On this page, we present all of the funds holding IBTO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IBTO, with a link to that fund's top holdings. The next columns indicate the amount of IBTO stock held by each of the funds holding IBTO, followed by the IBTO 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 IBTO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Atlantic Union Bankshares Corp. For more details on the positions held by Atlantic Union Bankshares Corp (or by any of the other funds holding IBTO), click the fund name in the "Holder" column of the funds-holding-IBTO table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Atlantic Union Bankshares Corp | 867,072 | $21,061 | 03/31/2024 |
IBTO | 867,072 | $21,061 | 03/31/2024 |
Krilogy Financial LLC | 685,093 | $16,641 | 03/31/2024 |
IBTO | 685,093 | $16,641 | 03/31/2024 |
Wells Fargo & Company MN | 307,945 | $7,649 | 12/31/2023 |
IBTO | 307,945 | $7,649 | 12/31/2023 |
Morgan Stanley | 258,691 | $6,426 | 12/31/2023 |
IBTO | 258,691 | $6,426 | 12/31/2023 |
TMD Wealth Management LLC | 240,191 | $5,966 | 12/31/2023 |
IBTO | 240,191 | $5,966 | 12/31/2023 |
Cetera Advisor Networks LLC | 175,705 | $4,365 | 12/31/2023 |
IBTO | 175,705 | $4,365 | 12/31/2023 |
Goldman Sachs Group Inc. | 112,469 | $2,794 | 12/31/2023 |
IBTO | 112,469 | $2,794 | 12/31/2023 |
Raymond James & Associates | 101,611 | $2,468 | 03/31/2024 |
IBTO | 101,611 | $2,468 | 03/31/2024 |
Susquehanna International Group LLP | 90,187 | $2,240 | 12/31/2023 |
IBTO | 90,187 | $2,240 | 12/31/2023 |
Accretive Wealth Partners LLC | 88,749 | $2,205 | 12/31/2023 |
IBTO | 88,749 | $2,205 | 12/31/2023 |
Snowden Capital Advisors LLC | 62,389 | $1,550 | 12/31/2023 |
IBTO | 62,389 | $1,550 | 12/31/2023 |
Stifel Financial Corp | 59,600 | $1,480 | 12/31/2023 |
IBTO | 59,600 | $1,480 | 12/31/2023 |
Thrivent Financial for Lutherans | 57,268 | $1,423 | 12/31/2023 |
IBTO | 57,268 | $1,423 | 12/31/2023 |
UBS Group AG | 52,935 | $1,315 | 12/31/2023 |
IBTO | 52,935 | $1,315 | 12/31/2023 |
HighTower Advisors LLC | 51,051 | $1,267 | 12/31/2023 |
IBTO | 51,051 | $1,267 | 12/31/2023 |
Exchange Capital Management Inc. | 49,151 | $1,194 | 03/31/2024 |
IBTO | 49,151 | $1,194 | 03/31/2024 |
American National Bank & Trust Co. VA | 48,723 | $1,183 | 03/31/2024 |
IBTO | 48,723 | $1,183 | 03/31/2024 |
Probity Advisors Inc. | 36,031 | $895 | 12/31/2023 |
IBTO | 36,031 | $895 | 12/31/2023 |
Mechanics Bank Trust Department | 21,000 | $510 | 03/31/2024 |
IBTO | 21,000 | $510 | 03/31/2024 |
Cliftonlarsonallen Wealth Advisors LLC | 19,247 | $478 | 12/31/2023 |
IBTO | 19,247 | $478 | 12/31/2023 |
Commonwealth Equity Services LLC | 13,995 | $348 | 12/31/2023 |
IBTO | 13,995 | $348 | 12/31/2023 |
Jane Street Group LLC | 13,757 | $342 | 12/31/2023 |
IBTO | 13,757 | $342 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 13,433 | $334 | 12/31/2023 |
IBTO | 13,433 | $334 | 12/31/2023 |
Cetera Investment Advisers | 12,936 | $321 | 12/31/2023 |
IBTO | 12,936 | $321 | 12/31/2023 |
Financial Engines Advisors L.L.C. | 8,716 | $217 | 12/31/2023 |
IBTO | 8,716 | $217 | 12/31/2023 |
IFP Advisors Inc | 3,075 | $76 | 12/31/2023 |
IBTO | 3,075 | $76 | 12/31/2023 |
Advisor Group Holdings Inc. | 2,345 | $58 | 12/31/2023 |
IBTO | 2,345 | $58 | 12/31/2023 |
Capital Analysts LLC | 1,873 | $47 | 12/31/2023 |
IBTO | 1,873 | $47 | 12/31/2023 |
Parkside Financial Bank & Trust | 1,467 | $36 | 12/31/2023 |
IBTO | 1,467 | $36 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 1,120 | $28 | 12/31/2023 |
IBTO | 1,120 | $28 | 12/31/2023 |
Benjamin Edwards Inc. | 1,059 | $26 | 12/31/2023 |
IBTO | 1,059 | $26 | 12/31/2023 |
Allworth Financial LP | 846 | $21 | 03/31/2024 |
IBTO | 846 | $21 | 03/31/2024 |
Bank of America Corp DE | 649 | $16 | 12/31/2023 |
IBTO | 649 | $16 | 12/31/2023 |
CENTRAL TRUST Co | 345 | $8 | 03/31/2024 |
IBTO | 345 | $8 | 03/31/2024 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
IBTO | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IBTO
See Details: Top 10 Hedge Funds Holding IBTO
Also See: IBTO Holdings Changes
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