HoldingsChannel.com
There is a long list of 54 institutional holders of IFGL 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 IFGL by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IFGL table below, the initial column indicates the name of each top institutional holder of IFGL, with a link to that fund's top holdings. The next columns indicate the amount of IFGL stock held by each of the institutional holders of IFGL, followed by the IFGL 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 |
|---|---|---|---|
 Halbert Hargrove Global Advisors LLC | 342,651 | $7,292 | 03/31/2024 |
| IFGL | 342,651 | $7,292 | 03/31/2024 |
| Creative Planning | 308,951 | $6,723 | 12/31/2023 |
| IFGL | 308,951 | $6,723 | 12/31/2023 |
| Jane Street Group LLC | 282,490 | $6,147 | 12/31/2023 |
| IFGL | 282,490 | $6,147 | 12/31/2023 |
| Bank of America Corp DE | 197,692 | $4,302 | 12/31/2023 |
| IFGL | 197,692 | $4,302 | 12/31/2023 |
| Wells Fargo & Company MN | 181,811 | $3,956 | 12/31/2023 |
| IFGL | 181,811 | $3,956 | 12/31/2023 |
| Courier Capital LLC | 146,749 | $3,123 | 03/31/2024 |
| IFGL | 146,749 | $3,123 | 03/31/2024 |
| Morgan Stanley | 119,036 | $2,590 | 12/31/2023 |
| IFGL | 119,036 | $2,590 | 12/31/2023 |
| Running Point Capital Advisors LLC | 118,329 | $2,575 | 12/31/2023 |
| IFGL | 118,329 | $2,575 | 12/31/2023 |
| Family Firm Inc. | 99,558 | $2,166 | 12/31/2023 |
| IFGL | 99,558 | $2,166 | 12/31/2023 |
| Cerity Partners LLC | 73,315 | $1,595 | 12/31/2023 |
| IFGL | 73,315 | $1,595 | 12/31/2023 |
| AWM Capital LLC | 71,499 | $1,521 | 03/31/2024 |
| IFGL | 71,499 | $1,521 | 03/31/2024 |
| Raymond James Financial Services Advisors Inc. | 48,431 | $1,031 | 03/31/2024 |
| IFGL | 48,431 | $1,031 | 03/31/2024 |
| River & Mercantile LLC | 47,231 | $1,028 | 12/31/2023 |
| IFGL | 47,231 | $1,028 | 12/31/2023 |
| Invesco Ltd. | 39,936 | $869 | 12/31/2023 |
| IFGL | 39,936 | $869 | 12/31/2023 |
| LPL Financial LLC | 39,569 | $861 | 12/31/2023 |
| IFGL | 39,569 | $861 | 12/31/2023 |
| Ameriprise Financial Inc. | 36,655 | $846 | 12/31/2023 |
| IFGL | 36,655 | $846 | 12/31/2023 |
| Envestnet Asset Management Inc. | 38,193 | $831 | 12/31/2023 |
| IFGL | 38,193 | $831 | 12/31/2023 |
| Lido Advisors LLC | 36,698 | $799 | 12/31/2023 |
| IFGL | 36,698 | $799 | 12/31/2023 |
| Maryland Capital Advisors Inc. | 37,393 | $796 | 03/31/2024 |
| IFGL | 37,393 | $796 | 03/31/2024 |
| Mercer Global Advisors Inc. ADV | 35,112 | $764 | 12/31/2023 |
| IFGL | 35,112 | $764 | 12/31/2023 |
| Susquehanna International Group LLP | 32,597 | $709 | 12/31/2023 |
| IFGL | 32,597 | $709 | 12/31/2023 |
| Bank of New York Mellon Corp | 24,550 | $522 | 03/31/2024 |
| IFGL | 24,550 | $522 | 03/31/2024 |
| Beacon Pointe Advisors LLC | 23,815 | $518 | 12/31/2023 |
| IFGL | 23,815 | $518 | 12/31/2023 |
| Farther Finance Advisors LLC | 22,589 | $492 | 12/31/2023 |
| IFGL | 22,589 | $492 | 12/31/2023 |
| UBS Group AG | 17,601 | $383 | 12/31/2023 |
| IFGL | 17,601 | $383 | 12/31/2023 |
| Sentinel Trust Co. LBA | 17,167 | $374 | 12/31/2023 |
| IFGL | 17,167 | $374 | 12/31/2023 |
| Financial Alternatives Inc | 16,429 | $358 | 12/31/2023 |
| IFGL | 16,429 | $358 | 12/31/2023 |
| Citadel Advisors LLC | 13,310 | $290 | 12/31/2023 |
| IFGL | 13,310 | $290 | 12/31/2023 |
| Prosperity Planning Inc. | 13,487 | $287 | 03/31/2024 |
| IFGL | 13,487 | $287 | 03/31/2024 |
| Upper Left Wealth Management LLC | 13,062 | $278 | 03/31/2024 |
| IFGL | 13,062 | $278 | 03/31/2024 |
| Moss Adams Wealth Advisors LLC | 12,657 | $275 | 12/31/2023 |
| IFGL | 12,657 | $275 | 12/31/2023 |
| Visionary Horizons LLC | 12,680 | $258 | 03/31/2024 |
| IFGL | 12,680 | $258 | 03/31/2024 |
| JPMorgan Chase & Co. | 11,843 | $258 | 12/31/2023 |
| IFGL | 11,843 | $258 | 12/31/2023 |
| Comerica Bank | 7,652 | $167 | 12/31/2023 |
| IFGL | 7,652 | $167 | 12/31/2023 |
| Advisor Group Holdings Inc. | 6,794 | $148 | 12/31/2023 |
| IFGL | 6,794 | $148 | 12/31/2023 |
| Parkside Financial Bank & Trust | 6,007 | $131 | 12/31/2023 |
| IFGL | 6,007 | $131 | 12/31/2023 |
| BlackRock Inc. | 4,209 | $92 | 12/31/2023 |
| IFGL | 4,209 | $92 | 12/31/2023 |
| Royal Bank of Canada | 4,070 | $89 | 12/31/2023 |
| IFGL | 4,070 | $89 | 12/31/2023 |
| Private Wealth Management Group LLC | 3,417 | $74 | 12/31/2023 |
| IFGL | 3,417 | $74 | 12/31/2023 |
| Bank of Montreal Can | 2,755 | $60 | 12/31/2023 |
| IFGL | 2,755 | $60 | 12/31/2023 |
| Stone House Investment Management LLC | 2,632 | $57 | 12/31/2023 |
| IFGL | 2,632 | $57 | 12/31/2023 |
| FMR LLC | 2,334 | $51 | 12/31/2023 |
| IFGL | 2,334 | $51 | 12/31/2023 |
| Life Planning Partners Inc | 1,797 | $39 | 12/31/2023 |
| IFGL | 1,797 | $39 | 12/31/2023 |
| Blair William & Co. IL | 1,600 | $35 | 12/31/2023 |
| IFGL | 1,600 | $35 | 12/31/2023 |
| IFP Advisors Inc | 1,009 | $22 | 12/31/2023 |
| IFGL | 1,009 | $22 | 12/31/2023 |
| Principal Securities Inc. | 484 | $11 | 12/31/2023 |
| IFGL | 484 | $11 | 12/31/2023 |
| Qube Research & Technologies Ltd | 385 | $8 | 12/31/2023 |
| IFGL | 385 | $8 | 12/31/2023 |
| Barclays PLC | 300 | $7 | 12/31/2023 |
| IFGL | 300 | $7 | 12/31/2023 |
| Advisory Services Network LLC | 300 | $7 | 12/31/2023 |
| IFGL | 300 | $7 | 12/31/2023 |
| EverSource Wealth Advisors LLC | 275 | $6 | 12/31/2023 |
| IFGL | 275 | $6 | 12/31/2023 |
See All: Funds Holding IFGL
See Details: Top 10 Hedge Funds Holding IFGL
Also See: IFGL Holdings Changes
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