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Funds Holding CFO

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.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC497,087$30,163 12/31/2023
     CFO497,087$30,163 12/31/2023
Morgan Stanley458,313$27,810 12/31/2023
     CFO458,313$27,810 12/31/2023
Raymond James Financial Services Advisors Inc.352,649$23,257 03/31/2024
     CFO352,649$23,257 03/31/2024
Royal Bank of Canada376,494$22,845 12/31/2023
     CFO376,494$22,845 12/31/2023
Cetera Advisor Networks LLC281,451$17,078 12/31/2023
     CFO281,451$17,078 12/31/2023
Commonwealth Equity Services LLC214,702$14,160 03/31/2024
     CFO214,702$14,160 03/31/2024
Bank of America Corp DE196,341$11,914 12/31/2023
     CFO196,341$11,914 12/31/2023
Stifel Financial Corp184,850$11,217 12/31/2023
     CFO184,850$11,217 12/31/2023
Mather Group LLC.141,223$8,569 03/31/2024
     CFO141,223$8,569 03/31/2024
Integrated Wealth Concepts LLC133,232$8,084 12/31/2023
     CFO133,232$8,084 12/31/2023
Wells Fargo & Company MN132,476$8,039 12/31/2023
     CFO132,476$8,039 12/31/2023
UBS Group AG115,434$7,005 12/31/2023
     CFO115,434$7,005 12/31/2023
Ameriprise Financial Inc.112,547$6,829 12/31/2023
     CFO112,547$6,829 12/31/2023
Keystone Financial Group107,941$6,550 12/31/2023
     CFO107,941$6,550 12/31/2023
Creative Planning98,011$5,947 12/31/2023
     CFO98,011$5,947 12/31/2023
Money Concepts Capital Corp54,926$3,622 03/31/2024
     CFO54,926$3,622 03/31/2024
Citadel Advisors LLC59,161$3,590 12/31/2023
     CFO59,161$3,590 12/31/2023
Cambridge Investment Research Advisors Inc.47,987$3,165 03/31/2024
     CFO47,987$3,165 03/31/2024
Susquehanna International Group LLP46,685$2,833 12/31/2023
     CFO46,685$2,833 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC45,293$2,748 12/31/2023
     CFO45,293$2,748 12/31/2023
Advisor Group Holdings Inc.43,251$2,625 12/31/2023
     CFO43,251$2,625 12/31/2023
Private Advisor Group LLC31,468$2,075 03/31/2024
     CFO31,468$2,075 03/31/2024
GWM Advisors LLC31,806$1,930 12/31/2023
     CFO31,806$1,930 12/31/2023
Atria Wealth Solutions Inc.30,263$1,836 12/31/2023
     CFO30,263$1,836 12/31/2023
Patriot Financial Group Insurance Agency LLC27,744$1,830 03/31/2024
     CFO27,744$1,830 03/31/2024
Raymond James & Associates25,877$1,707 03/31/2024
     CFO25,877$1,707 03/31/2024
Harbour Investments Inc.27,216$1,651 12/31/2023
     CFO27,216$1,651 12/31/2023
Northwestern Mutual Wealth Management Co.25,693$1,559 12/31/2023
     CFO25,693$1,559 12/31/2023
Paul Damon & Associates Inc.22,647$1,494 03/31/2024
     CFO22,647$1,494 03/31/2024
Calton & Associates Inc.22,447$1,480 03/31/2024
     CFO22,447$1,480 03/31/2024
Dynamic Advisor Solutions LLC17,404$1,148 03/31/2024
     CFO17,404$1,148 03/31/2024
Truist Financial Corp18,588$1,128 12/31/2023
     CFO18,588$1,128 12/31/2023
Envestnet Asset Management Inc.14,306$868 12/31/2023
     CFO14,306$868 12/31/2023
Flow Traders U.S. LLC13,494$819 12/31/2023
     CFO13,494$819 12/31/2023
Baird Financial Group Inc.13,105$795 12/31/2023
     CFO13,105$795 12/31/2023
Janney Montgomery Scott LLC12,000$791 03/31/2024
     CFO12,000$791 03/31/2024
Vantage Financial Partners LLC9,956$657 03/31/2024
     CFO9,956$657 03/31/2024
Comerica Bank10,141$615 12/31/2023
     CFO10,141$615 12/31/2023
Goldman Sachs Group Inc.10,049$610 12/31/2023
     CFO10,049$610 12/31/2023
Syntegra Private Wealth Group LLC9,729$590 12/31/2023
     CFO9,729$590 12/31/2023
LexAurum Advisors LLC8,694$573 03/31/2024
     CFO8,694$573 03/31/2024
Mutual Advisors LLC8,124$536 03/31/2024
     CFO8,124$536 03/31/2024
Guidance Capital Inc.8,463$531 03/31/2024
     CFO8,463$531 03/31/2024
Two Sigma Securities LLC6,228$378 12/31/2023
     CFO6,228$378 12/31/2023
Tower Research Capital LLC TRC 5,675$344 12/31/2023
     CFO5,675$344 12/31/2023
Significant Wealth Partners LLC5,171$314 12/31/2023
     CFO5,171$314 12/31/2023
EverSource Wealth Advisors LLC4,907$298 12/31/2023
     CFO4,907$298 12/31/2023
Barnes Pettey Financial Advisors LLC4,707$286 12/31/2023
     CFO4,707$286 12/31/2023
Kestra Advisory Services LLC4,655$282 12/31/2023
     CFO4,655$282 12/31/2023
Steward Partners Investment Advisory LLC4,625$281 12/31/2023
     CFO4,625$281 12/31/2023
Hibernia Wealth Partners LLC4,327$263 12/31/2023
     CFO4,327$263 12/31/2023
IFP Advisors Inc4,164$253 12/31/2023
     CFO4,164$253 12/31/2023
Avantax Advisory Services Inc.3,940$239 12/31/2023
     CFO3,940$239 12/31/2023
Cedar Brook Financial Partners LLC3,090$204 03/31/2024
     CFO3,090$204 03/31/2024
HRT Financial LP3,338$202 12/31/2023
     CFO3,338$202 12/31/2023
JPMorgan Chase & Co.2,736$166 12/31/2023
     CFO2,736$166 12/31/2023
Horizons Wealth Management2,432$148 03/31/2024
     CFO2,432$148 03/31/2024
Sound Income Strategies LLC1,169$77 03/31/2024
     CFO1,169$77 03/31/2024
NBC Securities Inc.1,060$69 03/31/2024
     CFO1,060$69 03/31/2024
Huntington National Bank1,002$66 03/31/2024
     CFO1,002$66 03/31/2024
CWM LLC785$52 03/31/2024
     CFO785$52 03/31/2024
DHJJ Financial Advisors Ltd.529$35 03/31/2024
     CFO529$35 03/31/2024
FMR LLC357$22 12/31/2023
     CFO357$22 12/31/2023
Qube Research & Technologies Ltd368$22 12/31/2023
     CFO368$22 12/31/2023
Global Retirement Partners LLC316$21 03/31/2024
     CFO316$21 03/31/2024
Goodman Advisory Group LLC160$10 12/31/2023
     CFO160$10 12/31/2023
Private Trust Co. NA113$7 03/31/2024
     CFO113$7 03/31/2024
Capital Advisors Ltd. LLC60$4 03/31/2024
     CFO60$4 03/31/2024
Sunbelt Securities Inc.32$2 03/31/2024
     CFO32$2 03/31/2024
Aspire Wealth Management Corp15$1 03/31/2024
     CFO15$1 03/31/2024
Proequities Inc.0$0 03/31/2024
     CFO0$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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