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IBMM Holdings Changes image
This page summarizes the IBMM holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2020 period, comparing share count change from 12/31/2019 to 3/31/2020. Share count is compared over these two periods to provide an indication of whether IBMM is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2019
 Share Count 
3/31/2020
 Share Count 
Change% Change
13F Filers Increasing IBMM Share Count
HighTower Advisors LLC 12,132 213,187 +201,055 +1657.23%
Jane Street Group LLC 76,649 416,360 +339,711 +443.20%
Susquehanna International Group LLP 16,974 58,497 +41,523 +244.63%
Vigilant Capital Management LLC 170 470 +300 +176.47%
UBS Group AG 149,547 246,720 +97,173 +64.98%
Sandy Spring Bank 14,035 21,320 +7,285 +51.91%
Valmark Advisers Inc. 7,734 9,903 +2,169 +28.04%
Peloton Wealth Strategists 26,000 33,000 +7,000 +26.92%
Brandywine Oak Private Wealth LLC 12,005 15,232 +3,227 +26.88%
Regions Financial Corp 32,921 41,548 +8,627 +26.21%
Raymond James Financial Services Advisors Inc. 109,977 137,190 +27,213 +24.74%
Mariner LLC 16,327 19,897 +3,570 +21.87%
Wilbanks Smith & Thomas Asset Management LLC 17,586 21,288 +3,702 +21.05%
Stonebridge Capital Advisors LLC 67,931 75,888 +7,957 +11.71%
Raymond James & Associates 32,371 35,961 +3,590 +11.09%
LifeSteps Financial Inc. 28,258 30,747 +2,489 +8.81%
Stifel Financial Corp 18,081 19,609 +1,528 +8.45%
Confluence Investment Management LLC 133,564 142,704 +9,140 +6.84%
Commonwealth Equity Services LLC 81,535 86,460 +4,925 +6.04%
Altium Wealth Management LLC 24,055 25,378 +1,323 +5.50%
Sentinel Pension Advisors Inc. 61,448 64,455 +3,007 +4.89%
CENTRAL TRUST Co 66,400 68,900 +2,500 +3.77%
Estate Counselors LLC 106,405 107,205 +800 +0.75%
Ausdal Financial Partners Inc. 22,106 22,186 +80 +0.36%
Executive Wealth Management LLC 24,708 24,763 +55 +0.22%
Steward Partners Investment Advisory LLC 2,612 2,617 +5 +0.19%
Benjamin F. Edwards & Company Inc. 5,223 5,230 +7 +0.13%
Ameritas Investment Partners Inc. 12,595 12,596 +1 +0.01%
13F Filers Reporting New Positions In IBMM
Proequities Inc. 0 0 UNCH 100%
Capital One Financial Corp 0 7,866 +7,866 +100%
Citadel Advisors LLC 0 96,879 +96,879 +100%
Benjamin Edwards Inc. 0 155 +155 +100%
Captrust Financial Advisors 0 2,792 +2,792 +100%
Private Advisor Group LLC 0 19,649 +19,649 +100%
Wealthstar Advisors LLC 0 7,645 +7,645 +100%
Klingman & Associates LLC 0 9,710 +9,710 +100%
Advisor Group Holdings Inc. 0 8,436 +8,436 +100%
Front Row Advisors LLC 0 2,000 +2,000 +100%
Beacon Pointe Advisors LLC 0 8,311 +8,311 +100%
Coastal Capital Group Inc. 0 100 +100 +100%
Orion Portfolio Solutions LLC 0 5,974 +5,974 +100%
Procyon Private Wealth Partners LLC 0 326 +326 +100%
13F Filers With Unchanged Share Count
Leavell Investment Management Inc. 10,200 10,200 UNCH 0.00%
Ameritas Investment Company LLC 2,020 2,020 UNCH 0.00%
Northern Oak Wealth Management Inc. 2,080 2,080 UNCH 0.00%
BlackRock Inc. 135 135 UNCH 0.00%
AMG National Trust Bank 42,050 42,050 UNCH 0.00%
Capital Directions Investment Advisors LLC 28,596 28,596 UNCH 0.00%
Advisory Services Network LLC 1,905 1,905 UNCH 0.00%
FinTrust Capital Advisors LLC 6,213 6,213 UNCH 0.00%
BCS Wealth Management 14,351 14,351 UNCH 0.00%
13F Filers Decreasing IBMM Share Count
Northwestern Mutual Wealth Management Co. 38,777 9,178 -29,599 -76.33%
Weaver Consulting Group 2,500 1,220 -1,280 -51.20%
AdvisorNet Financial Inc 600 350 -250 -41.67%
Wrapmanager Inc. 20,077 15,117 -4,960 -24.70%
Bank of America Corp DE 380,754 293,771 -86,983 -22.84%
Asset Dedication LLC 14,840 11,656 -3,184 -21.46%
Wells Fargo & Company MN 241,992 201,036 -40,956 -16.92%
Envestnet Asset Management Inc. 9,244 7,832 -1,412 -15.27%
Signature Estate & Investment Advisors LLC 163,532 143,672 -19,860 -12.14%
Cambridge Investment Research Advisors Inc. 20,901 19,865 -1,036 -4.96%
Mercer Global Advisors Inc. ADV 178,474 169,822 -8,652 -4.85%
Roof Eidam & Maycock ADV 42,700 40,750 -1,950 -4.57%
Royal Bank of Canada 39,387 38,554 -833 -2.11%
Covington Investment Advisors Inc. 36,333 35,953 -380 -1.05%
Paulson Wealth Management Inc. 26,192 25,969 -223 -0.85%
Morgan Stanley 162,327 161,873 -454 -0.28%
13F Filers Exiting IBMM
Bay Colony Advisory Group Inc d b a Bay Colony Advisors 10,720 0 -10,720 -100.00%
Managed Account Services Inc. 9,365 0 -9,365 -100.00%
ETF Portfolio Partners Inc. 7,570 0 -7,570 -100.00%
Sunbelt Securities Inc. 557 0 -557 -100.00%
Flow Traders U.S. LLC 38,358 0 -38,358 -100.00%
Sigma Investment Counselors Inc. 7,895 0 -7,895 -100.00%
Lincoln National Corp 8,687 0 -8,687 -100.00%

See Summary: Institutional Holders of IBMM
See Details: Top 10 Hedge Funds Holding IBMM

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