HoldingsChannel.com
On this page, we present all of the funds holding IBDV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IBDV, with a link to that fund's top holdings. The next columns indicate the amount of IBDV stock held by each of the funds holding IBDV, followed by the IBDV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 135 funds holding IBDV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Capital Investment Advisors LLC. For more details on the positions held by Capital Investment Advisors LLC (or by any of the other funds holding IBDV), click the fund name in the "Holder" column of the funds-holding-IBDV table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Capital Investment Advisors LLC | 2,152,567 | $46,065 | 03/31/2024 |
| IBDV | 2,152,567 | $46,065 | 03/31/2024 |
| Bank of America Corp DE | 1,827,722 | $39,552 | 12/31/2023 |
| IBDV | 1,827,722 | $39,552 | 12/31/2023 |
| UBS Group AG | 1,671,394 | $36,169 | 12/31/2023 |
| IBDV | 1,671,394 | $36,169 | 12/31/2023 |
| Summitry LLC | 1,472,466 | $31,864 | 12/31/2023 |
| IBDV | 1,472,466 | $31,864 | 12/31/2023 |
| Morgan Stanley | 1,394,217 | $30,171 | 12/31/2023 |
| IBDV | 1,394,217 | $30,171 | 12/31/2023 |
| Gateway Advisory LLC | 1,346,197 | $29,132 | 12/31/2023 |
| IBDV | 1,346,197 | $29,132 | 12/31/2023 |
| Aptus Capital Advisors LLC | 1,240,057 | $26,835 | 12/31/2023 |
| IBDV | 1,240,057 | $26,835 | 12/31/2023 |
| US Bancorp DE | 1,108,200 | $23,981 | 12/31/2023 |
| IBDV | 1,108,200 | $23,981 | 12/31/2023 |
| Royal Bank of Canada | 1,024,994 | $22,182 | 12/31/2023 |
| IBDV | 1,024,994 | $22,182 | 12/31/2023 |
| Sigma Investment Counselors Inc. | 893,029 | $19,325 | 12/31/2023 |
| IBDV | 893,029 | $19,325 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 861,736 | $18,648 | 12/31/2023 |
| IBDV | 861,736 | $18,648 | 12/31/2023 |
| Klingman & Associates LLC | 652,770 | $14,126 | 12/31/2023 |
| IBDV | 652,770 | $14,126 | 12/31/2023 |
| Arrow Financial Corp | 595,594 | $12,889 | 12/31/2023 |
| IBDV | 595,594 | $12,889 | 12/31/2023 |
| Venture Visionary Partners LLC | 555,313 | $12,017 | 12/31/2023 |
| IBDV | 555,313 | $12,017 | 12/31/2023 |
| Buffington Mohr McNeal | 527,160 | $11,408 | 12/31/2023 |
| IBDV | 527,160 | $11,408 | 12/31/2023 |
| Rockefeller Capital Management L.P. | 479,796 | $10,383 | 12/31/2023 |
| IBDV | 479,796 | $10,383 | 12/31/2023 |
| Ameriprise Financial Inc. | 412,382 | $8,921 | 12/31/2023 |
| IBDV | 412,382 | $8,921 | 12/31/2023 |
| MV Capital Management Inc. | 390,531 | $8,451 | 12/31/2023 |
| IBDV | 390,531 | $8,451 | 12/31/2023 |
| Commonwealth Equity Services LLC | 367,058 | $7,943 | 12/31/2023 |
| IBDV | 367,058 | $7,943 | 12/31/2023 |
| Wells Fargo & Company MN | 348,660 | $7,545 | 12/31/2023 |
| IBDV | 348,660 | $7,545 | 12/31/2023 |
| PFG Private Wealth Management LLC | 339,176 | $7,340 | 12/31/2023 |
| IBDV | 339,176 | $7,340 | 12/31/2023 |
| Sound View Wealth Advisors Group LLC | 336,729 | $7,287 | 12/31/2023 |
| IBDV | 336,729 | $7,287 | 12/31/2023 |
| Janney Montgomery Scott LLC | 275,076 | $5,953 | 12/31/2023 |
| IBDV | 275,076 | $5,953 | 12/31/2023 |
| Keeler Thomas Management LLC | 267,287 | $5,784 | 12/31/2023 |
| IBDV | 267,287 | $5,784 | 12/31/2023 |
| Platte River Wealth Advisors LLC | 262,029 | $5,670 | 12/31/2023 |
| IBDV | 262,029 | $5,670 | 12/31/2023 |
| Guidance Point Advisors LLC | 252,010 | $5,454 | 12/31/2023 |
| IBDV | 252,010 | $5,454 | 12/31/2023 |
| Signature Wealth Management Group | 201,814 | $4,367 | 12/31/2023 |
| IBDV | 201,814 | $4,367 | 12/31/2023 |
| Oak Family Advisors LLC | 190,914 | $4,131 | 12/31/2023 |
| IBDV | 190,914 | $4,131 | 12/31/2023 |
| Sandy Spring Bank | 184,783 | $3,999 | 12/31/2023 |
| IBDV | 184,783 | $3,999 | 12/31/2023 |
| Krilogy Financial LLC | 180,190 | $3,899 | 12/31/2023 |
| IBDV | 180,190 | $3,899 | 12/31/2023 |
| Lyell Wealth Management LP | 172,545 | $3,734 | 12/31/2023 |
| IBDV | 172,545 | $3,734 | 12/31/2023 |
| 4Thought Financial Group Inc. | 168,275 | $3,641 | 12/31/2023 |
| IBDV | 168,275 | $3,641 | 12/31/2023 |
| Peloton Wealth Strategists | 160,000 | $3,462 | 12/31/2023 |
| IBDV | 160,000 | $3,462 | 12/31/2023 |
| MCF Advisors LLC | 151,504 | $3,242 | 03/31/2024 |
| IBDV | 151,504 | $3,242 | 03/31/2024 |
| HighTower Advisors LLC | 149,989 | $3,242 | 12/31/2023 |
| IBDV | 149,989 | $3,242 | 12/31/2023 |
| Benjamin F. Edwards & Company Inc. | 140,403 | $3,039 | 12/31/2023 |
| IBDV | 140,403 | $3,039 | 12/31/2023 |
| Wrapmanager Inc. | 139,287 | $3,014 | 12/31/2023 |
| IBDV | 139,287 | $3,014 | 12/31/2023 |
| Raymond James & Associates | 132,708 | $2,872 | 12/31/2023 |
| IBDV | 132,708 | $2,872 | 12/31/2023 |
| Praetorian Wealth Management Inc. | 124,935 | $2,674 | 03/31/2024 |
| IBDV | 124,935 | $2,674 | 03/31/2024 |
| Garrett Investment Advisors LLC | 119,595 | $2,559 | 03/31/2024 |
| IBDV | 119,595 | $2,559 | 03/31/2024 |
| Envestnet Asset Management Inc. | 117,920 | $2,552 | 12/31/2023 |
| IBDV | 117,920 | $2,552 | 12/31/2023 |
| LPL Financial LLC | 117,127 | $2,535 | 12/31/2023 |
| IBDV | 117,127 | $2,535 | 12/31/2023 |
| Ironwood Financial llc | 107,191 | $2,320 | 12/31/2023 |
| IBDV | 107,191 | $2,320 | 12/31/2023 |
| Goldman Sachs Group Inc. | 105,891 | $2,291 | 12/31/2023 |
| IBDV | 105,891 | $2,291 | 12/31/2023 |
| Probity Advisors Inc. | 101,131 | $2,188 | 12/31/2023 |
| IBDV | 101,131 | $2,188 | 12/31/2023 |
| Kestra Advisory Services LLC | 99,978 | $2,164 | 12/31/2023 |
| IBDV | 99,978 | $2,164 | 12/31/2023 |
| CWM LLC | 99,401 | $2,127 | 03/31/2024 |
| IBDV | 99,401 | $2,127 | 03/31/2024 |
| Precedent Wealth Partners LLC | 96,344 | $2,085 | 12/31/2023 |
| IBDV | 96,344 | $2,085 | 12/31/2023 |
| Susquehanna International Group LLP | 91,781 | $1,986 | 12/31/2023 |
| IBDV | 91,781 | $1,986 | 12/31/2023 |
| IFP Advisors Inc | 87,775 | $1,899 | 12/31/2023 |
| IBDV | 87,775 | $1,899 | 12/31/2023 |
| GWM Advisors LLC | 80,481 | $1,742 | 12/31/2023 |
| IBDV | 80,481 | $1,742 | 12/31/2023 |
| Instrumental Wealth LLC | 77,252 | $1,653 | 12/31/2023 |
| IBDV | 77,252 | $1,653 | 12/31/2023 |
| OLD Mission Capital LLC | 75,148 | $1,626 | 12/31/2023 |
| IBDV | 75,148 | $1,626 | 12/31/2023 |
| Stifel Financial Corp | 73,646 | $1,594 | 12/31/2023 |
| IBDV | 73,646 | $1,594 | 12/31/2023 |
| Citadel Advisors LLC | 72,557 | $1,570 | 12/31/2023 |
| IBDV | 72,557 | $1,570 | 12/31/2023 |
| Evergreen Wealth Solutions LLC | 71,630 | $1,550 | 12/31/2023 |
| IBDV | 71,630 | $1,550 | 12/31/2023 |
| Howland Capital Management LLC | 68,647 | $1,486 | 12/31/2023 |
| IBDV | 68,647 | $1,486 | 12/31/2023 |
| Parallel Advisors LLC | 68,612 | $1,485 | 12/31/2023 |
| IBDV | 68,612 | $1,485 | 12/31/2023 |
| Lido Advisors LLC | 64,566 | $1,397 | 12/31/2023 |
| IBDV | 64,566 | $1,397 | 12/31/2023 |
| United Capital Financial Advisers LLC | 64,429 | $1,394 | 12/31/2023 |
| IBDV | 64,429 | $1,394 | 12/31/2023 |
| Neuberger Berman Group LLC | 62,000 | $1,342 | 12/31/2023 |
| IBDV | 62,000 | $1,342 | 12/31/2023 |
| Archford Capital Strategies LLC | 59,351 | $1,284 | 12/31/2023 |
| IBDV | 59,351 | $1,284 | 12/31/2023 |
| Little House Capital LLC | 55,352 | $1,198 | 12/31/2023 |
| IBDV | 55,352 | $1,198 | 12/31/2023 |
| Coldstream Capital Management Inc. | 49,872 | $1,079 | 12/31/2023 |
| IBDV | 49,872 | $1,079 | 12/31/2023 |
| Beacon Pointe Advisors LLC | 41,417 | $896 | 12/31/2023 |
| IBDV | 41,417 | $896 | 12/31/2023 |
| REDW Wealth LLC | 38,779 | $839 | 12/31/2023 |
| IBDV | 38,779 | $839 | 12/31/2023 |
| Captrust Financial Advisors | 36,824 | $797 | 12/31/2023 |
| IBDV | 36,824 | $797 | 12/31/2023 |
| Stratos Wealth Partners LTD. | 36,927 | $790 | 03/31/2024 |
| IBDV | 36,927 | $790 | 03/31/2024 |
| Cabot Wealth Management Inc. | 35,640 | $771 | 12/31/2023 |
| IBDV | 35,640 | $771 | 12/31/2023 |
| Associated Banc Corp | 29,412 | $636 | 12/31/2023 |
| IBDV | 29,412 | $636 | 12/31/2023 |
| Benjamin Edwards Inc. | 29,066 | $629 | 12/31/2023 |
| IBDV | 29,066 | $629 | 12/31/2023 |
| Paradigm Strategies in Wealth Management LLC | 27,260 | $590 | 12/31/2023 |
| IBDV | 27,260 | $590 | 12/31/2023 |
| Stonebrook Private Inc. | 26,497 | $573 | 12/31/2023 |
| IBDV | 26,497 | $573 | 12/31/2023 |
| Mendota Financial Group LLC | 26,329 | $570 | 12/31/2023 |
| IBDV | 26,329 | $570 | 12/31/2023 |
| Dorsey & Whitney Trust CO LLC | 26,000 | $563 | 12/31/2023 |
| IBDV | 26,000 | $563 | 12/31/2023 |
| Beacon Financial Group | 25,484 | $551 | 12/31/2023 |
| IBDV | 25,484 | $551 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 25,553 | $547 | 03/31/2024 |
| IBDV | 25,553 | $547 | 03/31/2024 |
| CENTRAL TRUST Co | 23,551 | $510 | 12/31/2023 |
| IBDV | 23,551 | $510 | 12/31/2023 |
| Segment Wealth Management LLC | 23,580 | $510 | 12/31/2023 |
| IBDV | 23,580 | $510 | 12/31/2023 |
| Spectrum Wealth Counsel LLC | 23,398 | $506 | 12/31/2023 |
| IBDV | 23,398 | $506 | 12/31/2023 |
| Nwam LLC | 23,069 | $499 | 12/31/2023 |
| IBDV | 23,069 | $499 | 12/31/2023 |
| AE Wealth Management LLC | 21,867 | $469 | 12/31/2023 |
| IBDV | 21,867 | $469 | 12/31/2023 |
| BCS Wealth Management | 21,589 | $462 | 03/31/2024 |
| IBDV | 21,589 | $462 | 03/31/2024 |
| Gradient Capital Advisors LLC | 21,490 | $460 | 03/31/2024 |
| IBDV | 21,490 | $460 | 03/31/2024 |
| Cliftonlarsonallen Wealth Advisors LLC | 20,515 | $444 | 12/31/2023 |
| IBDV | 20,515 | $444 | 12/31/2023 |
| Stokes Family Office LLC | 20,345 | $440 | 12/31/2023 |
| IBDV | 20,345 | $440 | 12/31/2023 |
| Mariner LLC | 20,085 | $435 | 12/31/2023 |
| IBDV | 20,085 | $435 | 12/31/2023 |
| Roble Belko & Company Inc | 18,912 | $405 | 03/31/2024 |
| IBDV | 18,912 | $405 | 03/31/2024 |
| Integrated Wealth Concepts LLC | 18,656 | $404 | 12/31/2023 |
| IBDV | 18,656 | $404 | 12/31/2023 |
| Cetera Investment Advisers | 17,397 | $376 | 12/31/2023 |
| IBDV | 17,397 | $376 | 12/31/2023 |
| Kesler Norman & Wride LLC | 16,492 | $357 | 12/31/2023 |
| IBDV | 16,492 | $357 | 12/31/2023 |
| McGlone Suttner Wealth Management Inc. | 16,430 | $356 | 12/31/2023 |
| IBDV | 16,430 | $356 | 12/31/2023 |
| Syntegra Private Wealth Group LLC | 14,828 | $321 | 12/31/2023 |
| IBDV | 14,828 | $321 | 12/31/2023 |
| Granite Harbor Advisors Inc. | 14,776 | $320 | 12/31/2023 |
| IBDV | 14,776 | $320 | 12/31/2023 |
| Adirondack Trust Co. | 14,617 | $313 | 03/31/2024 |
| IBDV | 14,617 | $313 | 03/31/2024 |
| Montecito Bank & Trust | 14,496 | $310 | 03/31/2024 |
| IBDV | 14,496 | $310 | 03/31/2024 |
| Bank of New Hampshire | 14,290 | $306 | 03/31/2024 |
| IBDV | 14,290 | $306 | 03/31/2024 |
| Bradley & Co. Private Wealth Management LLC | 13,922 | $301 | 12/31/2023 |
| IBDV | 13,922 | $301 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 13,813 | $299 | 12/31/2023 |
| IBDV | 13,813 | $299 | 12/31/2023 |
| MONECO Advisors LLC | 13,804 | $299 | 12/31/2023 |
| IBDV | 13,804 | $299 | 12/31/2023 |
| Snowden Capital Advisors LLC | 12,453 | $269 | 12/31/2023 |
| IBDV | 12,453 | $269 | 12/31/2023 |
| James Investment Research Inc. | 11,950 | $259 | 12/31/2023 |
| IBDV | 11,950 | $259 | 12/31/2023 |
| Wealthstar Advisors LLC | 11,813 | $256 | 12/31/2023 |
| IBDV | 11,813 | $256 | 12/31/2023 |
| Lincoln National Corp | 11,746 | $254 | 12/31/2023 |
| IBDV | 11,746 | $254 | 12/31/2023 |
| Chesley Taft & Associates LLC | 11,800 | $253 | 03/31/2024 |
| IBDV | 11,800 | $253 | 03/31/2024 |
| Scotia Capital Inc. | 11,300 | $245 | 12/31/2023 |
| IBDV | 11,300 | $245 | 12/31/2023 |
| Jane Street Group LLC | 11,321 | $245 | 12/31/2023 |
| IBDV | 11,321 | $245 | 12/31/2023 |
| Yoder Wealth Management Inc. | 10,900 | $236 | 12/31/2023 |
| IBDV | 10,900 | $236 | 12/31/2023 |
| Ritholtz Wealth Management | 10,800 | $234 | 12/31/2023 |
| IBDV | 10,800 | $234 | 12/31/2023 |
| Mutual Advisors LLC | 10,147 | $220 | 12/31/2023 |
| IBDV | 10,147 | $220 | 12/31/2023 |
| Straight Path Wealth Management | 9,855 | $213 | 12/31/2023 |
| IBDV | 9,855 | $213 | 12/31/2023 |
| Safeguard Financial LLC | 9,719 | $208 | 03/31/2024 |
| IBDV | 9,719 | $208 | 03/31/2024 |
| Executive Wealth Management LLC | 9,589 | $208 | 12/31/2023 |
| IBDV | 9,589 | $208 | 12/31/2023 |
| Comerica Bank | 9,519 | $206 | 12/31/2023 |
| IBDV | 9,519 | $206 | 12/31/2023 |
| MML Investors Services LLC | 9,439 | $204 | 12/31/2023 |
| IBDV | 9,439 | $204 | 12/31/2023 |
| Johnson Bixby & Associates LLC | 9,324 | $202 | 12/31/2023 |
| IBDV | 9,324 | $202 | 12/31/2023 |
| Cherry Tree Wealth Management LLC | 7,332 | $159 | 12/31/2023 |
| IBDV | 7,332 | $159 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 5,945 | $129 | 12/31/2023 |
| IBDV | 5,945 | $129 | 12/31/2023 |
| Koesten Hirschmann & Crabtree INC. | 5,850 | $127 | 12/31/2023 |
| IBDV | 5,850 | $127 | 12/31/2023 |
| Bogart Wealth LLC | 5,003 | $108 | 12/31/2023 |
| IBDV | 5,003 | $108 | 12/31/2023 |
| FinTrust Capital Advisors LLC | 4,740 | $103 | 12/31/2023 |
| IBDV | 4,740 | $103 | 12/31/2023 |
| Harbour Investments Inc. | 4,668 | $101 | 12/31/2023 |
| IBDV | 4,668 | $101 | 12/31/2023 |
| Wells Financial Advisors INC | 4,200 | $91 | 12/31/2023 |
| IBDV | 4,200 | $91 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 2,345 | $51 | 12/31/2023 |
| IBDV | 2,345 | $51 | 12/31/2023 |
| Element Wealth LLC | 2,335 | $51 | 12/31/2023 |
| IBDV | 2,335 | $51 | 12/31/2023 |
| Trust Co | 2,326 | $50 | 03/31/2024 |
| IBDV | 2,326 | $50 | 03/31/2024 |
| Advisor Group Holdings Inc. | 2,239 | $48 | 12/31/2023 |
| IBDV | 2,239 | $48 | 12/31/2023 |
| Bartlett & Co. LLC | 2,000 | $43 | 12/31/2023 |
| IBDV | 2,000 | $43 | 12/31/2023 |
| Bartlett & CO. Wealth Management LLC | 2,000 | $43 | 12/31/2023 |
| IBDV | 2,000 | $43 | 12/31/2023 |
| Addison Advisors LLC | 1,920 | $42 | 12/31/2023 |
| IBDV | 1,920 | $42 | 12/31/2023 |
| Capital Analysts LLC | 1,250 | $27 | 12/31/2023 |
| IBDV | 1,250 | $27 | 12/31/2023 |
| Advisory Services Network LLC | 1,000 | $22 | 12/31/2023 |
| IBDV | 1,000 | $22 | 12/31/2023 |
| Allworth Financial LP | 978 | $21 | 12/31/2023 |
| IBDV | 978 | $21 | 12/31/2023 |
| AdvisorNet Financial Inc | 856 | $18 | 03/31/2024 |
| IBDV | 856 | $18 | 03/31/2024 |
| BlackRock Inc. | 54 | $1 | 12/31/2023 |
| IBDV | 54 | $1 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| IBDV | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IBDV
See Details: Top 10 Hedge Funds Holding IBDV
Also See: IBDV Holdings Changes
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