|
|
|
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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Betterment LLC | 481,304 | $9,352 | 12/31/2023 | COMB | 481,304 | $9,352 | 12/31/2023 | Resonant Capital Advisors LLC | 437,243 | $8,496 | 12/31/2023 | COMB | 437,243 | $8,496 | 12/31/2023 | Axiom Financial Strategies LLC | 262,926 | $5,109 | 12/31/2023 | COMB | 262,926 | $5,109 | 12/31/2023 | Lake Street Financial LLC | 172,541 | $3,428 | 03/31/2024 | COMB | 172,541 | $3,428 | 03/31/2024 | Appleton Partners Inc. MA | 158,763 | $3,155 | 03/31/2024 | COMB | 158,763 | $3,155 | 03/31/2024 | Great Lakes Advisors LLC | 140,849 | $2,737 | 12/31/2023 | COMB | 140,849 | $2,737 | 12/31/2023 | Commonwealth Equity Services LLC | 119,853 | $2,329 | 12/31/2023 | COMB | 119,853 | $2,329 | 12/31/2023 | Inscription Capital LLC | 97,091 | $1,998 | 03/31/2024 | COMB | 97,091 | $1,998 | 03/31/2024 | Stifel Financial Corp | 88,773 | $1,725 | 12/31/2023 | COMB | 88,773 | $1,725 | 12/31/2023 | Jane Street Group LLC | 72,734 | $1,413 | 12/31/2023 | COMB | 72,734 | $1,413 | 12/31/2023 | Vise Technologies Inc. | 50,724 | $986 | 12/31/2023 | COMB | 50,724 | $986 | 12/31/2023 | Northcape Wealth Management LLC | 45,972 | $893 | 12/31/2023 | COMB | 45,972 | $893 | 12/31/2023 | WCG Wealth Advisors LLC | 32,796 | $637 | 12/31/2023 | COMB | 32,796 | $637 | 12/31/2023 | Kestra Advisory Services LLC | 32,703 | $635 | 12/31/2023 | COMB | 32,703 | $635 | 12/31/2023 | Gainplan LLC | 30,722 | $610 | 03/31/2024 | COMB | 30,722 | $610 | 03/31/2024 | Adventist Health System Sunbelt Healthcare Corp | 30,200 | $587 | 12/31/2023 | COMB | 30,200 | $587 | 12/31/2023 | Bank of Montreal Can | 28,620 | $565 | 12/31/2023 | COMB | 28,620 | $565 | 12/31/2023 | Buckingham Strategic Wealth LLC | 26,849 | $522 | 12/31/2023 | COMB | 26,849 | $522 | 12/31/2023 | Evolution Wealth Advisors LLC | 24,985 | $496 | 03/31/2024 | COMB | 24,985 | $496 | 03/31/2024 | LPL Financial LLC | 23,890 | $464 | 12/31/2023 | COMB | 23,890 | $464 | 12/31/2023 | AE Wealth Management LLC | 17,070 | $334 | 12/31/2023 | COMB | 17,070 | $334 | 12/31/2023 | Creative Planning | 16,312 | $317 | 12/31/2023 | COMB | 16,312 | $317 | 12/31/2023 | Beaumont Financial Advisors LLC | 14,691 | $285 | 12/31/2023 | COMB | 14,691 | $285 | 12/31/2023 | Creekmur Asset Management LLC | 14,529 | $282 | 12/31/2023 | COMB | 14,529 | $282 | 12/31/2023 | Bank of New York Mellon Corp | 12,830 | $255 | 03/31/2024 | COMB | 12,830 | $255 | 03/31/2024 | Lee Financial Co | 6,904 | $134 | 12/31/2023 | COMB | 6,904 | $134 | 12/31/2023 | Global Retirement Partners LLC | 6,606 | $131 | 03/31/2024 | COMB | 6,606 | $131 | 03/31/2024 | Trivant Custom Portfolio Group LLC | 5,950 | $118 | 03/31/2024 | COMB | 5,950 | $118 | 03/31/2024 | US Bancorp DE | 5,246 | $102 | 12/31/2023 | COMB | 5,246 | $102 | 12/31/2023 | Royal Bank of Canada | 4,899 | $95 | 12/31/2023 | COMB | 4,899 | $95 | 12/31/2023 | IFP Advisors Inc | 4,474 | $87 | 12/31/2023 | COMB | 4,474 | $87 | 12/31/2023 | Advisor Group Holdings Inc. | 4,076 | $79 | 12/31/2023 | COMB | 4,076 | $79 | 12/31/2023 | Pacific Center for Financial Services | 2,718 | $53 | 12/31/2023 | COMB | 2,718 | $53 | 12/31/2023 | Principal Securities Inc. | 434 | $8 | 12/31/2023 | COMB | 434 | $8 | 12/31/2023 | Advisory Services Network LLC | 415 | $8 | 12/31/2023 | COMB | 415 | $8 | 12/31/2023 | Geneos Wealth Management Inc. | 215 | $4 | 12/31/2023 | COMB | 215 | $4 | 12/31/2023 | Newbridge Financial Services Group Inc. | 150 | $3 | 03/31/2024 | COMB | 150 | $3 | 03/31/2024 | Tower Research Capital LLC TRC | 114 | $2 | 12/31/2023 | COMB | 114 | $2 | 12/31/2023 | SRS Capital Advisors Inc. | 30 | $1 | 12/31/2023 | COMB | 30 | $1 | 12/31/2023 | FSA Wealth Management LLC | 62 | $1 | 12/31/2023 | COMB | 62 | $1 | 12/31/2023 | Wells Fargo & Company MN | 1 | $0 | 12/31/2023 | COMB | 1 | $0 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | COMB | 0 | $0 | 12/31/2023 | Morgan Stanley | 1 | $0 | 12/31/2023 | COMB | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of COMB
See Details: Top 10 Hedge Funds Holding COMB
Also See: COMB Holdings Changes
|
|