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Institutional Holders of IRBO

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley773,888$26,699 12/31/2023
     IRBO773,888$26,699 12/31/2023
Bank of America Corp DE405,310$13,983 12/31/2023
     IRBO405,310$13,983 12/31/2023
LPL Financial LLC312,124$10,768 12/31/2023
     IRBO312,124$10,768 12/31/2023
Commonwealth Equity Services LLC214,825$7,379 03/31/2024
     IRBO214,825$7,379 03/31/2024
Ameriprise Financial Inc.212,631$7,334 12/31/2023
     IRBO212,631$7,334 12/31/2023
Wharton Business Group LLC205,877$7,103 12/31/2023
     IRBO205,877$7,103 12/31/2023
Jane Street Group LLC193,301$6,669 12/31/2023
     IRBO193,301$6,669 12/31/2023
UBS Group AG113,096$3,902 12/31/2023
     IRBO113,096$3,902 12/31/2023
Theory Financial LLC111,288$3,839 12/31/2023
     IRBO111,288$3,839 12/31/2023
Royal Bank of Canada109,725$3,785 12/31/2023
     IRBO109,725$3,785 12/31/2023
MML Investors Services LLC103,106$3,557 12/31/2023
     IRBO103,106$3,557 12/31/2023
Citadel Advisors LLC $3,422 12/31/2023
     IRBO90,593$3,125 12/31/2023
     Call8,600$297 12/31/2023
Advisor Group Holdings Inc.94,098$3,246 12/31/2023
     IRBO94,098$3,246 12/31/2023
Wealthcare Advisory Partners LLC80,725$2,773 03/31/2024
     IRBO80,725$2,773 03/31/2024
Gimbal Financial53,847$1,850 03/31/2024
     IRBO53,847$1,850 03/31/2024
Creative Planning47,380$1,635 12/31/2023
     IRBO47,380$1,635 12/31/2023
Raymond James Financial Services Advisors Inc.42,459$1,458 03/31/2024
     IRBO42,459$1,458 03/31/2024
Citigroup Inc.34,230$1,181 12/31/2023
     IRBO34,230$1,181 12/31/2023
Cora Capital Advisors LLC33,357$1,146 03/31/2024
     IRBO33,357$1,146 03/31/2024
Northwestern Mutual Wealth Management Co.32,251$1,113 12/31/2023
     IRBO32,251$1,113 12/31/2023
GWM Advisors LLC30,341$1,047 12/31/2023
     IRBO30,341$1,047 12/31/2023
Raymond James & Associates28,918$993 03/31/2024
     IRBO28,918$993 03/31/2024
Envestnet Asset Management Inc.28,375$979 12/31/2023
     IRBO28,375$979 12/31/2023
Waddell & Associates LLC28,091$969 12/31/2023
     IRBO28,091$969 12/31/2023
CWM LLC27,202$934 03/31/2024
     IRBO27,202$934 03/31/2024
Cambridge Investment Research Advisors Inc.26,711$918 03/31/2024
     IRBO26,711$918 03/31/2024
H&H Retirement Design & Management INC25,949$827 03/31/2024
     IRBO25,949$827 03/31/2024
AE Wealth Management LLC24,532$811 12/31/2023
     IRBO24,532$811 12/31/2023
Phoenix Wealth Advisors23,486$807 03/31/2024
     IRBO23,486$807 03/31/2024
Belvedere Trading LLC $783 12/31/2023
     Call22,700$783 12/31/2023
Cetera Advisor Networks LLC22,599$780 12/31/2023
     IRBO22,599$780 12/31/2023
Scotia Capital Inc.21,825$753 12/31/2023
     IRBO21,825$753 12/31/2023
WJ Wealth Management LLC19,646$675 03/31/2024
     IRBO19,646$675 03/31/2024
Wealth Enhancement Advisory Services LLC19,596$673 03/31/2024
     IRBO19,596$673 03/31/2024
Bank of Montreal Can19,059$666 12/31/2023
     IRBO19,059$666 12/31/2023
CI Private Wealth LLC16,948$585 12/31/2023
     IRBO16,948$585 12/31/2023
Stratos Wealth Partners LTD.16,188$556 03/31/2024
     IRBO16,188$556 03/31/2024
Peapack Gladstone Financial Corp16,000$552 12/31/2023
     IRBO16,000$552 12/31/2023
JPMorgan Chase & Co.15,745$543 12/31/2023
     IRBO15,745$543 12/31/2023
Atria Wealth Solutions Inc.15,290$528 12/31/2023
     IRBO15,290$528 12/31/2023
Cascade Investment Group Inc.14,860$513 12/31/2023
     IRBO14,860$513 12/31/2023
Consolidated Portfolio Review Corp14,741$506 03/31/2024
     IRBO14,741$506 03/31/2024
PFG Investments LLC14,741$506 03/31/2024
     IRBO14,741$506 03/31/2024
Mariner LLC13,728$474 12/31/2023
     IRBO13,728$474 12/31/2023
Kestra Advisory Services LLC13,120$453 12/31/2023
     IRBO13,120$453 12/31/2023
Concurrent Investment Advisors LLC13,093$452 12/31/2023
     IRBO13,093$452 12/31/2023
Wolf Group Capital Advisors13,067$432 03/31/2024
     IRBO13,067$432 03/31/2024
Insigneo Advisory Services LLC12,522$432 12/31/2023
     IRBO12,522$432 12/31/2023
Stonehage Fleming Financial Services Holdings Ltd12,500$431 12/31/2023
     IRBO12,500$431 12/31/2023
Comerica Bank11,623$401 12/31/2023
     IRBO11,623$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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