HoldingsChannel.com
Funds Holding IBMM

On this page, we present all of the funds holding IBMM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IBMM, with a link to that fund's top holdings. The next columns indicate the amount of IBMM stock held by each of the funds holding IBMM, followed by the IBMM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 138 funds holding IBMM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding IBMM), click the fund name in the "Holder" column of the funds-holding-IBMM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE1,019,326$25,997 09/30/2022
     IBMM1,019,326$25,997 09/30/2022
Mercer Global Advisors Inc. ADV811,408$20,695 09/30/2022
     IBMM811,408$20,695 09/30/2022
Cetera Advisor Networks LLC769,773$19,633 09/30/2022
     IBMM769,773$19,633 09/30/2022
Envestnet Asset Management Inc.697,872$17,799 09/30/2022
     IBMM697,872$17,799 09/30/2022
Morgan Stanley632,689$16,137 09/30/2022
     IBMM632,689$16,137 09/30/2022
US Bancorp DE594,659$15,168 09/30/2022
     IBMM594,659$15,168 09/30/2022
Wells Fargo & Company MN554,055$14,131 09/30/2022
     IBMM554,055$14,131 09/30/2022
GWM Advisors LLC513,647$13,101 09/30/2022
     IBMM513,647$13,101 09/30/2022
HighTower Advisors LLC487,483$12,431 09/30/2022
     IBMM487,483$12,431 09/30/2022
Salomon & Ludwin LLC428,250$10,923 09/30/2022
     IBMM428,250$10,923 09/30/2022
Leavell Investment Management Inc.403,872$10,400 12/31/2022
     IBMM403,872$10,400 12/31/2022
UBS Group AG369,052$9,413 09/30/2022
     IBMM369,052$9,413 09/30/2022
Glenview Trust Co315,925$8,057 09/30/2022
     IBMM315,925$8,057 09/30/2022
Legacy Private Trust Co.255,562$6,581 12/31/2022
     IBMM255,562$6,581 12/31/2022
LPL Financial LLC221,816$5,657 09/30/2022
     IBMM221,816$5,657 09/30/2022
Praetorian Wealth Management Inc.191,737$4,937 12/31/2022
     IBMM191,737$4,937 12/31/2022
Truist Financial Corp186,430$4,755 09/30/2022
     IBMM186,430$4,755 09/30/2022
Raymond James Financial Services Advisors Inc.179,620$4,581 09/30/2022
     IBMM179,620$4,581 09/30/2022
Commonwealth Equity Services LLC173,155$4,416 09/30/2022
     IBMM173,155$4,416 09/30/2022
Royal Bank of Canada167,032$4,260 09/30/2022
     IBMM167,032$4,260 09/30/2022
Gateway Advisory LLC166,263$4,241 09/30/2022
     IBMM166,263$4,241 09/30/2022
OLD Mission Capital LLC162,838$4,153 09/30/2022
     IBMM162,838$4,153 09/30/2022
Resonant Capital Advisors LLC159,520$4,108 12/31/2022
     IBMM159,520$4,108 12/31/2022
Newman Dignan & Sheerar Inc.156,427$4,028 12/31/2022
     IBMM156,427$4,028 12/31/2022
Regions Financial Corp150,281$3,833 09/30/2022
     IBMM150,281$3,833 09/30/2022
Cyndeo Wealth Partners LLC148,556$3,825 12/31/2022
     IBMM148,556$3,825 12/31/2022
Cliftonlarsonallen Wealth Advisors LLC145,286$3,741 12/31/2022
     IBMM145,286$3,741 12/31/2022
United Capital Financial Advisers LLC144,768$3,693 09/30/2022
     IBMM144,768$3,693 09/30/2022
Woodmont Investment Counsel LLC133,500$3,438 12/31/2022
     IBMM133,500$3,438 12/31/2022
Stonebridge Capital Advisors LLC127,175$3,244 09/30/2022
     IBMM127,175$3,244 09/30/2022
Raymond James & Associates121,135$3,090 09/30/2022
     IBMM121,135$3,090 09/30/2022
Sonata Capital Group Inc.109,365$2,789 09/30/2022
     IBMM109,365$2,789 09/30/2022
Sentinel Pension Advisors Inc.108,656$2,771 09/30/2022
     IBMM108,656$2,771 09/30/2022
Captrust Financial Advisors107,924$2,753 09/30/2022
     IBMM107,924$2,753 09/30/2022
Beacon Pointe Advisors LLC107,124$2,732 09/30/2022
     IBMM107,124$2,732 09/30/2022
Northwestern Mutual Wealth Management Co.98,962$2,524 09/30/2022
     IBMM98,962$2,524 09/30/2022
CENTRAL TRUST Co92,366$2,378 12/31/2022
     IBMM92,366$2,378 12/31/2022
Stifel Financial Corp80,280$2,048 09/30/2022
     IBMM80,280$2,048 09/30/2022
Phillips Financial Management LLC78,955$2,033 12/31/2022
     IBMM78,955$2,033 12/31/2022
Covington Investment Advisors Inc.79,457$2,027 09/30/2022
     IBMM79,457$2,027 09/30/2022
Brandywine Oak Private Wealth LLC76,597$1,953 09/30/2022
     IBMM76,597$1,953 09/30/2022
Jane Street Group LLC72,102$1,839 09/30/2022
     IBMM72,102$1,839 09/30/2022
Lee Financial Co67,920$1,732 09/30/2022
     IBMM67,920$1,732 09/30/2022
CFS Investment Advisory Services LLC66,761$1,703 09/30/2022
     IBMM66,761$1,703 09/30/2022
Eaton Vance Management66,619$1,699 09/30/2022
     IBMM66,619$1,699 09/30/2022
Mariner LLC64,580$1,647 09/30/2022
     IBMM64,580$1,647 09/30/2022
Paradigm Strategies in Wealth Management LLC61,459$1,583 12/31/2022
     IBMM61,459$1,583 12/31/2022
Hedeker Wealth LLC55,230$1,422 12/31/2022
     IBMM55,230$1,422 12/31/2022
Signature Wealth Management Group51,543$1,327 12/31/2022
     IBMM51,543$1,327 12/31/2022
Creative Planning50,789$1,295 09/30/2022
     IBMM50,789$1,295 09/30/2022
Apollon Wealth Management LLC48,400$1,234 09/30/2022
     IBMM48,400$1,234 09/30/2022
AMG National Trust Bank42,050$1,072 09/30/2022
     IBMM42,050$1,072 09/30/2022
Roof Eidam & Maycock ADV41,550$1,060 09/30/2022
     IBMM41,550$1,060 09/30/2022
Sandy Spring Bank41,180$1,050 09/30/2022
     IBMM41,180$1,050 09/30/2022
Northcape Wealth Management LLC40,951$1,044 09/30/2022
     IBMM40,951$1,044 09/30/2022
AJ Wealth Strategies LLC40,073$1,032 12/31/2022
     IBMM40,073$1,032 12/31/2022
Sigma Investment Counselors Inc.38,535$992 12/31/2022
     IBMM38,535$992 12/31/2022
Droms Strauss Advisors Inc. MO ADV37,979$981 12/31/2022
     IBMM37,979$981 12/31/2022
4J Wealth Management LLC37,890$976 12/31/2022
     IBMM37,890$976 12/31/2022
FinTrust Capital Advisors LLC37,924$970 09/30/2022
     IBMM37,924$970 09/30/2022
Blue Square Asset Management LLC37,209$958 12/31/2022
     IBMM37,209$958 12/31/2022
Thrivent Financial for Lutherans36,404$929 09/30/2022
     IBMM36,404$929 09/30/2022
Advisor Group Holdings Inc.36,420$928 09/30/2022
     IBMM36,420$928 09/30/2022
Forte Asset Management LLC35,400$912 12/31/2022
     IBMM35,400$912 12/31/2022
Royal Harbor Partners LLC34,281$883 12/31/2022
     IBMM34,281$883 12/31/2022
Sargent Bickham Lagudis LLC34,170$880 12/31/2022
     IBMM34,170$880 12/31/2022
Peloton Wealth Strategists34,200$872 09/30/2022
     IBMM34,200$872 09/30/2022
Confluence Investment Management LLC33,609$865 12/31/2022
     IBMM33,609$865 12/31/2022
Colony Group LLC31,312$799 09/30/2022
     IBMM31,312$799 09/30/2022
Baird Financial Group Inc.30,841$787 09/30/2022
     IBMM30,841$787 09/30/2022
Lbmc Investment Advisors LLC30,038$773 12/31/2022
     IBMM30,038$773 12/31/2022
Curbstone Financial Management Corp29,750$766 12/31/2022
     IBMM29,750$766 12/31/2022
Capital Directions Investment Advisors LLC28,286$728 12/31/2022
     IBMM28,286$728 12/31/2022
Integrated Wealth Concepts LLC27,332$697 09/30/2022
     IBMM27,332$697 09/30/2022
Valmark Advisers Inc.26,817$684 09/30/2022
     IBMM26,817$684 09/30/2022
Virginia National Bank25,016$638 09/30/2022
     IBMM25,016$638 09/30/2022
Ameritas Investment Partners Inc.24,051$613 09/30/2022
     IBMM24,051$613 09/30/2022
Capital Investment Advisors LLC23,516$606 12/31/2022
     IBMM23,516$606 12/31/2022
Sound View Wealth Advisors Group LLC23,037$588 09/30/2022
     IBMM23,037$588 09/30/2022
Cambridge Investment Research Advisors Inc.21,824$557 09/30/2022
     IBMM21,824$557 09/30/2022
Tillar Wenstrup Advisors LLC20,741$534 12/31/2022
     IBMM20,741$534 12/31/2022
Carnegie Capital Asset Management LLC20,600$530 12/31/2022
     IBMM20,600$530 12/31/2022
IFP Advisors Inc20,495$517 09/30/2022
     IBMM20,495$517 09/30/2022
Cornell Pochily Investment Advisors Inc.18,559$478 12/31/2022
     IBMM18,559$478 12/31/2022
Rehmann Capital Advisory Group18,563$473 09/30/2022
     IBMM18,563$473 09/30/2022
First Affirmative Financial Network16,551$426 12/31/2022
     IBMM16,551$426 12/31/2022
W.H. Cornerstone Investments Inc.16,225$420 12/31/2022
     IBMM16,225$420 12/31/2022
Wilbanks Smith & Thomas Asset Management LLC15,736$401 09/30/2022
     IBMM15,736$401 09/30/2022
15,728$401 09/30/2022
     IBMM15,728$401 09/30/2022
Allworth Financial LP15,500$399 12/31/2022
     IBMM15,500$399 12/31/2022
Advisory Services Network LLC14,863$379 09/30/2022
     IBMM14,863$379 09/30/2022
Lantz Financial LLC14,441$372 12/31/2022
     IBMM14,441$372 12/31/2022
Howland Capital Management LLC14,100$363 12/31/2022
     IBMM14,100$363 12/31/2022
Eldridge Investment Advisors Inc.14,083$363 12/31/2022
     IBMM14,083$363 12/31/2022
Archford Capital Strategies LLC14,027$361 12/31/2022
     IBMM14,027$361 12/31/2022
Princeton Global Asset Management LLC14,044$358 09/30/2022
     IBMM14,044$358 09/30/2022
Atwater Malick LLC13,826$353 09/30/2022
     IBMM13,826$353 09/30/2022
Asset Dedication LLC13,476$348 12/31/2022
     IBMM13,476$348 12/31/2022
MML Investors Services LLC13,520$345 09/30/2022
     IBMM13,520$345 09/30/2022
Lincoln National Corp13,071$333 09/30/2022
     IBMM13,071$333 09/30/2022
Ausdal Financial Partners Inc.12,882$332 12/31/2022
     IBMM12,882$332 12/31/2022
Beacon Financial Group12,779$329 12/31/2022
     IBMM12,779$329 12/31/2022
Spinnaker Trust12,391$319 12/31/2022
     IBMM12,391$319 12/31/2022
PFG Advisors12,296$317 12/31/2022
     IBMM12,296$317 12/31/2022
Janney Montgomery Scott LLC12,204$314 12/31/2022
     IBMM12,204$314 12/31/2022
Moors & Cabot Inc.12,228$312 09/30/2022
     IBMM12,228$312 09/30/2022
Wrapmanager Inc.12,197$311 09/30/2022
     IBMM12,197$311 09/30/2022
Klingman & Associates LLC10,593$273 12/31/2022
     IBMM10,593$273 12/31/2022
Colton Groome Financial Advisors LLC10,545$272 12/31/2022
     IBMM10,545$272 12/31/2022
Stockman Wealth Management Inc.10,329$263 09/30/2022
     IBMM10,329$263 09/30/2022
NovaPoint Capital LLC10,136$259 09/30/2022
     IBMM10,136$259 09/30/2022
Arrow Financial Corp9,540$246 12/31/2022
     IBMM9,540$246 12/31/2022
WealthBridge Capital Management LLC9,544$246 12/31/2022
     IBMM9,544$246 12/31/2022
J.W. Cole Advisors Inc.9,559$244 09/30/2022
     IBMM9,559$244 09/30/2022
Guidance Point Advisors LLC9,450$243 12/31/2022
     IBMM9,450$243 12/31/2022
Eqis Capital Management Inc.9,471$242 09/30/2022
     IBMM9,471$242 09/30/2022
Benjamin F. Edwards & Company Inc.9,215$235 09/30/2022
     IBMM9,215$235 09/30/2022
Cary Street Partners Asset Management LLC9,150$233 09/30/2022
     IBMM9,150$233 09/30/2022
Segment Wealth Management LLC8,400$216 12/31/2022
     IBMM8,400$216 12/31/2022
Gofen & Glossberg LLC IL8,000$206 12/31/2022
     IBMM8,000$206 12/31/2022
Stratos Wealth Advisors LLC8,002$206 12/31/2022
     IBMM8,002$206 12/31/2022
Private Trust Co. NA7,359$189 12/31/2022
     IBMM7,359$189 12/31/2022
Bank of New Hampshire6,805$175 12/31/2022
     IBMM6,805$175 12/31/2022
Harbor Investment Advisory LLC5,873$151 12/31/2022
     IBMM5,873$151 12/31/2022
Horan Securities Inc.5,228$135 12/31/2022
     IBMM5,228$135 12/31/2022
Proequities Inc.5,029$129 12/31/2022
     IBMM5,029$129 12/31/2022
Front Row Advisors LLC4,000$102 09/30/2022
     IBMM4,000$102 09/30/2022
Steward Partners Investment Advisory LLC3,762$96 09/30/2022
     IBMM3,762$96 09/30/2022
Vigilant Capital Management LLC3,235$83 12/31/2022
     IBMM3,235$83 12/31/2022
Tradition Wealth Management LLC2,137$55 12/31/2022
     IBMM2,137$55 12/31/2022
Bogart Wealth LLC1,506$38 09/30/2022
     IBMM1,506$38 09/30/2022
CWM LLC1,376$35 12/31/2022
     IBMM1,376$35 12/31/2022
Rockefeller Capital Management L.P.1,320$33 09/30/2022
     IBMM1,320$33 09/30/2022
Global Retirement Partners LLC783$20 09/30/2022
     IBMM783$20 09/30/2022
Harbour Investments Inc.345$9 09/30/2022
     IBMM345$9 09/30/2022
Stephens Consulting LLC307$8 12/31/2022
     IBMM307$8 12/31/2022
AdvisorNet Financial Inc163$4 12/31/2022
     IBMM163$4 12/31/2022
BlackRock Inc.138$4 09/30/2022
     IBMM138$4 09/30/2022
Executive Wealth Management LLC236$0 09/30/2022
     IBMM236$0 09/30/2022

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

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