HoldingsChannel.com
| Filer | 6/30/2023 Share Count | 9/30/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IBML Share Count | ||||
| Kathmere Capital Management LLC | 10,811 | 106,685 | +95,874 | +886.82% |
| Cary Street Partners Investment Advisory LLC | 1,918 | 13,681 | +11,763 | +613.30% |
| Hills Bank & Trust Co | 11,525 | 43,494 | +31,969 | +277.39% |
| Jane Street Group LLC | 291,361 | 707,661 | +416,300 | +142.88% |
| Lido Advisors LLC | 18,723 | 32,677 | +13,954 | +74.53% |
| Atwater Malick LLC | 32,398 | 47,527 | +15,129 | +46.70% |
| Kestra Private Wealth Services LLC | 13,357 | 18,295 | +4,938 | +36.97% |
| GWM Advisors LLC | 435,858 | 543,662 | +107,804 | +24.73% |
| Janney Montgomery Scott LLC | 14,373 | 17,163 | +2,790 | +19.41% |
| Valmark Advisers Inc. | 42,513 | 48,500 | +5,987 | +14.08% |
| IHT Wealth Management LLC | 9,896 | 10,948 | +1,052 | +10.63% |
| Private Trust Co. NA | 7,100 | 7,740 | +640 | +9.01% |
| Advisor Group Holdings Inc. | 74,000 | 79,850 | +5,850 | +7.91% |
| Garden State Investment Advisory Services LLC | 34,967 | 37,557 | +2,590 | +7.41% |
| Creative Planning | 72,727 | 77,977 | +5,250 | +7.22% |
| CENTRAL TRUST Co | 85,527 | 91,047 | +5,520 | +6.45% |
| Tradition Wealth Management LLC | 9,747 | 10,358 | +611 | +6.27% |
| Covington Investment Advisors Inc. | 189,021 | 199,456 | +10,435 | +5.52% |
| Capital Investment Advisors LLC | 50,279 | 53,020 | +2,741 | +5.45% |
| PFG Private Wealth Management LLC | 35,494 | 37,297 | +1,803 | +5.08% |
| Raymond James & Associates | 202,235 | 207,626 | +5,391 | +2.67% |
| Northcape Wealth Management LLC | 12,564 | 12,846 | +282 | +2.24% |
| Belpointe Asset Management LLC | 20,833 | 21,283 | +450 | +2.16% |
| Baird Financial Group Inc. | 29,254 | 29,816 | +562 | +1.92% |
| Blue Square Asset Management LLC | 56,266 | 56,853 | +587 | +1.04% |
| MCF Advisors LLC | 4,094 | 4,115 | +21 | +0.51% |
| Kerntke Otto McGlone Wealth Management Group | 9,079 | 9,125 | +46 | +0.51% |
| Stifel Financial Corp | 44,574 | 44,788 | +214 | +0.48% |
| Sigma Planning Corp | 10,831 | 10,880 | +49 | +0.45% |
| 4J Wealth Management LLC | 9,758 | 9,797 | +39 | +0.40% |
| Lincoln National Corp | 20,058 | 20,124 | +66 | +0.33% |
| Beacon Financial Group | 13,157 | 13,200 | +43 | +0.33% |
| Exchange Capital Management Inc. | 43,786 | 43,921 | +135 | +0.31% |
| Savant Capital LLC | 45,576 | 45,624 | +48 | +0.11% |
| Cyndeo Wealth Partners LLC | 174,056 | 174,206 | +150 | +0.09% |
| Lbmc Investment Advisors LLC | 130,510 | 130,599 | +89 | +0.07% |
| Rehmann Capital Advisory Group | 12,362 | 12,367 | +5 | +0.04% |
| Eldridge Investment Advisors Inc. | 51,016 | 51,023 | +7 | +0.01% |
| 13F Filers Reporting New Positions In IBML | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Brown Brothers Harriman & Co. | 0 | 4,243 | +4,243 | +100% |
| JPMorgan Chase & Co. | 0 | 186 | +186 | +100% |
| Northern Trust Corp | 0 | 15,125 | +15,125 | +100% |
| Comerica Bank | 0 | 1,696 | +1,696 | +100% |
| Bank of Montreal Can | 0 | 48,993 | +48,993 | +100% |
| Deutsche Bank AG | 0 | 9,804 | +9,804 | +100% |
| Sheets Smith Wealth Management | 0 | 1,000 | +1,000 | +100% |
| Susquehanna International Group LLP | 0 | 69,000 | +69,000 | +100% |
| Two Sigma Securities LLC | 0 | 16,484 | +16,484 | +100% |
| Stratos Wealth Partners LTD. | 0 | 26,581 | +26,581 | +100% |
| Operose Advisors LLC | 0 | 12,228 | +12,228 | +100% |
| Granite Bay Wealth Management LLC | 0 | 58,500 | +58,500 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Fifth Third Bancorp | 887 | 887 | UNCH | 0.00% |
| Arrow Financial Corp | 10,156 | 10,156 | UNCH | 0.00% |
| Shufro Rose & Co. LLC | 7,895 | 7,895 | UNCH | 0.00% |
| Honkamp Krueger Financial Services Inc. | 44,191 | 44,191 | UNCH | 0.00% |
| Roof Eidam & Maycock ADV | 37,305 | 37,305 | UNCH | 0.00% |
| Bessemer Group Inc. | 4,980 | 4,980 | UNCH | 0.00% |
| D.A. Davidson & CO. | 10,141 | 10,141 | UNCH | 0.00% |
| Peloton Wealth Strategists | 18,200 | 18,200 | UNCH | 0.00% |
| Coldstream Capital Management Inc. | 11,138 | 11,138 | UNCH | 0.00% |
| Gould Asset Management LLC CA | 8,425 | 8,425 | UNCH | 0.00% |
| Woodmont Investment Counsel LLC | 10,000 | 10,000 | UNCH | 0.00% |
| Spinnaker Trust | 12,267 | 12,267 | UNCH | 0.00% |
| Sonata Capital Group Inc. | 119,565 | 119,565 | UNCH | 0.00% |
| Phillips Financial Management LLC | 95,447 | 95,447 | UNCH | 0.00% |
| BlackRock Inc. | 142 | 142 | UNCH | 0.00% |
| AMG National Trust Bank | 85,182 | 85,182 | UNCH | 0.00% |
| Confluence Investment Management LLC | 12,126 | 12,126 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 7,553 | 7,553 | UNCH | 0.00% |
| Asset Dedication LLC | 65,652 | 65,652 | UNCH | 0.00% |
| Allworth Financial LP | 20,993 | 20,993 | UNCH | 0.00% |
| Newman Dignan & Sheerar Inc. | 49,785 | 49,785 | UNCH | 0.00% |
| Balentine LLC | 11,900 | 11,900 | UNCH | 0.00% |
| Wealthstar Advisors LLC | 10,380 | 10,380 | UNCH | 0.00% |
| ETF Portfolio Partners Inc. | 8,003 | 8,003 | UNCH | 0.00% |
| Cetera Investment Advisers | 10,275 | 10,275 | UNCH | 0.00% |
| Horan Securities Inc. | 9,631 | 9,631 | UNCH | 0.00% |
| Parallel Advisors LLC | 6,500 | 6,500 | UNCH | 0.00% |
| Stratos Wealth Advisors LLC | 10,260 | 10,260 | UNCH | 0.00% |
| Bogart Wealth LLC | 571 | 571 | UNCH | 0.00% |
| Front Row Advisors LLC | 3,500 | 3,500 | UNCH | 0.00% |
| Tlwm | 26,720 | 26,720 | UNCH | 0.00% |
| Paradiem LLC | 45,498 | 45,498 | UNCH | 0.00% |
| Laurel Wealth Advisors LLC | 187 | 187 | UNCH | 0.00% |
| Virginia National Bank | 27,275 | 27,275 | UNCH | 0.00% |
| Princeton Global Asset Management LLC | 18,321 | 18,321 | UNCH | 0.00% |
| Sound View Wealth Advisors Group LLC | 34,608 | 34,608 | UNCH | 0.00% |
| BCS Wealth Management | 7,882 | 7,882 | UNCH | 0.00% |
| NovaPoint Capital LLC | 10,236 | 10,236 | UNCH | 0.00% |
| Source Financial Advisors LLC | 82,380 | 82,380 | UNCH | 0.00% |
| Cary Street Partners Asset Management LLC | 11,763 | 11,763 | UNCH | 0.00% |
| HB Wealth Management LLC | 7,958 | 7,958 | UNCH | 0.00% |
| Tyler Stone Wealth Management | 1,000 | 1,000 | UNCH | 0.00% |
| CI Private Wealth LLC | 27,275 | 27,275 | UNCH | 0.00% |
| Stephens Consulting LLC | 313 | 313 | UNCH | 0.00% |
| Cora Capital Advisors LLC | 16,000 | 16,000 | UNCH | 0.00% |
| ORG Partners LLC | 3,900 | 3,900 | UNCH | 0.00% |
| Farther Finance Advisors LLC | 1,312 | 1,312 | UNCH | 0.00% |
| 13F Filers Decreasing IBML Share Count | ||||
| Resonant Capital Advisors LLC | 219,399 | 23,954 | -195,445 | -89.08% |
| EP Wealth Advisors LLC | 42,855 | 15,539 | -27,316 | -63.74% |
| FMR LLC | 433 | 226 | -207 | -47.81% |
| AE Wealth Management LLC | 21,470 | 11,539 | -9,931 | -46.26% |
| W.H. Cornerstone Investments Inc. | 21,513 | 11,710 | -9,803 | -45.57% |
| Wells Fargo & Company MN | 1,072,414 | 605,707 | -466,707 | -43.52% |
| Curbstone Financial Management Corp | 41,750 | 23,750 | -18,000 | -43.11% |
| Archford Capital Strategies LLC | 24,763 | 14,189 | -10,574 | -42.70% |
| Sentinel Pension Advisors Inc. | 122,089 | 73,066 | -49,023 | -40.15% |
| Madden Advisory Services Inc. | 11,435 | 7,953 | -3,482 | -30.45% |
| CWM LLC | 37,942 | 27,781 | -10,161 | -26.78% |
| Cambridge Investment Research Advisors Inc. | 80,233 | 60,803 | -19,430 | -24.22% |
| Journey Advisory Group LLC | 21,053 | 16,053 | -5,000 | -23.75% |
| Sandy Spring Bank | 32,016 | 24,785 | -7,231 | -22.59% |
| Carr Financial Group Corp | 31,678 | 25,678 | -6,000 | -18.94% |
| Northwestern Mutual Wealth Management Co. | 245,247 | 199,180 | -46,067 | -18.78% |
| Royal Harbor Partners LLC | 45,765 | 37,725 | -8,040 | -17.57% |
| Legacy Private Trust Co. | 97,394 | 80,719 | -16,675 | -17.12% |
| Wilbanks Smith & Thomas Asset Management LLC | 13,024 | 11,053 | -1,971 | -15.13% |
| Beacon Pointe Advisors LLC | 70,768 | 60,078 | -10,690 | -15.11% |
| Cliftonlarsonallen Wealth Advisors LLC | 154,525 | 132,074 | -22,451 | -14.53% |
| Praetorian Wealth Management Inc. | 146,888 | 125,631 | -21,257 | -14.47% |
| CFS Investment Advisory Services LLC | 65,547 | 56,181 | -9,366 | -14.29% |
| Leavell Investment Management Inc. | 377,889 | 326,389 | -51,500 | -13.63% |
| Citadel Advisors LLC | 13,050 | 11,294 | -1,756 | -13.46% |
| Harbour Investments Inc. | 1,584 | 1,373 | -211 | -13.32% |
| UBS Group AG | 330,115 | 290,903 | -39,212 | -11.88% |
| Morgan Stanley | 967,626 | 854,507 | -113,119 | -11.69% |
| US Bancorp DE | 603,073 | 534,311 | -68,762 | -11.40% |
| Cetera Advisor Networks LLC | 27,086 | 24,070 | -3,016 | -11.13% |
| Royal Bank of Canada | 142,482 | 126,947 | -15,535 | -10.90% |
| Mercer Global Advisors Inc. ADV | 234,144 | 209,050 | -25,094 | -10.72% |
| Apollon Wealth Management LLC | 35,200 | 31,584 | -3,616 | -10.27% |
| Carnegie Capital Asset Management LLC | 26,800 | 24,100 | -2,700 | -10.07% |
| Private Advisor Group LLC | 38,792 | 35,030 | -3,762 | -9.70% |
| Bank of America Corp DE | 1,887,538 | 1,706,192 | -181,346 | -9.61% |
| MML Investors Services LLC | 12,627 | 11,433 | -1,194 | -9.46% |
| HighTower Advisors LLC | 518,429 | 470,354 | -48,075 | -9.27% |
| Stonebridge Capital Advisors LLC | 101,135 | 92,143 | -8,992 | -8.89% |
| Brandywine Oak Private Wealth LLC | 46,531 | 42,430 | -4,101 | -8.81% |
| Mariner LLC | 173,534 | 158,517 | -15,017 | -8.65% |
| Paradigm Strategies in Wealth Management LLC | 109,762 | 100,524 | -9,238 | -8.42% |
| Integrated Wealth Concepts LLC | 180,268 | 165,496 | -14,772 | -8.19% |
| Commonwealth Equity Services LLC | 165,352 | 153,537 | -11,815 | -7.15% |
| Raymond James Financial Services Advisors Inc. | 149,179 | 139,727 | -9,452 | -6.34% |
| Advisory Services Network LLC | 18,155 | 17,284 | -871 | -4.80% |
| IFP Advisors Inc | 35,081 | 33,518 | -1,563 | -4.46% |
| Truist Financial Corp | 229,354 | 219,354 | -10,000 | -4.36% |
| RIA Advisory Group LLC | 47,909 | 45,867 | -2,042 | -4.26% |
| Ameriprise Financial Inc. | 145,692 | 140,335 | -5,357 | -3.68% |
| Ameritas Investment Partners Inc. | 15,579 | 15,086 | -493 | -3.16% |
| First Affirmative Financial Network | 16,332 | 15,891 | -441 | -2.70% |
| Envestnet Asset Management Inc. | 194,205 | 189,651 | -4,554 | -2.34% |
| Wrapmanager Inc. | 13,667 | 13,357 | -310 | -2.27% |
| Regions Financial Corp | 287,384 | 281,556 | -5,828 | -2.03% |
| Oppenheimer Asset Management Inc. | 129,390 | 126,825 | -2,565 | -1.98% |
| LPL Financial LLC | 423,176 | 415,269 | -7,907 | -1.87% |
| Captrust Financial Advisors | 54,948 | 54,348 | -600 | -1.09% |
| United Capital Financial Advisers LLC | 126,451 | 125,303 | -1,148 | -0.91% |
| Granite Harbor Advisors Inc. | 25,074 | 24,940 | -134 | -0.53% |
| Glenview Trust Co | 348,124 | 346,514 | -1,610 | -0.46% |
| 13F Filers Exiting IBML | ||||
| Alpha Financial Partners LLC | 19,225 | 0 | -19,225 | -100.00% |
| Mill Creek Capital Advisors LLC | 98,620 | 0 | -98,620 | -100.00% |
| Waterford Advisors LLC | 99,985 | 0 | -99,985 | -100.00% |
| Atria Wealth Solutions Inc. | 24,569 | 0 | -24,569 | -100.00% |
| Forte Asset Management LLC | 35,400 | 0 | -35,400 | -100.00% |
| Revisor Wealth Management LLC | 9,170 | 0 | -9,170 | -100.00% |
| Guidance Point Advisors LLC | 14,931 | 0 | -14,931 | -100.00% |
| Global Retirement Partners LLC | 799 | 0 | -799 | -100.00% |
| Sunbelt Securities Inc. | 275 | 0 | -275 | -100.00% |
| Flow Traders U.S. LLC | 34,891 | 0 | -34,891 | -100.00% |
| Lee Financial Co | 800 | 0 | -800 | -100.00% |
| Webster Bank N. A. | 3,000 | 0 | -3,000 | -100.00% |
| Sigma Investment Counselors Inc. | 36,540 | 0 | -36,540 | -100.00% |
| Thrivent Financial for Lutherans | 32,074 | 0 | -32,074 | -100.00% |
See Summary: Institutional Holders of IBML
See Details: Top 10 Hedge Funds Holding IBML
