HoldingsChannel.com
Funds Holding IBMK
HolderAmountPosition Size
($ in 1000's)
 As of
US Bancorp DE906,683$23,582 03/31/2020
     IBMK906,683$23,582 03/31/2020
Morgan Stanley713,212$18,551 03/31/2020
     IBMK713,212$18,551 03/31/2020
Bank of America Corp DE544,346$14,159 03/31/2020
     IBMK544,346$14,159 03/31/2020
GW Henssler & Associates Ltd.457,237$12,080 06/30/2020
     IBMK457,237$12,080 06/30/2020
Jane Street Group LLC426,529$11,094 03/31/2020
     IBMK426,529$11,094 03/31/2020
UBS Group AG394,714$10,428 06/30/2020
     IBMK394,714$10,428 06/30/2020
Wells Fargo & Company MN309,296$8,045 03/31/2020
     IBMK309,296$8,045 03/31/2020
Leavell Investment Management Inc.302,041$7,980 06/30/2020
     IBMK302,041$7,980 06/30/2020
Susquehanna International Group LLP231,799$6,029 03/31/2020
     IBMK231,799$6,029 03/31/2020
Raymond James Financial Services Advisors Inc.221,323$5,847 06/30/2020
     IBMK221,323$5,847 06/30/2020
Assetmark Inc.222,821$5,796 03/31/2020
     IBMK222,821$5,796 03/31/2020
HighTower Advisors LLC211,476$5,502 03/31/2020
     IBMK211,476$5,502 03/31/2020
Commonwealth Equity Services LLC210,477$5,474 03/31/2020
     IBMK210,477$5,474 03/31/2020
Gateway Advisory LLC196,043$5,179 06/30/2020
     IBMK196,043$5,179 06/30/2020
United Capital Financial Advisers LLC191,836$4,990 03/31/2020
     IBMK191,836$4,990 03/31/2020
Envestnet Asset Management Inc.181,621$4,798 06/30/2020
     IBMK181,621$4,798 06/30/2020
LPL Financial LLC182,107$4,737 03/31/2020
     IBMK182,107$4,737 03/31/2020
Fusion Family Wealth LLC164,619$4,282 03/31/2020
     IBMK164,619$4,282 03/31/2020
Stonebridge Capital Advisors LLC140,694$3,659 03/31/2020
     IBMK140,694$3,659 03/31/2020
Confluence Investment Management LLC135,171$3,571 06/30/2020
     IBMK135,171$3,571 06/30/2020
Cliftonlarsonallen Wealth Advisors LLC132,852$3,510 06/30/2020
     IBMK132,852$3,510 06/30/2020
Lincoln National Corp123,981$3,276 06/30/2020
     IBMK123,981$3,276 06/30/2020
Praetorian Wealth Management Inc.112,102$2,962 06/30/2020
     IBMK112,102$2,962 06/30/2020
Estate Counselors LLC108,245$2,815 03/31/2020
     IBMK108,245$2,815 03/31/2020
Private Advisor Group LLC102,671$2,670 03/31/2020
     IBMK102,671$2,670 03/31/2020
PFS Investments Inc.98,108$2,552 03/31/2020
     IBMK98,108$2,552 03/31/2020
Mariner LLC90,578$2,356 03/31/2020
     IBMK90,578$2,356 03/31/2020
CENTRAL TRUST Co87,115$2,302 06/30/2020
     IBMK87,115$2,302 06/30/2020
Stifel Financial Corp85,137$2,216 03/31/2020
     IBMK85,137$2,216 03/31/2020
Sentinel Pension Advisors Inc.83,295$2,201 06/30/2020
     IBMK83,295$2,201 06/30/2020
Northwestern Mutual Wealth Management Co.78,943$2,054 03/31/2020
     IBMK78,943$2,054 03/31/2020
Phillips Financial Management LLC78,444$2,010 03/31/2020
     IBMK78,444$2,010 03/31/2020
EP Wealth Advisors LLC75,905$1,974 03/31/2020
     IBMK75,905$1,974 03/31/2020
Sonata Capital Group Inc.70,226$1,855 06/30/2020
     IBMK70,226$1,855 06/30/2020
Mercer Global Advisors Inc. ADV68,452$1,780 03/31/2020
     IBMK68,452$1,780 03/31/2020
LifeSteps Financial Inc.66,357$1,726 03/31/2020
     IBMK66,357$1,726 03/31/2020
Ferris Capital LLC66,325$1,725 03/31/2020
     IBMK66,325$1,725 03/31/2020
Managed Account Services Inc.63,675$1,689 06/30/2020
     IBMK63,675$1,689 06/30/2020
Fieldpoint Private Securities LLC61,850$1,609 03/31/2020
     IBMK61,850$1,609 03/31/2020
Beacon Pointe Advisors LLC57,664$1,498 03/31/2020
     IBMK57,664$1,498 03/31/2020
Honkamp Krueger Financial Services Inc.50,074$1,323 06/30/2020
     IBMK50,074$1,323 06/30/2020
Raymond James & Associates49,802$1,316 06/30/2020
     IBMK49,802$1,316 06/30/2020
Brandywine Oak Private Wealth LLC50,260$1,307 03/31/2020
     IBMK50,260$1,307 03/31/2020
Carnegie Capital Asset Management LLC48,417$1,279 06/30/2020
     IBMK48,417$1,279 06/30/2020
Citadel Advisors LLC45,848$1,193 03/31/2020
     IBMK45,848$1,193 03/31/2020
Royal Bank of Canada43,094$1,121 03/31/2020
     IBMK43,094$1,121 03/31/2020
AMG National Trust Bank42,175$1,097 03/31/2020
     IBMK42,175$1,097 03/31/2020
Regions Financial Corp40,744$1,077 06/30/2020
     IBMK40,744$1,077 06/30/2020
Paulson Wealth Management Inc.40,432$1,068 06/30/2020
     IBMK40,432$1,068 06/30/2020
Altium Wealth Management LLC38,503$1,017 06/30/2020
     IBMK38,503$1,017 06/30/2020
Roof Eidam & Maycock ADV38,435$1,000 03/31/2020
     IBMK38,435$1,000 03/31/2020
Tlwm38,458$1,000 03/31/2020
     IBMK38,458$1,000 03/31/2020
Guidance Point Advisors LLC37,333$986 06/30/2020
     IBMK37,333$986 06/30/2020
Covington Investment Advisors Inc.36,040$937 03/31/2020
     IBMK36,040$937 03/31/2020
Corbett Road Capital Management LLC34,992$924 06/30/2020
     IBMK34,992$924 06/30/2020
Legacy Private Trust Co.33,305$880 06/30/2020
     IBMK33,305$880 06/30/2020
Valmark Advisers Inc.32,193$851 06/30/2020
     IBMK32,193$851 06/30/2020
Cambridge Investment Research Advisors Inc.30,722$812 06/30/2020
     IBMK30,722$812 06/30/2020
Capital Directions Investment Advisors LLC31,048$808 03/31/2020
     IBMK31,048$808 03/31/2020
AllSquare Wealth Management LLC29,290$762 03/31/2020
     IBMK29,290$762 03/31/2020
First National Corp MA ADV28,396$750 06/30/2020
     IBMK28,396$750 06/30/2020
Wilbanks Smith & Thomas Asset Management LLC28,080$742 06/30/2020
     IBMK28,080$742 06/30/2020
Personal Resources Investment & Strategic Management Inc.25,609$677 06/30/2020
     IBMK25,609$677 06/30/2020
Cedar Brook Financial Partners LLC25,270$657 03/31/2020
     IBMK25,270$657 03/31/2020
ETF Portfolio Partners Inc.24,746$654 06/30/2020
     IBMK24,746$654 06/30/2020
Vista Private Wealth Partners. LLC24,367$644 06/30/2020
     IBMK24,367$644 06/30/2020
Janney Montgomery Scott LLC24,062$636 06/30/2020
     IBMK24,062$636 06/30/2020
Advisor Group Holdings Inc.22,814$592 03/31/2020
     IBMK22,814$592 03/31/2020
SlateStone Wealth LLC21,510$568 06/30/2020
     IBMK21,510$568 06/30/2020
Ameriprise Financial Inc.21,700$566 03/31/2020
     IBMK21,700$566 03/31/2020
Sigma Investment Counselors Inc.21,190$560 06/30/2020
     IBMK21,190$560 06/30/2020
MCF Advisors LLC20,824$542 03/31/2020
     IBMK20,824$542 03/31/2020
DAVENPORT & Co LLC20,135$532 06/30/2020
     IBMK20,135$532 06/30/2020
Royal Harbor Partners LLC20,029$521 03/31/2020
     IBMK20,029$521 03/31/2020
Baird Financial Group Inc.19,795$515 03/31/2020
     IBMK19,795$515 03/31/2020
Trust Co. of Virginia VA18,875$498 06/30/2020
     IBMK18,875$498 06/30/2020
Sandy Spring Bank18,490$481 03/31/2020
     IBMK18,490$481 03/31/2020
Asset Dedication LLC18,302$475 03/31/2020
     IBMK18,302$475 03/31/2020
Ausdal Financial Partners Inc.18,015$471 03/31/2020
     IBMK18,015$471 03/31/2020
King Luther Capital Management Corp17,703$460 03/31/2020
     IBMK17,703$460 03/31/2020
Peloton Wealth Strategists17,500$455 03/31/2020
     IBMK17,500$455 03/31/2020
Stratos Wealth Partners LTD.16,940$448 06/30/2020
     IBMK16,940$448 06/30/2020
Donaldson Capital Management LLC16,489$436 06/30/2020
     IBMK16,489$436 06/30/2020
Integrated Wealth Concepts LLC15,883$420 06/30/2020
     IBMK15,883$420 06/30/2020
Truist Financial Corp15,640$407 03/31/2020
     IBMK15,640$407 03/31/2020
Wrapmanager Inc.14,878$387 03/31/2020
     IBMK14,878$387 03/31/2020
GWM Advisors LLC14,491$383 06/30/2020
     IBMK14,491$383 06/30/2020
BCS Wealth Management14,347$379 06/30/2020
     IBMK14,347$379 06/30/2020
Actinver Wealth Management Inc.14,253$377 06/30/2020
     IBMK14,253$377 06/30/2020
Palladium Partners LLC12,780$332 03/31/2020
     IBMK12,780$332 03/31/2020
Ameritas Investment Partners Inc.11,935$310 03/31/2020
     IBMK11,935$310 03/31/2020
BlackRock Inc.11,928$310 03/31/2020
     IBMK11,928$310 03/31/2020
Simmons Bank11,894$309 03/31/2020
     IBMK11,894$309 03/31/2020
NovaPoint Capital LLC10,676$278 03/31/2020
     IBMK10,676$278 03/31/2020
Kathmere Capital Management LLC10,543$274 03/31/2020
     IBMK10,543$274 03/31/2020
Captrust Financial Advisors10,623$273 03/31/2020
     IBMK10,623$273 03/31/2020
Taylor Cottrill Erickson & Associates Inc.10,015$265 06/30/2020
     IBMK10,015$265 06/30/2020
Lee Financial Co10,183$265 03/31/2020
     IBMK10,183$265 03/31/2020
Emerald Advisors LLC10,000$262 03/31/2020
     IBMK10,000$262 03/31/2020
Klingman & Associates LLC9,499$251 06/30/2020
     IBMK9,499$251 06/30/2020
Capital One Financial Corp9,379$244 03/31/2020
     IBMK9,379$244 03/31/2020
Archford Capital Strategies LLC8,605$227 06/30/2020
     IBMK8,605$227 06/30/2020
Capital Investment Advisors LLC8,566$226 06/30/2020
     IBMK8,566$226 06/30/2020
Wealthstar Advisors LLC8,646$225 03/31/2020
     IBMK8,646$225 03/31/2020
Bridgeworth LLC8,355$217 03/31/2020
     IBMK8,355$217 03/31/2020
Sigma Planning Corp8,143$215 06/30/2020
     IBMK8,143$215 06/30/2020
Northern Oak Wealth Management Inc.8,215$214 03/31/2020
     IBMK8,215$214 03/31/2020
Resources Investment Advisors LLC.7,989$210 03/31/2020
     IBMK7,989$210 03/31/2020
Orion Portfolio Solutions LLC7,989$208 03/31/2020
     IBMK7,989$208 03/31/2020
SkyOak Wealth LLC7,863$205 03/31/2020
     IBMK7,863$205 03/31/2020
FinTrust Capital Advisors LLC6,445$168 03/31/2020
     IBMK6,445$168 03/31/2020
Vigilant Capital Management LLC4,576$121 06/30/2020
     IBMK4,576$121 06/30/2020
Princeton Global Asset Management LLC4,373$114 03/31/2020
     IBMK4,373$114 03/31/2020
Steward Partners Investment Advisory LLC2,603$67 03/31/2020
     IBMK2,603$67 03/31/2020
Ameritas Investment Company LLC2,139$56 03/31/2020
     IBMK2,139$56 03/31/2020
Advisory Services Network LLC1,992$52 03/31/2020
     IBMK1,992$52 03/31/2020
Front Row Advisors LLC2,000$52 03/31/2020
     IBMK2,000$52 03/31/2020
Archer Investment Corp2,000$52 03/31/2020
     IBMK2,000$52 03/31/2020
Bogart Wealth LLC1,322$35 06/30/2020
     IBMK1,322$35 06/30/2020
Eudaimonia Partners LLC1,128$29 03/31/2020
     IBMK1,128$29 03/31/2020
Whittier Trust Co. of Nevada Inc.1,027$27 06/30/2020
     IBMK1,027$27 06/30/2020
FMR LLC1,052$27 03/31/2020
     IBMK1,052$27 03/31/2020
Valley National Advisers Inc.1,012$26 03/31/2020
     IBMK1,012$26 03/31/2020
Parallel Advisors LLC897$23 06/30/2020
     IBMK897$23 06/30/2020
IFP Advisors Inc $22 03/31/2020
     IBMK878$22 03/31/2020
     CEF0$0 03/31/2020
     Stock0$0 03/31/2020
Capital Asset Advisory Services LLC778$20 03/31/2020
     IBMK778$20 03/31/2020
Wealth Quarterback LLC683$18 03/31/2020
     IBMK683$18 03/31/2020
Coastal Capital Group Inc.491$13 06/30/2020
     IBMK491$13 06/30/2020
AdvisorNet Financial Inc390$10 03/31/2020
     IBMK390$10 03/31/2020
First Manhattan Co.367$9 03/31/2020
     IBMK367$9 03/31/2020
Tower Research Capital LLC TRC 100$3 03/31/2020
     IBMK100$3 03/31/2020
Proequities Inc.0$0 03/31/2020
     IBMK0$0 03/31/2020

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

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