HoldingsChannel.com
Funds Holding IOO
HolderAmountPosition Size
($ in 1000's)
 As of
BlackRock Inc.23,115,856$1,032,355 03/31/2020
     IOO23,115,856$1,032,355 03/31/2020
Bank of America Corp DE1,023,472$45,708 03/31/2020
     IOO1,023,472$45,708 03/31/2020
Northwestern Mutual Wealth Management Co.1,005,612$44,911 03/31/2020
     IOO1,005,612$44,911 03/31/2020
Morgan Stanley486,582$21,731 03/31/2020
     IOO486,582$21,731 03/31/2020
Citigroup Inc.392,845$17,544 03/31/2020
     IOO392,845$17,544 03/31/2020
UBS Group AG372,782$16,648 03/31/2020
     IOO372,782$16,648 03/31/2020
Royal Bank of Canada326,402$14,577 03/31/2020
     IOO326,402$14,577 03/31/2020
Baird Financial Group Inc.324,698$14,501 03/31/2020
     IOO324,698$14,501 03/31/2020
Ladenburg Thalmann Financial Services Inc.243,229$13,096 12/31/2019
     IOO243,229$13,096 12/31/2019
Scotia Capital Inc.178,053$7,950 03/31/2020
     IOO178,053$7,950 03/31/2020
Connecticut Wealth Management LLC161,597$7,217 03/31/2020
     IOO161,597$7,217 03/31/2020
Carroll Financial Associates Inc.139,520$6,230 03/31/2020
     IOO139,520$6,230 03/31/2020
Fluent Financial LLC129,794$5,797 03/31/2020
     IOO129,794$5,797 03/31/2020
Commonwealth Equity Services LLC127,276$5,684 03/31/2020
     IOO127,276$5,684 03/31/2020
Envestnet Asset Management Inc.95,454$4,263 03/31/2020
     IOO95,454$4,263 03/31/2020
Raymond James Financial Services Advisors Inc.92,049$4,111 03/31/2020
     IOO92,049$4,111 03/31/2020
Wells Fargo & Company MN80,062$3,576 03/31/2020
     IOO80,062$3,576 03/31/2020
Private Advisor Group LLC68,935$3,078 03/31/2020
     IOO68,935$3,078 03/31/2020
Creative Planning65,304$2,916 03/31/2020
     IOO65,304$2,916 03/31/2020
180 Wealth Advisors LLC65,175$2,871 03/31/2020
     IOO65,175$2,871 03/31/2020
Cetera Advisor Networks LLC55,916$2,497 03/31/2020
     IOO55,916$2,497 03/31/2020
Ieq Capital LLC54,189$2,420 03/31/2020
     IOO54,189$2,420 03/31/2020
Capital Advisors Ltd. LLC52,217$2,332 03/31/2020
     IOO52,217$2,332 03/31/2020
Dorsey & Whitney Trust CO LLC51,640$2,306 03/31/2020
     IOO51,640$2,306 03/31/2020
Boyd Watterson Asset Management LLC OH48,322$2,158 03/31/2020
     IOO48,322$2,158 03/31/2020
Janney Montgomery Scott LLC47,993$2,143 03/31/2020
     IOO47,993$2,143 03/31/2020
Crumly & Associates Inc.46,274$2,067 03/31/2020
     IOO46,274$2,067 03/31/2020
Jane Street Group LLC45,792$2,045 03/31/2020
     IOO45,792$2,045 03/31/2020
LPL Financial LLC45,079$2,013 03/31/2020
     IOO45,079$2,013 03/31/2020
Rathbone Brothers plc40,444$1,806 03/31/2020
     IOO40,444$1,806 03/31/2020
EWG Elevate Inc.39,467$1,763 03/31/2020
     IOO39,467$1,763 03/31/2020
Deutsche Bank AG35,585$1,589 03/31/2020
     IOO35,585$1,589 03/31/2020
Bank of Montreal Can35,558$1,566 03/31/2020
     IOO35,558$1,566 03/31/2020
First Republic Investment Management Inc.33,193$1,482 03/31/2020
     IOO33,193$1,482 03/31/2020
Synovus Financial Corp31,543$1,409 03/31/2020
     IOO31,543$1,409 03/31/2020
Citadel Advisors LLC29,838$1,333 03/31/2020
     IOO29,838$1,333 03/31/2020
Leavell Investment Management Inc.26,804$1,197 03/31/2020
     IOO26,804$1,197 03/31/2020
Allianz Asset Management GmbH23,650$1,056 03/31/2020
     IOO23,650$1,056 03/31/2020
Advisor Group Inc.18,997$1,025 12/31/2019
     IOO18,997$1,025 12/31/2019
Cape Cod Five Cents Savings Bank22,710$1,014 03/31/2020
     IOO22,710$1,014 03/31/2020
Raymond James & Associates22,093$987 03/31/2020
     IOO22,093$987 03/31/2020
Advisor Group Holdings Inc.20,665$925 03/31/2020
     IOO20,665$925 03/31/2020
Sigma Planning Corp20,115$898 03/31/2020
     IOO20,115$898 03/31/2020
MML Investors Services LLC18,009$804 03/31/2020
     IOO18,009$804 03/31/2020
Gamco Investors INC. ET AL16,800$750 03/31/2020
     IOO16,800$750 03/31/2020
Stearns Financial Services Group16,039$716 03/31/2020
     IOO16,039$716 03/31/2020
PNC Financial Services Group Inc.15,887$709 03/31/2020
     IOO15,887$709 03/31/2020
Cookson Peirce & Co. Inc.15,425$689 03/31/2020
     IOO15,425$689 03/31/2020
Dynamic Advisor Solutions LLC15,217$680 03/31/2020
     IOO15,217$680 03/31/2020
Curbstone Financial Management Corp15,100$674 03/31/2020
     IOO15,100$674 03/31/2020
Baystate Wealth Management LLC15,064$673 03/31/2020
     IOO15,064$673 03/31/2020
Rockefeller Capital Management L.P.14,911$666 03/31/2020
     IOO14,911$666 03/31/2020
Cambridge Investment Research Advisors Inc.14,829$662 03/31/2020
     IOO14,829$662 03/31/2020
Flagship Harbor Advisors LLC14,604$652 03/31/2020
     IOO14,604$652 03/31/2020
BigSur Wealth Management LLC12,600$563 03/31/2020
     IOO12,600$563 03/31/2020
KCM Investment Advisors LLC12,347$551 03/31/2020
     IOO12,347$551 03/31/2020
Abbrea Capital LLC12,080$539 03/31/2020
     IOO12,080$539 03/31/2020
Howard Wealth Management LLC11,899$531 03/31/2020
     IOO11,899$531 03/31/2020
Oppenheimer & Co. Inc.11,235$502 03/31/2020
     IOO11,235$502 03/31/2020
Regions Financial Corp9,306$416 03/31/2020
     IOO9,306$416 03/31/2020
NTV Asset Management LLC9,046$404 03/31/2020
     IOO9,046$404 03/31/2020
Montag A & Associates Inc.8,810$393 03/31/2020
     IOO8,810$393 03/31/2020
Freestone Capital Holdings LLC8,810$393 03/31/2020
     IOO8,810$393 03/31/2020
Parallel Advisors LLC8,800$393 03/31/2020
     IOO8,800$393 03/31/2020
Ifrah Financial Services Inc.8,727$390 03/31/2020
     IOO8,727$390 03/31/2020
Glenmede Trust Co. NA7,207$388 03/31/2020
     IOO7,207$388 03/31/2020
EP Wealth Advisors LLC8,568$383 03/31/2020
     IOO8,568$383 03/31/2020
Apollon Wealth Management LLC7,992$357 03/31/2020
     IOO7,992$357 03/31/2020
BCS Wealth Management7,673$343 03/31/2020
     IOO7,673$343 03/31/2020
Gofen & Glossberg LLC IL7,486$334 03/31/2020
     IOO7,486$334 03/31/2020
FMR LLC7,443$332 03/31/2020
     IOO7,443$332 03/31/2020
Goldman Sachs Group Inc.7,350$328 03/31/2020
     IOO7,350$328 03/31/2020
CIBC World Markets Inc.7,288$325 03/31/2020
     IOO7,288$325 03/31/2020
Thomasville National Bank6,510$322 03/31/2020
     IOO6,510$322 03/31/2020
Stifel Financial Corp7,213$321 03/31/2020
     IOO7,213$321 03/31/2020
SlateStone Wealth LLC7,190$321 03/31/2020
     IOO7,190$321 03/31/2020
Oliver Luxxe Assets LLC6,840$320 03/31/2020
     IOO6,840$320 03/31/2020
Beacon Pointe Wealth Advisors LLC5,610$302 12/31/2019
     IOO5,610$302 12/31/2019
Truist Financial Corp6,738$301 03/31/2020
     IOO6,738$301 03/31/2020
Ameriprise Financial Inc.6,743$301 03/31/2020
     IOO6,743$301 03/31/2020
LifePlan Financial Group Inc6,473$289 03/31/2020
     IOO6,473$289 03/31/2020
Bank of New York Mellon Corp6,419$287 03/31/2020
     IOO6,419$287 03/31/2020
Sullivan Bruyette Speros & Blaney LLC6,022$269 03/31/2020
     IOO6,022$269 03/31/2020
RFG Advisory LLC5,700$255 03/31/2020
     IOO5,700$255 03/31/2020
Adell Harriman & Carpenter Inc.5,594$250 03/31/2020
     IOO5,594$250 03/31/2020
Bank of Nova Scotia5,531$247 03/31/2020
     IOO5,531$247 03/31/2020
Beacon Pointe Advisors LLC5,430$242 03/31/2020
     IOO5,430$242 03/31/2020
Level Four Advisory Services LLC5,336$238 03/31/2020
     IOO5,336$238 03/31/2020
Cetera Advisors LLC5,241$234 03/31/2020
     IOO5,241$234 03/31/2020
Whittier Trust Co.5,000$223 03/31/2020
     IOO5,000$223 03/31/2020
United Capital Financial Advisers LLC4,654$208 03/31/2020
     IOO4,654$208 03/31/2020
Bar Harbor Trust Services4,590$205 03/31/2020
     IOO4,590$205 03/31/2020
Wintrust Investments LLC4,560$204 03/31/2020
     IOO4,560$204 03/31/2020
Weaver Consulting Group4,330$193 03/31/2020
     IOO4,330$193 03/31/2020
Harding Loevner LP3,851$172 03/31/2020
     IOO3,851$172 03/31/2020
Sowell Financial Services LLC3,581$160 03/31/2020
     IOO3,581$160 03/31/2020
JPMorgan Chase & Co.3,559$159 03/31/2020
     IOO3,559$159 03/31/2020
Kistler Tiffany Companies LLC2,624$142 03/31/2020
     IOO2,624$142 03/31/2020
Whittier Trust Co. of Nevada Inc.2,172$97 03/31/2020
     IOO2,172$97 03/31/2020
Signaturefd LLC1,983$89 03/31/2020
     IOO1,983$89 03/31/2020
Stonebridge Capital Advisors LLC2,000$89 03/31/2020
     IOO2,000$89 03/31/2020
Berman Capital Advisors LLC2,000$89 03/31/2020
     IOO2,000$89 03/31/2020
Powell Investment Advisors LLC1,869$83 03/31/2020
     IOO1,869$83 03/31/2020
Affiance Financial LLC1,348$60 03/31/2020
     IOO1,348$60 03/31/2020
Blair William & Co. IL1,181$53 03/31/2020
     IOO1,181$53 03/31/2020
Lazard Asset Management LLC1,099$49 03/31/2020
     IOO1,099$49 03/31/2020
Private Capital Group LLC1,096$49 03/31/2020
     IOO1,096$49 03/31/2020
Ellis Investment Partners LLC1,074$46 03/31/2020
     IOO1,074$46 03/31/2020
Fifth Third Bancorp1,000$45 03/31/2020
     IOO1,000$45 03/31/2020
Pacifica Partners Inc.940$43 03/31/2020
     IOO940$43 03/31/2020
Carolinas Wealth Consulting LLC941$42 03/31/2020
     IOO941$42 03/31/2020
IFP Advisors Inc894$40 03/31/2020
     IOO894$40 03/31/2020
LS Investment Advisors LLC750$33 03/31/2020
     IOO750$33 03/31/2020
Townsend Asset Management Corp NC ADV704$31 03/31/2020
     IOO704$31 03/31/2020
Valeo Financial Advisors LLC652$31 03/31/2020
     IOO652$31 03/31/2020
Moser Wealth Advisors LLC633$28 03/31/2020
     IOO633$28 03/31/2020
Financial Enhancement Group LLC610$27 03/31/2020
     IOO610$27 03/31/2020
Capital Investment Advisory Services LLC555$25 03/31/2020
     IOO555$25 03/31/2020
Proequities Inc.439$20 03/31/2020
     IOO439$20 03/31/2020
Glassman Wealth Services446$20 03/31/2020
     IOO446$20 03/31/2020
NEXT Financial Group Inc260$12 03/31/2020
     IOO260$12 03/31/2020
Assetmark Inc.197$9 03/31/2020
     IOO197$9 03/31/2020
Front Row Advisors LLC180$9 03/31/2020
     IOO180$9 03/31/2020
Tsfg LLC191$9 03/31/2020
     IOO191$9 03/31/2020
Cutler Group LP $8 03/31/2020
     IOO200$8 03/31/2020
     Put100$0 03/31/2020
     Call400$0 03/31/2020
Cedar Mountain Advisors LLC146$7 03/31/2020
     IOO146$7 03/31/2020
Joseph P. Lucia & Associates LLC140$6 03/31/2020
     IOO140$6 03/31/2020
Sowa Financial Group Inc.142$6 03/31/2020
     IOO142$6 03/31/2020
Ironwood Financial llc112$5 03/31/2020
     IOO112$5 03/31/2020
Jacobi Capital Management LLC122$5 03/31/2020
     IOO122$5 03/31/2020
Sound Income Strategies LLC34$2 03/31/2020
     IOO34$2 03/31/2020
BDO Wealth Advisors LLC24$1 03/31/2020
     IOO24$1 03/31/2020
Claraphi Advisory Network LLC30$1 03/31/2020
     IOO30$1 03/31/2020
Susquehanna International Group LLP18,427$-110 03/31/2020
     Put20,900$933 03/31/2020
     IOO18,427$823 03/31/2020

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

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