IBCA(IBCA)
IBCA
Institutional Ownership
Top 83 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 194.44K | Jun 30, 26 | +46.05K | 5.25% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 111.64K | Jun 30, 26 | +36.79K | 3.02% |
| ADIRONDACK TRUST CO | 92.23K | Jun 30, 26 | +10.20K | 2.49% |
| INSTRUMENTAL WEALTH, LLC | 91.79K | Jun 30, 26 | +390 | 2.48% |
| J.W. COLE ADVISORS, INC. | 77.81K | Jun 30, 26 | +1.52K | 2.10% |
| Archford Capital Strategies, LLC | 76.14K | Jun 30, 26 | -4.70K | 2.06% |
| Michael S. Ryan, Inc. | 70.20K | Jun 30, 26 | +70.20K | 1.90% |
| Segment Wealth Management, LLC | 39.00K | Jun 30, 26 | +10.79K | 1.05% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 37.67K | Jun 30, 26 | +25.14K | 1.02% |
| Koesten, Hirschmann & Crabtree, INC. | 20.22K | Jun 30, 26 | +20.22K | 0.55% |
| Quantum Financial Advisors, LLC | 10.60K | Jun 30, 26 | +1.42K | 0.29% |
| Sarver Vrooman Wealth Advisors | 10.12K | Jun 30, 26 | -- | 0.27% |
| Gradient Capital Advisors, LLC | 8.73K | Jun 30, 26 | +8.73K | 0.24% |
| IFP Advisors, Inc | 5.22K | Jun 30, 26 | +3.01K | 0.14% |
| Ronald Blue Trust, Inc. | 729 | Jun 30, 26 | +729 | 0.02% |
| Capital Investment Advisors, LLC | 2.29M | Mar 31, 26 | +569.90K | 61.75% |
| BANK OF AMERICA CORP /DE/ | 806.47K | Mar 31, 26 | +62.17K | 21.79% |
| ARROW FINANCIAL CORP | 586.92K | Mar 31, 26 | +18.35K | 15.86% |
| MB, LEVIS & ASSOCIATES, LLC | 535.80K | Mar 31, 26 | +6.02K | 14.48% |
| MV CAPITAL MANAGEMENT, INC. | 459.20K | Mar 31, 26 | +423.01K | 12.41% |
| MORGAN STANLEY | 445.99K | Mar 31, 26 | +221.66K | 12.05% |
| AMERIPRISE FINANCIAL INC | 383.44K | Mar 31, 26 | +383.44K | 10.36% |
| HighTower Advisors, LLC | 347.45K | Mar 31, 26 | +312.22K | 9.39% |
| RAYMOND JAMES FINANCIAL INC | 265.65K | Mar 31, 26 | +73.78K | 7.18% |
| Guidance Point Advisors, LLC | 263.70K | Mar 31, 26 | +42.05K | 7.12% |
| Lido Advisors, LLC | 251.42K | Mar 31, 26 | +69.72K | 6.79% |
| Krilogy Financial LLC | 205.95K | Mar 31, 26 | +44.44K | 5.56% |
| UBS Group AG | 192.99K | Mar 31, 26 | +34.39K | 5.21% |
| Addison Advisors LLC | 186.01K | Mar 31, 26 | +42.73K | 5.03% |
| BENJAMIN EDWARDS INC | 182.98K | Mar 31, 26 | +15.36K | 4.94% |
| 4Thought Financial Group Inc. | 179.47K | Mar 31, 26 | -647 | 4.85% |
| Probity Advisors, Inc. | 140.22K | Mar 31, 26 | +55.16K | 3.79% |
| HANCOCK WHITNEY CORP | 104.89K | Mar 31, 26 | +74.01K | 2.83% |
| Stonebrook Private Inc. | 92.16K | Mar 31, 26 | +4.87K | 2.49% |
| US BANCORP \DE\ | 89.04K | Mar 31, 26 | +28.78K | 2.41% |
| ENVESTNET ASSET MANAGEMENT INC | 83.02K | Mar 31, 26 | +15.00K | 2.24% |
| Atlantic Union Bankshares Corp | 81.73K | Mar 31, 26 | +18.25K | 2.21% |
| J.W. COLE ADVISORS, INC. | 76.29K | Mar 31, 26 | +5.71K | 2.06% |
| ROYAL BANK OF CANADA | 66.68K | Mar 31, 26 | +5.44K | 1.80% |
| CITADEL ADVISORS LLC | 65.78K | Mar 31, 26 | +65.78K | 1.78% |
| LPL Financial LLC | 56.60K | Mar 31, 26 | +23.44K | 1.53% |
| COMMONWEALTH EQUITY SERVICES, LLC | 47.87K | Mar 31, 26 | +16.33K | 1.29% |
| MCF Advisors LLC | 47.42K | Mar 31, 26 | -- | 1.28% |
| Kestra Advisory Services, LLC | 44.51K | Mar 31, 26 | +33.00K | 1.20% |
| Gilbert & Cook, Inc. | 38.27K | Mar 31, 26 | +19.18K | 1.03% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 36.81K | Mar 31, 26 | +3.06K | 0.99% |
| LITTLE HOUSE CAPITAL LLC | 31.55K | Mar 31, 26 | +31.55K | 0.85% |
| ASSOCIATED BANC-CORP | 31.42K | Mar 31, 26 | +31.42K | 0.85% |
| Parallel Advisors, LLC | 29.98K | Mar 31, 26 | +11.74K | 0.81% |
| Stokes Family Office, LLC | 26.00K | Mar 31, 26 | +4.00K | 0.70% |
| DEARBORN PARTNERS LLC | 20.70K | Mar 31, 26 | +8.55K | 0.56% |
| Advisory Services Network, LLC | 16.81K | Mar 31, 26 | +329 | 0.45% |
| Valmark Advisers, Inc. | 15.79K | Mar 31, 26 | +15.79K | 0.43% |
| Creative Planning | 15.47K | Mar 31, 26 | +15.47K | 0.42% |
| Reliant Wealth Planning | 15.15K | Mar 31, 26 | -- | 0.41% |
| CAPTRUST FINANCIAL ADVISORS | 14.00K | Mar 31, 26 | +14.00K | 0.38% |
| Beacon Pointe Advisors, LLC | 12.56K | Mar 31, 26 | +12.56K | 0.34% |
| Atria Investments, Inc | 11.92K | Mar 31, 26 | -248 | 0.32% |
| Cetera Investment Advisers | 11.36K | Mar 31, 26 | +1.30K | 0.31% |
| TRUIST FINANCIAL CORP | 11.06K | Mar 31, 26 | -- | 0.30% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 10.84K | Mar 31, 26 | +10.84K | 0.29% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10.72K | Mar 31, 26 | -- | 0.29% |
| Arkadios Wealth Advisors | 10.00K | Mar 31, 26 | +10.00K | 0.27% |
| CVA Family Office, LLC | 9.50K | Mar 31, 26 | +9.50K | 0.26% |
| WELLS FARGO & COMPANY/MN | 9.36K | Mar 31, 26 | +9.13K | 0.25% |
| Mutual Advisors, LLC | 9.21K | Mar 31, 26 | +9.21K | 0.25% |
| Snowden Capital Advisors LLC | 9.15K | Mar 31, 26 | +9.15K | 0.25% |
| FIRST NATIONAL TRUST CO | 8.54K | Mar 31, 26 | +8.54K | 0.23% |
| CNB Bank | 5.66K | Mar 31, 26 | -26 | 0.15% |
| Rockefeller Capital Management L.P. | 3.22K | Mar 31, 26 | +24 | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 2.26K | Mar 31, 26 | -- | 0.06% |
| Knights of Columbus Asset Advisors LLC | 1.44K | Mar 31, 26 | +564 | 0.04% |
| BALLAST ADVISORS LLC | 1.18K | Mar 31, 26 | +1.18K | 0.03% |
| Bogart Wealth, LLC | 1.15K | Mar 31, 26 | +578 | 0.03% |
| Cherry Tree Wealth Management, LLC | 1.00K | Mar 31, 26 | -- | 0.03% |
| FIFTH THIRD BANCORP | 800 | Mar 31, 26 | +800 | 0.02% |
| CENTRAL TRUST Co | 767 | Mar 31, 26 | +1 | 0.02% |
| JONES FINANCIAL COMPANIES LLLP | 749 | Mar 31, 26 | +749 | 0.02% |
| BlackRock, Inc. | 52 | Mar 31, 26 | -- | 0.00% |
| StoneX Group Inc. | -- | Mar 31, 26 | -15.70K | -- |
| McGlone Suttner Wealth Management, Inc. | -- | Mar 31, 26 | -8.53K | -- |
| Stratos Wealth Partners, LTD. | -- | Mar 31, 26 | -8.38K | -- |
| COMERICA BANK | 800 | Dec 31, 25 | +800 | 0.02% |