HoldingsChannel.com
On this page, we present all of the funds holding IBTL from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IBTL, with a link to that fund's top holdings. The next columns indicate the amount of IBTL stock held by each of the funds holding IBTL, followed by the IBTL position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 46 funds holding IBTL within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wells Fargo & Company MN. For more details on the positions held by Wells Fargo & Company MN (or by any of the other funds holding IBTL), click the fund name in the "Holder" column of the funds-holding-IBTL table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Wells Fargo & Company MN | 1,572,662 | $32,295 | 12/31/2023 |
| IBTL | 1,572,662 | $32,295 | 12/31/2023 |
| Beacon Harbor Wealth Advisors Inc. | 905,508 | $18,595 | 12/31/2023 |
| IBTL | 905,508 | $18,595 | 12/31/2023 |
| Krilogy Financial LLC | 533,923 | $10,764 | 03/31/2024 |
| IBTL | 533,923 | $10,764 | 03/31/2024 |
| Snowden Capital Advisors LLC | 285,621 | $5,865 | 12/31/2023 |
| IBTL | 285,621 | $5,865 | 12/31/2023 |
| Equitable Holdings Inc. | 265,807 | $5,458 | 12/31/2023 |
| IBTL | 265,807 | $5,458 | 12/31/2023 |
| Morgan Stanley | 263,459 | $5,410 | 12/31/2023 |
| IBTL | 263,459 | $5,410 | 12/31/2023 |
| Bank of America Corp DE | 180,299 | $3,702 | 12/31/2023 |
| IBTL | 180,299 | $3,702 | 12/31/2023 |
| LPL Financial LLC | 128,720 | $2,643 | 12/31/2023 |
| IBTL | 128,720 | $2,643 | 12/31/2023 |
| UBS Group AG | 118,008 | $2,423 | 12/31/2023 |
| IBTL | 118,008 | $2,423 | 12/31/2023 |
| Accretive Wealth Partners LLC | 106,681 | $2,191 | 12/31/2023 |
| IBTL | 106,681 | $2,191 | 12/31/2023 |
| Country Club Bank GFN | 99,779 | $2,012 | 03/31/2024 |
| IBTL | 99,779 | $2,012 | 03/31/2024 |
| Northwestern Mutual Wealth Management Co. | 96,590 | $1,983 | 12/31/2023 |
| IBTL | 96,590 | $1,983 | 12/31/2023 |
| GWM Advisors LLC | 93,548 | $1,906 | 12/31/2023 |
| IBTL | 93,548 | $1,906 | 12/31/2023 |
| Royal Bank of Canada | 81,133 | $1,666 | 12/31/2023 |
| IBTL | 81,133 | $1,666 | 12/31/2023 |
| Stifel Financial Corp | 71,704 | $1,472 | 12/31/2023 |
| IBTL | 71,704 | $1,472 | 12/31/2023 |
| HighTower Advisors LLC | 69,076 | $1,416 | 12/31/2023 |
| IBTL | 69,076 | $1,416 | 12/31/2023 |
| Flow Traders U.S. LLC | 59,680 | $1,226 | 12/31/2023 |
| IBTL | 59,680 | $1,226 | 12/31/2023 |
| Yoder Wealth Management Inc. | 59,990 | $1,209 | 03/31/2024 |
| IBTL | 59,990 | $1,209 | 03/31/2024 |
| Probity Advisors Inc. | 43,524 | $894 | 12/31/2023 |
| IBTL | 43,524 | $894 | 12/31/2023 |
| Atlantic Private Wealth LLC | 43,272 | $889 | 12/31/2023 |
| IBTL | 43,272 | $889 | 12/31/2023 |
| Ameriprise Financial Inc. | 42,757 | $878 | 12/31/2023 |
| IBTL | 42,757 | $878 | 12/31/2023 |
| Jane Street Group LLC | 42,651 | $876 | 12/31/2023 |
| IBTL | 42,651 | $876 | 12/31/2023 |
| Kestra Advisory Services LLC | 35,877 | $737 | 12/31/2023 |
| IBTL | 35,877 | $737 | 12/31/2023 |
| Goldman Sachs Group Inc. | 33,550 | $689 | 12/31/2023 |
| IBTL | 33,550 | $689 | 12/31/2023 |
| Citadel Advisors LLC | 31,179 | $640 | 12/31/2023 |
| IBTL | 31,179 | $640 | 12/31/2023 |
| Envestnet Asset Management Inc. | 30,568 | $628 | 12/31/2023 |
| IBTL | 30,568 | $628 | 12/31/2023 |
| Compass Ion Advisors LLC | 26,181 | $528 | 03/31/2024 |
| IBTL | 26,181 | $528 | 03/31/2024 |
| Commonwealth Equity Services LLC | 23,485 | $482 | 12/31/2023 |
| IBTL | 23,485 | $482 | 12/31/2023 |
| Integrated Wealth Concepts LLC | 20,608 | $423 | 12/31/2023 |
| IBTL | 20,608 | $423 | 12/31/2023 |
| Mendota Financial Group LLC | 20,141 | $406 | 03/31/2024 |
| IBTL | 20,141 | $406 | 03/31/2024 |
| Cetera Investment Advisers | 18,553 | $381 | 12/31/2023 |
| IBTL | 18,553 | $381 | 12/31/2023 |
| Stratos Wealth Partners LTD. | 16,998 | $343 | 03/31/2024 |
| IBTL | 16,998 | $343 | 03/31/2024 |
| Benjamin F. Edwards & Company Inc. | 16,055 | $330 | 12/31/2023 |
| IBTL | 16,055 | $330 | 12/31/2023 |
| Cliftonlarsonallen Wealth Advisors LLC | 10,694 | $220 | 12/31/2023 |
| IBTL | 10,694 | $220 | 12/31/2023 |
| Financial Engines Advisors L.L.C. | 10,520 | $216 | 12/31/2023 |
| IBTL | 10,520 | $216 | 12/31/2023 |
| WASHINGTON TRUST Co | 7,500 | $151 | 03/31/2024 |
| IBTL | 7,500 | $151 | 03/31/2024 |
| Comerica Bank | 6,476 | $133 | 12/31/2023 |
| IBTL | 6,476 | $133 | 12/31/2023 |
| FinTrust Capital Advisors LLC | 4,288 | $88 | 12/31/2023 |
| IBTL | 4,288 | $88 | 12/31/2023 |
| Capital Analysts LLC | 2,264 | $46 | 12/31/2023 |
| IBTL | 2,264 | $46 | 12/31/2023 |
| Advisor Group Holdings Inc. | 1,791 | $37 | 12/31/2023 |
| IBTL | 1,791 | $37 | 12/31/2023 |
| Private Trust Co. NA | 1,280 | $26 | 03/31/2024 |
| IBTL | 1,280 | $26 | 03/31/2024 |
| Benjamin Edwards Inc. | 1,266 | $26 | 12/31/2023 |
| IBTL | 1,266 | $26 | 12/31/2023 |
| Allworth Financial LP | 1,017 | $21 | 03/31/2024 |
| IBTL | 1,017 | $21 | 03/31/2024 |
| CWM LLC | 951 | $19 | 03/31/2024 |
| IBTL | 951 | $19 | 03/31/2024 |
| Parkside Financial Bank & Trust | 702 | $14 | 12/31/2023 |
| IBTL | 702 | $14 | 12/31/2023 |
| CENTRAL TRUST Co | 350 | $7 | 03/31/2024 |
| IBTL | 350 | $7 | 03/31/2024 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| IBTL | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IBTL
See Details: Top 10 Hedge Funds Holding IBTL
Also See: IBTL Holdings Changes
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