HoldingsChannel.com
On this page, we present all of the funds holding CII from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CII, with a link to that fund's top holdings. The next columns indicate the amount of CII stock held by each of the funds holding CII, followed by the CII position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 95 funds holding CII within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Fort Pitt Capital Group LLC. For more details on the positions held by Fort Pitt Capital Group LLC (or by any of the other funds holding CII), click the fund name in the "Holder" column of the funds-holding-CII table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Fort Pitt Capital Group LLC | 1,935,086 | $37,715 | 03/31/2024 |
| CII | 1,935,086 | $37,715 | 03/31/2024 |
| Morgan Stanley | 728,013 | $13,832 | 12/31/2023 |
| CII | 728,013 | $13,832 | 12/31/2023 |
| Wells Fargo & Company MN | 557,319 | $10,589 | 12/31/2023 |
| CII | 557,319 | $10,589 | 12/31/2023 |
| Raymond James & Associates | 539,244 | $10,510 | 03/31/2024 |
| CII | 539,244 | $10,510 | 03/31/2024 |
| Invesco Ltd. | 517,925 | $9,841 | 12/31/2023 |
| CII | 517,925 | $9,841 | 12/31/2023 |
| Bank of America Corp DE | 499,427 | $9,489 | 12/31/2023 |
| CII | 499,427 | $9,489 | 12/31/2023 |
| Royal Bank of Canada | 488,987 | $9,291 | 12/31/2023 |
| CII | 488,987 | $9,291 | 12/31/2023 |
| UBS Group AG | 477,986 | $9,082 | 12/31/2023 |
| CII | 477,986 | $9,082 | 12/31/2023 |
| LPL Financial LLC | 382,087 | $7,260 | 12/31/2023 |
| CII | 382,087 | $7,260 | 12/31/2023 |
| Advisor Group Holdings Inc. | 361,981 | $6,878 | 12/31/2023 |
| CII | 361,981 | $6,878 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 328,235 | $6,397 | 03/31/2024 |
| CII | 328,235 | $6,397 | 03/31/2024 |
| Principal Securities Inc. | 330,765 | $6,285 | 12/31/2023 |
| CII | 330,765 | $6,285 | 12/31/2023 |
| Guggenheim Capital LLC | 176,493 | $3,353 | 12/31/2023 |
| CII | 176,493 | $3,353 | 12/31/2023 |
| Shaker Financial Services LLC | 159,246 | $3,026 | 12/31/2023 |
| CII | 159,246 | $3,026 | 12/31/2023 |
| Envestnet Asset Management Inc. | 158,510 | $3,012 | 12/31/2023 |
| CII | 158,510 | $3,012 | 12/31/2023 |
| Integrated Wealth Concepts LLC | 150,275 | $2,855 | 12/31/2023 |
| CII | 150,275 | $2,855 | 12/31/2023 |
| Advisors Asset Management Inc. | 147,978 | $2,812 | 12/31/2023 |
| CII | 147,978 | $2,812 | 12/31/2023 |
| Cohen & Steers Inc. | 104,136 | $1,979 | 12/31/2023 |
| CII | 104,136 | $1,979 | 12/31/2023 |
| Sunbelt Securities Inc. | 94,702 | $1,846 | 03/31/2024 |
| CII | 94,702 | $1,846 | 03/31/2024 |
| Ameriprise Financial Inc. | 80,904 | $1,537 | 12/31/2023 |
| CII | 80,904 | $1,537 | 12/31/2023 |
| U.S. Capital Wealth Advisors LLC | 75,800 | $1,440 | 12/31/2023 |
| CII | 75,800 | $1,440 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 71,217 | $1,388 | 03/31/2024 |
| CII | 71,217 | $1,388 | 03/31/2024 |
| Atria Wealth Solutions Inc. | 60,481 | $1,149 | 12/31/2023 |
| CII | 60,481 | $1,149 | 12/31/2023 |
| Cetera Advisor Networks LLC | 47,998 | $912 | 12/31/2023 |
| CII | 47,998 | $912 | 12/31/2023 |
| National Asset Management Inc. | 47,328 | $899 | 12/31/2023 |
| CII | 47,328 | $899 | 12/31/2023 |
| Private Advisor Group LLC | 45,627 | $867 | 12/31/2023 |
| CII | 45,627 | $867 | 12/31/2023 |
| Landscape Capital Management L.L.C. | 42,439 | $806 | 12/31/2023 |
| CII | 42,439 | $806 | 12/31/2023 |
| Wedbush Securities Inc. | 40,778 | $775 | 12/31/2023 |
| CII | 40,778 | $775 | 12/31/2023 |
| Next Level Private LLC | 38,805 | $756 | 03/31/2024 |
| CII | 38,805 | $756 | 03/31/2024 |
| Commonwealth Equity Services LLC | 36,388 | $691 | 12/31/2023 |
| CII | 36,388 | $691 | 12/31/2023 |
| Stifel Financial Corp | 35,156 | $668 | 12/31/2023 |
| CII | 35,156 | $668 | 12/31/2023 |
| Truist Financial Corp | 33,898 | $644 | 12/31/2023 |
| CII | 33,898 | $644 | 12/31/2023 |
| CFO4Life Group LLC | 31,500 | $599 | 12/31/2023 |
| CII | 31,500 | $599 | 12/31/2023 |
| Money Concepts Capital Corp | 30,330 | $576 | 12/31/2023 |
| CII | 30,330 | $576 | 12/31/2023 |
| David J Yvars Group | 23,918 | $466 | 03/31/2024 |
| CII | 23,918 | $466 | 03/31/2024 |
| Janney Montgomery Scott LLC | 24,354 | $463 | 12/31/2023 |
| CII | 24,354 | $463 | 12/31/2023 |
| Advisory Services Network LLC | 23,163 | $440 | 12/31/2023 |
| CII | 23,163 | $440 | 12/31/2023 |
| Shulman DeMeo Asset Management LLC | 21,751 | $424 | 03/31/2024 |
| CII | 21,751 | $424 | 03/31/2024 |
| Tyche Wealth Partners LLC | 21,427 | $418 | 03/31/2024 |
| CII | 21,427 | $418 | 03/31/2024 |
| Genesee Capital Advisors LLC | 20,275 | $395 | 03/31/2024 |
| CII | 20,275 | $395 | 03/31/2024 |
| Virtue Capital Management LLC | 20,724 | $386 | 12/31/2023 |
| CII | 20,724 | $386 | 12/31/2023 |
| LVZ Advisors Inc. | 19,629 | $383 | 03/31/2024 |
| CII | 19,629 | $383 | 03/31/2024 |
| Whittier Trust Co. of Nevada Inc. | 19,749 | $375 | 12/31/2023 |
| CII | 19,749 | $375 | 12/31/2023 |
| DAVENPORT & Co LLC | 19,385 | $368 | 12/31/2023 |
| CII | 19,385 | $368 | 12/31/2023 |
| TBH Global Asset Management LLC | 17,564 | $334 | 12/31/2023 |
| CII | 17,564 | $334 | 12/31/2023 |
| Stonebrook Private Inc. | 17,352 | $330 | 12/31/2023 |
| CII | 17,352 | $330 | 12/31/2023 |
| Sontag Advisory LLC | 17,250 | $328 | 12/31/2023 |
| CII | 17,250 | $328 | 12/31/2023 |
| Geneos Wealth Management Inc. | 16,919 | $321 | 12/31/2023 |
| CII | 16,919 | $321 | 12/31/2023 |
| Great Valley Advisor Group Inc. | 15,985 | $304 | 12/31/2023 |
| CII | 15,985 | $304 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 15,110 | $287 | 12/31/2023 |
| CII | 15,110 | $287 | 12/31/2023 |
| Institute for Wealth Management LLC. | 14,287 | $271 | 12/31/2023 |
| CII | 14,287 | $271 | 12/31/2023 |
| Atomi Financial Group Inc. | 13,853 | $263 | 12/31/2023 |
| CII | 13,853 | $263 | 12/31/2023 |
| Captrust Financial Advisors | 12,783 | $243 | 12/31/2023 |
| CII | 12,783 | $243 | 12/31/2023 |
| Eudaimonia Partners LLC | 11,675 | $228 | 03/31/2024 |
| CII | 11,675 | $228 | 03/31/2024 |
| Cary Street Partners Investment Advisory LLC | 11,900 | $226 | 12/31/2023 |
| CII | 11,900 | $226 | 12/31/2023 |
| D.A. Davidson & CO. | 11,074 | $210 | 12/31/2023 |
| CII | 11,074 | $210 | 12/31/2023 |
| Creative Planning | 11,034 | $210 | 12/31/2023 |
| CII | 11,034 | $210 | 12/31/2023 |
| Financial Security Advisor Inc. | 10,732 | $209 | 03/31/2024 |
| CII | 10,732 | $209 | 03/31/2024 |
| Cetera Investment Advisers | 10,813 | $205 | 12/31/2023 |
| CII | 10,813 | $205 | 12/31/2023 |
| Raymond James Trust N.A. | 10,328 | $201 | 03/31/2024 |
| CII | 10,328 | $201 | 03/31/2024 |
| Pathstone Holdings LLC | 10,000 | $190 | 12/31/2023 |
| CII | 10,000 | $190 | 12/31/2023 |
| NBC Securities Inc. | 8,015 | $156 | 03/31/2024 |
| CII | 8,015 | $156 | 03/31/2024 |
| Northwestern Mutual Wealth Management Co. | 7,650 | $145 | 12/31/2023 |
| CII | 7,650 | $145 | 12/31/2023 |
| Jamison Private Wealth Management Inc. | 6,572 | $125 | 12/31/2023 |
| CII | 6,572 | $125 | 12/31/2023 |
| Ancora Advisors LLC | 6,500 | $124 | 12/31/2023 |
| CII | 6,500 | $124 | 12/31/2023 |
| The PNC Financial Services Group Inc. | 6,480 | $123 | 12/31/2023 |
| CII | 6,480 | $123 | 12/31/2023 |
| Bogart Wealth LLC | 6,250 | $122 | 03/31/2024 |
| CII | 6,250 | $122 | 03/31/2024 |
| Comerica Bank | 5,800 | $110 | 12/31/2023 |
| CII | 5,800 | $110 | 12/31/2023 |
| Allworth Financial LP | 5,600 | $109 | 03/31/2024 |
| CII | 5,600 | $109 | 03/31/2024 |
| Hollencrest Capital Management | 5,748 | $109 | 12/31/2023 |
| CII | 5,748 | $109 | 12/31/2023 |
| Ronald Blue Trust Inc. | 3,740 | $70 | 12/31/2023 |
| CII | 3,740 | $70 | 12/31/2023 |
| Team Financial Group LLC | 3,327 | $63 | 12/31/2023 |
| CII | 3,327 | $63 | 12/31/2023 |
| Webster Bank N. A. | 3,058 | $60 | 03/31/2024 |
| CII | 3,058 | $60 | 03/31/2024 |
| DT Investment Partners LLC | 2,936 | $57 | 12/31/2023 |
| CII | 2,936 | $57 | 12/31/2023 |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 2,700 | $51 | 12/31/2023 |
| CII | 2,700 | $51 | 12/31/2023 |
| Legacy Bridge LLC | 1,554 | $30 | 03/31/2024 |
| CII | 1,554 | $30 | 03/31/2024 |
| Vermillion & White Wealth Management Group LLC | 1,374 | $26 | 12/31/2023 |
| CII | 1,374 | $26 | 12/31/2023 |
| Key Financial Inc | 1,328 | $25 | 12/31/2023 |
| CII | 1,328 | $25 | 12/31/2023 |
| JPMorgan Chase & Co. | 1,283 | $24 | 12/31/2023 |
| CII | 1,283 | $24 | 12/31/2023 |
| Hexagon Capital Partners LLC | 1,160 | $23 | 03/31/2024 |
| CII | 1,160 | $23 | 03/31/2024 |
| Global Retirement Partners LLC | 1,087 | $21 | 03/31/2024 |
| CII | 1,087 | $21 | 03/31/2024 |
| US Bancorp DE | 1,000 | $19 | 12/31/2023 |
| CII | 1,000 | $19 | 12/31/2023 |
| Able Wealth Management LLC | 644 | $12 | 12/31/2023 |
| CII | 644 | $12 | 12/31/2023 |
| Eukles Asset Management | 583 | $11 | 12/31/2023 |
| CII | 583 | $11 | 12/31/2023 |
| Huntington National Bank | 500 | $10 | 12/31/2023 |
| CII | 500 | $10 | 12/31/2023 |
| Baystate Wealth Management LLC | 505 | $10 | 12/31/2023 |
| CII | 505 | $10 | 12/31/2023 |
| GWM Advisors LLC | 543 | $10 | 12/31/2023 |
| CII | 543 | $10 | 12/31/2023 |
| Truvestments Capital LLC | 527 | $10 | 12/31/2023 |
| CII | 527 | $10 | 12/31/2023 |
| Sugarloaf Wealth Management LLC | 298 | $6 | 03/31/2024 |
| CII | 298 | $6 | 03/31/2024 |
| Spire Wealth Management | 201 | $4 | 03/31/2024 |
| CII | 201 | $4 | 03/31/2024 |
| BOK Financial Private Wealth Inc. | 225 | $4 | 12/31/2023 |
| CII | 225 | $4 | 12/31/2023 |
| Blue Bell Private Wealth Management LLC | 170 | $3 | 03/31/2024 |
| CII | 170 | $3 | 03/31/2024 |
| Hoey Investments Inc. | 100 | $2 | 12/31/2023 |
| CII | 100 | $2 | 12/31/2023 |
| Lee Financial Co | 63 | $1 | 12/31/2023 |
| CII | 63 | $1 | 12/31/2023 |
| FMR LLC | 1 | $0 | 12/31/2023 |
| CII | 1 | $0 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| CII | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of CII
See Details: Top 10 Hedge Funds Holding CII
Also See: CII Insider Buying
Also See: CII Holdings Changes
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