There is a long list of 253 institutional holders of IOO 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 IOO by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IOO table below, the initial column indicates the name of each top institutional holder of IOO, with a link to that fund's top holdings. The next columns indicate the amount of IOO stock held by each of the institutional holders of IOO, followed by the IOO 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 |
---|---|---|---|
BlackRock Inc. | 24,932,243 | $2,007,544 | 12/31/2023 |
IOO | 24,932,243 | $2,007,544 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 3,228,764 | $259,980 | 12/31/2023 |
IOO | 3,228,764 | $259,980 | 12/31/2023 |
OLD National Bancorp IN | 1,212,409 | $108,401 | 03/31/2024 |
IOO | 1,212,409 | $108,401 | 03/31/2024 |
Assetmark Inc. | 1,284,812 | $103,453 | 12/31/2023 |
IOO | 1,284,812 | $103,453 | 12/31/2023 |
Amplius Wealth Advisors LLC | 901,175 | $80,574 | 03/31/2024 |
IOO | 901,175 | $80,574 | 03/31/2024 |
Morgan Stanley | 684,819 | $55,142 | 12/31/2023 |
IOO | 684,819 | $55,142 | 12/31/2023 |
Bank of America Corp DE | 680,593 | $54,801 | 12/31/2023 |
IOO | 680,593 | $54,801 | 12/31/2023 |
Waddell & Associates LLC | 648,182 | $52,191 | 12/31/2023 |
IOO | 648,182 | $52,191 | 12/31/2023 |
LPL Financial LLC | 431,020 | $34,706 | 12/31/2023 |
IOO | 431,020 | $34,706 | 12/31/2023 |
UBS Group AG | 402,426 | $32,403 | 12/31/2023 |
IOO | 402,426 | $32,403 | 12/31/2023 |
Advisor Group Holdings Inc. | 350,543 | $28,064 | 12/31/2023 |
IOO | 350,543 | $28,064 | 12/31/2023 |
Beaumont Financial Advisors LLC | 325,404 | $26,202 | 12/31/2023 |
IOO | 325,404 | $26,202 | 12/31/2023 |
Stephens Inc. AR | 307,460 | $24,757 | 12/31/2023 |
IOO | 307,460 | $24,757 | 12/31/2023 |
Royal Bank of Canada | 278,873 | $22,455 | 12/31/2023 |
IOO | 278,873 | $22,455 | 12/31/2023 |
Ameriprise Financial Inc. | 260,827 | $21,000 | 12/31/2023 |
IOO | 260,827 | $21,000 | 12/31/2023 |
Raymond James & Associates | 251,733 | $20,270 | 12/31/2023 |
IOO | 251,733 | $20,270 | 12/31/2023 |
Envestnet Asset Management Inc. | 227,274 | $18,300 | 12/31/2023 |
IOO | 227,274 | $18,300 | 12/31/2023 |
Connectus Wealth LLC | 211,198 | $17,006 | 12/31/2023 |
IOO | 211,198 | $17,006 | 12/31/2023 |
Wells Fargo & Company MN | 188,796 | $15,202 | 12/31/2023 |
IOO | 188,796 | $15,202 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 184,203 | $14,832 | 12/31/2023 |
IOO | 184,203 | $14,832 | 12/31/2023 |
Per Stirling Capital Management LLC. | 183,161 | $14,748 | 12/31/2023 |
IOO | 183,161 | $14,748 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 158,616 | $14,182 | 03/31/2024 |
IOO | 158,616 | $14,182 | 03/31/2024 |
Kaye Capital Management | 167,111 | $13,800 | 12/31/2023 |
IOO | 167,111 | $13,800 | 12/31/2023 |
Commonwealth Equity Services LLC | 165,445 | $13,322 | 12/31/2023 |
IOO | 165,445 | $13,322 | 12/31/2023 |
Avantax Advisory Services Inc. | 160,002 | $12,883 | 12/31/2023 |
IOO | 160,002 | $12,883 | 12/31/2023 |
Asset Allocation Strategies LLC | 159,406 | $12,835 | 12/31/2023 |
IOO | 159,406 | $12,835 | 12/31/2023 |
Drake & Associates LLC | 151,096 | $12,166 | 12/31/2023 |
IOO | 151,096 | $12,166 | 12/31/2023 |
Scotia Capital Inc. | 150,618 | $12,126 | 12/31/2023 |
IOO | 150,618 | $12,126 | 12/31/2023 |
Tower Wealth Partners Inc. | 124,220 | $11,107 | 03/31/2024 |
IOO | 124,220 | $11,107 | 03/31/2024 |
Citigroup Inc. | 114,688 | $9,235 | 12/31/2023 |
IOO | 114,688 | $9,235 | 12/31/2023 |
Flagship Private Wealth LLC | 113,689 | $9,154 | 12/31/2023 |
IOO | 113,689 | $9,154 | 12/31/2023 |
MML Investors Services LLC | 110,408 | $8,890 | 12/31/2023 |
IOO | 110,408 | $8,890 | 12/31/2023 |
Centaurus Financial Inc. | 108,838 | $8,764 | 12/31/2023 |
IOO | 108,838 | $8,764 | 12/31/2023 |
Kestra Private Wealth Services LLC | 103,204 | $8,310 | 12/31/2023 |
IOO | 103,204 | $8,310 | 12/31/2023 |
Ameritas Advisory Services LLC | 100,399 | $8,230 | 12/31/2023 |
IOO | 100,399 | $8,230 | 12/31/2023 |
Bank of Montreal Can | 101,330 | $8,182 | 12/31/2023 |
IOO | 101,330 | $8,182 | 12/31/2023 |
Zimmermann Investment Management & Planning LLC | 99,776 | $8,034 | 12/31/2023 |
IOO | 99,776 | $8,034 | 12/31/2023 |
Connecticut Wealth Management LLC | 95,840 | $7,717 | 12/31/2023 |
IOO | 95,840 | $7,717 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 86,160 | $6,938 | 12/31/2023 |
IOO | 86,160 | $6,938 | 12/31/2023 |
Modern Wealth Management LLC | 85,866 | $6,914 | 12/31/2023 |
IOO | 85,866 | $6,914 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 85,817 | $6,910 | 12/31/2023 |
IOO | 85,817 | $6,910 | 12/31/2023 |
Thoroughbred Financial Services LLC | 84,159 | $6,776 | 12/31/2023 |
IOO | 84,159 | $6,776 | 12/31/2023 |
Bluesphere Advisors LLC | 82,868 | $6,673 | 12/31/2023 |
IOO | 82,868 | $6,673 | 12/31/2023 |
Sigma Planning Corp | 74,456 | $5,995 | 12/31/2023 |
IOO | 74,456 | $5,995 | 12/31/2023 |
Certified Advisory Corp | 71,596 | $5,765 | 12/31/2023 |
IOO | 71,596 | $5,765 | 12/31/2023 |
Equitable Holdings Inc. | 67,148 | $5,407 | 12/31/2023 |
IOO | 67,148 | $5,407 | 12/31/2023 |
CIBC World Markets Inc. | 66,237 | $5,333 | 12/31/2023 |
IOO | 66,237 | $5,333 | 12/31/2023 |
Cetera Investment Advisers | 58,921 | $4,744 | 12/31/2023 |
IOO | 58,921 | $4,744 | 12/31/2023 |
Capital Advisors Ltd. LLC | 52,296 | $4,676 | 03/31/2024 |
IOO | 52,296 | $4,676 | 03/31/2024 |
Private Advisor Group LLC | 56,461 | $4,546 | 12/31/2023 |
IOO | 56,461 | $4,546 | 12/31/2023 |
See All: Funds Holding IOO
See Details: Top 10 Hedge Funds Holding IOO
Also See: IOO Holdings Changes
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