HoldingsChannel.com
Funds Holding IBTG

On this page, we present all of the funds holding IBTG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IBTG, with a link to that fund's top holdings. The next columns indicate the amount of IBTG stock held by each of the funds holding IBTG, followed by the IBTG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 157 funds holding IBTG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding IBTG), click the fund name in the "Holder" column of the funds-holding-IBTG table below.

HolderAmountPosition Size
($ in 1000's)		 As of
Morgan Stanley2,838,446$64,873 12/31/2023
     IBTG2,838,446$64,873 12/31/2023
Capital Investment Advisors LLC2,202,257$50,013 03/31/2024
     IBTG2,202,257$50,013 03/31/2024
GWM Advisors LLC1,243,060$28,404 12/31/2023
     IBTG1,243,060$28,404 12/31/2023
Wells Fargo & Company MN1,242,673$28,401 12/31/2023
     IBTG1,242,673$28,401 12/31/2023
Bank of America Corp DE1,152,697$26,345 12/31/2023
     IBTG1,152,697$26,345 12/31/2023
InterOcean Capital Group LLC1,002,317$22,908 12/31/2023
     IBTG1,002,317$22,908 12/31/2023
Confluence Investment Management LLC867,969$19,712 03/31/2024
     IBTG867,969$19,712 03/31/2024
UBS Group AG679,509$15,530 12/31/2023
     IBTG679,509$15,530 12/31/2023
Bailard Inc.575,710$13,158 12/31/2023
     IBTG575,710$13,158 12/31/2023
Stratos Wealth Partners LTD.569,255$12,928 03/31/2024
     IBTG569,255$12,928 03/31/2024
MV Capital Management Inc.555,014$12,604 03/31/2024
     IBTG555,014$12,604 03/31/2024
Journey Advisory Group LLC545,044$12,457 12/31/2023
     IBTG545,044$12,457 12/31/2023
Trust Co515,976$11,718 03/31/2024
     IBTG515,976$11,718 03/31/2024
Raymond James Financial Services Advisors Inc.514,055$11,674 03/31/2024
     IBTG514,055$11,674 03/31/2024
Krilogy Financial LLC456,277$10,362 03/31/2024
     IBTG456,277$10,362 03/31/2024
Commonwealth Equity Services LLC446,855$10,213 12/31/2023
     IBTG446,855$10,213 12/31/2023
LPL Financial LLC439,159$10,037 12/31/2023
     IBTG439,159$10,037 12/31/2023
Baltimore Washington Financial Advisors Inc.397,720$9,090 12/31/2023
     IBTG397,720$9,090 12/31/2023
Steward Partners Investment Advisory LLC380,216$8,690 12/31/2023
     IBTG380,216$8,690 12/31/2023
Financial Engines Advisors L.L.C.323,229$7,387 12/31/2023
     IBTG323,229$7,387 12/31/2023
Integrated Wealth Concepts LLC305,733$6,988 12/31/2023
     IBTG305,733$6,988 12/31/2023
Lido Advisors LLC292,013$6,674 12/31/2023
     IBTG292,013$6,674 12/31/2023
MKT Advisors LLC283,389$6,371 03/31/2024
     IBTG283,389$6,371 03/31/2024
Granite Bay Wealth Management LLC252,000$5,686 12/31/2023
     IBTG252,000$5,686 12/31/2023
Raymond James & Associates250,049$5,679 03/31/2024
     IBTG250,049$5,679 03/31/2024
Snowden Capital Advisors LLC236,030$5,394 12/31/2023
     IBTG236,030$5,394 12/31/2023
CENTRAL TRUST Co229,842$5,220 03/31/2024
     IBTG229,842$5,220 03/31/2024
Cliftonlarsonallen Wealth Advisors LLC221,573$5,064 12/31/2023
     IBTG221,573$5,064 12/31/2023
Northwestern Mutual Wealth Management Co.210,937$4,821 12/31/2023
     IBTG210,937$4,821 12/31/2023
Mariner LLC202,620$4,631 12/31/2023
     IBTG202,620$4,631 12/31/2023
Janney Montgomery Scott LLC178,275$4,074 12/31/2023
     IBTG178,275$4,074 12/31/2023
Allworth Financial LP163,116$3,728 12/31/2023
     IBTG163,116$3,728 12/31/2023
Advisor Group Holdings Inc.155,612$3,556 12/31/2023
     IBTG155,612$3,556 12/31/2023
Global Retirement Partners LLC152,888$3,472 03/31/2024
     IBTG152,888$3,472 03/31/2024
OneAscent Financial Services LLC142,726$3,241 03/31/2024
     IBTG142,726$3,241 03/31/2024
Country Club Bank GFN133,738$3,037 03/31/2024
     IBTG133,738$3,037 03/31/2024
Royal Bank of Canada125,281$2,863 12/31/2023
     IBTG125,281$2,863 12/31/2023
D.A. Davidson & CO.115,453$2,639 12/31/2023
     IBTG115,453$2,639 12/31/2023
HM Payson & Co.110,132$2,517 12/31/2023
     IBTG110,132$2,517 12/31/2023
Strategic Blueprint LLC101,924$2,315 03/31/2024
     IBTG101,924$2,315 03/31/2024
Lantz Financial LLC98,376$2,234 03/31/2024
     IBTG98,376$2,234 03/31/2024
Accretive Wealth Partners LLC92,168$2,106 12/31/2023
     IBTG92,168$2,106 12/31/2023
Stockman Wealth Management Inc.92,329$2,097 03/31/2024
     IBTG92,329$2,097 03/31/2024
Atria Wealth Solutions Inc.87,525$2,000 12/31/2023
     IBTG87,525$2,000 12/31/2023
Shelton Wealth Management LLC84,836$1,939 12/31/2023
     IBTG84,836$1,939 12/31/2023
Cambridge Investment Research Advisors Inc.79,008$1,794 03/31/2024
     IBTG79,008$1,794 03/31/2024
Leavell Investment Management Inc.77,290$1,755 03/31/2024
     IBTG77,290$1,755 03/31/2024
Gradient Investments LLC75,934$1,724 03/31/2024
     IBTG75,934$1,724 03/31/2024
Leo Wealth LLC74,620$1,705 12/31/2023
     IBTG74,620$1,705 12/31/2023
Boston Family Office LLC73,482$1,679 12/31/2023
     IBTG73,482$1,679 12/31/2023
Creative Planning72,131$1,649 12/31/2023
     IBTG72,131$1,649 12/31/2023
Ameriprise Financial Inc.69,273$1,581 12/31/2023
     IBTG69,273$1,581 12/31/2023
Stifel Financial Corp68,932$1,575 12/31/2023
     IBTG68,932$1,575 12/31/2023
Susquehanna International Group LLP62,086$1,419 12/31/2023
     IBTG62,086$1,419 12/31/2023
HighTower Advisors LLC61,444$1,404 12/31/2023
     IBTG61,444$1,404 12/31/2023
Envestnet Asset Management Inc.57,873$1,323 12/31/2023
     IBTG57,873$1,323 12/31/2023
Sontag Advisory LLC55,330$1,265 12/31/2023
     IBTG55,330$1,265 12/31/2023
Thoroughbred Financial Services LLC55,027$1,257 12/31/2023
     IBTG55,027$1,257 12/31/2023
Global Assets Advisory LLC55,321$1,256 03/31/2024
     IBTG55,321$1,256 03/31/2024
Probity Advisors Inc.54,747$1,251 12/31/2023
     IBTG54,747$1,251 12/31/2023
Associated Banc Corp54,363$1,242 12/31/2023
     IBTG54,363$1,242 12/31/2023
Captrust Financial Advisors53,902$1,232 12/31/2023
     IBTG53,902$1,232 12/31/2023
Phillips Financial Management LLC52,242$1,186 03/31/2024
     IBTG52,242$1,186 03/31/2024
Baird Financial Group Inc.51,689$1,181 12/31/2023
     IBTG51,689$1,181 12/31/2023
Horizons Wealth Management51,193$1,170 03/31/2024
     IBTG51,193$1,170 03/31/2024
Park Avenue Securities LLC49,773$1,130 03/31/2024
     IBTG49,773$1,130 03/31/2024
Scissortail Wealth Management LLC49,101$1,123 12/31/2023
     IBTG49,101$1,123 12/31/2023
Montecito Bank & Trust49,031$1,113 03/31/2024
     IBTG49,031$1,113 03/31/2024
Mill Creek Capital Advisors LLC45,880$1,049 12/31/2023
     IBTG45,880$1,049 12/31/2023
CWM LLC46,114$1,047 03/31/2024
     IBTG46,114$1,047 03/31/2024
Cetera Investment Advisers44,756$1,023 12/31/2023
     IBTG44,756$1,023 12/31/2023
IFP Advisors Inc39,191$896 12/31/2023
     IBTG39,191$896 12/31/2023
Austin Private Wealth LLC37,891$857 03/31/2024
     IBTG37,891$857 03/31/2024
Hara Capital LLC37,448$856 12/31/2023
     IBTG37,448$856 12/31/2023
Thrivent Financial for Lutherans33,332$762 12/31/2023
     IBTG33,332$762 12/31/2023
Gould Asset Management LLC CA32,710$748 12/31/2023
     IBTG32,710$748 12/31/2023
AE Wealth Management LLC31,741$725 12/31/2023
     IBTG31,741$725 12/31/2023
Essential Planning LLC.30,874$706 12/31/2023
     IBTG30,874$706 12/31/2023
Compass Ion Advisors LLC29,819$677 03/31/2024
     IBTG29,819$677 03/31/2024
Brookstone Capital Management29,421$668 03/31/2024
     IBTG29,421$668 03/31/2024
Regal Investment Advisors LLC27,845$636 12/31/2023
     IBTG27,845$636 12/31/2023
Reliant Wealth Planning27,226$622 12/31/2023
     IBTG27,226$622 12/31/2023
Element Wealth LLC26,819$613 12/31/2023
     IBTG26,819$613 12/31/2023
Foundry Financial Group Inc.24,851$568 12/31/2023
     IBTG24,851$568 12/31/2023
Kestra Advisory Services LLC24,240$554 12/31/2023
     IBTG24,240$554 12/31/2023
Cerity Partners LLC23,877$546 12/31/2023
     IBTG23,877$546 12/31/2023
Sigma Planning Corp23,378$534 12/31/2023
     IBTG23,378$534 12/31/2023
Evexia Wealth LLC23,407$533 12/31/2023
     IBTG23,407$533 12/31/2023
Conrad Siegel Investment Advisors Inc.22,642$514 03/31/2024
     IBTG22,642$514 03/31/2024
Richard P Slaughter Associates Inc22,503$511 03/31/2024
     IBTG22,503$511 03/31/2024
CIBC World Markets Inc.21,680$496 12/31/2023
     IBTG21,680$496 12/31/2023
BCS Wealth Management20,607$468 03/31/2024
     IBTG20,607$468 03/31/2024
Howland Capital Management LLC20,345$465 12/31/2023
     IBTG20,345$465 12/31/2023
Kestra Private Wealth Services LLC19,938$456 12/31/2023
     IBTG19,938$456 12/31/2023
Barrett & Company Inc.19,412$441 03/31/2024
     IBTG19,412$441 03/31/2024
International Assets Investment Management LLC19,475$440 03/31/2024
     IBTG19,475$440 03/31/2024
Private Advisor Group LLC18,139$415 12/31/2023
     IBTG18,139$415 12/31/2023
Straight Path Wealth Management18,032$412 12/31/2023
     IBTG18,032$412 12/31/2023
Equitable Holdings Inc.17,865$408 12/31/2023
     IBTG17,865$408 12/31/2023
Pinnacle Bank17,160$390 03/31/2024
     IBTG17,160$390 03/31/2024
4J Wealth Management LLC17,155$390 03/31/2024
     IBTG17,155$390 03/31/2024
Perigon Wealth Management LLC16,822$384 12/31/2023
     IBTG16,822$384 12/31/2023
Stephens Consulting LLC16,319$371 03/31/2024
     IBTG16,319$371 03/31/2024
Greenfield Savings Bank16,153$367 03/31/2024
     IBTG16,153$367 03/31/2024
Duncker Streett & Co. Inc.15,861$360 03/31/2024
     IBTG15,861$360 03/31/2024
Signature Wealth Management Group15,835$357 03/31/2024
     IBTG15,835$357 03/31/2024
CFS Investment Advisory Services LLC15,549$355 12/31/2023
     IBTG15,549$355 12/31/2023
Yoder Wealth Management Inc.15,422$350 03/31/2024
     IBTG15,422$350 03/31/2024
W.H. Cornerstone Investments Inc.15,205$348 12/31/2023
     IBTG15,205$348 12/31/2023
Beacon Pointe Advisors LLC14,992$343 12/31/2023
     IBTG14,992$343 12/31/2023
CIBC Private Wealth Group LLC14,700$336 12/31/2023
     IBTG14,700$336 12/31/2023
Focused Wealth Management Inc14,257$326 12/31/2023
     IBTG14,257$326 12/31/2023
Change Path LLC14,200$325 12/31/2023
     IBTG14,200$325 12/31/2023
Spectrum Asset Management Inc. NB CA 13,958$317 03/31/2024
     IBTG13,958$317 03/31/2024
Granite Harbor Advisors Inc.13,809$316 12/31/2023
     IBTG13,809$316 12/31/2023
Cetera Advisors LLC13,665$312 12/31/2023
     IBTG13,665$312 12/31/2023
Principal Securities Inc.13,464$308 12/31/2023
     IBTG13,464$308 12/31/2023
Safeguard Financial LLC13,315$302 03/31/2024
     IBTG13,315$302 03/31/2024
Atlantic Private Wealth LLC13,120$300 12/31/2023
     IBTG13,120$300 12/31/2023
Mascoma Wealth Management LLC12,648$289 12/31/2023
     IBTG12,648$289 12/31/2023
Autumn Glory Partners LLC12,558$287 12/31/2023
     IBTG12,558$287 12/31/2023
Apollon Wealth Management LLC12,361$283 12/31/2023
     IBTG12,361$283 12/31/2023
Strategic Financial Concepts LLC12,066$274 03/31/2024
     IBTG12,066$274 03/31/2024
Mendota Financial Group LLC11,369$260 12/31/2023
     IBTG11,369$260 12/31/2023
Highland Financial Advisors LLC11,027$252 12/31/2023
     IBTG11,027$252 12/31/2023
Valmark Advisers Inc.10,612$243 12/31/2023
     IBTG10,612$243 12/31/2023
WASHINGTON TRUST Co10,650$242 03/31/2024
     IBTG10,650$242 03/31/2024
Rockefeller Capital Management L.P.10,423$238 12/31/2023
     IBTG10,423$238 12/31/2023
Trinity Wealth Management LLC10,299$234 03/31/2024
     IBTG10,299$234 03/31/2024
Cetera Advisor Networks LLC10,045$230 12/31/2023
     IBTG10,045$230 12/31/2023
MML Investors Services LLC9,439$216 12/31/2023
     IBTG9,439$216 12/31/2023
Cary Street Partners Investment Advisory LLC9,266$212 12/31/2023
     IBTG9,266$212 12/31/2023
Honkamp Krueger Financial Services Inc.8,809$201 12/31/2023
     IBTG8,809$201 12/31/2023
Pineridge Advisors LLC8,750$200 12/31/2023
     IBTG8,750$200 12/31/2023
Hills Bank & Trust Co7,657$175 12/31/2023
     IBTG7,657$175 12/31/2023
Montag A & Associates Inc.7,079$162 12/31/2023
     IBTG7,079$162 12/31/2023
Laurel Wealth Advisors LLC6,200$142 12/31/2023
     IBTG6,200$142 12/31/2023
AdvisorNet Financial Inc5,818$132 03/31/2024
     IBTG5,818$132 03/31/2024
PSI Advisors LLC3,853$88 03/31/2024
     IBTG3,853$88 03/31/2024
Private Trust Co. NA3,293$75 03/31/2024
     IBTG3,293$75 03/31/2024
Bogart Wealth LLC3,292$75 12/31/2023
     IBTG3,292$75 12/31/2023
Spectrum Wealth Counsel LLC2,929$67 12/31/2023
     IBTG2,929$67 12/31/2023
Capital Analysts LLC2,004$46 12/31/2023
     IBTG2,004$46 12/31/2023
TD Capital Management LLC1,921$44 12/31/2023
     IBTG1,921$44 12/31/2023
FinTrust Capital Advisors LLC1,562$36 12/31/2023
     IBTG1,562$36 12/31/2023
Advisory Services Network LLC1,534$35 12/31/2023
     IBTG1,534$35 12/31/2023
Robbins Farley LLC1,414$32 03/31/2024
     IBTG1,414$32 03/31/2024
Cherry Tree Wealth Management LLC1,336$31 12/31/2023
     IBTG1,336$31 12/31/2023
JPMorgan Chase & Co.730$17 12/31/2023
     IBTG730$17 12/31/2023
First PREMIER Bank697$16 03/31/2024
     IBTG697$16 03/31/2024
Oliver Lagore Vanvalin Investment Group719$16 12/31/2023
     IBTG719$16 12/31/2023
HHM Wealth Advisors LLC589$13 12/31/2023
     IBTG589$13 12/31/2023
US Bancorp DE500$11 12/31/2023
     IBTG500$11 12/31/2023
Penserra Capital Management LLC325$7 12/31/2023
     IBTG325$7 12/31/2023
Benjamin F. Edwards & Company Inc.218$5 12/31/2023
     IBTG218$5 12/31/2023
AllSquare Wealth Management LLC36$1 12/31/2023
     IBTG36$1 12/31/2023
Nemes Rush Group LLC48$1 12/31/2023
     IBTG48$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     IBTG0$0 12/31/2023

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

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