Institutional Holders of IFGL

There is a long list of 65 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.

HolderAmountPosition Size
($ in 1000's)
 As of
Paladin Advisory Group LLC $24,809 12/31/2022
     Call1,178$24,809 12/31/2022
Creative Planning483,135$10,175 12/31/2022
     IFGL483,135$10,175 12/31/2022
Halbert Hargrove Global Advisors LLC373,695$7,870 12/31/2022
     IFGL373,695$7,870 12/31/2022
Wells Fargo & Company MN349,211$7,354 12/31/2022
     IFGL349,211$7,354 12/31/2022
Chandler Asset Management Inc.264,322$5,033 12/31/2022
     IFGL264,322$5,033 12/31/2022
Bank of America Corp DE175,650$3,699 12/31/2022
     IFGL175,650$3,699 12/31/2022
Pictet Asset Management SA128,821$2,713 12/31/2022
     IFGL128,821$2,713 12/31/2022
Cerity Partners LLC122,180$2,573 12/31/2022
     IFGL122,180$2,573 12/31/2022
Old Port Advisors119,752$2,522 12/31/2022
     IFGL119,752$2,522 12/31/2022
Morgan Stanley103,490$2,180 12/31/2022
     IFGL103,490$2,180 12/31/2022
First Republic Investment Management Inc.98,795$2,081 12/31/2022
     IFGL98,795$2,081 12/31/2022
Family Firm Inc.89,319$1,881 12/31/2022
     IFGL89,319$1,881 12/31/2022
AWM Capital LLC70,208$1,479 12/31/2022
     IFGL70,208$1,479 12/31/2022
Citadel Advisors LLC70,191$1,478 12/31/2022
     IFGL70,191$1,478 12/31/2022
Upper Left Wealth Management LLC66,657$1,404 12/31/2022
     IFGL66,657$1,404 12/31/2022
Running Point Capital Advisors LLC56,104$1,182 12/31/2022
     IFGL56,104$1,182 12/31/2022
Goldman Sachs Group Inc.53,215$1,121 12/31/2022
     IFGL53,215$1,121 12/31/2022
BlackRock Inc.52,962$1,115 12/31/2022
     IFGL52,962$1,115 12/31/2022
Raymond James Financial Services Advisors Inc.50,856$1,071 12/31/2022
     IFGL50,856$1,071 12/31/2022
Susquehanna International Group LLP48,661$1,025 12/31/2022
     IFGL48,661$1,025 12/31/2022
Envestnet Asset Management Inc.48,238$1,016 12/31/2022
     IFGL48,238$1,016 12/31/2022
Maryland Capital Advisors Inc.47,333$997 12/31/2022
     IFGL47,333$997 12/31/2022
River & Mercantile LLC46,385$977 12/31/2022
     IFGL46,385$977 12/31/2022
Mercer Global Advisors Inc. ADV41,160$867 12/31/2022
     IFGL41,160$867 12/31/2022
Ameriprise Financial Inc.40,645$866 12/31/2022
     IFGL40,645$866 12/31/2022
Invesco Ltd.38,661$814 12/31/2022
     IFGL38,661$814 12/31/2022
Courier Capital LLC37,345$786 12/31/2022
     IFGL37,345$786 12/31/2022
Beacon Pointe Advisors LLC34,765$732 12/31/2022
     IFGL34,765$732 12/31/2022
LPL Financial LLC26,841$565 12/31/2022
     IFGL26,841$565 12/31/2022
TBH Global Asset Management LLC25,718$542 12/31/2022
     IFGL25,718$542 12/31/2022
UBS Group AG23,838$502 12/31/2022
     IFGL23,838$502 12/31/2022
Financial Alternatives Inc17,124$361 12/31/2022
     IFGL17,124$361 12/31/2022
Bank of New York Mellon Corp16,387$345 12/31/2022
     IFGL16,387$345 12/31/2022
Advisor Group Holdings Inc.13,049$275 12/31/2022
     IFGL13,049$275 12/31/2022
Atria Wealth Solutions Inc.11,795$248 12/31/2022
     IFGL11,795$248 12/31/2022
Prosperity Planning Inc.9,941$223 12/31/2022
     IFGL9,941$223 12/31/2022
Two Sigma Securities LLC10,488$221 12/31/2022
     IFGL10,488$221 12/31/2022
FMR LLC6,879$145 12/31/2022
     IFGL6,879$145 12/31/2022
Parkside Financial Bank & Trust5,607$118 12/31/2022
     IFGL5,607$118 12/31/2022
Wipfli Financial Advisors LLC4,914$94 09/30/2022
     IFGL4,914$94 09/30/2022
GWM Advisors LLC4,105$86 12/31/2022
     IFGL4,105$86 12/31/2022
Royal Bank of Canada3,678$77 12/31/2022
     IFGL3,678$77 12/31/2022
IFP Advisors Inc2,408$76 12/31/2022
     IFGL2,408$76 12/31/2022
Hollencrest Capital Management3,127$66 12/31/2022
     IFGL3,127$66 12/31/2022
OLD Mission Capital LLC2,364$50 12/31/2022
     IFGL2,364$50 12/31/2022
Fifth Third Bancorp1,905$40 12/31/2022
     IFGL1,905$40 12/31/2022
JPMorgan Chase & Co.1,737$37 12/31/2022
     IFGL1,737$37 12/31/2022
Bank of Montreal Can1,700$36 12/31/2022
     IFGL1,700$36 12/31/2022
Blair William & Co. IL1,600$34 12/31/2022
     IFGL1,600$34 12/31/2022
Life Planning Partners Inc1,797$34 09/30/2022
     IFGL1,797$34 09/30/2022

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

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Institutional Holders of IFGL |

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