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Funds Holding COMB

On this page, we present all of the funds holding COMB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding COMB, with a link to that fund's top holdings. The next columns indicate the amount of COMB stock held by each of the funds holding COMB, followed by the COMB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 42 funds holding COMB within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Betterment LLC. For more details on the positions held by Betterment LLC (or by any of the other funds holding COMB), click the fund name in the "Holder" column of the funds-holding-COMB table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Betterment LLC481,304$9,352 12/31/2023
     COMB481,304$9,352 12/31/2023
Resonant Capital Advisors LLC437,243$8,496 12/31/2023
     COMB437,243$8,496 12/31/2023
Axiom Financial Strategies LLC262,926$5,109 12/31/2023
     COMB262,926$5,109 12/31/2023
Lake Street Financial LLC172,541$3,428 03/31/2024
     COMB172,541$3,428 03/31/2024
Appleton Partners Inc. MA158,763$3,155 03/31/2024
     COMB158,763$3,155 03/31/2024
Great Lakes Advisors LLC140,849$2,737 12/31/2023
     COMB140,849$2,737 12/31/2023
Commonwealth Equity Services LLC119,853$2,329 12/31/2023
     COMB119,853$2,329 12/31/2023
Inscription Capital LLC97,091$1,998 03/31/2024
     COMB97,091$1,998 03/31/2024
Stifel Financial Corp88,773$1,725 12/31/2023
     COMB88,773$1,725 12/31/2023
Jane Street Group LLC72,734$1,413 12/31/2023
     COMB72,734$1,413 12/31/2023
Vise Technologies Inc.50,724$986 12/31/2023
     COMB50,724$986 12/31/2023
Northcape Wealth Management LLC45,972$893 12/31/2023
     COMB45,972$893 12/31/2023
WCG Wealth Advisors LLC32,796$637 12/31/2023
     COMB32,796$637 12/31/2023
Kestra Advisory Services LLC32,703$635 12/31/2023
     COMB32,703$635 12/31/2023
Gainplan LLC30,722$610 03/31/2024
     COMB30,722$610 03/31/2024
Adventist Health System Sunbelt Healthcare Corp30,200$587 12/31/2023
     COMB30,200$587 12/31/2023
Bank of Montreal Can28,620$565 12/31/2023
     COMB28,620$565 12/31/2023
Buckingham Strategic Wealth LLC26,849$522 12/31/2023
     COMB26,849$522 12/31/2023
Evolution Wealth Advisors LLC24,985$496 03/31/2024
     COMB24,985$496 03/31/2024
LPL Financial LLC23,890$464 12/31/2023
     COMB23,890$464 12/31/2023
AE Wealth Management LLC17,070$334 12/31/2023
     COMB17,070$334 12/31/2023
Creative Planning16,312$317 12/31/2023
     COMB16,312$317 12/31/2023
Beaumont Financial Advisors LLC14,691$285 12/31/2023
     COMB14,691$285 12/31/2023
Creekmur Asset Management LLC14,529$282 12/31/2023
     COMB14,529$282 12/31/2023
Bank of New York Mellon Corp12,830$255 03/31/2024
     COMB12,830$255 03/31/2024
Lee Financial Co6,904$134 12/31/2023
     COMB6,904$134 12/31/2023
Global Retirement Partners LLC6,606$131 03/31/2024
     COMB6,606$131 03/31/2024
Trivant Custom Portfolio Group LLC5,950$118 03/31/2024
     COMB5,950$118 03/31/2024
US Bancorp DE5,246$102 12/31/2023
     COMB5,246$102 12/31/2023
Royal Bank of Canada4,899$95 12/31/2023
     COMB4,899$95 12/31/2023
IFP Advisors Inc4,474$87 12/31/2023
     COMB4,474$87 12/31/2023
Advisor Group Holdings Inc.4,076$79 12/31/2023
     COMB4,076$79 12/31/2023
Pacific Center for Financial Services2,718$53 12/31/2023
     COMB2,718$53 12/31/2023
Principal Securities Inc.434$8 12/31/2023
     COMB434$8 12/31/2023
Advisory Services Network LLC415$8 12/31/2023
     COMB415$8 12/31/2023
Geneos Wealth Management Inc.215$4 12/31/2023
     COMB215$4 12/31/2023
Newbridge Financial Services Group Inc.150$3 03/31/2024
     COMB150$3 03/31/2024
Tower Research Capital LLC TRC 114$2 12/31/2023
     COMB114$2 12/31/2023
SRS Capital Advisors Inc.30$1 12/31/2023
     COMB30$1 12/31/2023
FSA Wealth Management LLC62$1 12/31/2023
     COMB62$1 12/31/2023
Wells Fargo & Company MN1$0 12/31/2023
     COMB1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     COMB0$0 12/31/2023
Morgan Stanley1$0 12/31/2023
     COMB1$0 12/31/2023

See Summary: Institutional Holders of COMB
See Details: Top 10 Hedge Funds Holding COMB
Also See: COMB Holdings Changes

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