HoldingsChannel.com
Funds Holding IBMJ
HolderAmountPosition Size
($ in 1000's)
 As of
US Bancorp DE591,069$15,333 06/30/2020
     IBMJ591,069$15,333 06/30/2020
Bank of America Corp DE575,185$14,921 06/30/2020
     IBMJ575,185$14,921 06/30/2020
Morgan Stanley465,921$12,086 06/30/2020
     IBMJ465,921$12,086 06/30/2020
Wells Fargo & Company MN429,576$11,143 06/30/2020
     IBMJ429,576$11,143 06/30/2020
UBS Group AG365,281$9,475 06/30/2020
     IBMJ365,281$9,475 06/30/2020
Leavell Investment Management Inc.289,894$7,520 06/30/2020
     IBMJ289,894$7,520 06/30/2020
Envestnet Asset Management Inc.226,149$5,866 06/30/2020
     IBMJ226,149$5,866 06/30/2020
HighTower Advisors LLC219,676$5,698 06/30/2020
     IBMJ219,676$5,698 06/30/2020
Raymond James Financial Services Advisors Inc.202,908$5,263 06/30/2020
     IBMJ202,908$5,263 06/30/2020
Gateway Advisory LLC200,236$5,194 06/30/2020
     IBMJ200,236$5,194 06/30/2020
Stonebridge Capital Advisors LLC191,689$4,972 06/30/2020
     IBMJ191,689$4,972 06/30/2020
United Capital Financial Advisers LLC180,755$4,689 06/30/2020
     IBMJ180,755$4,689 06/30/2020
LPL Financial LLC169,702$4,402 06/30/2020
     IBMJ169,702$4,402 06/30/2020
Cliftonlarsonallen Wealth Advisors LLC167,059$4,334 06/30/2020
     IBMJ167,059$4,334 06/30/2020
Northwestern Mutual Wealth Management Co.165,183$4,285 06/30/2020
     IBMJ165,183$4,285 06/30/2020
Private Advisor Group LLC155,108$4,023 06/30/2020
     IBMJ155,108$4,023 06/30/2020
Jane Street Group LLC148,114$3,842 06/30/2020
     IBMJ148,114$3,842 06/30/2020
Mariner LLC134,833$3,498 06/30/2020
     IBMJ134,833$3,498 06/30/2020
Wealthquest Corp129,888$3,369 06/30/2020
     IBMJ129,888$3,369 06/30/2020
Legacy Private Trust Co.119,760$3,107 06/30/2020
     IBMJ119,760$3,107 06/30/2020
Beacon Pointe Advisors LLC86,732$2,248 06/30/2020
     IBMJ86,732$2,248 06/30/2020
Fieldpoint Private Securities LLC85,360$2,214 06/30/2020
     IBMJ85,360$2,214 06/30/2020
Royal Bank of Canada85,326$2,213 06/30/2020
     IBMJ85,326$2,213 06/30/2020
Praetorian Wealth Management Inc.84,114$2,182 06/30/2020
     IBMJ84,114$2,182 06/30/2020
Sentinel Pension Advisors Inc.82,210$2,133 06/30/2020
     IBMJ82,210$2,133 06/30/2020
Commonwealth Equity Services LLC78,962$2,048 06/30/2020
     IBMJ78,962$2,048 06/30/2020
EP Wealth Advisors LLC0$1,945 06/30/2020
     IBMJ0$1,945 06/30/2020
Carnegie Capital Asset Management LLC72,753$1,887 06/30/2020
     IBMJ72,753$1,887 06/30/2020
Ferris Capital LLC67,719$1,757 06/30/2020
     IBMJ67,719$1,757 06/30/2020
Estate Counselors LLC67,390$1,748 06/30/2020
     IBMJ67,390$1,748 06/30/2020
Raymond James & Associates66,820$1,733 06/30/2020
     IBMJ66,820$1,733 06/30/2020
Citadel Advisors LLC61,480$1,595 06/30/2020
     IBMJ61,480$1,595 06/30/2020
Brandywine Oak Private Wealth LLC56,778$1,472 06/30/2020
     IBMJ56,778$1,472 06/30/2020
Paulson Wealth Management Inc.55,827$1,448 06/30/2020
     IBMJ55,827$1,448 06/30/2020
Stifel Financial Corp53,649$1,392 06/30/2020
     IBMJ53,649$1,392 06/30/2020
Mercer Global Advisors Inc. ADV53,499$1,388 06/30/2020
     IBMJ53,499$1,388 06/30/2020
Honkamp Krueger Financial Services Inc.49,449$1,283 06/30/2020
     IBMJ49,449$1,283 06/30/2020
Sonata Capital Group Inc.47,800$1,240 06/30/2020
     IBMJ47,800$1,240 06/30/2020
AMG National Trust Bank42,668$1,107 06/30/2020
     IBMJ42,668$1,107 06/30/2020
Advisor Group Holdings Inc.41,432$1,075 06/30/2020
     IBMJ41,432$1,075 06/30/2020
Guidance Point Advisors LLC40,778$1,057 06/30/2020
     IBMJ40,778$1,057 06/30/2020
Roof Eidam & Maycock ADV40,510$1,051 06/30/2020
     IBMJ40,510$1,051 06/30/2020
Capital Directions Investment Advisors LLC39,752$1,031 06/30/2020
     IBMJ39,752$1,031 06/30/2020
Altium Wealth Management LLC38,736$1,005 06/30/2020
     IBMJ38,736$1,005 06/30/2020
Covington Investment Advisors Inc.36,466$946 06/30/2020
     IBMJ36,466$946 06/30/2020
Ameriprise Financial Inc.34,398$892 06/30/2020
     IBMJ34,398$892 06/30/2020
Valmark Advisers Inc.31,794$825 06/30/2020
     IBMJ31,794$825 06/30/2020
Cambridge Investment Research Advisors Inc.31,792$825 06/30/2020
     IBMJ31,792$825 06/30/2020
Integrated Wealth Concepts LLC31,380$814 06/30/2020
     IBMJ31,380$814 06/30/2020
Lincoln National Corp29,706$771 06/30/2020
     IBMJ29,706$771 06/30/2020
First National Corp MA ADV28,680$744 06/30/2020
     IBMJ28,680$744 06/30/2020
Regions Financial Corp28,046$728 06/30/2020
     IBMJ28,046$728 06/30/2020
GWM Advisors LLC26,724$693 06/30/2020
     IBMJ26,724$693 06/30/2020
Cedar Brook Financial Partners LLC25,522$662 06/30/2020
     IBMJ25,522$662 06/30/2020
DAVENPORT & Co LLC25,350$658 06/30/2020
     IBMJ25,350$658 06/30/2020
ETF Portfolio Partners Inc.24,933$647 06/30/2020
     IBMJ24,933$647 06/30/2020
MCF Advisors LLC24,018$623 06/30/2020
     IBMJ24,018$623 06/30/2020
Kathmere Capital Management LLC23,299$604 06/30/2020
     IBMJ23,299$604 06/30/2020
Wilbanks Smith & Thomas Asset Management LLC23,110$599 06/30/2020
     IBMJ23,110$599 06/30/2020
Susquehanna International Group LLP22,249$577 06/30/2020
     IBMJ22,249$577 06/30/2020
SlateStone Wealth LLC21,914$568 06/30/2020
     IBMJ21,914$568 06/30/2020
Janney Montgomery Scott LLC21,671$562 06/30/2020
     IBMJ21,671$562 06/30/2020
Gofen & Glossberg LLC IL20,900$542 06/30/2020
     IBMJ20,900$542 06/30/2020
CENTRAL TRUST Co20,400$529 06/30/2020
     IBMJ20,400$529 06/30/2020
Flaharty Asset Management LLC20,090$521 06/30/2020
     IBMJ20,090$521 06/30/2020
Northern Oak Wealth Management Inc.19,530$507 06/30/2020
     IBMJ19,530$507 06/30/2020
Wrapmanager Inc.18,996$493 06/30/2020
     IBMJ18,996$493 06/30/2020
Sandy Spring Bank18,245$473 06/30/2020
     IBMJ18,245$473 06/30/2020
Ausdal Financial Partners Inc.18,195$472 06/30/2020
     IBMJ18,195$472 06/30/2020
Managed Account Services Inc.17,398$451 06/30/2020
     IBMJ17,398$451 06/30/2020
Donaldson Capital Management LLC16,708$433 06/30/2020
     IBMJ16,708$433 06/30/2020
Royal Harbor Partners LLC15,613$405 06/30/2020
     IBMJ15,613$405 06/30/2020
Asset Dedication LLC15,074$391 06/30/2020
     IBMJ15,074$391 06/30/2020
BlackRock Inc.14,820$384 06/30/2020
     IBMJ14,820$384 06/30/2020
D.A. Davidson & CO.14,479$376 06/30/2020
     IBMJ14,479$376 06/30/2020
BCS Wealth Management14,489$376 06/30/2020
     IBMJ14,489$376 06/30/2020
Vista Private Wealth Partners. LLC13,790$358 06/30/2020
     IBMJ13,790$358 06/30/2020
Baird Financial Group Inc.13,646$352 06/30/2020
     IBMJ13,646$352 06/30/2020
Personal Resources Investment & Strategic Management Inc.13,544$351 06/30/2020
     IBMJ13,544$351 06/30/2020
Stratos Wealth Partners LTD.12,925$335 06/30/2020
     IBMJ12,925$335 06/30/2020
Taylor Cottrill Erickson & Associates Inc.12,695$329 06/30/2020
     IBMJ12,695$329 06/30/2020
JPMorgan Chase & Co.12,624$327 06/30/2020
     IBMJ12,624$327 06/30/2020
King Luther Capital Management Corp11,848$307 06/30/2020
     IBMJ11,848$307 06/30/2020
Autus Asset Management LLC11,500$298 06/30/2020
     IBMJ11,500$298 06/30/2020
Sigma Investment Counselors Inc.10,685$277 06/30/2020
     IBMJ10,685$277 06/30/2020
Capital One Financial Corp10,593$275 06/30/2020
     IBMJ10,593$275 06/30/2020
Lee Financial Co10,221$265 06/30/2020
     IBMJ10,221$265 06/30/2020
Emerald Advisors LLC10,000$259 06/30/2020
     IBMJ10,000$259 06/30/2020
Brookstone Capital Management9,889$257 06/30/2020
     IBMJ9,889$257 06/30/2020
Ameritas Investment Partners Inc.9,035$234 06/30/2020
     IBMJ9,035$234 06/30/2020
Peloton Wealth Strategists9,000$233 06/30/2020
     IBMJ9,000$233 06/30/2020
Archford Capital Strategies LLC8,980$233 06/30/2020
     IBMJ8,980$233 06/30/2020
Bridgeworth LLC8,425$219 06/30/2020
     IBMJ8,425$219 06/30/2020
Tlwm7,923$206 06/30/2020
     IBMJ7,923$206 06/30/2020
Orion Portfolio Solutions LLC7,735$201 06/30/2020
     IBMJ7,735$201 06/30/2020
Resources Investment Advisors LLC.7,735$200 06/30/2020
     IBMJ7,735$200 06/30/2020
Captrust Financial Advisors7,002$181 06/30/2020
     IBMJ7,002$181 06/30/2020
Princeton Global Asset Management LLC6,744$174 06/30/2020
     IBMJ6,744$174 06/30/2020
Weaver Consulting Group4,900$127 06/30/2020
     IBMJ4,900$127 06/30/2020
Vigilant Capital Management LLC2,995$78 06/30/2020
     IBMJ2,995$78 06/30/2020
Steward Partners Investment Advisory LLC2,617$68 06/30/2020
     IBMJ2,617$68 06/30/2020
Laurel Wealth Advisors LLC2,400$62 06/30/2020
     IBMJ2,400$62 06/30/2020
Patriot Investment Management Inc.1,945$50 06/30/2020
     IBMJ1,945$50 06/30/2020
Blair William & Co. IL1,200$31 06/30/2020
     IBMJ1,200$31 06/30/2020
Valley National Advisers Inc.1,028$27 06/30/2020
     IBMJ1,028$27 06/30/2020
Whittier Trust Co. of Nevada Inc.1,033$27 06/30/2020
     IBMJ1,033$27 06/30/2020
New Capital Management LP1,012$26 06/30/2020
     IBMJ1,012$26 06/30/2020
Capital Asset Advisory Services LLC976$25 06/30/2020
     IBMJ976$25 06/30/2020
Rockbridge Investment Management LCC970$25 06/30/2020
     IBMJ970$25 06/30/2020
Parallel Advisors LLC902$23 06/30/2020
     IBMJ902$23 06/30/2020
Flagship Harbor Advisors LLC764$19 06/30/2020
     IBMJ764$19 06/30/2020
Ellis Investment Partners LLC501$12 06/30/2020
     IBMJ501$12 06/30/2020
CWM LLC390$10 06/30/2020
     IBMJ390$10 06/30/2020
Coastal Capital Group Inc.392$10 06/30/2020
     IBMJ392$10 06/30/2020
Procyon Private Wealth Partners LLC397$10 06/30/2020
     IBMJ397$10 06/30/2020
Proequities Inc.0$0 06/30/2020
     IBMJ0$0 06/30/2020
IFP Advisors Inc0$0 06/30/2020
     IBMJ0$0 06/30/2020

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

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