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Institutional Holders of IHDG

There is a long list of 211 institutional holders of IHDG 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 IHDG by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IHDG table below, the initial column indicates the name of each top institutional holder of IHDG, with a link to that fund's top holdings. The next columns indicate the amount of IHDG stock held by each of the institutional holders of IHDG, followed by the IHDG 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
Morgan Stanley4,480,747$188,147 12/31/2023
     IHDG4,480,747$188,147 12/31/2023
LPL Financial LLC2,996,352$125,817 12/31/2023
     IHDG2,996,352$125,817 12/31/2023
Bank of America Corp DE2,731,389$114,691 12/31/2023
     IHDG2,731,389$114,691 12/31/2023
Ameriprise Financial Inc.2,165,300$90,860 12/31/2023
     IHDG2,165,300$90,860 12/31/2023
UBS Group AG1,362,960$57,231 12/31/2023
     IHDG1,362,960$57,231 12/31/2023
Raymond James Financial Services Advisors Inc.1,055,383$48,484 03/31/2024
     IHDG1,055,383$48,484 03/31/2024
Creative Planning855,971$35,942 12/31/2023
     IHDG855,971$35,942 12/31/2023
Envestnet Asset Management Inc.786,424$33,022 12/31/2023
     IHDG786,424$33,022 12/31/2023
Ameritas Advisory Services LLC715,459$30,042 12/31/2023
     IHDG715,459$30,042 12/31/2023
Private Advisor Group LLC668,569$28,073 12/31/2023
     IHDG668,569$28,073 12/31/2023
Personal Resources Investment & Strategic Management Inc.573,287$26,337 03/31/2024
     IHDG573,287$26,337 03/31/2024
Northwestern Mutual Wealth Management Co.505,111$21,210 12/31/2023
     IHDG505,111$21,210 12/31/2023
AE Wealth Management LLC489,613$21,009 12/31/2023
     IHDG489,613$21,009 12/31/2023
Stifel Financial Corp478,095$20,075 12/31/2023
     IHDG478,095$20,075 12/31/2023
Cambridge Investment Research Advisors Inc.426,456$19,591 03/31/2024
     IHDG426,456$19,591 03/31/2024
Kestra Advisory Services LLC427,264$17,941 12/31/2023
     IHDG427,264$17,941 12/31/2023
Wells Fargo & Company MN423,714$17,792 12/31/2023
     IHDG423,714$17,792 12/31/2023
WESCAP Management Group Inc.400,009$16,796 12/31/2023
     IHDG400,009$16,796 12/31/2023
Summit Asset Management LLC384,589$16,149 12/31/2023
     IHDG384,589$16,149 12/31/2023
Commonwealth Equity Services LLC375,555$15,770 12/31/2023
     IHDG375,555$15,770 12/31/2023
Employees Retirement Fund of the City of Fort Worth374,000$15,704 12/31/2023
     IHDG374,000$15,704 12/31/2023
Jane Street Group LLC362,426$15,218 12/31/2023
     IHDG362,426$15,218 12/31/2023
Cardinal Point Capital Management ULC330,609$15,188 03/31/2024
     IHDG330,609$15,188 03/31/2024
Hunter Associates Investment Management LLC360,527$15,135 12/31/2023
     IHDG360,527$15,135 12/31/2023
Pathstone Holdings LLC355,186$14,914 12/31/2023
     IHDG355,186$14,914 12/31/2023
Choice Wealth Advisors LLC321,562$14,773 03/31/2024
     IHDG321,562$14,773 03/31/2024
Family Investment Center Inc.318,311$14,623 03/31/2024
     IHDG318,311$14,623 03/31/2024
Royal Bank of Canada330,146$13,863 12/31/2023
     IHDG330,146$13,863 12/31/2023
Baird Financial Group Inc.319,015$13,395 12/31/2023
     IHDG319,015$13,395 12/31/2023
Marietta Wealth Management LLC278,452$12,792 03/31/2024
     IHDG278,452$12,792 03/31/2024
Wealth Management Resources Inc.269,613$12,386 03/31/2024
     IHDG269,613$12,386 03/31/2024
Melone Private Wealth LLC282,480$11,861 12/31/2023
     IHDG282,480$11,861 12/31/2023
Capital Wealth Management LLC248,670$11,424 03/31/2024
     IHDG248,670$11,424 03/31/2024
RMB Capital Management LLC263,327$11,057 12/31/2023
     IHDG263,327$11,057 12/31/2023
Trinity Wealth Management LLC236,204$10,851 03/31/2024
     IHDG236,204$10,851 03/31/2024
Mariner LLC253,459$10,643 12/31/2023
     IHDG253,459$10,643 12/31/2023
Sculati Wealth Management LLC238,422$10,011 12/31/2023
     IHDG238,422$10,011 12/31/2023
CoreCap Advisors LLC223,974$9,405 12/31/2023
     IHDG223,974$9,405 12/31/2023
Hobbs Group Advisors LLC207,471$8,712 12/31/2023
     IHDG207,471$8,712 12/31/2023
Steward Partners Investment Advisory LLC206,596$8,675 12/31/2023
     IHDG206,596$8,675 12/31/2023
Raymond James & Associates184,139$8,459 03/31/2024
     IHDG184,139$8,459 03/31/2024
Astoria Portfolio Advisors LLC.184,791$8,245 03/31/2024
     IHDG184,791$8,245 03/31/2024
Dynamic Advisor Solutions LLC176,071$8,089 03/31/2024
     IHDG176,071$8,089 03/31/2024
MML Investors Services LLC191,516$8,042 12/31/2023
     IHDG191,516$8,042 12/31/2023
Advisor Group Holdings Inc.188,863$7,931 12/31/2023
     IHDG188,863$7,931 12/31/2023
Laurel Wealth Planning LLC172,458$7,923 03/31/2024
     IHDG172,458$7,923 03/31/2024
Americana Partners LLC175,609$7,189 12/31/2023
     IHDG175,609$7,189 12/31/2023
United Capital Financial Advisers LLC147,261$6,183 12/31/2023
     IHDG147,261$6,183 12/31/2023
Caliber Wealth Management LLC126,658$5,819 03/31/2024
     IHDG126,658$5,819 03/31/2024
Prudential Financial Inc.133,537$5,607 12/31/2023
     IHDG133,537$5,607 12/31/2023

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

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