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On this page, we present all of the funds holding CFO from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding CFO, with a link to that fund's top holdings. The next columns
indicate the amount of CFO stock held by each of the funds holding CFO, followed by the CFO position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 70 funds holding CFO within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC
(or by any of the other funds holding CFO), click the fund name in the "Holder" column of the funds-holding-CFO table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
LPL Financial LLC | 497,087 | $30,163 | 12/31/2023 | CFO | 497,087 | $30,163 | 12/31/2023 | Morgan Stanley | 458,313 | $27,810 | 12/31/2023 | CFO | 458,313 | $27,810 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 352,649 | $23,257 | 03/31/2024 | CFO | 352,649 | $23,257 | 03/31/2024 | Royal Bank of Canada | 376,494 | $22,845 | 12/31/2023 | CFO | 376,494 | $22,845 | 12/31/2023 | Cetera Advisor Networks LLC | 281,451 | $17,078 | 12/31/2023 | CFO | 281,451 | $17,078 | 12/31/2023 | Commonwealth Equity Services LLC | 214,702 | $14,160 | 03/31/2024 | CFO | 214,702 | $14,160 | 03/31/2024 | Bank of America Corp DE | 196,341 | $11,914 | 12/31/2023 | CFO | 196,341 | $11,914 | 12/31/2023 | Stifel Financial Corp | 184,850 | $11,217 | 12/31/2023 | CFO | 184,850 | $11,217 | 12/31/2023 | Mather Group LLC. | 141,223 | $8,569 | 03/31/2024 | CFO | 141,223 | $8,569 | 03/31/2024 | Integrated Wealth Concepts LLC | 133,232 | $8,084 | 12/31/2023 | CFO | 133,232 | $8,084 | 12/31/2023 | Wells Fargo & Company MN | 132,476 | $8,039 | 12/31/2023 | CFO | 132,476 | $8,039 | 12/31/2023 | UBS Group AG | 115,434 | $7,005 | 12/31/2023 | CFO | 115,434 | $7,005 | 12/31/2023 | Ameriprise Financial Inc. | 112,547 | $6,829 | 12/31/2023 | CFO | 112,547 | $6,829 | 12/31/2023 | Keystone Financial Group | 107,941 | $6,550 | 12/31/2023 | CFO | 107,941 | $6,550 | 12/31/2023 | Creative Planning | 98,011 | $5,947 | 12/31/2023 | CFO | 98,011 | $5,947 | 12/31/2023 | Money Concepts Capital Corp | 54,926 | $3,622 | 03/31/2024 | CFO | 54,926 | $3,622 | 03/31/2024 | Citadel Advisors LLC | 59,161 | $3,590 | 12/31/2023 | CFO | 59,161 | $3,590 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 47,987 | $3,165 | 03/31/2024 | CFO | 47,987 | $3,165 | 03/31/2024 | Susquehanna International Group LLP | 46,685 | $2,833 | 12/31/2023 | CFO | 46,685 | $2,833 | 12/31/2023 | Wilbanks Smith & Thomas Asset Management LLC | 45,293 | $2,748 | 12/31/2023 | CFO | 45,293 | $2,748 | 12/31/2023 | Advisor Group Holdings Inc. | 43,251 | $2,625 | 12/31/2023 | CFO | 43,251 | $2,625 | 12/31/2023 | Private Advisor Group LLC | 31,468 | $2,075 | 03/31/2024 | CFO | 31,468 | $2,075 | 03/31/2024 | GWM Advisors LLC | 31,806 | $1,930 | 12/31/2023 | CFO | 31,806 | $1,930 | 12/31/2023 | Atria Wealth Solutions Inc. | 30,263 | $1,836 | 12/31/2023 | CFO | 30,263 | $1,836 | 12/31/2023 | Patriot Financial Group Insurance Agency LLC | 27,744 | $1,830 | 03/31/2024 | CFO | 27,744 | $1,830 | 03/31/2024 | Raymond James & Associates | 25,877 | $1,707 | 03/31/2024 | CFO | 25,877 | $1,707 | 03/31/2024 | Harbour Investments Inc. | 27,216 | $1,651 | 12/31/2023 | CFO | 27,216 | $1,651 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 25,693 | $1,559 | 12/31/2023 | CFO | 25,693 | $1,559 | 12/31/2023 | Paul Damon & Associates Inc. | 22,647 | $1,494 | 03/31/2024 | CFO | 22,647 | $1,494 | 03/31/2024 | Calton & Associates Inc. | 22,447 | $1,480 | 03/31/2024 | CFO | 22,447 | $1,480 | 03/31/2024 | Dynamic Advisor Solutions LLC | 17,404 | $1,148 | 03/31/2024 | CFO | 17,404 | $1,148 | 03/31/2024 | Truist Financial Corp | 18,588 | $1,128 | 12/31/2023 | CFO | 18,588 | $1,128 | 12/31/2023 | Envestnet Asset Management Inc. | 14,306 | $868 | 12/31/2023 | CFO | 14,306 | $868 | 12/31/2023 | Flow Traders U.S. LLC | 13,494 | $819 | 12/31/2023 | CFO | 13,494 | $819 | 12/31/2023 | Baird Financial Group Inc. | 13,105 | $795 | 12/31/2023 | CFO | 13,105 | $795 | 12/31/2023 | Janney Montgomery Scott LLC | 12,000 | $791 | 03/31/2024 | CFO | 12,000 | $791 | 03/31/2024 | Vantage Financial Partners LLC | 9,956 | $657 | 03/31/2024 | CFO | 9,956 | $657 | 03/31/2024 | Comerica Bank | 10,141 | $615 | 12/31/2023 | CFO | 10,141 | $615 | 12/31/2023 | Goldman Sachs Group Inc. | 10,049 | $610 | 12/31/2023 | CFO | 10,049 | $610 | 12/31/2023 | Syntegra Private Wealth Group LLC | 9,729 | $590 | 12/31/2023 | CFO | 9,729 | $590 | 12/31/2023 | LexAurum Advisors LLC | 8,694 | $573 | 03/31/2024 | CFO | 8,694 | $573 | 03/31/2024 | Mutual Advisors LLC | 8,124 | $536 | 03/31/2024 | CFO | 8,124 | $536 | 03/31/2024 | Guidance Capital Inc. | 8,463 | $531 | 03/31/2024 | CFO | 8,463 | $531 | 03/31/2024 | Two Sigma Securities LLC | 6,228 | $378 | 12/31/2023 | CFO | 6,228 | $378 | 12/31/2023 | Tower Research Capital LLC TRC | 5,675 | $344 | 12/31/2023 | CFO | 5,675 | $344 | 12/31/2023 | Significant Wealth Partners LLC | 5,171 | $314 | 12/31/2023 | CFO | 5,171 | $314 | 12/31/2023 | EverSource Wealth Advisors LLC | 4,907 | $298 | 12/31/2023 | CFO | 4,907 | $298 | 12/31/2023 | Barnes Pettey Financial Advisors LLC | 4,707 | $286 | 12/31/2023 | CFO | 4,707 | $286 | 12/31/2023 | Kestra Advisory Services LLC | 4,655 | $282 | 12/31/2023 | CFO | 4,655 | $282 | 12/31/2023 | Steward Partners Investment Advisory LLC | 4,625 | $281 | 12/31/2023 | CFO | 4,625 | $281 | 12/31/2023 | Hibernia Wealth Partners LLC | 4,327 | $263 | 12/31/2023 | CFO | 4,327 | $263 | 12/31/2023 | IFP Advisors Inc | 4,164 | $253 | 12/31/2023 | CFO | 4,164 | $253 | 12/31/2023 | Avantax Advisory Services Inc. | 3,940 | $239 | 12/31/2023 | CFO | 3,940 | $239 | 12/31/2023 | Cedar Brook Financial Partners LLC | 3,090 | $204 | 03/31/2024 | CFO | 3,090 | $204 | 03/31/2024 | HRT Financial LP | 3,338 | $202 | 12/31/2023 | CFO | 3,338 | $202 | 12/31/2023 | JPMorgan Chase & Co. | 2,736 | $166 | 12/31/2023 | CFO | 2,736 | $166 | 12/31/2023 | Horizons Wealth Management | 2,432 | $148 | 03/31/2024 | CFO | 2,432 | $148 | 03/31/2024 | Sound Income Strategies LLC | 1,169 | $77 | 03/31/2024 | CFO | 1,169 | $77 | 03/31/2024 | NBC Securities Inc. | 1,060 | $69 | 03/31/2024 | CFO | 1,060 | $69 | 03/31/2024 | Huntington National Bank | 1,002 | $66 | 03/31/2024 | CFO | 1,002 | $66 | 03/31/2024 | CWM LLC | 785 | $52 | 03/31/2024 | CFO | 785 | $52 | 03/31/2024 | DHJJ Financial Advisors Ltd. | 529 | $35 | 03/31/2024 | CFO | 529 | $35 | 03/31/2024 | FMR LLC | 357 | $22 | 12/31/2023 | CFO | 357 | $22 | 12/31/2023 | Qube Research & Technologies Ltd | 368 | $22 | 12/31/2023 | CFO | 368 | $22 | 12/31/2023 | Global Retirement Partners LLC | 316 | $21 | 03/31/2024 | CFO | 316 | $21 | 03/31/2024 | Goodman Advisory Group LLC | 160 | $10 | 12/31/2023 | CFO | 160 | $10 | 12/31/2023 | Private Trust Co. NA | 113 | $7 | 03/31/2024 | CFO | 113 | $7 | 03/31/2024 | Capital Advisors Ltd. LLC | 60 | $4 | 03/31/2024 | CFO | 60 | $4 | 03/31/2024 | Sunbelt Securities Inc. | 32 | $2 | 03/31/2024 | CFO | 32 | $2 | 03/31/2024 | Aspire Wealth Management Corp | 15 | $1 | 03/31/2024 | CFO | 15 | $1 | 03/31/2024 | Proequities Inc. | 0 | $0 | 03/31/2024 | CFO | 0 | $0 | 03/31/2024 |
See Summary: Institutional Holders of CFO
See Details: Top 10 Hedge Funds Holding CFO
Also See: CFO Holdings Changes
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