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Institutional Holders of IBMM

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE1,667,410$43,236 12/31/2023
     IBMM1,667,410$43,236 12/31/2023
Morgan Stanley1,033,078$26,788 12/31/2023
     IBMM1,033,078$26,788 12/31/2023
Mercer Global Advisors Inc. ADV981,957$25,462 12/31/2023
     IBMM981,957$25,462 12/31/2023
Envestnet Asset Management Inc.808,642$20,968 12/31/2023
     IBMM808,642$20,968 12/31/2023
US Bancorp DE697,746$18,093 12/31/2023
     IBMM697,746$18,093 12/31/2023
Kathmere Capital Management LLC648,681$16,833 03/31/2024
     IBMM648,681$16,833 03/31/2024
HighTower Advisors LLC635,067$16,465 12/31/2023
     IBMM635,067$16,465 12/31/2023
UBS Group AG541,369$14,038 12/31/2023
     IBMM541,369$14,038 12/31/2023
GWM Advisors LLC515,110$13,358 12/31/2023
     IBMM515,110$13,358 12/31/2023
Wells Fargo & Company MN501,941$13,015 12/31/2023
     IBMM501,941$13,015 12/31/2023
LPL Financial LLC442,427$11,472 12/31/2023
     IBMM442,427$11,472 12/31/2023
Glenview Trust Co331,292$8,590 12/31/2023
     IBMM331,292$8,590 12/31/2023
Colony Group LLC298,082$7,729 12/31/2023
     IBMM298,082$7,729 12/31/2023
Covington Investment Advisors Inc.279,827$7,226 12/31/2023
     IBMM279,827$7,226 12/31/2023
Stifel Financial Corp278,063$7,210 12/31/2023
     IBMM278,063$7,210 12/31/2023
Truist Financial Corp260,575$6,757 12/31/2023
     IBMM260,575$6,757 12/31/2023
Leavell Investment Management Inc.256,413$6,649 12/31/2023
     IBMM256,413$6,649 12/31/2023
Regions Financial Corp240,833$6,245 12/31/2023
     IBMM240,833$6,245 12/31/2023
Commonwealth Equity Services LLC231,967$6,015 12/31/2023
     IBMM231,967$6,015 12/31/2023
Raymond James & Associates188,113$4,878 12/31/2023
     IBMM188,113$4,878 12/31/2023
Praetorian Wealth Management Inc.185,101$4,803 03/31/2024
     IBMM185,101$4,803 03/31/2024
Integrated Wealth Concepts LLC185,207$4,802 12/31/2023
     IBMM185,207$4,802 12/31/2023
Raymond James Financial Services Advisors Inc.174,695$4,530 12/31/2023
     IBMM174,695$4,530 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC174,030$4,513 12/31/2023
     IBMM174,030$4,513 12/31/2023
Northwestern Mutual Wealth Management Co.169,105$4,385 12/31/2023
     IBMM169,105$4,385 12/31/2023
Cyndeo Wealth Partners LLC150,220$3,898 03/31/2024
     IBMM150,220$3,898 03/31/2024
Newman Dignan & Sheerar Inc.148,714$3,856 12/31/2023
     IBMM148,714$3,856 12/31/2023
Goldman Sachs Group Inc.139,568$3,619 12/31/2023
     IBMM139,568$3,619 12/31/2023
New England Private Wealth Advisors LLC139,547$3,618 12/31/2023
     IBMM139,547$3,618 12/31/2023
Paradiem LLC125,678$3,259 12/31/2023
     IBMM125,678$3,259 12/31/2023
Jane Street Group LLC125,412$3,252 12/31/2023
     IBMM125,412$3,252 12/31/2023
Sentinel Pension Advisors Inc.120,313$3,120 12/31/2023
     IBMM120,313$3,120 12/31/2023
Stratos Wealth Partners LTD.118,924$3,086 03/31/2024
     IBMM118,924$3,086 03/31/2024
Sound View Wealth Advisors Group LLC113,139$2,934 12/31/2023
     IBMM113,139$2,934 12/31/2023
Sonata Capital Group Inc.107,130$2,778 12/31/2023
     IBMM107,130$2,778 12/31/2023
Benjamin F. Edwards & Company Inc.106,807$2,770 12/31/2023
     IBMM106,807$2,770 12/31/2023
Stonebridge Capital Advisors LLC102,449$2,657 12/31/2023
     IBMM102,449$2,657 12/31/2023
Lido Advisors LLC98,447$2,553 12/31/2023
     IBMM98,447$2,553 12/31/2023
Lbmc Investment Advisors LLC97,824$2,539 03/31/2024
     IBMM97,824$2,539 03/31/2024
Beacon Pointe Advisors LLC91,910$2,383 12/31/2023
     IBMM91,910$2,383 12/31/2023
Royal Bank of Canada91,622$2,376 12/31/2023
     IBMM91,622$2,376 12/31/2023
CENTRAL TRUST Co90,579$2,349 12/31/2023
     IBMM90,579$2,349 12/31/2023
Mariner LLC88,155$2,286 12/31/2023
     IBMM88,155$2,286 12/31/2023
United Capital Financial Advisers LLC84,695$2,196 12/31/2023
     IBMM84,695$2,196 12/31/2023
Ameriprise Financial Inc.84,575$2,193 12/31/2023
     IBMM84,575$2,193 12/31/2023
Captrust Financial Advisors81,392$2,111 12/31/2023
     IBMM81,392$2,111 12/31/2023
Phillips Financial Management LLC71,377$1,851 12/31/2023
     IBMM71,377$1,851 12/31/2023
Advisor Group Holdings Inc.69,632$1,806 12/31/2023
     IBMM69,632$1,806 12/31/2023
Droms Strauss Advisors Inc. MO ADV67,391$1,747 12/31/2023
     IBMM67,391$1,747 12/31/2023
Atwater Malick LLC64,418$1,672 03/31/2024
     IBMM64,418$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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