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Funds Holding SIZE

On this page, we present all of the funds holding SIZE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SIZE, with a link to that fund's top holdings. The next columns indicate the amount of SIZE stock held by each of the funds holding SIZE, followed by the SIZE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 64 funds holding SIZE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by BlackRock Inc.. For more details on the positions held by BlackRock Inc. (or by any of the other funds holding SIZE), click the fund name in the "Holder" column of the funds-holding-SIZE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
BlackRock Inc.436,702$57,588 12/31/2023
     SIZE436,702$57,588 12/31/2023
Bank of America Corp DE337,697$44,532 12/31/2023
     SIZE337,697$44,532 12/31/2023
Envestnet Asset Management Inc.170,673$22,507 12/31/2023
     SIZE170,673$22,507 12/31/2023
Trinity Wealth Management LLC107,139$15,244 03/31/2024
     SIZE107,139$15,244 03/31/2024
Principal Securities Inc.69,383$9,150 12/31/2023
     SIZE69,383$9,150 12/31/2023
The PNC Financial Services Group Inc.36,911$4,867 12/31/2023
     SIZE36,911$4,867 12/31/2023
Morgan Stanley35,151$4,635 12/31/2023
     SIZE35,151$4,635 12/31/2023
Lido Advisors LLC25,682$3,387 12/31/2023
     SIZE25,682$3,387 12/31/2023
LPL Financial LLC23,593$3,111 12/31/2023
     SIZE23,593$3,111 12/31/2023
Citadel Advisors LLC19,226$2,535 12/31/2023
     SIZE19,226$2,535 12/31/2023
Mercer Global Advisors Inc. ADV13,948$1,839 12/31/2023
     SIZE13,948$1,839 12/31/2023
Wharton Business Group LLC12,810$1,689 12/31/2023
     SIZE12,810$1,689 12/31/2023
Jane Street Group LLC10,701$1,411 12/31/2023
     SIZE10,701$1,411 12/31/2023
Parallel Advisors LLC9,258$1,221 12/31/2023
     SIZE9,258$1,221 12/31/2023
G&S Capital LLC8,494$1,209 03/31/2024
     SIZE8,494$1,209 03/31/2024
Hilltop Holdings Inc.8,664$1,143 12/31/2023
     SIZE8,664$1,143 12/31/2023
Advisor Group Holdings Inc.5,337$704 12/31/2023
     SIZE5,337$704 12/31/2023
Strategic Blueprint LLC5,154$680 12/31/2023
     SIZE5,154$680 12/31/2023
Lakeview Capital Partners LLC5,079$670 12/31/2023
     SIZE5,079$670 12/31/2023
Cerity Partners LLC4,822$636 12/31/2023
     SIZE4,822$636 12/31/2023
Keystone Financial Group4,382$578 12/31/2023
     SIZE4,382$578 12/31/2023
BCGM Wealth Management LLC4,185$552 12/31/2023
     SIZE4,185$552 12/31/2023
Client 1ST Advisory Group LLC3,754$495 12/31/2023
     SIZE3,754$495 12/31/2023
UBS Group AG3,322$438 12/31/2023
     SIZE3,322$438 12/31/2023
Wells Fargo & Company MN2,910$384 12/31/2023
     SIZE2,910$384 12/31/2023
MA Private Wealth2,267$299 12/31/2023
     SIZE2,267$299 12/31/2023
GWM Advisors LLC2,257$298 12/31/2023
     SIZE2,257$298 12/31/2023
Wealthsource Partners LLC2,211$292 12/31/2023
     SIZE2,211$292 12/31/2023
Cypress Wealth Services LLC1,926$274 03/31/2024
     SIZE1,926$274 03/31/2024
TKG Advisors LLC2,069$273 12/31/2023
     SIZE2,069$273 12/31/2023
RSM US Wealth Management LLC2,013$265 12/31/2023
     SIZE2,013$265 12/31/2023
Belvedere Trading LLC $264 12/31/2023
     Call2,000$264 12/31/2023
Freestone Capital Holdings LLC1,974$260 12/31/2023
     SIZE1,974$260 12/31/2023
Commonwealth Equity Services LLC1,944$256 12/31/2023
     SIZE1,944$256 12/31/2023
Raymond James Financial Services Advisors Inc.1,907$252 12/31/2023
     SIZE1,907$252 12/31/2023
JPMorgan Chase & Co.1,828$241 12/31/2023
     SIZE1,828$241 12/31/2023
Courier Capital LLC1,690$240 03/31/2024
     SIZE1,690$240 03/31/2024
Sunbelt Securities Inc.1,658$236 03/31/2024
     SIZE1,658$236 03/31/2024
Cambridge Investment Research Advisors Inc.1,787$236 12/31/2023
     SIZE1,787$236 12/31/2023
Northwestern Mutual Wealth Management Co.1,758$232 12/31/2023
     SIZE1,758$232 12/31/2023
CWM LLC1,436$204 03/31/2024
     SIZE1,436$204 03/31/2024
AdvisorNet Financial Inc1,205$171 03/31/2024
     SIZE1,205$171 03/31/2024
Royal Bank of Canada1,189$157 12/31/2023
     SIZE1,189$157 12/31/2023
FMR LLC970$128 12/31/2023
     SIZE970$128 12/31/2023
Harbour Investments Inc.965$127 12/31/2023
     SIZE965$127 12/31/2023
Icon Wealth Advisors LLC947$125 12/31/2023
     SIZE947$125 12/31/2023
Capital Investment Advisory Services LLC919$121 12/31/2023
     SIZE919$121 12/31/2023
TD Waterhouse Canada Inc.803$104 12/31/2023
     SIZE803$104 12/31/2023
Fifth Third Bancorp775$102 12/31/2023
     SIZE775$102 12/31/2023
Qube Research & Technologies Ltd401$53 12/31/2023
     SIZE401$53 12/31/2023
Farther Finance Advisors LLC305$40 12/31/2023
     SIZE305$40 12/31/2023
Goodwin Investment Advisory296$39 12/31/2023
     SIZE296$39 12/31/2023
Retirement Group LLC214$28 12/31/2023
     SIZE214$28 12/31/2023
Baystate Wealth Management LLC197$26 12/31/2023
     SIZE197$26 12/31/2023
US Bancorp DE165$22 12/31/2023
     SIZE165$22 12/31/2023
Element Wealth LLC162$21 12/31/2023
     SIZE162$21 12/31/2023
FSC Wealth Advisors LLC117$17 03/31/2024
     SIZE117$17 03/31/2024
Aspire Wealth Management Corp110$15 12/31/2023
     SIZE110$15 12/31/2023
Advisory Services Network LLC48$6 12/31/2023
     SIZE48$6 12/31/2023
Global Retirement Partners LLC39$5 12/31/2023
     SIZE39$5 12/31/2023
Creative Financial Designs Inc. ADV19$3 12/31/2023
     SIZE19$3 12/31/2023
Householder Group Estate & Retirement Specialist LLC16$2 12/31/2023
     SIZE16$2 12/31/2023
Proequities Inc.0$0 12/31/2023
     SIZE0$0 12/31/2023
WealthShield Partners LLC1$0 12/31/2023
     SIZE1$0 12/31/2023
Able Wealth Management LLC2$0 12/31/2023
     SIZE2$0 12/31/2023

See Summary: Institutional Holders of SIZE
See Details: Top 10 Hedge Funds Holding SIZE
Also See: SIZE Insider Buying
Also See: SIZE Holdings Changes

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