Institutions Starting with "I" (365 funds)
365 institutions currently have names starting with "I", ranked below by AUM.
IL
Invesco Ltd.
CIK 0000914208
Total reported value
$1.3T
23,395 stks
2026-06-30
Concentration5.1
Portfolio Stability100.0
Sector conviction74.8
View detail
IL
IMC-Chicago, LLC
CIK 0001452861
Total reported value
$418.7B
6,776 stks
2026-06-30
Concentration7.5
Portfolio Stability49.6
Sector conviction100.0
View detail
IC
Ieq Capital, LLC
CIK 0001779789
Total reported value
$21.7B
2,393 stks
2026-06-30
Concentration4.1
Portfolio Stability33.3
Sector conviction56.8
View detail
IG
Ing Groep NV
CIK 0001039765
Total reported value
$20.5B
514 stks
2026-06-30
Concentration7.6
Portfolio Stability53.6
Sector conviction73.4
View detail
II
I.g. Investment Management, LTD.
CIK 0000898581
Total reported value
$19.5B
426 stks
2017-09-30
Stale — no recent filing
Concentration11.5
Portfolio Stability21.2
Sector conviction47.8
View detail
II
IFM Investors Pty Ltd
CIK 0001698246
Total reported value
$16.0B
631 stks
2026-09-30
Concentration8.3
Portfolio Stability16.5
Sector conviction63.1
View detail
IA
Impax Asset Management Group plc
CIK 0001749768
Total reported value
$15.4B
284 stks
2026-06-30
Concentration7.2
Portfolio Stability29.4
Sector conviction78.6
View detail
IW
Integrated Wealth Concepts LLC
CIK 0001737109
Total reported value
$15.3B
2,404 stks
2026-06-30
Concentration2.2
Portfolio Stability26.2
Sector conviction56.9
View detail
IF
Independent Franchise Partners LLP
CIK 0001483866
Total reported value
$15.2B
26 stks
2026-06-30
Concentration21.1
Portfolio Stability13.2
Sector conviction53.8
View detail
IM
Ilmarinen Mutual Pension Insurance Co
CIK 0001661580
Total reported value
$14.8B
445 stks
2026-06-30
Concentration27.1
Portfolio Stability23.0
Sector conviction64.7
View detail
IA
Investor AB
CIK 0000889232
Total reported value
$14.4B
7 stks
2026-06-30
Concentration100.0
Portfolio Stability4.9
Sector conviction100.0
View detail
II
Intech Investment Management LLC
CIK 0001086318
Total reported value
$10.9B
2,664 stks
2026-06-30
Concentration5.0
Portfolio Stability33.8
Sector conviction52.0
View detail
IM
Illinois Municipal Retirement Fund
CIK 0001541910
Total reported value
$8.9B
1,120 stks
2026-06-30
Concentration2.7
Portfolio Stability31.0
Sector conviction42.9
View detail
Icahn Carl C
CIK 0000921669
Total reported value
$8.3B
18 stks
2026-06-30
Concentration100.0
Portfolio Stability12.3
Sector conviction88.3
View detail
IL
Irish Life Investment Managers Ltd.
CIK 0001427274
Total reported value
$7.9B
1,955 stks
2013-06-30
Stale — no recent filing
Concentration2.7
Portfolio Stability0.0
Sector conviction43.7
View detail
IM
Investment Management Corp of Ontario
CIK 0001811568
Total reported value
$7.9B
657 stks
2026-06-30
Concentration5.2
Portfolio Stability21.1
Sector conviction49.6
View detail
IC
Institutional Capital LLC
CIK 0000050672
Total reported value
$6.7B
145 stks
2016-12-31
Stale — no recent filing
Concentration11.7
Portfolio Stability50.0
Sector conviction61.2
View detail
IA
IFP Advisors, Inc
CIK 0001641866
Total reported value
$5.9B
5,256 stks
2026-09-30
Concentration1.9
Portfolio Stability18.4
Sector conviction57.5
View detail
IF
Independent Financial Group, LLC
CIK 0000275484
Total reported value
$5.5B
1,579 stks
2026-09-30
Concentration4.3
Portfolio Stability17.4
Sector conviction100.0
View detail
IU
Itau Unibanco Holding S.A.
CIK 0001132597
Total reported value
$5.3B
479 stks
2026-06-30
Concentration13.3
Portfolio Stability72.7
Sector conviction56.3
View detail
IC
Ilex Capital Partners
CIK 0001985486
Total reported value
$4.9B
147 stks
2026-06-30
Concentration12.9
Portfolio Stability100.0
Sector conviction56.0
View detail
IW
IHT Wealth Management, LLC
CIK 0001697490
Total reported value
$4.7B
1,392 stks
2026-06-30
Concentration2.6
Portfolio Stability32.3
Sector conviction58.0
View detail
IC
Investment Counselors Of Maryland LLC
CIK 0000051964
Total reported value
$4.4B
161 stks
2021-06-30
Stale — no recent filing
Concentration0.0
Portfolio Stability94.0
Sector conviction0.0
View detail
IA
Independent Advisor Alliance
CIK 0001696899
Total reported value
$4.3B
1,778 stks
2026-06-30
Concentration10.3
Portfolio Stability97.7
Sector conviction68.7
View detail
IC
InterOcean Capital Group, LLC
CIK 0001841616
Total reported value
$4.2B
506 stks
2024-03-31
Stale — no recent filing
Concentration6.8
Portfolio Stability0.0
Sector conviction40.9
View detail
IA
Impax Asset Management LTD
CIK 0001428948
Total reported value
$4.1B
65 stks
2018-06-30
Stale — no recent filing
Concentration10.7
Portfolio Stability13.2
Sector conviction100.0
View detail
IV
IA Venture Strategies Fund II, LP
CIK 0001530237
Total reported value
$4.1B
2 stks
2025-12-31
Stale — no recent filing
Concentration100.0
Portfolio Stability100.0
Sector conviction0.0
View detail
ID
Integral Derivatives, LLC
CIK 0001451428
Total reported value
$4.1B
660 stks
2018-03-31
Stale — no recent filing
Concentration100.0
Portfolio Stability45.7
Sector conviction61.7
View detail
IP
Interval Partners, LP
CIK 0001590228
Total reported value
$3.9B
298 stks
2026-06-30
Concentration5.0
Portfolio Stability93.7
Sector conviction83.4
View detail
I&
Ingalls & Snyder LLC
CIK 0001041885
Total reported value
$3.7B
478 stks
2026-06-30
Concentration19.3
Portfolio Stability36.0
Sector conviction48.3
View detail
II
Intact Investment Management Inc.
CIK 0001443077
Total reported value
$3.5B
274 stks
2026-06-30
Concentration6.5
Portfolio Stability42.3
Sector conviction45.1
View detail
ICONIQ Capital, LLC
CIK 0001569709
Total reported value
$3.5B
89 stks
2026-06-30
Concentration57.2
Portfolio Stability50.1
Sector conviction100.0
View detail
IA
Integrity Alliance, LLC.
CIK 0001352260
Total reported value
$3.2B
858 stks
2026-06-30
Concentration4.3
Portfolio Stability30.8
Sector conviction54.6
View detail
II
Ignis Investment Services Ltd
CIK 0001536355
Total reported value
$3.0B
93 stks
2014-06-30
Stale — no recent filing
Concentration5.8
Portfolio Stability47.8
Sector conviction55.0
View detail
IC
Innovator Capital Management, LLC
CIK 0001708237
Total reported value
$2.9B
8 stks
2026-06-30
Concentration100.0
Portfolio Stability100.0
Sector conviction100.0
View detail
IS
Intesa Sanpaolo S.p.A.
CIK 0001374384
Total reported value
$2.9B
237 stks
2026-06-30
Concentration50.3
Portfolio Stability77.2
Sector conviction64.6
View detail
IA
IFG Advisory, LLC
CIK 0001728319
Total reported value
$2.9B
2,363 stks
2026-06-30
Concentration2.2
Portfolio Stability100.0
Sector conviction49.9
View detail
IA
IndexIQ Advisors LLC
CIK 0001415996
Total reported value
$2.8B
1,373 stks
2022-03-31
Stale — no recent filing
Concentration4.6
Portfolio Stability0.0
Sector conviction62.4
View detail
IA
Insigneo Advisory Services, LLC
CIK 0001964958
Total reported value
$2.7B
1,105 stks
2026-06-30
Concentration6.2
Portfolio Stability67.2
Sector conviction76.6
View detail
IP
Innovative Portfolios
CIK 0001860981
Total reported value
$2.5B
51 stks
2021-12-31
Stale — no recent filing
Concentration100.0
Portfolio Stability0.0
Sector conviction78.2
View detail
IH
Integral Health Asset Management, LLC
CIK 0001773206
Total reported value
$2.5B
92 stks
2026-06-30
Concentration15.1
Portfolio Stability63.5
Sector conviction100.0
View detail
IF
Index Fund Advisors, Inc.
CIK 0001665097
Total reported value
$2.5B
135 stks
2026-06-30
Concentration48.0
Portfolio Stability13.5
Sector conviction56.3
View detail
II
Inspire Investing, LLC
CIK 0001670139
Total reported value
$2.4B
1,266 stks
2026-06-30
Concentration2.7
Portfolio Stability100.0
Sector conviction53.0
View detail
II
Intermede Investment Partners Ltd
CIK 0001664713
Total reported value
$2.4B
30 stks
2026-06-30
Concentration18.0
Portfolio Stability24.9
Sector conviction65.7
View detail
IH
Investment House LLC
CIK 0001566030
Total reported value
$2.2B
221 stks
2026-06-30
Concentration9.1
Portfolio Stability27.2
Sector conviction59.0
View detail
IA
Integrated Advisors Network LLC
CIK 0001660177
Total reported value
$2.2B
679 stks
2026-06-30
Concentration4.1
Portfolio Stability33.5
Sector conviction57.6
View detail
IV
Index Venture Associates VI Ltd
CIK 0001755035
Total reported value
$2.1B
3 stks
2026-06-30
Concentration100.0
Portfolio Stability21.1
Sector conviction100.0
View detail
IC
Irenic Capital Management LP
CIK 0001929389
Total reported value
$2.1B
49 stks
2026-06-30
Concentration29.7
Portfolio Stability57.7
Sector conviction91.5
View detail
IP
Invictus Private Wealth, LLC
CIK 0001939208
Total reported value
$1.9B
86 stks
2026-06-30
Concentration32.8
Portfolio Stability18.7
Sector conviction86.5
View detail
IC
Inverness Counsel LLC /ny/
CIK 0000866361
Total reported value
$1.8B
187 stks
2022-09-30
Stale — no recent filing
Concentration14.6
Portfolio Stability0.0
Sector conviction57.4
View detail
IP
Indivisible Partners
CIK 0002098400
Total reported value
$1.8B
638 stks
2026-06-30
Concentration21.1
Portfolio Stability53.3
Sector conviction96.9
View detail
IC
Infrastructure Capital Advisors, LLC
CIK 0001621802
Total reported value
$1.7B
201 stks
2026-06-30
Concentration28.8
Portfolio Stability35.1
Sector conviction84.8
View detail
IA
Impax Asset Management LLC
CIK 0001127990
Total reported value
$1.7B
228 stks
2018-06-30
Stale — no recent filing
Concentration4.0
Portfolio Stability31.8
Sector conviction54.5
View detail
IC
Invenomic Capital Management LP
CIK 0001769456
Total reported value
$1.7B
116 stks
2026-06-30
Concentration6.6
Portfolio Stability72.0
Sector conviction66.3
View detail
IA
International Assets Investment Management, LLC
CIK 0001818604
Total reported value
$1.7B
2,359 stks
2026-06-30
Concentration4.3
Portfolio Stability25.0
Sector conviction64.2
View detail
IW
Icon Wealth Advisors, LLC
CIK 0001963212
Total reported value
$1.7B
420 stks
2026-06-30
Concentration10.4
Portfolio Stability0.0
Sector conviction52.8
View detail
IC
IronBridge Capital Management LP
CIK 0001273960
Total reported value
$1.7B
186 stks
2017-03-31
Stale — no recent filing
Concentration3.9
Portfolio Stability49.3
Sector conviction54.1
View detail
IL
Investure, LLC
CIK 0001476993
Total reported value
$1.6B
17 stks
2026-06-30
Concentration58.4
Portfolio Stability34.6
Sector conviction100.0
View detail
IA
IMA Advisory Services, Inc.
CIK 0001455495
Total reported value
$1.6B
1,393 stks
2026-06-30
Concentration6.6
Portfolio Stability62.0
Sector conviction69.7
View detail
IF
ION Fund Management Ltd
CIK 0002105906
Total reported value
$1.6B
61 stks
2026-06-30
Concentration79.5
Portfolio Stability96.0
Sector conviction72.8
View detail
IE
Iq Eq Fund Management
CIK 0001620943
Total reported value
$1.6B
289 stks
2026-06-30
Concentration4.3
Portfolio Stability31.6
Sector conviction60.3
View detail
IA
Inspire Advisors, LLC
CIK 0001810558
Total reported value
$1.4B
729 stks
2026-06-30
Concentration10.8
Portfolio Stability38.3
Sector conviction50.1
View detail
IC
Impactive Capital LP
CIK 0001786767
Total reported value
$1.4B
8 stks
2026-06-30
Concentration69.8
Portfolio Stability29.1
Sector conviction92.4
View detail
IB
Intrust Bank NA
CIK 0001034771
Total reported value
$1.4B
747 stks
2026-06-30
Concentration20.5
Portfolio Stability18.6
Sector conviction52.6
View detail
IC
InterOcean Capital, LLC
CIK 0001537703
Total reported value
$1.3B
202 stks
2020-06-30
Stale — no recent filing
Concentration12.4
Portfolio Stability23.4
Sector conviction51.2
View detail
IH
Insight Holdings Group, LLC
CIK 0001305473
Total reported value
$1.3B
30 stks
2026-06-30
Concentration37.9
Portfolio Stability80.3
Sector conviction100.0
View detail
IW
Ibex Wealth Advisors
CIK 0001686242
Total reported value
$1.3B
209 stks
2026-06-30
Concentration10.2
Portfolio Stability38.3
Sector conviction73.6
View detail
IF
Institute for Wealth Management, LLC.
CIK 0001533954
Total reported value
$1.1B
1,770 stks
2026-06-30
Concentration9.1
Portfolio Stability29.2
Sector conviction85.4
View detail
IC
Inscription Capital, LLC
CIK 0001767868
Total reported value
$1.1B
791 stks
2026-06-30
Concentration5.0
Portfolio Stability29.9
Sector conviction47.5
View detail
IM
Informed Momentum Co LLC
CIK 0001510989
Total reported value
$1.1B
268 stks
2026-06-30
Concentration2.5
Portfolio Stability100.0
Sector conviction76.1
View detail
IF
Intrua Financial, LLC
CIK 0001812792
Total reported value
$1.1B
495 stks
2026-06-30
Concentration7.9
Portfolio Stability29.6
Sector conviction46.7
View detail
IC
Ironvine Capital Partners, LLC
CIK 0001730478
Total reported value
$1.1B
57 stks
2026-06-30
Concentration15.1
Portfolio Stability26.8
Sector conviction52.6
View detail
IG
Iron Gate Global Advisors LLC
CIK 0001131181
Total reported value
$1.0B
109 stks
2026-06-30
Concentration23.4
Portfolio Stability18.2
Sector conviction60.9
View detail
IP
Isthmus Partners, LLC
CIK 0001639666
Total reported value
$1.0B
226 stks
2026-06-30
Concentration5.3
Portfolio Stability26.1
Sector conviction47.0
View detail
IP
Impact Partnership Wealth, LLC
CIK 0001984555
Total reported value
$1.0B
456 stks
2026-06-30
Concentration15.1
Portfolio Stability56.2
Sector conviction49.9
View detail
IL
Invst, LLC
CIK 0001867587
Total reported value
$1.0B
359 stks
2026-06-30
Concentration7.1
Portfolio Stability35.9
Sector conviction44.6
View detail
IW
Insight Wealth Strategies, LLC
CIK 0001749914
Total reported value
$1.0B
194 stks
2026-09-30
Concentration6.7
Portfolio Stability38.0
Sector conviction68.6
View detail
IW
IAG Wealth Partners, LLC
CIK 0001827261
Total reported value
$1.0B
508 stks
2026-06-30
Concentration11.5
Portfolio Stability14.5
Sector conviction44.7
View detail
IA
Infinitum Asset Management, LLC
CIK 0002058093
Total reported value
$983.2M
20 stks
2026-06-30
Concentration46.1
Portfolio Stability41.0
Sector conviction100.0
View detail
IA
Integrity Advisory Solutions, LLC
CIK 0002057931
Total reported value
$971.7M
336 stks
2026-06-30
Concentration16.1
Portfolio Stability0.0
Sector conviction57.2
View detail
IE
Intrinsic Edge Capital Management LLC
CIK 0001671754
Total reported value
$967.4M
120 stks
2026-06-30
Concentration7.2
Portfolio Stability88.0
Sector conviction78.4
View detail
IC
Ikarian Capital, LLC
CIK 0001778253
Total reported value
$928.2M
156 stks
2026-06-30
Concentration14.7
Portfolio Stability92.1
Sector conviction100.0
View detail
IP
ICICI Prudential Asset Management Co Ltd
CIK 0001697850
Total reported value
$913.2M
157 stks
2026-06-30
Concentration6.4
Portfolio Stability0.0
Sector conviction78.4
View detail
IA
Ion Asset Management Ltd.
CIK 0001603837
Total reported value
$910.6M
67 stks
2025-09-30
Stale — no recent filing
Concentration20.5
Portfolio Stability86.7
Sector conviction100.0
View detail
IB
Independence Bank of Kentucky
CIK 0001730479
Total reported value
$887.6M
589 stks
2026-06-30
Concentration9.2
Portfolio Stability0.0
Sector conviction48.6
View detail
IW
Inspirion Wealth Advisors, LLC
CIK 0001633448
Total reported value
$880.4M
188 stks
2026-09-30
Concentration20.8
Portfolio Stability7.5
Sector conviction93.1
View detail
IW
Icon Wealth Partners, LLC
CIK 0001718732
Total reported value
$880.2M
391 stks
2023-09-30
Stale — no recent filing
Concentration13.7
Portfolio Stability0.0
Sector conviction56.6
View detail
IT
Iron Triangle Partners LP
CIK 0001779763
Total reported value
$874.7M
27 stks
2025-12-31
Stale — no recent filing
Concentration17.9
Portfolio Stability100.0
Sector conviction100.0
View detail
IC
Iberiabank CORP
CIK 0000933141
Total reported value
$848.9M
211 stks
2020-06-30
Stale — no recent filing
Concentration6.2
Portfolio Stability22.6
Sector conviction49.8
View detail
IA
Intellus Advisors LLC
CIK 0002055137
Total reported value
$823.5M
134 stks
2026-06-30
Concentration17.1
Portfolio Stability16.7
Sector conviction67.4
View detail
IA
IFC Advisors LLC
CIK 0002053348
Total reported value
$787.6M
179 stks
2026-06-30
Concentration22.8
Portfolio Stability18.5
Sector conviction49.1
View detail
IA
Inr Advisory Services LLC
CIK 0001535477
Total reported value
$786.3M
81 stks
2019-03-31
Stale — no recent filing
Concentration61.2
Portfolio Stability11.9
Sector conviction75.8
View detail
IV
IA Venture Partners, LLC
CIK 0001684985
Total reported value
$785.3M
2 stks
2021-12-31
Stale — no recent filing
Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
IP
Ignite Planners, LLC
CIK 0001849348
Total reported value
$768.7M
682 stks
2026-09-30
Concentration4.3
Portfolio Stability25.6
Sector conviction67.6
View detail
IS
Independent Solutions Wealth Management, LLC
CIK 0001818391
Total reported value
$766.3M
194 stks
2026-06-30
Concentration16.8
Portfolio Stability22.5
Sector conviction73.7
View detail
II
Ironwood Investment Counsel, LLC
CIK 0001330463
Total reported value
$762.2M
269 stks
2026-06-30
Concentration5.8
Portfolio Stability0.0
Sector conviction52.2
View detail
IC
Icc Capital Management Inc/
CIK 0001002342
Total reported value
$760.3M
252 stks
2015-03-31
Stale — no recent filing
Concentration3.0
Portfolio Stability37.8
Sector conviction53.4
View detail
IW
Insight Wealth Partners, LLC
CIK 0001627003
Total reported value
$744.8M
135 stks
2026-06-30
Concentration100.0
Portfolio Stability16.0
Sector conviction79.8
View detail
IA
IFG Advisors, LLC
CIK 0001783412
Total reported value
$729.7M
161 stks
2026-09-30
Concentration20.7
Portfolio Stability7.5
Sector conviction87.6
View detail
IT
Inspire Trust Co, N.a.
CIK 0001993352
Total reported value
$727.3M
111 stks
2026-06-30
Concentration5.9
Portfolio Stability0.0
Sector conviction35.3
View detail
II
IPG Investment Advisors LLC
CIK 0001602237
Total reported value
$695.9M
269 stks
2026-06-30
Concentration7.8
Portfolio Stability39.7
Sector conviction74.4
View detail
IC
Ionic Capital Management LLC
CIK 0001386462
Total reported value
$690.3M
120 stks
2026-06-30
Concentration100.0
Portfolio Stability76.0
Sector conviction93.5
View detail
I&
Institutional & Family Asset Management, LLC
CIK 0001673815
Total reported value
$654.4M
748 stks
2024-06-30
Stale — no recent filing
Concentration9.5
Portfolio Stability0.0
Sector conviction37.6
View detail
IF
Ironwood Financial, llc
CIK 0001630360
Total reported value
$638.7M
179 stks
2026-06-30
Concentration12.5
Portfolio Stability17.3
Sector conviction80.2
View detail
IC
Intel CORP
CIK 0000050863
Total reported value
$620.6M
3 stks
2026-06-30
Concentration100.0
Portfolio Stability27.6
Sector conviction100.0
View detail
IV
International Value Advisers, LLC
CIK 0001456417
Total reported value
$615.1M
21 stks
2020-12-31
Stale — no recent filing
Concentration36.7
Portfolio Stability36.0
Sector conviction100.0
View detail
IQ
Integrated Quantitative Investments LLC
CIK 0002046834
Total reported value
$610.5M
373 stks
2026-06-30
Concentration5.2
Portfolio Stability88.6
Sector conviction75.7
View detail
IS
Iowa State Bank
CIK 0001546967
Total reported value
$591.7M
118 stks
2026-09-30
Concentration9.7
Portfolio Stability16.8
Sector conviction55.8
View detail
ID
Intelligence Driven Advisers, LLC
CIK 0001819955
Total reported value
$579.2M
134 stks
2026-09-30
Concentration29.5
Portfolio Stability16.4
Sector conviction100.0
View detail
IP
Intellectus Partners, LLC
CIK 0001677253
Total reported value
$578.0M
317 stks
2026-06-30
Concentration5.6
Portfolio Stability27.0
Sector conviction55.5
View detail
IR
Investors Research Corp
CIK 0001730630
Total reported value
$569.0M
790 stks
2026-09-30
Concentration7.5
Portfolio Stability10.7
Sector conviction33.9
View detail
IA
Insight Advisors, LLC/ PA
CIK 0001844880
Total reported value
$567.3M
241 stks
2026-06-30
Concentration23.8
Portfolio Stability15.4
Sector conviction99.9
View detail
IC
IDG China Capital Fund III Associates L.P.
CIK 0001649614
Total reported value
$564.0M
2 stks
2026-06-30
Concentration100.0
Portfolio Stability0.0
Sector conviction100.0
View detail
IG
Ithaka Group LLC
CIK 0001484043
Total reported value
$550.8M
40 stks
2026-06-30
Concentration16.9
Portfolio Stability48.5
Sector conviction97.0
View detail
IC
Interchange Capital Partners, LLC
CIK 0001845998
Total reported value
$531.7M
430 stks
2026-06-30
Concentration4.3
Portfolio Stability63.0
Sector conviction67.0
View detail
IA
Icon Advisers Inc/co
CIK 0001058470
Total reported value
$531.6M
195 stks
2026-06-30
Concentration3.9
Portfolio Stability55.4
Sector conviction43.6
View detail
IM
Investment Management Of Virginia LLC
CIK 0001009022
Total reported value
$526.5M
215 stks
2023-03-31
Stale — no recent filing
Concentration5.0
Portfolio Stability0.0
Sector conviction53.3
View detail
II
Independent Investors Inc
CIK 0001121908
Total reported value
$523.6M
73 stks
2026-06-30
Concentration100.0
Portfolio Stability0.0
Sector conviction100.0
View detail
IC
Investors Capital Advisory Services
CIK 0001427271
Total reported value
$521.3M
1,060 stks
2016-06-30
Stale — no recent filing
Concentration1.6
Portfolio Stability16.7
Sector conviction43.4
View detail
IW
Integris Wealth Management, LLC
CIK 0001750852
Total reported value
$520.3M
140 stks
2026-09-30
Concentration23.5
Portfolio Stability18.4
Sector conviction74.1
View detail
IA
IAM Advisory, LLC
CIK 0001825292
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
CIK 0001665337
Total reported value
$507.8M
637 stks
2026-06-30
Concentration8.5
Portfolio Stability24.2
Sector conviction47.3
View detail
IS
Intesa Sanpaolo Wealth Management
CIK 0002110902
Total reported value
$499.7M
309 stks
2026-06-30
Concentration10.7
Portfolio Stability44.6
Sector conviction57.0
View detail
IM
Investment Management Associates Inc /adv
CIK 0000052024
Total reported value
$487.4M
32 stks
2026-06-30
Concentration22.1
Portfolio Stability44.0
Sector conviction73.2
View detail
II
Ipswich Investment Management Co., Inc.
CIK 0001463753
Total reported value
$468.2M
186 stks
2026-09-30
Concentration8.7
Portfolio Stability16.9
Sector conviction50.4
View detail
IA
Independence Advisors, LLC
CIK 0001679118
Total reported value
$465.9M
170 stks
2020-09-30
Stale — no recent filing
Concentration28.6
Portfolio Stability7.6
Sector conviction63.2
View detail
IA
Investment Advisory Group, LLC
CIK 0001910273
Total reported value
$461.0M
220 stks
2026-06-30
Concentration9.6
Portfolio Stability17.1
Sector conviction59.4
View detail
II
Integral Investment Advisors, Inc.
CIK 0001902826
Total reported value
$454.0M
181 stks
2026-06-30
Concentration10.8
Portfolio Stability15.9
Sector conviction67.7
View detail
IP
Indigo Partners LLC
CIK 0001846122
Total reported value
$453.0M
2 stks
2026-06-30
Concentration100.0
Portfolio Stability51.6
Sector conviction0.0
View detail
IW
Ironwood Wealth Management, LLC.
CIK 0001692820
Total reported value
$451.2M
55 stks
2026-06-30
Concentration35.3
Portfolio Stability0.0
Sector conviction100.0
View detail
IP
Intergy Private Wealth, LLC
CIK 0001911342
Total reported value
$445.2M
141 stks
2026-09-30
Concentration25.9
Portfolio Stability6.1
Sector conviction72.0
View detail
IP
Investment Planning Advisors, Inc.
CIK 0002024049
Total reported value
$443.1M
117 stks
2026-09-30
Concentration24.4
Portfolio Stability26.6
Sector conviction56.3
View detail
IC
IDG-Accel China Capital II Associates L.P.
CIK 0001535769
Total reported value
$436.8M
1 stks
2026-06-30
Concentration100.0
Portfolio Stability41.8
Sector conviction100.0
View detail
IA
Ironsides Asset Advisors, LLC
CIK 0001615135
Total reported value
$426.9M
83 stks
2026-06-30
Concentration36.2
Portfolio Stability13.6
Sector conviction100.0
View detail
IW
Intercontinental Wealth Advisors, LLC
CIK 0001709698
Total reported value
$418.9M
304 stks
2023-06-30
Stale — no recent filing
Concentration0.0
Portfolio Stability0.0
Sector conviction0.0
View detail
IP
Inlet Private Wealth, LLC
CIK 0001759751
Total reported value
$411.3M
133 stks
2026-06-30
Concentration7.2
Portfolio Stability16.5
Sector conviction48.7
View detail
IU
Itau USA Asset Management Inc.
CIK 0001541597
Total reported value
$409.9M
37 stks
2016-03-31
Stale — no recent filing
Concentration36.5
Portfolio Stability40.4
Sector conviction0.0
View detail
IL
Inceptionr LLC
CIK 0001821561
Total reported value
$407.4M
628 stks
2026-06-30
Concentration0.9
Portfolio Stability100.0
Sector conviction35.7
View detail
IL
Intercapital, LLC
CIK 0002108411
Total reported value
$400.6M
121 stks
2026-06-30
Concentration18.6
Portfolio Stability100.0
Sector conviction74.0
View detail
IF
Independence Financial Advisors, LLC
CIK 0002066080
Total reported value
$398.3M
55 stks
2026-09-30
Concentration25.6
Portfolio Stability6.5
Sector conviction74.5
View detail
IF
Ifrah Financial Services, Inc.
CIK 0001382646
Total reported value
$395.7M
205 stks
2026-09-30
Concentration8.0
Portfolio Stability10.8
Sector conviction84.5
View detail
IC
III Capital Management
CIK 0001783139
Total reported value
$394.0M
49 stks
2026-06-30
Concentration100.0
Portfolio Stability91.0
Sector conviction90.0
View detail
IW
Independent Wealth Network Inc.
CIK 0001891240
Total reported value
$393.3M
340 stks
2026-06-30
Concentration5.5
Portfolio Stability23.8
Sector conviction60.3
View detail
IA
Independence Asset Advisors, LLC
CIK 0002010929
Total reported value
$383.9M
25 stks
2026-06-30
Concentration78.3
Portfolio Stability0.0
Sector conviction100.0
View detail
IA
Impax Asset Management (AIFM) Ltd
CIK 0001634155
Total reported value
$376.9M
24 stks
2018-06-30
Stale — no recent filing
Concentration18.1
Portfolio Stability18.9
Sector conviction0.0
View detail
IC
Impact Capital Partners LLC
CIK 0002054916
Total reported value
$366.5M
283 stks
2026-06-30
Concentration5.7
Portfolio Stability0.0
Sector conviction56.7
View detail
IT
Indiana Trust & Investment Management Co
CIK 0001356407
Total reported value
$365.9M
480 stks
2026-06-30
Concentration12.5
Portfolio Stability19.7
Sector conviction55.0
View detail
IP
Invesco Private Capital, Inc.
CIK 0001128452
Total reported value
$365.3M
4 stks
2019-09-30
Stale — no recent filing
Concentration100.0
Portfolio Stability13.7
Sector conviction0.0
View detail
IG
Incline Global Management LLC
CIK 0001567195
Total reported value
$356.6M
20 stks
2026-06-30
Concentration22.8
Portfolio Stability100.0
Sector conviction100.0
View detail
II
INCA Investments LLC
CIK 0001513137
Total reported value
$353.4M
10 stks
2026-06-30
Concentration53.2
Portfolio Stability0.0
Sector conviction100.0
View detail
Showing 1-150 of 365 institutions