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Funds Holding FRI

On this page, we present all of the funds holding FRI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FRI, with a link to that fund's top holdings. The next columns indicate the amount of FRI stock held by each of the funds holding FRI, followed by the FRI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 57 funds holding FRI 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 FRI), click the fund name in the "Holder" column of the funds-holding-FRI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC923,029$24,220 12/31/2023
     FRI923,029$24,220 12/31/2023
Morgan Stanley733,087$19,236 12/31/2023
     FRI733,087$19,236 12/31/2023
Aft Forsyth & Sober LLC159,450$4,184 12/31/2023
     FRI159,450$4,184 12/31/2023
UBS Group AG120,886$3,172 12/31/2023
     FRI120,886$3,172 12/31/2023
Chicago Partners Investment Group LLC116,769$2,854 03/31/2024
     FRI116,769$2,854 03/31/2024
Wells Fargo & Company MN108,431$2,845 12/31/2023
     FRI108,431$2,845 12/31/2023
Vestmark Advisory Solutions Inc.95,025$2,493 12/31/2023
     FRI95,025$2,493 12/31/2023
Stifel Financial Corp54,870$1,440 12/31/2023
     FRI54,870$1,440 12/31/2023
Envestnet Asset Management Inc.50,582$1,327 12/31/2023
     FRI50,582$1,327 12/31/2023
Advisor Group Holdings Inc.43,969$1,154 12/31/2023
     FRI43,969$1,154 12/31/2023
Royal Bank of Canada43,506$1,141 12/31/2023
     FRI43,506$1,141 12/31/2023
Citadel Advisors LLC37,997$997 12/31/2023
     FRI37,997$997 12/31/2023
Commonwealth Equity Services LLC30,234$793 12/31/2023
     FRI30,234$793 12/31/2023
AE Wealth Management LLC29,806$758 12/31/2023
     FRI29,806$758 12/31/2023
HighTower Advisors LLC27,789$728 12/31/2023
     FRI27,789$728 12/31/2023
Cottonwood Capital Advisors LLC28,274$688 03/31/2024
     FRI28,274$688 03/31/2024
Financial Advocates Investment Management25,264$663 12/31/2023
     FRI25,264$663 12/31/2023
Bank of America Corp DE24,838$652 12/31/2023
     FRI24,838$652 12/31/2023
Susquehanna International Group LLP23,805$625 12/31/2023
     FRI23,805$625 12/31/2023
Cetera Investment Advisers22,320$586 12/31/2023
     FRI22,320$586 12/31/2023
M Holdings Securities Inc.22,054$579 12/31/2023
     FRI22,054$579 12/31/2023
Ameriprise Financial Inc.21,296$559 12/31/2023
     FRI21,296$559 12/31/2023
Jaffetilchin Investment Partners LLC19,246$505 12/31/2023
     FRI19,246$505 12/31/2023
Cambridge Investment Research Advisors Inc.18,221$474 03/31/2024
     FRI18,221$474 03/31/2024
Benjamin F. Edwards & Company Inc.17,823$468 12/31/2023
     FRI17,823$468 12/31/2023
RPg Family Wealth Advisory LLC17,095$449 12/31/2023
     FRI17,095$449 12/31/2023
Goldman Sachs Group Inc.16,833$442 12/31/2023
     FRI16,833$442 12/31/2023
Cerity Partners LLC16,006$420 12/31/2023
     FRI16,006$420 12/31/2023
GWM Advisors LLC15,791$414 12/31/2023
     FRI15,791$414 12/31/2023
Harvest Investment Services LLC14,066$369 12/31/2023
     FRI14,066$369 12/31/2023
Cetera Advisors LLC13,587$357 12/31/2023
     FRI13,587$357 12/31/2023
Kestra Advisory Services LLC12,575$330 12/31/2023
     FRI12,575$330 12/31/2023
Principal Securities Inc.11,184$293 12/31/2023
     FRI11,184$293 12/31/2023
Envestnet Portfolio Solutions Inc.11,049$290 12/31/2023
     FRI11,049$290 12/31/2023
Private Trust Co. NA10,229$266 03/31/2024
     FRI10,229$266 03/31/2024
Stratos Wealth Advisors LLC10,228$266 03/31/2024
     FRI10,228$266 03/31/2024
Beacon Financial Advisory LLC10,137$266 12/31/2023
     FRI10,137$266 12/31/2023
MML Investors Services LLC9,661$253 12/31/2023
     FRI9,661$253 12/31/2023
Raymond James & Associates9,581$249 03/31/2024
     FRI9,581$249 03/31/2024
Twin Peaks Wealth Advisors LLC9,570$249 03/31/2024
     FRI9,570$249 03/31/2024
RVW Wealth LLC8,965$233 03/31/2024
     FRI8,965$233 03/31/2024
Janney Montgomery Scott LLC8,500$223 12/31/2023
     FRI8,500$223 12/31/2023
Cetera Advisor Networks LLC8,048$211 12/31/2023
     FRI8,048$211 12/31/2023
Householder Group Estate & Retirement Specialist LLC5,046$132 12/31/2023
     FRI5,046$132 12/31/2023
Register Financial Advisors LLC4,658$121 03/31/2024
     FRI4,658$121 03/31/2024
Tower Research Capital LLC TRC 4,462$117 12/31/2023
     FRI4,462$117 12/31/2023
NBC Securities Inc.4,092$116 03/31/2024
     FRI4,092$116 03/31/2024
Global Retirement Partners LLC4,254$111 03/31/2024
     FRI4,254$111 03/31/2024
The PNC Financial Services Group Inc.2,070$54 12/31/2023
     FRI2,070$54 12/31/2023
Ancora Advisors LLC1,887$50 12/31/2023
     FRI1,887$50 12/31/2023
Harbour Investments Inc.957$25 12/31/2023
     FRI957$25 12/31/2023
Qube Research & Technologies Ltd791$21 12/31/2023
     FRI791$21 12/31/2023
Hexagon Capital Partners LLC766$20 03/31/2024
     FRI766$20 03/31/2024
CWM LLC737$19 03/31/2024
     FRI737$19 03/31/2024
Steward Partners Investment Advisory LLC533$14 12/31/2023
     FRI533$14 12/31/2023
Advisory Services Network LLC193$5 12/31/2023
     FRI193$5 12/31/2023
Larson Financial Group LLC28$1 12/31/2023
     FRI28$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     FRI0$0 12/31/2023

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

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