HoldingsChannel.com
On this page, we present all of the funds holding IBTM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IBTM, with a link to that fund's top holdings. The next columns indicate the amount of IBTM stock held by each of the funds holding IBTM, followed by the IBTM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 48 funds holding IBTM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Krilogy Financial LLC. For more details on the positions held by Krilogy Financial LLC (or by any of the other funds holding IBTM), click the fund name in the "Holder" column of the funds-holding-IBTM table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Krilogy Financial LLC | 1,616,610 | $36,649 | 03/31/2024 |
| IBTM | 1,616,610 | $36,649 | 03/31/2024 |
| UBS Group AG | 1,152,734 | $26,640 | 12/31/2023 |
| IBTM | 1,152,734 | $26,640 | 12/31/2023 |
| Stratos Wealth Partners LTD. | 466,396 | $10,573 | 03/31/2024 |
| IBTM | 466,396 | $10,573 | 03/31/2024 |
| Confluence Investment Management LLC | 431,101 | $9,773 | 03/31/2024 |
| IBTM | 431,101 | $9,773 | 03/31/2024 |
| Raymond James & Associates | 341,431 | $7,740 | 03/31/2024 |
| IBTM | 341,431 | $7,740 | 03/31/2024 |
| Truist Financial Corp | 293,536 | $6,784 | 12/31/2023 |
| IBTM | 293,536 | $6,784 | 12/31/2023 |
| Morgan Stanley | 286,618 | $6,624 | 12/31/2023 |
| IBTM | 286,618 | $6,624 | 12/31/2023 |
| Park Avenue Securities LLC | 221,872 | $5,030 | 03/31/2024 |
| IBTM | 221,872 | $5,030 | 03/31/2024 |
| James Investment Research Inc. | 187,153 | $4,325 | 12/31/2023 |
| IBTM | 187,153 | $4,325 | 12/31/2023 |
| Wells Fargo & Company MN | 128,283 | $2,965 | 12/31/2023 |
| IBTM | 128,283 | $2,965 | 12/31/2023 |
| Flow Traders U.S. LLC | 119,182 | $2,754 | 12/31/2023 |
| IBTM | 119,182 | $2,754 | 12/31/2023 |
| Royal Bank of Canada | 118,884 | $2,748 | 12/31/2023 |
| IBTM | 118,884 | $2,748 | 12/31/2023 |
| Bank of America Corp DE | 115,016 | $2,658 | 12/31/2023 |
| IBTM | 115,016 | $2,658 | 12/31/2023 |
| Accretive Wealth Partners LLC | 95,087 | $2,197 | 12/31/2023 |
| IBTM | 95,087 | $2,197 | 12/31/2023 |
| Country Club Bank GFN | 88,701 | $2,011 | 03/31/2024 |
| IBTM | 88,701 | $2,011 | 03/31/2024 |
| HighTower Advisors LLC | 57,098 | $1,319 | 12/31/2023 |
| IBTM | 57,098 | $1,319 | 12/31/2023 |
| Probity Advisors Inc. | 38,688 | $894 | 12/31/2023 |
| IBTM | 38,688 | $894 | 12/31/2023 |
| Sowell Financial Services LLC | 34,739 | $803 | 12/31/2023 |
| IBTM | 34,739 | $803 | 12/31/2023 |
| Mutual Advisors LLC | 34,739 | $803 | 12/31/2023 |
| IBTM | 34,739 | $803 | 12/31/2023 |
| Stony Point Wealth Management Inc. | 34,605 | $784 | 03/31/2024 |
| IBTM | 34,605 | $784 | 03/31/2024 |
| LPL Financial LLC | 31,385 | $725 | 12/31/2023 |
| IBTM | 31,385 | $725 | 12/31/2023 |
| Kestra Advisory Services LLC | 30,706 | $710 | 12/31/2023 |
| IBTM | 30,706 | $710 | 12/31/2023 |
| Snowden Capital Advisors LLC | 30,702 | $710 | 12/31/2023 |
| IBTM | 30,702 | $710 | 12/31/2023 |
| Headinvest LLC | 29,138 | $673 | 12/31/2023 |
| IBTM | 29,138 | $673 | 12/31/2023 |
| Envestnet Asset Management Inc. | 26,768 | $619 | 12/31/2023 |
| IBTM | 26,768 | $619 | 12/31/2023 |
| Stifel Financial Corp | 25,216 | $583 | 12/31/2023 |
| IBTM | 25,216 | $583 | 12/31/2023 |
| Atlantic Private Wealth LLC | 23,498 | $543 | 12/31/2023 |
| IBTM | 23,498 | $543 | 12/31/2023 |
| Commonwealth Equity Services LLC | 22,417 | $518 | 12/31/2023 |
| IBTM | 22,417 | $518 | 12/31/2023 |
| Integrated Wealth Concepts LLC | 18,515 | $428 | 12/31/2023 |
| IBTM | 18,515 | $428 | 12/31/2023 |
| Brookstone Capital Management | 18,546 | $420 | 03/31/2024 |
| IBTM | 18,546 | $420 | 03/31/2024 |
| Mendota Financial Group LLC | 17,979 | $408 | 03/31/2024 |
| IBTM | 17,979 | $408 | 03/31/2024 |
| Cetera Investment Advisers | 15,769 | $364 | 12/31/2023 |
| IBTM | 15,769 | $364 | 12/31/2023 |
| Hartford Financial Management Inc. | 15,855 | $359 | 03/31/2024 |
| IBTM | 15,855 | $359 | 03/31/2024 |
| Citadel Advisors LLC | 10,310 | $238 | 12/31/2023 |
| IBTM | 10,310 | $238 | 12/31/2023 |
| Financial Engines Advisors L.L.C. | 9,357 | $216 | 12/31/2023 |
| IBTM | 9,357 | $216 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 8,871 | $205 | 12/31/2023 |
| IBTM | 8,871 | $205 | 12/31/2023 |
| WASHINGTON TRUST Co | 6,670 | $151 | 03/31/2024 |
| IBTM | 6,670 | $151 | 03/31/2024 |
| Parkside Financial Bank & Trust | 4,252 | $98 | 12/31/2023 |
| IBTM | 4,252 | $98 | 12/31/2023 |
| FinTrust Capital Advisors LLC | 3,803 | $88 | 12/31/2023 |
| IBTM | 3,803 | $88 | 12/31/2023 |
| Capital Analysts LLC | 2,011 | $46 | 12/31/2023 |
| IBTM | 2,011 | $46 | 12/31/2023 |
| Allworth Financial LP | 907 | $21 | 03/31/2024 |
| IBTM | 907 | $21 | 03/31/2024 |
| CENTRAL TRUST Co | 864 | $20 | 03/31/2024 |
| IBTM | 864 | $20 | 03/31/2024 |
| CWM LLC | 845 | $19 | 03/31/2024 |
| IBTM | 845 | $19 | 03/31/2024 |
| Private Trust Co. NA | 644 | $15 | 03/31/2024 |
| IBTM | 644 | $15 | 03/31/2024 |
| Advisory Services Network LLC | 622 | $14 | 12/31/2023 |
| IBTM | 622 | $14 | 12/31/2023 |
| Dividend Assets Capital LLC | 500 | $12 | 12/31/2023 |
| IBTM | 500 | $12 | 12/31/2023 |
| Grove Bank & Trust | 517 | $12 | 12/31/2023 |
| IBTM | 517 | $12 | 12/31/2023 |
| Benjamin F. Edwards & Company Inc. | 106 | $2 | 12/31/2023 |
| IBTM | 106 | $2 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| IBTM | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IBTM
See Details: Top 10 Hedge Funds Holding IBTM
Also See: IBTM Holdings Changes
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