αAlphaSMO

Institutions Holding IBMO (192 holders)

192 institutions currently hold IBMO, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
BANK OF AMERICA CORP /DE/$50.9M0.00%
MERCER GLOBAL ADVISORS INC /ADV$40.4M0.06%
Rossmore Private Capital$37.0M3.25%
US BANCORP \DE\$16.5M0.02%
Lido Advisors, LLC$14.6M0.04%
LBMC INVESTMENT ADVISORS, LLC$13.5M0.82%
WELLS FARGO & COMPANY/MN$11.9M0.00%
Kathmere Capital Management, LLC$11.8M0.73%
LPL Financial LLC$10.4M0.00%
Hills Bank & Trust Co$10.0M0.48%
UBS Group AG$9.8M0.00%
Integrated Wealth Concepts LLC$9.4M0.07%
MORGAN STANLEY$8.5M0.00%
Covington Investment Advisors Inc.$8.3M1.22%
Paradiem, LLC$7.5M1.66%
HighTower Advisors, LLC$6.9M0.01%
LEAVELL INVESTMENT MANAGEMENT, INC.$6.6M0.27%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.5M0.00%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$5.9M0.09%
Sound View Wealth Advisors Group, LLC$5.8M0.40%
Praetorian Wealth Management, Inc.$5.5M1.05%
CENTRAL TRUST Co$5.3M0.10%
Cyndeo Wealth Partners, LLC$4.9M0.26%
HOWLAND CAPITAL MANAGEMENT LLC$4.7M0.19%
ENVESTNET ASSET MANAGEMENT INC$4.7M0.00%
RAYMOND JAMES FINANCIAL INC$4.6M0.00%
UNITED CAPITAL FINANCIAL ADVISORS, LLC$4.3M0.03%
COMMONWEALTH EQUITY SERVICES, LLC$4.0M0.01%
Beacon Pointe Advisors, LLC$3.6M0.02%
Quantum Financial Advisors, LLC$3.4M0.38%
PSI Advisors, LLC$3.4M0.81%
COLDSTREAM CAPITAL MANAGEMENT INC$3.3M0.04%
Sanctuary Advisors, LLC$2.7M0.01%
Wick Capital Partners, LLC$2.7M0.49%
ASSETMARK, INC$2.7M0.01%
NorthCoast Asset Management LLC$2.6M0.06%
Cetera Investment Advisers$2.5M0.00%
MOSELEY INVESTMENT MANAGEMENT INC$2.5M0.79%
Parkway Wealth Management Group, LLC$2.5M0.31%
SONATA CAPITAL GROUP INC$2.5M0.90%
Atwater Malick LLC$2.3M0.62%
AMERIPRISE FINANCIAL INC$2.3M0.00%
CWM, LLC$2.2M0.01%
Valmark Advisers, Inc.$2.1M0.02%
Wolfstich Capital, LLC$2.0M1.77%
STIFEL FINANCIAL CORP$1.9M0.00%
IHT Wealth Management, LLC$1.9M0.05%
Kastel Capital Advisors, LLC$1.9M1.19%
BLUE SQUARE ASSET MANAGEMENT, LLC$1.9M0.91%
JANE STREET GROUP, LLC$1.9M0.00%
New England Private Wealth Advisors LLC$1.9M0.22%
Focus Partners Wealth$1.8M0.00%
Granite Harbor Advisors, Inc.$1.7M0.75%
KESTRA PRIVATE WEALTH SERVICES, LLC$1.7M0.02%
OSAIC HOLDINGS, INC.$1.5M0.00%
ROYAL BANK OF CANADA$1.5M0.00%
RIA Advisory Group LLC$1.5M0.36%
Capital Investment Advisors, LLC$1.5M0.02%
PHILLIPS FINANCIAL MANAGEMENT, LLC$1.5M0.11%
Clearstead Advisors, LLC$1.5M0.01%
Financial Engines Advisors L.L.C.$1.4M0.00%
Glenview Trust Co$1.4M0.02%
Scissortail Wealth Management, LLC$1.4M0.28%
OneDigital Investment Advisors LLC$1.4M0.01%
Lantz Financial LLC$1.4M0.28%
Evergreen Private Wealth LLC$1.3M0.54%
SPINNAKER TRUST$1.3M0.07%
Signature Wealth Management Group$1.3M0.50%
Aspen Wealth Management LLC$1.2M0.25%
SUMMITPOINT CAPITAL MANAGEMENT$1.2M1.50%
GC Wealth Management RIA, LLC$1.2M0.05%
O'Domhnaill Enterprises, Inc.$1.1M0.91%
REGIONS FINANCIAL CORP$1.1M0.01%
Brookstone Capital Management$1.1M0.01%
DEUTSCHE BANK AG\$1.1M0.00%
Atlantic Union Bankshares Corp$1.0M0.02%
Modern Wealth Management, LLC$969.4K0.02%
Godshalk Welsh Capital Management, Inc.$961.1K0.56%
Stratos Wealth Partners, LTD.$940.8K0.01%
POSTROCK PARTNERS LLC$939.5K0.43%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$927.2K0.00%
JAMES INVESTMENT RESEARCH, INC.$918.5K0.10%
Prism Advisors, Inc.$914.1K0.24%
Strid Group, LLC$898.7K0.11%
Baird Financial Group, Inc.$897.1K0.00%
HEFFERNAN ADVISORY, INC$837.2K0.78%
IFP Advisors, Inc$827.7K0.02%
JPMORGAN CHASE & CO$827.6K0.00%
Crews Bank & Trust$818.7K0.12%
Snowden Capital Advisors LLC$812.5K0.02%
Mariner, LLC$778.2K0.00%
Investment Research Partners LLC$775.5K0.32%
Avail Investment Partners, LLC$775.0K0.83%
Cambridge Investment Research Advisors, Inc.$772.0K0.00%
Roof Eidam Maycock Peralta, LLC$765.1K0.18%
FLOW TRADERS U.S. LLC$721.0K0.02%
CFS Investment Advisory Services, LLC$715.1K0.05%
Resonant Capital Advisors, LLC$703.8K0.04%
First National Trust Co$701.5K0.02%
Financial Advisory Corp$642.9K0.09%
Parallel Advisors, LLC$635.8K0.01%
Foundry Financial Group, Inc.$633.4K0.31%
10Elms LLP$630.3K0.40%
Composition Wealth, LLC$617.4K0.01%
Newman Dignan & Sheerar, Inc.$602.6K0.13%
Eldridge Investment Advisors, Inc.$590.8K0.13%
SMITH, MOORE & CO.$561.3K0.04%
GOULD ASSET MANAGEMENT LLC /CA/$559.1K0.10%
SENTINEL PENSION ADVISORS, LLC$556.3K0.08%
Mills Wealth Advisors LLC$539.0K0.19%
SILVERLAKE WEALTH MANAGEMENT LLC$534.7K0.11%
RIVERCHASE WEALTH MANAGEMENT, LLC$529.8K0.28%
CAPTRUST FINANCIAL ADVISORS$511.5K0.00%
First Affirmative Financial Network$508.2K0.20%
Princeton Global Asset Management LLC$508.1K0.08%
Creative Planning$500.9K0.00%
Sovereign Financial Group, Inc.$499.8K0.09%
WealthBridge Capital Management, LLC$451.9K0.10%
Red Tortoise LLC$448.8K0.19%
Private Advisor Group, LLC$448.4K0.00%
SAX WEALTH ADVISORS, LLC$391.1K0.02%
Atria Investments, Inc$382.2K0.00%
&PARTNERS$380.5K0.00%
TWO SIGMA SECURITIES, LLC$379.7K0.04%
MV CAPITAL MANAGEMENT, INC.$366.6K0.04%
HRT FINANCIAL LP$350.0K0.00%
SHUFRO ROSE & CO LLC$348.6K0.02%
Avantax Planning Partners, Inc.$339.1K0.01%
CONFLUENCE INVESTMENT MANAGEMENT LLC$337.0K0.01%
Balefire, LLC$326.7K0.06%
Belpointe Asset Management LLC$326.6K0.01%
CORA CAPITAL ADVISORS LLC$320.4K0.11%
Archford Capital Strategies, LLC$308.3K0.04%
Trust Co$301.3K0.03%
Janney Montgomery Scott LLC$301.0K0.00%
Rockefeller Capital Management L.P.$299.8K0.00%
ALTERNA WEALTH MANAGEMENT, INC$297.2K0.23%
EP Wealth Advisors, LLC$294.5K0.00%
CITADEL ADVISORS LLC$288.5K0.00%
Krilogy Financial LLC$285.1K0.01%
Downshift Financial, LLC$283.0K0.15%
Peloton Wealth Strategists$282.0K0.11%
MONECO ADVISORS, LLC$279.2K0.02%
FF Advisors,LLC$275.1K0.11%
Commonwealth Financial Services, LLC$267.2K0.04%
Accretive Wealth Partners, LLC$266.1K0.07%
CARY STREET PARTNERS FINANCIAL LLC$262.6K0.01%
Juno Financial Group LLC$260.9K0.10%
Wealthspire Advisors, LLC$259.7K0.00%
COOPER/HAIMS ADVISORS, LLC$256.3K0.12%