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Who Owns IEF? 1123 Institutional Investors | AlphaSMO
Who Owns IEF? 1123 Institutional Investors
1123 institutions currently hold IEF, ranked below by position value.
View full stock page for IEF
Key Holders
Total Value
Avg Weight
Thrivent Financial for Lutherans
$6.1M
0.01%
Dorsey & Whitney Trust CO LLC
$6.0M
0.33%
CONSILIO WEALTH ADVISORS, LLC
$5.9M
1.73%
EVERGREEN CAPITAL MANAGEMENT LLC
$5.9M
0.13%
JAMES INVESTMENT RESEARCH, INC.
$5.9M
0.66%
Compound Planning, Inc.
$5.9M
0.18%
Arkadios Wealth Advisors
$5.8M
0.09%
Perigon Wealth Management, LLC
$5.8M
0.11%
Aspire Capital Advisors LLC
$5.8M
1.31%
DAVENPORT & Co LLC
$5.8M
0.03%
MONEY CONCEPTS CAPITAL CORP
$5.8M
0.32%
DDD Partners, LLC
$5.7M
0.39%
AlphaCore Capital LLC
$5.7M
0.13%
EP Wealth Advisors, LLC
$5.6M
0.03%
Miller Financial Services LLC
$5.5M
6.04%
Sun Financial Inc
$5.5M
2.74%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
$5.4M
3.34%
Values First Advisors, Inc.
$5.4M
2.83%
1832 Asset Management L.P.
$5.4M
0.00%
Glaxis Capital Management, LLC
$5.3M
6.67%
PRINCIPAL SECURITIES, INC.
$5.3M
0.08%
COURIER CAPITAL LLC
$5.3M
0.30%
Ballew Advisors, Inc
$5.2M
2.96%
One Degree Advisors Inc
$5.2M
1.37%
Good Steward Wealth Advisors,LLC
$5.2M
3.33%
Portside Wealth Group, LLC
$5.2M
0.70%
First Interstate Bank
$5.1M
0.29%
Mount Lucas Management LP
$5.1M
1.88%
WARNER FINANCIAL, INC
$5.1M
1.74%
TD Waterhouse Canada Inc.
$5.1M
0.01%
Procyon Advisors, LLC
$5.0M
0.25%
COMMERCE BANK
$5.0M
0.02%
SAGESPRING WEALTH PARTNERS, LLC
$5.0M
0.09%
Stablepoint Partners, LLC
$5.0M
0.74%
KEYBANK NATIONAL ASSOCIATION/OH
$4.9M
0.02%
SIMPLEX TRADING, LLC
$4.8M
0.00%
HighPoint Advisor Group LLC
$4.8M
0.20%
Gallagher Capital Advisors, LLC
$4.8M
3.24%
Coastal Bridge Advisors, LLC
$4.8M
0.34%
Sandbox Financial Partners, LLC
$4.7M
1.31%
Vident Advisory, LLC
$4.6M
0.04%
Integrated Advisors Network LLC
$4.6M
0.24%
Meridian Wealth Management, LLC
$4.5M
0.16%
AssuredPartners Investment Advisors, LLC
$4.5M
0.49%
PROMETHIUM ADVISORS,LLC
$4.4M
2.28%
Independent Advisor Alliance
$4.4M
0.05%
Trilogy Capital Inc.
$4.4M
0.19%
WELLINGTON MANAGEMENT GROUP LLP
$4.3M
0.00%
FreeGulliver LLC
$4.3M
1.82%
BEACON ADVISORS HOLDINGS, LLC
$4.3M
2.31%
Worth Asset Management, LLC
$4.3M
1.59%
Geneos Wealth Management Inc.
$4.3M
0.10%
SIGNET FINANCIAL MANAGEMENT, LLC
$4.3M
0.48%
LAZARD ASSET MANAGEMENT LLC
$4.3M
0.01%
NORTHERN TRUST CORP
$4.2M
0.00%
Spectrum Strategic Capital Management, LLC
$4.2M
2.25%
CAMBIENT FAMILY OFFICE, LLC
$4.2M
0.58%
Farmers & Merchants Trust Co of Chambersburg PA
$4.1M
1.12%
VestGen Advisors, LLC
$4.1M
0.11%
Sage Advisory Services, Ltd.Co.
$4.1M
2.24%
Veridan Wealth LLC
$4.1M
1.51%
Capital Advisors Wealth Management, LLC
$4.0M
0.54%
Riggs Asset Managment Co. Inc.
$4.0M
0.83%
Ashton Thomas Private Wealth, LLC
$4.0M
0.09%
Canal Capital Management, LLC
$4.0M
0.54%
STEPHENS INC /AR/
$4.0M
0.05%
&PARTNERS
$3.9M
0.02%
Focused Wealth Management, Inc
$3.9M
0.40%
DOW CHEMICAL CO /DE/
$3.8M
1.61%
WEALTH ALLIANCE, LLC
$3.8M
0.38%
Central Pacific Bank - Trust Division
$3.8M
0.49%
Wealthcare Capital Partners, LLC
$3.8M
1.78%
MERCER GLOBAL ADVISORS INC /ADV
$3.7M
0.01%
BEAM WEALTH ADVISORS, INC.
$3.7M
0.92%
Boreal Capital Management LLC
$3.7M
3.01%
Christensen, King & Associates Investment Services, Inc.
$3.7M
1.57%
FCA CORP /TX
$3.6M
1.01%
1620 INVESTMENT ADVISORS, INC.
$3.6M
2.41%
Arete Wealth Advisors, LLC
$3.5M
0.26%
Beirne Wealth Consulting Services, LLC
$3.5M
1.00%
Migdal Insurance & Financial Holdings Ltd.
$3.5M
0.03%
VestGen Investment Management
$3.5M
1.93%
INTEGRITY ALLIANCE, LLC.
$3.5M
0.13%
MGO ONE SEVEN LLC
$3.5M
0.07%
Alliance Wealth Advisors, LLC /UT
$3.5M
0.75%
Belpointe Asset Management LLC
$3.5M
0.13%
Voya Financial Advisors, Inc.
$3.4M
0.34%
Sigma Planning Corp
$3.4M
0.09%
Columbus Macro, LLC
$3.4M
0.36%
MFA Wealth Services
$3.4M
2.24%
Apollon Wealth Management, LLC
$3.4M
0.05%
CPR Investments Inc.
$3.4M
2.24%
IMC-Chicago, LLC
$3.3M
0.00%
Quinn Opportunity Partners LLC
$3.3M
0.17%
CVS HEALTH Corp
$3.3M
1.57%
FORTE ASSET MANAGEMENT LLC
$3.3M
1.46%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
$3.3M
0.00%
DAYMARK WEALTH PARTNERS, LLC
$3.3M
0.10%
World Investment Advisors
$3.3M
0.05%
KESTRA PRIVATE WEALTH SERVICES, LLC
$3.3M
0.04%
Circle Wealth Management, LLC
$3.3M
0.05%
Tower Research Capital LLC (TRC)
$3.2M
0.08%
J. Safra Sarasin Holding AG
$3.2M
0.05%
Blue Capital, Inc.
$3.2M
2.06%
Integras Partners LLC
$3.1M
2.05%
Koshinski Asset Management, Inc.
$3.1M
0.20%
KING LUTHER CAPITAL MANAGEMENT CORP
$3.1M
0.01%
Capital Analysts, LLC
$3.1M
0.08%
Marshall & Sterling Wealth Advisors Inc.
$3.1M
2.04%
Insight Wealth Strategies, LLC
$3.1M
0.35%
MISSION WEALTH MANAGEMENT, LP
$3.1M
0.06%
Lighthouse Investment Partners, LLC
$3.1M
0.11%
Gateway Wealth Partners, LLC
$3.0M
0.12%
CHOREO, LLC
$3.0M
0.04%
Sovran Advisors, LLC
$3.0M
0.24%
Lido Advisors, LLC
$3.0M
0.01%
BCM ADVISORS, LLC
$3.0M
0.59%
Stordahl Capital Management, Inc.
$2.9M
0.61%
Western Wealth Management, LLC
$2.9M
0.11%
Boltwood Capital Management
$2.9M
0.73%
NATIONAL BANK OF CANADA /FI/
$2.9M
0.00%
Henderson Brothers Financial Partners, LLC
$2.8M
0.72%
LWM ADVISORS INC
$2.8M
2.45%
CERTIOR FINANCIAL GROUP, LLC
$2.8M
1.79%
Dakota Wealth Management
$2.8M
0.06%
CDKV HOLDINGS LLC
$2.8M
2.44%
LFA - Lugano Financial Advisors SA
$2.7M
1.39%
Snowden Capital Advisors LLC
$2.7M
0.07%
Solstein Capital, LLC
$2.7M
1.10%
CreativeOne Wealth, LLC
$2.7M
0.06%
NBC SECURITIES, INC.
$2.6M
0.20%
Advisor OS, LLC
$2.6M
0.19%
Autumn Glory Partners, LLC
$2.6M
0.96%
Karpus Management, Inc.
$2.6M
0.08%
GREATMARK INVESTMENT PARTNERS, INC.
$2.6M
0.30%
SEMITAM BONAM LLC
$2.6M
2.11%
Simplicity Wealth,LLC
$2.6M
0.15%
Ascentis Wealth Management, LLC
$2.6M
0.51%
Erickson Financial Group, LLC
$2.5M
1.59%
Wealthspire Retirement, LLC
$2.5M
0.15%
HCR Wealth Advisors
$2.5M
0.26%
Anfield Capital Management, LLC
$2.5M
0.69%
Global View Capital Management LLC
$2.5M
0.66%
Lifeworks Advisors, LLC
$2.5M
0.32%
Fortitude Advisory Group L.L.C.
$2.5M
1.11%
Cypress Capital, LLC
$2.5M
0.70%
FIRST CITIZENS BANK & TRUST CO
$2.4M
0.05%
United Advisor Group, LLC
$2.4M
0.30%
Purus Wealth Management, LLC
$2.4M
0.77%
Krilogy Financial LLC
$2.4M
0.08%
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