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Institutional Holders of CII

There is a long list of 93 institutional holders of CII 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 CII by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-CII table below, the initial column indicates the name of each top institutional holder of CII, with a link to that fund's top holdings. The next columns indicate the amount of CII stock held by each of the institutional holders of CII, followed by the CII position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Fort Pitt Capital Group LLC1,935,086$37,715 03/31/2024
     CII1,935,086$37,715 03/31/2024
Morgan Stanley728,013$13,832 12/31/2023
     CII728,013$13,832 12/31/2023
Wells Fargo & Company MN557,319$10,589 12/31/2023
     CII557,319$10,589 12/31/2023
Invesco Ltd.517,925$9,841 12/31/2023
     CII517,925$9,841 12/31/2023
Bank of America Corp DE499,427$9,489 12/31/2023
     CII499,427$9,489 12/31/2023
Royal Bank of Canada488,987$9,291 12/31/2023
     CII488,987$9,291 12/31/2023
UBS Group AG477,986$9,082 12/31/2023
     CII477,986$9,082 12/31/2023
Raymond James & Associates465,714$8,849 12/31/2023
     CII465,714$8,849 12/31/2023
LPL Financial LLC382,087$7,260 12/31/2023
     CII382,087$7,260 12/31/2023
Advisor Group Holdings Inc.361,981$6,878 12/31/2023
     CII361,981$6,878 12/31/2023
Raymond James Financial Services Advisors Inc.339,214$6,445 12/31/2023
     CII339,214$6,445 12/31/2023
Principal Securities Inc.330,765$6,285 12/31/2023
     CII330,765$6,285 12/31/2023
Guggenheim Capital LLC176,493$3,353 12/31/2023
     CII176,493$3,353 12/31/2023
Shaker Financial Services LLC159,246$3,026 12/31/2023
     CII159,246$3,026 12/31/2023
Envestnet Asset Management Inc.158,510$3,012 12/31/2023
     CII158,510$3,012 12/31/2023
Integrated Wealth Concepts LLC150,275$2,855 12/31/2023
     CII150,275$2,855 12/31/2023
Advisors Asset Management Inc.147,978$2,812 12/31/2023
     CII147,978$2,812 12/31/2023
Cohen & Steers Inc.104,136$1,979 12/31/2023
     CII104,136$1,979 12/31/2023
Sunbelt Securities Inc.94,702$1,846 03/31/2024
     CII94,702$1,846 03/31/2024
Ameriprise Financial Inc.80,904$1,537 12/31/2023
     CII80,904$1,537 12/31/2023
U.S. Capital Wealth Advisors LLC75,800$1,440 12/31/2023
     CII75,800$1,440 12/31/2023
Cambridge Investment Research Advisors Inc.68,016$1,292 12/31/2023
     CII68,016$1,292 12/31/2023
Atria Wealth Solutions Inc.60,481$1,149 12/31/2023
     CII60,481$1,149 12/31/2023
Cetera Advisor Networks LLC47,998$912 12/31/2023
     CII47,998$912 12/31/2023
National Asset Management Inc.47,328$899 12/31/2023
     CII47,328$899 12/31/2023
Private Advisor Group LLC45,627$867 12/31/2023
     CII45,627$867 12/31/2023
Landscape Capital Management L.L.C.42,439$806 12/31/2023
     CII42,439$806 12/31/2023
Wedbush Securities Inc.40,778$775 12/31/2023
     CII40,778$775 12/31/2023
Next Level Private LLC38,805$756 03/31/2024
     CII38,805$756 03/31/2024
Commonwealth Equity Services LLC36,388$691 12/31/2023
     CII36,388$691 12/31/2023
Stifel Financial Corp35,156$668 12/31/2023
     CII35,156$668 12/31/2023
Truist Financial Corp33,898$644 12/31/2023
     CII33,898$644 12/31/2023
CFO4Life Group LLC31,500$599 12/31/2023
     CII31,500$599 12/31/2023
Money Concepts Capital Corp30,330$576 12/31/2023
     CII30,330$576 12/31/2023
Tyche Wealth Partners LLC25,897$492 12/31/2023
     CII25,897$492 12/31/2023
David J Yvars Group23,918$466 03/31/2024
     CII23,918$466 03/31/2024
Janney Montgomery Scott LLC24,354$463 12/31/2023
     CII24,354$463 12/31/2023
Advisory Services Network LLC23,163$440 12/31/2023
     CII23,163$440 12/31/2023
Shulman DeMeo Asset Management LLC21,751$424 03/31/2024
     CII21,751$424 03/31/2024
Virtue Capital Management LLC20,724$386 12/31/2023
     CII20,724$386 12/31/2023
Genesee Capital Advisors LLC20,275$385 12/31/2023
     CII20,275$385 12/31/2023
LVZ Advisors Inc.19,629$383 03/31/2024
     CII19,629$383 03/31/2024
Whittier Trust Co. of Nevada Inc.19,749$375 12/31/2023
     CII19,749$375 12/31/2023
DAVENPORT & Co LLC19,385$368 12/31/2023
     CII19,385$368 12/31/2023
TBH Global Asset Management LLC17,564$334 12/31/2023
     CII17,564$334 12/31/2023
Stonebrook Private Inc.17,352$330 12/31/2023
     CII17,352$330 12/31/2023
Sontag Advisory LLC17,250$328 12/31/2023
     CII17,250$328 12/31/2023
Geneos Wealth Management Inc.16,919$321 12/31/2023
     CII16,919$321 12/31/2023
Great Valley Advisor Group Inc.15,985$304 12/31/2023
     CII15,985$304 12/31/2023
Steward Partners Investment Advisory LLC15,110$287 12/31/2023
     CII15,110$287 12/31/2023

See All: Funds Holding CII
See Details: Top 10 Hedge Funds Holding CII
Also See: CII Insider Buying
Also See: CII Holdings Changes

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