HoldingsChannel.com
Funds Holding IHDG

On this page, we present all of the funds holding IHDG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IHDG, with a link to that fund's top holdings. The next columns indicate the amount of IHDG stock held by each of the funds holding IHDG, followed by the IHDG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 141 funds holding IHDG 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 IHDG), click the fund name in the "Holder" column of the funds-holding-IHDG table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley3,320,371$119,168 09/30/2022
     IHDG3,320,371$119,168 09/30/2022
Bank of America Corp DE2,720,553$97,641 09/30/2022
     IHDG2,720,553$97,641 09/30/2022
UBS Group AG922,161$33,096 09/30/2022
     IHDG922,161$33,096 09/30/2022
Envestnet Asset Management Inc.777,977$27,922 09/30/2022
     IHDG777,977$27,922 09/30/2022
SPC Financial Inc.734,425$26,359 09/30/2022
     IHDG734,425$26,359 09/30/2022
LPL Financial LLC718,512$25,787 09/30/2022
     IHDG718,512$25,787 09/30/2022
Ameriprise Financial Inc.715,889$25,694 09/30/2022
     IHDG715,889$25,694 09/30/2022
Ameritas Advisory Services LLC691,175$24,806 09/30/2022
     IHDG691,175$24,806 09/30/2022
Wells Fargo & Company MN679,439$24,385 09/30/2022
     IHDG679,439$24,385 09/30/2022
Cambridge Investment Research Advisors Inc.591,914$21,244 09/30/2022
     IHDG591,914$21,244 09/30/2022
Commonwealth Equity Services LLC440,425$15,806 09/30/2022
     IHDG440,425$15,806 09/30/2022
FDx Advisors Inc.424,025$15,218 09/30/2022
     IHDG424,025$15,218 09/30/2022
WESCAP Management Group Inc.420,431$15,089 09/30/2022
     IHDG420,431$15,089 09/30/2022
Jane Street Group LLC385,073$13,820 09/30/2022
     IHDG385,073$13,820 09/30/2022
Summit Asset Management LLC370,825$13,309 09/30/2022
     IHDG370,825$13,309 09/30/2022
AE Wealth Management LLC341,709$12,264 09/30/2022
     IHDG341,709$12,264 09/30/2022
Creative Planning341,390$12,252 09/30/2022
     IHDG341,390$12,252 09/30/2022
Choice Wealth Advisors LLC324,033$11,545 12/31/2022
     IHDG324,033$11,545 12/31/2022
RMB Capital Management LLC264,780$9,503 09/30/2022
     IHDG264,780$9,503 09/30/2022
Cardinal Point Wealth Management Partners LLC253,072$9,262 09/30/2022
     IHDG253,072$9,262 09/30/2022
Mercer Global Advisors Inc. ADV255,340$9,164 09/30/2022
     IHDG255,340$9,164 09/30/2022
United Capital Financial Advisers LLC250,885$9,004 09/30/2022
     IHDG250,885$9,004 09/30/2022
Northwestern Mutual Wealth Management Co.237,729$8,532 09/30/2022
     IHDG237,729$8,532 09/30/2022
Steward Partners Investment Advisory LLC237,173$8,512 09/30/2022
     IHDG237,173$8,512 09/30/2022
Kestra Advisory Services LLC234,646$8,421 09/30/2022
     IHDG234,646$8,421 09/30/2022
Royal Bank of Canada209,884$7,532 09/30/2022
     IHDG209,884$7,532 09/30/2022
203,539$7,252 12/31/2022
     IHDG203,539$7,252 12/31/2022
Wealth Management Resources Inc.202,987$7,232 12/31/2022
     IHDG202,987$7,232 12/31/2022
Sculati Wealth Management LLC194,739$6,989 09/30/2022
     IHDG194,739$6,989 09/30/2022
Melone Private Wealth LLC147,530$5,256 12/31/2022
     IHDG147,530$5,256 12/31/2022
Raymond James & Associates144,621$5,190 09/30/2022
     IHDG144,621$5,190 09/30/2022
Advisor Group Holdings Inc.144,053$5,170 09/30/2022
     IHDG144,053$5,170 09/30/2022
Raymond James Financial Services Advisors Inc.139,799$5,017 09/30/2022
     IHDG139,799$5,017 09/30/2022
Citadel Advisors LLC138,662$4,977 09/30/2022
     IHDG138,662$4,977 09/30/2022
Aspire Wealth Management Corp138,078$4,956 09/30/2022
     IHDG138,078$4,956 09/30/2022
Astoria Portfolio Advisors LLC.126,797$4,837 12/31/2022
     IHDG126,797$4,837 12/31/2022
116,574$4,184 09/30/2022
     IHDG116,574$4,184 09/30/2022
Rehmann Capital Advisory Group106,112$3,808 09/30/2022
     IHDG106,112$3,808 09/30/2022
Royal Fund Management LLC106,860$3,807 12/31/2022
     IHDG106,860$3,807 12/31/2022
MML Investors Services LLC102,254$3,670 09/30/2022
     IHDG102,254$3,670 09/30/2022
Pathstone Family Office LLC100,957$3,623 09/30/2022
     IHDG100,957$3,623 09/30/2022
Sheets Smith Wealth Management95,153$3,415 09/30/2022
     IHDG95,153$3,415 09/30/2022
Strategic Wealth Advisors Group LLC94,819$3,403 09/30/2022
     IHDG94,819$3,403 09/30/2022
Visionary Wealth Advisors86,306$3,098 09/30/2022
     IHDG86,306$3,098 09/30/2022
Capital Wealth Management LLC85,004$3,051 09/30/2022
     IHDG85,004$3,051 09/30/2022
Prudential Financial Inc.80,374$2,897 09/30/2022
     IHDG80,374$2,897 09/30/2022
Titleist Asset Management LTD.78,196$2,786 12/31/2022
     IHDG78,196$2,786 12/31/2022
Americana Partners LLC75,226$2,680 12/31/2022
     IHDG75,226$2,680 12/31/2022
First Republic Investment Management Inc.72,822$2,614 09/30/2022
     IHDG72,822$2,614 09/30/2022
DHJJ Financial Advisors Ltd.68,985$2,478 09/30/2022
     IHDG68,985$2,478 09/30/2022
Stratos Wealth Advisors LLC57,244$2,040 12/31/2022
     IHDG57,244$2,040 12/31/2022
Bfsg LLC55,302$1,985 09/30/2022
     IHDG55,302$1,985 09/30/2022
Mutual Advisors LLC47,980$1,710 12/31/2022
     IHDG47,980$1,710 12/31/2022
Congress Wealth Management LLC DE 47,105$1,690 09/30/2022
     IHDG47,105$1,690 09/30/2022
Amplius Wealth Advisors LLC43,096$1,536 12/31/2022
     IHDG43,096$1,536 12/31/2022
Total Clarity Wealth Management Inc.41,281$1,482 09/30/2022
     IHDG41,281$1,482 09/30/2022
Cetera Advisors LLC41,129$1,476 09/30/2022
     IHDG41,129$1,476 09/30/2022
Merit Financial Group LLC37,713$1,344 12/31/2022
     IHDG37,713$1,344 12/31/2022
Bank of New York Mellon Corp37,001$1,328 09/30/2022
     IHDG37,001$1,328 09/30/2022
Hunter Associates Investment Management LLC35,498$1,271 09/30/2022
     IHDG35,498$1,271 09/30/2022
Laurel Wealth Planning LLC33,967$1,219 09/30/2022
     IHDG33,967$1,219 09/30/2022
Financial Advocates Investment Management30,363$1,089 09/30/2022
     IHDG30,363$1,089 09/30/2022
Ifrah Financial Services Inc.30,295$1,087 09/30/2022
     IHDG30,295$1,087 09/30/2022
Exchange Capital Management Inc.29,961$1,075 09/30/2022
     IHDG29,961$1,075 09/30/2022
Condor Capital Management28,439$1,021 09/30/2022
     IHDG28,439$1,021 09/30/2022
Dynamic Advisor Solutions LLC28,263$1,007 12/31/2022
     IHDG28,263$1,007 12/31/2022
Cetera Advisor Networks LLC26,861$964 09/30/2022
     IHDG26,861$964 09/30/2022
Capital Advisors Ltd. LLC26,098$937 09/30/2022
     IHDG26,098$937 09/30/2022
Cozad Asset Management Inc.25,838$927 09/30/2022
     IHDG25,838$927 09/30/2022
Insight Advisors LLC PA24,663$885 09/30/2022
     IHDG24,663$885 09/30/2022
Belpointe Asset Management LLC22,360$803 09/30/2022
     IHDG22,360$803 09/30/2022
PFG Advisors21,357$761 12/31/2022
     IHDG21,357$761 12/31/2022
Colorado Capital Management Inc.20,783$741 12/31/2022
     IHDG20,783$741 12/31/2022
Prospera Financial Services Inc18,818$675 09/30/2022
     IHDG18,818$675 09/30/2022
KMG Fiduciary Partners LLC18,644$664 12/31/2022
     IHDG18,644$664 12/31/2022
Stifel Financial Corp18,261$655 09/30/2022
     IHDG18,261$655 09/30/2022
Commerce Bank17,600$632 09/30/2022
     IHDG17,600$632 09/30/2022
Empirical Asset Management LLC17,207$618 09/30/2022
     IHDG17,207$618 09/30/2022
OLD Mission Capital LLC16,869$605 09/30/2022
     IHDG16,869$605 09/30/2022
Patten Group Inc.14,938$547 09/30/2022
     IHDG14,938$547 09/30/2022
O Dell Group LLC11,894$427 09/30/2022
     IHDG11,894$427 09/30/2022
Rockefeller Capital Management L.P.11,364$407 09/30/2022
     IHDG11,364$407 09/30/2022
Denver Wealth Management Inc.11,232$400 12/31/2022
     IHDG11,232$400 12/31/2022
V Wealth Advisors LLC10,913$389 12/31/2022
     IHDG10,913$389 12/31/2022
New England Private Wealth Advisors LLC10,592$380 09/30/2022
     IHDG10,592$380 09/30/2022
Valley National Advisers Inc.9,946$375 12/31/2022
     IHDG9,946$375 12/31/2022
Mariner LLC10,196$366 09/30/2022
     IHDG10,196$366 09/30/2022
IHT Wealth Management LLC10,074$362 09/30/2022
     IHDG10,074$362 09/30/2022
Beacon Financial Group9,288$352 12/31/2022
     IHDG9,288$352 12/31/2022
Fifth Third Bancorp9,477$338 12/31/2022
     IHDG9,477$338 12/31/2022
Cetera Investment Advisers8,531$306 09/30/2022
     IHDG8,531$306 09/30/2022
U.S. Capital Wealth Advisors LLC8,125$292 09/30/2022
     IHDG8,125$292 09/30/2022
Avantax Advisory Services Inc.8,088$290 09/30/2022
     IHDG8,088$290 09/30/2022
HBW Advisory Services LLC8,081$288 12/31/2022
     IHDG8,081$288 12/31/2022
EisnerAmper Wealth Management Corporate Benefits LLC7,890$281 12/31/2022
     IHDG7,890$281 12/31/2022
Kolinsky Wealth Management LLC7,831$281 09/30/2022
     IHDG7,831$281 09/30/2022
Angeles Wealth Management LLC7,622$274 09/30/2022
     IHDG7,622$274 09/30/2022
Synovus Financial Corp7,447$268 09/30/2022
     IHDG7,447$268 09/30/2022
RFG Advisory LLC6,883$265 09/30/2022
     IHDG6,883$265 09/30/2022
Strategic Family Wealth Counselors L.L.C.7,245$258 12/31/2022
     IHDG7,245$258 12/31/2022
Townsend Asset Management Corp NC ADV6,885$247 09/30/2022
     IHDG6,885$247 09/30/2022
Fundamentun LLC6,878$245 12/31/2022
     IHDG6,878$245 12/31/2022
Willner & Heller LLC6,809$244 09/30/2022
     IHDG6,809$244 09/30/2022
Equitable Holdings Inc.6,613$237 09/30/2022
     IHDG6,613$237 09/30/2022
Geneos Wealth Management Inc.6,581$236 09/30/2022
     IHDG6,581$236 09/30/2022
Aspen Investment Management Inc6,550$235 09/30/2022
     IHDG6,550$235 09/30/2022
Mayport LLC6,497$231 12/31/2022
     IHDG6,497$231 12/31/2022
Raymond James Trust N.A.6,428$231 09/30/2022
     IHDG6,428$231 09/30/2022
L.M. Kohn & Company6,422$230 09/30/2022
     IHDG6,422$230 09/30/2022
Jacobi Capital Management LLC6,212$223 09/30/2022
     IHDG6,212$223 09/30/2022
Grant GrossMendelsohn LLC5,909$221 12/31/2022
     IHDG5,909$221 12/31/2022
Claudia M.P. Batlle CRP R LLC5,942$213 09/30/2022
     IHDG5,942$213 09/30/2022
Renaissance Technologies LLC5,575$200 09/30/2022
     IHDG5,575$200 09/30/2022
Citigroup Inc.5,488$197 09/30/2022
     IHDG5,488$197 09/30/2022
Bank of Montreal Can4,607$174 09/30/2022
     IHDG4,607$174 09/30/2022
FMR LLC4,461$160 09/30/2022
     IHDG4,461$160 09/30/2022
IFP Advisors Inc4,673$153 09/30/2022
     IHDG4,673$153 09/30/2022
Aptus Capital Advisors LLC3,770$135 09/30/2022
     IHDG3,770$135 09/30/2022
Guardian Wealth Advisors LLC NC3,770$135 09/30/2022
     IHDG3,770$135 09/30/2022
Ten Capital Wealth Advisors LLC3,448$124 09/30/2022
     IHDG3,448$124 09/30/2022
First Financialcorp IN3,250$116 12/31/2022
     IHDG3,250$116 12/31/2022
IAG Wealth Partners LLC2,121$76 09/30/2022
     IHDG2,121$76 09/30/2022
O Shaughnessy Asset Management LLC1,987$71 09/30/2022
     IHDG1,987$71 09/30/2022
Princeton Global Asset Management LLC1,640$59 09/30/2022
     IHDG1,640$59 09/30/2022
M&R Capital Management Inc.1,000$36 12/31/2022
     IHDG1,000$36 12/31/2022
TD Capital Management LLC829$30 09/30/2022
     IHDG829$30 09/30/2022
Life Planning Partners Inc593$21 09/30/2022
     IHDG593$21 09/30/2022
Gradient Investments LLC500$18 12/31/2022
     IHDG500$18 12/31/2022
National Bank of Canada FI400$14 12/31/2022
     IHDG400$14 12/31/2022
Harbour Investments Inc.325$12 09/30/2022
     IHDG325$12 09/30/2022
Romano Brothers AND Company178$6 12/31/2022
     IHDG178$6 12/31/2022
Private Trust Co. NA154$5 12/31/2022
     IHDG154$5 12/31/2022
Newbridge Financial Services Group Inc.145$5 12/31/2022
     IHDG145$5 12/31/2022
Ancora Advisors LLC150$5 09/30/2022
     IHDG150$5 09/30/2022
Bogart Wealth LLC101$4 09/30/2022
     IHDG101$4 09/30/2022
Operose Advisors LLC99$4 09/30/2022
     IHDG99$4 09/30/2022
Tsfg LLC47$2 12/31/2022
     IHDG47$2 12/31/2022
JPMorgan Chase & Co.20$1 09/30/2022
     IHDG20$1 09/30/2022
Cribstone Capital Management LLC26$1 09/30/2022
     IHDG26$1 09/30/2022
Global Retirement Partners LLC18$1 09/30/2022
     IHDG18$1 09/30/2022
Proequities Inc.0$0 12/31/2022
     IHDG0$0 12/31/2022
Global Wealth Strategies & Associates1$0 12/31/2022
     IHDG1$0 12/31/2022

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

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