αAlphaSMO

Institutions Starting with "I" (362 funds)

362 institutions currently have names starting with "I", ranked below by AUM.

IL

Invesco Ltd.

Total reported value

$653.3B

23,552 stks

2026-03-31

Concentration2.3
Portfolio Stability21.6
Sector conviction42.4
View detail
IL

IMC-Chicago, LLC

Total reported value

$278.4B

6,112 stks

2026-03-31

Concentration9.3
Portfolio Stability34.3
Sector conviction73.7
View detail
IC

Ieq Capital, LLC

Total reported value

$21.5B

2,269 stks

2026-03-31

Concentration4.1
Portfolio Stability62.0
Sector conviction66.5
View detail
II

I.g. Investment Management, LTD.

Total reported value

$19.5B

426 stks

2017-09-30

Concentration11.5
Portfolio Stability21.2
Sector conviction47.8
View detail
IG

Ing Groep NV

Total reported value

$16.4B

503 stks

2026-03-31

Concentration8.5
Portfolio Stability51.7
Sector conviction59.3
View detail
IA

Investor AB

Total reported value

$15.1B

10 stks

2026-03-31

Concentration100.0
Portfolio Stability100.0
Sector conviction100.0
View detail
IA

Impax Asset Management Group plc

Total reported value

$14.3B

287 stks

2026-03-31

Concentration7.1
Portfolio Stability32.4
Sector conviction72.2
View detail
IF

Independent Franchise Partners LLP

Total reported value

$14.3B

26 stks

2026-03-31

Concentration20.7
Portfolio Stability23.1
Sector conviction55.7
View detail
IM

Ilmarinen Mutual Pension Insurance Co

Total reported value

$12.7B

462 stks

2026-03-31

Concentration25.0
Portfolio Stability33.2
Sector conviction52.5
View detail
IW

Integrated Wealth Concepts LLC

Total reported value

$12.5B

2,276 stks

2026-03-31

Concentration2.3
Portfolio Stability43.6
Sector conviction49.1
View detail
II

IFM Investors Pty Ltd

Total reported value

$12.0B

689 stks

2026-03-31

Concentration7.0
Portfolio Stability16.6
Sector conviction64.7
View detail
II

Intech Investment Management LLC

Total reported value

$10.2B

2,655 stks

2026-03-31

Concentration4.9
Portfolio Stability41.9
Sector conviction44.7
View detail
IA

Independent Advisor Alliance

Total reported value

$9.3B

2,740 stks

2026-03-31

Concentration3.3
Portfolio Stability98.9
Sector conviction55.2
View detail
IC

Icahn Carl C

Total reported value

$8.6B

18 stks

2026-03-31

Concentration100.0
Portfolio Stability18.0
Sector conviction73.2
View detail
IL

Irish Life Investment Managers Ltd.

Total reported value

$7.9B

1,955 stks

2013-06-30

Concentration2.7
Portfolio Stability0.0
Sector conviction43.7
View detail
IM

Illinois Municipal Retirement Fund

Total reported value

$7.9B

1,127 stks

2026-03-31

Concentration2.8
Portfolio Stability19.3
Sector conviction40.6
View detail
IM

Investment Management Corp of Ontario

Total reported value

$7.8B

664 stks

2026-03-31

Concentration5.6
Portfolio Stability25.8
Sector conviction43.8
View detail
IG

iA Global Asset Management Inc.

Total reported value

$7.1B

396 stks

2026-03-31

Concentration7.6
Portfolio Stability33.3
Sector conviction69.6
View detail
IC

Institutional Capital LLC

Total reported value

$6.7B

145 stks

2016-12-31

Concentration11.7
Portfolio Stability50.0
Sector conviction61.2
View detail
IA

IFP Advisors, Inc

Total reported value

$4.8B

5,032 stks

2026-03-31

Concentration1.8
Portfolio Stability22.1
Sector conviction43.9
View detail
IC

ICONIQ Capital, LLC

Total reported value

$4.5B

96 stks

2026-03-31

Concentration39.1
Portfolio Stability40.3
Sector conviction100.0
View detail
IF

Independent Financial Group, LLC

Total reported value

$4.5B

1,447 stks

2026-03-31

Concentration3.8
Portfolio Stability20.2
Sector conviction100.0
View detail
IC

Investment Counselors Of Maryland LLC

Total reported value

$4.4B

161 stks

2021-06-30

Concentration0.0
Portfolio Stability94.0
Sector conviction0.0
View detail
IU

Itau Unibanco Holding S.A.

Total reported value

$4.3B

400 stks

2026-03-31

Concentration15.7
Portfolio Stability61.9
Sector conviction49.4
View detail
IW

IHT Wealth Management, LLC

Total reported value

$4.3B

1,265 stks

2026-03-31

Concentration2.5
Portfolio Stability24.5
Sector conviction50.1
View detail
IC

InterOcean Capital Group, LLC

Total reported value

$4.2B

506 stks

2024-03-31

Concentration6.8
Portfolio Stability0.0
Sector conviction40.9
View detail
IA

Impax Asset Management LTD

Total reported value

$4.1B

65 stks

2018-06-30

Concentration10.7
Portfolio Stability13.2
Sector conviction100.0
View detail
IV

IA Venture Strategies Fund II, LP

Total reported value

$4.1B

2 stks

2025-12-31

Concentration100.0
Portfolio Stability100.0
Sector conviction0.0
View detail
ID

Integral Derivatives, LLC

Total reported value

$4.1B

660 stks

2018-03-31

Concentration100.0
Portfolio Stability45.7
Sector conviction61.7
View detail
IC

Ilex Capital Partners (UK) LLP

Total reported value

$4.1B

77 stks

2026-03-31

Concentration11.7
Portfolio Stability100.0
Sector conviction64.4
View detail
IP

Interval Partners, LP

Total reported value

$3.8B

262 stks

2026-03-31

Concentration6.6
Portfolio Stability98.4
Sector conviction76.5
View detail
II

Intact Investment Management INC.

Total reported value

$3.5B

269 stks

2026-03-31

Concentration6.2
Portfolio Stability41.2
Sector conviction40.2
View detail
II

Ignis Investment Services Ltd

Total reported value

$3.0B

93 stks

2014-06-30

Concentration5.8
Portfolio Stability47.8
Sector conviction55.0
View detail
I&

Ingalls & Snyder LLC

Total reported value

$2.8B

471 stks

2026-03-31

Concentration10.1
Portfolio Stability18.3
Sector conviction39.5
View detail
IA

IndexIQ Advisors LLC

Total reported value

$2.8B

1,373 stks

2022-03-31

Concentration4.6
Portfolio Stability0.0
Sector conviction62.4
View detail
IA

Integrity Alliance, LLC.

Total reported value

$2.6B

756 stks

2026-03-31

Concentration4.3
Portfolio Stability18.0
Sector conviction46.8
View detail
IP

Innovative Portfolios

Total reported value

$2.5B

51 stks

2021-12-31

Concentration100.0
Portfolio Stability0.0
Sector conviction78.2
View detail
IF

Index Fund Advisors, Inc.

Total reported value

$2.2B

127 stks

2026-03-31

Concentration47.8
Portfolio Stability8.4
Sector conviction57.6
View detail
IC

Invenomic Capital Management LP

Total reported value

$2.2B

150 stks

2026-03-31

Concentration5.6
Portfolio Stability67.2
Sector conviction64.8
View detail
II

Intermede Investment Partners Ltd

Total reported value

$2.2B

28 stks

2026-03-31

Concentration18.2
Portfolio Stability28.4
Sector conviction57.4
View detail
IV

Index Venture Associates VI Ltd

Total reported value

$2.1B

3 stks

2026-03-31

Concentration100.0
Portfolio Stability52.1
Sector conviction100.0
View detail
IH

Integral Health Asset Management, LLC

Total reported value

$2.1B

90 stks

2026-03-31

Concentration18.8
Portfolio Stability69.3
Sector conviction100.0
View detail
IL

Investure, LLC

Total reported value

$2.0B

17 stks

2026-03-31

Concentration99.9
Portfolio Stability35.2
Sector conviction100.0
View detail
IH

Investment House LLC

Total reported value

$1.9B

223 stks

2026-03-31

Concentration8.7
Portfolio Stability21.0
Sector conviction69.9
View detail
IA

Integrated Advisors Network LLC

Total reported value

$1.9B

690 stks

2026-03-31

Concentration3.6
Portfolio Stability41.0
Sector conviction59.6
View detail
IC

Inverness Counsel LLC /ny/

Total reported value

$1.8B

187 stks

2022-09-30

Concentration14.6
Portfolio Stability0.0
Sector conviction57.4
View detail
IS

Intesa Sanpaolo S.p.A.

Total reported value

$1.7B

219 stks

2026-03-31

Concentration16.0
Portfolio Stability60.3
Sector conviction65.1
View detail
IA

Impax Asset Management LLC

Total reported value

$1.7B

228 stks

2018-06-30

Concentration4.0
Portfolio Stability31.8
Sector conviction54.5
View detail
IC

IronBridge Capital Management LP

Total reported value

$1.7B

186 stks

2017-03-31

Concentration3.9
Portfolio Stability49.3
Sector conviction54.1
View detail
IP

Invictus Private Wealth, LLC

Total reported value

$1.6B

85 stks

2026-03-31

Concentration30.8
Portfolio Stability7.7
Sector conviction78.4
View detail
IW

Icon Wealth Advisors, LLC

Total reported value

$1.5B

389 stks

2026-03-31

Concentration8.9
Portfolio Stability33.0
Sector conviction51.5
View detail
IC

Irenic Capital Management LP

Total reported value

$1.5B

47 stks

2026-03-31

Concentration31.8
Portfolio Stability100.0
Sector conviction100.0
View detail
IA

International Assets Investment Management, LLC

Total reported value

$1.4B

2,365 stks

2026-03-31

Concentration4.4
Portfolio Stability18.8
Sector conviction56.3
View detail
IC

Infrastructure Capital Advisors, LLC

Total reported value

$1.4B

164 stks

2026-03-31

Concentration33.0
Portfolio Stability57.1
Sector conviction100.0
View detail
IH

Insight Holdings Group, LLC

Total reported value

$1.4B

28 stks

2026-03-31

Concentration54.6
Portfolio Stability50.9
Sector conviction100.0
View detail
IA

Insigneo Advisory Services, LLC

Total reported value

$1.4B

745 stks

2026-03-31

Concentration6.8
Portfolio Stability18.4
Sector conviction57.0
View detail
IC

Impactive Capital LP

Total reported value

$1.4B

10 stks

2026-03-31

Concentration53.2
Portfolio Stability62.7
Sector conviction80.1
View detail
IC

Ionic Capital Management LLC

Total reported value

$1.4B

165 stks

2026-03-31

Concentration100.0
Portfolio Stability71.0
Sector conviction98.2
View detail
IC

InterOcean Capital, LLC

Total reported value

$1.3B

202 stks

2020-06-30

Concentration12.4
Portfolio Stability23.4
Sector conviction51.2
View detail
IE

IQ EQ FUND MANAGEMENT (IRELAND) Ltd

Total reported value

$1.3B

290 stks

2026-03-31

Concentration4.3
Portfolio Stability23.8
Sector conviction57.6
View detail
IC

Ikarian Capital, LLC

Total reported value

$1.2B

161 stks

2026-03-31

Concentration15.1
Portfolio Stability95.2
Sector conviction100.0
View detail
IA

Inspire Advisors, LLC

Total reported value

$1.2B

663 stks

2026-03-31

Concentration11.3
Portfolio Stability31.1
Sector conviction37.5
View detail
IB

Intrust Bank NA

Total reported value

$1.2B

739 stks

2026-03-31

Concentration20.0
Portfolio Stability23.3
Sector conviction44.6
View detail
IP

Indivisible Partners

Total reported value

$1.1B

482 stks

2026-03-31

Concentration22.0
Portfolio Stability34.8
Sector conviction100.0
View detail
IW

Ibex Wealth Advisors

Total reported value

$1.1B

203 stks

2026-03-31

Concentration9.8
Portfolio Stability42.2
Sector conviction94.4
View detail
IW

Insight Wealth Strategies, LLC

Total reported value

$1.0B

183 stks

2026-06-30

Concentration6.5
Portfolio Stability71.0
Sector conviction75.2
View detail
IA

IMA Advisory Services, Inc.

Total reported value

$1.0B

1,033 stks

2026-03-31

Concentration10.6
Portfolio Stability9.1
Sector conviction57.2
View detail
IF

Intrua Financial, LLC

Total reported value

$968.8M

459 stks

2026-03-31

Concentration8.0
Portfolio Stability21.6
Sector conviction63.0
View detail
IP

Isthmus Partners, LLC

Total reported value

$953.4M

218 stks

2026-03-31

Concentration5.4
Portfolio Stability65.2
Sector conviction52.1
View detail
IC

Inscription Capital, LLC

Total reported value

$951.1M

715 stks

2026-03-31

Concentration5.2
Portfolio Stability23.3
Sector conviction51.6
View detail
IG

Iron Gate Global Advisors LLC

Total reported value

$946.7M

105 stks

2026-03-31

Concentration22.6
Portfolio Stability10.5
Sector conviction56.3
View detail
IF

Institute for Wealth Management, LLC.

Total reported value

$938.5M

542 stks

2026-03-31

Concentration9.8
Portfolio Stability16.3
Sector conviction74.6
View detail
IC

Innovator Capital Management, LLC

Total reported value

$925.0M

10 stks

2026-03-31

Concentration100.0
Portfolio Stability100.0
Sector conviction100.0
View detail
IA

Ion Asset Management Ltd.

Total reported value

$910.6M

67 stks

2025-09-30

Concentration20.5
Portfolio Stability86.7
Sector conviction100.0
View detail
IC

Ironvine Capital Partners, LLC

Total reported value

$909.8M

56 stks

2026-03-31

Concentration17.1
Portfolio Stability15.1
Sector conviction54.8
View detail
IW

IAG Wealth Partners, LLC

Total reported value

$895.9M

509 stks

2026-03-31

Concentration11.9
Portfolio Stability9.1
Sector conviction53.4
View detail
IL

Invst, LLC

Total reported value

$885.8M

341 stks

2026-03-31

Concentration6.1
Portfolio Stability31.5
Sector conviction41.4
View detail
IW

Icon Wealth Partners, LLC

Total reported value

$880.2M

391 stks

2023-09-30

Concentration13.7
Portfolio Stability0.0
Sector conviction56.6
View detail
IT

Iron Triangle Partners LP

Total reported value

$874.7M

27 stks

2025-12-31

Concentration17.9
Portfolio Stability100.0
Sector conviction100.0
View detail
IW

Inspirion Wealth Advisors, LLC

Total reported value

$873.5M

189 stks

2026-06-30

Concentration19.8
Portfolio Stability14.9
Sector conviction90.8
View detail
IC

IDG China Capital Fund III Associates L.P.

Total reported value

$868.3M

2 stks

2026-03-31

Concentration100.0
Portfolio Stability8.4
Sector conviction100.0
View detail
IM

Informed Momentum Co LLC

Total reported value

$866.2M

273 stks

2026-03-31

Concentration2.2
Portfolio Stability100.0
Sector conviction60.5
View detail
IC

Iberiabank CORP

Total reported value

$848.9M

211 stks

2020-06-30

Concentration6.2
Portfolio Stability22.6
Sector conviction49.8
View detail
IP

ICICI Prudential Asset Management Co Ltd

Total reported value

$832.6M

155 stks

2026-03-31

Concentration7.5
Portfolio Stability22.2
Sector conviction67.8
View detail
IP

Impact Partnership Wealth, LLC

Total reported value

$809.7M

365 stks

2026-03-31

Concentration11.4
Portfolio Stability50.7
Sector conviction69.9
View detail
IA

Infinitum Asset Management, LLC

Total reported value

$800.7M

22 stks

2026-03-31

Concentration39.2
Portfolio Stability41.6
Sector conviction100.0
View detail
IB

Independence Bank of Kentucky

Total reported value

$789.4M

623 stks

2026-03-31

Concentration9.1
Portfolio Stability12.5
Sector conviction50.8
View detail
IA

Inr Advisory Services LLC

Total reported value

$786.3M

81 stks

2019-03-31

Concentration61.2
Portfolio Stability11.9
Sector conviction75.8
View detail
IV

IA Venture Partners, LLC

Total reported value

$785.3M

2 stks

2021-12-31

Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
IC

Icc Capital Management Inc/

Total reported value

$760.3M

252 stks

2015-03-31

Concentration3.0
Portfolio Stability37.8
Sector conviction53.4
View detail
IA

Integrity Advisory Solutions, LLC

Total reported value

$757.1M

293 stks

2026-03-31

Concentration17.8
Portfolio Stability18.8
Sector conviction59.0
View detail
IA

Intellus Advisors LLC

Total reported value

$731.8M

125 stks

2026-03-31

Concentration17.0
Portfolio Stability15.8
Sector conviction62.9
View detail
IW

Insight Wealth Partners, LLC

Total reported value

$713.0M

120 stks

2026-03-31

Concentration100.0
Portfolio Stability8.9
Sector conviction69.0
View detail
IF

ION Fund Management Ltd

Total reported value

$706.7M

68 stks

2026-03-31

Concentration25.8
Portfolio Stability69.2
Sector conviction67.2
View detail
IA

IFC Advisors LLC

Total reported value

$698.9M

158 stks

2026-03-31

Concentration23.3
Portfolio Stability28.7
Sector conviction46.8
View detail
II

Ironwood Investment Counsel, LLC

Total reported value

$694.2M

264 stks

2026-03-31

Concentration5.7
Portfolio Stability15.1
Sector conviction48.8
View detail
IS

Independent Solutions Wealth Management, LLC

Total reported value

$679.1M

185 stks

2026-03-31

Concentration15.8
Portfolio Stability37.8
Sector conviction79.0
View detail
IC

IDG-Accel China Capital II Associates L.P.

Total reported value

$667.5M

1 stks

2026-03-31

Concentration100.0
Portfolio Stability18.4
Sector conviction100.0
View detail
I&

Institutional & Family Asset Management, LLC

Total reported value

$654.4M

748 stks

2024-06-30

Concentration9.5
Portfolio Stability0.0
Sector conviction37.6
View detail
IT

Inspire Trust Co, N.a.

Total reported value

$647.7M

106 stks

2026-03-31

Concentration5.8
Portfolio Stability15.9
Sector conviction34.2
View detail
IP

Ignite Planners, LLC

Total reported value

$647.6M

393 stks

2026-03-31

Concentration4.3
Portfolio Stability11.6
Sector conviction66.3
View detail
IV

International Value Advisers, LLC

Total reported value

$615.1M

21 stks

2020-12-31

Concentration36.7
Portfolio Stability36.0
Sector conviction100.0
View detail
IA

IFG Advisors, LLC

Total reported value

$610.6M

149 stks

2026-03-31

Concentration20.9
Portfolio Stability8.9
Sector conviction66.2
View detail
IE

Intrinsic Edge Capital Management LLC

Total reported value

$602.7M

111 stks

2026-03-31

Concentration6.8
Portfolio Stability88.1
Sector conviction82.2
View detail
II

IPG Investment Advisors LLC

Total reported value

$582.3M

244 stks

2026-03-31

Concentration8.5
Portfolio Stability30.7
Sector conviction64.2
View detail
ID

Intelligence Driven Advisers, LLC

Total reported value

$573.6M

130 stks

2026-03-31

Concentration26.9
Portfolio Stability22.8
Sector conviction83.1
View detail
IF

Ironwood Financial, llc

Total reported value

$572.7M

168 stks

2026-03-31

Concentration12.6
Portfolio Stability7.1
Sector conviction84.3
View detail
IR

Investors Research Corp

Total reported value

$558.8M

805 stks

2026-06-30

Concentration7.2
Portfolio Stability23.5
Sector conviction32.8
View detail
IQ

Integrated Quantitative Investments LLC

Total reported value

$551.3M

385 stks

2026-03-31

Concentration3.4
Portfolio Stability91.1
Sector conviction63.8
View detail
IS

Iowa State Bank

Total reported value

$543.4M

124 stks

2026-03-31

Concentration9.0
Portfolio Stability19.3
Sector conviction44.3
View detail
IM

Investment Management Of Virginia LLC

Total reported value

$526.5M

215 stks

2023-03-31

Concentration5.0
Portfolio Stability0.0
Sector conviction53.3
View detail
IA

Insight Advisors, LLC/ PA

Total reported value

$525.5M

243 stks

2026-03-31

Concentration26.4
Portfolio Stability30.3
Sector conviction79.8
View detail
IC

Investors Capital Advisory Services

Total reported value

$521.3M

1,060 stks

2016-06-30

Concentration1.6
Portfolio Stability16.7
Sector conviction43.4
View detail
IA

IAM Advisory, LLC

Total reported value

$513.2M

107 stks

2026-06-30

Concentration24.0
Portfolio Stability19.9
Sector conviction83.1
View detail
II

Integrated Investment Consultants, LLC

Total reported value

$509.9M

542 stks

2025-12-31

Concentration8.7
Portfolio Stability31.4
Sector conviction44.6
View detail
II

Independent Investors INC

Total reported value

$503.6M

70 stks

2026-03-31

Concentration100.0
Portfolio Stability10.8
Sector conviction100.0
View detail
II

Inspire Investing, LLC

Total reported value

$498.5M

313 stks

2026-03-31

Concentration10.2
Portfolio Stability100.0
Sector conviction100.0
View detail
IP

Intellectus Partners, LLC

Total reported value

$489.9M

290 stks

2026-03-31

Concentration5.2
Portfolio Stability19.9
Sector conviction46.9
View detail
IG

Ithaka Group LLC

Total reported value

$481.9M

38 stks

2026-03-31

Concentration17.5
Portfolio Stability26.6
Sector conviction79.5
View detail
IC

Intel Corp

Total reported value

$470.0M

3 stks

2026-03-31

Concentration100.0
Portfolio Stability42.6
Sector conviction0.0
View detail
IA

Independence Advisors, LLC

Total reported value

$465.9M

170 stks

2020-09-30

Concentration28.6
Portfolio Stability7.6
Sector conviction63.2
View detail
II

Integral Investment Advisors, INC.

Total reported value

$454.0M

181 stks

2026-06-30

Concentration10.8
Portfolio Stability15.9
Sector conviction67.7
View detail
IW

Integris Wealth Management, LLC

Total reported value

$435.1M

124 stks

2026-03-31

Concentration24.8
Portfolio Stability9.0
Sector conviction73.4
View detail
IA

Icon Advisers Inc/co

Total reported value

$433.0M

144 stks

2026-03-31

Concentration4.4
Portfolio Stability43.2
Sector conviction39.0
View detail
II

Ipswich Investment Management Co., Inc.

Total reported value

$425.9M

185 stks

2026-03-31

Concentration7.6
Portfolio Stability18.1
Sector conviction40.5
View detail
IM

Investment Management Associates INC /adv

Total reported value

$419.8M

31 stks

2026-03-31

Concentration24.3
Portfolio Stability34.0
Sector conviction57.1
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IW

Intercontinental Wealth Advisors, LLC

Total reported value

$418.9M

304 stks

2023-06-30

Concentration0.0
Portfolio Stability0.0
Sector conviction0.0
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IL

Inceptionr LLC

Total reported value

$415.4M

617 stks

2026-03-31

Concentration1.0
Portfolio Stability100.0
Sector conviction35.4
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IU

Itau USA Asset Management Inc.

Total reported value

$409.9M

37 stks

2016-03-31

Concentration36.5
Portfolio Stability40.4
Sector conviction0.0
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IS

Intesa Sanpaolo Wealth Management

Total reported value

$409.7M

299 stks

2026-03-31

Concentration11.4
Portfolio Stability37.1
Sector conviction53.9
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IA

Ironsides Asset Advisors, LLC

Total reported value

$398.7M

80 stks

2026-03-31

Concentration41.4
Portfolio Stability8.3
Sector conviction100.0
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IV

Index Venture Life Associates VI Ltd

Total reported value

$395.7M

1 stks

2026-03-31

Concentration100.0
Portfolio Stability45.5
Sector conviction0.0
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IA

Investment Advisory Group, LLC

Total reported value

$393.4M

194 stks

2026-03-31

Concentration9.5
Portfolio Stability7.6
Sector conviction61.5
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IP

Inlet Private Wealth, LLC

Total reported value

$391.6M

128 stks

2026-03-31

Concentration7.2
Portfolio Stability20.1
Sector conviction47.0
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IF

Independence Financial Advisors, LLC

Total reported value

$385.5M

55 stks

2026-06-30

Concentration24.1
Portfolio Stability56.4
Sector conviction64.4
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IF

Ifrah Financial Services, Inc.

Total reported value

$378.3M

200 stks

2026-03-31

Concentration8.7
Portfolio Stability10.1
Sector conviction100.0
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IA

Impax Asset Management (AIFM) Ltd

Total reported value

$376.9M

24 stks

2018-06-30

Concentration18.1
Portfolio Stability18.9
Sector conviction0.0
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IP

Invesco Private Capital, Inc.

Total reported value

$365.3M

4 stks

2019-09-30

Concentration100.0
Portfolio Stability13.7
Sector conviction0.0
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IP

Investment Planning Advisors, Inc.

Total reported value

$363.2M

107 stks

2026-03-31

Concentration23.0
Portfolio Stability30.9
Sector conviction51.2
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IW

Ironwood Wealth Management, LLC.

Total reported value

$348.7M

47 stks

2026-03-31

Concentration47.9
Portfolio Stability3.0
Sector conviction0.0
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IA

Investment Advisory Services INC /tx /adv

Total reported value

$347.2M

140 stks

2026-06-30

Concentration15.5
Portfolio Stability19.5
Sector conviction44.5
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IC

III Capital Management

Total reported value

$344.4M

58 stks

2026-03-31

Concentration79.5
Portfolio Stability100.0
Sector conviction100.0
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IP

Intergy Private Wealth, LLC

Total reported value

$341.0M

123 stks

2026-03-31

Concentration27.5
Portfolio Stability8.8
Sector conviction78.4
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IH

Iron Horse Wealth Management, LLC

Total reported value

$339.0M

591 stks

2025-06-30

Concentration24.8
Portfolio Stability0.0
Sector conviction53.6
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IW

Independent Wealth Network Inc.

Total reported value

$336.7M

301 stks

2026-03-31

Concentration5.1
Portfolio Stability34.8
Sector conviction56.3
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IW

Iams Wealth Management, LLC

Total reported value

$332.2M

190 stks

2026-06-30

Concentration5.3
Portfolio Stability29.1
Sector conviction44.3
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IC

Intersect Capital LLC

Total reported value

$330.7M

345 stks

2022-06-30

Concentration5.4
Portfolio Stability0.0
Sector conviction64.4
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IC

Impact Capital Partners LLC

Total reported value

$330.6M

276 stks

2026-03-31

Concentration5.6
Portfolio Stability19.6
Sector conviction49.0
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IF

Investor's Fiduciary Advisor Network, LLC

Total reported value

$326.4M

270 stks

2026-03-31

Concentration4.8
Portfolio Stability51.7
Sector conviction45.5
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IT

Indiana Trust & Investment Management Co

Total reported value

$323.8M

494 stks

2026-03-31

Concentration11.8
Portfolio Stability14.3
Sector conviction59.0
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