HoldingsChannel.com
There is a long list of 64 institutional holders of IBD 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 IBD by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IBD table below, the initial column indicates the name of each top institutional holder of IBD, with a link to that fund's top holdings. The next columns indicate the amount of IBD stock held by each of the institutional holders of IBD, followed by the IBD position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Inspire Advisors LLC | 2,756,663 | $65,030 | 12/31/2023 |
| IBD | 2,756,663 | $65,030 | 12/31/2023 |
| Ambassador Advisors LLC | 1,412,298 | $33,514 | 12/31/2023 |
| IBD | 1,412,298 | $33,514 | 12/31/2023 |
| Change Path LLC | 632,842 | $14,929 | 12/31/2023 |
| IBD | 632,842 | $14,929 | 12/31/2023 |
| CWM Advisors LLC | 632,560 | $14,922 | 12/31/2023 |
| IBD | 632,560 | $14,922 | 12/31/2023 |
| PAX Financial Group LLC | 559,625 | $13,140 | 12/31/2023 |
| IBD | 559,625 | $13,140 | 12/31/2023 |
| Creative Financial Designs Inc. ADV | 455,283 | $10,740 | 12/31/2023 |
| IBD | 455,283 | $10,740 | 12/31/2023 |
| Advisor Group Holdings Inc. | 238,269 | $5,621 | 12/31/2023 |
| IBD | 238,269 | $5,621 | 12/31/2023 |
| LVZ Advisors Inc. | 174,725 | $4,103 | 03/31/2024 |
| IBD | 174,725 | $4,103 | 03/31/2024 |
| Envestnet Asset Management Inc. | 139,803 | $3,298 | 12/31/2023 |
| IBD | 139,803 | $3,298 | 12/31/2023 |
| Legacy Wealth Asset Management LLC | 128,422 | $3,015 | 03/31/2024 |
| IBD | 128,422 | $3,015 | 03/31/2024 |
| Jane Street Group LLC | 127,697 | $3,012 | 12/31/2023 |
| IBD | 127,697 | $3,012 | 12/31/2023 |
| Bare Financial Services Inc | 122,493 | $2,890 | 12/31/2023 |
| IBD | 122,493 | $2,890 | 12/31/2023 |
| WorthPointe LLC | 110,136 | $2,598 | 12/31/2023 |
| IBD | 110,136 | $2,598 | 12/31/2023 |
| LPL Financial LLC | 103,067 | $2,431 | 12/31/2023 |
| IBD | 103,067 | $2,431 | 12/31/2023 |
| SILVER OAK SECURITIES Inc | 92,673 | $2,186 | 12/31/2023 |
| IBD | 92,673 | $2,186 | 12/31/2023 |
| Keel Point LLC | 79,627 | $1,870 | 03/31/2024 |
| IBD | 79,627 | $1,870 | 03/31/2024 |
| Belpointe Asset Management LLC | 69,584 | $1,641 | 12/31/2023 |
| IBD | 69,584 | $1,641 | 12/31/2023 |
| Range Financial Group LLC | 68,766 | $1,615 | 03/31/2024 |
| IBD | 68,766 | $1,615 | 03/31/2024 |
| AlphaStar Capital Management LLC | 62,774 | $1,481 | 12/31/2023 |
| IBD | 62,774 | $1,481 | 12/31/2023 |
| Vicus Capital | 58,176 | $1,366 | 03/31/2024 |
| IBD | 58,176 | $1,366 | 03/31/2024 |
| Paradiem LLC | 57,716 | $1,355 | 03/31/2024 |
| IBD | 57,716 | $1,355 | 03/31/2024 |
| Trust Point Inc. | 53,787 | $1,263 | 03/31/2024 |
| IBD | 53,787 | $1,263 | 03/31/2024 |
| Susquehanna International Group LLP | 47,557 | $1,122 | 12/31/2023 |
| IBD | 47,557 | $1,122 | 12/31/2023 |
| Astoria Portfolio Advisors LLC. | 47,219 | $1,090 | 03/31/2024 |
| IBD | 47,219 | $1,090 | 03/31/2024 |
| Cetera Investment Advisers | 45,651 | $1,077 | 12/31/2023 |
| IBD | 45,651 | $1,077 | 12/31/2023 |
| Atria Wealth Solutions Inc. | 44,060 | $1,039 | 12/31/2023 |
| IBD | 44,060 | $1,039 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 41,842 | $982 | 03/31/2024 |
| IBD | 41,842 | $982 | 03/31/2024 |
| Sawtooth Solutions LLC | 36,525 | $862 | 12/31/2023 |
| IBD | 36,525 | $862 | 12/31/2023 |
| Commonwealth Equity Services LLC | 35,614 | $840 | 12/31/2023 |
| IBD | 35,614 | $840 | 12/31/2023 |
| Citadel Advisors LLC | 32,480 | $766 | 12/31/2023 |
| IBD | 32,480 | $766 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 27,870 | $657 | 12/31/2023 |
| IBD | 27,870 | $657 | 12/31/2023 |
| OneAscent Financial Services LLC | 24,375 | $572 | 03/31/2024 |
| IBD | 24,375 | $572 | 03/31/2024 |
| McElhenny Sheffield Capital Management LLC | 23,762 | $558 | 03/31/2024 |
| IBD | 23,762 | $558 | 03/31/2024 |
| Merit Financial Group LLC | 23,153 | $546 | 12/31/2023 |
| IBD | 23,153 | $546 | 12/31/2023 |
| LaSalle St. Investment Advisors LLC | 21,976 | $518 | 12/31/2023 |
| IBD | 21,976 | $518 | 12/31/2023 |
| Financial Advocates Investment Management | 21,719 | $512 | 12/31/2023 |
| IBD | 21,719 | $512 | 12/31/2023 |
| Avantax Advisory Services Inc. | 21,095 | $498 | 12/31/2023 |
| IBD | 21,095 | $498 | 12/31/2023 |
| Cyndeo Wealth Partners LLC | 20,369 | $478 | 03/31/2024 |
| IBD | 20,369 | $478 | 03/31/2024 |
| Hobbs Group Advisors LLC | 16,289 | $384 | 12/31/2023 |
| IBD | 16,289 | $384 | 12/31/2023 |
| MML Investors Services LLC | 15,859 | $374 | 12/31/2023 |
| IBD | 15,859 | $374 | 12/31/2023 |
| Advisory Alpha LLC | 15,248 | $360 | 12/31/2023 |
| IBD | 15,248 | $360 | 12/31/2023 |
| LifeGuide Financial Advisors LLC | 15,133 | $355 | 03/31/2024 |
| IBD | 15,133 | $355 | 03/31/2024 |
| CWM LLC | 13,066 | $307 | 03/31/2024 |
| IBD | 13,066 | $307 | 03/31/2024 |
| TrueWealth Advisors LLC | 12,498 | $295 | 12/31/2023 |
| IBD | 12,498 | $295 | 12/31/2023 |
| Strategic Blueprint LLC | 11,802 | $278 | 12/31/2023 |
| IBD | 11,802 | $278 | 12/31/2023 |
| EverSource Wealth Advisors LLC | 11,146 | $263 | 12/31/2023 |
| IBD | 11,146 | $263 | 12/31/2023 |
| StoneX Group Inc. | 10,835 | $256 | 12/31/2023 |
| IBD | 10,835 | $256 | 12/31/2023 |
| Ronald Blue Trust Inc. | 11,219 | $254 | 12/31/2023 |
| IBD | 11,219 | $254 | 12/31/2023 |
| Allen Capital Group LLC | 9,951 | $234 | 03/31/2024 |
| IBD | 9,951 | $234 | 03/31/2024 |
| Royal Bank of Canada | 9,361 | $220 | 12/31/2023 |
| IBD | 9,361 | $220 | 12/31/2023 |
See All: Funds Holding IBD
See Details: Top 10 Hedge Funds Holding IBD
Also See: IBD Holdings Changes
 Free IBD Email Alerts:
Get Dividend Alerts 
Get SEC Filing Alerts
|
|
|
