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Institutions Holding IBDX (219 holders)

219 institutions currently hold IBDX, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
Aptus Capital Advisors, LLC$160.3M1.26%
Capital Investment Advisors, LLC$84.2M1.23%
MORGAN STANLEY$73.5M0.00%
WELLS FARGO & COMPANY/MN$71.1M0.01%
CAPITAL ADVISORS INC/OK$70.5M1.13%
BANK OF AMERICA CORP /DE/$61.7M0.00%
Summit Financial, LLC$40.0M0.51%
SIGMA INVESTMENT COUNSELORS INC$38.2M2.02%
UBS Group AG$29.6M0.00%
Klingman & Associates, LLC$27.3M1.31%
Seven Springs Wealth Group, LLC$26.8M6.20%
ROYAL BANK OF CANADA$25.7M0.00%
AMERIPRISE FINANCIAL INC$25.5M0.01%
Sound View Wealth Advisors Group, LLC$22.9M1.56%
US BANCORP \DE\$21.9M0.03%
HighTower Advisors, LLC$21.6M0.02%
Advisors Capital Management, LLC$21.2M0.25%
MV CAPITAL MANAGEMENT, INC.$19.5M1.92%
COWA, LLC$18.4M4.97%
RAYMOND JAMES FINANCIAL INC$18.3M0.01%
Arrow Financial Corp$15.5M1.56%
PFG Private Wealth Management, LLC$13.9M5.89%
MB, LEVIS & ASSOCIATES, LLC$13.2M5.50%
Rockefeller Capital Management L.P.$13.1M0.02%
COMMONWEALTH EQUITY SERVICES, LLC$12.9M0.02%
LPL Financial LLC$12.9M0.00%
Parkway Wealth Management Group, LLC$10.1M1.28%
Janney Montgomery Scott LLC$10.0M0.02%
Ironwood Financial, llc$9.6M1.68%
Cornerstone Planning, LLC$9.4M2.12%
Atlantic Union Bankshares Corp$8.8M0.17%
Guidance Point Advisors, LLC$8.0M1.89%
Probity Advisors, Inc.$7.7M1.22%
Snowden Capital Advisors LLC$7.4M0.20%
LYELL WEALTH MANAGEMENT, LP$6.7M0.49%
MCF Advisors LLC$6.4M0.28%
Parallel Advisors, LLC$6.2M0.11%
Lido Advisors, LLC$6.1M0.02%
HANCOCK WHITNEY CORP$6.1M0.11%
Krilogy Financial LLC$5.6M0.18%
Marathon Mission, Inc.$5.5M3.19%
4Thought Financial Group Inc.$5.2M2.56%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.7M0.00%
HOWLAND CAPITAL MANAGEMENT LLC$4.7M0.19%
ENVESTNET ASSET MANAGEMENT INC$4.6M0.00%
KINTRA WEALTH, LLC$4.5M0.32%
BENJAMIN EDWARDS INC$4.5M0.04%
OneDigital Investment Advisors LLC$4.3M0.04%
Signature Wealth Management Group$4.3M1.63%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.3M0.00%
RWA WEALTH PARTNERS, LLC$4.1M0.05%
Praetorian Wealth Management, Inc.$4.0M0.77%
CWM, LLC$3.9M0.01%
NEUBERGER BERMAN GROUP LLC$3.6M0.00%
Glenview Trust Co$3.6M0.06%
Evergreen Private Wealth LLC$3.5M1.41%
PRECEDENT WEALTH PARTNERS, LLC$3.5M0.70%
Peloton Wealth Strategists$3.4M1.36%
ADIRONDACK TRUST CO$3.3M1.10%
Paradigm, Strategies in Wealth Management, LLC$3.0M2.07%
Kestra Advisory Services, LLC$3.0M0.01%
Seneca House Advisors$3.0M1.19%
MERCER GLOBAL ADVISORS INC /ADV$3.0M0.00%
Arcataur Capital Management LLC$2.6M0.73%
Houlihan Financial Resource Group, Ltd.$2.6M1.02%
GOLDMAN SACHS GROUP INC$2.4M0.00%
Stonebrook Private Inc.$2.4M0.51%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.3M0.00%
Segment Wealth Management, LLC$2.2M0.13%
Rossmore Private Capital$2.2M0.19%
Archford Capital Strategies, LLC$2.1M0.25%
ABSOLUTE CAPITAL MANAGEMENT, LLC$2.1M0.71%
IFP Advisors, Inc$2.1M0.04%
CENTRAL TRUST Co$2.1M0.04%
First National Trust Co$2.0M0.07%
FULTON BREAKEFIELD BROENNIMAN LLC$2.0M0.13%
Mariner, LLC$2.0M0.00%
WRAPMANAGER INC$1.9M0.67%
Centric Wealth Management$1.9M0.38%
Winthrop Partners - WNY, LLC$1.9M1.01%
Cetera Investment Advisers$1.9M0.00%
Roble, Belko & Company, Inc$1.8M0.23%
OSAIC HOLDINGS, INC.$1.8M0.00%
UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.8M0.01%
Associated Banc-Corp$1.8M0.05%
Wilkins Miller Wealth Management, LLC$1.7M1.03%
MEITAV INVESTMENT HOUSE LTD$1.6M0.02%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$1.6M0.02%
LBMC INVESTMENT ADVISORS, LLC$1.5M0.09%
OPPENHEIMER & CO INC$1.4M0.02%
Chesley Taft & Associates LLC$1.4M0.06%
COLDSTREAM CAPITAL MANAGEMENT INC$1.4M0.02%
BEACON FINANCIAL GROUP$1.3M0.13%
NovaPoint Capital, LLC$1.3M0.33%
McGlone Suttner Wealth Management, Inc.$1.2M0.17%
J.W. COLE ADVISORS, INC.$1.2M0.04%
Venture Visionary Partners LLC$1.2M0.04%
10Elms LLP$1.1M0.69%
Montecito Bank & Trust$1.1M0.18%
First Interstate Bank$1.1M0.06%
Sanctuary Advisors, LLC$1.1M0.01%
REDW Wealth LLC$994.0K0.40%
LITTLE HOUSE CAPITAL LLC$989.4K0.26%
Gilbert & Cook, Inc.$982.5K0.13%
SONATA CAPITAL GROUP INC$963.9K0.36%
Private Advisor Group, LLC$944.3K0.00%
Freestone Capital Holdings, LLC$941.2K0.03%
Beacon Pointe Advisors, LLC$927.6K0.00%
Princeton Global Asset Management LLC$907.4K0.15%
Reliant Wealth Planning$869.8K0.26%
Gradient Capital Advisors, LLC$867.5K0.22%
Equitable Holdings, Inc.$845.1K0.01%
CITADEL ADVISORS LLC$787.4K0.00%
Jacobi Capital Management LLC$752.1K0.04%
Clearstead Advisors, LLC$735.9K0.01%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$718.9K0.00%
STIFEL FINANCIAL CORP$717.2K0.00%
Quantum Financial Advisors, LLC$706.4K0.08%
FOCUSED ALPHA, LLC$698.8K0.22%
Stokes Family Office, LLC$690.6K0.07%
CAPTRUST FINANCIAL ADVISORS$690.2K0.00%
Sterling Investment Advisors, Ltd.$652.6K0.12%
DecisionMap Wealth Management, LLC$636.1K0.41%
HEADINVEST, LLC$632.7K0.13%
Belpointe Asset Management LLC$626.1K0.02%
Valmark Advisers, Inc.$617.0K0.01%
CFO CAPITAL MANAGEMENT LLC$611.4K0.50%
FIFTH THIRD BANCORP$598.8K0.00%
Breachway Investments LLC$583.1K0.56%
HAMEL ASSOCIATES, INC.$552.9K0.16%
ROMANO BROTHERS AND COMPANY$550.7K0.06%
Creative Planning$544.3K0.00%
Sarver Vrooman Wealth Advisors$542.3K0.33%
FourThought Financial Partners, LLC$530.9K0.05%
Cherry Tree Wealth Management, LLC$517.3K0.11%
Sowell Financial Services LLC$498.4K0.02%
Gryphon Financial Partners LLC$488.0K0.05%
KESTRA PRIVATE WEALTH SERVICES, LLC$475.4K0.01%
Advisory Services Network, LLC$469.1K0.01%
XML Financial, LLC$463.9K0.04%
Focus Partners Wealth$462.4K0.00%
LEAVELL INVESTMENT MANAGEMENT, INC.$457.5K0.02%
Cambridge Investment Research Advisors, Inc.$451.0K0.00%
SPINNAKER TRUST$444.3K0.02%
Addison Advisors LLC$435.2K0.10%
Van Hulzen Asset Management, LLC$423.1K0.03%
JONES FINANCIAL COMPANIES LLLP$420.6K0.00%
Redwood Financial Network Corp$416.8K0.27%
Dorsey & Whitney Trust CO LLC$404.3K0.02%
Mutual Advisors, LLC$394.9K0.01%