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IBHG

Institutional Ownership

Top 147 Institutional Holders
HolderSharesDateChange% Held
UBS Group AG1.86MSep 30, 26+56.78K7.56%
ARROW FINANCIAL CORP1.59MSep 30, 26+95.84K6.44%
LPL Financial LLC1.47MSep 30, 26+223.18K5.98%
RAYMOND JAMES FINANCIAL INC386.36KSep 30, 26-15.40K1.57%
KESTRA PRIVATE WEALTH SERVICES, LLC275.38KSep 30, 26+79.38K1.12%
J.W. COLE ADVISORS, INC.207.21KSep 30, 26-6.35K0.84%
Carr Financial Group Corp175.31KSep 30, 26+24.45K0.71%
Straight Path Wealth Management144.99KSep 30, 26+9.65K0.59%
Penobscot Investment Management Company, Inc.144.91KSep 30, 26+31.64K0.59%
Cambridge Investment Research Advisors, Inc.133.90KSep 30, 26+49.42K0.54%
Parallel Advisors, LLC118.51KSep 30, 26+48.14K0.48%
Private Advisor Group, LLC104.67KSep 30, 26+4.86K0.42%
Brucke Financial, Inc.89.37KSep 30, 26+89.37K0.36%
FOUNDATIONS INVESTMENT ADVISORS, LLC87.13KSep 30, 26+6.92K0.35%
EVEXIA WEALTH LLC83.41KSep 30, 26+3.04K0.34%
OSAIC HOLDINGS, INC.78.29KSep 30, 26+22.68K0.32%
High Note Wealth, LLC63.74KSep 30, 26+19.56K0.26%
Kurv Investment Management LLC61.98KSep 30, 26+43.95K0.25%
COMMONWEALTH EQUITY SERVICES, LLC60.98KSep 30, 26+19.23K0.25%
BEESE FULMER INVESTMENT MANAGEMENT, INC.58.75KSep 30, 26+21.75K0.24%
BOLTON SECURITIES CORPORATION56.86KSep 30, 26+21.39K0.23%
Bedel Financial Consulting, Inc.56.72KSep 30, 26+17.71K0.23%
THRIVENT FINANCIAL FOR LUTHERANS54.74KSep 30, 26+9.49K0.22%
BridgePort Financial Solutions, LLC54.58KSep 30, 26--0.22%
Cornerstone Wealth Management, LLC52.84KSep 30, 26+42.36K0.21%
Collaborative Fund Advisors, LLC48.94KSep 30, 26-4.27K0.20%
Heartland Bank & Trust Co43.05KSep 30, 26+3.88K0.17%
COWA, LLC41.24KSep 30, 26+500.17%
Lido Advisors, LLC37.41KSep 30, 26-19.91K0.15%
WRAPMANAGER INC33.56KSep 30, 26+3450.14%
AE Wealth Management LLC30.88KSep 30, 26-8.98K0.13%
GREAT VALLEY ADVISOR GROUP, INC.29.43KSep 30, 26+2.39K0.12%
Madden Advisory Services, Inc.28.47KSep 30, 26+3.15K0.12%
STIFEL FINANCIAL CORP27.94KSep 30, 26+1.36K0.11%
Csenge Advisory Group27.09KSep 30, 26+2.51K0.11%
Belpointe Asset Management LLC25.36KSep 30, 26--0.10%
Kastel Capital Advisors, LLC25.22KSep 30, 26+3550.10%
HUB Investment Partners, LLC23.65KSep 30, 26+2.11K0.10%
Occidental Asset Management, LLC22.05KSep 30, 26+22.05K0.09%
Global Retirement Partners, LLC21.98KSep 30, 26+2240.09%
LITTLEJOHN FINANCIAL SERVICES, INC.19.91KSep 30, 26-22.99K0.08%
BEACON FINANCIAL PLANNING, INC19.14KSep 30, 26+4.80K0.08%
CAPTRUST FINANCIAL ADVISORS18.91KSep 30, 26--0.08%
Mariner, LLC18.85KSep 30, 26+18.85K0.08%
Kestra Advisory Services, LLC16.66KSep 30, 26-4130.07%
Mayflower Financial Advisors, LLC15.66KSep 30, 26--0.06%
Landing Point Financial Group, LLC15.51KSep 30, 26+1.39K0.06%
Sigma Planning Corp15.04KSep 30, 26+15.04K0.06%
HighTower Advisors, LLC14.60KSep 30, 26-4.09K0.06%
THOROUGHBRED FINANCIAL SERVICES, LLC13.90KSep 30, 26-4.25K0.06%
Focus Partners Wealth13.38KSep 30, 26--0.05%
TFR Capital, LLC.13.18KSep 30, 26+3850.05%
JPMORGAN CHASE & CO11.83KSep 30, 26+11.83K0.05%
Signature Equity Partners, LLC11.05KSep 30, 26+11.05K0.04%
Ashton Thomas Private Wealth, LLC10.35KSep 30, 26--0.04%
LEVEL FOUR ADVISORY SERVICES, LLC10.19KSep 30, 26+100.04%
KPP Advisory Services LLC9.44KSep 30, 26-2000.04%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC9.26KSep 30, 26+2.52K0.04%
Friedenthal Financial7.82KSep 30, 26+7440.03%
10Elms LLP7.81KSep 30, 26+2520.03%
Peck Wealth Management, LLC7.60KSep 30, 26+7.60K0.03%
FIFTH THIRD BANCORP6.06KSep 30, 26--0.02%
Spire Wealth Management2.92KSep 30, 26+90.01%
Ascentis Independent Advisors2.75KSep 30, 26+2.75K0.01%
IFG Advisory, LLC2.53KSep 30, 26+360.01%
Hurley Capital, LLC2.43KSep 30, 26+310.01%
Allworth Financial LP2.39KSep 30, 26+2.39K0.01%
CNB Bank2.37KSep 30, 26--0.01%
Golden State Wealth Management, LLC1.76KSep 30, 26+260.01%
Clearstead Advisors, LLC1.64KSep 30, 26+1.64K0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV1.32KSep 30, 26+1.32K0.01%
BANK OF MONTREAL /CAN/362Sep 30, 26-2.10K0.00%
FINANCIAL CONSULATE, INC244Sep 30, 26+2440.00%
HARBOUR INVESTMENTS, INC.71Sep 30, 26--0.00%
FMR LLC41Sep 30, 26--0.00%
Parkside Financial Bank & Trust21Sep 30, 26--0.00%
Bank of New York Mellon Corp--Sep 30, 26-13.97K--
BIP Wealth, LLC--Sep 30, 26-37.22K--
Keeler Thomas Management LLC--Sep 30, 26-67.45K--
JANE STREET GROUP, LLC--Sep 30, 26-133.78K--
UBS Group AG1.81MJun 30, 26+1.47M7.33%
LBMC INVESTMENT ADVISORS, LLC1.77MJun 30, 26+155.80K7.19%
WELLS FARGO & COMPANY/MN810.42KJun 30, 26+10.73K3.29%
Federation des caisses Desjardins du Quebec782.17KJun 30, 26-110.89K3.17%
RAYMOND JAMES FINANCIAL INC401.75KJun 30, 26+76.39K1.63%
MORGAN STANLEY281.07KJun 30, 26+63.90K1.14%
BANK OF AMERICA CORP /DE/259.33KJun 30, 26+10.44K1.05%
Cetera Investment Advisers254.78KJun 30, 26-8.52K1.03%
BlackRock, Inc.196.43KJun 30, 26+125.44K0.80%
NewEdge Advisors, LLC185.84KJun 30, 26+18.92K0.75%
JANE STREET GROUP, LLC133.78KJun 30, 26+101.11K0.54%
EIGHT 31 FINANCIAL, LLC107.17KJun 30, 26+2.83K0.43%
ROYAL BANK OF CANADA90.36KJun 30, 26-1.71K0.37%
OLD MISSION CAPITAL LLC86.92KJun 30, 26-49.38K0.35%
FOUNDATIONS INVESTMENT ADVISORS, LLC80.21KJun 30, 26+25.76K0.33%
Advisory Services Network, LLC78.40KJun 30, 26+4880.32%
Integrated Wealth Concepts LLC73.47KJun 30, 26+3340.30%
OSAIC HOLDINGS, INC.55.61KJun 30, 26+28.46K0.23%
Stratos Wealth Partners, LTD.54.60KJun 30, 26+9.67K0.22%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO48.28KJun 30, 26-1.46K0.20%
FIDUCIARY FINANCIAL ADVISORS47.73KJun 30, 26+47.73K0.19%
AE Wealth Management LLC39.86KJun 30, 26-1.22K0.16%
EP Wealth Advisors, LLC36.94KJun 30, 26-8.45K0.15%
Timber Creek Capital Management LLC35.97KJun 30, 26+4.89K0.15%
Baird Financial Group, Inc.34.02KJun 30, 26+8.92K0.14%
WRAPMANAGER INC33.21KJun 30, 26-3.94K0.13%
Cerity Partners LLC27.02KJun 30, 26-4.77K0.11%
STIFEL FINANCIAL CORP26.58KJun 30, 26+2.71K0.11%
Rialto Wealth Management, LLC25.13KJun 30, 26-6.13K0.10%
Kastel Capital Advisors, LLC24.87KJun 30, 26+1070.10%
MERCER GLOBAL ADVISORS INC /ADV19.04KJun 30, 26-4.52K0.08%
CAPTRUST FINANCIAL ADVISORS18.91KJun 30, 26--0.08%
CITADEL ADVISORS LLC18.41KJun 30, 26-5.22K0.07%
Beacon Pointe Advisors, LLC18.05KJun 30, 26+18.05K0.07%
Orion Capital Management LLC15.07KJun 30, 26+1.07K0.06%
Equitable Holdings, Inc.13.97KJun 30, 26+13.97K0.06%
Pure Financial Advisors, LLC13.11KJun 30, 26-4470.05%
Wick Capital Partners, LLC11.38KJun 30, 26+11.38K0.05%
Quantinno Capital Management LP10.35KJun 30, 26--0.04%
ENVESTNET ASSET MANAGEMENT INC10.11KJun 30, 26-2.33K0.04%
Mutual Advisors, LLC9.98KJun 30, 26+8340.04%
LIBERTY WEALTH MANAGEMENT LLC9.84KJun 30, 26--0.04%
World Investment Advisors9.80KJun 30, 26-1.21K0.04%
HEADINVEST, LLC9.32KJun 30, 26-11.38K0.04%
Waverly Advisors, LLC9.25KJun 30, 26+9.25K0.04%
Arkadios Wealth Advisors9.25KJun 30, 26--0.04%
BFC Planning, Inc.6.55KJun 30, 26+4200.03%
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.6.55KJun 30, 26+4200.03%
Napier Financial, LLC1.55KJun 30, 26--0.01%
Steward Partners Investment Advisory, LLC888Jun 30, 26--0.00%
VSM Wealth Advisory, LLC398Jun 30, 26--0.00%
Boreal Capital Management LLC--Jun 30, 26-1--
NATIONAL BANK OF CANADA /FI/--Jun 30, 26-3.01K--
Spartan Wealth Advisory Services LLC--Jun 30, 26-11.74K--
FLOW TRADERS U.S. LLC--Jun 30, 26-20.41K--
THREADGILL FINANCIAL, LLC--Jun 30, 26-962.63K--
CWM, LLC1.84KMar 31, 26--0.01%
Austin Private Wealth, LLC30.40KDec 31, 25+1280.12%
High Falls Advisors, Inc10.25KDec 31, 25+10.25K0.04%
COMERICA BANK6.06KDec 31, 25+1.80K0.02%
AVANTAX ADVISORY SERVICES, INC.104.28KJun 30, 25+13.10K0.42%
SUMMIT INVESTMENT ADVISORS, INC.97.61KJun 30, 25+7.27K0.40%
Orion Portfolio Solutions, LLC51.25KMar 31, 25+51.25K0.21%
RAYMOND JAMES & ASSOCIATES49.98KSep 30, 24+10.20K0.20%
Raymond James Financial Services Advisors, Inc.14.92KSep 30, 24+14.92K0.06%
BBJS FINANCIAL ADVISORS, LLC9.84KSep 30, 24+60.04%
Cetera Advisors LLC21.70KMar 31, 24+4.58K0.09%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

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Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.