03/31/2024
Asset Dedication LLC	134,585	$3,167	03/31/2024
IBDS	134,585	$3,167	03/31/2024
Virginia Wealth Management Group Inc.	130,905	$3,133	12/31/2023
IBDS	130,905	$3,133	12/31/2023
Matthew Goff Investment Advisor LLC	128,210	$3,051	03/31/2024
IBDS	128,210	$3,051	03/31/2024
Garrett Investment Advisors LLC	126,232	$3,004	03/31/2024
IBDS	126,232	$3,004	03/31/2024
Evergreen Private Wealth LLC	124,211	$2,956	03/31/2024
IBDS	124,211	$2,956	03/31/2024
Spinnaker Trust	123,132	$2,947	12/31/2023
IBDS	123,132	$2,947	12/31/2023
Integrated Wealth Concepts LLC	122,392	$2,929	12/31/2023
IBDS	122,392	$2,929	12/31/2023
Fulton Breakefield Broenniman LLC	115,418	$2,762	12/31/2023
IBDS	115,418	$2,762	12/31/2023
Foundation Wealth Management LLC	115,032	$2,753	12/31/2023
IBDS	115,032	$2,753	12/31/2023
Camelot Portfolios LLC	114,663	$2,744	12/31/2023
IBDS	114,663	$2,744	12/31/2023
Wilbanks Smith & Thomas Asset Management LLC	112,413	$2,690	12/31/2023
IBDS	112,413	$2,690	12/31/2023
FF Advisors LLC	112,590	$2,680	03/31/2024
IBDS	112,590	$2,680	03/31/2024
Wrapmanager Inc.	108,752	$2,602	12/31/2023
IBDS	108,752	$2,602	12/31/2023
Laurel Wealth Advisors LLC	106,758	$2,555	12/31/2023
IBDS	106,758	$2,555	12/31/2023
Droms Strauss Advisors Inc. MO ADV	102,862	$2,461	12/31/2023
IBDS	102,862	$2,461	12/31/2023
Northwestern Mutual Wealth Management Co.	101,570	$2,431	12/31/2023
IBDS	101,570	$2,431	12/31/2023
Atria Investments LLC	101,361	$2,426	12/31/2023
IBDS	101,361	$2,426	12/31/2023
Probity Advisors Inc.	99,513	$2,381	12/31/2023
IBDS	99,513	$2,381	12/31/2023
Northstar Group Inc.	97,887	$2,330	03/31/2024
IBDS	97,887	$2,330	03/31/2024
LifePlan Financial LLC	95,457	$2,284	12/31/2023
IBDS	95,457	$2,284	12/31/2023
Goldman Sachs Group Inc.	93,669	$2,241	12/31/2023
IBDS	93,669	$2,241	12/31/2023
Global Assets Advisory LLC	93,757	$2,231	03/31/2024
IBDS	93,757	$2,231	03/31/2024
Precedent Wealth Partners LLC	86,730	$2,075	12/31/2023
IBDS	86,730	$2,075	12/31/2023
Sax Wealth Advisors LLC	86,677	$2,074	12/31/2023
IBDS	86,677	$2,074	12/31/2023
Cherry Tree Wealth Management LLC	83,559	$2,000	12/31/2023
IBDS	83,559	$2,000	12/31/2023
JPMorgan Chase & Co.	81,757	$1,956	12/31/2023
IBDS	81,757	$1,956	12/31/2023
Parallel Advisors LLC	80,798	$1,934	12/31/2023
IBDS	80,798	$1,934	12/31/2023
Associated Banc Corp	78,891	$1,888	12/31/2023
IBDS	78,891	$1,888	12/31/2023
Fortis Capital Management LLC	78,723	$1,884	12/31/2023
IBDS	78,723	$1,884	12/31/2023
Citadel Advisors LLC	77,364	$1,851	12/31/2023
IBDS	77,364	$1,851	12/31/2023
United Capital Financial Advisers LLC	72,587	$1,737	12/31/2023
IBDS	72,587	$1,737	12/31/2023
Foundry Financial Group Inc.	71,405	$1,709	12/31/2023
IBDS	71,405	$1,709	12/31/2023
Cambridge Investment Research Advisors Inc.	71,037	$1,700	12/31/2023
IBDS	71,037	$1,700	12/31/2023
Hallmark Capital Management Inc.	68,097	$1,630	12/31/2023
IBDS	68,097	$1,630	12/31/2023
Paradigm Strategies in Wealth Management LLC	65,098	$1,558	12/31/2023
IBDS	65,098	$1,558	12/31/2023
Great Diamond Partners LLC	64,430	$1,542	12/31/2023
IBDS	64,430	$1,542	12/31/2023
Leavell Investment Management Inc.	63,881	$1,529	12/31/2023
IBDS	63,881	$1,529	12/31/2023
AlTi Global Inc.	63,500	$1,520	12/31/2023
IBDS	63,500	$1,520	12/31/2023
MONECO Advisors LLC	60,342	$1,444	12/31/2023
IBDS	60,342	$1,444	12/31/2023
Leo Wealth LLC	58,843	$1,408	12/31/2023
IBDS	58,843	$1,408	12/31/2023
Centric Wealth Management	58,256	$1,386	12/31/2023
IBDS	58,256	$1,386	12/31/2023
Meitav Dash Investments Ltd.	57,760	$1,380	12/31/2023
IBDS	57,760	$1,380	12/31/2023
Weaver Consulting Group	57,578	$1,370	03/31/2024
IBDS	57,578	$1,370	03/31/2024
Cornell Pochily Investment Advisors Inc.	56,517	$1,352	12/31/2023
IBDS	56,517	$1,352	12/31/2023
Coldstream Capital Management Inc.	55,603	$1,331	12/31/2023
IBDS	55,603	$1,331	12/31/2023
Archford Capital Strategies LLC	54,432	$1,303	12/31/2023
IBDS	54,432	$1,303	12/31/2023
Lincoln National Corp	53,015	$1,269	12/31/2023
IBDS	53,015	$1,269	12/31/2023
Sightline Wealth Advisors LLC	52,742	$1,262	12/31/2023
IBDS	52,742	$1,262	12/31/2023
First Fiduciary Investment Counsel Inc.	52,458	$1,255	12/31/2023
IBDS	52,458	$1,255	12/31/2023
Cliftonlarsonallen Wealth Advisors LLC	51,577	$1,234	12/31/2023
IBDS	51,577	$1,234	12/31/2023
FinTrust Capital Advisors LLC	49,459	$1,184	12/31/2023
IBDS	49,459	$1,184	12/31/2023
Cary Street Partners Investment Advisory LLC	49,250	$1,179	12/31/2023
IBDS	49,250	$1,179	12/31/2023
McGlone Suttner Wealth Management Inc.	48,634	$1,157	03/31/2024
IBDS	48,634	$1,157	03/31/2024
Ironwood Financial llc	48,202	$1,147	03/31/2024
IBDS	48,202	$1,147	03/31/2024
Prime Capital Investment Advisors LLC	45,811	$1,096	12/31/2023
IBDS	45,811	$1,096	12/31/2023
Granite Harbor Advisors Inc.	45,383	$1,086	12/31/2023
IBDS	45,383	$1,086	12/31/2023
Segment Wealth Management LLC	45,137	$1,080	12/31/2023
IBDS	45,137	$1,080	12/31/2023
Little House Capital LLC	44,743	$1,065	03/31/2024
IBDS	44,743	$1,065	03/31/2024
BKD Wealth Advisors LLC	42,649	$1,015	03/31/2024
IBDS	42,649	$1,015	03/31/2024
Mariner LLC	41,160	$985	12/31/2023
IBDS	41,160	$985	12/31/2023
EP Wealth Advisors LLC	40,511	$969	12/31/2023
IBDS	40,511	$969	12/31/2023
Blue Square Asset Management LLC	39,164	$937	12/31/2023
IBDS	39,164	$937	12/31/2023
Wealth Enhancement Advisory Services LLC	39,186	$933	03/31/2024
IBDS	39,186	$933	03/31/2024
Thrivent Financial for Lutherans	38,484	$921	12/31/2023
IBDS	38,484	$921	12/31/2023
Barrett & Company Inc.	38,265	$911	03/31/2024
IBDS	38,265	$911	03/31/2024
4J Wealth Management LLC	38,038	$910	12/31/2023
IBDS	38,038	$910	12/31/2023
D.A. Davidson & CO.	37,738	$903	12/31/2023
IBDS	37,738	$903	12/31/2023
Sonata Capital Group Inc.	37,415	$895	12/31/2023
IBDS	37,415	$895	12/31/2023
Sowell Financial Services LLC	36,613	$876	12/31/2023
IBDS	36,613	$876	12/31/2023
Crew Capital Management Ltd.	36,481	$873	12/31/2023
IBDS	36,481	$873	12/31/2023
Cabot Wealth Management Inc.	36,358	$870	12/31/2023
IBDS	36,358	$870	12/31/2023
MML Investors Services LLC	36,273	$868	12/31/2023
IBDS	36,273	$868	12/31/2023
Global Retirement Partners LLC	35,753	$856	12/31/2023
IBDS	35,753	$856	12/31/2023
Benjamin Edwards Inc.	35,205	$842	12/31/2023
IBDS	35,205	$842	12/31/2023
Redwood Financial Network Corp	35,074	$839	12/31/2023
IBDS	35,074	$839	12/31/2023
Timber Creek Capital Management LLC	34,748	$827	03/31/2024
IBDS	34,748	$827	03/31/2024
Bank of New Hampshire	34,220	$814	03/31/2024
IBDS	34,220	$814	03/31/2024
Stonebrook Private Inc.	33,920	$812	12/31/2023
IBDS	33,920	$812	12/31/2023
AE Wealth Management LLC	33,516	$801	12/31/2023
IBDS	33,516	$801	12/31/2023
Cetera Investment Advisers	33,101	$792	12/31/2023
IBDS	33,101	$792	12/31/2023
Baron Silver Stevens Financial Advisors LLC	32,260	$772	12/31/2023
IBDS	32,260	$772	12/31/2023
Shufro Rose & Co. LLC	33,148	$767	12/31/2023
IBDS	33,148	$767	12/31/2023
Safeguard Financial LLC	29,857	$711	03/31/2024
IBDS	29,857	$711	03/31/2024
Robertson Stephens Wealth Management LLC	28,805	$689	12/31/2023
IBDS	28,805	$689	12/31/2023
Chesley Taft & Associates LLC	28,834	$686	03/31/2024
IBDS	28,834	$686	03/31/2024
Exchange Capital Management Inc.	28,546	$679	03/31/2024
IBDS	28,546	$679	03/31/2024
Hilltop Holdings Inc.	28,233	$676	12/31/2023
IBDS	28,233	$676	12/31/2023
Rockefeller Capital Management L.P.	28,077	$672	12/31/2023
IBDS	28,077	$672	12/31/2023
Cary Street Partners Asset Management LLC	27,847	$666	12/31/2023
IBDS	27,847	$666	12/31/2023
Stokes Family Office LLC	26,935	$645	12/31/2023
IBDS	26,935	$645	12/31/2023
InterOcean Capital Group LLC	26,753	$640	12/31/2023
IBDS	26,753	$640	12/31/2023
Harbor Advisory Corp MA	26,335	$630	12/31/2023
IBDS	26,335	$630	12/31/2023
Mutual Advisors LLC	26,090	$624	12/31/2023
IBDS	26,090	$624	12/31/2023
Dorsey & Whitney Trust CO LLC	26,000	$622	12/31/2023
IBDS	26,000	$622	12/31/2023
First Interstate Bank	25,808	$618	12/31/2023
IBDS	25,808	$618	12/31/2023
Smith Moore & CO.	25,700	$615	12/31/2023
IBDS	25,700	$615	12/31/2023
Cetera Advisors LLC	24,847	$595	12/31/2023
IBDS	24,847	$595	12/31/2023
Princeton Global Asset Management LLC	24,861	$595	12/31/2023
IBDS	24,861	$595	12/31/2023
Black Swift Group LLC	24,620	$589	12/31/2023
IBDS	24,620	$589	12/31/2023
Austin Private Wealth LLC	24,533	$581	03/31/2024
IBDS	24,533	$581	03/31/2024
Comerica Bank	23,492	$562	12/31/2023
IBDS	23,492	$562	12/31/2023
Mendota Financial Group LLC	23,481	$562	12/31/2023
IBDS	23,481	$562	12/31/2023
Cornerstone Wealth Management LLC	23,489	$559	03/31/2024
IBDS	23,489	$559	03/31/2024
GAMMA Investing LLC	22,771	$542	03/31/2024
IBDS	22,771	$542	03/31/2024
Beacon Financial Group	22,457	$537	12/31/2023
IBDS	22,457	$537	12/31/2023
Autumn Glory Partners LLC	22,356	$535	12/31/2023
IBDS	22,356	$535	12/31/2023
Regions Financial Corp	22,312	$534	12/31/2023
IBDS	22,312	$534	12/31/2023
Harbor Investment Advisory LLC	21,850	$520	03/31/2024
IBDS	21,850	$520	03/31/2024
Spectrum Wealth Counsel LLC	20,879	$500	12/31/2023
IBDS	20,879	$500	12/31/2023
Monticello Wealth Management LLC	20,768	$497	12/31/2023
IBDS	20,768	$497	12/31/2023
Dearborn Partners LLC	20,614	$493	12/31/2023
IBDS	20,614	$493	12/31/2023
NovaPoint Capital LLC	20,514	$488	03/31/2024
IBDS	20,514	$488	03/31/2024
Thoroughbred Financial Services LLC	20,060	$480	12/31/2023
IBDS	20,060	$480	12/31/2023
Ritholtz Wealth Management	19,960	$478	12/31/2023
IBDS	19,960	$478	12/31/2023
American Money Management LLC	19,766	$473	12/31/2023
IBDS	19,766	$473	12/31/2023
BCS Wealth Management	19,655	$468	03/31/2024
IBDS	19,655	$468	03/31/2024
Lee Financial Co	19,430	$465	12/31/2023
IBDS	19,430	$465	12/31/2023
Reliant Wealth Planning	19,257	$461	12/31/2023
IBDS	19,257	$461	12/31/2023
Yoder Wealth Management Inc.	18,800	$447	03/31/2024
IBDS	18,800	$447	03/31/2024
Bellecapital International Ltd.	18,503	$443	12/31/2023
IBDS	18,503	$443	12/31/2023
Strid Group LLC	17,921	$429	12/31/2023
IBDS	17,921	$429	12/31/2023
Private Advisor Group LLC	17,890	$428	12/31/2023
IBDS	17,890	$428	12/31/2023
Schmidt P J Investment Management Inc.	17,883	$427	12/31/2023
IBDS	17,883	$427	12/31/2023
Madden Advisory Services Inc.	17,399	$416	12/31/2023
IBDS	17,399	$416	12/31/2023
Buffington Mohr McNeal	17,422	$415	03/31/2024
IBDS	17,422	$415	03/31/2024
Robinson Smith Wealth Advisors LLC	17,335	$415	12/31/2023
IBDS	17,335	$415	12/31/2023
Round Rock Advisors LLC	17,318	$414	12/31/2023
IBDS	17,318	$414	12/31/2023
Delap Wealth Advisory LLC	16,996	$407	12/31/2023
IBDS	16,996	$407	12/31/2023
CFS Investment Advisory Services LLC	16,943	$405	12/31/2023
IBDS	16,943	$405	12/31/2023
Montecito Bank & Trust	16,605	$395	03/31/2024
IBDS	16,605	$395	03/31/2024
Brookstone Capital Management	16,345	$389	03/31/2024
IBDS	16,345	$389	03/31/2024
Harris Associates L P	15,825	$379	12/31/2023
IBDS	15,825	$379	12/31/2023
Colony Group LLC	15,612	$374	12/31/2023
IBDS	15,612	$374	12/31/2023
Cetera Advisor Networks LLC	15,546	$372	12/31/2023
IBDS	15,546	$372	12/31/2023
Prosperity Planning Inc.	15,608	$371	03/31/2024
IBDS	15,608	$371	03/31/2024
Duncker Streett & Co. Inc.	15,273	$365	12/31/2023
IBDS	15,273	$365	12/31/2023
MKT Advisors LLC	15,424	$362	03/31/2024
IBDS	15,424	$362	03/31/2024
Element Wealth LLC	14,746	$353	12/31/2023
IBDS	14,746	$353	12/31/2023
UP Strategic Wealth Investment Advisors LLC	14,030	$336	12/31/2023
IBDS	14,030	$336	12/31/2023
Willis Johnson & Associates Inc.	14,050	$334	03/31/2024
IBDS	14,050	$334	03/31/2024
Baird Financial Group Inc.	13,777	$330	12/31/2023
IBDS	13,777	$330	12/31/2023
Straight Path Wealth Management	13,646	$327	12/31/2023
IBDS	13,646	$327	12/31/2023
Roble Belko & Company Inc	13,653	$325	03/31/2024
IBDS	13,653	$325	03/31/2024
Renaissance Technologies LLC	13,389	$320	12/31/2023
IBDS	13,389	$320	12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC	12,581	$301	12/31/2023
IBDS	12,581	$301	12/31/2023
Newman Dignan & Sheerar Inc.	12,470	$298	12/31/2023
IBDS	12,470	$298	12/31/2023
Adirondack Trust Co.	11,637	$277	03/31/2024
IBDS	11,637	$277	03/31/2024
Meredith Wealth Planning	11,490	$275	12/31/2023
IBDS	11,490	$275	12/31/2023
Perigon Wealth Management LLC	11,270	$270	12/31/2023
IBDS	11,270	$270	12/31/2023
Cypress Wealth Services LLC	11,313	$269	03/31/2024
IBDS	11,313	$269	03/31/2024
Anchor Capital Advisors LLC	11,225	$269	12/31/2023
IBDS	11,225	$269	12/31/2023
Treynor Bancshares Inc.	11,049	$264	12/31/2023
IBDS	11,049	$264	12/31/2023
Principal Securities Inc.	10,972	$263	12/31/2023
IBDS	10,972	$263	12/31/2023
We Are One Seven LLC	10,960	$262	12/31/2023
IBDS	10,960	$262	12/31/2023
Wick Capital Partners LLC	10,932	$262	12/31/2023
IBDS	10,932	$262	12/31/2023
Atwater Malick LLC	10,950	$261	03/31/2024
IBDS	10,950	$261	03/31/2024
Raymond James Trust N.A.	10,868	$260	12/31/2023
IBDS	10,868	$260	12/31/2023
Johnson Bixby & Associates LLC	10,826	$259	12/31/2023
IBDS	10,826	$259	12/31/2023
Cooper Haims Advisors LLC	10,729	$257	12/31/2023
IBDS	10,729	$257	12/31/2023
Envision Financial Planning LLC	10,690	$256	12/31/2023
IBDS	10,690	$256	12/31/2023
Executive Wealth Management LLC	10,658	$255	12/31/2023
IBDS	10,658	$255	12/31/2023
Highland Financial Advisors LLC	10,606	$254	12/31/2023
IBDS	10,606	$254	12/31/2023
Scotia Capital Inc.	10,100	$242	12/31/2023
IBDS	10,100	$242	12/31/2023
Kovitz Investment Group Partners LLC	10,087	$241	12/31/2023
IBDS	10,087	$241	12/31/2023
Patriot Investment Management Inc.	9,980	$238	03/31/2024
IBDS	9,980	$238	03/31/2024
Bank of New York Mellon Corp	9,894	$237	12/31/2023
IBDS	9,894	$237	12/31/2023
Wells Financial Advisors INC	9,100	$218	12/31/2023
IBDS	9,100	$218	12/31/2023
Valmark Advisers Inc.	8,755	$210	12/31/2023
IBDS	8,755	$210	12/31/2023
Private Portfolio Partners LLC	8,500	$203	12/31/2023
IBDS	8,500	$203	12/31/2023
Syntegra Private Wealth Group LLC	8,446	$202	12/31/2023
IBDS	8,446	$202	12/31/2023
Horizons Wealth Management	7,647	$183	03/31/2024
IBDS	7,647	$183	03/31/2024
Harbour Investments Inc.	7,398	$177	12/31/2023
IBDS	7,398	$177	12/31/2023
Jackson Hole Capital Partners LLC	6,557	$157	12/31/2023
IBDS	6,557	$157	12/31/2023
Bank of Montreal Can	5,880	$141	12/31/2023
IBDS	5,880	$141	12/31/2023
HM Payson & Co.	5,574	$133	12/31/2023
IBDS	5,574	$133	12/31/2023
Addison Advisors LLC	5,510	$132	12/31/2023
IBDS	5,510	$132	12/31/2023
Oak Harbor Wealth Partners LLC	5,322	$127	12/31/2023
IBDS	5,322	$127	12/31/2023
Koesten Hirschmann & Crabtree INC.	5,160	$123	12/31/2023
IBDS	5,160	$123	12/31/2023
Bogart Wealth LLC	4,965	$119	12/31/2023
IBDS	4,965	$119	12/31/2023
PSI Advisors LLC	4,400	$105	12/31/2023
IBDS	4,400	$105	12/31/2023
Maryland Capital Advisors Inc.	3,999	$95	03/31/2024
IBDS	3,999	$95	03/31/2024
Knights of Columbus Asset Advisors LLC	3,657	$88	12/31/2023
IBDS	3,657	$88	12/31/2023
Geneos Wealth Management Inc.	3,400	$81	12/31/2023
IBDS	3,400	$81	12/31/2023
CVA Family Office LLC	3,155	$75	03/31/2024
IBDS	3,155	$75	03/31/2024
Migdal Insurance & Financial Holdings Ltd.	3,012	$72	12/31/2023
IBDS	3,012	$72	12/31/2023
First Horizon Advisors Inc.	2,967	$71	12/31/2023
IBDS	2,967	$71	12/31/2023
Sachetta LLC	2,700	$65	12/31/2023
IBDS	2,700	$65	12/31/2023
Clearstead Advisors LLC	2,630	$63	12/31/2023
IBDS	2,630	$63	12/31/2023
Ogorek Anthony Joseph NY ADV	2,537	$60	12/31/2023
IBDS	2,537	$60	12/31/2023
Bartlett & Co. LLC	2,500	$60	12/31/2023
IBDS	2,500	$60	12/31/2023
Bartlett & CO. Wealth Management LLC	2,500	$60	12/31/2023
IBDS	2,500	$60	12/31/2023
Phillips Financial Management LLC	2,472	$59	12/31/2023
IBDS	2,472	$59	12/31/2023
Advisory Services Network LLC	2,214	$53	12/31/2023
IBDS	2,214	$53	12/31/2023
Pinnacle Bank	2,135	$51	03/31/2024
IBDS	2,135	$51	03/31/2024
Trust Co	2,096	$50	03/31/2024
IBDS	2,096	$50	03/31/2024
BOKF NA	1,750	$42	12/31/2023
IBDS	1,750	$42	12/31/2023
Stephens Consulting LLC	1,431	$34	03/31/2024
IBDS	1,431	$34	03/31/2024
Householder Group Estate & Retirement Specialist LLC	1,436	$34	12/31/2023
IBDS	1,436	$34	12/31/2023
Private Trust Co. NA	1,098	$26	12/31/2023
IBDS	1,098	$26	12/31/2023
Capital Investment Advisory Services LLC	1,082	$26	12/31/2023
IBDS	1,082	$26	12/31/2023
Ancora Advisors LLC	1,051	$25	12/31/2023
IBDS	1,051	$25	12/31/2023
Motco	989	$24	12/31/2023
IBDS	989	$24	12/31/2023
Sunbelt Securities Inc.	833	$20	03/31/2024
IBDS	833	$20	03/31/2024
Armstrong Advisory Group Inc.	855	$20	03/31/2024
IBDS	855	$20	03/31/2024
The PNC Financial Services Group Inc.	805	$19	12/31/2023
IBDS	805	$19	12/31/2023
AdvisorNet Financial Inc	745	$18	03/31/2024
IBDS	745	$18	03/31/2024
BOK Financial Private Wealth Inc.	293	$7	12/31/2023
IBDS	293	$7	12/31/2023
Peoples Bank KS	200	$5	03/31/2024
IBDS	200	$5	03/31/2024
FMR LLC	220	$5	12/31/2023
IBDS	220	$5	12/31/2023
Legacy Bridge LLC	182	$4	12/31/2023
IBDS	182	$4	12/31/2023
BlackRock Inc.	140	$3	12/31/2023
IBDS	140	$3	12/31/2023
Financial Gravity Asset Management Inc.	124	$3	12/31/2023
IBDS	124	$3	12/31/2023
Tower Research Capital LLC TRC	100	$2	12/31/2023
IBDS	100	$2	12/31/2023
APCM Wealth Management for Individuals	0	$0	03/31/2024
IBDS	0	$0	03/31/2024
Proequities Inc.	0	$0	12/31/2023
IBDS	0	$0	12/31/2023

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

IBDS — Current Quote

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IBDS — Performance