HoldingsChannel.com
Funds Holding IHDG
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE1,750,128$63,582 12/31/2019
     IHDG1,750,128$63,582 12/31/2019
Morgan Stanley1,243,240$45,167 12/31/2019
     IHDG1,243,240$45,167 12/31/2019
UBS Group AG944,837$34,326 12/31/2019
     IHDG944,837$34,326 12/31/2019
Ameritas Investment Company LLC368,267$13,379 12/31/2019
     IHDG368,267$13,379 12/31/2019
Summit Asset Management LLC356,736$12,960 12/31/2019
     IHDG356,736$12,960 12/31/2019
RMB Capital Management LLC348,687$12,668 12/31/2019
     IHDG348,687$12,668 12/31/2019
Americana Partners LLC275,271$10,000 12/31/2019
     IHDG275,271$10,000 12/31/2019
FDx Advisors Inc.241,501$8,774 12/31/2019
     IHDG241,501$8,774 12/31/2019
Cambridge Investment Research Advisors Inc.202,820$7,368 12/31/2019
     IHDG202,820$7,368 12/31/2019
WESCAP Management Group Inc.192,289$6,985 12/31/2019
     IHDG192,289$6,985 12/31/2019
LPL Financial LLC186,072$6,760 12/31/2019
     IHDG186,072$6,760 12/31/2019
Envestnet Asset Management Inc.185,088$6,724 12/31/2019
     IHDG185,088$6,724 12/31/2019
United Capital Financial Advisers LLC172,077$6,252 12/31/2019
     IHDG172,077$6,252 12/31/2019
Financial Enhancement Group LLC162,253$5,895 12/31/2019
     IHDG162,253$5,895 12/31/2019
Royal Bank of Canada142,632$5,181 12/31/2019
     IHDG142,632$5,181 12/31/2019
Steward Partners Investment Advisory LLC142,587$5,180 12/31/2019
     IHDG142,587$5,180 12/31/2019
Price Wealth LLC114,516$4,160 12/31/2019
     IHDG114,516$4,160 12/31/2019
Fifth Third Securities Inc.104,004$3,778 12/31/2019
     IHDG104,004$3,778 12/31/2019
Stewardship Advisors LLC102,344$3,718 12/31/2019
     IHDG102,344$3,718 12/31/2019
Trinity Wealth Management LLC101,307$3,680 12/31/2019
     IHDG101,307$3,680 12/31/2019
Scotia Capital Inc.100,916$3,666 12/31/2019
     IHDG100,916$3,666 12/31/2019
CX Institutional84,588$3,073 12/31/2019
     IHDG84,588$3,073 12/31/2019
Client 1ST Advisory Group LLC74,143$2,694 12/31/2019
     IHDG74,143$2,694 12/31/2019
Cetera Advisors LLC72,447$2,636 12/31/2019
     IHDG72,447$2,636 12/31/2019
Raymond James Financial Services Advisors Inc.72,273$2,626 12/31/2019
     IHDG72,273$2,626 12/31/2019
Valley National Advisers Inc.59,915$2,177 12/31/2019
     IHDG59,915$2,177 12/31/2019
Vivid Financial Management Inc.58,306$2,164 12/31/2019
     IHDG58,306$2,164 12/31/2019
MML Investors Services LLC56,712$2,060 12/31/2019
     IHDG56,712$2,060 12/31/2019
AE Wealth Management LLC51,222$1,861 12/31/2019
     IHDG51,222$1,861 12/31/2019
Sawtooth Solutions LLC50,541$1,836 12/31/2019
     IHDG50,541$1,836 12/31/2019
AlphaStar Capital Management LLC48,511$1,762 12/31/2019
     IHDG48,511$1,762 12/31/2019
Bfsg LLC48,030$1,745 12/31/2019
     IHDG48,030$1,745 12/31/2019
Sunbelt Securities Inc.173$1,571 12/31/2019
     IHDG173$1,571 12/31/2019
Commonwealth Equity Services LLC38,418$1,395 12/31/2019
     IHDG38,418$1,395 12/31/2019
Total Clarity Wealth Management Inc.36,503$1,326 12/31/2019
     IHDG36,503$1,326 12/31/2019
Colorado Capital Management Inc.34,683$1,260 12/31/2019
     IHDG34,683$1,260 12/31/2019
Strategic Wealth Advisors Group LLC28,642$1,041 12/31/2019
     IHDG28,642$1,041 12/31/2019
Capital Advisors Ltd. LLC26,325$956 12/31/2019
     IHDG26,325$956 12/31/2019
Condor Capital Management21,327$775 12/31/2019
     IHDG21,327$775 12/31/2019
Ladenburg Thalmann Financial Services Inc.19,159$695 12/31/2019
     IHDG19,159$695 12/31/2019
Raymond James & Associates18,127$659 12/31/2019
     IHDG18,127$659 12/31/2019
BEAM Asset Management LLC15,733$572 12/31/2019
     IHDG15,733$572 12/31/2019
Sharkey Howes & Javer15,026$546 12/31/2019
     IHDG15,026$546 12/31/2019
Northwestern Mutual Wealth Management Co.14,314$520 12/31/2019
     IHDG14,314$520 12/31/2019
Mutual Advisors LLC13,064$475 12/31/2019
     IHDG13,064$475 12/31/2019
Oarsman Capital Inc.12,385$450 12/31/2019
     IHDG12,385$450 12/31/2019
Strategic Family Wealth Counselors L.L.C.12,239$445 12/31/2019
     IHDG12,239$445 12/31/2019
Jacobi Capital Management LLC11,030$401 12/31/2019
     IHDG11,030$401 12/31/2019
Renaissance Investment Consultants Holding Company LLC11,009$399 12/31/2019
     IHDG11,009$399 12/31/2019
LVW Advisors LLC10,821$393 12/31/2019
     IHDG10,821$393 12/31/2019
Patten Group Inc.9,104$331 12/31/2019
     IHDG9,104$331 12/31/2019
AlphaCore Capital LLC8,866$322 12/31/2019
     IHDG8,866$322 12/31/2019
Mercer Global Advisors Inc. ADV8,104$294 12/31/2019
     IHDG8,104$294 12/31/2019
Aspen Investment Management Inc7,400$269 12/31/2019
     IHDG7,400$269 12/31/2019
Townsend Asset Management Corp NC ADV7,202$262 12/31/2019
     IHDG7,202$262 12/31/2019
Truist Financial Corp7,186$261 12/31/2019
     IHDG7,186$261 12/31/2019
Sheets Smith Wealth Management6,274$228 12/31/2019
     IHDG6,274$228 12/31/2019
BB&T Securities LLC6,747$224 09/30/2019
     IHDG6,747$224 09/30/2019
Fifth Third Bancorp6,065$220 12/31/2019
     IHDG6,065$220 12/31/2019
Leicht Financial Planning & Wealth Management Inc.6,008$218 12/31/2019
     IHDG6,008$218 12/31/2019
Aptus Capital Advisors LLC3,770$136 12/31/2019
     IHDG3,770$136 12/31/2019
Wells Fargo & Company MN3,229$117 12/31/2019
     IHDG3,229$117 12/31/2019
PNC Financial Services Group Inc.3,111$113 12/31/2019
     IHDG3,111$113 12/31/2019
Carroll Financial Associates Inc.2,330$84 12/31/2019
     IHDG2,330$84 12/31/2019
FTB Advisors Inc.2,007$73 12/31/2019
     IHDG2,007$73 12/31/2019
Sowell Financial Services LLC1,806$66 12/31/2019
     IHDG1,806$66 12/31/2019
Benjamin F. Edwards & Company Inc.1,733$63 12/31/2019
     IHDG1,733$63 12/31/2019
Advisor Group Inc.1,552$56 12/31/2019
     IHDG1,552$56 12/31/2019
LifePlan Financial Group Inc1,512$55 12/31/2019
     IHDG1,512$55 12/31/2019
Bank of Montreal Can1,500$54 12/31/2019
     IHDG1,500$54 12/31/2019
FMR LLC1,443$52 12/31/2019
     IHDG1,443$52 12/31/2019
JPMorgan Chase & Co.1,075$39 12/31/2019
     IHDG1,075$39 12/31/2019
M&R Capital Management Inc.1,000$36 12/31/2019
     IHDG1,000$36 12/31/2019
Private Capital Group LLC640$23 12/31/2019
     IHDG640$23 12/31/2019
Wealthcare Advisory Partners LLC583$21 12/31/2019
     IHDG583$21 12/31/2019
Gradient Investments LLC500$18 12/31/2019
     IHDG500$18 12/31/2019
Ambassador Advisors LLC470$17 12/31/2019
     IHDG470$17 12/31/2019
Intercontinental Wealth Advisors LLC425$16 12/31/2019
     IHDG425$16 12/31/2019
CXI Advisors401$15 12/31/2019
     IHDG401$15 12/31/2019
Valeo Financial Advisors LLC281$10 12/31/2019
     IHDG281$10 12/31/2019
NEXT Financial Group Inc237$9 12/31/2019
     IHDG237$9 12/31/2019
Rockefeller Capital Management L.P.215$8 12/31/2019
     IHDG215$8 12/31/2019
Institute for Wealth Management LLC.161$6 12/31/2019
     IHDG161$6 12/31/2019
Ancora Advisors LLC150$5 12/31/2019
     IHDG150$5 12/31/2019
Patriot Financial Group Insurance Agency LLC138$5 12/31/2019
     IHDG138$5 12/31/2019
Tsfg LLC47$2 12/31/2019
     IHDG47$2 12/31/2019
US Bancorp DE23$1 12/31/2019
     IHDG23$1 12/31/2019
Proequities Inc.0$0 12/31/2019
     IHDG0$0 12/31/2019
IFP Advisors Inc0$0 12/31/2019
     IHDG0$0 12/31/2019

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

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