There is a long list of 154 institutional holders of IBMM 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 IBMM by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IBMM table below, the initial column indicates the name of each top institutional holder of IBMM, with a link to that fund's top holdings. The next columns indicate the amount of IBMM stock held by each of the institutional holders of IBMM, followed by the IBMM 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 |
---|---|---|---|
Bank of America Corp DE | 1,667,410 | $43,236 | 12/31/2023 |
IBMM | 1,667,410 | $43,236 | 12/31/2023 |
Morgan Stanley | 1,033,078 | $26,788 | 12/31/2023 |
IBMM | 1,033,078 | $26,788 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 981,957 | $25,462 | 12/31/2023 |
IBMM | 981,957 | $25,462 | 12/31/2023 |
Envestnet Asset Management Inc. | 808,642 | $20,968 | 12/31/2023 |
IBMM | 808,642 | $20,968 | 12/31/2023 |
US Bancorp DE | 697,746 | $18,093 | 12/31/2023 |
IBMM | 697,746 | $18,093 | 12/31/2023 |
Kathmere Capital Management LLC | 648,681 | $16,833 | 03/31/2024 |
IBMM | 648,681 | $16,833 | 03/31/2024 |
HighTower Advisors LLC | 635,067 | $16,465 | 12/31/2023 |
IBMM | 635,067 | $16,465 | 12/31/2023 |
UBS Group AG | 541,369 | $14,038 | 12/31/2023 |
IBMM | 541,369 | $14,038 | 12/31/2023 |
GWM Advisors LLC | 515,110 | $13,358 | 12/31/2023 |
IBMM | 515,110 | $13,358 | 12/31/2023 |
Wells Fargo & Company MN | 501,941 | $13,015 | 12/31/2023 |
IBMM | 501,941 | $13,015 | 12/31/2023 |
LPL Financial LLC | 442,427 | $11,472 | 12/31/2023 |
IBMM | 442,427 | $11,472 | 12/31/2023 |
Glenview Trust Co | 331,292 | $8,590 | 12/31/2023 |
IBMM | 331,292 | $8,590 | 12/31/2023 |
Colony Group LLC | 298,082 | $7,729 | 12/31/2023 |
IBMM | 298,082 | $7,729 | 12/31/2023 |
Covington Investment Advisors Inc. | 279,827 | $7,226 | 12/31/2023 |
IBMM | 279,827 | $7,226 | 12/31/2023 |
Stifel Financial Corp | 278,063 | $7,210 | 12/31/2023 |
IBMM | 278,063 | $7,210 | 12/31/2023 |
Truist Financial Corp | 260,575 | $6,757 | 12/31/2023 |
IBMM | 260,575 | $6,757 | 12/31/2023 |
Leavell Investment Management Inc. | 256,413 | $6,649 | 12/31/2023 |
IBMM | 256,413 | $6,649 | 12/31/2023 |
Regions Financial Corp | 240,833 | $6,245 | 12/31/2023 |
IBMM | 240,833 | $6,245 | 12/31/2023 |
Commonwealth Equity Services LLC | 231,967 | $6,015 | 12/31/2023 |
IBMM | 231,967 | $6,015 | 12/31/2023 |
Raymond James & Associates | 188,113 | $4,878 | 12/31/2023 |
IBMM | 188,113 | $4,878 | 12/31/2023 |
Praetorian Wealth Management Inc. | 185,101 | $4,803 | 03/31/2024 |
IBMM | 185,101 | $4,803 | 03/31/2024 |
Integrated Wealth Concepts LLC | 185,207 | $4,802 | 12/31/2023 |
IBMM | 185,207 | $4,802 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 174,695 | $4,530 | 12/31/2023 |
IBMM | 174,695 | $4,530 | 12/31/2023 |
Cliftonlarsonallen Wealth Advisors LLC | 174,030 | $4,513 | 12/31/2023 |
IBMM | 174,030 | $4,513 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 169,105 | $4,385 | 12/31/2023 |
IBMM | 169,105 | $4,385 | 12/31/2023 |
Cyndeo Wealth Partners LLC | 150,220 | $3,898 | 03/31/2024 |
IBMM | 150,220 | $3,898 | 03/31/2024 |
Newman Dignan & Sheerar Inc. | 148,714 | $3,856 | 12/31/2023 |
IBMM | 148,714 | $3,856 | 12/31/2023 |
Goldman Sachs Group Inc. | 139,568 | $3,619 | 12/31/2023 |
IBMM | 139,568 | $3,619 | 12/31/2023 |
New England Private Wealth Advisors LLC | 139,547 | $3,618 | 12/31/2023 |
IBMM | 139,547 | $3,618 | 12/31/2023 |
Paradiem LLC | 125,678 | $3,259 | 12/31/2023 |
IBMM | 125,678 | $3,259 | 12/31/2023 |
Jane Street Group LLC | 125,412 | $3,252 | 12/31/2023 |
IBMM | 125,412 | $3,252 | 12/31/2023 |
Sentinel Pension Advisors Inc. | 120,313 | $3,120 | 12/31/2023 |
IBMM | 120,313 | $3,120 | 12/31/2023 |
Stratos Wealth Partners LTD. | 118,924 | $3,086 | 03/31/2024 |
IBMM | 118,924 | $3,086 | 03/31/2024 |
Sound View Wealth Advisors Group LLC | 113,139 | $2,934 | 12/31/2023 |
IBMM | 113,139 | $2,934 | 12/31/2023 |
Sonata Capital Group Inc. | 107,130 | $2,778 | 12/31/2023 |
IBMM | 107,130 | $2,778 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 106,807 | $2,770 | 12/31/2023 |
IBMM | 106,807 | $2,770 | 12/31/2023 |
Stonebridge Capital Advisors LLC | 102,449 | $2,657 | 12/31/2023 |
IBMM | 102,449 | $2,657 | 12/31/2023 |
Lido Advisors LLC | 98,447 | $2,553 | 12/31/2023 |
IBMM | 98,447 | $2,553 | 12/31/2023 |
Lbmc Investment Advisors LLC | 97,824 | $2,539 | 03/31/2024 |
IBMM | 97,824 | $2,539 | 03/31/2024 |
Beacon Pointe Advisors LLC | 91,910 | $2,383 | 12/31/2023 |
IBMM | 91,910 | $2,383 | 12/31/2023 |
Royal Bank of Canada | 91,622 | $2,376 | 12/31/2023 |
IBMM | 91,622 | $2,376 | 12/31/2023 |
CENTRAL TRUST Co | 90,579 | $2,349 | 12/31/2023 |
IBMM | 90,579 | $2,349 | 12/31/2023 |
Mariner LLC | 88,155 | $2,286 | 12/31/2023 |
IBMM | 88,155 | $2,286 | 12/31/2023 |
United Capital Financial Advisers LLC | 84,695 | $2,196 | 12/31/2023 |
IBMM | 84,695 | $2,196 | 12/31/2023 |
Ameriprise Financial Inc. | 84,575 | $2,193 | 12/31/2023 |
IBMM | 84,575 | $2,193 | 12/31/2023 |
Captrust Financial Advisors | 81,392 | $2,111 | 12/31/2023 |
IBMM | 81,392 | $2,111 | 12/31/2023 |
Phillips Financial Management LLC | 71,377 | $1,851 | 12/31/2023 |
IBMM | 71,377 | $1,851 | 12/31/2023 |
Advisor Group Holdings Inc. | 69,632 | $1,806 | 12/31/2023 |
IBMM | 69,632 | $1,806 | 12/31/2023 |
Droms Strauss Advisors Inc. MO ADV | 67,391 | $1,747 | 12/31/2023 |
IBMM | 67,391 | $1,747 | 12/31/2023 |
Atwater Malick LLC | 64,418 | $1,672 | 03/31/2024 |
IBMM | 64,418 | $1,672 | 03/31/2024 |
See All: Funds Holding IBMM
See Details: Top 10 Hedge Funds Holding IBMM
Also See: IBMM Holdings Changes
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