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There is a long list of 62 institutional holders of CFA within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of CFA by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-CFA table below,
the initial column indicates the name of each top institutional holder of CFA, with a link to that fund's top holdings. The next columns
indicate the amount of CFA stock held by each of the institutional holders of CFA, followed by the CFA position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Morgan Stanley | 824,872 | $61,560 | 12/31/2023 | | CFA | 824,872 | $61,560 | 12/31/2023 | | Bank of America Corp DE | 676,642 | $50,498 | 12/31/2023 | | CFA | 676,642 | $50,498 | 12/31/2023 | | UBS Group AG | 327,759 | $24,461 | 12/31/2023 | | CFA | 327,759 | $24,461 | 12/31/2023 | | Wells Fargo & Company MN | 283,228 | $23,043 | 03/31/2024 | | CFA | 283,228 | $23,043 | 03/31/2024 | | Comerica Bank | 290,094 | $21,650 | 12/31/2023 | | CFA | 290,094 | $21,650 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 265,604 | $21,610 | 03/31/2024 | | CFA | 265,604 | $21,610 | 03/31/2024 | | Yousif Capital Management LLC | 141,193 | $11,487 | 03/31/2024 | | CFA | 141,193 | $11,487 | 03/31/2024 | | Private Advisor Group LLC | 137,099 | $11,154 | 03/31/2024 | | CFA | 137,099 | $11,154 | 03/31/2024 | | SILVER OAK SECURITIES Inc | 128,319 | $10,440 | 03/31/2024 | | CFA | 128,319 | $10,440 | 03/31/2024 | | LPL Financial LLC | 117,205 | $9,536 | 03/31/2024 | | CFA | 117,205 | $9,536 | 03/31/2024 | | Envestnet Asset Management Inc. | 121,719 | $9,084 | 12/31/2023 | | CFA | 121,719 | $9,084 | 12/31/2023 | | Ameriprise Financial Inc. | 118,083 | $8,813 | 12/31/2023 | | CFA | 118,083 | $8,813 | 12/31/2023 | | Royal Bank of Canada | 78,192 | $5,835 | 12/31/2023 | | CFA | 78,192 | $5,835 | 12/31/2023 | | TAP Consulting LLC | 71,110 | $5,785 | 03/31/2024 | | CFA | 71,110 | $5,785 | 03/31/2024 | | Stifel Financial Corp | 76,674 | $5,722 | 12/31/2023 | | CFA | 76,674 | $5,722 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 64,950 | $4,847 | 12/31/2023 | | CFA | 64,950 | $4,847 | 12/31/2023 | | Advisor Group Holdings Inc. | 51,019 | $4,132 | 03/31/2024 | | CFA | 51,019 | $4,132 | 03/31/2024 | | Commonwealth Equity Services LLC | 49,649 | $4,039 | 03/31/2024 | | CFA | 49,649 | $4,039 | 03/31/2024 | | Raymond James & Associates | 47,839 | $3,892 | 03/31/2024 | | CFA | 47,839 | $3,892 | 03/31/2024 | | Goldman Sachs Group Inc. | 35,695 | $2,664 | 12/31/2023 | | CFA | 35,695 | $2,664 | 12/31/2023 | | Level Four Advisory Services LLC | 32,006 | $2,389 | 12/31/2023 | | CFA | 32,006 | $2,389 | 12/31/2023 | | Keystone Financial Group | 27,327 | $2,223 | 03/31/2024 | | CFA | 27,327 | $2,223 | 03/31/2024 | | Cambridge Investment Research Advisors Inc. | 26,581 | $2,163 | 03/31/2024 | | CFA | 26,581 | $2,163 | 03/31/2024 | | Rossmore Private Capital | 20,762 | $1,572 | 12/31/2023 | | CFA | 20,762 | $1,572 | 12/31/2023 | | Money Concepts Capital Corp | 17,086 | $1,390 | 03/31/2024 | | CFA | 17,086 | $1,390 | 03/31/2024 | | Nations Financial Group Inc. IA ADV | 11,795 | $960 | 03/31/2024 | | CFA | 11,795 | $960 | 03/31/2024 | | Integrated Wealth Concepts LLC | 12,769 | $953 | 12/31/2023 | | CFA | 12,769 | $953 | 12/31/2023 | | TBH Global Asset Management LLC | 10,897 | $887 | 03/31/2024 | | CFA | 10,897 | $887 | 03/31/2024 | | Citadel Advisors LLC | 11,397 | $851 | 12/31/2023 | | CFA | 11,397 | $851 | 12/31/2023 | | IHT Wealth Management LLC | 9,875 | $737 | 12/31/2023 | | CFA | 9,875 | $737 | 12/31/2023 | | Hibernia Wealth Partners LLC | 7,751 | $631 | 03/31/2024 | | CFA | 7,751 | $631 | 03/31/2024 | | Flow Traders U.S. LLC | 8,430 | $629 | 12/31/2023 | | CFA | 8,430 | $629 | 12/31/2023 | | Northern Trust Corp | 8,387 | $626 | 12/31/2023 | | CFA | 8,387 | $626 | 12/31/2023 | | Creative Planning | 8,257 | $616 | 12/31/2023 | | CFA | 8,257 | $616 | 12/31/2023 | | Pathstone Holdings LLC | 7,814 | $583 | 12/31/2023 | | CFA | 7,814 | $583 | 12/31/2023 | | Patriot Financial Group Insurance Agency LLC | 6,491 | $528 | 03/31/2024 | | CFA | 6,491 | $528 | 03/31/2024 | | Susquehanna International Group LLP | 5,051 | $411 | 03/31/2024 | | CFA | 5,051 | $411 | 03/31/2024 | | Great Valley Advisor Group Inc. | 4,932 | $401 | 03/31/2024 | | CFA | 4,932 | $401 | 03/31/2024 | | TruWealth Advisors LLC | 4,343 | $353 | 03/31/2024 | | CFA | 4,343 | $353 | 03/31/2024 | | Truist Financial Corp | 4,556 | $340 | 12/31/2023 | | CFA | 4,556 | $340 | 12/31/2023 | | Cetera Advisors LLC | 4,491 | $335 | 12/31/2023 | | CFA | 4,491 | $335 | 12/31/2023 | | Proequities Inc. | 3,118 | $254 | 03/31/2024 | | CFA | 3,118 | $254 | 03/31/2024 | | Cedar Brook Financial Partners LLC | 3,047 | $248 | 03/31/2024 | | CFA | 3,047 | $248 | 03/31/2024 | | Guidance Capital Inc. | 3,211 | $248 | 03/31/2024 | | CFA | 3,211 | $248 | 03/31/2024 | | Atria Wealth Solutions Inc. | 3,276 | $244 | 12/31/2023 | | CFA | 3,276 | $244 | 12/31/2023 | | Wedbush Securities Inc. | 3,233 | $241 | 12/31/2023 | | CFA | 3,233 | $241 | 12/31/2023 | | Calton & Associates Inc. | 2,918 | $237 | 03/31/2024 | | CFA | 2,918 | $237 | 03/31/2024 | | Westside Investment Management Inc. | 2,788 | $227 | 03/31/2024 | | CFA | 2,788 | $227 | 03/31/2024 | | Avantax Advisory Services Inc. | 2,505 | $204 | 03/31/2024 | | CFA | 2,505 | $204 | 03/31/2024 | | Tradition Wealth Management LLC | 2,120 | $158 | 12/31/2023 | | CFA | 2,120 | $158 | 12/31/2023 |
See All: Funds Holding CFA
See Details: Top 10 Hedge Funds Holding CFA
Also See: CFA Holdings Changes
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