On this page, we present all of the funds holding IBDY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IBDY, with a link to that fund's top holdings. The next columns indicate the amount of IBDY stock held by each of the funds holding IBDY, followed by the IBDY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 57 funds holding IBDY within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Gateway Advisory LLC. For more details on the positions held by Gateway Advisory LLC (or by any of the other funds holding IBDY), click the fund name in the "Holder" column of the funds-holding-IBDY table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Gateway Advisory LLC | 1,467,463 | $37,934 | 12/31/2023 |
IBDY | 1,467,463 | $37,934 | 12/31/2023 |
Capital Investment Advisors LLC | 1,150,085 | $29,304 | 03/31/2024 |
IBDY | 1,150,085 | $29,304 | 03/31/2024 |
First Interstate Bank | 753,418 | $19,476 | 12/31/2023 |
IBDY | 753,418 | $19,476 | 12/31/2023 |
Bank of America Corp DE | 540,088 | $13,961 | 12/31/2023 |
IBDY | 540,088 | $13,961 | 12/31/2023 |
Envision Financial Planning LLC | 536,371 | $13,865 | 12/31/2023 |
IBDY | 536,371 | $13,865 | 12/31/2023 |
MV Capital Management Inc. | 476,980 | $12,153 | 03/31/2024 |
IBDY | 476,980 | $12,153 | 03/31/2024 |
Morgan Stanley | 405,202 | $10,474 | 12/31/2023 |
IBDY | 405,202 | $10,474 | 12/31/2023 |
Confluence Investment Management LLC | 321,458 | $8,191 | 03/31/2024 |
IBDY | 321,458 | $8,191 | 03/31/2024 |
Instrumental Wealth LLC | 309,651 | $7,868 | 12/31/2023 |
IBDY | 309,651 | $7,868 | 12/31/2023 |
Arrow Financial Corp | 238,444 | $6,164 | 12/31/2023 |
IBDY | 238,444 | $6,164 | 12/31/2023 |
Jane Street Group LLC | 212,366 | $5,490 | 12/31/2023 |
IBDY | 212,366 | $5,490 | 12/31/2023 |
Krilogy Financial LLC | 153,938 | $3,922 | 03/31/2024 |
IBDY | 153,938 | $3,922 | 03/31/2024 |
4Thought Financial Group Inc. | 150,251 | $3,828 | 03/31/2024 |
IBDY | 150,251 | $3,828 | 03/31/2024 |
Evergreen Private Wealth LLC | 114,121 | $2,908 | 03/31/2024 |
IBDY | 114,121 | $2,908 | 03/31/2024 |
Commonwealth Equity Services LLC | 107,615 | $2,782 | 12/31/2023 |
IBDY | 107,615 | $2,782 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 105,113 | $2,717 | 12/31/2023 |
IBDY | 105,113 | $2,717 | 12/31/2023 |
Wells Fargo & Company MN | 102,896 | $2,660 | 12/31/2023 |
IBDY | 102,896 | $2,660 | 12/31/2023 |
Venture Visionary Partners LLC | 97,946 | $2,532 | 12/31/2023 |
IBDY | 97,946 | $2,532 | 12/31/2023 |
Susquehanna International Group LLP | 97,837 | $2,529 | 12/31/2023 |
IBDY | 97,837 | $2,529 | 12/31/2023 |
Raymond James & Associates | 76,392 | $1,946 | 03/31/2024 |
IBDY | 76,392 | $1,946 | 03/31/2024 |
McGlone Suttner Wealth Management Inc. | 75,103 | $1,914 | 03/31/2024 |
IBDY | 75,103 | $1,914 | 03/31/2024 |
Archford Capital Strategies LLC | 69,767 | $1,778 | 03/31/2024 |
IBDY | 69,767 | $1,778 | 03/31/2024 |
Envestnet Asset Management Inc. | 68,221 | $1,764 | 12/31/2023 |
IBDY | 68,221 | $1,764 | 12/31/2023 |
Sandy Spring Bank | 67,367 | $1,741 | 12/31/2023 |
IBDY | 67,367 | $1,741 | 12/31/2023 |
MCF Advisors LLC | 65,228 | $1,662 | 03/31/2024 |
IBDY | 65,228 | $1,662 | 03/31/2024 |
Panoramic Investment Advisors LLC | 61,978 | $1,579 | 03/31/2024 |
IBDY | 61,978 | $1,579 | 03/31/2024 |
Citadel Advisors LLC | 55,556 | $1,436 | 12/31/2023 |
IBDY | 55,556 | $1,436 | 12/31/2023 |
HighTower Advisors LLC | 53,195 | $1,376 | 12/31/2023 |
IBDY | 53,195 | $1,376 | 12/31/2023 |
Parallel Advisors LLC | 50,849 | $1,314 | 12/31/2023 |
IBDY | 50,849 | $1,314 | 12/31/2023 |
UBS Group AG | 43,409 | $1,122 | 12/31/2023 |
IBDY | 43,409 | $1,122 | 12/31/2023 |
Stony Point Wealth Management Inc. | 37,704 | $961 | 03/31/2024 |
IBDY | 37,704 | $961 | 03/31/2024 |
Probity Advisors Inc. | 37,152 | $960 | 12/31/2023 |
IBDY | 37,152 | $960 | 12/31/2023 |
Little House Capital LLC | 36,388 | $927 | 03/31/2024 |
IBDY | 36,388 | $927 | 03/31/2024 |
J.W. Cole Advisors Inc. | 31,103 | $804 | 12/31/2023 |
IBDY | 31,103 | $804 | 12/31/2023 |
Coldstream Capital Management Inc. | 27,711 | $716 | 12/31/2023 |
IBDY | 27,711 | $716 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 26,529 | $676 | 03/31/2024 |
IBDY | 26,529 | $676 | 03/31/2024 |
Captrust Financial Advisors | 24,038 | $621 | 12/31/2023 |
IBDY | 24,038 | $621 | 12/31/2023 |
Benjamin Edwards Inc. | 23,515 | $608 | 12/31/2023 |
IBDY | 23,515 | $608 | 12/31/2023 |
Stonebrook Private Inc. | 22,303 | $577 | 12/31/2023 |
IBDY | 22,303 | $577 | 12/31/2023 |
James Investment Research Inc. | 20,575 | $532 | 12/31/2023 |
IBDY | 20,575 | $532 | 12/31/2023 |
United Capital Financial Advisers LLC | 19,673 | $509 | 12/31/2023 |
IBDY | 19,673 | $509 | 12/31/2023 |
BKD Wealth Advisors LLC | 19,372 | $494 | 03/31/2024 |
IBDY | 19,372 | $494 | 03/31/2024 |
Mariner LLC | 16,615 | $429 | 12/31/2023 |
IBDY | 16,615 | $429 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 16,477 | $420 | 03/31/2024 |
IBDY | 16,477 | $420 | 03/31/2024 |
MML Investors Services LLC | 15,806 | $409 | 12/31/2023 |
IBDY | 15,806 | $409 | 12/31/2023 |
Montecito Bank & Trust | 11,742 | $299 | 03/31/2024 |
IBDY | 11,742 | $299 | 03/31/2024 |
Cliftonlarsonallen Wealth Advisors LLC | 11,458 | $296 | 12/31/2023 |
IBDY | 11,458 | $296 | 12/31/2023 |
Segment Wealth Management LLC | 9,480 | $242 | 03/31/2024 |
IBDY | 9,480 | $242 | 03/31/2024 |
Ellis Investment Partners LLC | 8,448 | $215 | 03/31/2024 |
IBDY | 8,448 | $215 | 03/31/2024 |
Avantax Advisory Services Inc. | 8,019 | $207 | 12/31/2023 |
IBDY | 8,019 | $207 | 12/31/2023 |
Koesten Hirschmann & Crabtree INC. | 4,970 | $128 | 12/31/2023 |
IBDY | 4,970 | $128 | 12/31/2023 |
Comerica Bank | 3,857 | $100 | 12/31/2023 |
IBDY | 3,857 | $100 | 12/31/2023 |
IFP Advisors Inc | 3,698 | $96 | 12/31/2023 |
IBDY | 3,698 | $96 | 12/31/2023 |
Adirondack Trust Co. | 3,282 | $84 | 03/31/2024 |
IBDY | 3,282 | $84 | 03/31/2024 |
Royal Bank of Canada | 2,898 | $75 | 12/31/2023 |
IBDY | 2,898 | $75 | 12/31/2023 |
CVA Family Office LLC | 2,755 | $70 | 03/31/2024 |
IBDY | 2,755 | $70 | 03/31/2024 |
CENTRAL TRUST Co | 1,184 | $30 | 03/31/2024 |
IBDY | 1,184 | $30 | 03/31/2024 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
IBDY | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IBDY
See Details: Top 10 Hedge Funds Holding IBDY
Also See: IBDY Holdings Changes
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