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Institutional Holders of IOO

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.

HolderAmountPosition Size
($ in 1000's)
 As of
BlackRock Inc.24,932,243$2,007,544 12/31/2023
     IOO24,932,243$2,007,544 12/31/2023
Northwestern Mutual Wealth Management Co.3,228,764$259,980 12/31/2023
     IOO3,228,764$259,980 12/31/2023
OLD National Bancorp IN1,212,409$108,401 03/31/2024
     IOO1,212,409$108,401 03/31/2024
Assetmark Inc.1,284,812$103,453 12/31/2023
     IOO1,284,812$103,453 12/31/2023
Amplius Wealth Advisors LLC901,175$80,574 03/31/2024
     IOO901,175$80,574 03/31/2024
Morgan Stanley684,819$55,142 12/31/2023
     IOO684,819$55,142 12/31/2023
Bank of America Corp DE680,593$54,801 12/31/2023
     IOO680,593$54,801 12/31/2023
Waddell & Associates LLC648,182$52,191 12/31/2023
     IOO648,182$52,191 12/31/2023
LPL Financial LLC431,020$34,706 12/31/2023
     IOO431,020$34,706 12/31/2023
UBS Group AG402,426$32,403 12/31/2023
     IOO402,426$32,403 12/31/2023
Advisor Group Holdings Inc.350,543$28,064 12/31/2023
     IOO350,543$28,064 12/31/2023
Beaumont Financial Advisors LLC325,404$26,202 12/31/2023
     IOO325,404$26,202 12/31/2023
Stephens Inc. AR307,460$24,757 12/31/2023
     IOO307,460$24,757 12/31/2023
Royal Bank of Canada278,873$22,455 12/31/2023
     IOO278,873$22,455 12/31/2023
Ameriprise Financial Inc.260,827$21,000 12/31/2023
     IOO260,827$21,000 12/31/2023
Raymond James & Associates251,733$20,270 12/31/2023
     IOO251,733$20,270 12/31/2023
Envestnet Asset Management Inc.227,274$18,300 12/31/2023
     IOO227,274$18,300 12/31/2023
Connectus Wealth LLC211,198$17,006 12/31/2023
     IOO211,198$17,006 12/31/2023
Wells Fargo & Company MN188,796$15,202 12/31/2023
     IOO188,796$15,202 12/31/2023
Raymond James Financial Services Advisors Inc.184,203$14,832 12/31/2023
     IOO184,203$14,832 12/31/2023
Per Stirling Capital Management LLC.183,161$14,748 12/31/2023
     IOO183,161$14,748 12/31/2023
Wealth Enhancement Advisory Services LLC158,616$14,182 03/31/2024
     IOO158,616$14,182 03/31/2024
Kaye Capital Management167,111$13,800 12/31/2023
     IOO167,111$13,800 12/31/2023
Commonwealth Equity Services LLC165,445$13,322 12/31/2023
     IOO165,445$13,322 12/31/2023
Avantax Advisory Services Inc.160,002$12,883 12/31/2023
     IOO160,002$12,883 12/31/2023
Asset Allocation Strategies LLC159,406$12,835 12/31/2023
     IOO159,406$12,835 12/31/2023
Drake & Associates LLC151,096$12,166 12/31/2023
     IOO151,096$12,166 12/31/2023
Scotia Capital Inc.150,618$12,126 12/31/2023
     IOO150,618$12,126 12/31/2023
Tower Wealth Partners Inc.124,220$11,107 03/31/2024
     IOO124,220$11,107 03/31/2024
Citigroup Inc.114,688$9,235 12/31/2023
     IOO114,688$9,235 12/31/2023
Flagship Private Wealth LLC113,689$9,154 12/31/2023
     IOO113,689$9,154 12/31/2023
MML Investors Services LLC110,408$8,890 12/31/2023
     IOO110,408$8,890 12/31/2023
Centaurus Financial Inc.108,838$8,764 12/31/2023
     IOO108,838$8,764 12/31/2023
Kestra Private Wealth Services LLC103,204$8,310 12/31/2023
     IOO103,204$8,310 12/31/2023
Ameritas Advisory Services LLC100,399$8,230 12/31/2023
     IOO100,399$8,230 12/31/2023
Bank of Montreal Can101,330$8,182 12/31/2023
     IOO101,330$8,182 12/31/2023
Zimmermann Investment Management & Planning LLC99,776$8,034 12/31/2023
     IOO99,776$8,034 12/31/2023
Connecticut Wealth Management LLC95,840$7,717 12/31/2023
     IOO95,840$7,717 12/31/2023
SILVER OAK SECURITIES Inc86,160$6,938 12/31/2023
     IOO86,160$6,938 12/31/2023
Modern Wealth Management LLC85,866$6,914 12/31/2023
     IOO85,866$6,914 12/31/2023
Cambridge Investment Research Advisors Inc.85,817$6,910 12/31/2023
     IOO85,817$6,910 12/31/2023
Thoroughbred Financial Services LLC84,159$6,776 12/31/2023
     IOO84,159$6,776 12/31/2023
Bluesphere Advisors LLC82,868$6,673 12/31/2023
     IOO82,868$6,673 12/31/2023
Sigma Planning Corp74,456$5,995 12/31/2023
     IOO74,456$5,995 12/31/2023
Certified Advisory Corp71,596$5,765 12/31/2023
     IOO71,596$5,765 12/31/2023
Equitable Holdings Inc.67,148$5,407 12/31/2023
     IOO67,148$5,407 12/31/2023
CIBC World Markets Inc.66,237$5,333 12/31/2023
     IOO66,237$5,333 12/31/2023
Cetera Investment Advisers58,921$4,744 12/31/2023
     IOO58,921$4,744 12/31/2023
Capital Advisors Ltd. LLC52,296$4,676 03/31/2024
     IOO52,296$4,676 03/31/2024
Private Advisor Group LLC56,461$4,546 12/31/2023
     IOO56,461$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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