HoldingsChannel.com
Funds Holding IBML
HolderAmountPosition Size
($ in 1000's)
 As of
HighTower Advisors LLC498,050$12,771 03/31/2020
     IBML498,050$12,771 03/31/2020
Morgan Stanley462,538$11,864 03/31/2020
     IBML462,538$11,864 03/31/2020
Bank of America Corp DE447,108$11,468 03/31/2020
     IBML447,108$11,468 03/31/2020
UBS Group AG404,975$10,387 03/31/2020
     IBML404,975$10,387 03/31/2020
Jane Street Group LLC369,753$9,484 03/31/2020
     IBML369,753$9,484 03/31/2020
Wells Fargo & Company MN255,112$6,544 03/31/2020
     IBML255,112$6,544 03/31/2020
US Bancorp DE238,506$6,117 03/31/2020
     IBML238,506$6,117 03/31/2020
Gateway Advisory LLC208,783$5,355 03/31/2020
     IBML208,783$5,355 03/31/2020
United Capital Financial Advisers LLC194,269$4,983 03/31/2020
     IBML194,269$4,983 03/31/2020
Envestnet Asset Management Inc.183,669$4,819 06/30/2020
     IBML183,669$4,819 06/30/2020
Raymond James Financial Services Advisors Inc.161,984$4,155 03/31/2020
     IBML161,984$4,155 03/31/2020
Leavell Investment Management Inc.157,020$4,028 03/31/2020
     IBML157,020$4,028 03/31/2020
Mariner LLC153,634$3,941 03/31/2020
     IBML153,634$3,941 03/31/2020
Royal Bank of Canada152,381$3,909 03/31/2020
     IBML152,381$3,909 03/31/2020
Confluence Investment Management LLC137,368$3,604 06/30/2020
     IBML137,368$3,604 06/30/2020
LPL Financial LLC121,421$3,114 03/31/2020
     IBML121,421$3,114 03/31/2020
AMG National Trust Bank119,207$3,058 03/31/2020
     IBML119,207$3,058 03/31/2020
EP Wealth Advisors LLC102,892$2,639 03/31/2020
     IBML102,892$2,639 03/31/2020
Private Advisor Group LLC97,319$2,497 03/31/2020
     IBML97,319$2,497 03/31/2020
Stonebridge Capital Advisors LLC89,515$2,296 03/31/2020
     IBML89,515$2,296 03/31/2020
CENTRAL TRUST Co85,650$2,197 03/31/2020
     IBML85,650$2,197 03/31/2020
Regions Financial Corp77,082$1,977 03/31/2020
     IBML77,082$1,977 03/31/2020
PFS Investments Inc.74,580$1,913 03/31/2020
     IBML74,580$1,913 03/31/2020
Sentinel Pension Advisors Inc.73,592$1,888 03/31/2020
     IBML73,592$1,888 03/31/2020
Raymond James & Associates73,084$1,875 03/31/2020
     IBML73,084$1,875 03/31/2020
Mercer Global Advisors Inc. ADV68,174$1,749 03/31/2020
     IBML68,174$1,749 03/31/2020
LifeSteps Financial Inc.61,152$1,569 03/31/2020
     IBML61,152$1,569 03/31/2020
Susquehanna International Group LLP60,793$1,559 03/31/2020
     IBML60,793$1,559 03/31/2020
Estate Counselors LLC60,700$1,557 03/31/2020
     IBML60,700$1,557 03/31/2020
Stifel Financial Corp59,147$1,522 03/31/2020
     IBML59,147$1,522 03/31/2020
Carnegie Capital Asset Management LLC56,194$1,474 06/30/2020
     IBML56,194$1,474 06/30/2020
Honkamp Krueger Financial Services Inc.47,483$1,218 03/31/2020
     IBML47,483$1,218 03/31/2020
Brandywine Oak Private Wealth LLC44,460$1,140 03/31/2020
     IBML44,460$1,140 03/31/2020
Ameriprise Financial Inc.43,133$1,108 03/31/2020
     IBML43,133$1,108 03/31/2020
Paulson Wealth Management Inc.42,056$1,087 03/31/2020
     IBML42,056$1,087 03/31/2020
Roof Eidam & Maycock ADV40,905$1,049 03/31/2020
     IBML40,905$1,049 03/31/2020
Commonwealth Equity Services LLC38,744$993 03/31/2020
     IBML38,744$993 03/31/2020
Covington Investment Advisors Inc.36,621$939 03/31/2020
     IBML36,621$939 03/31/2020
GWM Advisors LLC35,276$905 03/31/2020
     IBML35,276$905 03/31/2020
Legacy Private Trust Co.33,585$881 06/30/2020
     IBML33,585$881 06/30/2020
Fieldpoint Private Securities LLC34,000$872 03/31/2020
     IBML34,000$872 03/31/2020
Guidance Point Advisors LLC32,655$837 03/31/2020
     IBML32,655$837 03/31/2020
Altium Wealth Management LLC31,795$816 03/31/2020
     IBML31,795$816 03/31/2020
Capital Directions Investment Advisors LLC31,698$813 03/31/2020
     IBML31,698$813 03/31/2020
Sonata Capital Group Inc.30,606$785 03/31/2020
     IBML30,606$785 03/31/2020
Cambridge Investment Research Advisors Inc.29,937$768 03/31/2020
     IBML29,937$768 03/31/2020
Northwestern Mutual Wealth Management Co.28,719$737 03/31/2020
     IBML28,719$737 03/31/2020
Tlwm26,720$685 03/31/2020
     IBML26,720$685 03/31/2020
Lee Financial Co25,994$667 03/31/2020
     IBML25,994$667 03/31/2020
Wilbanks Smith & Thomas Asset Management LLC24,431$627 03/31/2020
     IBML24,431$627 03/31/2020
Cedar Brook Financial Partners LLC24,024$616 03/31/2020
     IBML24,024$616 03/31/2020
Sigma Investment Counselors Inc.23,640$606 03/31/2020
     IBML23,640$606 03/31/2020
Phillips Financial Management LLC20,947$533 03/31/2020
     IBML20,947$533 03/31/2020
ETF Portfolio Partners Inc.20,455$525 03/31/2020
     IBML20,455$525 03/31/2020
Sandy Spring Bank20,020$514 03/31/2020
     IBML20,020$514 03/31/2020
Valmark Advisers Inc.19,127$491 03/31/2020
     IBML19,127$491 03/31/2020
Ausdal Financial Partners Inc.18,431$477 03/31/2020
     IBML18,431$477 03/31/2020
Peloton Wealth Strategists17,000$436 03/31/2020
     IBML17,000$436 03/31/2020
Beacon Pointe Advisors LLC16,065$413 03/31/2020
     IBML16,065$413 03/31/2020
Asset Dedication LLC15,758$405 03/31/2020
     IBML15,758$405 03/31/2020
BCS Wealth Management15,762$404 03/31/2020
     IBML15,762$404 03/31/2020
Wrapmanager Inc.15,165$389 03/31/2020
     IBML15,165$389 03/31/2020
Capital Investment Advisors LLC13,853$355 03/31/2020
     IBML13,853$355 03/31/2020
Ameritas Investment Partners Inc.13,530$347 03/31/2020
     IBML13,530$347 03/31/2020
Advisor Group Holdings Inc.13,513$347 03/31/2020
     IBML13,513$347 03/31/2020
Klingman & Associates LLC12,269$315 03/31/2020
     IBML12,269$315 03/31/2020
D.A. Davidson & CO.12,209$313 03/31/2020
     IBML12,209$313 03/31/2020
Laidlaw Wealth Management LLC9,963$256 03/31/2020
     IBML9,963$256 03/31/2020
Integrated Wealth Concepts LLC8,744$224 03/31/2020
     IBML8,744$224 03/31/2020
Kathmere Capital Management LLC8,243$211 03/31/2020
     IBML8,243$211 03/31/2020
Capital One Financial Corp8,028$206 03/31/2020
     IBML8,028$206 03/31/2020
FinTrust Capital Advisors LLC6,582$169 03/31/2020
     IBML6,582$169 03/31/2020
Orion Portfolio Solutions LLC6,038$155 03/31/2020
     IBML6,038$155 03/31/2020
Captrust Financial Advisors5,155$131 03/31/2020
     IBML5,155$131 03/31/2020
MCF Advisors LLC4,304$110 03/31/2020
     IBML4,304$110 03/31/2020
Northern Oak Wealth Management Inc.4,110$105 03/31/2020
     IBML4,110$105 03/31/2020
Princeton Global Asset Management LLC3,848$99 03/31/2020
     IBML3,848$99 03/31/2020
Steward Partners Investment Advisory LLC2,642$67 03/31/2020
     IBML2,642$67 03/31/2020
Ameritas Investment Company LLC2,189$56 03/31/2020
     IBML2,189$56 03/31/2020
Advisory Services Network LLC1,945$50 03/31/2020
     IBML1,945$50 03/31/2020
Bogart Wealth LLC1,520$40 06/30/2020
     IBML1,520$40 06/30/2020
Fusion Family Wealth LLC1,229$32 03/31/2020
     IBML1,229$32 03/31/2020
Vigilant Capital Management LLC955$25 06/30/2020
     IBML955$25 06/30/2020
Wealth Quarterback LLC697$18 03/31/2020
     IBML697$18 03/31/2020
Front Row Advisors LLC500$13 03/31/2020
     IBML500$13 03/31/2020
BlackRock Inc.138$4 03/31/2020
     IBML138$4 03/31/2020
Coastal Capital Group Inc.101$2 03/31/2020
     IBML101$2 03/31/2020
Proequities Inc.0$0 03/31/2020
     IBML0$0 03/31/2020
AdvisorNet Financial Inc0$0 03/31/2020
     IBML0$0 03/31/2020
IFP Advisors Inc0$0 03/31/2020
     IBML0$0 03/31/2020

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

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