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Institutional Holders of IBMP

There is a long list of 113 institutional holders of IBMP 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 IBMP by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IBMP table below, the initial column indicates the name of each top institutional holder of IBMP, with a link to that fund's top holdings. The next columns indicate the amount of IBMP stock held by each of the institutional holders of IBMP, followed by the IBMP 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 DE1,285,516$32,671 12/31/2023
     IBMP1,285,516$32,671 12/31/2023
Mercer Global Advisors Inc. ADV858,717$21,824 12/31/2023
     IBMP858,717$21,824 12/31/2023
Envestnet Asset Management Inc.792,297$20,136 12/31/2023
     IBMP792,297$20,136 12/31/2023
US Bancorp DE781,446$19,860 12/31/2023
     IBMP781,446$19,860 12/31/2023
HighTower Advisors LLC710,886$18,065 12/31/2023
     IBMP710,886$18,065 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC694,373$17,647 12/31/2023
     IBMP694,373$17,647 12/31/2023
Wells Fargo & Company MN677,081$17,208 12/31/2023
     IBMP677,081$17,208 12/31/2023
Kathmere Capital Management LLC668,607$16,829 03/31/2024
     IBMP668,607$16,829 03/31/2024
Heartwood Wealth Advisors LLC663,399$16,698 03/31/2024
     IBMP663,399$16,698 03/31/2024
Morgan Stanley462,224$11,747 12/31/2023
     IBMP462,224$11,747 12/31/2023
Hengehold Capital Management LLC403,583$10,158 03/31/2024
     IBMP403,583$10,158 03/31/2024
GWM Advisors LLC360,361$9,147 12/31/2023
     IBMP360,361$9,147 12/31/2023
UBS Group AG351,797$8,941 12/31/2023
     IBMP351,797$8,941 12/31/2023
Raymond James Financial Services Advisors Inc.348,973$8,784 03/31/2024
     IBMP348,973$8,784 03/31/2024
Hills Bank & Trust Co291,068$7,397 12/31/2023
     IBMP291,068$7,397 12/31/2023
Praetorian Wealth Management Inc.253,991$6,393 03/31/2024
     IBMP253,991$6,393 03/31/2024
Crumly & Associates Inc.240,269$6,048 03/31/2024
     IBMP240,269$6,048 03/31/2024
Goldman Sachs Group Inc.199,543$5,071 12/31/2023
     IBMP199,543$5,071 12/31/2023
LPL Financial LLC162,514$4,130 12/31/2023
     IBMP162,514$4,130 12/31/2023
Paradiem LLC160,410$4,038 03/31/2024
     IBMP160,410$4,038 03/31/2024
Lbmc Investment Advisors LLC157,191$3,956 03/31/2024
     IBMP157,191$3,956 03/31/2024
Gateway Advisory LLC134,652$3,422 12/31/2023
     IBMP134,652$3,422 12/31/2023
Spire Wealth Management129,622$3,263 03/31/2024
     IBMP129,622$3,263 03/31/2024
Quantum Financial Advisors LLC122,049$3,072 03/31/2024
     IBMP122,049$3,072 03/31/2024
Northwestern Mutual Wealth Management Co.120,693$3,067 12/31/2023
     IBMP120,693$3,067 12/31/2023
Cyndeo Wealth Partners LLC110,952$2,793 03/31/2024
     IBMP110,952$2,793 03/31/2024
Sound View Wealth Advisors Group LLC109,875$2,792 12/31/2023
     IBMP109,875$2,792 12/31/2023
United Capital Financial Advisers LLC108,923$2,768 12/31/2023
     IBMP108,923$2,768 12/31/2023
Steward Partners Investment Advisory LLC102,406$2,603 12/31/2023
     IBMP102,406$2,603 12/31/2023
CENTRAL TRUST Co96,698$2,434 03/31/2024
     IBMP96,698$2,434 03/31/2024
Royal Bank of Canada89,857$2,284 12/31/2023
     IBMP89,857$2,284 12/31/2023
Newman Dignan & Sheerar Inc.65,297$1,644 03/31/2024
     IBMP65,297$1,644 03/31/2024
Raymond James & Associates65,104$1,639 03/31/2024
     IBMP65,104$1,639 03/31/2024
Envision Financial Planning LLC64,650$1,627 03/31/2024
     IBMP64,650$1,627 03/31/2024
Klingman & Associates LLC58,633$1,476 03/31/2024
     IBMP58,633$1,476 03/31/2024
Cliftonlarsonallen Wealth Advisors LLC55,932$1,408 03/31/2024
     IBMP55,932$1,408 03/31/2024
Commonwealth Equity Services LLC54,865$1,381 03/31/2024
     IBMP54,865$1,381 03/31/2024
Integrated Wealth Concepts LLC53,607$1,362 12/31/2023
     IBMP53,607$1,362 12/31/2023
Droms Strauss Advisors Inc. MO ADV52,364$1,331 12/31/2023
     IBMP52,364$1,331 12/31/2023
Blue Square Asset Management LLC51,718$1,314 12/31/2023
     IBMP51,718$1,314 12/31/2023
Signature Wealth Management Group50,317$1,257 03/31/2024
     IBMP50,317$1,257 03/31/2024
Woodmont Investment Counsel LLC49,784$1,253 03/31/2024
     IBMP49,784$1,253 03/31/2024
Atwater Malick LLC47,844$1,204 03/31/2024
     IBMP47,844$1,204 03/31/2024
Sentinel Pension Advisors Inc.46,460$1,181 12/31/2023
     IBMP46,460$1,181 12/31/2023
CFS Investment Advisory Services LLC45,632$1,160 12/31/2023
     IBMP45,632$1,160 12/31/2023
Phillips Financial Management LLC44,996$1,133 03/31/2024
     IBMP44,996$1,133 03/31/2024
Personal Resources Investment & Strategic Management Inc.44,715$1,125 03/31/2024
     IBMP44,715$1,125 03/31/2024
Lincoln National Corp43,037$1,083 03/31/2024
     IBMP43,037$1,083 03/31/2024
Sandy Spring Bank38,745$985 12/31/2023
     IBMP38,745$985 12/31/2023
Regions Financial Corp38,209$962 03/31/2024
     IBMP38,209$962 03/31/2024

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

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