There is a long list of 149 institutional holders of IRBO 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 IRBO by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IRBO table below, the initial column indicates the name of each top institutional holder of IRBO, with a link to that fund's top holdings. The next columns indicate the amount of IRBO stock held by each of the institutional holders of IRBO, followed by the IRBO 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 | 773,888 | $26,699 | 12/31/2023 |
IRBO | 773,888 | $26,699 | 12/31/2023 |
Bank of America Corp DE | 405,310 | $13,983 | 12/31/2023 |
IRBO | 405,310 | $13,983 | 12/31/2023 |
LPL Financial LLC | 312,124 | $10,768 | 12/31/2023 |
IRBO | 312,124 | $10,768 | 12/31/2023 |
Commonwealth Equity Services LLC | 214,825 | $7,379 | 03/31/2024 |
IRBO | 214,825 | $7,379 | 03/31/2024 |
Ameriprise Financial Inc. | 212,631 | $7,334 | 12/31/2023 |
IRBO | 212,631 | $7,334 | 12/31/2023 |
Wharton Business Group LLC | 205,877 | $7,103 | 12/31/2023 |
IRBO | 205,877 | $7,103 | 12/31/2023 |
Jane Street Group LLC | 193,301 | $6,669 | 12/31/2023 |
IRBO | 193,301 | $6,669 | 12/31/2023 |
UBS Group AG | 113,096 | $3,902 | 12/31/2023 |
IRBO | 113,096 | $3,902 | 12/31/2023 |
Theory Financial LLC | 111,288 | $3,839 | 12/31/2023 |
IRBO | 111,288 | $3,839 | 12/31/2023 |
Royal Bank of Canada | 109,725 | $3,785 | 12/31/2023 |
IRBO | 109,725 | $3,785 | 12/31/2023 |
MML Investors Services LLC | 103,106 | $3,557 | 12/31/2023 |
IRBO | 103,106 | $3,557 | 12/31/2023 |
Citadel Advisors LLC | $3,422 | 12/31/2023 | |
IRBO | 90,593 | $3,125 | 12/31/2023 |
Call | 8,600 | $297 | 12/31/2023 |
Advisor Group Holdings Inc. | 94,098 | $3,246 | 12/31/2023 |
IRBO | 94,098 | $3,246 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 80,725 | $2,773 | 03/31/2024 |
IRBO | 80,725 | $2,773 | 03/31/2024 |
Gimbal Financial | 53,847 | $1,850 | 03/31/2024 |
IRBO | 53,847 | $1,850 | 03/31/2024 |
Creative Planning | 47,380 | $1,635 | 12/31/2023 |
IRBO | 47,380 | $1,635 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 42,459 | $1,458 | 03/31/2024 |
IRBO | 42,459 | $1,458 | 03/31/2024 |
Citigroup Inc. | 34,230 | $1,181 | 12/31/2023 |
IRBO | 34,230 | $1,181 | 12/31/2023 |
Cora Capital Advisors LLC | 33,357 | $1,146 | 03/31/2024 |
IRBO | 33,357 | $1,146 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 32,251 | $1,113 | 12/31/2023 |
IRBO | 32,251 | $1,113 | 12/31/2023 |
GWM Advisors LLC | 30,341 | $1,047 | 12/31/2023 |
IRBO | 30,341 | $1,047 | 12/31/2023 |
Raymond James & Associates | 28,918 | $993 | 03/31/2024 |
IRBO | 28,918 | $993 | 03/31/2024 |
Envestnet Asset Management Inc. | 28,375 | $979 | 12/31/2023 |
IRBO | 28,375 | $979 | 12/31/2023 |
Waddell & Associates LLC | 28,091 | $969 | 12/31/2023 |
IRBO | 28,091 | $969 | 12/31/2023 |
CWM LLC | 27,202 | $934 | 03/31/2024 |
IRBO | 27,202 | $934 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 26,711 | $918 | 03/31/2024 |
IRBO | 26,711 | $918 | 03/31/2024 |
H&H Retirement Design & Management INC | 25,949 | $827 | 03/31/2024 |
IRBO | 25,949 | $827 | 03/31/2024 |
AE Wealth Management LLC | 24,532 | $811 | 12/31/2023 |
IRBO | 24,532 | $811 | 12/31/2023 |
Phoenix Wealth Advisors | 23,486 | $807 | 03/31/2024 |
IRBO | 23,486 | $807 | 03/31/2024 |
Belvedere Trading LLC | $783 | 12/31/2023 | |
Call | 22,700 | $783 | 12/31/2023 |
Cetera Advisor Networks LLC | 22,599 | $780 | 12/31/2023 |
IRBO | 22,599 | $780 | 12/31/2023 |
Scotia Capital Inc. | 21,825 | $753 | 12/31/2023 |
IRBO | 21,825 | $753 | 12/31/2023 |
WJ Wealth Management LLC | 19,646 | $675 | 03/31/2024 |
IRBO | 19,646 | $675 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 19,596 | $673 | 03/31/2024 |
IRBO | 19,596 | $673 | 03/31/2024 |
Bank of Montreal Can | 19,059 | $666 | 12/31/2023 |
IRBO | 19,059 | $666 | 12/31/2023 |
CI Private Wealth LLC | 16,948 | $585 | 12/31/2023 |
IRBO | 16,948 | $585 | 12/31/2023 |
Stratos Wealth Partners LTD. | 16,188 | $556 | 03/31/2024 |
IRBO | 16,188 | $556 | 03/31/2024 |
Peapack Gladstone Financial Corp | 16,000 | $552 | 12/31/2023 |
IRBO | 16,000 | $552 | 12/31/2023 |
JPMorgan Chase & Co. | 15,745 | $543 | 12/31/2023 |
IRBO | 15,745 | $543 | 12/31/2023 |
Atria Wealth Solutions Inc. | 15,290 | $528 | 12/31/2023 |
IRBO | 15,290 | $528 | 12/31/2023 |
Cascade Investment Group Inc. | 14,860 | $513 | 12/31/2023 |
IRBO | 14,860 | $513 | 12/31/2023 |
Consolidated Portfolio Review Corp | 14,741 | $506 | 03/31/2024 |
IRBO | 14,741 | $506 | 03/31/2024 |
PFG Investments LLC | 14,741 | $506 | 03/31/2024 |
IRBO | 14,741 | $506 | 03/31/2024 |
Mariner LLC | 13,728 | $474 | 12/31/2023 |
IRBO | 13,728 | $474 | 12/31/2023 |
Kestra Advisory Services LLC | 13,120 | $453 | 12/31/2023 |
IRBO | 13,120 | $453 | 12/31/2023 |
Concurrent Investment Advisors LLC | 13,093 | $452 | 12/31/2023 |
IRBO | 13,093 | $452 | 12/31/2023 |
Wolf Group Capital Advisors | 13,067 | $432 | 03/31/2024 |
IRBO | 13,067 | $432 | 03/31/2024 |
Insigneo Advisory Services LLC | 12,522 | $432 | 12/31/2023 |
IRBO | 12,522 | $432 | 12/31/2023 |
Stonehage Fleming Financial Services Holdings Ltd | 12,500 | $431 | 12/31/2023 |
IRBO | 12,500 | $431 | 12/31/2023 |
Comerica Bank | 11,623 | $401 | 12/31/2023 |
IRBO | 11,623 | $401 | 12/31/2023 |
See All: Funds Holding IRBO
See Details: Top 10 Hedge Funds Holding IRBO
Also See: IRBO Holdings Changes
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