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Institutional Holders of IAT

There is a long list of 170 institutional holders of IAT within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of IAT by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IAT table below, the initial column indicates the name of each top institutional holder of IAT, with a link to that fund's top holdings. The next columns indicate the amount of IAT stock held by each of the institutional holders of IAT, followed by the IAT position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley649,972$27,195 12/31/2023
     IAT649,972$27,195 12/31/2023
Bank of America Corp DE604,724$25,302 12/31/2023
     IAT604,724$25,302 12/31/2023
Royal Bank of Canada395,816$16,561 12/31/2023
     IAT395,816$16,561 12/31/2023
Northwestern Mutual Wealth Management Co.388,985$16,275 12/31/2023
     IAT388,985$16,275 12/31/2023
US Bancorp DE382,388$15,999 12/31/2023
     IAT382,388$15,999 12/31/2023
Wells Fargo & Company MN343,389$14,367 12/31/2023
     IAT343,389$14,367 12/31/2023
Truist Financial Corp298,938$12,508 12/31/2023
     IAT298,938$12,508 12/31/2023
LPL Financial LLC255,059$10,672 12/31/2023
     IAT255,059$10,672 12/31/2023
JPMorgan Chase & Co.231,569$9,689 12/31/2023
     IAT231,569$9,689 12/31/2023
Envestnet Asset Management Inc.198,709$8,314 12/31/2023
     IAT198,709$8,314 12/31/2023
Raymond James Financial Services Advisors Inc.187,846$8,149 03/31/2024
     IAT187,846$8,149 03/31/2024
Ameriprise Financial Inc.182,877$7,637 12/31/2023
     IAT182,877$7,637 12/31/2023
BNP Paribas Arbitrage SA149,022$6,235 12/31/2023
     IAT149,022$6,235 12/31/2023
Commonwealth Equity Services LLC121,600$5,275 03/31/2024
     IAT121,600$5,275 03/31/2024
Goldman Sachs Group Inc.111,718$4,674 12/31/2023
     IAT111,718$4,674 12/31/2023
Abundance Wealth Counselors99,312$4,308 03/31/2024
     IAT99,312$4,308 03/31/2024
UBS Group AG87,697$3,669 12/31/2023
     IAT87,697$3,669 12/31/2023
Crestwood Advisors Group LLC82,819$3,465 12/31/2023
     IAT82,819$3,465 12/31/2023
Advisor Group Holdings Inc.71,855$3,005 12/31/2023
     IAT71,855$3,005 12/31/2023
Susquehanna International Group LLP $2,893 12/31/2023
     Call63,000$2,636 12/31/2023
     IAT35,042$1,466 12/31/2023
     Put28,900$1,209 12/31/2023
CX Institutional62,862$2,727 03/31/2024
     IAT62,862$2,727 03/31/2024
Steward Partners Investment Advisory LLC65,108$2,724 12/31/2023
     IAT65,108$2,724 12/31/2023
Martin & Co. Inc. TN65,033$2,721 12/31/2023
     IAT65,033$2,721 12/31/2023
Money Concepts Capital Corp51,037$2,135 12/31/2023
     IAT51,037$2,135 12/31/2023
Edge Capital Group LLC50,430$2,110 12/31/2023
     IAT50,430$2,110 12/31/2023
KCM Investment Advisors LLC47,454$1,985 12/31/2023
     IAT47,454$1,985 12/31/2023
Stephens Inc. AR46,399$1,941 12/31/2023
     IAT46,399$1,941 12/31/2023
Cambridge Investment Research Advisors Inc.41,983$1,821 03/31/2024
     IAT41,983$1,821 03/31/2024
Aveo Capital Partners LLC42,193$1,765 12/31/2023
     IAT42,193$1,765 12/31/2023
National Asset Management Inc.40,292$1,686 12/31/2023
     IAT40,292$1,686 12/31/2023
Wealth Enhancement Advisory Services LLC38,547$1,672 03/31/2024
     IAT38,547$1,672 03/31/2024
Carret Asset Management LLC38,085$1,652 03/31/2024
     IAT38,085$1,652 03/31/2024
Raymond James & Associates32,968$1,430 03/31/2024
     IAT32,968$1,430 03/31/2024
Family Firm Inc.33,048$1,383 12/31/2023
     IAT33,048$1,383 12/31/2023
Baird Financial Group Inc.31,171$1,304 12/31/2023
     IAT31,171$1,304 12/31/2023
Kingsview Wealth Management LLC31,166$1,304 12/31/2023
     IAT31,166$1,304 12/31/2023
MidWestOne Financial Group Inc.30,038$1,257 12/31/2023
     IAT30,038$1,257 12/31/2023
Dentgroup LLC27,168$1,179 03/31/2024
     IAT27,168$1,179 03/31/2024
Creative Planning24,855$1,040 12/31/2023
     IAT24,855$1,040 12/31/2023
Atria Wealth Solutions Inc.23,472$982 12/31/2023
     IAT23,472$982 12/31/2023
Janney Montgomery Scott LLC22,937$960 12/31/2023
     IAT22,937$960 12/31/2023
Citadel Advisors LLC $918 12/31/2023
     IAT51,333$2,148 12/31/2023
     Put45,300$1,895 12/31/2023
     Call15,900$665 12/31/2023
Colony Group LLC21,423$896 12/31/2023
     IAT21,423$896 12/31/2023
Augustine Asset Management Inc.20,000$868 03/31/2024
     IAT20,000$868 03/31/2024
Dakota Wealth Management18,484$802 03/31/2024
     IAT18,484$802 03/31/2024
Sweet Financial Partners LLC16,315$708 03/31/2024
     IAT16,315$708 03/31/2024
Cetera Advisors LLC16,929$708 12/31/2023
     IAT16,929$708 12/31/2023
HighTower Advisors LLC16,209$678 12/31/2023
     IAT16,209$678 12/31/2023
Rockefeller Capital Management L.P.15,951$667 12/31/2023
     IAT15,951$667 12/31/2023
Transcend Wealth Collective LLC14,604$611 12/31/2023
     IAT14,604$611 12/31/2023

See All: Funds Holding IAT
See Details: Top 10 Hedge Funds Holding IAT
Also See: IAT Holdings Changes

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