Funds Holding IBTB

On this page, we present all of the funds holding IBTB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IBTB, with a link to that fund's top holdings. The next columns indicate the amount of IBTB stock held by each of the funds holding IBTB, followed by the IBTB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 34 funds holding IBTB within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by GWM Advisors LLC. For more details on the positions held by GWM Advisors LLC (or by any of the other funds holding IBTB), click the fund name in the "Holder" column of the funds-holding-IBTB table below.

HolderAmountPosition Size
($ in 1000's)
 As of
GWM Advisors LLC810,578$20,581 09/30/2022
     IBTB810,578$20,581 09/30/2022
Raymond James & Associates386,551$9,815 09/30/2022
     IBTB386,551$9,815 09/30/2022
Rockefeller Capital Management L.P.327,052$8,303 09/30/2022
     IBTB327,052$8,303 09/30/2022
Bank of America Corp DE314,966$7,997 09/30/2022
     IBTB314,966$7,997 09/30/2022
Royal Bank of Canada285,410$7,247 09/30/2022
     IBTB285,410$7,247 09/30/2022
Trilogy Capital Inc.263,179$6,682 09/30/2022
     IBTB263,179$6,682 09/30/2022
Citadel Advisors LLC250,000$6,348 09/30/2022
     IBTB250,000$6,348 09/30/2022
Wells Fargo & Company MN185,899$4,720 09/30/2022
     IBTB185,899$4,720 09/30/2022
LPL Financial LLC129,575$3,290 09/30/2022
     IBTB129,575$3,290 09/30/2022
Jane Street Group LLC118,634$3,012 09/30/2022
     IBTB118,634$3,012 09/30/2022
HighTower Advisors LLC81,941$2,079 09/30/2022
     IBTB81,941$2,079 09/30/2022
Captrust Financial Advisors72,501$1,841 09/30/2022
     IBTB72,501$1,841 09/30/2022
Eaton Vance Management71,377$1,812 09/30/2022
     IBTB71,377$1,812 09/30/2022
InterOcean Capital Group LLC58,885$1,495 09/30/2022
     IBTB58,885$1,495 09/30/2022
Morgan Stanley55,496$1,409 09/30/2022
     IBTB55,496$1,409 09/30/2022
Boston Family Office LLC50,116$1,272 09/30/2022
     IBTB50,116$1,272 09/30/2022
Envestnet Asset Management Inc.50,033$1,270 09/30/2022
     IBTB50,033$1,270 09/30/2022
Flow Traders U.S. LLC39,425$1,001 09/30/2022
     IBTB39,425$1,001 09/30/2022
Creative Planning39,179$995 09/30/2022
     IBTB39,179$995 09/30/2022
Beacon Pointe Advisors LLC26,453$672 09/30/2022
     IBTB26,453$672 09/30/2022
Commonwealth Equity Services LLC21,860$555 09/30/2022
     IBTB21,860$555 09/30/2022
Change Path LLC19,095$485 09/30/2022
     IBTB19,095$485 09/30/2022
Mariner LLC16,309$414 09/30/2022
     IBTB16,309$414 09/30/2022
Susquehanna International Group LLP14,013$356 09/30/2022
     IBTB14,013$356 09/30/2022
Cambridge Investment Research Advisors Inc.12,115$308 09/30/2022
     IBTB12,115$308 09/30/2022
Advisor Group Holdings Inc.12,145$308 09/30/2022
     IBTB12,145$308 09/30/2022
Thrivent Financial for Lutherans10,473$266 09/30/2022
     IBTB10,473$266 09/30/2022
American Investment Services Inc.9,366$238 09/30/2022
     IBTB9,366$238 09/30/2022
Cerity Partners LLC9,066$230 09/30/2022
     IBTB9,066$230 09/30/2022
Belpointe Asset Management LLC8,642$219 09/30/2022
     IBTB8,642$219 09/30/2022
Ameritas Advisory Services LLC7,925$201 09/30/2022
     IBTB7,925$201 09/30/2022
Howe & Rusling Inc.4,801$122 09/30/2022
     IBTB4,801$122 09/30/2022
IFP Advisors Inc2,881$72 09/30/2022
     IBTB2,881$72 09/30/2022
Northwestern Mutual Wealth Management Co.70$2 09/30/2022
     IBTB70$2 09/30/2022
Benjamin F. Edwards & Company Inc.20$1 09/30/2022
     IBTB20$1 09/30/2022

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

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