Who Owns IBDZ? 119 Institutional Investors

119 institutions currently hold IBDZ, ranked below by position value.

Key Holders	Total Value	Avg Weight
Capital Investment Advisors, LLC	$64.9M	0.95%
Summit Financial, LLC	$45.7M	0.58%
Sarver Vrooman Wealth Advisors	$43.1M	26.56%
MORGAN STANLEY	$39.0M	0.00%
Aptus Capital Advisors, LLC	$35.8M	0.28%
SUMMITRY LLC	$33.0M	1.16%
BANK OF AMERICA CORP /DE/	$31.6M	0.00%
SIGMA INVESTMENT COUNSELORS INC	$28.2M	1.49%
MV CAPITAL MANAGEMENT, INC.	$19.0M	1.87%
ROYAL BANK OF CANADA	$18.3M	0.00%
WELLS FARGO & COMPANY/MN	$16.3M	0.00%
PFG Private Wealth Management, LLC	$13.9M	5.88%
MB, LEVIS & ASSOCIATES, LLC	$13.3M	5.55%
AMERIPRISE FINANCIAL INC	$13.1M	0.00%
Seneca House Advisors	$12.9M	5.14%
Arrow Financial Corp	$11.5M	1.16%
Motley Fool Wealth Management, LLC	$10.7M	1.20%
RAYMOND JAMES FINANCIAL INC	$10.1M	0.00%
Parkway Wealth Management Group, LLC	$10.1M	1.27%
HighTower Advisors, LLC	$10.0M	0.01%
UBS Group AG	$9.6M	0.00%
US BANCORP \DE\	$9.1M	0.01%
Janney Montgomery Scott LLC	$8.9M	0.02%
COMMONWEALTH EQUITY SERVICES, LLC	$8.6M	0.01%
NESTEGG ADVISORS, INC.	$8.3M	7.31%
Guidance Point Advisors, LLC	$7.3M	1.74%
Kestra Advisory Services, LLC	$7.0M	0.03%
Lido Advisors, LLC	$6.8M	0.02%
Krilogy Financial LLC	$5.3M	0.17%
Parallel Advisors, LLC	$5.3M	0.10%
Paradigm, Strategies in Wealth Management, LLC	$5.1M	3.45%
Probity Advisors, Inc.	$5.0M	0.79%
HANCOCK WHITNEY CORP	$5.0M	0.09%
BENJAMIN EDWARDS INC	$4.6M	0.05%
4Thought Financial Group Inc.	$4.5M	2.24%
Atlantic Union Bankshares Corp	$3.4M	0.07%
CWM, LLC	$3.4M	0.01%
LYELL WEALTH MANAGEMENT, LP	$3.4M	0.25%
J.W. COLE ADVISORS, INC.	$3.1M	0.11%
MERCER GLOBAL ADVISORS INC /ADV	$3.1M	0.00%
JPMORGAN CHASE & CO	$3.0M	0.00%
Marathon Mission, Inc.	$2.7M	1.54%
MEITAV INVESTMENT HOUSE LTD	$2.6M	0.03%
Stonebrook Private Inc.	$2.4M	0.51%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$2.2M	0.00%
ENVESTNET ASSET MANAGEMENT INC	$2.2M	0.00%
Archford Capital Strategies, LLC	$2.1M	0.24%
LPL Financial LLC	$1.7M	0.00%
Signature Wealth Management Group	$1.6M	0.63%
OneDigital Investment Advisors LLC	$1.6M	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.6M	0.00%
Segment Wealth Management, LLC	$1.3M	0.08%
Associated Banc-Corp	$1.3M	0.04%
COLDSTREAM CAPITAL MANAGEMENT INC	$1.1M	0.01%
MCF Advisors LLC	$1.0M	0.04%
Gilbert & Cook, Inc.	$981.9K	0.13%
FULTON BREAKEFIELD BROENNIMAN LLC	$955.5K	0.06%
LITTLE HOUSE CAPITAL LLC	$871.8K	0.23%
CFO CAPITAL MANAGEMENT LLC	$819.0K	0.67%
Stokes Family Office, LLC	$703.6K	0.07%
Beacon Pointe Advisors, LLC	$694.3K	0.00%
Montecito Bank & Trust	$652.6K	0.11%
OSAIC HOLDINGS, INC.	$589.7K	0.00%
Valmark Advisers, Inc.	$544.0K	0.01%
Cetera Investment Advisers	$536.3K	0.00%
Advisory Services Network, LLC	$518.5K	0.01%
McGlone Suttner Wealth Management, Inc.	$512.1K	0.07%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	$502.3K	0.00%
Reliant Wealth Planning	$496.4K	0.15%
First National Trust Co	$495.0K	0.02%
JONES FINANCIAL COMPANIES LLLP	$489.9K	0.00%
IFP Advisors, Inc	$474.2K	0.01%
Gradient Capital Advisors, LLC	$468.7K	0.12%
Private Advisor Group, LLC	$450.9K	0.00%
Creative Planning	$448.1K	0.00%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	$442.0K	0.01%
LBMC INVESTMENT ADVISORS, LLC	$380.5K	0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$370.0K	0.00%
Greater Midwest Financial Group, LLC	$362.3K	0.19%
Glenview Trust Co	$354.7K	0.01%
XML Financial, LLC	$351.2K	0.03%
CAPTRUST FINANCIAL ADVISORS	$342.8K	0.00%
Quantum Financial Advisors, LLC	$319.8K	0.04%
CVA Family Office, LLC	$311.4K	0.03%
Koesten, Hirschmann & Crabtree, INC.	$301.0K	0.15%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	$291.3K	0.00%
SEAVIEW INVESTMENT MANAGERS LLC	$286.8K	0.10%
GREAT VALLEY ADVISOR GROUP, INC.	$280.5K	0.01%
MML INVESTORS SERVICES, LLC	$273.1K	0.00%
Keeler Thomas Management LLC	$267.3K	0.11%
Sterling Investment Advisors, Ltd.	$263.6K	0.05%
KINTRA WEALTH, LLC	$262.2K	0.02%
Redwood Financial Network Corp	$247.6K	0.16%
BESSEMER GROUP INC	$238.0K	0.00%
Wilkins Miller Wealth Management, LLC	$237.2K	0.14%
TRUIST FINANCIAL CORP	$236.0K	0.00%
Mutual Advisors, LLC	$219.2K	0.00%
ROMANO BROTHERS AND COMPANY	$216.3K	0.02%
Addison Advisors LLC	$211.7K	0.05%
Belpointe Asset Management LLC	$207.2K	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	$205.6K	0.00%
Thrivent Financial for Lutherans	$205.0K	0.00%
Rockefeller Capital Management L.P.	$145.0K	0.00%
CNB Bank	$122.8K	0.05%
Cherry Tree Wealth Management, LLC	$104.8K	0.02%
Cassaday & Co Wealth Management LLC	$100.0K	0.00%
10Elms LLP	$92.5K	0.06%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$41.7K	0.00%
United Community Bank	$38.2K	0.01%
BALLAST ADVISORS LLC	$30.2K	0.01%
Bogart Wealth, LLC	$29.5K	0.00%
FMR LLC	$26.2K	0.00%
FIFTH THIRD BANCORP	$25.0K	0.00%
CENTRAL TRUST Co	$23.4K	0.00%
AE Wealth Management LLC	$22.3K	0.00%
Princeton Global Asset Management LLC	$10.4K	0.00%
Signature Resources Capital Management, LLC	$2.8K	0.00%
BlackRock, Inc.	$1.3K	0.00%
Steward Partners Investment Advisory, LLC	$156.0	0.00%