HoldingsChannel.com
Funds Holding ITM
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE18,534,460$930,986 12/31/2019
     ITM18,534,460$930,986 12/31/2019
UBS Group AG883,223$44,364 12/31/2019
     ITM883,223$44,364 12/31/2019
Caprin Asset Management LLC ADV882,080$44,307 12/31/2019
     ITM882,080$44,307 12/31/2019
AJ Wealth Strategies LLC559,393$28,098 12/31/2019
     ITM559,393$28,098 12/31/2019
Morgan Stanley549,088$27,581 12/31/2019
     ITM549,088$27,581 12/31/2019
Truist Financial Corp401,984$20,192 12/31/2019
     ITM401,984$20,192 12/31/2019
Wells Fargo & Company MN395,015$19,842 12/31/2019
     ITM395,015$19,842 12/31/2019
BB&T Securities LLC384,858$19,361 09/30/2019
     ITM384,858$19,361 09/30/2019
Oppenheimer Asset Management Inc.232,620$11,685 12/31/2019
     ITM232,620$11,685 12/31/2019
Ameriprise Financial Inc.226,796$11,398 12/31/2019
     ITM226,796$11,398 12/31/2019
Envestnet Asset Management Inc.203,474$10,221 12/31/2019
     ITM203,474$10,221 12/31/2019
LPL Financial LLC193,031$9,696 12/31/2019
     ITM193,031$9,696 12/31/2019
Royal Bank of Canada190,777$9,583 12/31/2019
     ITM190,777$9,583 12/31/2019
GenTrust LLC188,467$9,469 12/31/2019
     ITM188,467$9,469 12/31/2019
GWM Advisors LLC188,233$9,454 12/31/2019
     ITM188,233$9,454 12/31/2019
Cambridge Investment Research Advisors Inc.170,683$8,573 12/31/2019
     ITM170,683$8,573 12/31/2019
Northwestern Mutual Wealth Management Co.151,928$7,631 12/31/2019
     ITM151,928$7,631 12/31/2019
Wilbanks Smith & Thomas Asset Management LLC142,633$7,164 12/31/2019
     ITM142,633$7,164 12/31/2019
Vicus Capital141,422$7,104 12/31/2019
     ITM141,422$7,104 12/31/2019
Condor Capital Management127,915$6,425 12/31/2019
     ITM127,915$6,425 12/31/2019
Stifel Financial Corp123,539$6,211 12/31/2019
     ITM123,539$6,211 12/31/2019
Optimum Investment Advisors120,811$6,068 12/31/2019
     ITM120,811$6,068 12/31/2019
Cardan Capital Partners LLC108,057$5,428 12/31/2019
     ITM108,057$5,428 12/31/2019
Brandywine Oak Private Wealth LLC100,349$5,040 12/31/2019
     ITM100,349$5,040 12/31/2019
Clearwater Capital Advisors LLC78,955$3,966 12/31/2019
     ITM78,955$3,966 12/31/2019
Mariner LLC70,155$3,524 12/31/2019
     ITM70,155$3,524 12/31/2019
Dubuque Bank & Trust Co.69,390$3,485 12/31/2019
     ITM69,390$3,485 12/31/2019
LGL Partners LLC67,180$3,374 12/31/2019
     ITM67,180$3,374 12/31/2019
American Economic Planning Group Inc. ADV61,727$3,105 09/30/2019
     ITM61,727$3,105 09/30/2019
Lincoln National Corp60,535$3,041 12/31/2019
     ITM60,535$3,041 12/31/2019
Raymond James & Associates58,345$2,931 12/31/2019
     ITM58,345$2,931 12/31/2019
MBM Wealth Consultants LLC56,153$2,821 12/31/2019
     ITM56,153$2,821 12/31/2019
Raymond James Financial Services Advisors Inc.56,045$2,815 12/31/2019
     ITM56,045$2,815 12/31/2019
JPMorgan Chase & Co.54,739$2,750 12/31/2019
     ITM54,739$2,750 12/31/2019
Advisor Group Inc.52,839$2,654 12/31/2019
     ITM52,839$2,654 12/31/2019
Pacific Capital Wealth Advisors Inc.51,936$2,609 12/31/2019
     ITM51,936$2,609 12/31/2019
Jane Street Group LLC47,494$2,386 12/31/2019
     ITM47,494$2,386 12/31/2019
Rockefeller Capital Management L.P.45,717$2,297 12/31/2019
     ITM45,717$2,297 12/31/2019
Capital Analysts LLC42,416$2,131 12/31/2019
     ITM42,416$2,131 12/31/2019
James Investment Research Inc.39,512$1,985 12/31/2019
     ITM39,512$1,985 12/31/2019
Janney Montgomery Scott LLC36,262$1,821 12/31/2019
     ITM36,262$1,821 12/31/2019
JNBA Financial Advisors36,084$1,812 12/31/2019
     ITM36,084$1,812 12/31/2019
Kovitz Investment Group Partners LLC36,024$1,809 12/31/2019
     ITM36,024$1,809 12/31/2019
ARGI Investment Services LLC34,824$1,779 12/31/2019
     ITM34,824$1,779 12/31/2019
Sheets Smith Wealth Management35,072$1,762 12/31/2019
     ITM35,072$1,762 12/31/2019
Altavista Wealth Management Inc.34,175$1,717 12/31/2019
     ITM34,175$1,717 12/31/2019
Mattern Wealth Management LLC33,594$1,687 12/31/2019
     ITM33,594$1,687 12/31/2019
Deutsche Bank AG31,772$1,595 12/31/2019
     ITM31,772$1,595 12/31/2019
Oppenheimer & Co. Inc.30,729$1,544 12/31/2019
     ITM30,729$1,544 12/31/2019
U S Global Investors Inc.30,000$1,507 12/31/2019
     ITM30,000$1,507 12/31/2019
Dorsey & Whitney Trust CO LLC28,145$1,414 12/31/2019
     ITM28,145$1,414 12/31/2019
Lazard Asset Management LLC27,517$1,382 12/31/2019
     ITM27,517$1,382 12/31/2019
Venturi Wealth Management LLC27,342$1,373 12/31/2019
     ITM27,342$1,373 12/31/2019
Lido Advisors LLC26,792$1,346 12/31/2019
     ITM26,792$1,346 12/31/2019
Sadoff Investment Management LLC26,162$1,314 12/31/2019
     ITM26,162$1,314 12/31/2019
FFT Wealth Management LLC25,933$1,303 12/31/2019
     ITM25,933$1,303 12/31/2019
Colony Group LLC24,788$1,245 12/31/2019
     ITM24,788$1,245 12/31/2019
Commonwealth Equity Services LLC24,102$1,210 12/31/2019
     ITM24,102$1,210 12/31/2019
Kwmg LLC23,689$1,190 12/31/2019
     ITM23,689$1,190 12/31/2019
Ladenburg Thalmann Financial Services Inc.22,972$1,153 12/31/2019
     ITM22,972$1,153 12/31/2019
MML Investors Services LLC22,904$1,150 12/31/2019
     ITM22,904$1,150 12/31/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management20,601$1,035 12/31/2019
     ITM20,601$1,035 12/31/2019
Regent Peak Wealth Advisors LLC20,529$1,031 12/31/2019
     ITM20,529$1,031 12/31/2019
BlackRock Inc.20,425$1,026 12/31/2019
     ITM20,425$1,026 12/31/2019
Creative Planning19,945$1,002 12/31/2019
     ITM19,945$1,002 12/31/2019
OLD National Bancorp IN17,930$901 12/31/2019
     ITM17,930$901 12/31/2019
Steward Partners Investment Advisory LLC17,533$880 12/31/2019
     ITM17,533$880 12/31/2019
Alesco Advisors LLC17,200$864 12/31/2019
     ITM17,200$864 12/31/2019
First Trust Advisors LP15,896$798 12/31/2019
     ITM15,896$798 12/31/2019
Van ECK Associates Corp15,643$786 12/31/2019
     ITM15,643$786 12/31/2019
Cornerstone Wealth Management LLC15,328$770 12/31/2019
     ITM15,328$770 12/31/2019
Harwood Advisory Group LLC14,640$735 12/31/2019
     ITM14,640$735 12/31/2019
StrategIQ Financial Group LLC14,319$719 12/31/2019
     ITM14,319$719 12/31/2019
IFP Advisors Inc14,189$714 12/31/2019
     ITM14,189$714 12/31/2019
Fifth Third Securities Inc.13,672$689 12/31/2019
     ITM13,672$689 12/31/2019
Susquehanna International Group LLP13,662$686 12/31/2019
     ITM13,662$686 12/31/2019
Nations Financial Group Inc. IA ADV13,380$672 12/31/2019
     ITM13,380$672 12/31/2019
DAVENPORT & Co LLC13,067$656 12/31/2019
     ITM13,067$656 12/31/2019
Maven Securities LTD $656 12/31/2019
     Call45,900$3,479 12/31/2019
     Put65,000$2,823 12/31/2019
Boston Private Wealth LLC12,479$627 12/31/2019
     ITM12,479$627 12/31/2019
Integrated Advisors Network LLC12,478$627 12/31/2019
     ITM12,478$627 12/31/2019
Wealthcare Advisory Partners LLC12,481$627 12/31/2019
     ITM12,481$627 12/31/2019
CX Institutional12,146$610 12/31/2019
     ITM12,146$610 12/31/2019
Fragasso Group Inc.11,951$600 12/31/2019
     ITM11,951$600 12/31/2019
Bank of The West11,741$590 12/31/2019
     ITM11,741$590 12/31/2019
Northwest Wealth Management LLC11,707$588 12/31/2019
     ITM11,707$588 12/31/2019
US Bancorp DE11,559$581 12/31/2019
     ITM11,559$581 12/31/2019
Avantax Advisory Services Inc.11,535$579 12/31/2019
     ITM11,535$579 12/31/2019
BKD Wealth Advisors LLC11,000$553 12/31/2019
     ITM11,000$553 12/31/2019
Lee Financial Co10,500$527 12/31/2019
     ITM10,500$527 12/31/2019
Bernicke Wealth Management Ltd.10,397$522 12/31/2019
     ITM10,397$522 12/31/2019
Comerica Bank9,928$508 12/31/2019
     ITM9,928$508 12/31/2019
Confluence Investment Management LLC9,909$498 12/31/2019
     ITM9,909$498 12/31/2019
Hummer Financial Advisory Services Inc8,750$440 12/31/2019
     ITM8,750$440 12/31/2019
Parkside Financial Bank & Trust8,467$425 12/31/2019
     ITM8,467$425 12/31/2019
Laidlaw Wealth Management LLC7,971$400 12/31/2019
     ITM7,971$400 12/31/2019
Independent Advisor Alliance7,640$384 12/31/2019
     ITM7,640$384 12/31/2019
MUFG Americas Holdings Corp6,585$331 12/31/2019
     ITM6,585$331 12/31/2019
Ameritas Investment Partners Inc.6,514$327 12/31/2019
     ITM6,514$327 12/31/2019
BDO Wealth Advisors LLC6,500$326 12/31/2019
     ITM6,500$326 12/31/2019
United Capital Financial Advisers LLC6,451$324 12/31/2019
     ITM6,451$324 12/31/2019
HighTower Advisors LLC6,133$309 12/31/2019
     ITM6,133$309 12/31/2019
Krilogy Financial LLC5,821$292 12/31/2019
     ITM5,821$292 12/31/2019
Alhambra Investment Partners LLC5,655$284 12/31/2019
     ITM5,655$284 12/31/2019
Commerce Bank5,622$282 12/31/2019
     ITM5,622$282 12/31/2019
Thrivent Financial for Lutherans5,531$278 12/31/2019
     ITM5,531$278 12/31/2019
TFG Advisers LLC5,525$277 12/31/2019
     ITM5,525$277 12/31/2019
Comerica Securities Inc.5,423$273 12/31/2019
     ITM5,423$273 12/31/2019
CCG Wealth Management LLC5,351$269 12/31/2019
     ITM5,351$269 12/31/2019
FMR LLC5,254$264 12/31/2019
     ITM5,254$264 12/31/2019
Loveless Wealth Management LLC5,050$255 12/31/2019
     ITM5,050$255 12/31/2019
Evolution Wealth Advisors LLC5,020$252 12/31/2019
     ITM5,020$252 12/31/2019
Prospera Financial Services Inc4,728$237 12/31/2019
     ITM4,728$237 12/31/2019
Blair William & Co. IL4,352$219 12/31/2019
     ITM4,352$219 12/31/2019
JFS Wealth Advisors LLC4,319$217 12/31/2019
     ITM4,319$217 12/31/2019
Asset Management Corp IL ADV4,294$216 12/31/2019
     ITM4,294$216 12/31/2019
IHT Wealth Management LLC4,051$203 12/31/2019
     ITM4,051$203 12/31/2019
JSF Financial LLC4,050$203 12/31/2019
     ITM4,050$203 12/31/2019
Omnia Family Wealth LLC4,000$201 12/31/2019
     ITM4,000$201 12/31/2019
First Personal Financial Services3,923$197 12/31/2019
     ITM3,923$197 12/31/2019
Ameritas Investment Company LLC3,083$155 12/31/2019
     ITM3,083$155 12/31/2019
Carroll Financial Associates Inc.2,485$124 12/31/2019
     ITM2,485$124 12/31/2019
Benjamin F. Edwards & Company Inc.2,365$119 12/31/2019
     ITM2,365$119 12/31/2019
Macroview Investment Management LLC2,276$114 12/31/2019
     ITM2,276$114 12/31/2019
LifePlan Financial Group Inc2,221$112 12/31/2019
     ITM2,221$112 12/31/2019
Creative Financial Designs Inc. ADV1,972$99 12/31/2019
     ITM1,972$99 12/31/2019
Quantum Capital Management1,979$99 12/31/2019
     ITM1,979$99 12/31/2019
FinTrust Capital Advisors LLC1,622$81 12/31/2019
     ITM1,622$81 12/31/2019
Advisory Services Network LLC1,346$68 12/31/2019
     ITM1,346$68 12/31/2019
Private Ocean LLC1,260$64 12/31/2019
     ITM1,260$64 12/31/2019
Tsfg LLC1,231$62 12/31/2019
     ITM1,231$62 12/31/2019
Farmers & Merchants Investments Inc.1,137$57 12/31/2019
     ITM1,137$57 12/31/2019
Mycio Wealth Partners LLC1,056$53 12/31/2019
     ITM1,056$53 12/31/2019
Financial Architects Inc1,000$50 12/31/2019
     ITM1,000$50 12/31/2019
Great Diamond Partners LLC895$44 12/31/2019
     ITM895$44 12/31/2019
Delta Asset Management LLC TN822$41 12/31/2019
     ITM822$41 12/31/2019
AllSquare Wealth Management LLC785$39 12/31/2019
     ITM785$39 12/31/2019
Sugarloaf Wealth Management LLC632$32 12/31/2019
     ITM632$32 12/31/2019
Rowland Carmichael Advisors Inc. ADV530$27 12/31/2019
     ITM530$27 12/31/2019
Citigroup Inc.396$20 12/31/2019
     ITM396$20 12/31/2019
Pittenger & Anderson Inc.346$17 12/31/2019
     ITM346$17 12/31/2019
MCF Advisors LLC271$14 12/31/2019
     ITM271$14 12/31/2019
Sowell Financial Services LLC244$12 12/31/2019
     ITM244$12 12/31/2019
Bartlett & Co. LLC212$11 09/30/2019
     ITM212$11 09/30/2019
Total Clarity Wealth Management Inc.199$10 12/31/2019
     ITM199$10 12/31/2019
Northern Trust Corp10,932$5 12/31/2019
     ITM10,932$5 12/31/2019
Endurance Wealth Management Inc.65$3 12/31/2019
     ITM65$3 12/31/2019
Parallel Advisors LLC60$3 12/31/2019
     ITM60$3 12/31/2019
Front Row Advisors LLC63$3 12/31/2019
     ITM63$3 12/31/2019
Proequities Inc.0$0 12/31/2019
     ITM0$0 12/31/2019
Ancora Advisors LLC101$-3 12/31/2019
     Put101$3 12/31/2019

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

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