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Institutions Holding IBDU (381 holders)

381 institutions currently hold IBDU, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
BANK OF AMERICA CORP /DE/$170.1M0.01%
MORGAN STANLEY$155.7M0.01%
Aptus Capital Advisors, LLC$148.4M1.17%
CAPITAL ADVISORS INC/OK$118.2M1.90%
MERCER GLOBAL ADVISORS INC /ADV$117.1M0.17%
SHUFRO ROSE & CO LLC$92.5M6.29%
Capital Investment Advisors, LLC$89.9M1.31%
UBS Group AG$85.6M0.01%
Lido Advisors, LLC$76.0M0.23%
RAYMOND JAMES FINANCIAL INC$73.8M0.02%
HM PAYSON & CO$65.8M0.95%
LPL Financial LLC$55.4M0.01%
ROYAL BANK OF CANADA$54.4M0.01%
WELLS FARGO & COMPANY/MN$49.4M0.01%
SUMMITRY LLC$44.3M1.56%
HighTower Advisors, LLC$43.4M0.05%
Sound View Wealth Advisors Group, LLC$41.1M2.79%
WOODMONT INVESTMENT COUNSEL LLC$40.7M2.51%
Klingman & Associates, LLC$36.8M1.76%
SIGMA INVESTMENT COUNSELORS INC$35.9M1.90%
Gratus Wealth Advisors, LLC$35.1M5.08%
Venture Visionary Partners LLC$34.7M1.16%
Wealthcare Advisory Partners LLC$27.5M0.53%
Meiji Yasuda Life Insurance Co$27.4M0.94%
Seven Springs Wealth Group, LLC$27.1M6.26%
Kathmere Capital Management, LLC$26.8M1.65%
RVW Wealth, LLC$26.7M2.08%
COMMONWEALTH EQUITY SERVICES, LLC$26.7M0.04%
Advisors Capital Management, LLC$26.4M0.31%
Summit Financial, LLC$25.9M0.33%
AMERIPRISE FINANCIAL INC$25.6M0.01%
HOWLAND CAPITAL MANAGEMENT LLC$23.6M0.93%
THREADGILL FINANCIAL, LLC$21.5M6.24%
MV CAPITAL MANAGEMENT, INC.$20.3M1.99%
Kestra Advisory Services, LLC$18.8M0.07%
Summit Asset Management, LLC$18.1M2.52%
US BANCORP \DE\$16.0M0.02%
First National Trust Co$15.4M0.52%
CAPTRUST FINANCIAL ADVISORS$15.2M0.03%
Arrow Financial Corp$14.9M1.50%
BlackRock, Inc.$14.3M0.00%
Rockefeller Capital Management L.P.$13.8M0.02%
STIFEL FINANCIAL CORP$13.1M0.01%
Robertson Stephens Wealth Management, LLC$13.1M0.37%
Ironwood Financial, llc$13.0M2.27%
NOVEM GROUP$12.8M1.47%
Windsor Capital Management, LLC$12.6M3.56%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$12.3M0.01%
Ruggaard & Associates LLC$11.9M4.72%
LYELL WEALTH MANAGEMENT, LP$11.7M0.86%
Baltimore-Washington Financial Advisors, Inc.$11.7M0.51%
Probity Advisors, Inc.$11.6M1.84%
Glenview Trust Co$11.5M0.18%
CENTRAL TRUST Co$11.2M0.22%
Commonwealth Financial Services, LLC$10.8M1.71%
Motley Fool Wealth Management, LLC$10.7M1.21%
Mesirow Financial Investment Management, Inc.$10.6M0.17%
REBALANCE, LLC$10.5M0.61%
ES4, LLC$10.5M6.80%
Parkway Wealth Management Group, LLC$10.2M1.28%
BENJAMIN EDWARDS INC$10.0M0.10%
MCF Advisors LLC$9.9M0.43%
ENVESTNET ASSET MANAGEMENT INC$9.6M0.00%
SPINNAKER TRUST$9.6M0.53%
First International Bank of Israel Ltd.$9.2M2.70%
Peloton Wealth Strategists$9.2M3.70%
CITADEL ADVISORS LLC$8.8M0.00%
Cornerstone Planning, LLC$8.4M1.90%
Stratos Wealth Partners, LTD.$7.9M0.09%
Guidance Point Advisors, LLC$7.5M1.78%
ARCADIA INVESTMENT ADVISORS LLC$7.5M3.53%
Allworth Financial LP$7.3M0.03%
LBMC INVESTMENT ADVISORS, LLC$7.2M0.44%
Envision Financial Planning, LLC$7.1M2.55%
Praetorian Wealth Management, Inc.$6.7M1.28%
J.W. COLE ADVISORS, INC.$6.5M0.22%
Equitable Holdings, Inc.$6.5M0.04%
Parallel Advisors, LLC$6.5M0.12%
InvesTrust$6.4M2.67%
Beacon Pointe Advisors, LLC$6.2M0.03%
IFP Advisors, Inc$6.2M0.13%
CWM, LLC$6.1M0.02%
Penobscot Investment Management Company, Inc.$6.1M0.48%
OneDigital Investment Advisors LLC$5.7M0.06%
HAMEL ASSOCIATES, INC.$5.7M1.64%
Signature Wealth Management Group$5.7M2.17%
Atlantic Union Bankshares Corp$5.6M0.11%
Krilogy Financial LLC$5.3M0.17%
HANCOCK WHITNEY CORP$5.2M0.09%
Atria Investments, Inc$5.2M0.06%
Houlihan Financial Resource Group, Ltd.$5.2M2.02%
Strid Group, LLC$5.2M0.64%
Snowden Capital Advisors LLC$5.1M0.14%
Winthrop Partners - WNY, LLC$5.1M2.70%
Cambridge Investment Research Advisors, Inc.$4.8M0.01%
Merit Financial Group, LLC$4.8M0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.8M0.00%
Cetera Investment Advisers$4.6M0.00%
UNITED CAPITAL FINANCIAL ADVISORS, LLC$4.6M0.03%
VIRGINIA WEALTH MANAGEMENT GROUP, INC.$4.6M2.48%
Cherry Tree Wealth Management, LLC$4.6M0.96%
REGIONS FINANCIAL CORP$4.5M0.03%
Sowell Financial Services LLC$4.5M0.17%
Leo Wealth, LLC$4.4M0.32%
Chicago Partners Investment Group LLC$4.4M0.10%
4Thought Financial Group Inc.$4.3M2.15%
Cornell Pochily Investment Advisors, Inc.$4.3M1.27%
MEMBERS WEALTH LLC$4.3M2.56%
Janney Montgomery Scott LLC$4.3M0.01%
Crews Bank & Trust$4.3M0.62%
JPMORGAN CHASE & CO$4.3M0.00%
Newman Dignan & Sheerar, Inc.$4.2M0.89%
Mariner, LLC$4.2M0.00%
OSAIC HOLDINGS, INC.$4.1M0.01%
Syntegra Private Wealth Group, LLC$4.1M0.39%
Wilkins Miller Wealth Management, LLC$4.1M2.48%
Kesler, Norman & Wride, LLC$4.0M0.69%
Rossmore Private Capital$4.0M0.35%
EIGHT 31 FINANCIAL, LLC$4.0M2.39%
SONATA CAPITAL GROUP INC$3.8M1.42%
Integrated Wealth Concepts LLC$3.7M0.03%
JONES FINANCIAL COMPANIES LLLP$3.7M0.00%
Whalen Wealth Management Inc.$3.6M1.95%
PRECEDENT WEALTH PARTNERS, LLC$3.5M0.71%
ADIRONDACK TRUST CO$3.5M1.19%
LFA - Lugano Financial Advisors SA$3.5M1.78%
HARBOR ADVISORY CORP /MA/$3.5M1.04%
Heartland Bank & Trust Co$3.5M0.78%
Valmark Advisers, Inc.$3.4M0.04%
FULTON BREAKEFIELD BROENNIMAN LLC$3.4M0.22%
Laurel Wealth Advisors LLC$3.4M0.33%
LITTLEJOHN FINANCIAL SERVICES, INC.$3.3M2.52%
Composition Wealth, LLC$3.3M0.05%
Stonebrook Private Inc.$3.3M0.70%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$3.3M0.05%
BEESE FULMER INVESTMENT MANAGEMENT, INC.$3.3M0.21%
Godshalk Welsh Capital Management, Inc.$3.1M1.79%
MML INVESTORS SERVICES, LLC$3.0M0.01%
FourThought Financial Partners, LLC$2.9M0.25%
LifePlan Financial, LLC$2.9M2.11%
MONECO ADVISORS, LLC$2.8M0.22%
Roble, Belko & Company, Inc$2.8M0.35%
4J Wealth Management LLC$2.8M1.57%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.7M0.01%
EP Wealth Advisors, LLC$2.7M0.01%
FIFTH THIRD BANCORP$2.7M0.00%
Marathon Mission, Inc.$2.7M1.55%
Belpointe Asset Management LLC$2.6M0.10%
JANE STREET GROUP, LLC$2.6M0.00%
Madden Advisory Services, Inc.$2.5M0.99%