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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Morgan Stanley | 4,480,747 | $188,147 | 12/31/2023 |
IHDG | 4,480,747 | $188,147 | 12/31/2023 |
LPL Financial LLC | 2,996,352 | $125,817 | 12/31/2023 |
IHDG | 2,996,352 | $125,817 | 12/31/2023 |
Bank of America Corp DE | 2,731,389 | $114,691 | 12/31/2023 |
IHDG | 2,731,389 | $114,691 | 12/31/2023 |
Ameriprise Financial Inc. | 2,165,300 | $90,860 | 12/31/2023 |
IHDG | 2,165,300 | $90,860 | 12/31/2023 |
UBS Group AG | 1,362,960 | $57,231 | 12/31/2023 |
IHDG | 1,362,960 | $57,231 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 1,055,383 | $48,484 | 03/31/2024 |
IHDG | 1,055,383 | $48,484 | 03/31/2024 |
Creative Planning | 855,971 | $35,942 | 12/31/2023 |
IHDG | 855,971 | $35,942 | 12/31/2023 |
Envestnet Asset Management Inc. | 786,424 | $33,022 | 12/31/2023 |
IHDG | 786,424 | $33,022 | 12/31/2023 |
Ameritas Advisory Services LLC | 715,459 | $30,042 | 12/31/2023 |
IHDG | 715,459 | $30,042 | 12/31/2023 |
Private Advisor Group LLC | 668,569 | $28,073 | 12/31/2023 |
IHDG | 668,569 | $28,073 | 12/31/2023 |
Personal Resources Investment & Strategic Management Inc. | 573,287 | $26,337 | 03/31/2024 |
IHDG | 573,287 | $26,337 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 505,111 | $21,210 | 12/31/2023 |
IHDG | 505,111 | $21,210 | 12/31/2023 |
AE Wealth Management LLC | 489,613 | $21,009 | 12/31/2023 |
IHDG | 489,613 | $21,009 | 12/31/2023 |
Stifel Financial Corp | 478,095 | $20,075 | 12/31/2023 |
IHDG | 478,095 | $20,075 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 426,456 | $19,591 | 03/31/2024 |
IHDG | 426,456 | $19,591 | 03/31/2024 |
Kestra Advisory Services LLC | 427,264 | $17,941 | 12/31/2023 |
IHDG | 427,264 | $17,941 | 12/31/2023 |
Wells Fargo & Company MN | 423,714 | $17,792 | 12/31/2023 |
IHDG | 423,714 | $17,792 | 12/31/2023 |
WESCAP Management Group Inc. | 400,009 | $16,796 | 12/31/2023 |
IHDG | 400,009 | $16,796 | 12/31/2023 |
Summit Asset Management LLC | 384,589 | $16,149 | 12/31/2023 |
IHDG | 384,589 | $16,149 | 12/31/2023 |
Commonwealth Equity Services LLC | 375,555 | $15,770 | 12/31/2023 |
IHDG | 375,555 | $15,770 | 12/31/2023 |
Employees Retirement Fund of the City of Fort Worth | 374,000 | $15,704 | 12/31/2023 |
IHDG | 374,000 | $15,704 | 12/31/2023 |
Jane Street Group LLC | 362,426 | $15,218 | 12/31/2023 |
IHDG | 362,426 | $15,218 | 12/31/2023 |
Cardinal Point Capital Management ULC | 330,609 | $15,188 | 03/31/2024 |
IHDG | 330,609 | $15,188 | 03/31/2024 |
Hunter Associates Investment Management LLC | 360,527 | $15,135 | 12/31/2023 |
IHDG | 360,527 | $15,135 | 12/31/2023 |
Pathstone Holdings LLC | 355,186 | $14,914 | 12/31/2023 |
IHDG | 355,186 | $14,914 | 12/31/2023 |
Choice Wealth Advisors LLC | 321,562 | $14,773 | 03/31/2024 |
IHDG | 321,562 | $14,773 | 03/31/2024 |
Family Investment Center Inc. | 318,311 | $14,623 | 03/31/2024 |
IHDG | 318,311 | $14,623 | 03/31/2024 |
Royal Bank of Canada | 330,146 | $13,863 | 12/31/2023 |
IHDG | 330,146 | $13,863 | 12/31/2023 |
Baird Financial Group Inc. | 319,015 | $13,395 | 12/31/2023 |
IHDG | 319,015 | $13,395 | 12/31/2023 |
Marietta Wealth Management LLC | 278,452 | $12,792 | 03/31/2024 |
IHDG | 278,452 | $12,792 | 03/31/2024 |
Wealth Management Resources Inc. | 269,613 | $12,386 | 03/31/2024 |
IHDG | 269,613 | $12,386 | 03/31/2024 |
Melone Private Wealth LLC | 282,480 | $11,861 | 12/31/2023 |
IHDG | 282,480 | $11,861 | 12/31/2023 |
Capital Wealth Management LLC | 248,670 | $11,424 | 03/31/2024 |
IHDG | 248,670 | $11,424 | 03/31/2024 |
RMB Capital Management LLC | 263,327 | $11,057 | 12/31/2023 |
IHDG | 263,327 | $11,057 | 12/31/2023 |
Trinity Wealth Management LLC | 236,204 | $10,851 | 03/31/2024 |
IHDG | 236,204 | $10,851 | 03/31/2024 |
Mariner LLC | 253,459 | $10,643 | 12/31/2023 |
IHDG | 253,459 | $10,643 | 12/31/2023 |
Sculati Wealth Management LLC | 238,422 | $10,011 | 12/31/2023 |
IHDG | 238,422 | $10,011 | 12/31/2023 |
CoreCap Advisors LLC | 223,974 | $9,405 | 12/31/2023 |
IHDG | 223,974 | $9,405 | 12/31/2023 |
Hobbs Group Advisors LLC | 207,471 | $8,712 | 12/31/2023 |
IHDG | 207,471 | $8,712 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 206,596 | $8,675 | 12/31/2023 |
IHDG | 206,596 | $8,675 | 12/31/2023 |
Raymond James & Associates | 184,139 | $8,459 | 03/31/2024 |
IHDG | 184,139 | $8,459 | 03/31/2024 |
Astoria Portfolio Advisors LLC. | 184,791 | $8,245 | 03/31/2024 |
IHDG | 184,791 | $8,245 | 03/31/2024 |
Dynamic Advisor Solutions LLC | 176,071 | $8,089 | 03/31/2024 |
IHDG | 176,071 | $8,089 | 03/31/2024 |
MML Investors Services LLC | 191,516 | $8,042 | 12/31/2023 |
IHDG | 191,516 | $8,042 | 12/31/2023 |
Advisor Group Holdings Inc. | 188,863 | $7,931 | 12/31/2023 |
IHDG | 188,863 | $7,931 | 12/31/2023 |
Laurel Wealth Planning LLC | 172,458 | $7,923 | 03/31/2024 |
IHDG | 172,458 | $7,923 | 03/31/2024 |
Americana Partners LLC | 175,609 | $7,189 | 12/31/2023 |
IHDG | 175,609 | $7,189 | 12/31/2023 |
United Capital Financial Advisers LLC | 147,261 | $6,183 | 12/31/2023 |
IHDG | 147,261 | $6,183 | 12/31/2023 |
Caliber Wealth Management LLC | 126,658 | $5,819 | 03/31/2024 |
IHDG | 126,658 | $5,819 | 03/31/2024 |
Prudential Financial Inc. | 133,537 | $5,607 | 12/31/2023 |
IHDG | 133,537 | $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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