HoldingsChannel.com



Funds Holding IOO

On this page, we present all of the funds holding IOO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IOO, with a link to that fund's top holdings. The next columns indicate the amount of IOO stock held by each of the funds holding IOO, followed by the IOO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 253 funds holding IOO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by BlackRock Inc.. For more details on the positions held by BlackRock Inc. (or by any of the other funds holding IOO), click the fund name in the "Holder" column of the funds-holding-IOO table below.

HolderAmountPosition Size
($ in 1000's)
 As of
BlackRock Inc.24,932,243$2,007,544 12/31/2023
     IOO24,932,243$2,007,544 12/31/2023
Northwestern Mutual Wealth Management Co.3,228,764$259,980 12/31/2023
     IOO3,228,764$259,980 12/31/2023
OLD National Bancorp IN1,212,409$108,401 03/31/2024
     IOO1,212,409$108,401 03/31/2024
Assetmark Inc.1,284,812$103,453 12/31/2023
     IOO1,284,812$103,453 12/31/2023
Amplius Wealth Advisors LLC901,175$80,574 03/31/2024
     IOO901,175$80,574 03/31/2024
Morgan Stanley684,819$55,142 12/31/2023
     IOO684,819$55,142 12/31/2023
Bank of America Corp DE680,593$54,801 12/31/2023
     IOO680,593$54,801 12/31/2023
Waddell & Associates LLC648,182$52,191 12/31/2023
     IOO648,182$52,191 12/31/2023
LPL Financial LLC431,020$34,706 12/31/2023
     IOO431,020$34,706 12/31/2023
UBS Group AG402,426$32,403 12/31/2023
     IOO402,426$32,403 12/31/2023
Advisor Group Holdings Inc.350,543$28,064 12/31/2023
     IOO350,543$28,064 12/31/2023
Beaumont Financial Advisors LLC325,404$26,202 12/31/2023
     IOO325,404$26,202 12/31/2023
Stephens Inc. AR307,460$24,757 12/31/2023
     IOO307,460$24,757 12/31/2023
Royal Bank of Canada278,873$22,455 12/31/2023
     IOO278,873$22,455 12/31/2023
Ameriprise Financial Inc.260,827$21,000 12/31/2023
     IOO260,827$21,000 12/31/2023
Raymond James & Associates251,733$20,270 12/31/2023
     IOO251,733$20,270 12/31/2023
Envestnet Asset Management Inc.227,274$18,300 12/31/2023
     IOO227,274$18,300 12/31/2023
Connectus Wealth LLC211,198$17,006 12/31/2023
     IOO211,198$17,006 12/31/2023
Wells Fargo & Company MN188,796$15,202 12/31/2023
     IOO188,796$15,202 12/31/2023
Raymond James Financial Services Advisors Inc.184,203$14,832 12/31/2023
     IOO184,203$14,832 12/31/2023
Per Stirling Capital Management LLC.183,161$14,748 12/31/2023
     IOO183,161$14,748 12/31/2023
Kaye Capital Management163,926$14,657 03/31/2024
     IOO163,926$14,657 03/31/2024
Wealth Enhancement Advisory Services LLC158,616$14,182 03/31/2024
     IOO158,616$14,182 03/31/2024
Commonwealth Equity Services LLC165,445$13,322 12/31/2023
     IOO165,445$13,322 12/31/2023
Avantax Advisory Services Inc.160,002$12,883 12/31/2023
     IOO160,002$12,883 12/31/2023
Asset Allocation Strategies LLC159,406$12,835 12/31/2023
     IOO159,406$12,835 12/31/2023
Drake & Associates LLC151,096$12,166 12/31/2023
     IOO151,096$12,166 12/31/2023
Scotia Capital Inc.150,618$12,126 12/31/2023
     IOO150,618$12,126 12/31/2023
Tower Wealth Partners Inc.124,220$11,107 03/31/2024
     IOO124,220$11,107 03/31/2024
Citigroup Inc.114,688$9,235 12/31/2023
     IOO114,688$9,235 12/31/2023
Flagship Private Wealth LLC113,689$9,154 12/31/2023
     IOO113,689$9,154 12/31/2023
MML Investors Services LLC110,408$8,890 12/31/2023
     IOO110,408$8,890 12/31/2023
Centaurus Financial Inc.108,838$8,764 12/31/2023
     IOO108,838$8,764 12/31/2023
Kestra Private Wealth Services LLC103,204$8,310 12/31/2023
     IOO103,204$8,310 12/31/2023
Ameritas Advisory Services LLC100,399$8,230 12/31/2023
     IOO100,399$8,230 12/31/2023
Bank of Montreal Can101,330$8,182 12/31/2023
     IOO101,330$8,182 12/31/2023
Zimmermann Investment Management & Planning LLC99,776$8,034 12/31/2023
     IOO99,776$8,034 12/31/2023
Connecticut Wealth Management LLC95,840$7,717 12/31/2023
     IOO95,840$7,717 12/31/2023
SILVER OAK SECURITIES Inc86,160$6,938 12/31/2023
     IOO86,160$6,938 12/31/2023
Modern Wealth Management LLC85,866$6,914 12/31/2023
     IOO85,866$6,914 12/31/2023
Cambridge Investment Research Advisors Inc.85,817$6,910 12/31/2023
     IOO85,817$6,910 12/31/2023
Thoroughbred Financial Services LLC84,159$6,776 12/31/2023
     IOO84,159$6,776 12/31/2023
Bluesphere Advisors LLC82,868$6,673 12/31/2023
     IOO82,868$6,673 12/31/2023
Sigma Planning Corp74,456$5,995 12/31/2023
     IOO74,456$5,995 12/31/2023
Certified Advisory Corp71,596$5,765 12/31/2023
     IOO71,596$5,765 12/31/2023
Equitable Holdings Inc.67,148$5,407 12/31/2023
     IOO67,148$5,407 12/31/2023
CIBC World Markets Inc.66,237$5,333 12/31/2023
     IOO66,237$5,333 12/31/2023
Cetera Investment Advisers58,921$4,744 12/31/2023
     IOO58,921$4,744 12/31/2023
Capital Advisors Ltd. LLC52,296$4,676 03/31/2024
     IOO52,296$4,676 03/31/2024
Private Advisor Group LLC56,461$4,546 12/31/2023
     IOO56,461$4,546 12/31/2023
Mariner LLC54,386$4,379 12/31/2023
     IOO54,386$4,379 12/31/2023
180 Wealth Advisors LLC48,819$4,365 03/31/2024
     IOO48,819$4,365 03/31/2024
Atria Investments LLC52,345$4,215 12/31/2023
     IOO52,345$4,215 12/31/2023
Cedar Brook Financial Partners LLC46,608$4,167 03/31/2024
     IOO46,608$4,167 03/31/2024
Hudock Inc.50,047$4,030 12/31/2023
     IOO50,047$4,030 12/31/2023
USAdvisors Wealth Management LLC49,735$4,004 12/31/2023
     IOO49,735$4,004 12/31/2023
Harbour Investments Inc.49,088$3,953 12/31/2023
     IOO49,088$3,953 12/31/2023
Creative Planning47,665$3,838 12/31/2023
     IOO47,665$3,838 12/31/2023
Kingswood Wealth Advisors LLC41,330$3,695 03/31/2024
     IOO41,330$3,695 03/31/2024
Whelan Financial41,265$3,689 03/31/2024
     IOO41,265$3,689 03/31/2024
Fagan Associates Inc.45,264$3,645 12/31/2023
     IOO45,264$3,645 12/31/2023
Aveo Capital Partners LLC44,769$3,605 12/31/2023
     IOO44,769$3,605 12/31/2023
Janney Montgomery Scott LLC41,995$3,381 12/31/2023
     IOO41,995$3,381 12/31/2023
Boyd Watterson Asset Management LLC OH40,330$3,247 12/31/2023
     IOO40,330$3,247 12/31/2023
Kestra Advisory Services LLC36,715$2,956 12/31/2023
     IOO36,715$2,956 12/31/2023
Sawtooth Solutions LLC35,127$2,828 12/31/2023
     IOO35,127$2,828 12/31/2023
Bleakley Financial Group LLC35,127$2,828 12/31/2023
     IOO35,127$2,828 12/31/2023
JPMorgan Chase & Co.35,074$2,824 12/31/2023
     IOO35,074$2,824 12/31/2023
TD Waterhouse Canada Inc.31,175$2,586 12/31/2023
     IOO31,175$2,586 12/31/2023
Cetera Advisor Networks LLC31,198$2,512 12/31/2023
     IOO31,198$2,512 12/31/2023
Susquehanna International Group LLP $2,498 12/31/2023
     IOO28,431$2,289 12/31/2023
     Call2,600$209 12/31/2023
AE Wealth Management LLC28,701$2,393 12/31/2023
     IOO28,701$2,393 12/31/2023
Raymond James Trust N.A.29,159$2,348 12/31/2023
     IOO29,159$2,348 12/31/2023
Baird Financial Group Inc.29,057$2,340 12/31/2023
     IOO29,057$2,340 12/31/2023
Capital International Investors28,759$2,319 12/31/2023
     IOO28,759$2,319 12/31/2023
RDA Financial Network24,586$2,198 03/31/2024
     IOO24,586$2,198 03/31/2024
GLOBALT Investments LLC GA26,818$2,159 12/31/2023
     IOO26,818$2,159 12/31/2023
Ieq Capital LLC26,782$2,157 12/31/2023
     IOO26,782$2,157 12/31/2023
Rathbone Brothers plc26,106$2,102 12/31/2023
     IOO26,106$2,102 12/31/2023
Focus Financial Network Inc. ADV23,531$1,895 12/31/2023
     IOO23,531$1,895 12/31/2023
Qube Research & Technologies Ltd23,229$1,870 12/31/2023
     IOO23,229$1,870 12/31/2023
Curbstone Financial Management Corp20,080$1,795 03/31/2024
     IOO20,080$1,795 03/31/2024
Csenge Advisory Group22,095$1,779 12/31/2023
     IOO22,095$1,779 12/31/2023
Meridian Wealth Management LLC21,551$1,735 12/31/2023
     IOO21,551$1,735 12/31/2023
LWM Advisory Services LLC20,577$1,657 12/31/2023
     IOO20,577$1,657 12/31/2023
Vickerman Investment Advisors Inc.20,198$1,626 12/31/2023
     IOO20,198$1,626 12/31/2023
Atria Wealth Solutions Inc.19,888$1,601 12/31/2023
     IOO19,888$1,601 12/31/2023
Steward Partners Investment Advisory LLC18,992$1,529 12/31/2023
     IOO18,992$1,529 12/31/2023
Cetera Advisors LLC18,747$1,510 12/31/2023
     IOO18,747$1,510 12/31/2023
Baystate Wealth Management LLC17,940$1,445 12/31/2023
     IOO17,940$1,445 12/31/2023
Gamco Investors INC. ET AL16,800$1,353 12/31/2023
     IOO16,800$1,353 12/31/2023
Chicago Partners Investment Group LLC16,011$1,329 12/31/2023
     IOO16,011$1,329 12/31/2023
Integrated Wealth Concepts LLC15,626$1,258 12/31/2023
     IOO15,626$1,258 12/31/2023
FMR LLC14,506$1,168 12/31/2023
     IOO14,506$1,168 12/31/2023
Stifel Financial Corp14,166$1,141 12/31/2023
     IOO14,166$1,141 12/31/2023
Mercer Global Advisors Inc. ADV14,166$1,141 12/31/2023
     IOO14,166$1,141 12/31/2023
Cape Cod Five Cents Savings Bank14,004$1,128 12/31/2023
     IOO14,004$1,128 12/31/2023
Onyx Bridge Wealth Group LLC13,665$1,100 12/31/2023
     IOO13,665$1,100 12/31/2023
Dorsey & Whitney Trust CO LLC13,605$1,095 12/31/2023
     IOO13,605$1,095 12/31/2023
Flagship Harbor Advisors LLC12,156$1,087 03/31/2024
     IOO12,156$1,087 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC13,180$1,061 12/31/2023
     IOO13,180$1,061 12/31/2023
Howard Wealth Management LLC12,616$1,016 12/31/2023
     IOO12,616$1,016 12/31/2023
EWG Elevate Inc.11,275$1,008 03/31/2024
     IOO11,275$1,008 03/31/2024
Powell Investment Advisors LLC11,189$1,000 03/31/2024
     IOO11,189$1,000 03/31/2024
Beaumont Capital Management LLC12,358$995 12/31/2023
     IOO12,358$995 12/31/2023
Abbrea Capital LLC12,040$969 12/31/2023
     IOO12,040$969 12/31/2023
CENTRAL TRUST Co12,015$967 12/31/2023
     IOO12,015$967 12/31/2023
Rockefeller Capital Management L.P.11,743$946 12/31/2023
     IOO11,743$946 12/31/2023
HighTower Advisors LLC11,692$941 12/31/2023
     IOO11,692$941 12/31/2023
Creative Financial Designs Inc. ADV11,406$918 12/31/2023
     IOO11,406$918 12/31/2023
Mather Group LLC.9,934$888 03/31/2024
     IOO9,934$888 03/31/2024
Oppenheimer & Co. Inc.10,994$885 12/31/2023
     IOO10,994$885 12/31/2023
KCM Investment Advisors LLC10,872$875 12/31/2023
     IOO10,872$875 12/31/2023
OneAscent Financial Services LLC9,594$858 03/31/2024
     IOO9,594$858 03/31/2024
US Bancorp DE10,221$823 12/31/2023
     IOO10,221$823 12/31/2023
Alesco Advisors LLC10,115$814 12/31/2023
     IOO10,115$814 12/31/2023
Stratos Wealth Partners LTD.8,974$802 03/31/2024
     IOO8,974$802 03/31/2024
Ifrah Financial Services Inc.9,799$789 12/31/2023
     IOO9,799$789 12/31/2023
Wedbush Securities Inc.9,783$788 12/31/2023
     IOO9,783$788 12/31/2023
Evolution Wealth Advisors LLC8,754$783 03/31/2024
     IOO8,754$783 03/31/2024
Financial Advocates Investment Management9,618$774 12/31/2023
     IOO9,618$774 12/31/2023
Visionary Wealth Advisors9,190$740 12/31/2023
     IOO9,190$740 12/31/2023
Valmark Advisers Inc.8,715$702 12/31/2023
     IOO8,715$702 12/31/2023
Newbridge Financial Services Group Inc.8,640$696 12/31/2023
     IOO8,640$696 12/31/2023
BCS Wealth Management7,673$686 03/31/2024
     IOO7,673$686 03/31/2024
Professional Financial Advisors LLC8,325$670 12/31/2023
     IOO8,325$670 12/31/2023
RFG Advisory LLC7,405$662 03/31/2024
     IOO7,405$662 03/31/2024
Cerity Partners LLC8,204$661 12/31/2023
     IOO8,204$661 12/31/2023
Jane Street Group LLC8,098$652 12/31/2023
     IOO8,098$652 12/31/2023
GWM Advisors LLC7,857$633 12/31/2023
     IOO7,857$633 12/31/2023
Goldman Sachs Group Inc.7,665$617 12/31/2023
     IOO7,665$617 12/31/2023
Wintrust Investments LLC7,610$613 12/31/2023
     IOO7,610$613 12/31/2023
Montis Financial LLC6,762$605 03/31/2024
     IOO6,762$605 03/31/2024
O Shaughnessy Asset Management LLC7,387$595 12/31/2023
     IOO7,387$595 12/31/2023
Legacy Financial Strategies LLC6,518$583 03/31/2024
     IOO6,518$583 03/31/2024
Comerica Bank7,197$579 12/31/2023
     IOO7,197$579 12/31/2023
Unique Wealth LLC6,403$573 03/31/2024
     IOO6,403$573 03/31/2024
New Millennium Group LLC6,303$507 12/31/2023
     IOO6,303$507 12/31/2023
Montag A & Associates Inc.6,256$504 12/31/2023
     IOO6,256$504 12/31/2023
OneAscent Wealth Management LLC5,599$501 03/31/2024
     IOO5,599$501 03/31/2024
NTV Asset Management LLC6,150$495 12/31/2023
     IOO6,150$495 12/31/2023
Avaii Wealth Management LLC6,147$495 12/31/2023
     IOO6,147$495 12/31/2023
Envestnet Portfolio Solutions Inc.6,129$494 12/31/2023
     IOO6,129$494 12/31/2023
Weaver Consulting Group5,316$475 03/31/2024
     IOO5,316$475 03/31/2024
Parallel Advisors LLC5,903$475 12/31/2023
     IOO5,903$475 12/31/2023
Glenmede Trust Co. NA5,822$469 12/31/2023
     IOO5,822$469 12/31/2023
First Heartland Consultants Inc.5,746$463 12/31/2023
     IOO5,746$463 12/31/2023
CI Private Wealth LLC5,452$439 12/31/2023
     IOO5,452$439 12/31/2023
GSB Wealth Management LLC5,354$431 12/31/2023
     IOO5,354$431 12/31/2023
HBW Advisory Services LLC4,796$429 03/31/2024
     IOO4,796$429 03/31/2024
Bradley & Co. Private Wealth Management LLC5,205$419 12/31/2023
     IOO5,205$419 12/31/2023
Mirador Capital Partners LP4,667$417 03/31/2024
     IOO4,667$417 03/31/2024
Walled Lake Planning & Wealth Management LLC5,114$412 12/31/2023
     IOO5,114$412 12/31/2023
BigSur Wealth Management LLC5,076$409 12/31/2023
     IOO5,076$409 12/31/2023
EP Wealth Advisors LLC5,050$407 12/31/2023
     IOO5,050$407 12/31/2023
Whittier Trust Co.5,000$403 12/31/2023
     IOO5,000$403 12/31/2023
Perigon Wealth Management LLC4,999$403 12/31/2023
     IOO4,999$403 12/31/2023
Thomasville National Bank4,497$402 03/31/2024
     IOO4,497$402 03/31/2024
Daymark Wealth Partners LLC4,485$401 03/31/2024
     IOO4,485$401 03/31/2024
Dynamic Advisor Solutions LLC4,408$394 03/31/2024
     IOO4,408$394 03/31/2024
Ausdal Financial Partners Inc.4,378$391 03/31/2024
     IOO4,378$391 03/31/2024
National Asset Management Inc.4,654$375 12/31/2023
     IOO4,654$375 12/31/2023
WPWealth LLP4,610$371 12/31/2023
     IOO4,610$371 12/31/2023
Renaissance Technologies LLC4,400$354 12/31/2023
     IOO4,400$354 12/31/2023
Bank of New York Mellon Corp4,359$351 12/31/2023
     IOO4,359$351 12/31/2023
Fischer Investment Strategies LLC4,325$348 12/31/2023
     IOO4,325$348 12/31/2023
Beacon Pointe Advisors LLC4,175$336 12/31/2023
     IOO4,175$336 12/31/2023
Hanlon Investment Management Inc.4,138$333 12/31/2023
     IOO4,138$333 12/31/2023
Continuum Advisory LLC4,104$331 12/31/2023
     IOO4,104$331 12/31/2023
Lane & Associates LLC3,656$327 03/31/2024
     IOO3,656$327 03/31/2024
Fifth Third Securities Inc.3,635$325 03/31/2024
     IOO3,635$325 03/31/2024
Truist Financial Corp3,702$298 12/31/2023
     IOO3,702$298 12/31/2023
Arete Wealth Advisors LLC3,698$298 12/31/2023
     IOO3,698$298 12/31/2023
Cape Investment Advisory Inc.3,680$296 12/31/2023
     IOO3,680$296 12/31/2023
Strait & Sound Wealth Management LLC3,680$295 12/31/2023
     IOO3,680$295 12/31/2023
Summit Financial Group Inc.3,230$289 03/31/2024
     IOO3,230$289 03/31/2024
J.W. Cole Advisors Inc.3,576$288 12/31/2023
     IOO3,576$288 12/31/2023
Charter Trust Co.3,570$287 12/31/2023
     IOO3,570$287 12/31/2023
National Bank of Canada FI3,528$282 12/31/2023
     IOO3,528$282 12/31/2023
DHK Financial Advisors Inc.3,500$282 12/31/2023
     IOO3,500$282 12/31/2023
Adell Harriman & Carpenter Inc.3,350$270 12/31/2023
     IOO3,350$270 12/31/2023
Encompass Wealth Advisors LLC3,340$269 12/31/2023
     IOO3,340$269 12/31/2023
Level Four Advisory Services LLC3,303$266 12/31/2023
     IOO3,303$266 12/31/2023
Palisade Asset Management LLC3,220$259 12/31/2023
     IOO3,220$259 12/31/2023
Sfmg LLC3,213$259 12/31/2023
     IOO3,213$259 12/31/2023
McKinley Carter Wealth Services Inc.3,148$253 12/31/2023
     IOO3,148$253 12/31/2023
Pathstone Holdings LLC3,134$252 12/31/2023
     IOO3,134$252 12/31/2023
Financial Council Asset Management Inc3,116$251 12/31/2023
     IOO3,116$251 12/31/2023
IFP Advisors Inc3,030$244 12/31/2023
     IOO3,030$244 12/31/2023
Lwmg LLC2,953$238 12/31/2023
     IOO2,953$238 12/31/2023
Revisor Wealth Management LLC2,949$237 12/31/2023
     IOO2,949$237 12/31/2023
Peterson Financial Group Inc.2,869$231 12/31/2023
     IOO2,869$231 12/31/2023
Geneos Wealth Management Inc.2,845$229 12/31/2023
     IOO2,845$229 12/31/2023
Global Retirement Partners LLC2,821$227 12/31/2023
     IOO2,821$227 12/31/2023
Bank of Nova Scotia2,731$220 12/31/2023
     IOO2,731$220 12/31/2023
Family Firm Inc.2,729$220 12/31/2023
     IOO2,729$220 12/31/2023
Future Financial Wealth Managment LLC2,452$219 03/31/2024
     IOO2,452$219 03/31/2024
Affiance Financial LLC2,441$218 03/31/2024
     IOO2,441$218 03/31/2024
The PNC Financial Services Group Inc.2,578$208 12/31/2023
     IOO2,578$208 12/31/2023
Blair William & Co. IL2,578$208 12/31/2023
     IOO2,578$208 12/31/2023
Silvercrest Asset Management Group LLC2,570$207 12/31/2023
     IOO2,570$207 12/31/2023
GSA Capital Partners LLP2,539$204 12/31/2023
     IOO2,539$204 12/31/2023
WFA Asset Management Corp2,127$190 03/31/2024
     IOO2,127$190 03/31/2024
Coppell Advisory Solutions LLC1,925$155 12/31/2023
     IOO1,925$155 12/31/2023
Allworth Financial LP1,795$145 12/31/2023
     IOO1,795$145 12/31/2023
Tsfg LLC1,500$134 03/31/2024
     IOO1,500$134 03/31/2024
Principal Securities Inc.1,644$132 12/31/2023
     IOO1,644$132 12/31/2023
Advisory Services Network LLC1,526$123 12/31/2023
     IOO1,526$123 12/31/2023
CWM LLC1,196$107 03/31/2024
     IOO1,196$107 03/31/2024
Signaturefd LLC1,260$101 12/31/2023
     IOO1,260$101 12/31/2023
Whittier Trust Co. of Nevada Inc.1,190$96 12/31/2023
     IOO1,190$96 12/31/2023
Fifth Third Bancorp1,180$95 12/31/2023
     IOO1,180$95 12/31/2023
Phillips Financial Management LLC1,182$95 12/31/2023
     IOO1,182$95 12/31/2023
Scarborough Advisors LLC903$73 12/31/2023
     IOO903$73 12/31/2023
Ronald Blue Trust Inc.800$59 12/31/2023
     IOO800$59 12/31/2023
TD Capital Management LLC684$55 12/31/2023
     IOO684$55 12/31/2023
Semmax Financial Advisors Inc.646$54 12/31/2023
     IOO646$54 12/31/2023
Advisors Preferred LLC569$45 12/31/2023
     IOO569$45 12/31/2023
Lazard Asset Management LLC491$39 12/31/2023
     IOO491$39 12/31/2023
First Manhattan Co.449$36 12/31/2023
     IOO449$36 12/31/2023
Glassman Wealth Services446$36 12/31/2023
     IOO446$36 12/31/2023
Center for Financial Planning Inc.404$33 12/31/2023
     IOO404$33 12/31/2023
JDM Financial Group LLC414$33 12/31/2023
     IOO414$33 12/31/2023
Pineridge Advisors LLC407$33 12/31/2023
     IOO407$33 12/31/2023
Richardson Capital Management LLC338$30 03/31/2024
     IOO338$30 03/31/2024
Glass Jacobson Investment Advisors llc351$28 12/31/2023
     IOO351$28 12/31/2023
Matrix Private Capital Group LLC295$24 12/31/2023
     IOO295$24 12/31/2023
Capital Investment Advisory Services LLC286$23 12/31/2023
     IOO286$23 12/31/2023
Coastal Investment Advisors Inc.232$21 03/31/2024
     IOO232$21 03/31/2024
Gradient Investments LLC218$18 12/31/2023
     IOO218$18 12/31/2023
Clearstead Advisors LLC200$16 12/31/2023
     IOO200$16 12/31/2023
HM Payson & Co.200$16 12/31/2023
     IOO200$16 12/31/2023
Deutsche Bank AG203$16 12/31/2023
     IOO203$16 12/31/2023
Nalls Sherbakoff Group LLC200$16 12/31/2023
     IOO200$16 12/31/2023
Carmichael Hill & Associates Inc.185$15 12/31/2023
     IOO185$15 12/31/2023
Front Row Advisors LLC180$14 12/31/2023
     IOO180$14 12/31/2023
FinTrust Capital Advisors LLC156$13 12/31/2023
     IOO156$13 12/31/2023
GHP Investment Advisors Inc.152$12 12/31/2023
     IOO152$12 12/31/2023
Benjamin F. Edwards & Company Inc.155$12 12/31/2023
     IOO155$12 12/31/2023
Independence Bank of Kentucky90$8 03/31/2024
     IOO90$8 03/31/2024
Archer Investment Corp90$7 12/31/2023
     IOO90$7 12/31/2023
NBC Securities Inc.63$6 03/31/2024
     IOO63$6 03/31/2024
Bessemer Group Inc.74$6 12/31/2023
     IOO74$6 12/31/2023
ST Germain D J Co. Inc.58$5 03/31/2024
     IOO58$5 03/31/2024
WestEnd Advisors LLC65$5 12/31/2023
     IOO65$5 12/31/2023
MayTech Global Investments LLC54$4 12/31/2023
     IOO54$4 12/31/2023
Dunhill Financial LLC48$4 12/31/2023
     IOO48$4 12/31/2023
First Financialcorp IN38$3 03/31/2024
     IOO38$3 03/31/2024
Sunbelt Securities Inc.29$3 03/31/2024
     IOO29$3 03/31/2024
Sound Income Strategies LLC34$3 03/31/2024
     IOO34$3 03/31/2024
Howe & Rusling Inc.27$2 12/31/2023
     IOO27$2 12/31/2023
Evolution Advisers Inc.19$2 12/31/2023
     IOO19$2 12/31/2023
Capital Analysts LLC12$1 12/31/2023
     IOO12$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     IOO0$0 12/31/2023

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

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