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Institutions Holding IEI (835 holders) | AlphaSMO
Institutions Holding IEI (835 holders)
835 institutions currently hold IEI, ranked below by position value.
View full stock page for IEI
Key Holders
Total Value
Avg Weight
JPMORGAN CHASE & CO
$2.2B
0.14%
BANK OF AMERICA CORP /DE/
$1.1B
0.08%
CAPTRUST FINANCIAL ADVISORS
$742.2M
1.30%
Invesco Ltd.
$509.0M
0.08%
Financial Engines Advisors L.L.C.
$501.9M
1.02%
ENVESTNET ASSET MANAGEMENT INC
$454.9M
0.12%
ASSETMARK, INC
$397.6M
0.81%
FMR LLC
$373.2M
0.02%
UBS Group AG
$354.0M
0.05%
MORGAN STANLEY
$338.6M
0.02%
AMERIPRISE FINANCIAL INC
$337.2M
0.08%
LPL Financial LLC
$324.5M
0.09%
STIFEL FINANCIAL CORP
$285.1M
0.26%
Bank Julius Baer & Co. Ltd, Zurich
$275.0M
0.83%
WIT, LLC
$268.5M
5.07%
WELLS FARGO & COMPANY/MN
$255.3M
0.05%
Mariner, LLC
$241.6M
0.28%
TRUIST FINANCIAL CORP
$236.7M
0.32%
Cerity Partners LLC
$233.5M
0.33%
Janney Montgomery Scott LLC
$218.8M
0.54%
Tanglewood Wealth Management, Inc.
$189.4M
15.69%
RAYMOND JAMES FINANCIAL INC
$189.2M
0.06%
BlackRock, Inc.
$159.5M
0.00%
HUNTINGTON NATIONAL BANK
$151.1M
0.83%
WestEnd Advisors, LLC
$143.0M
3.45%
Creative Planning
$139.6M
0.09%
ROYAL BANK OF CANADA
$132.0M
0.02%
Dynasty Wealth Management, LLC
$128.7M
1.12%
ARMSTRONG ADVISORY GROUP, INC
$128.6M
8.63%
Facet Wealth, Inc.
$124.5M
2.16%
Focus Partners Wealth
$114.3M
0.13%
Clarity Financial LLC
$109.2M
11.88%
Cetera Investment Advisers
$106.4M
0.11%
EVERGREEN CAPITAL MANAGEMENT LLC
$88.6M
1.92%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.
$85.4M
6.30%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$80.1M
0.05%
PNC FINANCIAL SERVICES GROUP, INC.
$76.3M
0.04%
Strategic Point Investment Advisors, LLC
$75.8M
11.02%
SNS Financial Group, LLC
$73.0M
6.29%
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.
$62.5M
0.44%
OSAIC HOLDINGS, INC.
$58.1M
0.08%
SAGESPRING WEALTH PARTNERS, LLC
$57.8M
1.05%
VICTORY CAPITAL MANAGEMENT INC
$56.7M
0.04%
OpenArc Corporate Advisory, LLC
$56.4M
0.81%
Waverly Advisors, LLC
$54.0M
0.40%
GOLDMAN SACHS GROUP INC
$53.6M
0.01%
Bank of New York Mellon Corp
$53.1M
0.01%
Curi Capital, LLC
$48.9M
0.87%
TD PRIVATE CLIENT WEALTH LLC
$48.7M
1.01%
University of Illinois Foundation
$48.7M
9.99%
KEYBANK NATIONAL ASSOCIATION/OH
$48.3M
0.18%
FRANKLIN RESOURCES INC
$48.0M
0.01%
NorthCoast Asset Management LLC
$46.3M
1.07%
DDFG, Inc
$44.0M
9.48%
Allspring Global Investments Holdings, LLC
$43.9M
0.07%
OneDigital Investment Advisors LLC
$42.4M
0.41%
Blueprint Investment Partners LLC
$41.4M
4.22%
BENJAMIN EDWARDS INC
$40.5M
0.40%
Willis Johnson & Associates, Inc.
$40.0M
2.33%
CITADEL ADVISORS LLC
$38.4M
0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
$37.9M
0.19%
Silicon Valley Capital Partners
$37.4M
3.67%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$35.6M
0.01%
SkyView Investment Advisors, LLC
$35.4M
4.76%
Allianz Asset Management GmbH
$34.3M
0.04%
CABOT WEALTH MANAGEMENT INC
$33.1M
3.81%
Banco Santander, S.A.
$32.3M
0.26%
New Harbor Financial Group, LLC
$32.3M
5.69%
COMMONWEALTH EQUITY SERVICES, LLC
$31.0M
0.04%
Cambridge Investment Research Advisors, Inc.
$30.6M
0.08%
Permanens Capital L.P.
$30.6M
3.94%
Strategic Wealth Partners, Ltd.
$28.7M
1.99%
MBL Wealth, LLC
$28.2M
2.13%
Weaver Capital Management LLC
$27.4M
5.95%
HANTZ FINANCIAL SERVICES, INC.
$27.0M
0.41%
ANCHOR CAPITAL ADVISORS LLC
$26.9M
0.77%
Hoese & Co LLP
$26.8M
19.89%
Orion Porfolio Solutions, LLC
$26.4M
0.22%
US BANCORP \DE\
$25.0M
0.03%
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO
$25.0M
10.19%
Blueprint Financial Advisors LLC
$23.3M
3.46%
DT Investment Partners, LLC
$23.3M
1.94%
AE Wealth Management LLC
$22.9M
0.12%
CSM Advisors, LLC
$22.5M
0.55%
Mirabaud & Cie SA
$22.4M
9.10%
JMAC ENTERPRISES LLC
$22.1M
4.24%
CVS HEALTH Corp
$21.7M
10.21%
FIRST AMERICAN TRUST, FSB
$21.4M
1.44%
Baird Financial Group, Inc.
$21.2M
0.03%
JONES FINANCIAL COMPANIES LLLP
$20.4M
0.01%
Napier Financial, LLC
$20.1M
4.61%
Independence Financial Advisors, LLC
$19.4M
5.81%
Haverford Trust Co
$19.3M
0.18%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$18.2M
0.04%
PFG Advisors
$17.6M
0.85%
1832 Asset Management L.P.
$17.3M
0.02%
Canal Capital Management, LLC
$17.2M
2.33%
HighTower Advisors, LLC
$17.1M
0.02%
Capital Investment Services of America, Inc.
$17.0M
1.78%
Vectors Research Management, LLC
$16.7M
4.87%
ETF Portfolio Partners, Inc.
$16.3M
4.29%
FORONJY FINANCIAL LLC
$16.3M
6.76%
BANK OF MONTREAL /CAN/
$15.7M
0.01%
CITIZENS FINANCIAL GROUP INC/RI
$15.4M
0.21%
Rockefeller Capital Management L.P.
$15.2M
0.03%
RWA WEALTH PARTNERS, LLC
$15.2M
0.17%
Johnson Financial Group, Inc.
$15.1M
0.55%
Gould Capital, LLC
$15.0M
9.08%
CONFLUENCE INVESTMENT MANAGEMENT LLC
$14.9M
0.23%
COURIER CAPITAL LLC
$14.9M
0.83%
DIVERSIFY WEALTH MANAGEMENT, LLC
$14.3M
0.26%
&PARTNERS
$14.3M
0.07%
AmeriServ Wealth Advisors
$14.3M
9.12%
D.A. DAVIDSON & CO.
$14.2M
0.09%
MILLENNIUM MANAGEMENT LLC
$14.1M
0.01%
Lido Advisors, LLC
$14.0M
0.04%
COLDSTREAM CAPITAL MANAGEMENT INC
$13.9M
0.17%
CFS Investment Advisory Services, LLC
$13.8M
0.95%
Cordoba Advisory Partners LLC
$13.8M
3.80%
Paulson Wealth Management Inc.
$13.6M
3.18%
Cascade Financial Partners, LLC
$13.2M
1.36%
Ascent Group, LLC
$13.2M
0.46%
WOODMONT INVESTMENT COUNSEL LLC
$13.2M
0.81%
MML INVESTORS SERVICES, LLC
$13.1M
0.04%
Bond & Devick Financial Network, Inc.
$13.0M
3.64%
Walleye Trading LLC
$12.9M
0.02%
WCG Wealth Advisors LLC
$12.8M
0.36%
Farther Finance Advisors, LLC
$12.6M
0.12%
UNITED CAPITAL FINANCIAL ADVISORS, LLC
$12.6M
0.08%
LEAVELL INVESTMENT MANAGEMENT, INC.
$12.5M
0.51%
Eley Financial Management, Inc
$12.1M
4.38%
Rinkey Investments
$12.1M
3.09%
Westview Management dba Westview Investment Advisors
$11.9M
6.21%
Pinnacle Financial Partners, Inc.
$11.9M
0.09%
Sollinda Capital Management LLC
$11.8M
2.87%
CRITERIA CAIXA, S.A.U.
$11.7M
49.76%
Concurrent Investment Advisors, LLC
$11.7M
0.13%
Boltwood Capital Management
$11.6M
2.97%
Hilton Capital Management, LLC
$11.5M
0.87%
Global Trust Asset Management, LLC
$11.5M
4.39%
WEALTHCARE CAPITAL MANAGEMENT LLC
$11.5M
1.15%
Austin Wealth Management, LLC
$11.4M
2.59%
Private Advisor Group, LLC
$11.3M
0.05%
Focus Partners Advisor Solutions, LLC
$11.2M
0.11%
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$11.2M
0.00%
ARVEST INVESTMENTS, INC.
$11.2M
1.52%
MBM WEALTH CONSULTANTS, LLC
$11.1M
2.54%
McKinley Carter Wealth Services, Inc.
$11.0M
0.64%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
$11.0M
0.16%
FLOW TRADERS U.S. LLC
$11.0M
0.35%
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