HoldingsChannel.com
On this page, we present all of the funds holding IBMP from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IBMP, with a link to that fund's top holdings. The next columns indicate the amount of IBMP stock held by each of the funds holding IBMP, followed by the IBMP position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 112 funds holding IBMP 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 IBMP), click the fund name in the "Holder" column of the funds-holding-IBMP table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Bank of America Corp DE | 1,285,516 | $32,671 | 12/31/2023 |
| IBMP | 1,285,516 | $32,671 | 12/31/2023 |
| Mercer Global Advisors Inc. ADV | 858,717 | $21,824 | 12/31/2023 |
| IBMP | 858,717 | $21,824 | 12/31/2023 |
| Envestnet Asset Management Inc. | 792,297 | $20,136 | 12/31/2023 |
| IBMP | 792,297 | $20,136 | 12/31/2023 |
| US Bancorp DE | 781,446 | $19,860 | 12/31/2023 |
| IBMP | 781,446 | $19,860 | 12/31/2023 |
| HighTower Advisors LLC | 710,886 | $18,065 | 12/31/2023 |
| IBMP | 710,886 | $18,065 | 12/31/2023 |
| Wilbanks Smith & Thomas Asset Management LLC | 694,373 | $17,647 | 12/31/2023 |
| IBMP | 694,373 | $17,647 | 12/31/2023 |
| Wells Fargo & Company MN | 677,081 | $17,208 | 12/31/2023 |
| IBMP | 677,081 | $17,208 | 12/31/2023 |
| Kathmere Capital Management LLC | 668,607 | $16,829 | 03/31/2024 |
| IBMP | 668,607 | $16,829 | 03/31/2024 |
| Heartwood Wealth Advisors LLC | 663,399 | $16,698 | 03/31/2024 |
| IBMP | 663,399 | $16,698 | 03/31/2024 |
| Morgan Stanley | 462,224 | $11,747 | 12/31/2023 |
| IBMP | 462,224 | $11,747 | 12/31/2023 |
| Hengehold Capital Management LLC | 403,583 | $10,158 | 03/31/2024 |
| IBMP | 403,583 | $10,158 | 03/31/2024 |
| GWM Advisors LLC | 360,361 | $9,147 | 12/31/2023 |
| IBMP | 360,361 | $9,147 | 12/31/2023 |
| UBS Group AG | 351,797 | $8,941 | 12/31/2023 |
| IBMP | 351,797 | $8,941 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 342,050 | $8,693 | 12/31/2023 |
| IBMP | 342,050 | $8,693 | 12/31/2023 |
| Crumly & Associates Inc. | 307,357 | $7,811 | 12/31/2023 |
| IBMP | 307,357 | $7,811 | 12/31/2023 |
| Hills Bank & Trust Co | 291,068 | $7,397 | 12/31/2023 |
| IBMP | 291,068 | $7,397 | 12/31/2023 |
| Praetorian Wealth Management Inc. | 253,991 | $6,393 | 03/31/2024 |
| IBMP | 253,991 | $6,393 | 03/31/2024 |
| Goldman Sachs Group Inc. | 199,543 | $5,071 | 12/31/2023 |
| IBMP | 199,543 | $5,071 | 12/31/2023 |
| LPL Financial LLC | 162,514 | $4,130 | 12/31/2023 |
| IBMP | 162,514 | $4,130 | 12/31/2023 |
| Lbmc Investment Advisors LLC | 157,191 | $3,956 | 03/31/2024 |
| IBMP | 157,191 | $3,956 | 03/31/2024 |
| Gateway Advisory LLC | 134,652 | $3,422 | 12/31/2023 |
| IBMP | 134,652 | $3,422 | 12/31/2023 |
| Spire Wealth Management | 129,270 | $3,258 | 12/31/2023 |
| IBMP | 129,270 | $3,258 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 120,693 | $3,067 | 12/31/2023 |
| IBMP | 120,693 | $3,067 | 12/31/2023 |
| Cyndeo Wealth Partners LLC | 110,952 | $2,793 | 03/31/2024 |
| IBMP | 110,952 | $2,793 | 03/31/2024 |
| Sound View Wealth Advisors Group LLC | 109,875 | $2,792 | 12/31/2023 |
| IBMP | 109,875 | $2,792 | 12/31/2023 |
| United Capital Financial Advisers LLC | 108,923 | $2,768 | 12/31/2023 |
| IBMP | 108,923 | $2,768 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 102,406 | $2,603 | 12/31/2023 |
| IBMP | 102,406 | $2,603 | 12/31/2023 |
| Envision Financial Planning LLC | 90,812 | $2,308 | 12/31/2023 |
| IBMP | 90,812 | $2,308 | 12/31/2023 |
| Royal Bank of Canada | 89,857 | $2,284 | 12/31/2023 |
| IBMP | 89,857 | $2,284 | 12/31/2023 |
| Cliftonlarsonallen Wealth Advisors LLC | 75,726 | $1,925 | 12/31/2023 |
| IBMP | 75,726 | $1,925 | 12/31/2023 |
| CENTRAL TRUST Co | 70,203 | $1,784 | 12/31/2023 |
| IBMP | 70,203 | $1,784 | 12/31/2023 |
| Raymond James & Associates | 66,958 | $1,702 | 12/31/2023 |
| IBMP | 66,958 | $1,702 | 12/31/2023 |
| Newman Dignan & Sheerar Inc. | 65,297 | $1,660 | 12/31/2023 |
| IBMP | 65,297 | $1,660 | 12/31/2023 |
| Klingman & Associates LLC | 61,345 | $1,559 | 12/31/2023 |
| IBMP | 61,345 | $1,559 | 12/31/2023 |
| Integrated Wealth Concepts LLC | 53,607 | $1,362 | 12/31/2023 |
| IBMP | 53,607 | $1,362 | 12/31/2023 |
| Droms Strauss Advisors Inc. MO ADV | 52,364 | $1,331 | 12/31/2023 |
| IBMP | 52,364 | $1,331 | 12/31/2023 |
| Blue Square Asset Management LLC | 51,718 | $1,314 | 12/31/2023 |
| IBMP | 51,718 | $1,314 | 12/31/2023 |
| Phillips Financial Management LLC | 49,821 | $1,266 | 12/31/2023 |
| IBMP | 49,821 | $1,266 | 12/31/2023 |
| Woodmont Investment Counsel LLC | 49,784 | $1,253 | 03/31/2024 |
| IBMP | 49,784 | $1,253 | 03/31/2024 |
| Signature Wealth Management Group | 48,738 | $1,239 | 12/31/2023 |
| IBMP | 48,738 | $1,239 | 12/31/2023 |
| Atwater Malick LLC | 47,844 | $1,204 | 03/31/2024 |
| IBMP | 47,844 | $1,204 | 03/31/2024 |
| Sentinel Pension Advisors Inc. | 46,460 | $1,181 | 12/31/2023 |
| IBMP | 46,460 | $1,181 | 12/31/2023 |
| CFS Investment Advisory Services LLC | 45,632 | $1,160 | 12/31/2023 |
| IBMP | 45,632 | $1,160 | 12/31/2023 |
| Personal Resources Investment & Strategic Management Inc. | 44,715 | $1,125 | 03/31/2024 |
| IBMP | 44,715 | $1,125 | 03/31/2024 |
| Commonwealth Equity Services LLC | 42,230 | $1,073 | 12/31/2023 |
| IBMP | 42,230 | $1,073 | 12/31/2023 |
| Regions Financial Corp | 41,097 | $1,044 | 12/31/2023 |
| IBMP | 41,097 | $1,044 | 12/31/2023 |
| Sandy Spring Bank | 38,745 | $985 | 12/31/2023 |
| IBMP | 38,745 | $985 | 12/31/2023 |
| Colony Group LLC | 37,702 | $958 | 12/31/2023 |
| IBMP | 37,702 | $958 | 12/31/2023 |
| Garden State Investment Advisory Services LLC | 34,610 | $880 | 12/31/2023 |
| IBMP | 34,610 | $880 | 12/31/2023 |
| Evergreen Private Wealth LLC | 34,939 | $879 | 03/31/2024 |
| IBMP | 34,939 | $879 | 03/31/2024 |
| Lido Advisors LLC | 34,298 | $872 | 12/31/2023 |
| IBMP | 34,298 | $872 | 12/31/2023 |
| Capital Investment Advisors LLC | 34,621 | $871 | 03/31/2024 |
| IBMP | 34,621 | $871 | 03/31/2024 |
| Royal Harbor Partners LLC | 33,067 | $840 | 12/31/2023 |
| IBMP | 33,067 | $840 | 12/31/2023 |
| Valmark Advisers Inc. | 32,148 | $817 | 12/31/2023 |
| IBMP | 32,148 | $817 | 12/31/2023 |
| Roof Eidam & Maycock ADV | 31,906 | $811 | 12/31/2023 |
| IBMP | 31,906 | $811 | 12/31/2023 |
| IFP Advisors Inc | 31,717 | $806 | 12/31/2023 |
| IBMP | 31,717 | $806 | 12/31/2023 |
| Foundry Financial Group Inc. | 31,318 | $796 | 12/31/2023 |
| IBMP | 31,318 | $796 | 12/31/2023 |
| Confluence Investment Management LLC | 30,934 | $779 | 03/31/2024 |
| IBMP | 30,934 | $779 | 03/31/2024 |
| Granite Harbor Advisors Inc. | 27,404 | $696 | 12/31/2023 |
| IBMP | 27,404 | $696 | 12/31/2023 |
| Glenview Trust Co | 25,365 | $645 | 12/31/2023 |
| IBMP | 25,365 | $645 | 12/31/2023 |
| James Investment Research Inc. | 24,605 | $625 | 12/31/2023 |
| IBMP | 24,605 | $625 | 12/31/2023 |
| Stratos Wealth Partners LTD. | 24,081 | $606 | 03/31/2024 |
| IBMP | 24,081 | $606 | 03/31/2024 |
| Legacy Private Trust Co. | 22,475 | $566 | 03/31/2024 |
| IBMP | 22,475 | $566 | 03/31/2024 |
| Cetera Investment Advisers | 19,231 | $489 | 12/31/2023 |
| IBMP | 19,231 | $489 | 12/31/2023 |
| Cornell Pochily Investment Advisors Inc. | 18,983 | $482 | 12/31/2023 |
| IBMP | 18,983 | $482 | 12/31/2023 |
| WJ Wealth Management LLC | 18,900 | $476 | 03/31/2024 |
| IBMP | 18,900 | $476 | 03/31/2024 |
| Ameriprise Financial Inc. | 16,737 | $425 | 12/31/2023 |
| IBMP | 16,737 | $425 | 12/31/2023 |
| Advisor Group Holdings Inc. | 16,544 | $420 | 12/31/2023 |
| IBMP | 16,544 | $420 | 12/31/2023 |
| Captrust Financial Advisors | 16,338 | $415 | 12/31/2023 |
| IBMP | 16,338 | $415 | 12/31/2023 |
| CWM LLC | 16,340 | $411 | 03/31/2024 |
| IBMP | 16,340 | $411 | 03/31/2024 |
| Comerica Bank | 15,061 | $383 | 12/31/2023 |
| IBMP | 15,061 | $383 | 12/31/2023 |
| Wrapmanager Inc. | 15,050 | $382 | 12/31/2023 |
| IBMP | 15,050 | $382 | 12/31/2023 |
| Howland Capital Management LLC | 14,750 | $375 | 12/31/2023 |
| IBMP | 14,750 | $375 | 12/31/2023 |
| Prime Capital Investment Advisors LLC | 14,426 | $367 | 12/31/2023 |
| IBMP | 14,426 | $367 | 12/31/2023 |
| Archford Capital Strategies LLC | 14,097 | $358 | 12/31/2023 |
| IBMP | 14,097 | $358 | 12/31/2023 |
| Green Harvest Asset Management LLC | 13,844 | $352 | 12/31/2023 |
| IBMP | 13,844 | $352 | 12/31/2023 |
| Commonwealth Financial Services LLC | 13,383 | $340 | 12/31/2023 |
| IBMP | 13,383 | $340 | 12/31/2023 |
| Beacon Pointe Advisors LLC | 13,206 | $336 | 12/31/2023 |
| IBMP | 13,206 | $336 | 12/31/2023 |
| Kades & Cheifetz LLC | 13,189 | $335 | 12/31/2023 |
| IBMP | 13,189 | $335 | 12/31/2023 |
| Advisory Services Network LLC | 12,599 | $320 | 12/31/2023 |
| IBMP | 12,599 | $320 | 12/31/2023 |
| Janney Montgomery Scott LLC | 12,529 | $318 | 12/31/2023 |
| IBMP | 12,529 | $318 | 12/31/2023 |
| Cora Capital Advisors LLC | 12,000 | $302 | 03/31/2024 |
| IBMP | 12,000 | $302 | 03/31/2024 |
| Rehmann Capital Advisory Group | 11,891 | $302 | 12/31/2023 |
| IBMP | 11,891 | $302 | 12/31/2023 |
| MONECO Advisors LLC | 10,943 | $278 | 12/31/2023 |
| IBMP | 10,943 | $278 | 12/31/2023 |
| Baird Financial Group Inc. | 10,664 | $271 | 12/31/2023 |
| IBMP | 10,664 | $271 | 12/31/2023 |
| Paradigm Strategies in Wealth Management LLC | 10,407 | $264 | 12/31/2023 |
| IBMP | 10,407 | $264 | 12/31/2023 |
| Lincoln National Corp | 10,189 | $259 | 12/31/2023 |
| IBMP | 10,189 | $259 | 12/31/2023 |
| Peloton Wealth Strategists | 10,000 | $254 | 12/31/2023 |
| IBMP | 10,000 | $254 | 12/31/2023 |
| Parallel Advisors LLC | 10,000 | $254 | 12/31/2023 |
| IBMP | 10,000 | $254 | 12/31/2023 |
| Flow Traders U.S. LLC | 9,942 | $253 | 12/31/2023 |
| IBMP | 9,942 | $253 | 12/31/2023 |
| Client 1ST Advisory Group LLC | 9,960 | $253 | 12/31/2023 |
| IBMP | 9,960 | $253 | 12/31/2023 |
| WealthBridge Capital Management LLC | 9,832 | $250 | 12/31/2023 |
| IBMP | 9,832 | $250 | 12/31/2023 |
| Arrow Financial Corp | 9,454 | $240 | 12/31/2023 |
| IBMP | 9,454 | $240 | 12/31/2023 |
| Ameritas Investment Partners Inc. | 9,291 | $236 | 12/31/2023 |
| IBMP | 9,291 | $236 | 12/31/2023 |
| Spinnaker Trust | 9,223 | $234 | 12/31/2023 |
| IBMP | 9,223 | $234 | 12/31/2023 |
| Leavell Investment Management Inc. | 9,126 | $232 | 12/31/2023 |
| IBMP | 9,126 | $232 | 12/31/2023 |
| Private Trust Co. NA | 8,240 | $209 | 12/31/2023 |
| IBMP | 8,240 | $209 | 12/31/2023 |
| Mutual Advisors LLC | 8,134 | $207 | 12/31/2023 |
| IBMP | 8,134 | $207 | 12/31/2023 |
| Mariner LLC | 8,125 | $206 | 12/31/2023 |
| IBMP | 8,125 | $206 | 12/31/2023 |
| Carr Financial Group Corp | 8,000 | $203 | 12/31/2023 |
| IBMP | 8,000 | $203 | 12/31/2023 |
| Benjamin F. Edwards & Company Inc. | 6,439 | $164 | 12/31/2023 |
| IBMP | 6,439 | $164 | 12/31/2023 |
| Valley National Advisers Inc. | 5,729 | $144 | 03/31/2024 |
| IBMP | 5,729 | $144 | 03/31/2024 |
| Asset Dedication LLC | 2,921 | $73 | 03/31/2024 |
| IBMP | 2,921 | $73 | 03/31/2024 |
| Tradition Wealth Management LLC | 1,250 | $32 | 12/31/2023 |
| IBMP | 1,250 | $32 | 12/31/2023 |
| Addison Advisors LLC | 1,070 | $27 | 12/31/2023 |
| IBMP | 1,070 | $27 | 12/31/2023 |
| Allworth Financial LP | 812 | $21 | 12/31/2023 |
| IBMP | 812 | $21 | 12/31/2023 |
| The PNC Financial Services Group Inc. | 740 | $19 | 12/31/2023 |
| IBMP | 740 | $19 | 12/31/2023 |
| Aspect Partners LLC | 764 | $19 | 12/31/2023 |
| IBMP | 764 | $19 | 12/31/2023 |
| Ogorek Anthony Joseph NY ADV | 742 | $18 | 12/31/2023 |
| IBMP | 742 | $18 | 12/31/2023 |
| JPMorgan Chase & Co. | 349 | $9 | 12/31/2023 |
| IBMP | 349 | $9 | 12/31/2023 |
| Stephens Consulting LLC | 314 | $8 | 03/31/2024 |
| IBMP | 314 | $8 | 03/31/2024 |
| BlackRock Inc. | 144 | $4 | 12/31/2023 |
| IBMP | 144 | $4 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| IBMP | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IBMP
See Details: Top 10 Hedge Funds Holding IBMP
Also See: IBMP Holdings Changes
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