HoldingsChannel.com
Funds Holding IBML
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE478,934$12,366 12/31/2019
     IBML478,934$12,366 12/31/2019
HighTower Advisors LLC474,517$12,255 12/31/2019
     IBML474,517$12,255 12/31/2019
Morgan Stanley453,111$11,699 12/31/2019
     IBML453,111$11,699 12/31/2019
UBS Group AG330,959$8,545 12/31/2019
     IBML330,959$8,545 12/31/2019
Wells Fargo & Company MN312,032$8,056 12/31/2019
     IBML312,032$8,056 12/31/2019
United Capital Financial Advisers LLC245,228$6,332 12/31/2019
     IBML245,228$6,332 12/31/2019
Envestnet Asset Management Inc.233,697$6,034 12/31/2019
     IBML233,697$6,034 12/31/2019
US Bancorp DE229,169$5,917 12/31/2019
     IBML229,169$5,917 12/31/2019
Jane Street Group LLC208,390$5,381 12/31/2019
     IBML208,390$5,381 12/31/2019
Gateway Advisory LLC207,198$5,350 12/31/2019
     IBML207,198$5,350 12/31/2019
Raymond James Financial Services Advisors Inc.158,710$4,098 12/31/2019
     IBML158,710$4,098 12/31/2019
Royal Bank of Canada158,517$4,093 12/31/2019
     IBML158,517$4,093 12/31/2019
GWM Advisors LLC153,560$3,964 12/31/2019
     IBML153,560$3,964 12/31/2019
Sunbelt Securities Inc.593$3,828 12/31/2019
     IBML593$3,828 12/31/2019
Leavell Investment Management Inc.144,645$3,735 12/31/2019
     IBML144,645$3,735 12/31/2019
Confluence Investment Management LLC139,159$3,593 12/31/2019
     IBML139,159$3,593 12/31/2019
Raymond James & Associates127,069$3,281 12/31/2019
     IBML127,069$3,281 12/31/2019
AMG National Trust Bank119,207$3,078 12/31/2019
     IBML119,207$3,078 12/31/2019
LPL Financial LLC108,540$2,802 12/31/2019
     IBML108,540$2,802 12/31/2019
Guidant Wealth Advisors100,342$2,585 09/30/2019
     IBML100,342$2,585 09/30/2019
CENTRAL TRUST Co88,700$2,290 12/31/2019
     IBML88,700$2,290 12/31/2019
Stonebridge Capital Advisors LLC83,653$2,160 12/31/2019
     IBML83,653$2,160 12/31/2019
Cliftonlarsonallen Wealth Advisors LLC76,578$1,977 12/31/2019
     IBML76,578$1,977 12/31/2019
Private Advisor Group LLC76,442$1,974 12/31/2019
     IBML76,442$1,974 12/31/2019
Regions Financial Corp76,422$1,973 12/31/2019
     IBML76,422$1,973 12/31/2019
Mariner LLC70,900$1,831 12/31/2019
     IBML70,900$1,831 12/31/2019
Sentinel Pension Advisors Inc.70,501$1,820 12/31/2019
     IBML70,501$1,820 12/31/2019
EP Wealth Advisors LLC66,602$1,720 12/31/2019
     IBML66,602$1,720 12/31/2019
Mercer Global Advisors Inc. ADV61,429$1,586 12/31/2019
     IBML61,429$1,586 12/31/2019
LifeSteps Financial Inc.58,964$1,522 12/31/2019
     IBML58,964$1,522 12/31/2019
Stifel Financial Corp57,800$1,495 12/31/2019
     IBML57,800$1,495 12/31/2019
Lincoln National Corp57,410$1,482 12/31/2019
     IBML57,410$1,482 12/31/2019
Carnegie Capital Asset Management LLC54,879$1,417 12/31/2019
     IBML54,879$1,417 12/31/2019
Northwestern Mutual Wealth Management Co.54,286$1,402 12/31/2019
     IBML54,286$1,402 12/31/2019
Honkamp Krueger Financial Services Inc.43,966$1,135 12/31/2019
     IBML43,966$1,135 12/31/2019
Paulson Wealth Management Inc.42,810$1,112 12/31/2019
     IBML42,810$1,112 12/31/2019
Roof Eidam & Maycock ADV42,810$1,105 12/31/2019
     IBML42,810$1,105 12/31/2019
Commonwealth Equity Services LLC38,719$999 12/31/2019
     IBML38,719$999 12/31/2019
Covington Investment Advisors Inc.37,001$955 12/31/2019
     IBML37,001$955 12/31/2019
Fieldpoint Private Securities LLC34,000$878 12/31/2019
     IBML34,000$878 12/31/2019
Guidance Point Advisors LLC32,604$841 12/31/2019
     IBML32,604$841 12/31/2019
Altium Wealth Management LLC31,318$809 12/31/2019
     IBML31,318$809 12/31/2019
Sonata Capital Group Inc.29,646$765 12/31/2019
     IBML29,646$765 12/31/2019
Capital Directions Investment Advisors LLC28,918$747 12/31/2019
     IBML28,918$747 12/31/2019
Tlwm26,720$690 12/31/2019
     IBML26,720$690 12/31/2019
Lee Financial Co25,994$671 12/31/2019
     IBML25,994$671 12/31/2019
Cedar Brook Financial Partners LLC24,008$620 12/31/2019
     IBML24,008$620 12/31/2019
Cambridge Investment Research Advisors Inc.23,861$616 12/31/2019
     IBML23,861$616 12/31/2019
Flow Traders U.S. LLC23,141$598 12/31/2019
     IBML23,141$598 12/31/2019
ETF Portfolio Partners Inc.20,455$528 12/31/2019
     IBML20,455$528 12/31/2019
Wrapmanager Inc.20,382$526 12/31/2019
     IBML20,382$526 12/31/2019
Wilbanks Smith & Thomas Asset Management LLC19,818$512 12/31/2019
     IBML19,818$512 12/31/2019
Phillips Financial Management LLC19,414$500 09/30/2019
     IBML19,414$500 09/30/2019
Ausdal Financial Partners Inc.18,366$478 12/31/2019
     IBML18,366$478 12/31/2019
Asset Dedication LLC18,297$471 12/31/2019
     IBML18,297$471 12/31/2019
Sigma Investment Counselors Inc.17,640$455 12/31/2019
     IBML17,640$455 12/31/2019
Peloton Wealth Strategists17,000$439 12/31/2019
     IBML17,000$439 12/31/2019
Valmark Advisers Inc.16,633$429 12/31/2019
     IBML16,633$429 12/31/2019
BCS Wealth Management15,762$407 12/31/2019
     IBML15,762$407 12/31/2019
Brandywine Oak Private Wealth LLC15,450$398 12/31/2019
     IBML15,450$398 12/31/2019
Sandy Spring Bank15,045$388 12/31/2019
     IBML15,045$388 12/31/2019
Ameritas Investment Partners Inc.13,529$349 12/31/2019
     IBML13,529$349 12/31/2019
Capital Investment Advisors LLC12,593$325 12/31/2019
     IBML12,593$325 12/31/2019
Independent Advisor Alliance12,278$317 12/31/2019
     IBML12,278$317 12/31/2019
D.A. Davidson & CO.12,209$315 12/31/2019
     IBML12,209$315 12/31/2019
Klingman & Associates LLC11,715$302 12/31/2019
     IBML11,715$302 12/31/2019
Advisor Group Inc.11,068$286 12/31/2019
     IBML11,068$286 12/31/2019
Gladstone Institutional Advisory LLC10,647$275 12/31/2019
     IBML10,647$275 12/31/2019
Captrust Financial Advisors10,400$269 12/31/2019
     IBML10,400$269 12/31/2019
Boston Advisors LLC10,400$268 09/30/2019
     IBML10,400$268 09/30/2019
Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,668$251 12/31/2019
     IBML9,668$251 12/31/2019
Beacon Pointe Wealth Advisors LLC9,486$246 12/31/2019
     IBML9,486$246 12/31/2019
Integrated Wealth Concepts LLC8,556$220 09/30/2019
     IBML8,556$220 09/30/2019
Kathmere Capital Management LLC8,222$212 12/31/2019
     IBML8,222$212 12/31/2019
Wealthstar Advisors LLC $177 12/31/2019
     Call683,900$177 12/31/2019
FinTrust Capital Advisors LLC6,582$170 12/31/2019
     IBML6,582$170 12/31/2019
MCF Advisors LLC4,303$111 12/31/2019
     IBML4,303$111 12/31/2019
Northern Oak Wealth Management Inc.4,110$106 12/31/2019
     IBML4,110$106 12/31/2019
Steward Partners Investment Advisory LLC2,637$68 12/31/2019
     IBML2,637$68 12/31/2019
Ladenburg Thalmann Financial Services Inc.2,530$65 09/30/2019
     IBML2,530$65 09/30/2019
Ameritas Investment Corp2,189$56 09/30/2019
     IBML2,189$56 09/30/2019
Advisory Services Network LLC1,945$50 12/31/2019
     IBML1,945$50 12/31/2019
Vigilant Capital Management LLC1,390$36 12/31/2019
     IBML1,390$36 12/31/2019
Fusion Family Wealth LLC1,229$32 12/31/2019
     IBML1,229$32 12/31/2019
Coastal Capital Group Inc.1,231$31 12/31/2019
     IBML1,231$31 12/31/2019
AdvisorNet Financial Inc900$23 12/31/2019
     IBML900$23 12/31/2019
BlackRock Inc.138$4 12/31/2019
     IBML138$4 12/31/2019
FMR LLC1$0 12/31/2019
     IBML1$0 12/31/2019
Proequities Inc.0$0 12/31/2019
     IBML0$0 12/31/2019
IFP Advisors Inc0$0 12/31/2019
     IBML0$0 12/31/2019

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

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