HoldingsChannel.com
Institutional Holders of IBTL
HolderAmountPosition Size
($ in 1000's)		 As of
Wells Fargo & Company MN1,673,490$33,738 03/31/2024
     IBTL1,673,490$33,738 03/31/2024
Krilogy Financial LLC533,923$10,764 03/31/2024
     IBTL533,923$10,764 03/31/2024
Snowden Capital Advisors LLC285,621$5,865 12/31/2023
     IBTL285,621$5,865 12/31/2023
Equitable Holdings Inc.265,807$5,458 12/31/2023
     IBTL265,807$5,458 12/31/2023
Morgan Stanley263,459$5,410 12/31/2023
     IBTL263,459$5,410 12/31/2023
UBS Group AG248,178$5,003 03/31/2024
     IBTL248,178$5,003 03/31/2024
Bank of America Corp DE180,299$3,702 12/31/2023
     IBTL180,299$3,702 12/31/2023
Fagan Associates Inc.159,475$3,215 03/31/2024
     IBTL159,475$3,215 03/31/2024
LPL Financial LLC134,524$2,712 03/31/2024
     IBTL134,524$2,712 03/31/2024
Accretive Wealth Partners LLC114,298$2,256 03/31/2024
     IBTL114,298$2,256 03/31/2024
HighTower Advisors LLC104,771$2,109 03/31/2024
     IBTL104,771$2,109 03/31/2024
Country Club Bank GFN99,779$2,012 03/31/2024
     IBTL99,779$2,012 03/31/2024
Northwestern Mutual Wealth Management Co.96,590$1,983 12/31/2023
     IBTL96,590$1,983 12/31/2023
GWM Advisors LLC97,290$1,961 03/31/2024
     IBTL97,290$1,961 03/31/2024
Probity Advisors Inc.85,603$1,726 03/31/2024
     IBTL85,603$1,726 03/31/2024
Royal Bank of Canada81,133$1,666 12/31/2023
     IBTL81,133$1,666 12/31/2023
Stifel Financial Corp70,987$1,431 03/31/2024
     IBTL70,987$1,431 03/31/2024
Flow Traders U.S. LLC59,680$1,226 12/31/2023
     IBTL59,680$1,226 12/31/2023
Yoder Wealth Management Inc.59,990$1,209 03/31/2024
     IBTL59,990$1,209 03/31/2024
Ameriprise Financial Inc.42,757$878 12/31/2023
     IBTL42,757$878 12/31/2023
Jane Street Group LLC42,651$876 12/31/2023
     IBTL42,651$876 12/31/2023
Atlantic Private Wealth LLC42,941$866 03/31/2024
     IBTL42,941$866 03/31/2024
Kestra Advisory Services LLC35,877$737 12/31/2023
     IBTL35,877$737 12/31/2023
Goldman Sachs Group Inc.33,550$689 12/31/2023
     IBTL33,550$689 12/31/2023
Envestnet Asset Management Inc.33,431$674 03/31/2024
     IBTL33,431$674 03/31/2024
Citadel Advisors LLC31,179$640 12/31/2023
     IBTL31,179$640 12/31/2023
Compass Ion Advisors LLC26,181$528 03/31/2024
     IBTL26,181$528 03/31/2024
Lincoln National Corp24,646$497 03/31/2024
     IBTL24,646$497 03/31/2024
Commonwealth Equity Services LLC23,512$474 03/31/2024
     IBTL23,512$474 03/31/2024
Integrated Wealth Concepts LLC20,608$423 12/31/2023
     IBTL20,608$423 12/31/2023
Mendota Financial Group LLC20,141$406 03/31/2024
     IBTL20,141$406 03/31/2024
Benjamin F. Edwards & Company Inc.19,001$383 03/31/2024
     IBTL19,001$383 03/31/2024
Cetera Investment Advisers18,553$381 12/31/2023
     IBTL18,553$381 12/31/2023
Stratos Wealth Partners LTD.16,998$343 03/31/2024
     IBTL16,998$343 03/31/2024
Financial Engines Advisors L.L.C.16,348$330 03/31/2024
     IBTL16,348$330 03/31/2024
Thoroughbred Financial Services LLC12,272$247 03/31/2024
     IBTL12,272$247 03/31/2024
WASHINGTON TRUST Co7,500$151 03/31/2024
     IBTL7,500$151 03/31/2024
Comerica Bank6,476$133 12/31/2023
     IBTL6,476$133 12/31/2023
FinTrust Capital Advisors LLC5,428$109 03/31/2024
     IBTL5,428$109 03/31/2024
Capital Analysts LLC2,264$46 12/31/2023
     IBTL2,264$46 12/31/2023
Benjamin Edwards Inc.2,185$44 03/31/2024
     IBTL2,185$44 03/31/2024
Advisor Group Holdings Inc.1,791$36 03/31/2024
     IBTL1,791$36 03/31/2024
Private Trust Co. NA1,280$26 03/31/2024
     IBTL1,280$26 03/31/2024
Allworth Financial LP1,017$21 03/31/2024
     IBTL1,017$21 03/31/2024
CWM LLC951$19 03/31/2024
     IBTL951$19 03/31/2024
Cherry Tree Wealth Management LLC852$17 03/31/2024
     IBTL852$17 03/31/2024
Parkside Financial Bank & Trust696$14 03/31/2024
     IBTL696$14 03/31/2024
CENTRAL TRUST Co350$7 03/31/2024
     IBTL350$7 03/31/2024
The PNC Financial Services Group Inc.30$1 03/31/2024
     IBTL30$1 03/31/2024

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

IBTL — Current Quote
Quotes delayed 20 minutes

Email EnvelopeFree IBTL Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

IBTL — Performance

Institutional Holders of IBTL | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.