HoldingsChannel.com
On this page, we present all of the funds holding IBDX from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IBDX, with a link to that fund's top holdings. The next columns indicate the amount of IBDX stock held by each of the funds holding IBDX, followed by the IBDX position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 86 funds holding IBDX 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 IBDX), click the fund name in the "Holder" column of the funds-holding-IBDX table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Capital Investment Advisors LLC | 1,330,733 | $33,015 | 03/31/2024 |
| IBDX | 1,330,733 | $33,015 | 03/31/2024 |
| Summitry LLC | 1,260,126 | $31,793 | 12/31/2023 |
| IBDX | 1,260,126 | $31,793 | 12/31/2023 |
| Gateway Advisory LLC | 1,158,779 | $29,236 | 12/31/2023 |
| IBDX | 1,158,779 | $29,236 | 12/31/2023 |
| Bank of America Corp DE | 1,098,084 | $27,705 | 12/31/2023 |
| IBDX | 1,098,084 | $27,705 | 12/31/2023 |
| First Interstate Bank | 898,672 | $22,673 | 12/31/2023 |
| IBDX | 898,672 | $22,673 | 12/31/2023 |
| Sigma Investment Counselors Inc. | 805,610 | $19,987 | 03/31/2024 |
| IBDX | 805,610 | $19,987 | 03/31/2024 |
| Wells Fargo & Company MN | 587,248 | $14,816 | 12/31/2023 |
| IBDX | 587,248 | $14,816 | 12/31/2023 |
| Aptus Capital Advisors LLC | 584,306 | $14,742 | 12/31/2023 |
| IBDX | 584,306 | $14,742 | 12/31/2023 |
| Arrow Financial Corp | 529,541 | $13,360 | 12/31/2023 |
| IBDX | 529,541 | $13,360 | 12/31/2023 |
| MV Capital Management Inc. | 527,788 | $13,094 | 03/31/2024 |
| IBDX | 527,788 | $13,094 | 03/31/2024 |
| Raymond James Financial Services Advisors Inc. | 520,986 | $12,926 | 03/31/2024 |
| IBDX | 520,986 | $12,926 | 03/31/2024 |
| GWM Advisors LLC | 467,655 | $11,683 | 12/31/2023 |
| IBDX | 467,655 | $11,683 | 12/31/2023 |
| Rockefeller Capital Management L.P. | 431,360 | $10,883 | 12/31/2023 |
| IBDX | 431,360 | $10,883 | 12/31/2023 |
| UBS Group AG | 409,336 | $10,328 | 12/31/2023 |
| IBDX | 409,336 | $10,328 | 12/31/2023 |
| Morgan Stanley | 355,126 | $8,960 | 12/31/2023 |
| IBDX | 355,126 | $8,960 | 12/31/2023 |
| Stony Point Wealth Management Inc. | 333,247 | $8,268 | 03/31/2024 |
| IBDX | 333,247 | $8,268 | 03/31/2024 |
| Citadel Advisors LLC | 305,567 | $7,709 | 12/31/2023 |
| IBDX | 305,567 | $7,709 | 12/31/2023 |
| Paradigm Strategies in Wealth Management LLC | 253,113 | $6,386 | 12/31/2023 |
| IBDX | 253,113 | $6,386 | 12/31/2023 |
| Guidance Point Advisors LLC | 208,335 | $5,256 | 12/31/2023 |
| IBDX | 208,335 | $5,256 | 12/31/2023 |
| Platte River Wealth Advisors LLC | 186,069 | $4,616 | 03/31/2024 |
| IBDX | 186,069 | $4,616 | 03/31/2024 |
| Krilogy Financial LLC | 171,138 | $4,246 | 03/31/2024 |
| IBDX | 171,138 | $4,246 | 03/31/2024 |
| LPL Financial LLC | 156,236 | $3,942 | 12/31/2023 |
| IBDX | 156,236 | $3,942 | 12/31/2023 |
| 4Thought Financial Group Inc. | 154,941 | $3,844 | 03/31/2024 |
| IBDX | 154,941 | $3,844 | 03/31/2024 |
| Janney Montgomery Scott LLC | 147,812 | $3,729 | 12/31/2023 |
| IBDX | 147,812 | $3,729 | 12/31/2023 |
| Stifel Financial Corp | 147,342 | $3,717 | 12/31/2023 |
| IBDX | 147,342 | $3,717 | 12/31/2023 |
| Royal Bank of Canada | 140,834 | $3,553 | 12/31/2023 |
| IBDX | 140,834 | $3,553 | 12/31/2023 |
| Benjamin F. Edwards & Company Inc. | 128,245 | $3,236 | 12/31/2023 |
| IBDX | 128,245 | $3,236 | 12/31/2023 |
| HighTower Advisors LLC | 126,410 | $3,185 | 12/31/2023 |
| IBDX | 126,410 | $3,185 | 12/31/2023 |
| Evergreen Private Wealth LLC | 116,746 | $2,896 | 03/31/2024 |
| IBDX | 116,746 | $2,896 | 03/31/2024 |
| Sandy Spring Bank | 114,032 | $2,877 | 12/31/2023 |
| IBDX | 114,032 | $2,877 | 12/31/2023 |
| MCF Advisors LLC | 92,402 | $2,292 | 03/31/2024 |
| IBDX | 92,402 | $2,292 | 03/31/2024 |
| Lyell Wealth Management LP | 89,550 | $2,259 | 12/31/2023 |
| IBDX | 89,550 | $2,259 | 12/31/2023 |
| Garrett Investment Advisors LLC | 89,170 | $2,212 | 03/31/2024 |
| IBDX | 89,170 | $2,212 | 03/31/2024 |
| Signature Wealth Management Group | 85,925 | $2,070 | 03/31/2024 |
| IBDX | 85,925 | $2,070 | 03/31/2024 |
| Archford Capital Strategies LLC | 81,701 | $2,027 | 03/31/2024 |
| IBDX | 81,701 | $2,027 | 03/31/2024 |
| CWM LLC | 79,745 | $1,978 | 03/31/2024 |
| IBDX | 79,745 | $1,978 | 03/31/2024 |
| Venture Visionary Partners LLC | 76,788 | $1,937 | 12/31/2023 |
| IBDX | 76,788 | $1,937 | 12/31/2023 |
| Raymond James & Associates | 66,869 | $1,659 | 03/31/2024 |
| IBDX | 66,869 | $1,659 | 03/31/2024 |
| Envestnet Asset Management Inc. | 62,986 | $1,589 | 12/31/2023 |
| IBDX | 62,986 | $1,589 | 12/31/2023 |
| Parallel Advisors LLC | 52,877 | $1,334 | 12/31/2023 |
| IBDX | 52,877 | $1,334 | 12/31/2023 |
| Quantum Financial Advisors LLC | 53,726 | $1,333 | 03/31/2024 |
| IBDX | 53,726 | $1,333 | 03/31/2024 |
| Coldstream Capital Management Inc. | 41,013 | $1,035 | 12/31/2023 |
| IBDX | 41,013 | $1,035 | 12/31/2023 |
| McGlone Suttner Wealth Management Inc. | 40,795 | $1,012 | 03/31/2024 |
| IBDX | 40,795 | $1,012 | 03/31/2024 |
| Little House Capital LLC | 40,655 | $1,009 | 03/31/2024 |
| IBDX | 40,655 | $1,009 | 03/31/2024 |
| Wealth Enhancement Advisory Services LLC | 40,170 | $997 | 03/31/2024 |
| IBDX | 40,170 | $997 | 03/31/2024 |
| Probity Advisors Inc. | 38,148 | $962 | 12/31/2023 |
| IBDX | 38,148 | $962 | 12/31/2023 |
| Mendota Financial Group LLC | 34,871 | $865 | 03/31/2024 |
| IBDX | 34,871 | $865 | 03/31/2024 |
| Commonwealth Equity Services LLC | 33,721 | $851 | 12/31/2023 |
| IBDX | 33,721 | $851 | 12/31/2023 |
| REDW Wealth LLC | 32,638 | $823 | 12/31/2023 |
| IBDX | 32,638 | $823 | 12/31/2023 |
| Headinvest LLC | 30,653 | $773 | 12/31/2023 |
| IBDX | 30,653 | $773 | 12/31/2023 |
| Peloton Wealth Strategists | 29,000 | $732 | 12/31/2023 |
| IBDX | 29,000 | $732 | 12/31/2023 |
| Benjamin Edwards Inc. | 26,381 | $666 | 12/31/2023 |
| IBDX | 26,381 | $666 | 12/31/2023 |
| Captrust Financial Advisors | 24,683 | $623 | 12/31/2023 |
| IBDX | 24,683 | $623 | 12/31/2023 |
| Gradient Capital Advisors LLC | 24,083 | $597 | 03/31/2024 |
| IBDX | 24,083 | $597 | 03/31/2024 |
| Segment Wealth Management LLC | 23,570 | $585 | 03/31/2024 |
| IBDX | 23,570 | $585 | 03/31/2024 |
| Stonebrook Private Inc. | 22,785 | $575 | 12/31/2023 |
| IBDX | 22,785 | $575 | 12/31/2023 |
| Truist Financial Corp | 21,133 | $514 | 12/31/2023 |
| IBDX | 21,133 | $514 | 12/31/2023 |
| Cetera Advisors LLC | 17,711 | $447 | 12/31/2023 |
| IBDX | 17,711 | $447 | 12/31/2023 |
| United Capital Financial Advisers LLC | 17,620 | $445 | 12/31/2023 |
| IBDX | 17,620 | $445 | 12/31/2023 |
| Mariner LLC | 17,478 | $441 | 12/31/2023 |
| IBDX | 17,478 | $441 | 12/31/2023 |
| Precedent Wealth Partners LLC | 16,587 | $412 | 03/31/2024 |
| IBDX | 16,587 | $412 | 03/31/2024 |
| Cliftonlarsonallen Wealth Advisors LLC | 15,007 | $379 | 12/31/2023 |
| IBDX | 15,007 | $379 | 12/31/2023 |
| MML Investors Services LLC | 13,936 | $352 | 12/31/2023 |
| IBDX | 13,936 | $352 | 12/31/2023 |
| Integrated Wealth Concepts LLC | 13,554 | $342 | 12/31/2023 |
| IBDX | 13,554 | $342 | 12/31/2023 |
| Cetera Investment Advisers | 12,422 | $313 | 12/31/2023 |
| IBDX | 12,422 | $313 | 12/31/2023 |
| Koshinski Asset Management Inc. | 12,000 | $303 | 12/31/2023 |
| IBDX | 12,000 | $303 | 12/31/2023 |
| Montecito Bank & Trust | 12,174 | $302 | 03/31/2024 |
| IBDX | 12,174 | $302 | 03/31/2024 |
| Mutual Advisors LLC | 10,794 | $272 | 12/31/2023 |
| IBDX | 10,794 | $272 | 12/31/2023 |
| Lido Advisors LLC | 10,451 | $264 | 12/31/2023 |
| IBDX | 10,451 | $264 | 12/31/2023 |
| Cooper Haims Advisors LLC | 10,407 | $263 | 12/31/2023 |
| IBDX | 10,407 | $263 | 12/31/2023 |
| Beacon Pointe Advisors LLC | 10,363 | $261 | 12/31/2023 |
| IBDX | 10,363 | $261 | 12/31/2023 |
| Stokes Family Office LLC | 9,580 | $242 | 12/31/2023 |
| IBDX | 9,580 | $242 | 12/31/2023 |
| Comerica Bank | 9,153 | $231 | 12/31/2023 |
| IBDX | 9,153 | $231 | 12/31/2023 |
| Avantax Advisory Services Inc. | 8,217 | $207 | 12/31/2023 |
| IBDX | 8,217 | $207 | 12/31/2023 |
| Adirondack Trust Co. | 5,218 | $129 | 03/31/2024 |
| IBDX | 5,218 | $129 | 03/31/2024 |
| Koesten Hirschmann & Crabtree INC. | 5,100 | $129 | 12/31/2023 |
| IBDX | 5,100 | $129 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 4,543 | $115 | 12/31/2023 |
| IBDX | 4,543 | $115 | 12/31/2023 |
| Roble Belko & Company Inc | 4,054 | $101 | 03/31/2024 |
| IBDX | 4,054 | $101 | 03/31/2024 |
| IFP Advisors Inc | 3,835 | $97 | 12/31/2023 |
| IBDX | 3,835 | $97 | 12/31/2023 |
| Addison Advisors LLC | 2,635 | $66 | 12/31/2023 |
| IBDX | 2,635 | $66 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 2,094 | $53 | 12/31/2023 |
| IBDX | 2,094 | $53 | 12/31/2023 |
| Element Wealth LLC | 2,030 | $51 | 12/31/2023 |
| IBDX | 2,030 | $51 | 12/31/2023 |
| CENTRAL TRUST Co | 1,210 | $30 | 03/31/2024 |
| IBDX | 1,210 | $30 | 03/31/2024 |
| Advisor Group Holdings Inc. | 881 | $22 | 12/31/2023 |
| IBDX | 881 | $22 | 12/31/2023 |
| Allworth Financial LP | 849 | $21 | 03/31/2024 |
| IBDX | 849 | $21 | 03/31/2024 |
| BlackRock Inc. | 47 | $1 | 12/31/2023 |
| IBDX | 47 | $1 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| IBDX | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IBDX
See Details: Top 10 Hedge Funds Holding IBDX
Also See: IBDX Holdings Changes
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