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|
|
This page summarizes the CIU holdings changes quarter over quarter among those 13F filers that have reported for
the 12/31/2018 period, comparing share count change from 9/30/2018 to 12/31/2018.
Share count is compared over these two periods to provide an indication of whether CIU is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 9/30/2018
Share Count | 12/31/2018
Share Count | Change | % Change |
|---|
| 13F Filers Increasing CIU Share Count |
|---|
| Tdam USA Inc. |
8,675 |
24,875 |
+16,200 |
+186.74% |
| CWM LLC |
168 |
450 |
+282 |
+167.86% |
| Shepherd Financial Partners LLC |
1,950 |
4,398 |
+2,448 |
+125.54% |
| JCIC Asset Management Inc. |
620 |
1,305 |
+685 |
+110.48% |
| Davis R M Inc. |
17,253 |
29,130 |
+11,877 |
+68.84% |
| Calamos Wealth Management LLC |
11,902 |
20,077 |
+8,175 |
+68.69% |
| Whittier Trust Co. of Nevada Inc. |
20,438 |
33,541 |
+13,103 |
+64.11% |
| Astor Investment Management LLC |
15,442 |
24,270 |
+8,828 |
+57.17% |
| FDx Advisors Inc. |
32,026 |
44,661 |
+12,635 |
+39.45% |
| Sharkey Howes & Javer |
9,987 |
13,588 |
+3,601 |
+36.06% |
| Welch & Forbes LLC |
4,400 |
5,730 |
+1,330 |
+30.23% |
| GWM Advisors LLC |
70,748 |
90,806 |
+20,058 |
+28.35% |
| Level Four Advisory Services LLC |
4,383 |
5,464 |
+1,081 |
+24.66% |
| UMB Bank N A MO |
112,809 |
131,021 |
+18,212 |
+16.14% |
| Sigma Planning Corp |
11,238 |
12,976 |
+1,738 |
+15.47% |
| Eagle Global Advisors LLC |
22,472 |
25,834 |
+3,362 |
+14.96% |
|
56,239 |
61,463 |
+5,224 |
+9.29% |
| ETRADE Capital Management LLC |
164,867 |
178,783 |
+13,916 |
+8.44% |
| Concorde Asset Management LLC |
26,499 |
28,719 |
+2,220 |
+8.38% |
| LPL Financial LLC |
1,543,907 |
1,654,619 |
+110,712 |
+7.17% |
|
54,290 |
58,179 |
+3,889 |
+7.16% |
| StoneX Group Inc. |
5,422 |
5,809 |
+387 |
+7.14% |
| Financial Life Advisors |
273,531 |
292,653 |
+19,122 |
+6.99% |
| Pinnacle Financial Partners Inc. |
13,985 |
14,873 |
+888 |
+6.35% |
| EFG Asset Management Americas Corp. |
18,498 |
19,528 |
+1,030 |
+5.57% |
|
100,713 |
104,850 |
+4,137 |
+4.11% |
| PFG Advisors |
78,295 |
81,516 |
+3,221 |
+4.11% |
| Bank of Montreal Can |
644,267 |
668,573 |
+24,306 |
+3.77% |
| Meridian Management Co. |
124,767 |
129,106 |
+4,339 |
+3.48% |
| IFP Advisors Inc |
23,912 |
24,732 |
+820 |
+3.43% |
| ST Germain D J Co. Inc. |
4,540 |
4,680 |
+140 |
+3.08% |
| Janney Montgomery Scott LLC |
380,669 |
391,081 |
+10,412 |
+2.74% |
| Interactive Financial Advisors |
89,006 |
91,229 |
+2,223 |
+2.50% |
| Bangor Savings Bank |
429,971 |
437,637 |
+7,666 |
+1.78% |
| Ellenbecker Investment Group |
134,533 |
136,670 |
+2,137 |
+1.59% |
| AdvisorNet Financial Inc |
979 |
993 |
+14 |
+1.43% |
| Raymond James Trust N.A. |
68,077 |
68,891 |
+814 |
+1.20% |
| NorthCoast Asset Management LLC |
416,302 |
421,091 |
+4,789 |
+1.15% |
| Argent Trust Co |
17,755 |
17,931 |
+176 |
+0.99% |
| Sabal Trust CO |
505,848 |
508,070 |
+2,222 |
+0.44% |
| Parsons Capital Management Inc. RI |
26,976 |
27,064 |
+88 |
+0.33% |
|
50,987 |
51,086 |
+99 |
+0.19% |
| Courage Miller Partners LLC |
87,519 |
87,678 |
+159 |
+0.18% |
| Duncker Streett & Co. Inc. |
39,932 |
39,936 |
+4 |
+0.01% |
| 13F Filers Reporting New Positions In CIU |
|---|
| Barings LLC |
0 |
55,992 |
+55,992 |
+100% |
| First Manhattan Co. |
0 |
605 |
+605 |
+100% |
| Kays Financial Advisory Corp ADV |
0 |
26,800 |
+26,800 |
+100% |
| Shine Investment Advisory Services Inc. |
0 |
80 |
+80 |
+100% |
| Adirondack Trust Co. |
0 |
577 |
+577 |
+100% |
| Motco |
0 |
8 |
+8 |
+100% |
| Advisors Capital Management LLC |
0 |
22,143 |
+22,143 |
+100% |
|
0 |
1,154 |
+1,154 |
+100% |
|
0 |
295 |
+295 |
+100% |
| National Asset Management Inc. |
0 |
6,773 |
+6,773 |
+100% |
| Camarda Financial Advisors LLC |
0 |
416 |
+416 |
+100% |
| JNBA Financial Advisors |
0 |
347 |
+347 |
+100% |
| TCI Wealth Advisors Inc. |
0 |
109 |
+109 |
+100% |
| Financial Advisory Service Inc. |
0 |
13,653 |
+13,653 |
+100% |
| Capital Investment Advisory Services LLC |
0 |
400 |
+400 |
+100% |
| FC Advisory LLC |
0 |
11,326 |
+11,326 |
+100% |
| Clearwater Capital Advisors LLC |
0 |
35,427 |
+35,427 |
+100% |
| KCS Wealth Advisory |
0 |
22,047 |
+22,047 |
+100% |
| Doyle Wealth Management |
0 |
590 |
+590 |
+100% |
| Crescent Grove Advisors LLC |
0 |
4,429 |
+4,429 |
+100% |
| Chesapeake Wealth Management |
0 |
6,396 |
+6,396 |
+100% |
| We Are One Seven LLC |
0 |
527 |
+527 |
+100% |
| F3Logic LLC |
0 |
9,514 |
+9,514 |
+100% |
| Quad Cities Investment Group LLC |
0 |
10 |
+10 |
+100% |
| MinichMacGregor Wealth Management LLC |
0 |
3,925 |
+3,925 |
+100% |
| Cooper Financial Group |
0 |
5,787 |
+5,787 |
+100% |
| Laurel Wealth Advisors LLC |
0 |
200 |
+200 |
+100% |
| Strategic Investment Advisors MI |
0 |
20,091 |
+20,091 |
+100% |
| Coastal Capital Group Inc. |
0 |
4,511 |
+4,511 |
+100% |
| MA Private Wealth |
0 |
169,031 |
+169,031 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Huntington National Bank |
20,742 |
20,742 |
UNCH |
0.00% |
| First Hawaiian Bank |
5,800 |
5,800 |
UNCH |
0.00% |
| Payden & Rygel |
4,500 |
4,500 |
UNCH |
0.00% |
| Shaker Investments LLC OH |
6,910 |
6,910 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
12,262 |
12,262 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
1,400 |
1,400 |
UNCH |
0.00% |
| Nottingham Advisors Inc. |
10,000 |
10,000 |
UNCH |
0.00% |
| Allianz Investment Management LLC |
1,166,020 |
1,166,020 |
UNCH |
0.00% |
| Foster & Motley Inc. |
3,872 |
3,872 |
UNCH |
0.00% |
| Sonata Capital Group Inc. |
11,100 |
11,100 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
1,852 |
1,852 |
UNCH |
0.00% |
|
4,500 |
4,500 |
UNCH |
0.00% |
| NTV Asset Management LLC |
8,200 |
8,200 |
UNCH |
0.00% |
| Ledyard National Bank |
196 |
196 |
UNCH |
0.00% |
| Harel Insurance Investments & Financial Services Ltd. |
2,556 |
2,556 |
UNCH |
0.00% |
| Eagle Ridge Investment Management |
7,600 |
7,600 |
UNCH |
0.00% |
| Parkside Financial Bank & Trust |
130 |
130 |
UNCH |
0.00% |
| Boltwood Capital Management |
5,140 |
5,140 |
UNCH |
0.00% |
| Carroll Financial Associates Inc. |
756 |
756 |
UNCH |
0.00% |
| Cordasco Financial Network |
1,280 |
1,280 |
UNCH |
0.00% |
| Burt Wealth Advisors |
974 |
974 |
UNCH |
0.00% |
| Dakota Wealth Management |
32,129 |
32,129 |
UNCH |
0.00% |
| Community Bank N.A. |
1,370 |
1,370 |
UNCH |
0.00% |
| Armor Investment Advisors LLC |
320 |
320 |
UNCH |
0.00% |
| Patriot Financial Group Insurance Agency LLC |
1,084 |
1,084 |
UNCH |
0.00% |
| Sterling Investment Advisors Ltd. |
1,600 |
1,600 |
UNCH |
0.00% |
| Valeo Financial Advisors LLC |
170 |
170 |
UNCH |
0.00% |
| Bedel Financial Consulting Inc. |
100 |
100 |
UNCH |
0.00% |
| LFA Lugano Financial Advisors SA |
22,426 |
22,426 |
UNCH |
0.00% |
| Gables Capital Management Inc. |
1,596 |
1,596 |
UNCH |
0.00% |
| Bell Rock Capital LLC |
116 |
116 |
UNCH |
0.00% |
| 13F Filers Decreasing CIU Share Count |
|---|
| Delta Asset Management LLC TN |
60,267 |
160 |
-60,107 |
-99.73% |
| Trilogy Capital Inc. |
260,074 |
8,129 |
-251,945 |
-96.87% |
| Telemus Capital LLC |
279,186 |
13,313 |
-265,873 |
-95.23% |
| Optimum Investment Advisors |
3,350 |
300 |
-3,050 |
-91.04% |
| Flagship Harbor Advisors LLC |
10,607 |
1,426 |
-9,181 |
-86.56% |
| Private Ocean LLC |
1,256 |
256 |
-1,000 |
-79.62% |
| Parallel Advisors LLC |
700 |
211 |
-489 |
-69.86% |
| Steward Partners Investment Advisory LLC |
96,320 |
34,436 |
-61,884 |
-64.25% |
| OLD National Bancorp IN |
12,028 |
4,488 |
-7,540 |
-62.69% |
| Acropolis Investment Management LLC |
126,590 |
65,109 |
-61,481 |
-48.57% |
| DT Investment Partners LLC |
569,168 |
313,587 |
-255,581 |
-44.90% |
| Focused Wealth Management Inc |
1,530 |
850 |
-680 |
-44.44% |
| Altium Wealth Management LLC |
8,978 |
5,190 |
-3,788 |
-42.19% |
| Hanson & Doremus Investment Management |
1,844 |
1,080 |
-764 |
-41.43% |
| NewSquare Capital LLC |
466,532 |
273,598 |
-192,934 |
-41.35% |
| Horan Securities Inc. |
12,430 |
7,348 |
-5,082 |
-40.88% |
| Integrated Investment Consultants LLC |
12,486 |
7,967 |
-4,519 |
-36.19% |
|
13,174 |
8,644 |
-4,530 |
-34.39% |
| TD Asset Management Inc. |
57,000 |
40,700 |
-16,300 |
-28.60% |
| Shoker Investment Counsel Inc. |
13,432 |
9,621 |
-3,811 |
-28.37% |
|
139,771 |
100,360 |
-39,411 |
-28.20% |
| Benjamin F. Edwards & Company Inc. |
650 |
471 |
-179 |
-27.54% |
| Investment Partners LTD. |
92,402 |
68,710 |
-23,692 |
-25.64% |
| Brighton Jones LLC |
17,688 |
13,569 |
-4,119 |
-23.29% |
| D.A. Davidson & CO. |
99,879 |
76,692 |
-23,187 |
-23.22% |
| Courier Capital LLC |
19,024 |
14,744 |
-4,280 |
-22.50% |
| Sound Income Strategies LLC |
2,174 |
1,688 |
-486 |
-22.36% |
| Reilly Financial Advisors LLC |
2,600 |
2,030 |
-570 |
-21.92% |
| Destination Wealth Management |
93,567 |
74,700 |
-18,867 |
-20.16% |
|
22,626 |
18,384 |
-4,242 |
-18.75% |
| Truist Financial Corp |
248,098 |
203,990 |
-44,108 |
-17.78% |
| Stelac Advisory Services LLC |
216,340 |
177,950 |
-38,390 |
-17.75% |
| Brookstone Capital Management |
542,222 |
447,374 |
-94,848 |
-17.49% |
| Dynamic Advisor Solutions LLC |
15,207 |
12,596 |
-2,611 |
-17.17% |
|
7,005 |
5,829 |
-1,176 |
-16.79% |
| Bank of The West |
42,464 |
35,955 |
-6,509 |
-15.33% |
| ETF Portfolio Partners Inc. |
184,240 |
156,929 |
-27,311 |
-14.82% |
| James Investment Research Inc. |
257,476 |
220,722 |
-36,754 |
-14.27% |
| Good Life Advisors LLC |
7,411 |
6,424 |
-987 |
-13.32% |
| LifePlan Financial Group Inc |
14,313 |
12,506 |
-1,807 |
-12.62% |
| Proffitt & Goodson Inc. |
242,159 |
211,999 |
-30,160 |
-12.45% |
| StrategIQ Financial Group LLC |
37,055 |
32,561 |
-4,494 |
-12.13% |
| Webster Bank N. A. |
57,531 |
50,666 |
-6,865 |
-11.93% |
| Cliftonlarsonallen Wealth Advisors LLC |
45,026 |
39,670 |
-5,356 |
-11.90% |
|
39,559 |
34,936 |
-4,623 |
-11.69% |
| Bartlett & Co. LLC |
28,096 |
24,941 |
-3,155 |
-11.23% |
| First Trust Advisors LP |
192,500 |
171,824 |
-20,676 |
-10.74% |
| Bigelow Investment Advisors LLC |
29,380 |
26,280 |
-3,100 |
-10.55% |
| Sage Advisory Services Ltd.Co. |
586,852 |
530,490 |
-56,362 |
-9.60% |
| Whittier Trust Co. |
73,726 |
66,978 |
-6,748 |
-9.15% |
| Boyd Watterson Asset Management LLC OH |
42,624 |
38,807 |
-3,817 |
-8.96% |
|
144,121 |
133,819 |
-10,302 |
-7.15% |
| Arkansas Financial Group Inc. |
397,504 |
371,144 |
-26,360 |
-6.63% |
| Keybank National Association OH |
1,861,983 |
1,740,606 |
-121,377 |
-6.52% |
| Beacon Financial Group |
7,722 |
7,253 |
-469 |
-6.07% |
| Country Club Trust Company n.a. |
45,094 |
42,409 |
-2,685 |
-5.95% |
| BlackRock Inc. |
4,036,076 |
3,808,880 |
-227,196 |
-5.63% |
| Regions Financial Corp |
5,210 |
4,942 |
-268 |
-5.14% |
| First Personal Financial Services |
108,931 |
103,386 |
-5,545 |
-5.09% |
| Sandy Spring Bank |
8,890 |
8,490 |
-400 |
-4.50% |
| Pettyjohn Wood & White Inc. |
50,114 |
47,914 |
-2,200 |
-4.39% |
| Braun Bostich & Associates Inc. |
35,446 |
33,924 |
-1,522 |
-4.29% |
| Chesley Taft & Associates LLC |
48,155 |
46,130 |
-2,025 |
-4.21% |
| Granite Investment Advisors LLC |
45,120 |
43,272 |
-1,848 |
-4.10% |
| Eastern Bank |
49,990 |
48,080 |
-1,910 |
-3.82% |
| The PNC Financial Services Group Inc. |
2,816,655 |
2,720,125 |
-96,530 |
-3.43% |
| One Capital Management LLC |
296,487 |
286,801 |
-9,686 |
-3.27% |
|
6,900 |
6,700 |
-200 |
-2.90% |
| Vicus Capital |
13,896 |
13,563 |
-333 |
-2.40% |
| White Pine Investment CO |
21,846 |
21,366 |
-480 |
-2.20% |
| DAVENPORT & Co LLC |
291,390 |
285,204 |
-6,186 |
-2.12% |
| Nations Financial Group Inc. IA ADV |
5,546 |
5,432 |
-114 |
-2.06% |
| Palladium Partners LLC |
67,700 |
66,421 |
-1,279 |
-1.89% |
| Cambridge Investment Research Advisors Inc. |
55,559 |
54,633 |
-926 |
-1.67% |
| Private Capital Group LLC |
34,324 |
33,757 |
-567 |
-1.65% |
| Estate Counselors LLC |
191,670 |
188,550 |
-3,120 |
-1.63% |
| Evanson Asset Management LLC |
4,879 |
4,851 |
-28 |
-0.57% |
| M&T Bank Corp |
13,705 |
13,637 |
-68 |
-0.50% |
| AdvicePeriod LLC |
153,829 |
153,291 |
-538 |
-0.35% |
| Wealthstar Advisors LLC |
119,759 |
119,644 |
-115 |
-0.10% |
| Comerica Bank |
264,462 |
264,368 |
-94 |
-0.04% |
| Matson Money. Inc. |
3,282,467 |
3,282,342 |
-125 |
-0.00% |
| 13F Filers Exiting CIU |
|---|
| Global Retirement Partners LLC |
5,835 |
0 |
-5,835 |
-100.00% |
| J. L. Bainbridge & Co. Inc. |
6,888 |
0 |
-6,888 |
-100.00% |
| Rockefeller Capital Management L.P. |
3,264 |
0 |
-3,264 |
-100.00% |
| Lutz Financial Services LLC |
16,593 |
0 |
-16,593 |
-100.00% |
| Integrated Wealth Concepts LLC |
8,723 |
0 |
-8,723 |
-100.00% |
| Independence Bank of Kentucky |
600 |
0 |
-600 |
-100.00% |
| Financial Advocates Investment Management |
51,138 |
0 |
-51,138 |
-100.00% |
| LexAurum Advisors LLC |
6,348 |
0 |
-6,348 |
-100.00% |
| IFG Advisory LLC |
3,892 |
0 |
-3,892 |
-100.00% |
| SeaCrest Wealth Management LLC |
2,892 |
0 |
-2,892 |
-100.00% |
| Stephens Group Asset Management LLC |
300 |
0 |
-300 |
-100.00% |
| Aevitas Wealth Management Inc. |
100 |
0 |
-100 |
-100.00% |
| Icon Wealth Partners LLC |
42,077 |
0 |
-42,077 |
-100.00% |
| Redwood Investment Management LLC |
44,815 |
0 |
-44,815 |
-100.00% |
| BDO Wealth Advisors LLC |
1,000 |
0 |
-1,000 |
-100.00% |
| Israel Discount Bank of New York |
83,271 |
0 |
-83,271 |
-100.00% |
| Fieldpoint Private Securities LLC |
300 |
0 |
-300 |
-100.00% |
| Donoghue Forlines LLC |
64,386 |
0 |
-64,386 |
-100.00% |
| Summit X LLC |
6,023 |
0 |
-6,023 |
-100.00% |
| AE Wealth Management LLC |
11,358 |
0 |
-11,358 |
-100.00% |
| IHT Wealth Management LLC |
17,978 |
0 |
-17,978 |
-100.00% |
|
33,669 |
0 |
-33,669 |
-100.00% |
| YorkBridge Wealth Partners LLC |
130 |
0 |
-130 |
-100.00% |
| McAdam LLC |
518 |
0 |
-518 |
-100.00% |
| Mutual Advisors LLC |
26,513 |
0 |
-26,513 |
-100.00% |
| Jacobi Capital Management LLC |
2,050 |
0 |
-2,050 |
-100.00% |
| GFI Investment Counsel Ltd. |
7,870 |
0 |
-7,870 |
-100.00% |
| Wealthcare Advisory Partners LLC |
4 |
0 |
-4 |
-100.00% |
|
619,180 |
0 |
-619,180 |
-100.00% |
| Probity Advisors Inc. |
46,592 |
0 |
-46,592 |
-100.00% |
| Gilbert & Cook Inc. |
217,797 |
0 |
-217,797 |
-100.00% |
| Wealthsource Partners LLC |
10,098 |
0 |
-10,098 |
-100.00% |
| Mosaic Family Wealth LLC |
34 |
0 |
-34 |
-100.00% |
| Cornerstone Wealth Management LLC |
2,556,126 |
0 |
-2,556,126 |
-100.00% |
| SevenBridge Financial Group LLC |
416 |
0 |
-416 |
-100.00% |
| Cetera Investment Advisers |
41,490 |
0 |
-41,490 |
-100.00% |
| Wealthspire Advisors L.P. |
250 |
0 |
-250 |
-100.00% |
| Venturi Wealth Management LLC |
10,304 |
0 |
-10,304 |
-100.00% |
| Grove Bank & Trust |
146,604 |
0 |
-146,604 |
-100.00% |
| CMH Wealth Management LLC |
7,211 |
0 |
-7,211 |
-100.00% |
| Edmond DE Rothschild Holding S.A. |
7,360 |
0 |
-7,360 |
-100.00% |
| Baird Financial Group Inc. |
242,328 |
0 |
-242,328 |
-100.00% |
| Man Group plc |
40,641 |
0 |
-40,641 |
-100.00% |
| River & Mercantile LLC |
29,148 |
0 |
-29,148 |
-100.00% |
| AllSquare Wealth Management LLC |
926 |
0 |
-926 |
-100.00% |
| RFG Advisory LLC |
26,077 |
0 |
-26,077 |
-100.00% |
| Patten Group Inc. |
2,480 |
0 |
-2,480 |
-100.00% |
| Rehmann Capital Advisory Group |
4,376 |
0 |
-4,376 |
-100.00% |
| Bray Capital Advisors |
3,244 |
0 |
-3,244 |
-100.00% |
| Capital Analysts LLC |
946 |
0 |
-946 |
-100.00% |
| RiverGlades Family Offices LLC |
13,004 |
0 |
-13,004 |
-100.00% |
| Stratos Wealth Partners LTD. |
3,946 |
0 |
-3,946 |
-100.00% |
| UBS Group AG |
3,305,785 |
0 |
-3,305,785 |
-100.00% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
2,851 |
0 |
-2,851 |
-100.00% |
| Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. |
137,601 |
0 |
-137,601 |
-100.00% |
| D. Scott Neal Inc. |
460,556 |
0 |
-460,556 |
-100.00% |
| Fort Point Capital Partners LLC |
5,154 |
0 |
-5,154 |
-100.00% |
| First Horizon Advisors Inc. |
10,996 |
0 |
-10,996 |
-100.00% |
| Naples Global Advisors LLC |
3,780 |
0 |
-3,780 |
-100.00% |
| Tiemann Investment Advisors LLC |
31,261 |
0 |
-31,261 |
-100.00% |
| Advisory Services Network LLC |
35,593 |
0 |
-35,593 |
-100.00% |
| Janney Capital Management LLC |
380,669 |
0 |
-380,669 |
-100.00% |
| Private Advisor Group LLC |
98,637 |
0 |
-98,637 |
-100.00% |
| Chicago Partners Investment Group LLC |
1,398 |
0 |
-1,398 |
-100.00% |
| Allworth Financial LP |
776 |
0 |
-776 |
-100.00% |
| Strategic Wealth Advisors Group LLC |
113,835 |
0 |
-113,835 |
-100.00% |
| Aviance Capital Partners LLC |
35,809 |
0 |
-35,809 |
-100.00% |
| Aspen Investment Management Inc |
25,510 |
0 |
-25,510 |
-100.00% |
| Atria Investments LLC |
86,125 |
0 |
-86,125 |
-100.00% |
| Day & Ennis LLC |
38,345 |
0 |
-38,345 |
-100.00% |
| Cetera Advisor Networks LLC |
19,431 |
0 |
-19,431 |
-100.00% |
| Cetera Advisors LLC |
7,979 |
0 |
-7,979 |
-100.00% |
| Tower Research Capital LLC TRC |
1,772 |
0 |
-1,772 |
-100.00% |
| Parallax Volatility Advisers L.P. |
2 |
0 |
-2 |
-100.00% |
| ARGI Investment Services LLC |
727,116 |
0 |
-727,116 |
-100.00% |
| Autus Asset Management LLC |
19,874 |
0 |
-19,874 |
-100.00% |
| First Allied Advisory Services Inc. |
21,079 |
0 |
-21,079 |
-100.00% |
| Captrust Financial Advisors |
180 |
0 |
-180 |
-100.00% |
| Patton Albertson Miller Group LLC |
2,322 |
0 |
-2,322 |
-100.00% |
| Charles Schwab Investment Advisory Inc. |
88,342 |
0 |
-88,342 |
-100.00% |
| Sawtooth Solutions LLC |
7,017 |
0 |
-7,017 |
-100.00% |
| Evercore Wealth Management LLC |
82,562 |
0 |
-82,562 |
-100.00% |
| Roundview Capital LLC |
17,270 |
0 |
-17,270 |
-100.00% |
| Psagot Investment House Ltd. |
1,088 |
0 |
-1,088 |
-100.00% |
| United Capital Financial Advisers LLC |
5,705,156 |
0 |
-5,705,156 |
-100.00% |
| Raymond James Financial Services Advisors Inc. |
249,209 |
0 |
-249,209 |
-100.00% |
| HighTower Advisors LLC |
75,379 |
0 |
-75,379 |
-100.00% |
| Two Sigma Securities LLC |
8,095 |
0 |
-8,095 |
-100.00% |
| Susquehanna International Group LLP |
198,238 |
0 |
-198,238 |
-100.00% |
| Oxford Asset Management LLP |
3,800 |
0 |
-3,800 |
-100.00% |
|
45,832 |
0 |
-45,832 |
-100.00% |
|
2,674 |
0 |
-2,674 |
-100.00% |
| Dana Investment Advisors Inc. |
8,573 |
0 |
-8,573 |
-100.00% |
| Horizon Investment Services LLC |
18,294 |
0 |
-18,294 |
-100.00% |
| Apriem Advisors |
21,640 |
0 |
-21,640 |
-100.00% |
| Voya Financial Advisors Inc. |
15,488 |
0 |
-15,488 |
-100.00% |
| Financial Engines Advisors L.L.C. |
369 |
0 |
-369 |
-100.00% |
| Migdal Insurance & Financial Holdings Ltd. |
112,534 |
0 |
-112,534 |
-100.00% |
| Envestnet Asset Management Inc. |
10,362,625 |
0 |
-10,362,625 |
-100.00% |
| Ashfield Capital Partners LLC |
4,428 |
0 |
-4,428 |
-100.00% |
| WBI Investments |
307,593 |
0 |
-307,593 |
-100.00% |
| Lee Financial Co |
22,498 |
0 |
-22,498 |
-100.00% |
| Bank of New York Mellon Corp |
1,083,637 |
0 |
-1,083,637 |
-100.00% |
| Novare Capital Management LLC |
4,580 |
0 |
-4,580 |
-100.00% |
| LaFleur & Godfrey LLC |
12,300 |
0 |
-12,300 |
-100.00% |
| Forward Management LLC |
23,790 |
0 |
-23,790 |
-100.00% |
| Ballentine Partners LLC |
3,761 |
0 |
-3,761 |
-100.00% |
| Headinvest LLC |
4,080 |
0 |
-4,080 |
-100.00% |
|
91,909 |
0 |
-91,909 |
-100.00% |
| Brinker Capital Investments LLC |
373,611 |
0 |
-373,611 |
-100.00% |
| 3D Asset Management Inc. |
10,569 |
0 |
-10,569 |
-100.00% |
| Beaumont Financial Partners LLC |
13,078 |
0 |
-13,078 |
-100.00% |
| Obermeyer Wood Investment Counsel Lllp |
19,470 |
0 |
-19,470 |
-100.00% |
| Clearbridge Investments LLC |
5,479 |
0 |
-5,479 |
-100.00% |
| Haverford Financial Services Inc. |
4,956 |
0 |
-4,956 |
-100.00% |
| Assetmark Inc. |
1,285,580 |
0 |
-1,285,580 |
-100.00% |
|
27,190 |
0 |
-27,190 |
-100.00% |
| Bragg Financial Advisors Inc |
5,712 |
0 |
-5,712 |
-100.00% |
| Covington Capital Management |
1,970 |
0 |
-1,970 |
-100.00% |
| Veritable L.P. |
6,320 |
0 |
-6,320 |
-100.00% |
| Millennium Management LLC |
61,887 |
0 |
-61,887 |
-100.00% |
| Alesco Advisors LLC |
6,100 |
0 |
-6,100 |
-100.00% |
| Wrapmanager Inc. |
23,181 |
0 |
-23,181 |
-100.00% |
| Hilltop Holdings Inc. |
20,361 |
0 |
-20,361 |
-100.00% |
| Lazard Asset Management LLC |
4,432 |
0 |
-4,432 |
-100.00% |
| Leuthold Group LLC |
59,340 |
0 |
-59,340 |
-100.00% |
| Northwestern Mutual Wealth Management Co. |
6,395 |
0 |
-6,395 |
-100.00% |
| Northern Oak Wealth Management Inc. |
149,832 |
0 |
-149,832 |
-100.00% |
| White Pine Capital LLC |
59,550 |
0 |
-59,550 |
-100.00% |
| Itau Unibanco Holding S.A. |
22,424 |
0 |
-22,424 |
-100.00% |
| Massmutual Trust Co. FSB ADV |
380 |
0 |
-380 |
-100.00% |
| Marino Stram & Associates LLC |
1,033 |
0 |
-1,033 |
-100.00% |
| Raymond James & Associates |
394,382 |
0 |
-394,382 |
-100.00% |
| Colony Group LLC |
3,976 |
0 |
-3,976 |
-100.00% |
| Great Lakes Advisors LLC |
38,616 |
0 |
-38,616 |
-100.00% |
| Ameritas Investment Partners Inc. |
59,067 |
0 |
-59,067 |
-100.00% |
| Boston Financial Mangement LLC |
8,546 |
0 |
-8,546 |
-100.00% |
| New South Capital Management Inc. |
8,830 |
0 |
-8,830 |
-100.00% |
| Renaissance Technologies LLC |
26,304 |
0 |
-26,304 |
-100.00% |
| Charter Trust Co. |
25,934 |
0 |
-25,934 |
-100.00% |
|
327,012 |
0 |
-327,012 |
-100.00% |
| MUFG Americas Holdings Corp |
12,690 |
0 |
-12,690 |
-100.00% |
| Wilbanks Smith & Thomas Asset Management LLC |
3,120 |
0 |
-3,120 |
-100.00% |
| New England Asset Management Inc. |
3,300 |
0 |
-3,300 |
-100.00% |
| Bell Bank |
9,284 |
0 |
-9,284 |
-100.00% |
| Royal Bank of Canada |
3,224,174 |
0 |
-3,224,174 |
-100.00% |
| Matthew Goff Investment Advisor LLC |
148,245 |
0 |
-148,245 |
-100.00% |
| Parametric Portfolio Associates LLC |
53,644 |
0 |
-53,644 |
-100.00% |
| HM Payson & Co. |
135,116 |
0 |
-135,116 |
-100.00% |
| The Manufacturers Life Insurance Company |
97,714 |
0 |
-97,714 |
-100.00% |
| Advisory Research Inc. |
5,740 |
0 |
-5,740 |
-100.00% |
| Bank Hapoalim BM |
1,200 |
0 |
-1,200 |
-100.00% |
| Blair William & Co. IL |
21,007 |
0 |
-21,007 |
-100.00% |
| Allstate Corp |
1,777,082 |
0 |
-1,777,082 |
-100.00% |
| Morgan Stanley |
2,877,198 |
0 |
-2,877,198 |
-100.00% |
| Goldman Sachs Group Inc. |
1,397,141 |
0 |
-1,397,141 |
-100.00% |
| Toth Financial Advisory Corp |
380 |
0 |
-380 |
-100.00% |
| Trustmark National Bank Trust Department |
9,051 |
0 |
-9,051 |
-100.00% |
| Haverford Trust Co. |
664,277 |
0 |
-664,277 |
-100.00% |
| Citigroup Inc. |
76,977 |
0 |
-76,977 |
-100.00% |
| Whitener Capital Management Inc. |
192 |
0 |
-192 |
-100.00% |
| Credit Suisse AG |
51,808 |
0 |
-51,808 |
-100.00% |
| Ameriprise Financial Inc. |
2,131,199 |
0 |
-2,131,199 |
-100.00% |
| Stephens Inc. AR |
271,567 |
0 |
-271,567 |
-100.00% |
| Proequities Inc. |
17,335 |
0 |
-17,335 |
-100.00% |
| Hancock Whitney Corp |
306,619 |
0 |
-306,619 |
-100.00% |
|
120,944 |
0 |
-120,944 |
-100.00% |
| Stifel Financial Corp |
1,539,132 |
0 |
-1,539,132 |
-100.00% |
| MML Investors Services LLC |
335,485 |
0 |
-335,485 |
-100.00% |
| FMR LLC |
1,073 |
0 |
-1,073 |
-100.00% |
| Thrivent Financial for Lutherans |
151,485 |
0 |
-151,485 |
-100.00% |
| Commonwealth Equity Services LLC |
170,072 |
0 |
-170,072 |
-100.00% |
| King Luther Capital Management Corp |
20,263 |
0 |
-20,263 |
-100.00% |
| State Street Corp |
28,769 |
0 |
-28,769 |
-100.00% |
| Northern Trust Corp |
3,889,971 |
0 |
-3,889,971 |
-100.00% |
| Wells Fargo & Company MN |
2,973,438 |
0 |
-2,973,438 |
-100.00% |
| Bank of America Corp DE |
2,470,888 |
0 |
-2,470,888 |
-100.00% |
| Franklin Resources Inc. |
1,610,939 |
0 |
-1,610,939 |
-100.00% |
| US Bancorp DE |
744,164 |
0 |
-744,164 |
-100.00% |
| Fifth Third Bancorp |
4,312 |
0 |
-4,312 |
-100.00% |
| JPMorgan Chase & Co. |
132,948 |
0 |
-132,948 |
-100.00% |
| BOKF NA |
29,541 |
0 |
-29,541 |
-100.00% |
See Summary: Institutional Holders of CIU
See Details: Top 10 Hedge Funds Holding CIU
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